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FAQs

At EZRentOut, we are committed to provide an unmatched support experience. You may use any of the following possible means of communication with us:

  1. Emailsupport@ezrentout.com
  2. Bloghttps://blog.ezrentout.com – great place to start off and read about our existing and upcoming features.
  3. Contribute your ideashttp://ezrentout.uservoice.com – we want our community to be involved in helping us define the products roadmap. Placing feature requests here allow for others to view and vote on them.

FAQs of EZRentOut are listed below:

Account/Users Related (13)

How do I change the invitation mail sent to new users?

To customize the email sent to invited users: 1) Enable Email Customization from Settings → Add-ons → Email Templates. 2) From the same setting, click the link ‘Configure Email Templates’. It’ll take you to the email template listing. 3) Hit … Continue reading

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What to be careful of when importing items from an Excel Sheet?

1) First step should be determining which columns in your excel sheet map to which fields in EZRentOut. 2) If there are certain fields that you need but aren’t present in EZRentOut, you can create custom fields from Items -> … Continue reading

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I have not received any email from the EZRentOut service regarding my registration / confirmation

Often, customer’s junk mail filter settings are such that system generated emails end up in junk mail folders. Please change your mail settings and add @ezrentout.com to your ‘safe list’. To resend an account confirmation email, go to the EZRentOut’s … Continue reading

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Do inactive users count towards the subscription package limit?

No, only the active users are counted towards the maximum users limit.

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Who are inactive users and why can’t I delete an existing user from EZRentOut?

We don’t allow for users to be deleted as it may invalidate the rent outs/returns history of assets. As an example, John Smith may have rented out a laptop before leaving the company. If his user record was to be … Continue reading

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When trying to add a new user, I am receiving the following error “User has already been taken.”. What is the cause and how do I workaround this issue?

EZRentOut uses the email address of a user to uniquely identify a user. If you are getting this error, you may be trying to create two different users using the same email address. On rare occasions, it has been observed … Continue reading

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How can I change owner of my account?

As an account owner you can transfer the ownership to any administrator from Settings -> Company Settings -> Company Profile -> Change Owner.

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After deactivating a member, why do I get an error when trying to reuse the email address for a new member?

EZRentOut does not allow an email address to be used for more than one user, even across companies. Please note that a user that has been deactivated or is disabled (not allowed to log in) still exists in our database … Continue reading

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Can I cancel my subscription at any time / How do I cancel my subscription?

Cancellations can happen any time; there are no hidden charges or fines. To cancel your account, log in as the account owner and go to Name -> Billing. At the bottom is a “Need to unsubscribe?” dialog box. Press Close My … Continue reading

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How can confirmation email be resent to a staff user account?

Confirmation emails for an unconfirmed user’s account can be resent by going to the Login page and following the process for “Forgot your password?”. Entering an email address of a member shall resend a confirmation email to the member’s inbox. … Continue reading

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How do I add a Shipping and Pickup location to an order?

Shipping locations are currently linked to the contact person (individual customer) instead of businesses. You can enable ‘Pickup and Shipping Location’ from Settings -> Company Settings -> Advanced Settings. This feature enables you to record locations of customers, where you … Continue reading

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What types of alert do I get on each user level i.e. Account Owner, Admin, or a staff user?

Type of alerts that can be sent to each user level can be either ‘an email sent for each subscribed event’ or ‘a daily digest that summarizes all the events for the day’. Staff users receive email alerts for actions … Continue reading

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How can I set up the inactivity period in EZRentOut?

You can add another layer of security to your EZRentOut account by activating the ‘Session Time-out’ feature. It is helpful in scenarios where you want to prevent your account from being misused by someone else. For this to work out, … Continue reading

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Asset (8)

How do I delete multiple assets?

Deleting an asset permanently removes it from the system. We recommend that you “Retire” assets that are no longer needed. Only the account owner can delete assets/inventory records in bulk to clean the account. Steps: 1) From Settings -> Company … Continue reading

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I want to use my own serial numbers!

EZRentOut assigns an item # for every item that you add to your account (also referred to as asset # and inventory # depending upon the context). The first item that gets added is #1, second is #2 and so … Continue reading

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What is the difference between asset retirement and asset deletion?

Asset retirement deactivates an asset from our system. Retired assets do not count towards the subscription package limit and cannot be actively used. Asset deletion permanently deletes an asset from the system, including checkout history, service details, comments etc.

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How do I undo an asset retirement?

To activate an asset that has been retired, filter the asset listing for retired assets. Then use the activate action after selecting the assets needing activation.

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How can I apply depreciation to my assets?

EZRentOut supports depreciation, to enable asset depreciation from Settings -> Add Ons. Currently we support straight line depreciation with support for group specific rates.

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What is the difference between asset, asset stock and inventory in EZRentOut?

Check out our blog to differentiate between an asset, asset stock and inventory: https://blog.ezrentout.com/how-to-differentiate-types-of-items-in-ezrentout/

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How can I set alerts for warranty renewals whenever an item requires one?

You can setup a custom field of type ‘Date field (Alert)’ from More -> Custom fields -> Items. Associate it with a specific group or all the future groups. Once created, you can then add the value for this custom … Continue reading

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How to create new assets via scanning in EZRentOut (For PC/Mac)?

To create new assets via scanning, enable ‘Hardware Scanner Integration’ in Settings > Add Ons. Hit ‘Update’ at the bottom of the page. Once enabled, here are the steps to add an asset via scanning on PC/Mac: Step 1: Go to Items page. … Continue reading

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Asset Labels / Tags (12)

How to print display pictures of items on Print Labels?

You can choose to print pictures with labels if you like. When designing a label (Settings -> Print Label -> edit an existing one or create new), include all necessary information from the design elements given with the canvas. Don’t … Continue reading

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Need all my Print Label data in an excel sheet

You can use EZRentOut to print professional labels (Learn More). However if you’d like to go for commercial printing, you may need to handover the Print Label data to your printing service. This option is available under Your name at … Continue reading

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I need to get a bunch of QR Codes/Labels printed beforehand. Will add items to EZRentOut later

There are two main scenarios that require printing the labels even before you add the relevant items to your account. 1. Commercial Printers who would print in bulk for you e.g. 1000 labels per order. Say you have 500 in … Continue reading

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Is it possible to generate QRCodes before assigning them to the actual assets?

Yes, you can generate QRCodes in advance, using the following steps: 1) Creating (placeholder) assets and populate any fields that you may require. See more. 2) You can now generate QRCodes and even print labels for the assets in advance.

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Can I generate the URLs for the QRCodes without going through EZRentOut?

You cannot generate URLs for QR codes of items without using EZRentOut. It has to be routed through logging into the EZRentOut account only.

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Can I print multiple/variety-of asset labels on the same page?

Yes, you’ll need to disable Single Step Printing for that. To do this, hit the bell icon in the upper right and go to Print Queue. Uncheck ‘Enable Single Step Printing’ — this will hold all the print commands in … Continue reading

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I have custom barcode tags already being used for my Inventory/Assets. Do you support barcodes or will we be forced switch to QRCodes? If barcodes are supported, is there an easy way to enter the barcode information?

We recommend QR Codes since they have a richer data representation capability and we expect them to replace bar codes as a standard in the future. However, we fully support legacy barcodes as well. If you chose to go with … Continue reading

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What are the recommended dimensions of asset label? What could be the maximum and minimum size?

Your asset label size and material will be determined by the size, type and use of your assets. Smaller assets like wireless mice may need compact labels where as a power drill used in construction projects may need larger, more … Continue reading

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How do I print a Stock Item list with images

1. Go to More → Print Label Template → Add New Template 2. Create a canvas where you drop all the attributes on to the canvas including ‘Display Picture’. Remember these are the attributes you would also want on a … Continue reading

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What is the Identification Number of an item?

You can also associate an Identification Number with every item for more personalized identification. The Identification Number field can be edited in the item details for each item. This is not a mandatory field, but is commonly used for the … Continue reading

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How can I print on dedicated label printers (Brother, Dymo, etc.)?

There are two ways to go about it. a) You can design the labels in the printers’ utility using the EZRentOut data b) Or you can print directly from EZRentOut. Printing via Utility 1) Make sure that the printer utility can … Continue reading

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I want to use my own serial numbers!

EZRentOut assigns an item # for every item that you add to your account (also referred to as asset # and inventory # depending upon the context). The first item that gets added is #1, second is #2 and so … Continue reading

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Customization (6)

I want to hide some fields that came with EZRentOut

Plan on not using some fields? You can hide them. Your name at top right -> Settings -> Company Settings -> Advanced Settings -> Fields to hide from items -> Enabled -> Choose which fields to hide

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Can I change the default currency in EZRentOut?

To change the default currency label from USD to another e.g. GBP, go to Settings-> Company Settings -> Company Profile -> Enter your preferred currency label.

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How can I change the language on EZRentOut?

To change the language, you first have to enable the translator from Name -> Settings -> Company Settings -> Company Profile -> Language Translator and save the setting. Once saved, you’ll spot the language switch dropdown menu at the very … Continue reading

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How can I customize the name/label of the Add Stock action button?

There is an option in EZRentOut which enables rental businesses to customize the action button label from Settings → Company Settings → Custom label. This enable businesses to rename the action button label that best describes it for their staff members. … Continue reading

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How to customize an invoice where I don’t want to show the contents of a bundle in an order?

To do this, you will have to customize an invoice template for orders having bundle line items. Follow these simple steps: Go to More -> Order Printouts -> Click ‘New Order Printout Template’. Choose ‘Invoice’ as your order printout type, and … Continue reading

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How can I define character limits on the listings page?

We allow our users to customize the size of a column in the listings page by setting up its character limit. To do this, do the following: – Scroll to the right of the table on any listings page and … Continue reading

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Custom Fields (7)

What is the limit on custom fields?

There is a limit of 30 custom fields for items. If you need more custom fields for your items contact us at support@ezrentout.com There are also limits on custom fields for orders. The maximum custom fields allowed for orders vary … Continue reading

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Can I search through using custom attribute value?

Yes, custom attributes are searched through as part of the general search function. Here is an example (Say you are looking for laptops with ‘Intel Core i3’ processor):Click ‘Assets’ on ‘Filter results’ section, on the right side to view assets … Continue reading

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How do I add a custom field for each item in an order?

EZRentOut comes with predefined set of fields for Orders and Items. However, if they are not sufficient for your needs, you can add custom fields from More -> Custom Fields -> Items. Adding fields Use the Add Custom Field button … Continue reading

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How do I add a custom field to an order?

EZRentOut comes with predefined set of fields for Orders and Items. However, if they are not sufficient for your needs, you can add custom fields from More -> Custom Fields -> Order. For example, you want to add shipment number … Continue reading

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How can I set alerts for warranty renewals whenever an item requires one?

You can setup a custom field of type ‘Date field (Alert)’ from More -> Custom fields -> Items. Associate it with a specific group or all the future groups. Once created, you can then add the value for this custom … Continue reading

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Error when searching on a custom field value for an item/order?

The search bar at the top will not give any results if search is performed on a custom field value having more than 1024 characters stored under its value. This applies to custom fields created for Items and Orders.

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What to be careful of when importing items from an Excel Sheet?

1) First step should be determining which columns in your excel sheet map to which fields in EZRentOut. 2) If there are certain fields that you need but aren’t present in EZRentOut, you can create custom fields from Items -> … Continue reading

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Importing Data (10)

How can I move or transfer stock in bulk from one location to another?

Instances like recording bulk item data against the wrong location, or when relocating a warehouse from one place to another – there’s a need to transfer stock quantity in bulk from one location to another. This can create a complex … Continue reading

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I have a few orders in the past that I just want to record in EZRentOut

If the Return Date is in the past for an order, you can just add it as a normal order. When you Rent Out this order, EZRentOut looks at the Return Date and informs you that this is going to … Continue reading

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You’re trying to import your LDAP server customers to EZRentOut, but facing an error during the process. To fix this, verify that you’re doing it right.

A common issue for an unsuccessful import/sync process is not having Last Name and Email attributes configured in your LDAP server. Also look out for invalid customers’ email addresses.

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How to verify the information while setting up SAML Integration for EZRentOut?

Following are some of the URLs that you may require during the configuration process: –Sign On URL: https://<Your Company’s Subdomain>.ezrentout.com/users/sign_in –Identifier/Issuer: https://www.ezrentout.com (Note: Do not enter your subdomain with it) –Assertion Consumer Service URL: https://<Your Company’s Subdomain>.com/users/auth/saml/callback Learn More

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What if the Identity Provider asks for 4 attributes e.g. First Name, Last Name, Email and Principle Name? Will it matter as EZRentOut only looks for First Name, Last Name and Email?

The extra attribute will not be an issue. However, while configuring, you’d most probably have to map the exact attribute names of the first name, last name and email fields that are provided by the Identity provider in the Settings … Continue reading

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How do I import images and documents when importing from Excel?

You can create document linkages for items right as you update or upload them via an Excel sheet. Furthermore, you can attach up to 5 public media file URLs upon item import. But what are media file URLs? These are the web … Continue reading

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How to troubleshoot this error “Attachment has an extension that does not match its contents” when mass importing your dropbox images via excel import in EZRentOut?

To fix this error “Attachment has an extension that does not match its contents” when mass importing images via excel import functionality in EZRentOut, do the following: You need to make minor tweaks to the shared links (created via DropBox share … Continue reading

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How do I mass upload and associate the documents and images that are saved on my hard drive?

You can directly upload a maximum of 10 documents and images at a time from Items > Documents > Upload. You can also mass import documents and images and associate them to items through an Excel import. For this, you … Continue reading

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What types of files can I upload to EZRentOut?

Here’s a list of the file types you can upload in EZRentOut: Image formats: JPEG JPE JPG X-PNG TIFF GIF BMP vnd.adobe.photoshop vnd.microsoft.icon Sheet formats: vnd.openxmlformats-officedocument.spreadsheetml.sheet vnd.oasis.opendocument.spreadsheet vnd.ms-excel Excel Doc formats: vnd.openxmlformats-officedocument.wordprocessingml.document vnd.oasis.opendocument.text MSWord PDF Video formats: QuickTime MP4 3GPP AVI

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What to be careful of when importing items from an Excel Sheet?

1) First step should be determining which columns in your excel sheet map to which fields in EZRentOut. 2) If there are certain fields that you need but aren’t present in EZRentOut, you can create custom fields from Items -> … Continue reading

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Inventory (5)

What is the difference between asset, asset stock and inventory in EZRentOut?

Check out our blog to differentiate between an asset, asset stock and inventory: https://blog.ezrentout.com/how-to-differentiate-types-of-items-in-ezrentout/

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How can I set up low-level stock alerts?

To trigger a low stock alert when the quantity falls below a user-defined threshold, first enable the alert by going to More -> Alerts -> My Alerts -> Items (Alert type) -> Check ‘Send low stock threshold alert’. Second, edit … Continue reading

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Is there a way to undo a sale/stock addition logged by mistake?

To undo a sale or stock addition, use the Stock History button on the right side of the inventory detail page. In the stock history details, click the ‘x’ at the right side of the action you need to undo.

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How can I move or transfer stock in bulk from one location to another?

Instances like recording bulk item data against the wrong location, or when relocating a warehouse from one place to another – there’s a need to transfer stock quantity in bulk from one location to another. This can create a complex … Continue reading

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How can I set a default reorder quantity for each asset stock and inventory item?

Companies have different ways to reorder quantity for different items. Some like to order a quantity that will bring the item to its required threshold. Others practice a fixed formula or even define a fixed value for each item. No … Continue reading

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Mass Data Actions (9)

Can I export/backup all my data from your system at any time?

Yes, we provide easy-to-use canned reports which allow data to be exported into a CSV/PDF file (a common format understood by Microsoft Excel). Explore More -> Reports. Choose your preferred report, fill in the given fields and click ‘Export’. We … Continue reading

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Our legacy system contains data fields that are not present in EZRentOut. How do I incorporate these data fields during data import?

Our custom fields feature allows you to add new or custom data fields for the assets and orders. Once you have defined all such fields in our system from More -> Custom Fields, you can simply use the normal Bulk … Continue reading

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Is it possible to migrate my data from our legacy system to EZRentOut? Do you provide any tool to facilitate such ‘data import ’ tasks?

Yes, migrating over your data from your legacy system (Database, Excel spreadsheet, etc) is one of our most popular features. The process is explained here: https://blog.ezrentout.com/how-to-import-items-from-excel-to-ezrentout/. We also offer custom data migration (export/import) to our corporate customers.

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How can I move or transfer stock in bulk from one location to another?

Instances like recording bulk item data against the wrong location, or when relocating a warehouse from one place to another – there’s a need to transfer stock quantity in bulk from one location to another. This can create a complex … Continue reading

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How do I delete multiple assets?

Deleting an asset permanently removes it from the system. We recommend that you “Retire” assets that are no longer needed. Only the account owner can delete assets/inventory records in bulk to clean the account. Steps: 1) From Settings -> Company … Continue reading

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How do I periodically backup my EZRentOut data

Data backups are offered through Dropbox. You can enable this option from Settings -> Add Ons -> Periodic Data Backup -> Add Dropbox account. Following components are synced over: Checkout and Check-in Events All Active Assets Line Items All Inventory … Continue reading

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How to troubleshoot this error “Attachment has an extension that does not match its contents” when mass importing your dropbox images via excel import in EZRentOut?

To fix this error “Attachment has an extension that does not match its contents” when mass importing images via excel import functionality in EZRentOut, do the following: You need to make minor tweaks to the shared links (created via DropBox share … Continue reading

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What to be careful of when importing items from an Excel Sheet?

1) First step should be determining which columns in your excel sheet map to which fields in EZRentOut. 2) If there are certain fields that you need but aren’t present in EZRentOut, you can create custom fields from Items -> … Continue reading

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How can I charge payment for multiple orders in one go?

You can charge payment for multiple orders to the same or different customers in one go. To do this, do the following: Go to Orders listing page and multi-select orders you need to charge payment for. Click on ‘Actions’ and … Continue reading

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Company URL (2)

How can I set up a CNAME record to redirect to the EZRentOut website or Webstore?

Your company domain/URL can be configured to have an additional web address, meaning yourcompany.com can also support rentals.yourcompany.com. One way to do this is to add a CNAME record (also known as Canonical Name record) to your domain. To add a CNAME … Continue reading

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I’m getting a “Web Store URL is not configured properly” error when I attempt to validate my custom URL

Configuring the Web Store to use your Domain is a two-step process: 1. Forwarding your domain’s traffic to our server. This requires asking your DNS provider to point your URL to our server. The instructions to forward your DNS provider … Continue reading

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Webstore (6)

How can I set up a CNAME record to redirect to the EZRentOut website or Webstore?

Your company domain/URL can be configured to have an additional web address, meaning yourcompany.com can also support rentals.yourcompany.com. One way to do this is to add a CNAME record (also known as Canonical Name record) to your domain. To add a CNAME … Continue reading

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I’m getting a “Web Store URL is not configured properly” error when I attempt to validate my custom URL

Configuring the Web Store to use your Domain is a two-step process: 1. Forwarding your domain’s traffic to our server. This requires asking your DNS provider to point your URL to our server. The instructions to forward your DNS provider … Continue reading

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Which video formats does the webstore banner support?

This will depend on the browser you’re using.             Generally, MP4s are the best bet in terms of support.

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How do I add a Shipping and Pickup location to an order?

Shipping locations are currently linked to the contact person (individual customer) instead of businesses. You can enable ‘Pickup and Shipping Location’ from Settings -> Company Settings -> Advanced Settings. This feature enables you to record locations of customers, where you … Continue reading

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Web Order, Booked (Web Order), and Booked Advance Due States in EZRentOut

Web Order and Booked Web Order State: An order goes through different states in EZRentOut. When a customer places an order through the Webstore, its termed as a Web Order in EZRentOut. This happens when autobooking is disabled. With autobooking enabled, an order … Continue reading

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How can you set a Payment Range on the EZRentOut Webstore?

On the EZRentOut Webstore, users can charge a portion of the rental at the time of checkout. This mitigates the risk of customers abandoning rentals at the last moment. Ensuring that they pay a portion of the fee helps bind them … Continue reading

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Pricing And Packages (3)

What are the different corporate packages?

We offer a wide variety of packages tailored to your needs. To get a quote for a corporate package, get in touch with us at sales@ezrentout.com. Moreover, we offer a number of add on features and services to our corporate … Continue reading

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What is the cost of upgrading a yearly package before a year?

There is no cost of upgrading a yearly package before the year. You will be charged on a prorated basis for the difference.

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Are there any discounts for nonprofits?

Yes, we sincerely believe in playing our part as responsible corporate citizens and contribute to local communities. We have an ongoing discount program for non-profit and educational institutions. Furthermore, we offer a 10% discount for an annual subscription. For details … Continue reading

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Misc/General (10)

Can I change the default currency in EZRentOut?

To change the default currency label from USD to another e.g. GBP, go to Settings-> Company Settings -> Company Profile -> Enter your preferred currency label.

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How can I customize the name/label of the Add Stock action button?

There is an option in EZRentOut which enables rental businesses to customize the action button label from Settings → Company Settings → Custom label. This enable businesses to rename the action button label that best describes it for their staff members. … Continue reading

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I want to see more than 25 items/records in my listings

You can choose to display up to a 100 records. To make this change, log in, go to Name -> Settings -> My Settings -> Maximum records per page and change the quantity.

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How can I sync my calendar with EZRentOut?

If you go on the dashboard page and right below the calendar there is a ‘Get ICAL URL’ button. This button provides a link which can be integrated to calendars. You can then go to the Google Calendar -> dropdown … Continue reading

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How can I customize the columns on my Asset/Asset-Stock/Inventory listings, or the thumbnail view for the same?

Follow these steps: 1. Go to the item listing (Items -> Asset/Asset-Stock/Inventory) 2. Select the List View on the left. 3. Make sure the Compact View button is not pressed (if it is, click on it to de-press it) 4. Scroll to … Continue reading

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How to troubleshoot this error “Attachment has an extension that does not match its contents” when mass importing your dropbox images via excel import in EZRentOut?

To fix this error “Attachment has an extension that does not match its contents” when mass importing images via excel import functionality in EZRentOut, do the following: You need to make minor tweaks to the shared links (created via DropBox share … Continue reading

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How can I define character limits on the listings page?

We allow our users to customize the size of a column in the listings page by setting up its character limit. To do this, do the following: – Scroll to the right of the table on any listings page and … Continue reading

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Can I set non-US date format in EZRentOut?

By default, EZRentOut uses the US date format throughout the app. However, non-US companies can change this format as per their standard. To do this, go to Settings –> Company Profile –> Misc. Here, click on the ‘Date Format (Input)’ … Continue reading

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How do I change the way items are displayed? Item views on listing page

You can change the way items are displayed in EZRentOut from the viewing options on the left of your Item Listing Page: There are three types of ways/views you can display Assets: List View: Lists down all your items. You can … Continue reading

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How do I limit Document access to Admins only in EZRentOut?

To restrict access, go to Items –> Documents –> Upload Documents. Here, choose the files you’d like to upload and enable the ‘Restrict access to administrators’ checkbox and hit the Upload Documents button. Once you do this, the uploaded document will only be … Continue reading

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Payments (15)

How could I be sure that my payment credentials are not going to be misused?

We are PCI compliant (http://en.wikipedia.org/wiki/Payment_Card_Industry_Data_Security_Standard) and comply with US federal laws governing financial transactions.

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How can I generate invoice(s) for myself?

To download your invoices, go to Settings -> Billing -> Invoices.

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How can I switch my credit card for billing?

To change your credit card on file, go to Settings -> Billing -> Update Billing Info

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Which PayPal account do I need for using with EZRentOut

We integrate with any merchant PayPal standard account. This includes support for PayPal Express.

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How do I repeat orders/invoices for recurring payments

Cloning an Order: You can clone any order, any time. Say if a construction company often takes out a set of field equipment. And they always insist on the same items. In such a case you can clone any earlier … Continue reading

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Can I cancel my subscription at any time / How do I cancel my subscription?

Cancellations can happen any time; there are no hidden charges or fines. To cancel your account, log in as the account owner and go to Name -> Billing. At the bottom is a “Need to unsubscribe?” dialog box. Press Close My … Continue reading

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How do I take a security deposit in case the rentals are damaged

Based on the mode of payment, you have the following options: 1. Credit Card (Stripe) If you have Credit Card payments enabled via Settings -> Add-Ons, you can use the Charge Payment -> Pre-Authorize feature. This will block the amount … Continue reading

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I need a Login ID and Transaction Key to complete integration with Authorize.net

  You can set up Authorize.net integration from Settings → Add Ons → Enable Payments through Credit Card → Use Authorize.net. Once you click Enable, you’ll be asked to enter your Authorize.net API Login ID & Transaction Key. To retrieve … Continue reading

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Web Order, Booked (Web Order), and Booked Advance Due States in EZRentOut

Web Order and Booked Web Order State: An order goes through different states in EZRentOut. When a customer places an order through the Webstore, its termed as a Web Order in EZRentOut. This happens when autobooking is disabled. With autobooking enabled, an order … Continue reading

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Void Transactions and Payment Refunds

There’s a difference between a void order and void payment. If there were any errors in the order, an order can be marked as VOID and a new order can be created. This can only be done when an order … Continue reading

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How can you set a Payment Range on the EZRentOut Webstore?

On the EZRentOut Webstore, users can charge a portion of the rental at the time of checkout. This mitigates the risk of customers abandoning rentals at the last moment. Ensuring that they pay a portion of the fee helps bind them … Continue reading

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How can I charge payment for multiple orders in one go?

You can charge payment for multiple orders to the same or different customers in one go. To do this, do the following: Go to Orders listing page and multi-select orders you need to charge payment for. Click on ‘Actions’ and … Continue reading

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Why am I seeing a negative Payable Amount in my EZRentOut Order?

The following only applies if you’ve synced your EZRentOut Account with QuickBooks. If you’ve already charged payment on an EZRentOut Order but the Payable Amount suddenly became negative, it may be because an Order Line Item (Item or Tax) has … Continue reading

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Payments processed in QuickBooks are being automatically charged to the oldest invoice. How do I turn this off?

If a Customer in EZRentOut has multiple outstanding invoices and you charge payment to one of these, QuickBooks automatically applies the amount to the oldest outstanding invoice. This is a QuickBooks Automation feature but if you’d like to manually apply … Continue reading

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Printing Labels (5)

Need all my Print Label data in an excel sheet

You can use EZRentOut to print professional labels (Learn More). However if you’d like to go for commercial printing, you may need to handover the Print Label data to your printing service. This option is available under Your name at … Continue reading

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I want to use my own serial numbers!

EZRentOut assigns an item # for every item that you add to your account (also referred to as asset # and inventory # depending upon the context). The first item that gets added is #1, second is #2 and so … Continue reading

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I need to get a bunch of QR Codes/Labels printed beforehand. Will add items to EZRentOut later

There are two main scenarios that require printing the labels even before you add the relevant items to your account. 1. Commercial Printers who would print in bulk for you e.g. 1000 labels per order. Say you have 500 in … Continue reading

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Can I print multiple/variety-of asset labels on the same page?

Yes, you’ll need to disable Single Step Printing for that. To do this, hit the bell icon in the upper right and go to Print Queue. Uncheck ‘Enable Single Step Printing’ — this will hold all the print commands in … Continue reading

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How can I print on dedicated label printers (Brother, Dymo, etc.)?

There are two ways to go about it. a) You can design the labels in the printers’ utility using the EZRentOut data b) Or you can print directly from EZRentOut. Printing via Utility 1) Make sure that the printer utility can … Continue reading

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Orders (20)

Can I have an order with only the Sale Items

If an order only has inventory (i.e. Items to Sell), it’s treated as a Sale Order. When you hit the Rent Out button, the order is marked completed and the inventory is sold as per the quantities and pricing details … Continue reading

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Can I sell items in EZRentOut?

Yes. You can sell as well as rent out items in EZRentOut, in a single order.

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I have a few orders in the past that I just want to record in EZRentOut

If the Return Date is in the past for an order, you can just add it as a normal order. When you Rent Out this order, EZRentOut looks at the Return Date and informs you that this is going to … Continue reading

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How do I repeat orders/invoices for recurring payments

Cloning an Order: You can clone any order, any time. Say if a construction company often takes out a set of field equipment. And they always insist on the same items. In such a case you can clone any earlier … Continue reading

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How do I track Labor, Delivery, Service or Technician Charges in Orders?

There are two ways you can set up such charges as part of an order: – Set them up as inventory – Enter the charges on the go As Inventory: Add an inventory item for each charge e.g. an inventory … Continue reading

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How do I add a custom field to an order?

EZRentOut comes with predefined set of fields for Orders and Items. However, if they are not sufficient for your needs, you can add custom fields from More -> Custom Fields -> Order. For example, you want to add shipment number … Continue reading

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How do I add a legal agreement / disclaimer / rental agreement / liability clause to an invoice?

There are two ways to add a legal agreement / disclaimer / rental agreement / liability clause to an invoice: 1. Add the clauses by going to Settings -> Policy -> Default Invoice Template -> Message on Invoice. This only … Continue reading

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How can I sync my calendar with EZRentOut?

If you go on the dashboard page and right below the calendar there is a ‘Get ICAL URL’ button. This button provides a link which can be integrated to calendars. You can then go to the Google Calendar -> dropdown … Continue reading

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How do I take a security deposit in case the rentals are damaged

Based on the mode of payment, you have the following options: 1. Credit Card (Stripe) If you have Credit Card payments enabled via Settings -> Add-Ons, you can use the Charge Payment -> Pre-Authorize feature. This will block the amount … Continue reading

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How can I replace or swap items in my rental order?

If your customers ever need to get replacement equipment either because it’s faulty or needs maintenance, you can use the swap feature in EZRentOut. You must first enable swapping from Settings -> Add Ons -> Swap Rented Out Items. Next, … Continue reading

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How to customize an invoice where I don’t want to show the contents of a bundle in an order?

To do this, you will have to customize an invoice template for orders having bundle line items. Follow these simple steps: Go to More -> Order Printouts -> Click ‘New Order Printout Template’. Choose ‘Invoice’ as your order printout type, and … Continue reading

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How can I get customers to put signatures on Order Printouts themselves?

Here’s how it works: 1) From an order’s detail page, use the email option icon (see image below). Note: This option will play out only if the customer has an email address added to the customer details. Learn More 2) … Continue reading

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I accidentally returned an order while it was still rented out. How can I tell EZRentOut to undo this return?

While you can’t put a ‘completed order’ back into the ‘rented out’ state you can make another copy of the order and put that in draft state and then delete the original order. To do this: 1. Go to the … Continue reading

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Web Order, Booked (Web Order), and Booked Advance Due States in EZRentOut

Web Order and Booked Web Order State: An order goes through different states in EZRentOut. When a customer places an order through the Webstore, its termed as a Web Order in EZRentOut. This happens when autobooking is disabled. With autobooking enabled, an order … Continue reading

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Void Transactions and Payment Refunds

There’s a difference between a void order and void payment. If there were any errors in the order, an order can be marked as VOID and a new order can be created. This can only be done when an order … Continue reading

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How to create a booking for overdue items in EZRentOut?

To do this, enable ‘Availability of Overdue Items’ in Settings → Company Settings → Policy. With this setting in EZRentOut, Overdue Items (assets and asset stock) are treated as ‘Available’ by the system. This means you will be able to … Continue reading

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How can I add or return an item in a rented out order?

EZRentOut allow users to be able to add and return items in a rented out order. To do this, go to Company Settings → Policy → Edit Rented Out Orders → Click ‘Enabled’. Hit ‘Save Settings’ at the bottom of … Continue reading

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How can I use Order Identification Number to track orders instead of Order#?

At EZRentOut, we try to make things easy for you by providing you with default templates and frameworks to keep things organized. This is why we’ve given you the Order# to help you keep tabs on Orders easily. However, if … Continue reading

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Can I add recurrence to a Rented Out Web Order?

It is allowed – as long as the sum of the Rented Out Date and the recurrence span equals the current date or a future date.  Here is why that is: When a user wants to add recurrence to an ongoing … Continue reading

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Why am I seeing a negative Payable Amount in my EZRentOut Order?

The following only applies if you’ve synced your EZRentOut Account with QuickBooks. If you’ve already charged payment on an EZRentOut Order but the Payable Amount suddenly became negative, it may be because an Order Line Item (Item or Tax) has … Continue reading

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Mobile App (1)

Can I record data locally on my app and upload it when a connection is available?

At the moment EZRentOut mobile app requires a live internet connection. We’re looking into the possibility of offline mode.

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Integrations (12)

Which PayPal account do I need for using with EZRentOut

We integrate with any merchant PayPal standard account. This includes support for PayPal Express.

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How to verify the information while setting up SAML Integration for EZRentOut?

Following are some of the URLs that you may require during the configuration process: –Sign On URL: https://<Your Company’s Subdomain>.ezrentout.com/users/sign_in –Identifier/Issuer: https://www.ezrentout.com (Note: Do not enter your subdomain with it) –Assertion Consumer Service URL: https://<Your Company’s Subdomain>.com/users/auth/saml/callback Learn More

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What if the Identity Provider asks for 4 attributes e.g. First Name, Last Name, Email and Principle Name? Will it matter as EZRentOut only looks for First Name, Last Name and Email?

The extra attribute will not be an issue. However, while configuring, you’d most probably have to map the exact attribute names of the first name, last name and email fields that are provided by the Identity provider in the Settings … Continue reading

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How to paste your SAML SSO Certificate?

During the EZRentOut’s configuration process, paste the certificate in the field in between the following marks: —–BEGIN CERTIFICATE—– Paste certificate details here —–END CERTIFICATE—–

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Someone at your organization tried accessing your EZRentOut portal through SAML, but could not log in. To fix this, verify that your integration has been set up correctly.

A common issue is not having Last Name and Email attributes configured in your SAML Set Up. To diagnose this: 1) Make sure EZRentOut is getting the Last Name and Email for members. The relevant options are available under Settings … Continue reading

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How do I sync EZRentOut with QuickBooks Desktop?

Here’s a step-by-step guide showing you how to integrate your EZRentOut account to QuickBooks Desktop. Your download will start automatically in 3 seconds…

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How do I look up the Error Log for the EZRentOut QuickBooks Desktop Sync Utility?

Before Sync Utility Version 3.1 If you are using a QuickBooks Desktop Sync Utility earlier than Version 3.1, here is what you should do to look up the Error Log. 1) Go to File Explorer > Local Disk (C:) 2) View … Continue reading

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I need a Login ID and Transaction Key to complete integration with Authorize.net

  You can set up Authorize.net integration from Settings → Add Ons → Enable Payments through Credit Card → Use Authorize.net. Once you click Enable, you’ll be asked to enter your Authorize.net API Login ID & Transaction Key. To retrieve … Continue reading

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How do I install the latest version of the EZRentOut QuickBooks Sync Utility?

Here’s how you can install the latest version of the Sync Utility: For Versions up to EZRentOut Sync Utility 1.6: 1. Go to Control Panel -> Programs & Features. 2. Right-click on EZRentout Sync in the list, and click on … Continue reading

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Which versions of QuickBooks Desktop can I integrate with?

We support integration with the following versions of QuickBooks Desktop (2012 or later): 1) QuickBooks Standard 2) QuickBooks Pro 3) QuickBooks Pro Plus 4) QuickBooks Premier 5) QuickBooks Enterprise We also integrate with QuickBooks Online.

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I am receiving the error: “Failed to update invoice on QuickBooks: XYZ is deleted or is marked inactive on QuickBooks”. How do I proceed?

This error shows up when an item was initially created in QuickBooks, synced with EZR, and then made inactive in QuickBooks. In order to sync again, you will have to mark the item as active again in QuickBooks. To check … Continue reading

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Tracking QuickBooks Sub Customers in EZRentOut

QuickBooks has a feature called Sub Customers that is used for tracking multiple contacts for the same business (or even to track multiple projects for a customer). In EZRentOut, we recommend using the Business/Account field under ‘Customers’ to manage multiple contacts … Continue reading

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Customers (3)

We rent out to companies. How do I track them as customers?

Option A:  If you rent out to companies, add them as Customers. First Name can be left blank. The last name becomes the company name. Essentially, all your companies will be listed as “customers”. Option B: If you have multiple … Continue reading

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What types of alert does a customer receive via email?

Following actions generate email alerts for the Customers: Order Placed on Web Store* Order Booked* Order Rented Out* Order Completed* Order Payment Received* Order Payment Pre-authorized* Order Cancelled Order Cancellation Request Rejected Orders Due Today Orders Due in — days … Continue reading

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How do I add a Shipping and Pickup location to an order?

Shipping locations are currently linked to the contact person (individual customer) instead of businesses. You can enable ‘Pickup and Shipping Location’ from Settings -> Company Settings -> Advanced Settings. This feature enables you to record locations of customers, where you … Continue reading

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Company Settings (5)

How can I customize the name/label of the Add Stock action button?

There is an option in EZRentOut which enables rental businesses to customize the action button label from Settings → Company Settings → Custom label. This enable businesses to rename the action button label that best describes it for their staff members. … Continue reading

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How to create a booking for overdue items in EZRentOut?

To do this, enable ‘Availability of Overdue Items’ in Settings → Company Settings → Policy. With this setting in EZRentOut, Overdue Items (assets and asset stock) are treated as ‘Available’ by the system. This means you will be able to … Continue reading

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How can I add or return an item in a rented out order?

EZRentOut allow users to be able to add and return items in a rented out order. To do this, go to Company Settings → Policy → Edit Rented Out Orders → Click ‘Enabled’. Hit ‘Save Settings’ at the bottom of … Continue reading

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How can I use Order Identification Number to track orders instead of Order#?

At EZRentOut, we try to make things easy for you by providing you with default templates and frameworks to keep things organized. This is why we’ve given you the Order# to help you keep tabs on Orders easily. However, if … Continue reading

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How can I set up the inactivity period in EZRentOut?

You can add another layer of security to your EZRentOut account by activating the ‘Session Time-out’ feature. It is helpful in scenarios where you want to prevent your account from being misused by someone else. For this to work out, … Continue reading

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Invoicing (5)

How do I add a legal agreement / disclaimer / rental agreement / liability clause to an invoice?

There are two ways to add a legal agreement / disclaimer / rental agreement / liability clause to an invoice: 1. Add the clauses by going to Settings -> Policy -> Default Invoice Template -> Message on Invoice. This only … Continue reading

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How to customize an invoice where I don’t want to show the contents of a bundle in an order?

To do this, you will have to customize an invoice template for orders having bundle line items. Follow these simple steps: Go to More -> Order Printouts -> Click ‘New Order Printout Template’. Choose ‘Invoice’ as your order printout type, and … Continue reading

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How can I get customers to put signatures on Order Printouts themselves?

Here’s how it works: 1) From an order’s detail page, use the email option icon (see image below). Note: This option will play out only if the customer has an email address added to the customer details. Learn More 2) … Continue reading

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How can I charge payment for multiple orders in one go?

You can charge payment for multiple orders to the same or different customers in one go. To do this, do the following: Go to Orders listing page and multi-select orders you need to charge payment for. Click on ‘Actions’ and … Continue reading

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How do fix the Wacom Pen Tablet if it isn’t working properly on Windows?

EZRentOut supports the Wacom Intuos Pen Tablets for capturing electronic signatures. This enables more convenient signature capture to make the order process smoother. Here is everything you need to set up electronic signatures using Wacom Intuos Pen Tablets on EZRentOut: … Continue reading

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Authorize.net (2)

I need a Login ID and Transaction Key to complete integration with Authorize.net

  You can set up Authorize.net integration from Settings → Add Ons → Enable Payments through Credit Card → Use Authorize.net. Once you click Enable, you’ll be asked to enter your Authorize.net API Login ID & Transaction Key. To retrieve … Continue reading

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How can I charge payment for multiple orders in one go?

You can charge payment for multiple orders to the same or different customers in one go. To do this, do the following: Go to Orders listing page and multi-select orders you need to charge payment for. Click on ‘Actions’ and … Continue reading

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Reports (1)

How can I save a Custom Report for future use?

Make sure you have enabled ‘Save Custom Reports’ from Settings > Add Ons. Once you run a report by clicking on ‘Apply Filters’, you will be shown a button prompting you to ‘Save Report’.    

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Signatures (2)

How can I get customers to put signatures on Order Printouts themselves?

Here’s how it works: 1) From an order’s detail page, use the email option icon (see image below). Note: This option will play out only if the customer has an email address added to the customer details. Learn More 2) … Continue reading

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How do fix the Wacom Pen Tablet if it isn’t working properly on Windows?

EZRentOut supports the Wacom Intuos Pen Tablets for capturing electronic signatures. This enables more convenient signature capture to make the order process smoother. Here is everything you need to set up electronic signatures using Wacom Intuos Pen Tablets on EZRentOut: … Continue reading

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QuickBooks (13)

How do I install the latest version of the EZRentOut QuickBooks Sync Utility?

Here’s how you can install the latest version of the Sync Utility: For Versions up to EZRentOut Sync Utility 1.6: 1. Go to Control Panel -> Programs & Features. 2. Right-click on EZRentout Sync in the list, and click on … Continue reading

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Common questions for QuickBooks Desktop Canada edition

The tax didn’t apply quite right in my QuickBooks invoice. What should I do? Make sure the Default Sales Tax Code is associated with same sales tax in QuickBooks as your EZRenout Tax. To check Default Tax Code : Open … Continue reading

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Which versions of QuickBooks Desktop can I integrate with?

We support integration with the following versions of QuickBooks Desktop (2012 or later): 1) QuickBooks Standard 2) QuickBooks Pro 3) QuickBooks Pro Plus 4) QuickBooks Premier 5) QuickBooks Enterprise We also integrate with QuickBooks Online.

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My inventory Average Cost and Total Quantity is not being updated in QuickBooks. What should I do?

Currently, QuickBooks only provides an advanced inventory module in QuickBooks Enterprise. 1) Go to Company -> Preferences -> Item & Inventory -> Advanced Inventory Settings. 2) Click the checkbox: Multiple Inventory Sites is Enabled. 3) Save the settings. 4) Run … Continue reading

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My inventory is not visible in QuickBooks. What should I do?

1) Go to Company -> Preferences -> Item & Inventory. 2) Click the checkbox: Inventory and purchase orders are active. 3) Save the settings. 4) Run the EZR Sync Utility again.

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I am receiving the error: “Failed to update invoice on QuickBooks: XYZ is deleted or is marked inactive on QuickBooks”. How do I proceed?

This error shows up when an item was initially created in QuickBooks, synced with EZR, and then made inactive in QuickBooks. In order to sync again, you will have to mark the item as active again in QuickBooks. To check … Continue reading

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Tracking QuickBooks Sub Customers in EZRentOut

QuickBooks has a feature called Sub Customers that is used for tracking multiple contacts for the same business (or even to track multiple projects for a customer). In EZRentOut, we recommend using the Business/Account field under ‘Customers’ to manage multiple contacts … Continue reading

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How do I sync EZRentOut with QuickBooks Desktop?

Here’s a step-by-step guide showing you how to integrate your EZRentOut account to QuickBooks Desktop. Your download will start automatically in 3 seconds…

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How to switch to old sales tax center in QuickBooks Online?

QuickBooks Online has now made reverting to old sales tax center possible now. If you’ve migrated from manual to automated sales tax, after logging into to your account, please follow these steps: 1. On the left pane of the homepage, … Continue reading

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Why am I seeing a negative Payable Amount in my EZRentOut Order?

The following only applies if you’ve synced your EZRentOut Account with QuickBooks. If you’ve already charged payment on an EZRentOut Order but the Payable Amount suddenly became negative, it may be because an Order Line Item (Item or Tax) has … Continue reading

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Sales Tax isn’t showing up in my EZRentOut Order

The following only applies if you’ve synced your EZRentOut Account with QuickBooks. The Sales Tax in your EZRentOut Orders is automatically synced from QuickBooks. If the Sales Tax becomes $0.00 in a QuickBooks Order, it shows up as $0.00 in … Continue reading

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How to sync negative Order Payment(s) with QuickBooks Online?

The overpaid Orders in EZRentOut cause major discrepancies in QuickBooks Online i.e. the additional amount is transferred to the Customer’s credit. This results in a change in Payment amounts in QuickBooks as well as EZRentOut.  For the same reason, such … Continue reading

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Payments processed in QuickBooks are being automatically charged to the oldest invoice. How do I turn this off?

If a Customer in EZRentOut has multiple outstanding invoices and you charge payment to one of these, QuickBooks automatically applies the amount to the oldest outstanding invoice. This is a QuickBooks Automation feature but if you’d like to manually apply … Continue reading

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Shipping and Pickup Address (1)

How do I add a Shipping and Pickup location to an order?

Shipping locations are currently linked to the contact person (individual customer) instead of businesses. You can enable ‘Pickup and Shipping Location’ from Settings -> Company Settings -> Advanced Settings. This feature enables you to record locations of customers, where you … Continue reading

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Locations (4)

How can I move or transfer stock in bulk from one location to another?

Instances like recording bulk item data against the wrong location, or when relocating a warehouse from one place to another – there’s a need to transfer stock quantity in bulk from one location to another. This can create a complex … Continue reading

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What do the different locations in EZRentOut mean?

EZRentOut has different locations to help you keep track of customers, businesses, and orders. Shipping Location: This is the location where order items will be delivered to customers. You can make this field visible by checking the relevant box in … Continue reading

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What’s the difference between Nest Location Under and Location Path?

When importing or exporting Locations in EZRentOut, either of the two columns can be mapped i.e. Location Path or Nest Location Under. You cannot map them both simultaneously during an Excel Import or Export. What’s the difference between Nest Location … Continue reading

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How can I offer multiple options to Customers for returning and receiving items?

1. For EZRentOut Web App To choose which options to make available to Customers, go to Settings –> Company Settings –> Advanced Settings –> Receiving and Returning Items of an Order. Enable Customers to receive items either from the store (Pick-up … Continue reading

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Bundles (1)

For the webstore, can I rent certain items out only as bundles?

You can do this for the webstore using EZRentOut. We’ve introduced a new option at the asset level: “Only Rent out through Bundle”. If you want to rent out some assets only as bundles (meaning you don’t want to rent … Continue reading

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Rentals (1)

How can I track meter hours on equipment that is being rented out?

You can easily track the rental duration of items in EZRentOut. To do this, go to Settings > Add Ons > Rental Meter, and click Enabled:Next, when adding or editing a rental item, simply add a Rental Meter Threshold: This allows you to set … Continue reading

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Security (2)

I’m getting the error “Server’s DNS address could not be found”

Background Computers only understand addresses in numbers, such as 10.10.10.1, etc. On the other hand, humans prefer words over having to remember numbers (such as www.ezrentout.com over 50.16.201.234). Mapping these words to the addresses (IP address) of computers is done … Continue reading

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How can I set up the inactivity period in EZRentOut?

You can add another layer of security to your EZRentOut account by activating the ‘Session Time-out’ feature. It is helpful in scenarios where you want to prevent your account from being misused by someone else. For this to work out, … Continue reading

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Dropbox (3)

How to troubleshoot this error “Attachment has an extension that does not match its contents” when mass importing your dropbox images via excel import in EZRentOut?

To fix this error “Attachment has an extension that does not match its contents” when mass importing images via excel import functionality in EZRentOut, do the following: You need to make minor tweaks to the shared links (created via DropBox share … Continue reading

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How do I mass upload and associate the documents and images that are saved on my hard drive?

You can directly upload a maximum of 10 documents and images at a time from Items > Documents > Upload. You can also mass import documents and images and associate them to items through an Excel import. For this, you … Continue reading

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How do I import images and documents when importing from Excel?

You can create document linkages for items right as you update or upload them via an Excel sheet. Furthermore, you can attach up to 5 public media file URLs upon item import. But what are media file URLs? These are the web … Continue reading

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Refund (2)

How can I issue a refund and then ‘complete’ my order?

Sometimes, customers are unhappy with their rentals and demand a refund. You can easily issue partial or total refunds using EZRentOut. Once a payment has been made, a Refund option will show up next to it: This opens up an … Continue reading

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Void Transactions and Payment Refunds

There’s a difference between a void order and void payment. If there were any errors in the order, an order can be marked as VOID and a new order can be created. This can only be done when an order … Continue reading

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Scanning (1)

How to create new assets via scanning in EZRentOut (For PC/Mac)?

To create new assets via scanning, enable ‘Hardware Scanner Integration’ in Settings > Add Ons. Hit ‘Update’ at the bottom of the page. Once enabled, here are the steps to add an asset via scanning on PC/Mac: Step 1: Go to Items page. … Continue reading

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Cookies (1)

Google Tag Manager and Cookie Consent

EZRentOut can help you manage cookie consent in more detail. You can send or block data to Google Analytics or other third party tools based on user preference. This relates to three levels of consent: Level 1: Visitor doesn’t want … Continue reading

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Alerts (1)

Placeholder Options in EZRentOut’s Custom Emails

You can use EZRentOut to send alerts to your team and customers based on specific actions. These alerts can also be customized. Learn more about doing that here. You can use placeholders to add even more dynamic detail to your emails. Below, … Continue reading

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Bookings (1)

How to create a booking for overdue items in EZRentOut?

To do this, enable ‘Availability of Overdue Items’ in Settings → Company Settings → Policy. With this setting in EZRentOut, Overdue Items (assets and asset stock) are treated as ‘Available’ by the system. This means you will be able to … Continue reading

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Best Pricing (1)

Using Best Pricing in EZRentOut

When multiple rates are applicable to a rental item (such as daily or weekly charges), Best Pricing allows companies to charge the more economical rate between all the options. For this example, our chosen rental is priced as follows: Daily … Continue reading

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Data Backup (1)

How do I backup my EZRentOut data to my OneDrive account?

You can automate periodic backups of your data using EZRentOut’s OneDrive Integration. This allows you to seamlessly back up copies of your data to a OneDrive account of your choice. You can also export default and custom reports to OneDrive to … Continue reading

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Asset Stock (2)

How can I move or transfer stock in bulk from one location to another?

Instances like recording bulk item data against the wrong location, or when relocating a warehouse from one place to another – there’s a need to transfer stock quantity in bulk from one location to another. This can create a complex … Continue reading

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How can I set a default reorder quantity for each asset stock and inventory item?

Companies have different ways to reorder quantity for different items. Some like to order a quantity that will bring the item to its required threshold. Others practice a fixed formula or even define a fixed value for each item. No … Continue reading

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Procurement/Vendor (1)

How can I set a default reorder quantity for each asset stock and inventory item?

Companies have different ways to reorder quantity for different items. Some like to order a quantity that will bring the item to its required threshold. Others practice a fixed formula or even define a fixed value for each item. No … Continue reading

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Xero (1)

Why am I unable to sync my Orders with Xero?

If you’re unable to sync Orders with Xero, you might see one of the following errors: Payments can only be made against authorized documents. Payment amount exceeds the amount outstanding on this document. Payments within a batch cannot be deleted. … Continue reading

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