Core Modules
How to Guides
83 articles
Accounts
How to Setup each part of Accounts
- How to Create an AccountStart creating Accounts to create Orders and store contact details and invoices with them.
- How to Create a ContactCreate Contacts and Use them as Bookable Resources
- How to Create a ProspectCreate a Prospect
- How to Create a PlaceCreating site addresses and much more...
- How to Use On Stop AccountsWhat are on Stop Accounts and How to Use them
- Customer Own InsuranceIf your customers have their own insurance, you can now log that in your system.
- Setting Surcharge Groups via AccountsWhen that account is linked to an order, the order's surcharge groups will automatically be populated based on this setting.
- Automatic Account NumberingMake adding new accounts a breeze with this feature.
- Address Sync on Account ChangeWhen updating an account address in OnRent Go, you can now automatically update the associated Delivery Place and Billing Place addresses. This new feature saves time and ensures consistency across…
- Role-Based Customer Type PermissionsRole-based permissions control creation and updates for Prospect, Cash, and Account customers. Guided setup ensures accurate data, hides restricted actions, and standardises supplier creation via account type.
- Customer Reference MandatoryLearn how to make the customer reference mandatory and use reference masks
Products & Services
How to setup Products & Services.
- How to Create a Product GroupCreating a Product Group
- How to Create a ProductWhat is a Product and How to Create Products
- How to Create a Product AccessoryWhat is an Accessory and How to Create Product Accessories?
- How to Create a Stock ItemCreating stock levels for you products
- How to Create a ServiceWhat is a Service and How to Create Services?
- Disallow decimals on a ProductTo enable or disable decimal places on stock levels
- Allow Item ShortagesAllow Item Shortages option works and how it interacts with the Enforce Stock Availability setting.
- Meter ReadingsMeter Readings offer you the ability to conduct maintenance for a set period of time or distance travelled.
- Stock TransactionsMaintain your stock levels using transactions
- Price CategoriesThe Price Category feature allows you to define custom pricing tiers for products and services.
- Volume-Based PricingVolume-Based Pricing allows you to set different cost prices for products depending on the quantity you are purchasing from a supplier.
- Costs for Services & RepairsThis enables you to add costs to your rental items within the unavailable item section.
- Customer Owned EquipmentAssign a customer to a stock item and include customer-owned equipment on a Works Order.
- Clone a ProductClone existing products to reduce manual input. Maintain uniformity across your product catalogue.
- Serialised Product PrivilegesUpdating user access to Serialised Products
- Attach Product Documents AutomaticallyLearn how to manage product documents and have them auto-attach to emails.
- Depot Stock Level ControlsMinimum, Maximum, and Reorder Level fields under the Location tab on the Product Edit screen. These values help manage stock levels effectively and are visible on the Sales Stock Availability…
- Works Order History on ProductsQuickly view all linked works orders for a product or stock item in one place, improving traceability, maintenance history checks, and saving time navigating multiple screens.
- Standard costsUse Standard Cost to keep stock valuation consistent, control margins, and trigger accurate revaluation journals when costs change
- Ad‑hoc ChecklistsThe new Ad‑hoc Checklists functionality allows you to run a checklist instantly from the stock level—no need to open a works order or follow a scheduled process. This is especially…
- Item Booking ScreenThe new Item Booking Screen provides advanced scheduling and greater control over complex rental operations. This guide walks you through how to use the feature effectively.
- Initial Cost and Revenue on StockUse it to capture true starting costs and revenue on stock items, so ROI reports stay accurate—even for items with works orders or unavailable periods.
- Automatic Product Code NumberingMake adding new products a breeze with this feature.
Orders
Setup the Order
- What is an Order?Everything you need to know about Orders, Quotes, and Provisional Orders in OnRent Go.
- Creating an OrderA step-by-step guide to setting up your Order header and getting your rental off to the right start.
- Changing the Dates on an OrderHow to update transport and charging dates on an Order and apply those changes to all Order Items at once.
- Adding items onto an OrderHow to use Quick Pick to search your catalogue and add products, services, and items to an Order in just a few clicks.
- Adding text itemsHow to use text items to quickly charge for one-off or ad-hoc items without creating new products in your catalogue.
- Allocating equipment on an OrderHow to assign specific serialized assets to your Order Items and ensure the right equipment reaches the right job.
- Batch AllocationHow to allocate multiple Order Items at once and speed up the allocation process on large Orders.
- Order DispatchHow to manage deliveries, capture signatures, and get equipment booked out on rent.
- Order Return RequestHow to request, manage, and confirm equipment returns from one central place.
- How to Create a ProjectWhat is a Project and How to Create Projects
- Discount CategoriesHow to set up and manage automatic percentage-based discounts for products and accounts in OnRent Go.
- Easily Update Order Item DatesHow to update delivery and charging dates across all Order Items in one go at the point of dispatch.
- Return Request Signature ConfirmCollect return signatures without confirming. Review later, confirm with shortcut, and track damaged/lost items accurately.
- Book in your equipment off rentBooking in items on rental orders
- Popup Order NotesHow account and place notes automatically surface during Order creation so nothing important gets missed.
- Completing and Reopening an Order ManuallyComplete your orders manually
- Account notes when creating OrdersHow account notes are automatically displayed when creating an Order directly from an Account page.
- Rental Item ExchangesSwap rental items mid-hire with ease—charges, accessories, and tracking all handled automatically.
- Order Identification OverviewHow to set up and use customer ID validation within your Order workflow to support compliance and reduce liability.
- Credit CheckHow OnRent Go automatically checks customer credit limits during Order creation and keeps your team informed at every stage.
- Return Items to a Different Depot
- Excess Use ChargingExcess Use Charging allows you to automatically track, calculate, and bill customers for usage that exceeds the included hours on a metered product. Follow the steps below to set it…
- Klipboard Money Card TokenisationUse customer card tokens to take payments
- Klipboard Money Tokenised Billing in the Inoice RunAutomatically charge customers with tokens and invoice runs
- Refused Safety AccessoriesProvides auditable proof that safety equipment were offered and declined, reducing liability, supporting compliance, and ensuring safety discussions are clearly documented at customer sign‑off.
- Multi-Select Order ItemsA new multi‑select option allows you to add multiple items to an order in a single action.This significantly speeds up order creation and is especially useful when working with high‑volume…
- Project Purchase OrdersA new Purchasing tab is now available within Projects. This update brings all purchase orders related to a project into one central location, making it easier to track procurement activity…
- Mandatory Movement PhotosPhotos can be required when signing product movements (e.g. dispatch, book out, returns), ensuring accurate visual records are captured every time. These images are also automatically included on customer-facing documents.
- Proforma Invoicing & Pre-Payments WorkflowLearn about creating a proforma invoice and managing pre-payments.
- Copy Stock Level Description to Order ItemYou can now save time when adding item information to orders by copying descriptions directly from the stock level record. This allows you to quickly include specifications and details on…
- Barcode Scanning in OnRent GoLearn how to allocate items using a barcode scanner
- Margin Threshold WarningsMargin Threshold Warnings help you identify orders that may not be achieving your desired profit margin. When an order falls below a configured margin threshold, OnRent Go displays a warning…
- Cascade Order DatesThe Cascade Order Dates setting controls how date changes are applied across an order. When enabled, updating an order date automatically updates related items. When disabled, dates can be managed…
Invoicing
How to do invoicing
- What is an Invoice?What is an Invoice and Stages of Invoicing
- What is a Credit Note?What is a Credit and How to create a Credit Note?
- How to Create an InvoiceInvoice charges to your customers
- Can Advance Invoice OrdersCan Advance Invoice Orders gives you control over whether advanced invoicing is permitted when manually invoicing orders
- Issue Sale Items at Confirm InvoiceHow to the Issue Sale Items at Confirm Invoice feature works and its benefits for handling sales transactions.
- Payment Status Filters on InvoicesFilter invoices based on their payment status (e.g., Paid, Unpaid) directly from the Invoice Index Page, including within custom views.
- Ledger TransactionsHow to post your Ledger Transactions for Stock transactions to your accounting system
- Processing an InvoiceLearn how to process invoices in OnRent Go. The final part of our Quick Start guide.
Activities / CRM
Calendar and activities
- Using the CalendarHow to use the Calendar?
- How to create an ActivityWhat is an Activity and How to create an Activity?
- HolidaysLearn how to define holidays so they are excluded from lead time and delivery date calculations
- Document Approval Index PageThe Document Approval Index Page provides a central place to track documents awaiting approval or already sent. It helps you monitor customer sign-offs and internal approval progress using simple filters.
Copilot AI
CoPilot is useful because it makes everyday tasks faster, easier, and more accurate. Instead of clicking through multiple menus, it lets you work by simply typing what you want — and the system does the rest.
- Copilot in OnRent GoCoPilot is useful because it makes everyday tasks faster, easier, and more accurate. Instead of clicking through multiple menus, it lets you work by simply typing what you want —…
- Copilot Dashboard CreatorThe new AI dashboard creator in OnRent Go brings several major benefits that make dashboards easier, faster, and more powerful for every user.
- Interactive DashboardHelping you get the most out of your dashboard.
- Copilot for documentationUsing Copilot within your document templates is a powerful way to customise how your documents behave and function.