Yelken360

Loading…

Please wait while the page is loading.

YelkenRent

Rent Tracking Module

YelkenRent

Rent Tracking Module

Customer–location rental accounts for equipment and property; accruals, returns, payments, proposals, and reports.
Rental accounts (customer + location), rentable item catalog, segment-based earned revenue, partial or full returns, payments, and rental proposals with one-click conversion. Timeline shows every event chronologically.
Read full description Solutions See plans and pricing
YelkenRent - Yelken360

YelkenRent tracks rentals using customer–location accounts instead of traditional contract objects. All activity for the same customer at the same location rolls into one account; new lines attach to an existing account or create one automatically.

Each rental line accrues from its start date. Partial returns split segments so you know how many units were on rent in each period. Full returns stop billing for that line.

Maintain a rental item catalog with unit price, period (hourly/daily/monthly), and optional multiplier. Rent-out and return flows use guided modals; payments reduce balance at account level. Rental proposals let you draft, send, and convert accepted quotes into live rentals. Reporting covers operational KPIs, financial summaries, and customer detail with Excel and PDF export.

The timeline tab lists rent-outs, returns, and payments in order—ideal for scaffolding, equipment, and any time-based rental model.

Features

ERP, Catalog, Stock, Inventory, Invoicing, Accounting, CRM, HR, Integrations and more. Enable the modules you need under one subscription; new modules are added to the platform over time.

  • Rental accounts (customer + location)

    One account per customer/location pair within a workspace. Additional rent-outs append to the open account or create it if missing—similar to a running account without a separate contract entity.

  • Segment-based earned revenue

    Each line earns from its start date; partial returns create segments (e.g., 10 units 5 days, then 7 units 5 days). Balance due equals earned revenue minus payments; overpayments are highlighted.

  • Rent out and return

    Modal workflow: Rent Out (customer/location or account, date, line items with qty, unit price, period) and Return (pick account, active lines, partial or full quantities, return date). Full return closes the line.

  • Payments and timeline

    Record payments per account with amount, date, method (cash, wire, EFT, check), reference, and notes. Timeline lists rent-outs, returns, and payments chronologically.

  • Rentable item catalog

    Define items with name, unit, default price, period, optional multiplier, and optional product link for stock integration. Pick from catalog or enter free-text lines on rent-out.

  • Rental proposals

    Push draft lines to the Proposal module, edit, PDF, and send; Convert to Rental turns an accepted quote into accounts and positions with traceability.

  • Reports and export

    Operational dashboard, financial period summaries, and customer detail with location breakdown plus timeline. Export detailed Excel and summary PDF.

  • Settings

    Default billing period, currency, and optional stock linkage.

What does Rental Tracking provide?

YelkenRent models equipment or product rentals with customer–location accounts. The sections below explain balances, earned revenue math, and workflows.

Account model and workflow

Continuous accounts instead of discrete contracts; lines stack on the same customer/location.
One active account per workspace + customer + location. New rent-outs append or create accordingly; store references and notes at account level.
Choose customer and location (or stay inside an account), transaction date, reference, notes, and line rows with name, quantity, unit price, and period. Each row carries its own start timestamp.
Select an account, list active lines, enter return quantities and dates. Partial returns allowed; when returned quantity equals original, the line completes.
Post collections with amount, date, method, and reference. Balance due = earned revenue − payments; negative balance signals overpayment.

Earned revenue and segments

Partial returns split rental periods into calculable segments.
Daily: days × daily rate. Monthly: (days / 30) × monthly rate. Hourly: hours × hourly rate. Day count runs from start to return date or today.
Each partial return starts a new segment (e.g., 10 units 4 days, return 3 → 7 units continue). Total earned revenue sums all segments.
Optional: quantity × multiplier = billable units (e.g., scaffolding m²) before applying unit price.

Catalog and proposals

Standard rentable items and quote-to-rental conversion.
Name, unit, default price, period, multiplier, optional product mapping for stock when enabled. Lines can come from catalog or free entry.
Send lines to Proposal, finalize externally, then convert to rental accounts and positions; quotes stay linked for audit.

Reports and settings

Dashboards, financial rollups, and module configuration.
KPI cards (active accounts, earned revenue, collections, balance due, units on rent), account tables, financial periods, customer detail with locations and timeline, Excel/PDF export.
Default period, currency, multiplier label, optional stock integration, reminders for returns or end-of-rent notices.

Ready to get started?

Explore Plans

Solutions Back to modules See plans and pricing
By using this website, you agree to our cookie policy.