Procure & receive
Raise purchase orders and receive stock into the Loan Pool, with warehouse, serial or batch context.
Stock ready for rental
Product rental & planning on Salesforce
Rent with
confidence.
Plan every
next move.
Your products keep moving.
Your teams should stay connected.
Sell or rent the same product, with separate stock for each. Connect Loan Pool inventory, quotes, agreements, billing and returns from the first purchase order to the next rental.
✓ Salesforce-native
✓ Inventory to finance
One connected journey
Rental operations
Your day, at a glance
SAMPLE VIEW
On rental
18agreements
Ready to rent
18units in pool
Returns due
06this week
Every product, accounted for
Loan Pool
Infusion Pump X200
Serial tracked · LA-00128
On rental
Access ladder
Warehouse A · Loan Pool
Available
Service equipment kit
Return received · QC pending
In inspection
Agreed once. Connected throughout.
Illustrative product preview · sample data
ONE PRODUCT JOURNEY
Procurement
Loan Pool
Quote & order
Agreement
Billing
Return & QC
One product / Two ways to fulfil
Sell it. Rent it.
Sell it. Rent it.
Keep stock separate.
A product configured as rentable can still be sold normally. Toggle the quote or order line between sale and rental, with availability drawn from the relevant inventory pool.
Standard sales inventory and Loan Pool inventory stay separate. Changing the mode does not combine their quantities.
EXAMPLE PRODUCT / INFUSION PUMP X200
INTERACTIVE EXAMPLE
Quote / order line
Choose normal sale or rental
Used for normal sales
Used for rentals
Rental selected. Availability comes from the Loan Pool, with the rental policy and billing plan.
Illustrative selection · separate inventory quantities
The connected rental lifecycle
From the first receipt
From the first receipt
to the next rental.
Rental is more than an order with a return date. Axolt connects the commercial, warehouse and finance work around every loaned product.
Plan & quote
Review availability and supply gaps. Choose rental products, policies and billing plans in the quote or order.
Commercial terms alignedAgree & dispatch
Capture agreed terms, handle rate approvals and connect the agreement to fulfilment and its billing start.
A traceable commitmentTrack & bill
See active loans and due returns. Generate rental invoices using the agreed billing frequency and timing.
Operations meet financeReturn & inspect
Receive full or partial returns through RMA. Record QC evidence and control release back to available stock.
Condition before reuseSettle & reuse
Review additional charges, approvals and invoices. Reconcile deposits and credits through the finance workflow.
Ready for the next cycle
02 / A workspace for the whole team
See the work.
See the work.
Know the next step.
Move between the six views that connect rental operations.
Explore an illustrative workspace below.
Rental overview
A shared starting point for the work ahead.
Active agreements
18
Products currently on rental
Due this week
6
Upcoming customer returns
Pool available
18
Units ready for fulfilment
Needs attention
3
Return, supply and finance work
Your work queue
3 sample items
Upcoming returns
October 2026
OCT23
Access ladder
LA-00139 · Example customer D
Due soon
OCT26
Service equipment kit
LA-00142 · Example customer E
Due soon
OCT28
Infusion Pump X200
LA-00128 · Example customer A
Due soon
03 / Plan supply with context
Promise with a
Promise with a
clearer picture
of your stock.
See what is available, what is committed and where more supply is needed.
01
Separate sales and rental stock
Keep standard sales inventory separate from Loan Pool inventory. Review rental stock by warehouse and location, including reserved, issued and inspection quantities.
02
Demand connected to procurement
Review back-order requirements, available pool stock and remaining linked purchase orders before buying more.
03
Receipt and QC in the same flow
Receive into an eligible warehouse and complete required checks before stock becomes available for fulfilment.
LOAN POOL / SUPPLY PLANNING
EXAMPLE
A supply gap, made visible.
Infusion Pump X200 · Warehouse A
08
Required
−
03
Pool contribution
−
02
On linked PO
Suggested purchase
3 units
1 Review demand
2 Review & raise PO
3 Receive & QC
Planning suggestions support the buying decision. A suggestion does not reserve stock.
04 / Commercial control
Your rental terms.
Your rental terms.
Carried all the way through.
Connect what sales agrees with what operations fulfils and finance bills. Keep the policy, pricing basis and billing plan with the agreement.
Policies that define the rental
Set tenure, grace periods, base-fee methods, overdue rules and deposit requirements. Reuse an active policy or select the default in the sales flow.
Standard equipment rental Active
Illustrative policy
Tenure
2 weeks
Grace
2 days
Billing plan
Weekly · advance
Start basis
Shipment
Billing that follows the plan
Use up-front or recurring daily, weekly and monthly plans. Define advance or arrears timing and the proration method for the agreed rental period.
Period 1
Weekly invoice
16–23 Oct
Period 2
Weekly invoice
23–30 Oct
Return
Final review
30 Oct
Agreements with a clear baseline
Capture commercial terms at agreement creation. Route rate overrides for approval and generate agreement documents without losing the order context.
✓
How rental billing works
Accepted terms stay with the loan
Later policy edits do not silently rewrite the agreement’s captured pricing and rules.
RETURN · INSPECTION · REUSE
EXAMPLE
The return is a new beginning.
Access ladder · LA-00131
✓
Return received
RMA linked to the original rental
Received
✓
Quality check completed
Required checklist answers recorded
Passed
✓
Released to the Loan Pool
Warehouse A · available for fulfilment
In stock
Stock readiness
05 / Close the loop
A return is only
A return is only
complete when
the details are.
Keep the return, the condition of the product and the financial outcome connected.
Full and partial returns through the existing RMA and receiving workflow
Product checklists and saved inspection evidence before release through the receiving workspace
Review of overdue, damage and other assessed charges with approval and invoice links
Deposit allocation, unused-deposit refunds and dispute credits through existing finance processes
Quality pass/fail and customer charging are separate decisions. Inspection evidence supports the commercial review.
Connected teams / Shared context
One rental.
One rental.
Everyone on the same page.
Agree with clarity.
Bring the product, policy, rental price and billing plan into the quote and order conversation.
Keep products moving.
Follow availability, procurement, dispatch, due returns and inspection work from the rental workspace.
Keep the full trail.
Connect scheduled rent and approved charges to invoices, deposits, credits and settlement review.
A few useful answers
Rental, without
Rental, without
the guesswork.
Have a more specific workflow?
Let’s walk through it together.
How does rental stock differ from regular sales stock?
The same product can have both standard sales stock and rental stock. Normal sales use standard inventory, while rentals use the separate Loan Pool. Availability and movements are tracked for each pool, so rental units are not counted as available sales stock.
Can we use rental products in quotes and orders?
Yes. The rental flow supports selecting Loan Pool products, an active loan policy and billing terms in quoting and order entry. Quote conversion carries the rental context into the order and agreement. Agreed rate overrides use the configured approval process.
Can rentals be billed daily, weekly or monthly?
Billing plans support daily, weekly and monthly recurring periods, as well as up-front billing. The plan defines advance or arrears timing and proration. Rental invoices are generated against the agreement’s captured terms; posting and payment use the existing finance workflow. Eligible automatic runs require explicit setup.
What starts and stops the rental billing period?
The agreement can use fixed dates or wait for the applicable confirmed shipment or delivery event, according to its captured start basis. Actual Loan Pool return receipts stop future rental for the returned quantity. The accepted proration method controls shortened periods, and final arrears may still be due after a return.
How are returns, QC and extra charges handled?
Returns use the RMA and receiving workflow, including partial quantities. Products requiring QC move through inspection before release via the receiving workspace. Overdue and explicitly assessed damage or other charges are reviewed separately, with approval and invoicing through the loan finance flow. A failed inspection alone does not calculate the customer’s charge.
Can the same product be sold and rented?
Yes. A product configured as rentable can be used for a normal sale or switched to rental on the quote or order line. Normal sales use standard sales inventory; rentals use the separate Loan Pool. Switching the line’s mode changes the applicable stock and commercial terms without combining the two inventory pools.
Your products have more journeys ahead.
Make every rental
Make every rental
a connected one.
See how procurement, stock, sales and finance
can work around the same product lifecycle.
Illustrative workspace
×
LA-00128
The agreement keeps the selected product, customer, order and agreed commercial terms connected. Its due date and fulfilment context support the next operational action.
Context
Example customer A
Product
Infusion Pump X200
Due date
28 Oct 2026
Policy
Standard weekly
Status
Active
Sample data · no live transactions
Illustrative workspace
×
LA-00131
The expected return date has passed in this example. The operational queue surfaces the outstanding return; the finance review evaluates overdue charges against the agreement’s captured rules.
Context
Example customer B
Product
Access ladder
Due date
19 Oct 2026
Policy
Equipment loan
Status
Overdue
Sample data · no live transactions
Illustrative workspace
×
LA-00134
The return is received and the product is undergoing inspection. Receiving and QC establish the stock disposition; commercial assessments are reviewed separately.
Context
Example customer C
Product
Service equipment kit
Due date
21 Oct 2026
Policy
Standard weekly
Status
In inspection
Sample data · no live transactions
Illustrative workspace
×
Infusion Pump X200
A warehouse stock position combines the rental pool with serial or batch context where applicable. Available quantities should be read separately from reservations, dispatches and QC.
Context
Serial tracked
Warehouse
Warehouse A
Available
8 units
Location
Ground floor
Status
Available
Sample data · no live transactions
Illustrative workspace
×
Access ladder
The Loan Pool provides a dedicated view of rental stock. The existing warehouse and location records support receiving, reservation and outbound fulfilment.
Context
Loan Pool stock
Warehouse
Warehouse A
Available
6 units
Location
Equipment bay
Status
Available
Sample data · no live transactions
Illustrative workspace
×
Service equipment kit
The returned kit is waiting on inspection. Review its component records and condition evidence before releasing eligible stock for the next rental.
Context
Component-based stock
Warehouse
Warehouse B
Available
0 units
Location
Inspection area
Status
In inspection
Sample data · no live transactions
Illustrative workspace
×
SO-00482
Eight units of demand, less three available units and two remaining linked PO units, gives a suggested purchase of three. Review existing supply and eligible warehouses before raising the PO. The suggestion itself does not reserve stock.
Context
Infusion Pump X200
Required
8 units
Pool share
3 units
On linked PO
2 units
Status
Purchase 3
Sample data · no live transactions
Illustrative workspace
×
SO-00489
The illustrative requirement is covered by the available Loan Pool contribution. Planning uses the order’s channel, company and eligible warehouses.
Context
Access ladder
Required
2 units
Pool share
2 units
On linked PO
0 units
Status
Stock covered
Sample data · no live transactions
Illustrative workspace
×
SO-00495
This example already has linked purchase supply. Follow the PO through receiving as Loan Pool and the required QC release instead of creating duplicate supply.
Context
Service equipment kit
Required
1 unit
Pool share
0 units
On linked PO
1 unit
Status
Awaiting receipt
Sample data · no live transactions
Illustrative workspace
×
LA-00128
Recurring rental invoices follow captured rate, quantity, billing timing and proration. Repeated runs protect against billing a period twice. Invoice posting and customer payment remain separate finance actions.
Context
Example customer A
Plan
Weekly · advance
Next billing
23 Oct 2026
Charge context
Recurring rental
Status
Scheduled
Sample data · no live transactions
Illustrative workspace
×
LA-00131
Overdue and explicitly assessed charges are reviewed against the accepted policy and approval rules. Supplementary settlement charges remain separate from recurring rental periods.
Context
Example customer B
Plan
Up-front
Next billing
After review
Charge context
Supplementary charges
Status
Approval pending
Sample data · no live transactions
Illustrative workspace
×
LA-00134
The rental workflow requires valid finance coding and accepted commercial terms. Errors remain visible for an authorized user to review before invoicing.
Context
Example customer C
Plan
Monthly · arrears
Next billing
31 Oct 2026
Charge context
Finance coding
Status
Review required
Sample data · no live transactions
Illustrative workspace
×
Standard weekly
An active default policy can be preselected in the sales flow. Authorized users define the tenure, grace, fee method, replacement basis, deposit and billing-plan settings.
Context
Default policy
Tenure
2 weeks
Grace
2 days
Billing plan
Weekly · advance
Status
Active
Sample data · no live transactions
Illustrative workspace
×
Equipment loan
Policies are reusable across rental products. The agreement captures the chosen commercial terms rather than relying on future edits to the reusable policy.
Context
Short-term equipment
Tenure
10 days
Grace
2 days
Billing plan
Up-front
Status
Active
Sample data · no live transactions
Illustrative workspace
×
Monthly equipment
This is an illustrative draft. In the product, configuration and permissions must be completed before a policy can be used as an active commercial baseline.
Context
Policy draft for review
Tenure
1 month
Grace
3 days
Billing plan
Monthly · arrears
Status
Draft
Sample data · no live transactions