Setting up your equipment in Rentman

In this article, we provide an overview of the steps to get your equipment into Rentman and start planning for your projects.-

Empty your trial database (optional)

After activating your license, you can choose to empty the sample database from your Rentman trial. This step is optional. To do this, go to the Configuration module > Settings > Empty database. Note that you cannot restore your trial data after emptying.

Create the right folder structure

A good folder structure is essential to stay organized and find your information faster. In Rentman, you are free to set your own folder structure in the Equipment module, like this:

Folder_structure_example.png

Read our article about creating your folder structure.

Add or import your equipment

Getting your equipment into the database allows you to start planning your equipment on projects. You can do this in two ways:

Adding equipment
Adding your equipment is useful when you want to add a single (or small number) of items to the Rentman database.

Importing equipment
Importing your equipment is useful when you want to add all (or a large number) of equipment at once. This works by uploading your .xlsx file (Microsoft Excel, Google Sheets) that contains a complete list of your equipment.

Group your equipment

You can group equipment into kits and cases. This is useful for quicker planning, making sure you're not forgetting equipment, and generating clear equipment lists on your documents. Aside from grouping equipment into kits and cases, you can also add items to other equipment as accessories.

Read our article about creating kits and cases (and adding accessories).

Create discount and factor groups

Discount groups and factor groups are useful to give your clients a discount on equipment. A discount group is useful for fixed discounts, and factor groups for discounts that depend on the number of days an item is rented.

Read our article about creating a discount group and factor group

Set up QR codes, barcodes or RFID codes (optional)

QR codes, barcodes and RFID codes are useful for tracking the location of your equipment. Additionally, you can scan items for repairs abd check for any forgotten items when packing for projects. Rentman also allows you to directly generate and print QR codes.

Read our article about setting up QR codes, barcodes and RFID codes.

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