During your sign up, you created your first depot and some initial company information. To make the most of the system, you may need to add in extra details regarding your company such as your accounting information and your working hours.
Get Started
Head over to System Setup > Company Details to begin.
Within the Company Details section you can update:
Registered company address
Company bank details
Company logo
Add additional depots
Default units of measurement
Store Documents and Notes against your company
Editing your Company Details
Click 'Edit Company' to get started.
Address
Here you can simply rename your company, Code and Description along with the contact details and address.
Note: you can change these as many times as you want to – the Company Name will appear on documents like the invoice etc, but the Code and Description are for your own reference.
Accounting
In the Accounting tab you can change your bank account details which appear on invoices you raise.
Defaults
In the Defaults tab you can set the standard units or values across the system and can be particularly useful if you find yourself changing these on products or orders on a regular basis.
Default Distance/Weight/Length Unit
These units control the standard measurements set against products.
Default Country
If you are enrolled on the Pro Plus package then you can manage a list of Countries you work with (in System Setup > Countries) and set the country you’re based in, using this option. This will mean all orders will be based in that country by default.
Currency Table
Currently this is not used for anything but will be part of future updates we have planned.
Default General Ledger Template
Which GL Template to use as standard when creating new products. These are very useful for controlling which revenue groups are used for each product, for more information please see: General Ledger Templates
Default Rental Period Type
When creating a Quote which is not set to Use Dates, then the default duration will be however long you specify in here and the Default Rental Period. Currently you can choose between Day, Week or Month. For example, you could make orders last 2 weeks or 30 days as default if dates are not used.
Default Rental Period
As above, although here you should enter a number to work with the period type, e.g. 2 Weeks or 2 Days or 2 Months etc.
Default Rate Definition
If a Rate Definition hasn’t been specified at the product level then this will be used on orders. You can choose from any rate definitions you create yourself as well, for more information how to do this please see: Understanding Rental Charging
Additional Info
In the Additional Info tab you can choose the normal working patterns of your users (for your own reference), define when the weekend begins and ends.
Weekend Dates/Times
You choose how your company classes the weekend when charging on orders.
Preferences
System preferences define default behaviors and settings across the application, helping streamline workflows and ensure consistency in how users interact with core functions.
Default Order Item Dates To Today
Note: If this is set to No then any items added to an order will default to the dates on the order header - the main dates on the order edit page. For example, if todays date is the 9th of January, and the order header dates (charge from & delivery date) start on the 15th of March, the dates for the order items will begin on the 15th of March.
Enforce Stock Availability
Enabling this will stop you from adding items onto orders if there is no stock available, which is helpful for ensuring orders are fulfilled with the correct stock.
Note: If this is set to No then you will be able to add out of stock items onto orders although you will see a warning about the shortage.
Default Open Ended
There are a series of flags that determine whether the various orders in the system are Open Ended or not.
An Open Ended rental order for example means that the end date is not known, and therefore the items are out until they are booked back in.
If Open Ended is turned off, then the dates are used to calculate availability, after this date the items are assumed available for the next customer and no stock availability checking will take place.
Default Order Item Dates To TodayNote: If this is set to No then any items added to an order will default to the dates on the order header - the main dates on the order edit page. For example, if todays date is the 9th of January, and the order header dates (charge from & delivery date) start on the 15th of March, the dates for the order items will begin on the 15th of March.
Order Delivery Address is Mandatory
If this is set to Yes, the system will require a delivery address when entering a sales order. If the field is left blank, an error message will appear and the user will not be able to proceed until a valid delivery address is provided.
Default Account Can Take Payment
When this is set to Yes, any new customer added to the system will automatically have this setting enabled by default at the account level, which makes it possible to record payments in the system for that customer.
Cannot Amend Confirmed Invoices
When this is set to Yes, invoices can no longer be edited once their status is no longer 'Draft' and an official invoice number has been assigned. To make changes, the invoice must first be voided
Allow Auto Picking of Serialised Items
When this is set to Yes, the system will automatically allocate available serial numbers during the picking or batch picking process. If set to No, users must manually select the specific serial number for each serialized item. This toggle serves as the default setting on the picking screen.
Enable authorise Purchase Orders
This setting determines whether purchase orders require authorisation before proceeding.
If set to 'No': The system will skip the authorisation step, and purchase orders can move directly to the next stage.
If set to 'Yes': Purchase orders must be authorised before they can be processed further.
The system will check the user's role settings to determine whether they have permission to authorise purchase orders.
Allow Issue Stock On Manual Invoices
Allow stock to be issued when creating manual credits. By turning this off, stock will not be increased on manual credits, which may lead to inconsistencies with the stock control process.
These options are available on a Company level to change the behaviour of the way OnRent Go works as a default and to save your users having to click the switch on each order they create.
Any Questions?
We’re happy to help! Start a conversation using the blue help bubble in the bottom right-hand corner of your system. ↘️