In this article, we explain how to book equipment using the browser version of Rentman. You can also book equipment with the Rentman Mobile app.
Read this article to know the scanners options in Rentman.
By booking equipment to a specific status, everyone in the warehouse knows what needs to happen with equipment items (or sets) and where they currently are located. Additionally, particular details about equipment (broken items, alternatives for planned items, notes) can be directly reported.
It is, however, not mandatory to book equipment in Rentman. The equipment stock is based on the equipment planning, rather than the equipment booking.
When you book all equipment to another status, Rentman does propose to change the status of the (sub)project. This is optional.
Where to find the booking screen
- Go to the Warehouse module, and locate the project you want to book equipment for.
- Click on "Book", in the (sub)project tile.
Overview of the booking screen
Here you can see basic information about the item such as the name, the quantity of the item planned (5), the amount that still needs to be booked out (3), assigned serial numbers, and more. You can view equipment notes or add a new note.
Click on the More options more_vert button of equipment in the warehouse to view the equipment image (added in the category Equipment module), split items, or plan alternative items.
View of items and kits
Kits will be shown as a single tile that can be expanded or collapsed. Click expand_more to expand the kit. You can then book a single item from the kit to another status, or the entire kit.
|Warehouse to prepped||The equipment was in the warehouse and has now been packed|
|Warehouse to location||The equipment was in the warehouse and is now to location.|
|Prepped to location||The equipment has been packed and is now loaded.|
|Return to warehouse||The equipment came back from location and has returned to the warehouse.|
|By equipment group||Equipment will be grouped by equipment group|
By warehouse location
|Equipment will be sorted per warehouse location as defined for the equipment items themselves.|
Do not group
|The equipment will be shown in order of addition and will not be grouped.|
Manually book equipment
You have two options for manually booking equipment (without scanning):
- Click on or to book one piece of equipment at a time.
- Click "Everything to..." to book everything at once.
Book equipment using a scanner
- Connect a scanner that can act as a keyboard to your computer.
Click on the "Activate scanner" button crop_free.
- Scan your equipment.
Optional: Click on the sound button to enable scanning sounds.
Workflow for sale equipment
If you planned sale items (i.e. consumables) on a project, when returning your equipment to the warehouse, you must leave the ones you used on location.
When moving equipment from "On location" to "Brought back", you can enter the unused (remaining) quantity of your sales item and press . The quantity that comes back will be accounted for in the stock level of the item.
e.g.: You brought 5 jugs of fog juice to an event, but only 3 jugs were used. When booking equipment back, type "2" in the field next to .
After moving back all the equipment (not only the sale items), click on the More options more_vert button in the top-right corner and select "Change status and close".
Scan back equipment from multiple projects
If you have equipment from multiple projects coming back to the warehouse at the same time, you can use the 'Scan back' function to register it all in one go.
Add additional equipment
- Click the More options more_vert button and select "Plan alternative".
- Search for and click on the desired item.
- Fill in the necessary information about the item.
- Click on Book alternative.
The additional equipment will automatically be placed in a new equipment group.
When packing items
Items that have been planned in quantity 2 or more can be split in multiple tiles. Click to split and fill in the number of items that should remain on the current tile, after which the other items will move to a new tile.
Note: When splitting items in a kit, both the existing and the new tile will be put outside of the kit.
Click and choose another item to plan instead of the current item. The new item will be added for the same price as the planned item. This can be changed by changing the price of the old item.
Note: When choosing alternatives within kits, the items will be assigned a price of 0.
When items are back from location
In the "Return to warehouse" status, you can mark items either defect or lost by clicking on the More options more_vert button.
The item will go to maintenance. You can choose to charge the customer for this.
The item did not return. You can choose to charge the customer for this.