During your sign up, you created your first depot and some initial company information. To make the most of OnRent, you may need to add in extra details regarding your company such as your accounting information and your working hours.

Get Started

Head over to System Setup > Company Details to begin.

Within the Company Details section you can update:

  • Registered company address

  • Company bank details

  • Company logo

  • Add additional depots

  • Default units of measurement

  • Store Documents and Notes against your company

Editing your Company Details

Click 'Edit Company' to get started.

Address

Here you can simply rename your company, Code and Description along with the contact details and address.

Note: you can change these as many times as you want to – the Company Name will appear on documents like the invoice etc, but the Code and Description are for your own reference.

Accounting

In the Accounting tab you can change your bank account details which appear on invoices you raise.

Defaults

In the Defaults tab you can set the standard units or values across the system and can be particularly useful if you find yourself changing these on products or orders on a regular basis.

  • Default Distance/Weight/Length Unit

    These units control the standard measurements set against products.

  • Default Country

    If you are enrolled on the Pro Plus package then you can manage a list of Countries you work with (in System Setup > Countries) and set the country you’re based in, using this option. This will mean all orders will be based in that country by default.

  • Currency Table

    Currently this is not used for anything but will be part of future updates we have planned.

  • Default General Ledger Template

    Which GL Template to use as standard when creating new products. These are very useful for controlling which revenue groups are used for each product, for more information please see: General Ledger Templates

  • Default Rental Period Type

    When creating a Quote which is not set to Use Dates, then the default duration will be however long you specify in here and the Default Rental Period. Currently you can choose between Day, Week or Month. For example, you could make orders last 2 weeks or 30 days as default if dates are not used.

  • Default Rental Period

    As above, although here you should enter a number to work with the period type, e.g. 2 Weeks or 2 Days or 2 Months etc.

  • Default Rate Definition

    If a Rate Definition hasn’t been specified at the product level then this will be used on orders. You can choose from any rate definitions you create yourself as well, for more information how to do this please see: Understanding Rental Charging

Additional Information

In the Additional Info tab you can choose the normal working patterns of your users (for your own reference), define when the weekend begins and ends (for weekend charging) or choose whether to enforce stock availability.

  • Weekend Dates/Times

    You choose how your company classes the weekend when charging on orders.

  • Enforce Stock Availability

    Enabling this will stop you from adding items onto orders if there is no stock available, which is helpful for ensuring orders are fulfilled with the correct stock.

    Note: If this is set to No then you will be able to add out of stock items onto orders although you will see a warning about the shortage.

Any Questions?

We’re happy to help! Start a conversation using the blue help bubble in the bottom right-hand corner of your system. ↘️

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