Understanding Purchase Order for Rental  

A rental Purchase Order for Rental typically refers to a specific type of Purchase Order for Rental use in the context of renting out equipment to the vendor or supplier.

In a rental business, a rental Purchase Order for Rental is a document issued by the Customer to the vendor or supplier to formally request the rental of specific items or services for a defined period. It serves as a contractual agreement outlining the terms and conditions of the rental transaction.

Purchase Setting – Enable/Disable Rental PO.

Purchase Setting – Purchase Order – Purchase Order For Renting Product – Check mark – enable and uncheck for disable  – Update Setting.

If setting Purchase Order For Renting Product is disabled then Purchase Order Create PO (+ Button) is not displayed under the “Rental” dropdown.

Permissions for Creating a New Purchase Order for Rental 

To Create, Copy, or edit the Purchase Order for Rental , you must have super admin privileges or the necessary permissions.

To initiate the “Permissions” 

Navigate to Settings

Click on Users and Roles

Search user or group to whom you want to give the permission.

Click on Action icon against the user or group and select Edit.

Go to permissions and allow permission for below

Manage Po List

Show Only Self Created PO (for Viewing Select Created Purchase Order for Rental)

Create PO

Edit PO

View PO

View PO Stage

Delete PO

And click on Save.

Create a New Purchase Order for Rental 

You can create a Purchase Order for Rental in two ways

Through a Qualified Lead

Newly without a Qualified Lead

Create a Purchase Order for Rental Through Qualified Lead

Navigate to Left Menu > Purchase > Lead for Purchase 

You will land in Lead for Purchase Listing Page

Locate the Lead for Purchase in the Lead for Purchase list and click on the PO option from the Action dropdown menu. Alternatively, you can Right Click on the Lead for Purchase whom you want to Raise the Purchase Order for Rental.

After clicking on the Purchase Order for Rental, select the PO type as New or Existing, 

New : When a Purchase Order for Rental is made completely new without any connection to any Leads.

After clicking on New Purchase Order for Rental form will open

 Please enter all mandatory fields along with all the details of your Purchase Order for Rental. 

Note: All fields marked in red are mandatory and must be filled.

After entering all the details, click Save.

Existing: When Lead for Purchase is connected to an already existing Purchase Order for Rental

Add the Purchase Order number and Save. The Purchase Order for Rental will be connected with Lead for Purchase.

Create a Purchase Order for Rental newly without a Qualified Lead

Navigate to the Left Menu > Purchase > Purchase Order 

You will land on Purchase Order page

Click the + Icon button on the top right corner of the page.

Select Rental. Purchase Order for Rental Form will open

Enter all mandatory fields along with all the details of your Purchase Order for Rental. 

After entering all the details, click Save. 

The Purchase order will be reflected in The Pending Tab.

Productivity Tool: You can add Purchase Order for Rental  from the Quick Add icon on the top directly

Settings and Preferences for Purchase Order for Rental

Navigate to the Left Menu > Purchase > Purchase Order

You will land on the Purchase Order Listing Page.

Now go to the Top Right Menu and navigate to Three Dot Icon > Purchase Settings.

Select the Settings you want to Enable below

Purchase Order– To manage the Purchase Order Business type which you require

PO Authorisation setting- To Enable  Purchase Order for Rental Authorisation Setup

Click on Updates.

View Purchase Order for Rental

Navigate to Left Menu > Purchase > Purchase Order.

You will land on the Purchase Order Listing page.

Locate the Purchase Order for Rental number in the Purchase Order List and click on the View option from the Action dropdown menu. Alternatively, you can Right Click on the Purchase Order for which you want to View and select the PO. 

Purchase Order  will open you can Edit, Print, Copy Accept and Reject this Purchase Order by clicking on the respective icon on Top Right.

Editing Purchase Order for Rental 

Navigate to Left Menu > Purchase > Purchase Order 

You will land in Purchase Order Listing Page

Locate the Purchase Order for Rental number in the Purchase Order and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Purchase Order for Rental that you want to Edit and  select

Make the necessary changes to the Purchase Order details.

Save the updated information.

Deleting Purchase Order for Rental 

Note : You can’t delete a Purchase Order for Rental only when it is Pending and Accepted Stage.You cannot delete the Contracted Purchase Order for Rental.

Navigate to Left Menu > Purchase > Purchase Order 

You will land in Purchase Order Listing Page

Locate the Purchase Order for Rental number in the Purchase Order and click on the Delete option from the Action dropdown menu. Alternatively, you can Right Click on the Purchase Order for Rental that you want to Delete and  select the PO.

This will reflect on the Deleted tab of the Purchase Order.

Accept Purchase Order for Rental

When the Vendor or supplier Accepts the pricing and terms of the Purchase Order for Rental accept the Purchase Order for Rental

Navigate to Left Menu > > Purchase > Purchase Order

You will land on Purchase Order Listing page.Go to Accepted Tab

Locate the Purchase Order for Rental number in the Purchase Order list.

Click on the Accept Tab on the Right

This Purchase Order will now show in the Accepted tab of Purchase order.

Purchase Order for Rental Convert to Contract

After Accept converts the Purchase to contract.

Navigate to Left Menu > Purchase > Purchase Order

You will land on the Purchase Order Listing Page

Locate the Purchase Order for Rental number in the Purchase Order  and click on the Convert to contract option from the Action dropdown menu. Alternatively, you can Right Click on the Purchase Order that you want to Convert to Contract and  select.

• Enter the Credit days.
• PO Contract period start and End dates.
• Enter any other fields wherever necessary, and click Save.

Purchase order will be converted into contract and will reflect in contracted tab of Purchase order

Reject Purchase Order for Rental

When the Vendor or supplier Rejects the pricing and terms of the Purchase Order for Rental, reject the Purchase Order 

Navigate to Left Menu > Purchase > Purchase Order 

You will land on Purchase Order Listing page

Locate the Purchase Order for Rental number in the Purchase Order for Rental list.

Click on the Reject Tab on the Right

This Purchase Order for Rental will now show in rejected Tab of purchase order