{"id":12578,"date":"2024-03-19T11:13:11","date_gmt":"2024-03-19T11:13:11","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=12578"},"modified":"2024-03-24T08:58:44","modified_gmt":"2024-03-24T08:58:44","slug":"rental-and-car-management","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/rental-and-car-management\/","title":{"rendered":"Rental and Car Management"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Daftra&#8217;s various features and services allow you to effectively manage your car rental company, from managing short and long-term rental contracts and determining their start and end dates to scheduling rental service bookings, assigning clients to one of the company&#8217;s representatives or drivers, and marketing for new deals and offers via email or SMS.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;How to Add Rental Units &#8220;Cars&#8220;&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711270173953{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]To manage or add units &#8220;Cars&#8221;, from the main menu click on &#8220;<strong>Rental and Car Management<\/strong>&#8220;, then from the dropdown menu choose &#8220;<strong>Cars<\/strong>&#8220;.<\/p>\n<p>All your preowned cars will be listed with their name, availability, and status as displayed in the following photo:<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-7-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-12621 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-7-1.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-7-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-7-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-7-1-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-7-1-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>For more actions on the unit\/car click on the &#8220;<strong>&#8230;<\/strong>&#8221; button a dropdown menu that includes view, edit, and delete will appear to choose your preferred action.<\/p>\n<p>To add a new vehicle click on &#8220;<strong>+Add Unit<\/strong>&#8221; in the right corner of the screen.<\/p>\n<p>You&#8217;ll be directed to a form where you should add all the car&#8217;s information and details as illustrated in the following photo:[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Unit Information&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711270356425{margin-left: 120px !important;}&#8221;][vc_column_text]<a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12605\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-2.png\" alt=\"\" width=\"1139\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-2.png 1139w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-2-300x167.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-2-1024x569.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-2-768x427.png 768w\" sizes=\"auto, (max-width: 1139px) 100vw, 1139px\" \/><\/a><\/p>\n<h3><\/h3>\n<ul>\n<li aria-level=\"2\"><strong>Name:<\/strong> Enter the unit\/car name.<\/li>\n<li aria-level=\"2\"><strong>Unit Type:<\/strong>\u00a0You should add a\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-rental-unit-type\/\">rental unit type<\/a>\u00a0so that each unit can be listed under its type.<\/li>\n<li aria-level=\"2\"><strong>Status:<\/strong>\u00a0Choose the status of the rental unit, either \u201c<strong>Active<\/strong>\u201d so you can use it in\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/creating-a-reservation-order\/\">reservation\/rental orders<\/a>\u00a0or \u201c<strong>Inactive<\/strong>\u201d to exclude it from use.<\/li>\n<li aria-level=\"2\"><strong>Priority:<\/strong>\u00a0When creating an (Automatic Reservation Order), the system selects the unit with the highest priority to rent out.<\/li>\n<li aria-level=\"2\"><strong>Description:<\/strong> Add a description for the unit.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Car Data&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711270398629{margin-left: 120px !important;}&#8221;][vc_column_text]<a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-3-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12603\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-3-1.png\" alt=\"\" width=\"1139\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-3-1.png 1139w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-3-1-300x167.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-3-1-1024x569.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/Car-rental-3-1-768x427.png 768w\" sizes=\"auto, (max-width: 1139px) 100vw, 1139px\" \/><\/a><\/p>\n<h3><\/h3>\n<ul>\n<li><strong>Brand:<\/strong> Specify the manufacturer of the car, such as Toyota, Jeep, Honda, or BMW.<\/li>\n<li><strong>Car Model:<\/strong> Indicate the specific model of the car, such as Camry, Wrangler, Civic, or X6.<\/li>\n<li><strong>Release Year:<\/strong> Provide the year the car was manufactured.<\/li>\n<li><strong>Gearbox Type:<\/strong> Choose the gearbox type, whether it&#8217;s automatic or manual.<\/li>\n<li><strong>Drive Type:<\/strong> Specify the drive type, such as front-wheel drive, or four-wheel drive.<\/li>\n<li><strong>Engine Power:<\/strong> Enter the engine power in horsepower (hp), indicating the strength of the car&#8217;s engine<\/li>\n<li><strong>Max Speed:<\/strong> Note the maximum speed the car can achieve.<\/li>\n<li><strong>Seats:<\/strong> Specify the number of seats in the car.<\/li>\n<li><strong>Color:<\/strong> Indicate the color of the car.<\/li>\n<li><strong>Additional Features:<\/strong> List any extra features the car may have, such as GPS navigation, air conditioning, sunroof, or power steering.<\/li>\n<li><strong>Car Status: <\/strong>Specify whether the car is new, used, or certified pre-owned.<\/li>\n<li><strong>Price Per Day: <\/strong>Enter the rental price per day for the car.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add Reservation Orders&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711270539192{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]A reservation order is the action taken to reserve\/rent any of your cars to any of your clients. In Daftra, there are two types of reservation orders: Automatic reservation orders and Manual reservation orders. Both are explained below.<\/p>\n<p>&nbsp;<\/p>\n<p>From the main menu click on &#8220;<strong>Reservation orders<\/strong>&#8221; in the dropdown menu under &#8220;<strong>Rental and Car Management<\/strong>&#8220;.<\/p>\n<p>&nbsp;<\/p>\n<p>All reservation orders will be listed alongside the order number, client, unit, date &amp; time, total, and status. To act on an already reserved order click on the <strong>&#8220;&#8230;&#8221;<\/strong> button and choose between (View &#8211; Edit &#8211; Delete).<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-12.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12639\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-12.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-12.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-12-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-12-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-12-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Adding an Automatic Reservation Order&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711270648046{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<strong>To create an automatic reservation order, follow the steps below:<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-13.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12641\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-13.png\" alt=\"\" width=\"1177\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-13.png 1177w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-13-300x161.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-13-1024x551.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-13-768x413.png 768w\" sizes=\"auto, (max-width: 1177px) 100vw, 1177px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">Select\u00a0<strong>\u201cRental and Unit Management\u201d<\/strong>\u00a0from the main menu.<\/li>\n<li aria-level=\"1\">Choose \u201c<strong>Reservations Orders<\/strong>\u201c.<\/li>\n<li aria-level=\"1\">Click on the arrow next to the \u201c<strong>Add Reservation Order<\/strong>\u201d button and choose<strong>\u00a0\u201cAdd Automatic Reservation Order\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">Add the reservation order details as follows:\n<ul>\n<li aria-level=\"2\"><strong>Unit Type:<\/strong> Choose\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-rental-unit-type\/\">the unit type<\/a>\u00a0to be booked\/rented.<\/li>\n<li aria-level=\"2\"><strong>Start Date<\/strong>: Specify the start date of the booking\/rental of the unit.<\/li>\n<li aria-level=\"2\"><strong>End Date:<\/strong> Specify the end date of the booking\/rental of the unit.<\/li>\n<li aria-level=\"2\">Click on the \u201c<strong>Next Step<\/strong>\u201d button.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-14.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12643\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-14.png\" alt=\"\" width=\"1177\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-14.png 1177w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-14-300x161.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-14-1024x551.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-14-768x413.png 768w\" sizes=\"auto, (max-width: 1177px) 100vw, 1177px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\"><strong>Complete filling out the reservation order details:<\/strong>\n<ul>\n<li aria-level=\"2\"><strong>Client<\/strong>: Choose the client who will book\/rent the unit.<\/li>\n<li aria-level=\"2\"><strong>Tags<\/strong>: Add descriptive tags to facilitate access to the reservation order.<\/li>\n<li aria-level=\"2\"><strong>Notes<\/strong>: Add your notes on the reservation order.<\/li>\n<li aria-level=\"2\"><strong>Attachments<\/strong>: Add any attachments related to the reservation order.<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\">The total price of the booking order, the start date and time, and the end date and time will appear on your screen.<\/li>\n<li aria-level=\"1\">Click on the\u00a0<strong>\u201cSave\u201d<\/strong>\u00a0button.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Creating a Manual Reservation Order&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711270707964{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<strong>To create a manual reservation order, follow the steps below:<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-15.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12645\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-15.png\" alt=\"\" width=\"1198\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-15.png 1198w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-15-300x159.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-15-1024x541.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/car-rental-15-768x406.png 768w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">Select \u201c<strong>Add Manual Reservation Order<\/strong>\u201c.<\/li>\n<li aria-level=\"1\">Add the reservation order details as follows:\n<ul>\n<li aria-level=\"2\"><strong>Reservation Order Number:<\/strong> An automatic serial number is created for the reservation order.<\/li>\n<li aria-level=\"2\"><strong>Generate Automatic Invoice:<\/strong> You have the option for the system to automatically generate an invoice upon creating the reservation order or not.<\/li>\n<li aria-level=\"2\"><strong>Unit<\/strong>: Choose\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-the-rental-unit\/\">the unit<\/a>\u00a0to be rented.<\/li>\n<li aria-level=\"2\"><strong>Client<\/strong>: Choose the client who will rent the unit.<\/li>\n<li aria-level=\"2\"><strong>Start Date and Time:<\/strong> Specify the start date and time of the rental.<\/li>\n<li aria-level=\"2\"><strong>The Currency:<\/strong> Select the rental price currency.<\/li>\n<li aria-level=\"2\"><strong>Tags<\/strong>: Add tags that help you quickly access the booking order.<\/li>\n<li aria-level=\"2\"><strong>Notes<\/strong>: Add your notes on the reservation order.<\/li>\n<li aria-level=\"2\"><strong>Attachments<\/strong>: Add attachments to the reservation order, up to a maximum of 5 MB.<\/li>\n<li aria-level=\"2\">Click the \u201c<strong>Save<\/strong>\u201d button.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[5272],"tags":[],"class_list":["post-12578","user_manual","type-user_manual","status-publish","hentry","category-car-rental-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Rental and Car Management - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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