Using Rentman, you can create different combinations of equipment. Using equipment combinations 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.
In this article, we explain the different equipment types in Rentman.
Video tutorial
Here is a video tutorial you can watch to learn how to create equipment combinations. In this video tutorial, we go over different equipment types and how to create them in Rentman.
Equipment types
Equipment in Rentman can be categorized as physical items or virtual combinations.
A good example is a rain cover for your equipment - this accessory belongs to one of your equipment items
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You can choose to charge money for an accessory or to provide it free of charge.
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You can choose to skip the accessory if it's already planned on your project as a separate item.
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You can choose to receive a warning message about adding accessories when you add the item it belongs to.
Common questions about new equipment types
Create single physical equipment
- In the categoryEquipment module, click on + Add equipment button or double-click an existing item.
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Under Physical/Virtual, select Physical and fill out the essential equipment data.
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Complete your physical item by adding and filling in the information in the various tabs.
- Click Save
Create a physical combination
- In the category Equipment module, choose + Add equipment or double-click an existing item.
- Under Physical/Virtual, select Physical and fill out the essential equipment data.
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Go to the Default content tab.
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Click on Allow content
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Search for an item, and double-click it to add the item to your physical combination.
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Complete your physical combination by adding and filling in the information in the various tabs.
- Click Save
For a list of available options in all tabs, read our article about adding your equipment.
Would you like to serialize the content of your physical combination? Read this article.
Create a virtual combination
- In the category Equipment module, choose + Add equipment or double-click an existing item.
- Under Physical/Virtual, select Virtual and fill out the essential equipment data.
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Go to the Default content tab.
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Search for an item, and double-click it to add the item to your virtual combination.
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Complete your virtual combination by adding and filling in the information in the various tabs.
- Click Save
For a list of available options in all tabs, read our article about adding your equipment.
Add an accessory
- In the category Equipment module, double-click an existing item, physical or virtual combination.
- Go to the Accessories tab.
- Search for an item and double-click to it as an accessory.
- Click Save
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. - Always add as new row
- If you select "Yes", the accessory will always be added as a separate line in the equipment planning.
- If you select "No", If an accessory is planned multiple times on a project. The total amount of this accessory will to be put on one line.
- Free
The customer will not be charged money for this accessory.
Change the type of an equipment item
To change an equipment item’s type, follow this article’s instructions.
Show or hide content on documents
Items that are in a physical or virtual combination will be grouped together on your packing slips, quotations, contracts, and invoices.
You can choose to show or hide the content of individual physical and virtual combinations on your packing slips, quotations, contracts, and invoices.
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Go to the Default content tab of your physical or virtual combination.
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To show content, choose Yes in the columns Show on quotes and Show on packing list. (Double-click to edit a cell).
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To hide content, choose No.
You can also choose to show or hide the content of equipment combinations when generating relevant documents. For example, when generating an invoice, in the Advanced settings, you have the option to display or hide all content or use the default settings of virtual or physical combinations.
Frequently asked questions
Accessories are always linked to a single physical item or virtual and physical combinations - 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.