In Rentman, you can plan your equipment items, kits, cases and accessoires. In the 'Equipment' tab of your project you decide what items to plan and how these will display on your quote. In this article we will guide you through planning equipment and the related options.
To quickly understand the basics of equipment planning you can watch the how-to video below.
The equipment planning view
In Rentman, you always plan your equipment from the 'Equipment tab' in a project.
On the left, you can see the equipment in your database. On the right, you find a list of all planned equipment. This information will also appear on your quote for the project (depending on your chosen template).
Note: to customize the view you can show or hide columns.
Rentman tip: you can edit values for multiple selected equipment items at once. Click on the more actions [...] button and select 'edit items'.
By default, your packing slips show the database name of your item. If you change the name of an item in a project, you can choose to display this name on your packing slips instead. Edit the template for your packing slips, and add the Project name column to the Equipment module in your template, instead of the Database name column.
Equipment groups can be used to separate equipment in planning and documents. You can choose how you want to divide the equipment, for instance for different categories (audio, lights), locations (stages, rooms), or time periods.
Setting times for equipment groups
Equipment groups are always linked to time periods from the project's time schedule. Every group has a planning period (period equipment leaves the warehouse) and usage period (period you charge on the quote).
By default, a new equipment group will take the same planning and usage period as the project. But you can also manually link the equipment group to a different time period.
Rentman Tip: If you use a standard structure of equipment groups, add them to a project template. When you create a new project select the template, so you won't have to create all the groups every time.
Rentman Tip: If you want to automatically order equipment on packing slips per folder structure or warehouse location, set this up in your document templates.
Add a new equipment group
To create a new equipment group:
- Enter a name for your group in the 'Add new group' field.
- Click on the + button to add the group with the default planning and usage period, or click on the Usage Period button to select them manually.
You can also set a time duration for the equipment group by going to the 'time unknown' tab.
To edit an equipment group, double-click on the equipment group name.
Type of equipment:
Location of warehouse:
- Area 1
- Area 2
Add equipment group remark
To add a remark to an equipment group, double-click on the equipment group name. Remarks can be shown in the quotation to describe the equipment group to your customer. Example: use the remark to explain your idea for an area.
Planning equipment items
How it works
In the 'Equipment' tab, you find your equipment list with your items, kits, and cases on the left column. You can use the search function to quickly look for an item in your database.
Planning items from your database
To plan an item, you have two options:
- double click - on the item. This will copy one item from your database to the planning
- enter a quantity - by clicking on the right side (under the quantity column) a text field will open where you can enter a manual quantity.
Automatically plan equipment with kits, cases, and accessories
Kits, cases, and accessories speed up your planning process.
Planning kits: The content of a kit (unlike the content of a case) can be changed. Click on the to open the kit. When kits are opened the number of items in the kit can directly be changed.
Planning with accessories: accessories are equipment items automatically or optionally planned in your project when planning that equipment item. Example: when planning a moving head light you might want to add a rain cover if the event is outside.
Adding a temporary item or comment line
Temporary items: Temporary items are useful to add a custom item for a specific project. A temporary item is not in your stock, and will therefore directly show as a shortage.
to add a temporary item:
- click .
- Choose Temporary.
Comments: With comments, you can add information to your packing slip or quotation.
to add a comment:
- click .
- Choose Comment.
Equipment availability when planning equipment
When planning items, Rentman takes your equipment availability into account. If you plan more items than what you have in stock, the item will become red to highlight the shortage. To see more information on the equipment availability open the availability timeline.
- Reserving equipment - When your project is confirmed equipment is automatically reserved. By reserving equipment, you make sure that the equipment is set aside for the project.
Extra planning and quoting options
You can mark equipment as optional for a project. This is useful for letting a customer choose between different items, kits or cases. Additionally, this allows you to offer extra items to a customer.
Hiding equipment on a quote (but showing it on the packing slip)
You can hide equipment from quotations and invoices, while still showing it in your packing slip. This way you can avoid filling your documents with items your clients don't care to know about (e.g. cables). You have 3 options to do this:
- Hide an equipment group - Double-click on an equipment group name, and deselect the "Show in price calculation" box.
- Price accessories as 0 - Make sure to setup your templates to hide items with price=0 (take into account that equipment items discounted 100% will not be shown either).
- Don't show items into kits - Set up a kit so that its content isn't shown in financial documents.
Planning serial numbers
You can plan a specific item using serial numbers. To do this:
- Select an item in your project. and click the More actions button
- Choose Reserve serial number. The pop-up screen that opens shows an overview of your serial numbers and their availability.
- Select your preferred serial number and choose Reserve to book it for the project.
The serial number you've selected will be visible on the packing slip and in the booking screen of your warehouse module.