This article is a step by step breakdown on how to enable contact business rules. When you enable this setting, you can set different rules that your regular customers can get such as automated discounts or special pricing for the vehicle classes. To learn more about contact management, click on this link here.
Firstly, navigate to Settings > Car Rental as shown in the picture below highlighted in dark blue.
Next, select “Yes” under “Enable Contact Business Rules” as shown in the picture below highlighted in orange.
Lastly, click on the blue “Save” button located at the bottom of the page.
Now navigate to your customer’s profile by going to Customers > Selecting the particular customer highlighted in dark blue and orange in the picture below.
Here, you will notice an extra tab called “Car Rental” as shown in the picture below highlighted in orange.
In this tab is where you can set the different rules for this particular customer. There are 4 sections in this tab. They are Taxes, Additional Charges, Distance Limit, and Payment Rules.
There are 3 items under this section. They are “Sales Tax (%)”, “Tax Label” and “Automatic Discounts”.
This will allow you to set a different sales tax for this particular customer. To remove the sales tax, put 0 in this field.
This is the tax label that you will see in the reservation summary and rental agreement.
This is the section where you can apply an automatic discount for this particular customer. First, you must create a discount in the system. To learn how to create a discount click on this link here.
This is where you can set up the different prices for the different additional charges that you have created in the system. To learn more about additional charges, click here.
This is where you can set up the different distance limits for this particular customer. The two types here are the global distance and per vehicle class. To learn more about distance limit, click here.
This is where you can set up the different payment rules such as allowing rentals with outstanding balance or contract closing with an outstanding balance. This is useful for customers that you trust or have had a long-term relationship with. You can also set up the fuel price here. To learn more about fuel price, click here.