Originally published: 03/12/2021 13:39
Publication number: ELQ-28129-1
View all versions & Certificate
Publication number: ELQ-28129-1
View all versions & Certificate
Rental Business Manager Excel Template
This template will help you manage your assets, customers and orders when renting assets to customers for a charge.
Description
With this Rental Inventory and Sales Manager template, you can instantly determine the availability of assets at any time and produce printable and PDF-compatible invoices.
The benefits include:
- Improve your business management
- Save valuable time
- Save money in not having to purchase costly software
- All completed within Excel
The features include:
- Know current availability of assets in your inventory to rent
- Know availability of assets for any date in the future
- Create invoices instantly. Print or export as PDF and e-mail
- Customize invoices easily as per your need
- Apply discounts
- Customize tax rates at product level
- Manage all assets (active and retired) in one place
- Readily available Sales Report (Revenue by month, Top 10 Asset Categories, Top 10 Assets)
With an easy order management, this template makes it easy to enter your rental orders. Simply input the order number, order date, customer name, rate type, rent out and return dates.
Next, enter the specific assets/products being rented and customize the quantity and unit price.
You can check the availability of rental assets in two ways. Use the simple availability checker to view available units of an asset for a time period of up to 90 days before entering the order details. It is also possible to see the available assets using the availability calendar. This will help you to understand the overall availability of all orders entered in the template.
After entering the order details, the invoice sheet can populate the invoice automatically. To create an invoice at any time, simply enter an order number into the invoice sheet. This can be printed or exported to PDF and handle up to 65 line items across 2 pages.
The templates built-in accounting features include:
- Track payments made by customers and calculate due amounts.
- Filter to unpaid invoices.
- Tax rates are handled at order level, and you can choose which products are taxable at product level.
- Get automatic calculations for discounts, which can be product level or order level.
- Track operational expenses which will be summarized in the report.
Data management is made simple and easy by handling all customer data, order data and product data in one workbook.
Performance is reported in a 5-page interactive and automated report. The report also presents the inventory levels in stock and quantity rented out on, a summary metrics for any date range and monthly metrics.
Critically, you can view the top and bottom performing asset categories and assets and filter these down to specific products or assets to see their performance in more detail. In addition, you can view which customers are contributing the most to the business.
Note that the template only supports businesses with one warehouse location, and it does not support bar code scanning.
With this Rental Inventory and Sales Manager template, you can instantly determine the availability of assets at any time and produce printable and PDF-compatible invoices.
The benefits include:
- Improve your business management
- Save valuable time
- Save money in not having to purchase costly software
- All completed within Excel
The features include:
- Know current availability of assets in your inventory to rent
- Know availability of assets for any date in the future
- Create invoices instantly. Print or export as PDF and e-mail
- Customize invoices easily as per your need
- Apply discounts
- Customize tax rates at product level
- Manage all assets (active and retired) in one place
- Readily available Sales Report (Revenue by month, Top 10 Asset Categories, Top 10 Assets)
With an easy order management, this template makes it easy to enter your rental orders. Simply input the order number, order date, customer name, rate type, rent out and return dates.
Next, enter the specific assets/products being rented and customize the quantity and unit price.
You can check the availability of rental assets in two ways. Use the simple availability checker to view available units of an asset for a time period of up to 90 days before entering the order details. It is also possible to see the available assets using the availability calendar. This will help you to understand the overall availability of all orders entered in the template.
After entering the order details, the invoice sheet can populate the invoice automatically. To create an invoice at any time, simply enter an order number into the invoice sheet. This can be printed or exported to PDF and handle up to 65 line items across 2 pages.
The templates built-in accounting features include:
- Track payments made by customers and calculate due amounts.
- Filter to unpaid invoices.
- Tax rates are handled at order level, and you can choose which products are taxable at product level.
- Get automatic calculations for discounts, which can be product level or order level.
- Track operational expenses which will be summarized in the report.
Data management is made simple and easy by handling all customer data, order data and product data in one workbook.
Performance is reported in a 5-page interactive and automated report. The report also presents the inventory levels in stock and quantity rented out on, a summary metrics for any date range and monthly metrics.
Critically, you can view the top and bottom performing asset categories and assets and filter these down to specific products or assets to see their performance in more detail. In addition, you can view which customers are contributing the most to the business.
Note that the template only supports businesses with one warehouse location, and it does not support bar code scanning.
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