Maintaining accurate stock levels is crucial for efficient resource planning in rental companies. This article focuses on managing stock levels for rental items within Rentman, making the process clear and straightforward for first-time users.


Setting Up Stock

When it comes to stock management, Rentman offers two ways to keep track of your inventory.

Manual Quantity Entry Serial Number Counting
This method requires manually inputting your current stock quantity. The system then calculates stock changes based on future manual adjustments and other relevant factors.

When adding equipment, you can decide per equipment item which of the above described options you want to use.  

Influences on Stock Levels

Several factors affect your stock levels. Click here for more information.
Manual stock movements Manually adjusting stock for sales and rentals impacts equipment availability. Learn how to input equipment deliveries and correct stock positions here.

Importing equipment

Updating stock positions through imports is reflected in the overall stock count.
Inventory countingEquipment Tracking Differences from inventory counts are automatically adjusted in stock levels after completion.
Lost items (through warehouse bookings)Equipment Tracking When items are reported as being lost in the warehouse, the stock of this specific item will be adjusted accordingly. Learn here how to report an item as lost.  Items can only be reported as being lost when they carry a serial number. 
Found itemsEquipment Tracking When items are being reported as being found again, the stock of this specific equipment item will be adjusted accordingly. Learn here on how to mark equipment items as found here. 

How to make a correction to your stock 

It can, of course, happen that your stock is not entirely accurate, necessitating a correction to your current stock level. This can be easily accomplished by making a stock correction.

  1. Go to the Equipment module and select an equipment; click on "Edit."
  2. Navigate to the 'Stock' tab.
  3. Click on Screenshot 2024-01-23 at 14.27.29.png
  4. Enter the "New stock" position
    - Optional: Add details such as 'Name' (e.g., "delivery X was not complete"), Stock location and change the description if necessary (e.g., "Due to incomplete delivery").
  5. Confirm.
Click here for a video visualization.
How to make a correction to your stock.gif

Please kindly note that these steps are effective for bulk items.

The stock for serialized equipment is calculated based on the number of serial numbers. The stock can be changed in the 'Serial numbers' tab. For a more detailed guide, please watch this video.
serial numbers stock.gif

Move stock between your stock locations

Bulk items
For bulk items, you can easily review the movement history of your stock by navigating to the Stock tab within an opened equipment item or physical combination.
Each stock movement can have a stock location assigned to it. The amount of stock at a given stock location can be changed by moving equipment to another stock location or correcting the current stock at the given stock location. Stock locations of past stock movements cannot be changed.
Serialized items
Each serial number has a stock location assigned to it. The stock location of a serial number can be changed by selecting another location in the Stock location field.Area.gif
The stock location of multiple serial numbers can be changed at the same time by select_1.png selecting the serial numbers and clicking edit Edit.123.gif

Schedule stock movement

When you buy new equipment, it won't be visible immediately, but you'll see the future stock increase soon. It's crucial to have this information in your overview for better project planning.

As time goes on, you may need to decrease your stock, like when you sell an item, to keep your inventory accurate.

To learn more about how this works, check out this page.

Was this article helpful?
0 out of 0 found this helpful