Citrus Lime Integration - BRM to CL

Why Would You Want to Do This?

You might want to run all your transactions—both retail and rental—through a single system, Citrus Lime. This way, BRM manages your rentals, while Citrus Lime handles all the payments. However, you might not necessarily want to start in Citrus Lime. There could be a few reasons for this:

• You may only take payments at checkout or check-in.

• You might need to add an unexpected charge later in the rental, such as a late payment.
  
  

How Does It Work?

When you're ready to transfer a rental transaction into Citrus Lime, follow these steps:

When it’s time to process a payment—whether by adding transactions or during a stage transition—simply select Citrus Lime POS as your payment method.

To Add a Transaction and Pay in Citrus Lime:

1. Use the 'Add Transaction' button.

2. Select Citrus Lime POS as your payment method.

This will transfer your payment to Citrus Lime, allowing the payment to be completed there.

In Citrus Lime, select the till you’d like to use for the transaction.

Citrus Lime will then refresh with the transferred information, including customer details, pricing, and items. 

You can then add any retail items you'd like to the same order.

To complete the transaction, click "Set Transaction Type."

Then, select "Work Order."

Next, tick "Pick Up" and then tender the item

Tender the item:

Once the transaction is completed, you can return to BRM.

BRM receives notifications every 30 seconds about any transactions that have occurred in Citrus Lime.

Once notified, BRM will update the stage from Provisional to Confirmed, and you’ll be able to view a detailed log of the transaction in both the Transactions and Events tabs of the RDP.

See also:

Citrus Lime integration - overview

Connect to your Citrus Lime Account

How do I use the Citrus-Lime integration with Bike Rental Manager? (EXTERNAL: Citrus Lime Support page)

How do I set up Cloud POS to work with Bike Rental Manager? (EXTERNAL: Citrus Lime Support page)