Customer Access Portal - Rentals

About Rentals in GateWay

Provides a conceptual overview of rentals in GateWay.







In This Article


Use rentals in GateWay as a reference tool to view the most up to date information on past and present equipment you have rented. 



Rentals in GateWay are part of a larger series of interconnected steps that involve most components of the Texada Platform as well as several steps that occur outside of the software. The rental process in the Texada Platform can be divided up into several distinct, sequential stages:

Use the following table to learn more about the rental process and the workflow steps that occur at each stage:


Stage Description Workflow Steps
Inventory Creation Your customer is thinking of renting or purchasing, but has not yet made a definite decision

In the meantime, your company is acquiring rental inventory, is creating records of the inventory, and making it available online and/or in your brick-and-mortar store location.
  1. Your company acquires rental inventory such as assets and parts
  2. You create records for this inventory in SRM
  3. Your inventory appears on your ecommerce website as products for sale or rent
  4. Your SRM inventory appears in Texada Web and Texada Mobile as assets and parts, under Inventory
Shopping Your customer decides to rent or purchase a piece of equipment
  1. Your customer browses your equipment either at your physical location or online using your ecommerce website
Contracts and Cash Payments Your customer decides to purchase or rent from you.

If the customer is a cash customer, they pay at the time of rental or purchase.
  1. Your customer makes their equipment selection
  2. If this is a rental transaction, then a contract is created
    1. appears in the customer access portal under Rentals
    2. appears in the list of contracts in Texada Web
    3. appears in the list of contracts in SRM
  3. If this is a cash customer, an invoice is generated at the time of rental or purchase
  4. When the payment is made, SRM processes the sale or rental
Delivery Your customer rents or buys equipment that they cannot transport, so your company assists with delivering the items to their destination
  1. If your customer requires delivery for the equipment, a delivery ticket is created in SRM or Texada Web
  2. The ticket is assigned a driver in Texada Web
  3. The driver loads the rented equipment onto a delivery vehicle, transports the equipment to the requested location, unloads the equipment, and receives a signature for the delivery in Texada Mobile
  4. The delivery ticket is closed
Equipment Use Your customer puts the rented equipment to its intended use
  1. Your customer uses the equipment as intended to complete their job
  2. Your customer finishes using the equipment
Pick Up Your customer finishes using the rented items, but does not have the ability to transport the equipment themselves, and therefore, needs you to pick up the equipment
  1. A pickup request is generated by the customer via the customer access portal
  2. The ticket appears in SRM and Texada Web and Texada Mobile
  3. The ticket is assigned a driver in Texada Web
  4. The driver goes to the requested pickup location, loads the equipment onto their vehicle, obtains a signature in Texada Mobile, transports the equipment back to your yard, and unloads the asset(s)
  5. The pickup ticket is closed
Invoicing and On-Account Payments If your customer is an on-account customer, they are invoiced for the rental then can proceed to pay the invoice
  1. When the pickup ticket is closed, if the customer is an on-account customer, an invoice is automatically generated in SRM
  2. The invoice appears in Texada Web and Texada Mobile and in the customer access portal under Invoices
  3. The customer views the invoice
  4. The customer pays the invoice
Post Rental When the on-account payment is made, accounting processes are triggered to process the sale or rental
  1. The accounting resulting from the invoice payment is handled in SRM

Use the different components of GateWay to handle different aspects of rentals in your business:


Rentals in the Administration Panel

Your GateWay Administrator uses the administration panel to control several aspects of the rental workflow as they function in the customer access portal and ecommerce website: 

  • You can set up which email addresses receive reservation, pickup, service requests, and billing inquiries via the customer access portal 
  • You can view, sort, and organize the existing product inventory, categories, and attributes that are available to rent or purchase on the ecommerce website
  • You can set which types of users can view specific products on the ecommerce website
  • You can view the orders and reservation requests your customers have placed through the customer access portal or via the ecommerce website


Rentals in the Customer Access Portal

Once a piece of equipment is rented, your customers can view the list of equipment they have rented as well as the details of the rental contract the equipment is on. Your customers can adjust the due date of the contract or a product on a contract if they need to return a piece of equipment earlier or later than expected.


From the customer access portal, your customers can interact with you regarding their rental by submitting pickup requests and service requests directly from within the application. 


Rentals on the Ecommerce Website

Your customers, salespeople, and guest users can use your ecommerce website to browse your available rental equipment, make selections, and pay for a rental online, similar to most online retailers.

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