What is an Accessory?
An accessory is a product that can be added to another product when being sold or rented. You can add an accessory to be rented or sold with other products on an order. An accessory is created in the same method as you create a Product in OnRent.
Accessories will appear with the order item when you add a Product that has Accessories onto an order.
Creating an Accessory
To create an accessory, you follow the method of creating a product. See How to Create a Product here.
If the Accessory can only be sold or rented with another product you can specify a product as Accessory Only so that it cannot be put on an order on its own.
Adding an Accessory to a Product
To add an accessory to a product, you go to the product you would like to add the accessory to and navigate to the accessory section. You then select ‘Add Accessory’
You will be navigated to a new screen where you can specify the accessory parameters:
To add a new accessory to a product, you will firstly need to search for the product in the name field. This is a free type search field, so simply start typing!
Then fill in the following options:
Quantity – Select the quantity of the accessories required for the product
Zero Priced – This is used when you do not want to charge for the accessory
Auto-Allocate Bulk Items - This option (which is set to on by default when you select a bulk rental or sale item accessory) allows you to control whether the using creating an order must allocate the bulk item accessory.
Product Transaction – This will specify that the accessory is added when the Product transaction is set to the following parameters:
Rent or Sell
Accessory Transaction – This will specify the transaction of the Accessory, whether the Accessory is Rented or Sold.
Note: If you need help with the transactions a line of text appears to guide you on this. As you select the type of transactions the text below changes to help you.
You then have the final two options to add:
Mandatory – It will automatically be added to the Order
Optional – you can select whether this accessory is required for the Order
Type – This is the type of accessory you are adding to the Product:
Accessory - an additional item for the product
Safety Item - a safety item for the product
Component - part of the kit for the product
Once you have finished entering the details, simply select Add Accessory.
Note: To add multiple, select Add And Create Another.
Import Products Accessories
You can also import your product accessories in System Setup > Utilities > Import Data. For more information, please see our Data Import guide.
Edit & Delete Products
To edit Accessories, head to the navigation bar > Products and Services > Products > Accessories and select the Action arrow > You can amend accessories from here
You can also delete the Accessory too. You can only delete them when they haven't been associated to an Order or Invoice.
To delete the Product Accessory, select the Action arrow and click the Delete option and it will ask you to click again to delete to ensure you are happy to delete this Product Accessory, simply click again if you are!
Do you need Help? Start a conversation using the Blue help bubble in the bottom right corner.
Auto-Allocating Bulk Accessories
The Auto-Allocate Bulk Items flag on the accessory changes the behaviour of the order process for users when adding items with accessories.
If the button is set to yes, the accessory will appear on the order with a status of "Allocated" which means there is no extra steps to take making it quicker to book items with accessories out.
If the button is set to no, the accessory will appear on the order with a status of "Reserved" which means you must allocate the item before it's allowed to be Booked Out.
Some organisations prefer to allocate bulk items and accessories when they're added as it enables a physical count of picked items to be stipulated, for example you might have 10 scaffold poles as accessories but you want to say 7 of 10 have been picked or allocated, leaving 3 yet to allocate, meaning you can issue 7 to the customer but 3 are to follow. If this is the case, then you should set the accessory flag to "no".