Customize document templates - Best practices

Once you have finished your basic settings of your document templates, such as modules and columns structure, you might be interested in some further customization of your templates. In this article, we will go deeper in the customization and we will give you some useful tips for templates you could make.

Available for: Lite Classic Pro

Add equipment images

Part 1: Add an image to your equipment items

  1. Double click on an equipment item in the category Equipment module.
  2. Under Files, upload your image.
  3. Click on the More options more_vert button next to your image, and select edit Edit.
  4. Under Display in documents select "Yes".
  5. Save  your changes

Part 2: Show the image in your template

  1. When editing a template, click on the "Equipment" module that's already in your template.
  2. Click on table_chart to edit the column settings.
  3. Add a new image variable. You will find it under Equipment >> Image.
  4. Click on the column in the overview to edit the column properties.
  5. Save  your changes.

The "Equipment" module in your template will reload, and display your equipment images. To change the positioning of images, you can edit the properties of your image column (see step 4 above).

Change the Digital Signing button 

The digital signing module adds a button to your template, which allows your customer to digitally sign a quotation. When the customer clicks this button, they will be led to a web page where they can provide a signature.

Additional settings for digital signing are configured in the settings Configuration module > Customer communication > Communication.

  1. Drag and drop the digital signing module into your quotation template.
  2. Click on the digital signing module to edit it.

"Left to pack" or "On location" packing slip

In the "Equipment" block, you can choose what equipment should be shown:

  • All items
  • Only prepped or on location
  • Only left to pack

You can use these options to create packing slips for the following use cases:

User case A
Some items are still on location, even though the project has already returned. In this case, you would like to have a packing slip with items Only prepped or on location.

User case B
A part of your equipment is already underway to the location, but another part is still in your warehouse. In this case, you would like to have a packing slip with items Only left to pack.

  1. Click on the "Equipment" module in your template
  2. In the menu on the right, go to Only items that are currently prepped or on location and choose your desired option.
  3. Give this packing slip a useful name to recognize it by.
  4. Save  your template

Show subrents in a packing slip

When you subrent equipment for a project, you can show it in your packing slip. There are three ways of doing this: per item, per supplier, or per supplier for each item.

Per item

  1. Click on the "Equipment" module in your template
  2. Click on table_chart and add the column Equipment Planning >> "Amount of items subrented.
  3. Save  your changes

Choose this option if you want to see how many pieces you subrented for each item.

Per supplier

To see a list of equipment you subrented from each supplier, drag-and-drop the "Subrent equipment" module in your document.

Per supplier for each item

You can show the amount subrented from a supplier for each item.

  1. Click on the "Equipment" module in your template
  2. In the menu on the right, go to the Equipment properties section.
  3. Select "Yes" in the Display amount of subrentals.
  4. Add the module "Linked subrental" for reference.
  5. Save  your changes

Display optional equipment in a separate module

When planning your equipment, you can mark items, kits and cases as optional for a project.

In your quotation template, you can choose how optional equipment should be displayed. By default, optional equipment will be listed between all other equipment. However, you can also list optional equipment in a separate section.

  1. In your quotation template, make sure you have two "Equipment" modules in total.
    If there already is an "Equipment" module in your template, you need to add one extra.
  2. Select one of the "Equipment" modules in your template.
  3. For Show pending equipment, choose "No".
  4. Select the second "Equipment" module.
  5. For Show pending equipment, choose "Only optional items".

Your quotation will now have a separate section with optional equipment.
We recommend changing the title of this section to "Optional". You can do this by editing the module, and filling in your title in the Header text field.

Display extra input fields

In your template, you can display extra input fields that you've added in Rentman.

  1. When editing a template, click on a module that's already in your template to edit it.
  2. Click on table_chart and add the new column with the extra input field.
    In this example, our extra input field Item color belongs to the "Equipment" module of our template. It's located under Equipment >> Extra.
  3. It will now be shown in the overview on the right. You can edit the column properties by clicking on this column in the overview.
  4. Save  your changes.

Hide zero's on your document

Some columns might show a lot of zero's you might want to hide. For example in case you are showing the number of equipment items on your packing slip coming from subrent. For each row, a lot of zero values might be shown you want to hide in favor of having less information and therefor a more clear packing slip.

  1. When editing a template, click on a module that's already in your template to edit it.
  2. Click on table_chart and click on the column you want to edit to expand with all information.
  3. Change the Hide zero values setting to "Yes" for the column.

Do this for all columns where you want to hide zero values.

 

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