How to · Tool rental

Tool rental: from data to a working system

Native Rent how-to. Example industry: tool and equipment rental. Objects stay generic (Rentable, Rental Rate, Rental Transaction); "tool", "equipment", "accessory" are local words for layouts/reports only.

Packaging demo records (nativerent-dev-ed, 2026-10-24): Demo Concrete Saw CS-14 — a01a500002VJZlcAAH (A-0000004140); Diamond Blade Kit 14in — a01a500002VJdvjAAD (A-0000004141, add-on). Manufacturer DemoPower Tools; Category Cutting Tools; Site Chicago Office.

What you'll do

1. Do Part A once on the hub. Daily hire usually works date-only (Use Date and Time Off); turn it On if you rent by the hour.
2. Part B: create a tool Rentable, its Daily rate, and post-rental fees.
3. Part C: book → pay → check out → check in with a post-rental charge.
4. Part D: Search, Scheduler, reports, part-based damage locations.

Part B — Build the data (tool example)

B1. Create Rentables

1. Rentables → New. Name example: Demo Concrete Saw CS-14.
2. Serialized tools: one Rentable each, Is Add-On off.
3. Accessories sold/rented by count (blades, extension cords, cases): separate Rentable, Is Add-On on, set Quantity (example: Diamond Blade Kit 14in, Quantity 8); tick Restockable if it should return to stock at check-in when the Check In version that reads Restockable is active.
4. Save. Chapter 3.

B2. Create Rental Rates

Daily rates are the common base. Example set for Demo Concrete Saw CS-14 (demo dollars — adjust for your price list):

Post-rental rates: Charge Due must contain "Post" and Active must be true. Add-on accessories: one Daily rate (Diamond Blade Kit 14in: 18 demo). Chapter 4, chapter 7.

Note (source: QA 2026-10-24): the live Post-Rental Charges table columns are Charge Type / Rate / Rate Notes (not Charge Name); fee labels for these demos are in Rate Notes.

B3. Sanity check

Tool Rentable has an Active Daily rate and appears in Search / Rentables list.

B4. Optional — classification

Part C — Working system smoke path

1. Book — Start Rental (exact label can vary by Lightning page); Contact; dates; pick Demo Concrete Saw CS-14 plus Diamond Blade Kit 14in; Daily rate; confirm. Chapter 5.

2. Pay (optional) — NR_Payment_Screen; Payment Log row created. Chapter 8.
3. Check out — Checkout_Process; lines → Checked Out. Chapter 9.
4. Check in — CheckIn_Flow; extra time keeps the original Daily rate on the extra-time line; Damage Check with a part location (e.g. blade); pick Lost Accessory or Cleaning; finish → Completed. Damaged tool stays off rent until Ready for Rent. Chapter 10.

Note (source: QA 2026-10-24): the live Post-Rental Charges table columns are Charge Type / Rate / Rate Notes (not Charge Name); fee labels for these demos are in Rate Notes.

Checklist:

• [ ] Non-admin booked tool + accessory.
• [ ] Checkout and check-in completed; a post-rental charge was billed.

Warn: NR_Edit v17 — don't save date edits on rentals with multi-unit add-ons until the fix ships (relevant: accessory quantities).

Part D — Optional next

• Search Records / Scheduler (Native Planner) — chapter 14; org-specific Planner setup is outside this how-to.
• Reports — local ideas: tools out of service, accessories billed at return, late returns. Chapter 13.
• Damage_Location__c — add part values (blade, cord, housing, case) as subscriber picklist values; deactivate car values (Hood, Bumper, Windshield) by hand after the generic-picklist upgrade.

Related docs

Hub · User guide · Set up a Rentable and its rates · subscriber install notes

Still open

• Restockable stock return when that Check In version is active (see hub Still open).
• Per-rate Pro-Rating checkbox — not built; checkout email — not live yet.
• Example names and amounts are packaging-org demo values (see README); not list prices.
• Screenshots: QA shots under Images/howto/ (2026-10-24).