Inventory Treeview

RentalPoint uses a Treeview Structure (Fig A below) to organize and manage the inventory your company will make available for Rental or Sale. Inventory must be entered here before it can be added to the equipment grid of a booking.

Please take a few minutes to understand the treeview concept above before proceeding with either manual set up from menu items OR import from csv file (both options outlined below.

Access the Product Setup/Management options via the gear icon on the products menu (Fig B below) or via right click option on the Products page (Fig C below)

Treeview Structure

RentalPoint uses a treeview structure to organize products. There are four main folders (listed below), these folders cannot be renamed or moved, these are the root structures of the tree. You may customize icons for group, category, product within the setup of each record.

Rental Equipment,
Sales and Disposables,
Labour Products,
Technicians

Within these root structures you can create Groups, Categories, Subcategories, Products and Assets.

Ensure boxes are checked for all assets you want visible in the Inventory Tree via Filters option at the bottom of the screen

Group

Groups are used to separate large areas of equipment. An example of a group may be Audio, Lighting or Staging.

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

Subcategory

Subcategories can be enabled via Operational Parameter #194. This allows further organization of your categories. So within the Microphone category you may want subcategories of Wired Mics, Wireless Mics or Lapel Mics.

Create a new category via option when any existing category is highlighted

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

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

Product

A product is the information related rental/sales items used on bookings.

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

Asset

Assets are the individual items that are sent to a client. You may have five microphones in your warehouse and each has a barcode. You would enter these microphones individually into the Asset folder.

Create a new asset for Rental products via option when any existing Asset is highlighted (or highlight the asset folder)

Open existing asset properties via option when the existing Asset is highlighted

Delete existing assets via option when the existing Asset is highlighted

Link to a tabbed article here

Import from csv

Using the 'Rental Inventory.csv' template available with the Product Import option in RentalPoint2, you can import Products and their assets using the 'Clear All' 'Match All' functionality in the system.

Access your import templates from the RentalPoint2 main menu

NOTE:

Any Groups, Categories, Sub Categories that do not already exist in inventory will be created. Any existing Groups, Categories, Sub Categories will be updated.
All of the fields with an '*' beside them are Asset Fields so the information contained in those fields is stored against the asset record if created.
When importing a comma delimited file 'csv', do not use commas within any cell of your template in order to ensure the data is imported correctly

Please reach out to support@rentp.com should you require assistance with your import.

Here's what needs to be done.

To complete the spreadsheet:

See TreeView Structure information for how RentalPoint organizes Inventory.
Complete fields in the spreadsheet, some are required like fields in the screenshot below - the fields do not need to be in any particular order in the import file, I've moved some around for ease of entry. Just keep the names 'as is' for ease of import.
- Line 1 ensures the headings match those expected so that you can use 'clear all' 'match all' when importing
- Lines 2,3 import two assets for the product GHH15
  - Cell H identifies the product as asset tracked
  - Cell BB uniquely identifies the asset
  - All field headings with an '*' like cells BB and BD are only used for asset records
- Lines 4,5,6 import three assets for product SAM60
- Line 7 imports one NON tracked product with a record of 10 items in stock.
  - Cell H is 'N'
  - Cell G is optional but allows you to scan cables using a product barcode
  - Cell I denotes qty owned

See attached sample file for your reference.

Importing the Spreadsheet:

Ensure Operational Parameter 65 'Use Assets to Calculate Qty' is set to YES. If you have to set it, then log out of RentalPoint and back in again before proceeding. You should only have to do this once.

1. Backup the Database using SQLBackupandFTP as previously discussed
2. Ensure no users are in Inventory Setup so that they are not interfering with any products you are trying to update
3. Import files in RentalPoint