Rentals : Rental item configuration : Pay-upon-return: Rental item configuration : Pay-upon-return: Rental Auto-Sale Rule configuration
 
Pay-upon-return: Rental Auto-Sale Rule configuration
 
Rental Auto-Sale Rules are used to determine what items are added as modifiers to a rental contract item based on the rental activity associated with the contract (Rental form). These rules are triggered in Sales once all equipment associated with the contract (Rental form) has been check-in. Rental Auto-Sale Rules are only used to determine what modifiers to add to the rental contract item based on the associated rental activity; they are not used to determine the price of these modifiers. In order to price the auto-sold modifiers, Dynamic Pricing Rules must be configured and attached to the items acting as the auto-sold modifiers.
Rental Auto-Sale Rules are configured in SysManager > Activities > Rental Lists and attached to rental contract items within the action specifics of the rental item (Action tab > Begin Rental radio button > Action Specifics button). The configuration of these rules is best explained through use of a sample scenario.
 
Rental shop business practices sample scenario
1. There is no charge for equipment checked-out after 2:30 PM (next day rentals begin at 2:30 PM).
2. There is no charge for equipment checked-in before 11:00 AM (advertised as 10:00 AM to guests).
3. At all but the demo shop, a rental is counted as a full-day if checked-out before 12:30 PM. After 12:30 PM, but before 2:30 PM, checkouts are counted as half-days.
4. At all but the demo shop, the definition of a full or half day can change on a daily basis due to crowd levels. For instance, on 12/26/20012 the rental shop may adjust half days to start at 11:30 AM instead of 12:30 PM.
5. At the demo shop, a full-day rental is any rental that exceeds four hours within the same day and a half-day rental is any rental that is less than four hours within the same day. The same grace periods for check-out (2:30 PM) and return (11:00 AM) still apply.
6. The equipment with the highest price ‘wins’ when an equipment exchange is performed during active rental periods (exchanges done after the morning grace period of 11:00 AM but before the afternoon grace period of 2:30 PM.)
 
Rental Auto-Sale Rule configuration
1. The first step is to set the precedence of types/levels for exchange situations. This may be accomplished by simply sorting the base prices of the different types of equipment from highest to lowest on a rental rates spreadsheet (if available).
 
Rule nickname
Rule configuration
Rule description
Rule explanation
EXCHANGE
SETPRECEDENCE(ALPINE SKI,DEMO;SNOWBOARD,N/A;ALPINE SKI,SPORT;ALPINE SKI,RECREATIONAL;ALPINE BOOT,DEMO;BOARD BOOT, N/A;ALPINE BOOT,SPORT;ALPINE BOOT,RECREATIONAL)
Exchanges
In an exchange situation, demo skis trump all other rentals. Snowboards trump all other rentals except for demo skis. Sport skis trump all other rentals except for demo skis and snowboards. And so on.
 
2. The next step is to define full day and half day rental periods based on check-out, return, rental duration and grace periods. This definition process is done in two separate steps in order to allow easy additions of dates to half-day date exception rules.
 
Example:
On 12/26/2012 the rental shop decides to define a half day as any equipment check-out after 11:00 AM due to the high crowd level. The date of 12/26/2012 is added to the 11:00 HALF DAY DATES rule.
 
• Start by creating rules that are used to contain a list of dates. These are the dates when half-days start at 11:00, 11:15, 11:30, 11:45, 12:00 or 12:15. The default half-day start time in this scenario is 12:30 PM. When the rental shop needs to adjust a half-day check-out time for a certain date, the date needing adjusted is added to the corresponding rule.
 
Note: The sample rules below outline the non-demo shop half day rules. For the demo shop rule, see Exception: Demo shop.
 
Rule nickname
Rule configuration
Rule description
Rule explanation
1100DATES
9/15/2012,10/17/2012,12/28/2012
11:00 HALF DAY DATES
List of dates separated by commas that have half-days calculated based on a check-out time that is between 11:00 AM and 2:30 PM.
1115DATES
12/24/2012,12/28/2012
11:15 HALF DAY DATES
List of dates separated by commas that have half-days calculated based on a check-out time that is between 11:15 AM and 2:30 PM.
1130DATES
10/5/2012,3/16/2013
11:30 HALF DAY DATES
List of dates separated by commas that have half-days calculated based on a check-out time that is between 11:30 AM and 2:30 PM.
1145DATES
10/19/2012,01/06/2013
11:45 HALF DAY DATES
List of dates separated by commas that have half-days calculated based on a check-out time that is between 11:45 PM and 2:30 PM.
1200DATES
11/12/2012
12:00 HALF DAY DATES
List of dates separated by commas that have half-days calculated based on a check-out time that is between 12:00 PM and 2:30 AM.
1215DATES
11/26/2012,12/02/2012
12:15 HALF DAY DATES
List of dates separated by commas that have half-days calculated based on a check-out time that is between 12:15 PM and 2:30 PM.
 
• Next, configure the days rule. This rule is used to define half-days, including all of the exceptions put in place above and full days.
 
Rule nickname
Rule configuration
Rule description
Rule explanation
DAYS
IF(DATE(SUB(1100DATES)),CONVERTDAY(0-659,>=660,>=30,FULL))
IF(DATE(SUB(1100DATES)),CONVERTDAY(660-870,>=0,>=30,HALF))
 
IF(DATE(SUB(1115DATES)),CONVERTDAY(0-674,>=660,>=30,FULL))
IF(DATE(SUB(1115DATES)),CONVERTDAY(675-870,>=0,>=30,HALF))
 
IF(DATE(SUB(1130DATES)),CONVERTDAY(0-689,>=660,>=30,FULL))
IF(DATE(SUB(1130DATES)),CONVERTDAY(690-870,>=0,>=30,HALF))
 
IF(DATE(SUB(1145DATES)),CONVERTDAY(0-704,>=660,>=30,FULL))
IF(DATE(SUB(1145DATES)),CONVERTDAY(705-870,>=0,>=30,HALF))
 
IF(DATE(SUB(1200DATES)),CONVERTDAY(0-719,>=660,>=30,FULL))
IF(DATE(SUB(1200DATES)),CONVERTDAY(720-870,>=0,>=30,HALF))
 
IF(DATE(SUB(1215DATES)),CONVERTDAY(0-734,>=660,>=30,FULL))
IF(DATE(SUB(1215DATES)),CONVERTDAY(735-870,>=0,>=30,HALF))
 
CONVERTDAY(0-749,>=660,>=30,FULL)
CONVERTDAY(750-870,>=0,>=30,HALF)
Days
Work through all of the half day exception date rules to determine whether a date within the rental period was a half or full day based on “exceptions” to the normal half/full day definition. For any of the rental dates not included in one of the half day exception date rules, calculate half and full days based on the standard 12:30 PM cut off time for full vs. half days.
The first parameter is check-out time since midnight in minutes, the second parameter is check-in time since midnight in minutes, the third parameter is rental duration and the fourth parameter is the type of day/rental interval based on the three previous parameters.
Note: If a day within the rental duration associated with the contract qualifies for a CONVERTDAY rule, all other CONVERTDAY rules are bypassed.
 
3. Next, put the exchange rule (SETPRECEDENCE) and the days rule (CONVERTDAY) into a PREPROCESS rule. The preprocessing step is mandatory in order to calculate exchanges and day type totals.
 
Rule nickname
Rule configuration
Rule description
Rule explanation
PREPROCESS
PREPROCESS(SUB(EXHANGE)SUB(DAYS))
PREPROCESS
Go through the entire rental period and identify exchanges and day types.
 
4. Next, determine what items are added to the rental contract item in Sales based on rental activity associated with the contract. This includes determining what rentals create a package vs. individual item rentals.
 
Rule nickname
Rule configuration
Rule description
Rule explanation
DEMOS
IF(R_TYPELEVEL(ALPINE SKI,DEMO) AND R_PKG(ALPINE SKI BOOT,DEMO),ADDMODIFIER(RENTALS,AUTOSALE,PKG-DEMO))
 
IF(R_TYPELEVEL(ALPINE SKI,DEMO) AND R_PKG(ALPINE SKI BOOT,SPORT),ADDMODIFIER(RENTALS,AUTOSALE,PKG-DSSB))
 
IF(R_TYPELEVEL(ALPINE SKI,DEMO) AND R_PKG(ALPINE SKI BOOT,RECREATIONAL),ADDMODIFIER(RENTALS,AUTOSALE,PKG-DSRB))
 
IF(R_TYPELEVEL(ALPINE SKI,DEMO) AND NOT R_PKG(ALPINE SKI BOOT,DEMO) AND NOT R_PKG(ALPINE SKI BOOT,SPORT) AND NOT R_PKG(ALPINE SKI BOOT, RECREATIONAL),ADDMODIFIER(RENTALS, AUTOSALE,SKI-DEMO))
 
IF(R_TYPELEVEL(ALPINE SKI BOOT,DEMO) AND NOT R_PKG(ALPINE SKI, DEMO) AND NOT R_PKG(ALPINE SKI,SPORT) AND NOT R_PKG(ALPINE SKI, RECREATIONAL),ADDMODIFIER(RENTALS,AUTOSALE,BOOT-DEMO))
Demos
If renting a demo ski along with a demo boot, sell a demo package item.
If renting a demo ski along with a sport boot, sell a demo ski/sport boot package item.
If renting a demo ski along with a recreational boot, sell a demo ski/recreational boot package item.
If renting a demo ski alone (without being packaged with any level of alpine ski boot), sell a demo ski item.
If renting a demo boot alone (without being packaged with any level of alpine ski), sell a demo boot item.
SPORT
IF(R_TYPELEVEL(ALPINE SKI,SPORT) AND R_PKG(ALPINE SKI BOOT,SPORT),ADDMODIFIER(RENTALS,AUTOSALE,PKG-SPORT))
 
IF(R_TYPELEVEL(ALPINE SKI,SPORT) AND R_PKG(ALPINE SKI BOOT,DEMO),ADDMODIFIER(RENTALS,AUTOSALE,PKG-SSDB))
 
IF(R_TYPELEVEL(ALPINE SKI,SPORT) AND R_PKG(ALPINE SKI BOOT,RECREATIONAL),ADDMODIFIER(RENTALS,AUTOSALE,PKG-SSRB))
 
IF(R_TYPELEVEL(ALPINE SKI,SPORT) AND NOT R_PKG(ALPINE SKI BOOT,SPORT) AND NOT R_PKG(ALPINE SKI BOOT,DEMO) AND NOT R_PKG(ALPINE SKI BOOT, RECREATIONAL),ADDMODIFIER(RENTALS, AUTOSALE,SKI-SPORT))
 
IF(R_TYPELEVEL(ALPINE SKI BOOT,SPORT) AND NOT R_PKG(ALPINE SKI, DEMO) AND NOT R_PKG(ALPINE SKI,SPORT) AND NOT R_PKG(ALPINE SKI, RECREATIONAL),ADDMODIFIER(RENTALS,AUTOSALE,BOOT-SPORT))
Sport
If renting a sport ski along with a sport boot, sell a sport package item.
If renting a sport ski along with a demo boot, sell a sport ski/demo boot package item.
If renting a sport ski along with a recreational boot, sell a sport ski/recreational boot package item.
If renting a sport ski alone (without being packaged with any level of alpine ski boot) sell a sport ski item.
If renting a sport boot alone (without being packaged with any level of an alpine ski) sell a sport boot item.
REC
IF(R_TYPELEVEL(ALPINE SKI,RECREATIONAL) AND R_PKG(ALPINE SKI BOOT,RECREATIONAL),ADDMODIFIER(RENTALS,AUTOSALE,PKG-REC))
 
IF(R_TYPELEVEL(ALPINE SKI,RECREATIONAL) AND R_PKG(ALPINE SKI BOOT,DEMO),ADDMODIFIER(RENTALS,AUTOSALE,PKG-RSDB))
 
IF(R_TYPELEVEL(ALPINE SKI,RECREATIONAL) AND R_PKG(ALPINE SKI BOOT,SPORT),ADDMODIFIER(RENTALS,AUTOSALE,PKG-RSSB))
 
IF(R_TYPELEVEL(ALPINE SKI,RECREATIONAL) AND NOT R_PKG(ALPINE SKI BOOT,SPORT) AND NOT R_PKG(ALPINE SKI BOOT,DEMO) AND NOT R_PKG(ALPINE SKI BOOT, RECREATIONAL),ADDMODIFIER(RENTALS, AUTOSALE,SKI-REC))
 
IF(R_TYPELEVEL(ALPINE SKI BOOT,RECREATIONAL) AND NOT R_PKG(ALPINE SKI, DEMO) AND NOT R_PKG(ALPINE SKI,SPORT) AND NOT R_PKG(ALPINE SKI, RECREATIONAL),ADDMODIFIER(RENTALS,AUTOSALE,BOOT-REC))
Recreational
If renting a recreational ski along with a recreational boot, sell a recreational package item.
If renting a recreational ski along with a demo boot, sell a recreational ski/demo boot package item.
If renting a recreational ski along with a sport boot, sell a recreational ski/sport boot package item.
If renting a recreational ski alone (without being packaged with any level of alpine ski boot), sell a recreational ski item.
If renting a recreational boot alone (without being packaged with any level of alpine ski), sell a recreational boot item.
BOARD
IF(R_TYPE(BOARD) AND R_PKG(BOARD BOOT,N/A),ADDMODIFIER(RENTALS,AUTOSALE,PKG-BOARD))
 
IF(R_TYPE(BOARD) AND NOT R_PKG(BOARD BOOT,N/A),ADDMODIFIER(RENTALS,AUTOSALE,BOARD))
 
IF(R_TYPE(BOARD BOOT) AND NOT R_PKG(BOARD,N/A),ADDMODIFIER(RENTALS,AUTOSALE,BOARD BOOT))
Board
If renting a snowboard (any level) with a snowboard boot, sell a snowboard package item.
If renting a snowboard (any level) without a snowboard boot, sell a snowboard item.
If renting a snowboard boot without a snowboard, sell a snowboard boot item.
XC
IF(R_TYPE(CROSS COUNTRY SKI) AND R_PKG(CROSS COUNTRY BOOT,N/A),ADDMODIFIER(RENTALS,AUTOSALE,PKG-XC))
 
IF(R_TYPE(CROSS COUNTRY SKI) AND NOT R_PKG(CROSS COUNTRY BOOT,N/A),ADDMODIFIER(RENTALS,AUTOSALE,XCSKI))
 
IF(R_TYPE(CROSS COUNTRY BOOT) AND NOT R_PKG(CROSS COUNTRY SKI,N/A),ADDMODIFIER(RENTALS,AUTOSALE,XCBOOT))
Cross country
If renting a cross country ski (any level) with a cross country boot, sell a cross country package item.
If renting a cross country ski (any level) without a cross country boot, sell a cross country ski item.
If renting a cross country boot without a cross country ski, sell a cross country boot item.
TELEMARK
IF(R_TYPE(TELEMARK SKIS) AND R_PKG(TELEMARK BOOTS,N/A),ADDMODIFIER(RENTALS,AUTOSALE,PKG-TELE))
 
IF(R_TYPE(TELEMARK SKIS) AND NOT R_PKG(TELEMARK BOOTS,N/A),ADDMODIFIER(RENTALS,AUTOSALE,TELESKI))
 
IF(R_TYPE(TELEMARK BOOTS) AND NOT R_PKG(TELEMARK SKIS,N/A),ADDMODIFIER(RENTALS,AUTOSALE,TELEBOOT))
Telemark
If renting a telemark ski (any level) with a telemark boot, sell a telemark package item.
If renting a telemark ski (any level) without a telemark boot, sell a telemark ski item.
If renting a telemark boot without a telemark ski, sell a telemark boot item.
SNOWSHOES
IF(R_TYPE(SNOWSHOES),ADDMODIFIER(RENTALS,AUTOSALE,SNOWSHOES))
Snowshoes
If renting a snowshoe (any level) sell a snowshoe item
BIKE
IF(R_TYPE(BIKE),ADDMODIFIER(RENTALS,AUTOSALE,BIKE))
Bike
If renting a bike (any level), sell a bike item.
HELMET
IF(R_TYPE(HELMET),ADDMODIFIER(RENTALS,AUTOSALE,HELMET))
Helmet
If renting a helmet (any level), sell a helmet item.
 
5. Next, create a POSTPROCESS rule that is used to group the same type of rental days together. This rule must be in place in order to calculate multi-day discounts with Dynamic Pricing Rules.
 
Rule nickname
Rule configuration
Rule description
Rule explanation
GROUPDAYS
POSTPROCESS(GROUPDAYS())
Group days
Subtotal each unique combination of day types and auto-sold items together as opposed to displaying one line per day.
 
6. Finally, bring it all together into the rule that is attached to the actual rental contract items (within the rental Action Specifics on the Action tab).
 
Rule nickname
Rule configuration
Rule description
Rule explanation
CONTRACT
SUB(PREPROCESS)
 
SUB(DEMOS)
SUB(SPORT)
SUB(REC)
SUB(BOARD)
SUB(TELEMARK)
SUB(XC)
SUB(BIKE)
SUB(HELMET)
SUB(SNOWSHOES)
 
SUB(GROUPDAYS)
Contract Auto-Sale Rule
Preprocess the rental activity associated with the contract to determine what type and level of equipment is counted in exchanges and also determine the various rental day types and number of these day types, within the rental period.
Next, auto-sell the appropriate items based on the activity associated with the rental contract after the preprocessing has occurred.
Finally, group the same day-type/auto-sold item combinations together on one line item per unique combination and increment the # of rental days on each unique line item as opposed to listing each day’s type and auto-sold item on separate lines. This is necessary to enable Dynamic Pricing capability based on multi-day rentals.