Use the Courtesy Vehicles Module

Bianca Amorim

Updated 09 June 2026 17:04

Before you start using the courtesy vehicle module, you must create:

1. Create a “Used Vehicles” Category

2. Create a “Car Rental” Category

3. Create a Product for Vehicle Rentals

4. Create the Vehicles to Be Rented

5. Use the Vehicles Module in the Point of Sale

1. Create a “Used Vehicles” Category

To create a used vehicle category, click Inventory > Categories > +Add.

Add a code and the name “Used Vehicle” (description) for the new category. Select the vehicle rental type. Click Save.

2. Create a “Car Rental” Category

To create a "Car Rental” category, click on Inventory > Categories > +Add.

Add a code and the name "Car Rental”(description) for the new category. Select the rental type.

Click on Save.

3. Create a Product for Vehicle Rentals

To create a rental product, click on Inventory > Products and Services > +Add.

Add the product code, name/description, and select the category. Click on Save.

3.1. Configure Rates

Click on the Rental tab. Select the pricing type and the price you want to charge. Click Save.

4. Create the Vehicles to Be Rented

To create a product for the vehicles to be rented, click Inventory > Products and Services > +Add.

Add the product code, name/description, and select the category. Click Save.

5. Use the Vehicles Module in the Point of Sale

Create a quote in the Point of Sale or open an existing quote. Then, add the “Rental” product to the quote.

In the next window, click the magnifying glass to select the vehicle or type the vehicle name in the suggestion box. Then, click Save and Close.

Enter the following information:

Start Date
End Date
Starting Odometer
Ending Odometer
Pricing Calculation
Price
Fixed Price
Total Price
Pricing Calculation (2)
Price per Mileage
Fuel
Driver
Phone
Driver's License
Expiration

Click Save and Close.

When the client returns, reopen the quote and highlight the rental product. Click the red gear icon, the additional information window will open. Update the return date and final odometer reading. Click Save.