OnRent How to Guide
55 articles
Document NumbersWhat are Document Numbers, how to view and edit them
How to Create User RolesHow to Create User Roles
How to Create UsersHow to Create a User and Assign a Role
How to Create a PlaceCreating site addresses and much more...
How to Create a DepotCreating a Depot and Regions
How to Create a RegionWhat is a Region and How to create it
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 ProjectWhat is a Project and How to Create Projects
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 Stock ItemHow to Create a Stock Item in OnRent
How to Create a ServiceWhat is a Service and How to Create Services?
How to Create a SurchargeWhat is a Surcharge and How to Create Surcharges?
How to Create a SuspensionWhat is a Suspension and how to create Suspensions?
How to Create a Product AccessoryWhat is an Accessory and How to Create Product Accessories?
How to Use On Stop AccountsWhat are on Stop Accounts and How to Use them
Unavailable ItemsWhat are unavailable items and how to move your items into service & repair.
What are Custom Views?How to setup and edit Custom Views?
Automatic Item NumberingMake adding new stock & assets a breeze with this great feature.
Stock TransactionsMaintain your stock levels using transactions
Serialised Product PrivilegesUpdating user access to Serialised Products
Issue Sale Items at Confirm InvoiceOnRent introduces a new company option that provides greater flexibility in managing the status of sale items. This guide explains how the Issue Sale Items at Confirm Invoice feature works…
Allow Item Shortages in OnRentOnRent now includes a new feature that provides more flexibility when managing product availability for orders. This guide explains how the Allow Item Shortages option works and how it interacts…
Can Advance Invoice OrdersCan Advance Invoice Orders gives you control over whether advanced invoicing is permitted when manually invoicing orders
Sale Stock On Hand
Disallow decimals on a ProductsTo enable or disable decimal places on stock levels
Meter ReadingsMeter Readings offer you the ability to conduct maintenance for a set period of time or distance travelled.
Held Deposits ReportThis makes it easier to identify and manage held deposits, whether returning them to customers or applying them to related order invoices.
Item Status ReportThis report will show a list of all your stock items, showing the item number, product name, depot and current item status.
Service Chaining
Popup Order NotesThe new Popup Order Notes feature in OnRent allows users to enter and display important notes related to accounts and places
Completing/Reopening an Order ManuallyComplete your orders manually
Same Weekend ChargingSame Weekend Whole Charging means incur a single weekend charge, regardless of the standard daily rates.
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.
Volume-Based PricingVolume-Based Pricing allows you to set different cost prices for products depending on the quantity you are purchasing from a supplier.
Weekly Rate BreakdownCalculate pro-rata values on invoices using the breakdown of the first week’s rate rather than the standard subsequent days or weeks.
How to Disable SuspensionsSuspensions in OnRent let you pause rental charges for a set date range. You can disable suspensions when needed.
Customer Own InsuranceIf your customers have their own insurance, you can now log that in your system.
Default Surcharge GroupsEnables you to apply your surcharge groups by default or per account.
Costs for Services & RepairsThis enables you to add costs to your rental items within the unavailable item section.
Tax Summary ReportThe Tax Summary Report allows you to view a breakdown of taxes by invoice number or credit note
Account notes when creating OrdersAutomatically display account notes when you create an order from an account
Checklistscreate and apply custom checklists to streamline your Pre-Delivery and Return processes.
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.
Price CategoriesThe Price Category feature allows you to define custom pricing tiers for products and services.
Clone a ProductClone existing products to reduce manual input. Maintain uniformity across your product catalogue.
Order & Order Items Margin ReportsOrder/item profit margins, highlight losses, and update with real costs.
Easily Update Order Item DatesControl delivery and charging dates on dispatch with new tick boxes—save time, skip manual edits.
Customer Owned EquipmentAssign a customer to a stock item and include customer-owned equipment on a Works Order.
Return Request Signature ConfirmCollect return signatures without confirming. Review later, confirm with shortcut, and track damaged/lost items accurately.
Customer Insurance Expiry ReportThis feature designed to help you track when your customers’ insurance policies are due to expire.
Discount CategoriesSet automatic discounts for your products.
Batch AllocationBatch Allocation is a quick way to allocate your order items all at once.