Description
Rental Management module for Perfex CRM
Rental Management module for Perfex CRM provides a comprehensive solution to streamline every aspect of renting products—from configuration and order processing to returns, maintenance, discounts, reporting, and customer self-service. Built on top of your existing Inventory Management module, it empowers staff with robust back-office controls while offering customers an intuitive portal experience. This unified approach minimizes manual effort, accelerates order cycles, and enhances visibility into rental performance across your organization
Module Features
- Dashboard & Analytics. The dashboard provides a real-time overview of rental business performance with visual charts and KPIs:
- Most Popular Products – top rented products by quantity.
- Top Renting Customers & Categories – customer and group-based ranking.
- Revenue Insights – monthly revenue, revenue by product group, and contribution ratio.
- Delay Cost & Return Metrics – visualize total delay cost per customer and track late return rates.
- Utilization & Activity Rates – product availability ratio, average rental duration, retention rate, and order volume trends
- Product & Variant Management. Manage all rentable items in detail:
- Create products and variants with rental configurations (hour/day/week/month).
- Define rental pricing tiers (e.g., 1 day = $100, 3 days = $250). The system automatically selects the cheapest valid rate for each rental duration.
- Configure delay cost types: Over Time (per hour/day), Increasing Over Time (tiered), Percentage of Order Value, Percentage of Product Value
- Attach images, SKUs, barcodes, and specify commodity groups for reporting and automatic fee assignments.
- Rental Order Management:
- Create, approve, and invoice rental orders via Admin or Customer Portal.
- Support multi-item orders with different rental periods per product.
- Track order states: Draft → Waiting for Approve → Approved → Finished → Returned.
- Customers can sign digitally via portal confirmation.
- Supports both manual and automatic discount application (Before/After Tax).
- Integrates with Inventory for Export Stock creation and warehouse synchronization.
- Notifications for order approval, rejection, and discussions are automated
- Return Order Management. Facilitates flexible return workflows from both Admin and Customer Portal:
- Return Partially or Fully rented products.
- Automatically calculate late return fees based on delay cost configurations.
- Process refunds, invoice updates, and stock re-imports directly from the return order.
- Manage different return reasons: Rental period is over (regular completion), Return and get money back (defective/damaged products).
- Automatically generate or cancel related invoices and create import stock vouchers
- Maintenance Management & Templates:
- Create and manage maintenance or repair requests linked to rental or return orders.
- Build structured Maintenance Templates with types, forms, and question checklists (e.g., inspection, cleaning, testing).
- Automatically assign maintenance types and prefixes for consistent tracking.
- Record maintenance costs and decide whether the company or customer bears the cost.
- Status workflow: In Progress → Overdue → Completed.
- Generate invoices or expenses directly from maintenance records
