Generate a packing slip to show the planned equipment for a project. You can do this from the Project module overview or from the General tab of the project.
.
How to create a packing slip
From the table_chart Projects module overview
- Select a project.
- Click on print CREATE PROJECT DOCUMENT on the top bar.
- Choose one of the document templates from the Template field.
- Configure the document settings.
- Click on Generate
From the General tab of a project
- Click on the drop-down arrow next to the blue button to change the primary action of the button.
- Select Create project document.
- Choose one of the document templates from the Template field.
- Configure the document settings.
- Click on Generate
If you change anything in your project or document, you need to regenerate your document before the changes are applied.
Now you can save, download, or email your document
From the Rentman Mobile app
- Go to the Warehouse module.
- Start to book a project.
- Click on the More actions icon on the top right.
- Select Create a packing slip.
- Check the document settings.
- Choose between 'Show document' or 'Sign directly'.
You can also set an automatic email confirmation for the person signing the document.
Document settings
Template
Choose a document template for this document.
Letterhead
Choose the letterhead for this document.
Timezone
Select the time zone in which you want the times in the document to be displayed, if applicable.
If you use subprojects, you can select which subprojects should be shown on this document. By default, all subprojects are shown on all documents that you generate. If a subproject does not appear in this list, please make sure that the subproject is not hidden on financial documents.
Add custom text to be displayed on the document, if applicable.
File name
This will be the name of the file. If you do not enter a file name, the system automatically gives it a generic name.
Display letterhead in background
If you select this option, the letterhead you have selected will be applied to this document.
Subject
This will be used for the subject of your email, when you send the document to a client.
Expand combinations
Choose whether to show or hide the contents of combinations, or use the existing visibility setting defined for each combination.
Display VAT
Choose whether or not to display VAT in the document.
Save a document and attach it to the project
After creating a document, you can save it and attach it to the project by clicking on save "Save to item". By doing this, you can keep all the documents regarding a project in the same place.
Your document is now saved in "Files" in the General tab of the project.
Email your document
You can email your document directly from Rentman by pressing . You can also let your customers sign a document digitally.
Download your document
You can download your packing slip or call sheet as a .PDF or Word (.docx) file.
Don't forget to (re)generate your document to apply any unsaved changes, before downloading your file.
- Create a document
- Click on
to download as PDF or Word file