Custom warehouse statuses help you track where your equipment is.
Each status describes the stage of one packing list, so your team can see at a glance which pickups are being prepped, which are on location, and which have been returned.
Add a warehouse status
- Go to the Configuration module.
- Under Settings, click 'Warehouse statuses'.
- Click + Add warehouse status.
- Enter a name for the status.
- Click Save.
Here you can adjust the statuses that you use on packing lists in the warehouse.
Existing packing lists keep their current status, so pay attention when you change the order of the statuses. You can only delete a status if no packing lists or equipment are linked to it.
Drag and drop a status to change its position. Three statuses are locked and cannot be repositioned or removed:
- Confirmed
- On location
- Returned
In the screenshot, (1) shows the button to add a status, (2) shows the lock icons on the statuses you cannot move or remove, and (3) shows the handle you use to drag a status to a new position.
Use the statuses in the warehouse
All your statuses appear in the Warehouse module. Every packing list has its own tile, and you move a packing list from one status to the next by booking its equipment.
For more details, see Warehouse Module: Tile View.
All custom statuses are "out of the warehouse" statuses. Hence, equipment is not available while a packing list is on one of those statuses. Custom statuses do not have any influence on the financial status of a project.
Project status and warehouse status are separate
Custom warehouse statuses no longer appear in the status list of the Projects module. A subproject status is now only used to manage the project itself. The available subproject statuses are: Canceled, Inquiry, Draft, Pending, Confirmed, In progress, Execution done, and Complete.
The warehouse status of each packing list is shown in the Warehouse module. Next to the project status, a small progress indicator shows how the warehouse is doing: grey means the project is not in the warehouse yet, green means it is on track, and red means it is behind schedule.
Ready to pack replaces a custom status
You no longer need a custom "Ready to pack" status. Instead, mark the subproject as Ready to pack on its Equipment tab. The packing lists of a subproject only appear in the warehouse after you do this. For the full steps, please check out this article.
What happens to my existing statuses?
Rentman does not convert your data. When the update goes live, every subproject that has a warehouse status other than Returned gets the project status In progress, and every subproject with the status Returned gets the project status Execution done. Your custom warehouse statuses stay available for your packing lists.