This page will provide the support information for the Rental Business Manager Excel Template. You will find links to articles and video tutorials on how to use the template. I am continuing to add material to this page. Please post any questions in the comments section below. I will be happy to answer.
The second version of this template was published in Oct 2016. Thanks to everyone who used the first version and gave valuable feedback.
Before we get started
- If this is the first Excel template you are using from indzara, 3 Important things to remember
- If you are new to Excel tables, please read How to use tables, Add/delete rows
Introduction and Overview of Rental Business Manager
- Short Introduction Video providing basics of Rental Business Manager
- Tour Video which goes through the features available in more detail
We will go through a few simple steps to initially set up the template for our specific rental business. Click here to read the Initial Setup steps.
- Enter Business Information
- Enter Asset Categories
- Enter Assets in Assets sheet
- Enter Customers’ info in Customers sheet
- Review and set up Invoice sheet
- Set Currency
Entering rental order information is done in 2 steps. We can check availability of assets, before entering an order and after. How to enter rental Orders in template?
The template has a built-in calendar that allows viewing the availability of our rental assets. Let’s learn more about the Rental Availability Calendar.
The template can create invoices on demand based on the order details we have previously entered. Just type in an order number. You can also export the invoice to PDF or print. Learn all about invoices.
Rental Business Manager template enables simple and effective finance management for rental businesses. We have options to enter taxes and discounts. We can track payments made by customers on orders. In addition, we can also record operational business expenses. Learn about finance management features for rental businesses..
Reporting in Rental Business Manager Excel template is fully automated and very extensive. We have reporting to help us get an accurate view of business performance in multiple areas (inventory, sales & finance) from multiple dimensions (product and Customer). Reporting is available on inventory levels, accounts receivable, monthly metrics, top and bottom performing product and top performing customers. All about reporting.
- How to Freeze Panes
- How to unprotect or unlock sheets
- Add or Retire Asset
- Built in Custom fields
- Creating new columns
- Filtering Tables
- Renaming columns