Equipment groups can be used to separate equipment in planning and documents. You can choose how you want to divide the equipment, for instance for different categories (audio, lights), locations (stages, rooms), or time periods.
Setting times for equipment groups
Every group has a planning period (period equipment leaves the warehouse) and usage period (period you charge on the quote).
By default, a new equipment group will take the same planning and usage period as the project. But you can also manually link the equipment group to a different time period.
Rentman Tip: If you use a standard structure of equipment groups, add them to a project template. When you create a new project select the template, so you won't have to create all the groups every time.
Rentman Tip: If you want to automatically order equipment on packing slips per folder structure or warehouse location, set this up in your document templates.
Add a new equipment group
To create a new equipment group:
- Open your project and go to the Equipment tab.
- Click on + Equipment group
- Enter a name and select a usage and planning period. By default, the usage and planning period are selected.
You can also set a time duration for the equipment group by clicking on a time period and selecting 'Enter a duration'.
To edit an equipment group, double-click on the equipment group name.
Type of equipment:
Location of warehouse:
- Area 1
- Area 2
Add equipment group remark
To add a remark to an equipment group, double-click on the equipment group name. Remarks can be shown in the quotation to describe the equipment group to your customer. Example: use the remark to explain your idea for an area.