Set up Rental/Sale Inventory

RentalPoint uses an INVENTORY TREEVIEW structure to organize and manage the inventory your company will make available for Rental/ Sale. Please take a few minutes to understand the treeview concept above before proceeding with set up.

Group

First Access Inventory Setup, then....

Create a new Rental group via option when the icon is highlighted

Create a new Sales group via option when the icon is highlighted

Open existing group properties via option when the existing group is highlighted

Delete an empty group via option when the empty group is highlighted

Product

First Access Inventory Setup, then....

Create a new product via option when any existing Product is highlighted

Open existing product properties via option when the existing product is highlighted

Delete a product via option when the existing Product is highlighted (all assets, components, accessories and alternatives must be deleted first before the product can be deleted.)

Duplicate an existing product via option when the existing product is highlighted

Use the option to search for an existing Group/Product/Asset per screenshot below

Components

Components are parts that go out with the product in question. There is no extra cost associated with these items since they are deemed to be part of the main product being shipped.

To add a component to a product you can either cut and paste or drag and drop an EXISTING product to the Components folder of the product you are setting up.

To edit the component setting, click the properties option

Quantity

Will usually change according to the package/main product quantity
When set to 0 (zero), the component quantity will always remain at 1
For less component products than the main item, use a decimal value.
- Eg: a quantity of 0.1 will set the component quantity on the equipment grid to 1 until the package/main product quantity exceeds 10. (see further illustrations under accessories below)

Components can be set up as optional or mandatory

Optional components will be offered when the main product is being added to the booking.
Mandatory components and selected optional components are added to the equipment grid the same time as the main product.

Include components for this component

Enable this option to add the item’s components as part of the product.
For example, the monitor has a cable component. To ensure it's included as part of the package the 'include components for this component' is checked

Accessories

Accessories are products that may be shipped with your main product that are NOT included in the price of the main product; i.e. they are charged separately.

To add an accessory to a product you can cut and paste or drag and drop and EXISTING product to the Accessories folder of the product you are setting up.

Quantity

For a 'one time only' accessory, set the accessory quantity to 0. The accessory quantity will remain as 1 even when the main product quantity is increased
For a 1:1 ratio with the main product, set the accessory quantity to 1. The accessory quantity will equal the main quantity when added to the equipment grid
For a 20:1 ratio for example, set the accessory quantity to .05 (where .05*20 = 1). The accessory quantity will then be set as a multiple of the main quantity.
- Main Product Qty 1-20 --> Accessory Qty 1
- Main Product Qty 21-40 -->Accessory Qty 2
- Maint Product Qty 41-60 --> Accessory Qty 3

Include accessories for the accessory

Enable this option to add the item’s components as part of the product
When checked if the product MONCOV has components they will be included as part of the accessory

Alternatives

Alternatives are suggested to the user when the main product is short. For example, when adding a product to a booking, the software anticipates a shortage for that item, the alternatives list will display allowing the user to select an approved alternative in its place.

To add an alternative to a product you can either cut and paste or drag and drop an EXISTING product to the Alternatives folder of the product you are setting up. Below, when the 25" monitor is short the user will have the option to use MON32 in it's place.