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Core Modules

How to Guides

73 articles

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.

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 Return Request Equipment
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…