Rentman Academy - Set up your inventory

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If you want Rentman to help you manage and keep track of your inventory, you are in the right place. To further discover all the possibilities Rentman can offer, let's load your inventory into the  category Equipment module.

How do I add my equipment?

To start planning your equipment on projects and tracking availability, you first need all your data in your Rentman account. Just as we did for the contacts, you will need to import your equipment data so it can be planned into a project. 

Bulk Import your equipment via Excel

By bulk importing your equipment data, you are saving time and speeding up the set up process. This is a great way to get lots of equipment data into your database at once without manually adding then.

Take a look at this article on importing your equipment via excel. Make sure to also download the import equipment template from that article.

Once your template is downloaded, read the instructions, follow the import examples and fill out the columns appropriately to ensure a smooth import. 

Bulk Import the default contents into your combinations via Excel

If manually adding your default content is taking too long, we now have the option to bulk import your default content to your combinations. 

Take a look at this article on how to do this! 

Manually add your equipment

Want to add a small quantity of equipment into your database? You can always manually add your equipment into the database by clicking on add_circle   Add equipment in the equipment module. 

Take a look at this article on adding equipment manually.

How can I rent several items together?

Creating combinations in Rentman

In Rentman, users are able to group equipment together to create combinations to be rented out together in a project. There are a few different combinations users can create but the most common ones are: bulk or serialized physical combination and virtual combination.

Take a deeper look at each combination and their parameters here.

Using Accessories

Accessories can also be used to group equipment together. Unlike a default contents, accessories do not count towards a combination's content. Instead they are treated as separate equipment. 

Take a look at this article on accessories. 

What if I am selling an item?

Some items are meant to be rented out and scheduled on projects. Other items are meant to be sold or consumed. Simply create an equipment that is sale instead of rental and plan it on a project like any other item. To indicate the item is sold in a project, simply leave the equipment on location in the warehouse to reduce stock. 

Take a look at this article on working with sale items.

How can I edit my inventory if needed?

Your entire inventory is now in Rentman and it looks great so far! If anything changes, you can always come back and edit.

Bulk Import Update your database

If you wish to update a lot of equipment in your database and don't want to do it manually, Rentman users have the option to bulk import update your equipment. Take a look at this article on bulk updating your equipment database. 

Manual Editing

You can edit manually edit your inventory at any time.

Organize and filter your inventory

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