OnRent How to Guide
65 articles
How to use OnRent Go as an App for your Mobile WorkforceNeed to help your drivers use OnRent as an App?
System Setup
How to set up specific areas of System Setup
How to Create UsersHow to Create a User and Assign a Role
How to Create User RolesHow to Create User Roles
How to Create a DepotCreating a Depot and Regions
How to Create a RegionWhat is a Region and How to create it
Default Surcharge GroupsEnables you to apply your surcharge groups by default or per account.
How to Create a SurchargeWhat is a Surcharge and How to Create Surcharges?
Sale Stock On Hand
Document NumbersWhat are Document Numbers, how to view and edit them
What are Custom Views?How to setup and edit Custom Views?
Working Day FlagsSet working day flags in your company profile. This will help improve the accuracy of your scheduling.
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.
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 ProductsTo 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.
How to Create a SuspensionWhat is a Suspension and how to create Suspensions?
Serialised Product PrivilegesUpdating user access to Serialised Products
Orders
Setup the Order
What is an Order?Let's run through quotes, provisional orders and Orders
Creating an OrderLet's walk through each step of creating an order
Changing the Dates on an OrderThis guide explains how to update the dates on an Order
Adding items onto an OrderHow to add equipment and assign rates to your items
Adding text itemsWorking with text items on an order
Allocating equipment on an OrderStart adding equipment to your order to build your booking
Batch AllocationBatch Allocation is a quick way to allocate your order items all at once.
Order DispatchManage and deliver your orders seamlessly
Order Return RequestHow to Return Request Equipment in OnRent
How to Create a ProjectWhat is a Project and How to Create Projects
Discount CategoriesSet automatic discounts for your products.
Easily Update Order Item DatesControl delivery and charging dates on dispatch with new tick boxes—save time, skip manual edits.
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 NotesThe new Popup Order Notes feature in OnRent allows users to enter and display important notes related to accounts and places
Completing and Reopening an Order ManuallyComplete your orders manually
Account notes when creating OrdersAutomatically display account notes when you create an order from an account
Rental Item ExchangesSwap rental items mid-hire with ease—charges, accessories, and tracking all handled automatically.
Invoicing
How to do your 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.
Reports
Learn how reporting works.
Held Deposits ReportThis makes it easier to identify and manage held deposits, whether returning them to customers or applying them to related order invoices.
Customer Insurance Expiry ReportThis feature designed to help you track when your customers’ insurance policies are due to expire.
Tax Summary ReportThe Tax Summary Report allows you to view a breakdown of taxes by invoice number or credit note
Order & Order Items Margin ReportsOrder/item profit margins, highlight losses, and update with real costs.
Item Status ReportThis report will show a list of all your stock items, showing the item number, product name, depot and current item status.