Frakt24 - FleetX Academy
Rentals · Level 1 · Getting started

Rentals: the overview and your first contract

Learn to find your way around Rentals and book your first rental contract for a customer.

New 10 min Utleie · module 40
1

Goals and why

What you will learn

  • what the three rental tabs are used for
  • read the numbers and lists on the dashboard
  • book a rental contract with customer, asset group, period and price
  • why you must create the delivery order yourself after the booking

How to get there

  1. Click the Rentals button with the boxes at the top right.
  2. You can also click Settings in the top menu and choose Rentals under Rental.
  3. Click New Rental to create a new contract.
  4. If you don't see the button or the menu item, you are missing access or the module. Ask your administrator.

In Rentals you rent your own things out to customers for a period, for example a container, a wheelie bin or a machine. We call these things rental objects, or just objects. Frakt24 keeps track of where each object is, how far the rent has been invoiced, and the transport orders that take the object out and back again.

Two mistakes are easy to make. The first is thinking the booking sends the object out. It doesn't, so you create the delivery order afterwards. The second is an empty To date, which is the end date. The contract then becomes open-ended and keeps invoicing until someone ends it. That is right for an ongoing rental, but costly if it was a slip.

2

Key terms

Rental contractThe agreement with one customer. It has one or more objects, a period, payment terms and a billing plan.
BookingOne object on the contract. Each booking has its own period, price and address, and shows whether the object has been delivered out and returned.
Asset groupThe type of equipment the customer rents, for example "Avfallsdunk 660 L". The system picks a free unit from the group for you.
Open-endedA contract without an end date. It runs and is invoiced until you end it.
Pending DeliveriesBookings that have started, but where the object hasn't been marked as delivered out yet.
3

Show me

You see the workspace, the dashboard and the New Rental form, which is filled in but not saved. Click a part of the image to see what it is used for.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

The customer calls. They want to rent a wheelie bin from Monday, but don't know for how long. What do you do?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 1 badge in Rentals: 0 of 1 complete.
1. You have booked a container for a customer. What happens to the container itself?

2. The dashboard shows 2 under Pending Deliveries. What does that mean?

3. A customer has rented a bin for six months. To date is empty and nobody has ended the contract. What happens?

4. In New Rental, an asset group shows "(No associated prices)". What does that mean?

5. The dashboard shows a contract under Expired/Expiring Today. What should you do?

6. Today's Income shows 2,400 kr. Your manager asks if this is what was invoiced today. What do you answer?

7. The bin is already at the customer from an old agreement, and you book it now. What do you do with Delivered out?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • Rentals requires module 40, and the department must be switched on under Client settings, the Rentals tab. If either is missing, neither the menu item nor the top bar button is shown.
  • Today's Income is an estimate of the daily value of the bookings that have started and haven't been returned (weekly, monthly and quarterly prices converted to a day, including objects not yet delivered), not what was invoiced today. The help article says "Rent invoiced today", so expect questions.
  • Good demo point: open the dashboard, click Pending Deliveries and show that a booking without a transport order is marked "No Driving Order".