Rental Source

Rental Source

Purpose 

The Rental Source setup table allows you to create a list of sources for selection in the Booking Details tab of a reservation. The source refers to the how the customer heard of your company. E.g. online, friend, walk in etc.

The Rental Source can be selected when creating a new reservation. You are required to select a Rental Source when making a reservation. 


There a few reports that can be run to identify what sources are and aren't performing well. 
  1. "Sales by Source". The Sales of Source Report displays sales figures by booking source over a selected date range. (Most commonly used).
  2. "Operator Sale by Source". This report displays bookings made by operators grouped by source or campaign code.
  3. "Operator By Source". This report displays all quotations by source. This includes rental and total revenue for all rental sources.


Accessing the Rental Source tab

The Rental Source tab can be found under the System Setup Menu.
System Setup >> Rental Source


Viewing and Adding Area of Use records

Any pre-existing records will show on the Rental Source tab. To add a new record, click "Add Rental Source".



This will open the new Rental Source page where you can make a new record. Once you have filled in the mandatory fields (all), click "Submit" to save.

Rental Source Field Descriptions

Field 
Description
Location
Select all or a particular location where the Rental Source will be able to be selected when a reservation is being made. 
Rental Source
Enter the Rental Source name.
Source ID
The unique ID of the rental source 
Display as Default
Set whether this Rental Source is the default source when making a reservation.
Web Item
Set whether this Rental Source is displayed on your website. 
Default Agent API Source
Select whether this Rental Source is the default Agent API source.
If this is set to Yes, this will be used when the agents do not return a source with their bookings. 


Please Note: By default, you will have a "Repeat Customer" rental source which is used when bookings are made in RCM against existing customers and an "Online Booking" rental source that will be used for bookings made through the Web API if no other source is entered. These two record cannot be deleted, and their name cannot be changed. 

Update or Delete a Rental Source Record

The below article is just a generic guide how to update or delete a record:
Updating and Deleting a Record.