Turn a quote into a rental

A quote presents an offer to the customer. Approval moves it into the rental workflow; the equipment still needs a separate physical check-out.

1. Open Rentals, select New rental, and choose Quote in the creation type control.
2. Select the Customer, enter the Rental period, and add products or kits under Rental items. Check availability for the requested dates before promising equipment.
3. Review the rates, quantities, delivery or pickup arrangements, and Payment terms. Select Create quote.
4. Find the quote in the Rentals list. Open its details and review the customer, period, items, total, and any document you intend to share.
5. Once the customer accepts the quote, choose Approve. Then use the check-out workflow to record what physically leaves.

Note: A quote does not itself collect a rental payment. Whether a quote reserves equipment depends on the company's inventory policy and the quote state; verify the availability shown before approval. Customer payments are collected through your existing payment service or terminal and recorded manually in FacilRental. FacilRental has no renter-facing online checkout.

Next: Check out equipment and prepare a packing list.