Items, kits, cases and accessories

You can combine your separate equipment items into kits and cases. Using kits and cases helps you stay organized, and lets you generate packing slips, quotations, contracts and invoices with a clear and organized equipment list. It also allows you to plan faster, and is useful for not forgetting items when packing for (and from) a project.

A kit is a combination of items that you can also rent out separately. If you rent them out together, however, the entire kit is given one fixed price. A (flight)case is a combination of items that you never rent out separately. Accessories are items that you optionally rent out along with other items.

In this article, we explain how to create an item, kit, case and accessory.

Before creating a kit or case, you must add your equipment to Rentman as items. -

Equipment types

Item Case Kit Accessories
All equipment in Rentman is first added as an item.

For example: a speaker, lamp, CD-player, or a cable.

Item.png

  • Each item can have multiple serial numbers. When you have five of the same speakers, you have five serial numbers of one item. We sometimes call these "individual items". Read more about serial numbers in this article.

Create a case

  1. In the Equipment module, choose + Add or double-click an existing item.
  2. Next to Type, select case.
  3. Go to the Content tab.
  4. Search for an item, and double-click it to add the item to your case.
  5. Complete your case by adding and filling in information in the various tabs.

For a list of available options in all tabs, read our article about adding your equipment.

Create a kit

  1. In the Equipment module, choose + Add or double-click an existing item.
  2. Next to Type, select kit.
  3. Go to the Content tab.
  4. Search for an item and double-click to add it as standard content to your kit. Note: you can always change the content of a kit for all individual projects that it is planned on, since its content is flexible.
  5. Complete your kit by adding and filling in information in the various tabs.

For a list of available options in all tabs, read our article about adding your equipment.

Add an accessory

  1. In the Equipment module, double-click an existing item, kit or case.
  2. Go to the Accessories tab.
  3. Search for an item and double-click to it as an accessory.

Options

To choose an option, double-click on a cell in the list and select "Yes" or "No".

  • Automatic
    • If you select "Yes", the accessory will always be added along with the item, without a warning message.
    • If you select "No", you will receive a warning message when you add the item that your accessory is linked to. It will ask you whether you want to add the accessory, or not.
  • Skip if already present
    If the accessory is already planned on your project as a separate item, it will not be added twice when you add the item that this accessory is linked to. 
  • Free
    The customer will not be charged money for this accessory.

Show or hide content on documents

Items that are in a case or kit will be grouped together on your packing slips, quotations, contracts and invoices.

You can choose to show or hide the content of individual kits and cases on your packing slips, quotations, contracts and invoices.

  1. Go to the Content tab of your kit or case.
  2. To show content, choose Yes in the columns Unfold on financial slips or Unfold on packing slip. (Double-click to edit a cell).
  3. To hide content, choose No.

Note: This setting can be overruled by the Expand cases option when you generate a packing slip, quotation, contract or invoice.

Frequently asked questions

When do I create a case, and when a kit?
You create a case when you always rent out the items together.

You create a kit when you sometimes rent out the items together, but other times individually.

Accessories are always linked to an item, kit or case - they will, however, be added to projects and documents separately. They will not be linked anymore as soon as they are added to a project.
When I add an accessory to an item, is that accessory also automatically added to the kits that this item is part of?
No. Each item (kit/case/item) has its own accessories. In some cases people might add a microphone as an accessory to a CD-player, when the CD-player is also part of a DJ-kit where the microphone is already in the contents of that kit. It would not make sense if the microphone is also added as an accessory to that kit.
Can I change the equipment type (item/case/kit) when my item, case or kit is already planned on a project?
No. You can only change the equipment type when your item, case or kit is not planned on any project. This is because it would also change the project type of your existing projects, project templates, subhires etc.; so you would end up with projects with incorrect equipment.
How do I create kits and cases in my equipment file when importing equipment?
In your equipment file, you can only specify the type of your equipment (item, kit or case) in your Type column. You add content in Rentman, in the Content tab of your kit/case. This also means that all content of your kit/case is imported as a separate item first, and that you add these items as content later on.
How do I add accessories in my equipment file when importing equipment?
In your equipment file, you can only specify the type of your equipment (item, kit or case) in your Type column. You add accessories in Rentman, in the Accessories tab of your item, kit or case. This also means that all accessories belonging to your kit/case are imported as separate items first, and that you add these items as accessories later on.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.