At EZRentOut, we are committed to provide an unmatched support experience. You may use any of the following possible means of communication with us:
- Email – support@ezrentout.com
- Blog – https://blog.ezrentout.com – great place to start off and read about our existing and upcoming features.
- Contribute your ideas – http://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 (16)
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
What to be careful of when importing items from an Excel Sheet?
Determine which columns in your excel sheet map to which fields in EZRentOut. Here’s a comprehensive data dictionary that explains the data fields in EZRentOut. If there are certain fields that you need that aren’t present in EZRentOut, create custom fields … Continue reading
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
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
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
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
Can I cancel my subscription at any time / How do I cancel my subscription?
Cancellations can happen at 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, you can see the “Permanently Close Account” heading. Click … Continue reading
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
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
What types of alerts 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
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
How do I clean up my account on EZRentOut?
Account Cleanup will remove all data, except Printout Templates, Custom Fields, Settings, Add-Ons, Store Settings. This can take 30 mins to a few hours to complete, depending on how much data you have to clean up. You can clean up … Continue reading
How to enable Two-Factor Authentication for your EZRentOut account?
Two-Factor Authentication is an added layer of security to your EZRentOut account that restricts third-party access. This protects your valuable account information by preventing your account from unauthorized log-ins. Here’s how you can enable Two-Factor Authentication: Go to Company Settings→ … Continue reading
Asset (10)
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
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
How can I set alerts for warranty renewals whenever an item requires one?
You can set up 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 … Continue reading
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 top of the page. Once enabled, here are the steps to add an asset via scanning on PC/Mac: Step 1: Go to the Item … Continue reading
Can I filter out my search results on items listing pages?
You can apply filters on your search results for items. For this, go to Navigation menu → Items → Asset/Asset stock/Inventory → Apply Filter→ Search Let’s say you want to search for Sculptures located at Saronix Nymph Products. You … Continue reading
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 (More → Printout Templates → Edit an existing one or create new), include all necessary information from the design elements given with the canvas. Don’t … Continue reading
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 by default and can … Continue reading
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
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
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
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
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
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
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
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
Customization (6)
Can I change the default currency in EZRentOut?
To change the default currency label from USD to another e.g. GBP, go to Company Settings → Company Profile → Miscellaneous → Enter your preferred currency label. Please note change to preferred currency label will not impact previous Order payments … Continue reading
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
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 Company Settings → Custom label. This enables businesses to rename the action button label that best describes it for their staff members. You can … Continue reading
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 → Printout Templates → Orders → Click ‘New Printout Template’. Choose ‘Invoice’ as your Order printout type, and hit … Continue reading
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
Custom Fields (7)
How many Custom fields can I add to my subscription plan?
There are limits on Custom fields for Items. The maximum custom fields allowed for Items vary according to your pricing package: Essential Pricing Plan: A maximum of 10 Growth Pricing Plan: A maximum of 20 Premium … Continue reading
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 on the relevant ‘Assets’ to view Assets with custom attribute ‘Intel … Continue reading
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
How do I add a custom field to an order?
EZRentOut comes with a 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 a … Continue reading
How can I set alerts for warranty renewals whenever an item requires one?
You can set up 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 … Continue reading
What to be careful of when importing items from an Excel Sheet?
Determine which columns in your excel sheet map to which fields in EZRentOut. Here’s a comprehensive data dictionary that explains the data fields in EZRentOut. If there are certain fields that you need that aren’t present in EZRentOut, create custom fields … Continue reading
Importing Data (11)
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
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
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
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
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
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
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
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
What to be careful of when importing items from an Excel Sheet?
Determine which columns in your excel sheet map to which fields in EZRentOut. Here’s a comprehensive data dictionary that explains the data fields in EZRentOut. If there are certain fields that you need that aren’t present in EZRentOut, create custom fields … Continue reading
How do I import document copies for multiple Items without OneDrive or Dropbox?
Often times, most organizations do not allow for third party cloud integrations with applications like OneDrive or Dropbox due to certain security protocols. This may make uploading documents in bulk a tedious task. You can’t go around uploading the same … Continue reading
Inventory (9)
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
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
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
How can I view the stock quantity of a particular location?
You can view the stock quantity of a particular location by turning on the Location Stock view. This is applicable for both Inventory and Asset Stock items. In this view, you can see the stock quantities by locations – instead … Continue reading
How do I customize the Low Stock Alert page?
You can now customize the Low Stock Alert page as per your requirements. For example, users can track which vendor is responsible for restocking particular items. To customize the page, access it from the bell icon in the top-right corner and click … Continue reading
Can I filter out my search results on items listing pages?
You can apply filters on your search results for items. For this, go to Navigation menu → Items → Asset/Asset stock/Inventory → Apply Filter→ Search Let’s say you want to search for Sculptures located at Saronix Nymph Products. You … Continue reading
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
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
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.
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
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
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
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
What to be careful of when importing items from an Excel Sheet?
Determine which columns in your excel sheet map to which fields in EZRentOut. Here’s a comprehensive data dictionary that explains the data fields in EZRentOut. If there are certain fields that you need that aren’t present in EZRentOut, create custom fields … Continue reading
How can I charge payment for multiple Orders in one go?
You can charge a payment for multiple Orders to the same or different Customers in one go. To do this, do the following: Go to the Order Listings page and multi-select Orders you need to charge a payment for. Click … Continue reading
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
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
Webstore (8)
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
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
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
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 auto-booking is disabled. Businesses can also cancel Web … Continue reading
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
How to hide blank fields on the Webstore in EZRentOut?
There may be cases where you don’t assign a location to an item or any other information such as Purchase Date and so on. In such cases, the items are displayed on the Webstore with blank fields, as shown below: … Continue reading
How can I install Facebook Pixel or custom tags related to Google Ads and Google Analytics on my Webstore?
You can install all kinds of custom tags and pixels to your Webstore via our Google Tag Manager integration. This solves the problem of deploying marketing tags without modifying the code on your Webstore. The Tag Manager greatly simplifies things … Continue reading
Pricing And Packages (8)
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
Are there any discounts for educational and non-profit organizations?
Yes, we sincerely believe in playing our part as responsible corporate citizens and contributing to local communities. We have an ongoing discount program for non-profit and educational institutions. We currently offer a 10% discount program for all US 501(c)(3) organizations, namely … Continue reading
Why do all the features inside add-on settings have updated pricing tags?
We updated our pricing structures and placed features under these plans to provide maximum value to our customers. As part of this change, all features under add-on settings have revised tags, e.g., Essential, Growth, Premium, and Enterprise. Both new and … Continue reading
How many default number of users can I add in my plan?
There are a certain number of users (admin & staff) included in each pricing plan without any additional charges. The details for this are as follows: Essential Pricing Plan: A maximum of 02 Growth Pricing Plan: … Continue reading
How many Custom fields can I add to my subscription plan?
There are limits on Custom fields for Items. The maximum custom fields allowed for Items vary according to your pricing package: Essential Pricing Plan: A maximum of 10 Growth Pricing Plan: A maximum of 20 Premium … Continue reading
Misc/General (12)
Can I change the default currency in EZRentOut?
To change the default currency label from USD to another e.g. GBP, go to Company Settings → Company Profile → Miscellaneous → Enter your preferred currency label. Please note change to preferred currency label will not impact previous Order payments … Continue reading
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 Company Settings → Custom label. This enables businesses to rename the action button label that best describes it for their staff members. You can … Continue reading
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
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). Left button: List … Continue reading
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
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
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
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 two types of ways/views you can display Assets: List View: Lists down all your items. You can … Continue reading
How do I limit Document access to Admins only in EZRentOut?
To restrict access, go to More → 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 … Continue reading
How can I view the stock quantity of a particular location?
You can view the stock quantity of a particular location by turning on the Location Stock view. This is applicable for both Inventory and Asset Stock items. In this view, you can see the stock quantities by locations – instead … Continue reading
How can I change a User’s email address in EZRentOut?
You can edit a User’s email address from the User Details page. To do this, go to More → Users and select the User in question. Then, click on the ‘Edit’ button. Here, you can make changes to the email address. Once … Continue reading
Payments (18)
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
Can I cancel my subscription at any time / How do I cancel my subscription?
Cancellations can happen at 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, you can see the “Permanently Close Account” heading. Click … Continue reading
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
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
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 auto-booking is disabled. Businesses can also cancel Web … Continue reading
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
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
How can I charge payment for multiple Orders in one go?
You can charge a payment for multiple Orders to the same or different Customers in one go. To do this, do the following: Go to the Order Listings page and multi-select Orders you need to charge a payment for. Click … Continue reading
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
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
How do I record how much cash I received and how much change was returned?
When entering cash payments, you can enter the cash amount the customer paid. The system will then automatically calculate how much change is due. To do so, open a particular Order and click on ‘Charge Payment’. A dialog box appears … Continue reading
I am not able to refund a payment made through Authorize.net
If you are unable to refund a payment and are getting an error, it may have occurred due to the following reasons. Your transaction is unsettled, an invalid type, wrong currency type, has an invalid transaction ID, or settled more … Continue reading
How to obtain a production access token on Square?
1. Go to the Square developer dashboard and sign in with your credentials. 2. Open the Applications dashboard and choose the designated application for EZRentOut. For example, we have selected EZR App as shown below: 3. You will be directed … Continue reading
Printing Labels (6)
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 by default and can … Continue reading
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
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
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
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
How do I print labels for Items associated with Locations?
You can print labels for Items associated with a Location from the Location details page. To do this, go to Items → Locations → Select a Location. Here, at the bottom, you’ll see Items’ tabs belonging to this Location. Note: … Continue reading
Orders (21)
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
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
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
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
How do I add a custom field to an order?
EZRentOut comes with a 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 a … Continue reading
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
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
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
How can I replace or swap Assets in my rental order?
If your customers ever need to get equipment replaced or swapped either because it’s faulty or needs maintenance, you can use the swap and replace feature in EZRentOut. To Swap Assets, enable swapping from Settings -> Add Ons -> Swap … Continue reading
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 → Printout Templates → Orders → Click ‘New Printout Template’. Choose ‘Invoice’ as your Order printout type, and hit … Continue reading
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
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 the draft state and then delete the original Order. To do this: 1. Go to … Continue reading
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 auto-booking is disabled. Businesses can also cancel Web … Continue reading
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
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
How can I add or return one or more items 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 Settings → Company Settings → Policy → Edit Rented Out Orders → Click ‘Enabled’. Hit ‘Update’ at the top … Continue reading
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
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
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
How do I upload Google Drive images to EZRentOut?
You can embed images directly within an Order Template by going to More → Printout Templates → Order tab and either creating a new template or editing an existing one. In the ‘Details after line items’ section, click on Free … Continue reading
Integrations (13)
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
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
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
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
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
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
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
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
How do I resolve a log-in error message that appears as “Could not authenticate you from SAML because Current time is earlier than NotBefore condition”?
The user may face the following error message while logging in: NotBefore is a time instant before which the subject cannot be confirmed. It specifies the earliest instant at which the assertion is … Continue reading
Customers (5)
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
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
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
How do I pull up a list of customers subscribed to emails?
You can pull up a list of Customers subscribed to Email Alerts by generating a report in EZRentOut. Head over to More → Reports → Customer Reports → All Customers. You can apply a host of different filters in this … Continue reading
How can I view the list of Businesses and Business Contacts created in EZRentOut?
The EZRentOut Customers listing page enables you to easily navigate between Businesses, Business Contacts, and Individual Customers. To view the list of all Businesses and Business contacts, click on Customers from the side navigation bar. This will open up the … Continue reading
Company Settings (6)
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 Company Settings → Custom label. This enables businesses to rename the action button label that best describes it for their staff members. You can … Continue reading
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
How can I add or return one or more items 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 Settings → Company Settings → Policy → Edit Rented Out Orders → Click ‘Enabled’. Hit ‘Update’ at the top … Continue reading
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
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
How to enable Two-Factor Authentication for your EZRentOut account?
Two-Factor Authentication is an added layer of security to your EZRentOut account that restricts third-party access. This protects your valuable account information by preventing your account from unauthorized log-ins. Here’s how you can enable Two-Factor Authentication: Go to Company Settings→ … Continue reading
Invoicing (6)
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
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 → Printout Templates → Orders → Click ‘New Printout Template’. Choose ‘Invoice’ as your Order printout type, and hit … Continue reading
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
How can I charge payment for multiple Orders in one go?
You can charge a payment for multiple Orders to the same or different Customers in one go. To do this, do the following: Go to the Order Listings page and multi-select Orders you need to charge a payment for. Click … Continue reading
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
How do I fix the “Duplicate Document Number Error” in EZRentOut?
If you are trying to sync an invoice from EZRentOut to QuickBooks Online, you might come across the following error: This error occurs because midway the sync, your connection is lost. As a result of this, the invoice is created … Continue reading
Authorize.net (3)
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
How can I charge payment for multiple Orders in one go?
You can charge a payment for multiple Orders to the same or different Customers in one go. To do this, do the following: Go to the Order Listings page and multi-select Orders you need to charge a payment for. Click … Continue reading
I am not able to refund a payment made through Authorize.net
If you are unable to refund a payment and are getting an error, it may have occurred due to the following reasons. Your transaction is unsettled, an invalid type, wrong currency type, has an invalid transaction ID, or settled more … Continue reading
Reports (2)
How do I pull up a list of customers subscribed to emails?
You can pull up a list of Customers subscribed to Email Alerts by generating a report in EZRentOut. Head over to More → Reports → Customer Reports → All Customers. You can apply a host of different filters in this … Continue reading
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
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
QuickBooks (16)
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
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
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
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
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
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
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
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
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
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
Some of my Orders aren’t syncing to QuickBooks Desktop because of an “Invalid Reference to Customer/Item in QuickBooks”. How to fix it?
When running the EZRentOut Sync application, some EZRentOut Orders might not sync to QuickBooks Desktop because of an “Invalid Reference” error. This happens because the associated EZRentOut Customers or items do not exist in QuickBooks. To resolve, Identify Orders that … Continue reading
How do I fix the “Duplicate Document Number Error” in EZRentOut?
If you are trying to sync an invoice from EZRentOut to QuickBooks Online, you might come across the following error: This error occurs because midway the sync, your connection is lost. As a result of this, the invoice is created … Continue reading
When I update an Order by adding untaxed items to it, it doesn’t sync to QuickBooks. How to fix?
The user adds a taxed item in an Order and syncs them with QuickBooks. Then, after successful sync, the user removes the taxed items and adds untaxed items to the Order and tries to sync them with QuickBooks. This results … Continue reading
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
Locations (6)
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
What do the different locations in EZRentOut mean?
EZRentOut has different locations to help you keep track of Customers, businesses, and Orders. Shipping Address: 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
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
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
How do I print labels for Items associated with Locations?
You can print labels for Items associated with a Location from the Location details page. To do this, go to Items → Locations → Select a Location. Here, at the bottom, you’ll see Items’ tabs belonging to this Location. Note: … Continue reading
How can I view the stock quantity of a particular location?
You can view the stock quantity of a particular location by turning on the Location Stock view. This is applicable for both Inventory and Asset Stock items. In this view, you can see the stock quantities by locations – instead … Continue reading
Bundles (2)
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
How can I edit or delete a Bundle?
You can edit a Bundle from its Details page. To do this, go to Bundles → Select a Bundle you want to edit → Click the ‘Edit’ button. Here, you can make changes to a Bundle. You can edit a … Continue reading
Rentals (1)
How can I track meter hours/rental duration for equipment that is being rented out?
Track the rental duration for items in EZRentOut, from the time they are rented out till the time of return. The Rental Meter Add On starts a timer once a piece of equipment is rented out and enables you to … Continue reading
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
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
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
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
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
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 payment has been made, a Refund option will show up next to it: This opens up an overlay … Continue reading
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
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 top of the page. Once enabled, here are the steps to add an asset via scanning on PC/Mac: Step 1: Go to the Item … Continue reading
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
Alerts (4)
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
How do I customize the Low Stock Alert page?
You can now customize the Low Stock Alert page as per your requirements. For example, users can track which vendor is responsible for restocking particular items. To customize the page, access it from the bell icon in the top-right corner and click … Continue reading
How do I pull up a list of customers subscribed to emails?
You can pull up a list of Customers subscribed to Email Alerts by generating a report in EZRentOut. Head over to More → Reports → Customer Reports → All Customers. You can apply a host of different filters in this … Continue reading
How do I automatically attach documents to be sent out with alerts in EZRentOut?
You can easily choose for documents to be attached automatically with any alerts and emails being sent regarding a particular Asset. To do so, go to Items → Asset/Asset Stock/Inventory → Files section → Attach File. This opens up the … Continue reading
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
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
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
Asset Stock (6)
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
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
How can I view the stock quantity of a particular location?
You can view the stock quantity of a particular location by turning on the Location Stock view. This is applicable for both Inventory and Asset Stock items. In this view, you can see the stock quantities by locations – instead … Continue reading
How do I customize the Low Stock Alert page?
You can now customize the Low Stock Alert page as per your requirements. For example, users can track which vendor is responsible for restocking particular items. To customize the page, access it from the bell icon in the top-right corner and click … Continue reading
Can I filter out my search results on items listing pages?
You can apply filters on your search results for items. For this, go to Navigation menu → Items → Asset/Asset stock/Inventory → Apply Filter→ Search Let’s say you want to search for Sculptures located at Saronix Nymph Products. You … Continue reading
Procurement/Vendor (2)
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
How can I delete a Purchase Order in EZRentOut?
You can delete a Purchase Order considering it is in a drafted or void state. To do this, go to More → Purchase Orders → Click a Purchase Order (Drafted/Void). From the Purchase Order details page, hit the ‘delete’ button. If it’s … Continue reading
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
Partial Returns (1)
How can I add or return one or more items 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 Settings → Company Settings → Policy → Edit Rented Out Orders → Click ‘Enabled’. Hit ‘Update’ at the top … Continue reading
Taxes (9)
How can I delete tax rates which I no longer want to use?
The tax rates that are not applied to any order can be deleted. To do this go to Settings → Company Settings → Tax Details and delete the specific tax. The tax rates applied to orders … Continue reading
What happens to my existing transactions when I update the tax rate ?
Tax rates for orders in the drafted, booked, and rented out stages will be updated. All orders that are completed, void, and cancelled will not be affected. Note: Changing the tax rate will affect all Active Orders and Tax Groups … Continue reading
How to mass update item level taxes for my items ?
You can mass update item level taxes by importing excel sheets into EZRentOut. All you need to do is create an excel worksheet listing item’s features in columns and map those columns into EZRentOut through the module identifier. You can … Continue reading
How to sync taxes from QuickBooks Online?
Before you start syncing, you will first have to create an applicable tax agency. To do this, go to your QuickBooks Online account and click Taxes → Set Up Sales Tax → Add Agency (as shown below). This is required … Continue reading
How can custom tax mapping be done from EZRentOut and QuickBooks Online(QBO)/ QuickBooks Desktop(QBD)/Xero?
Custom tax can be mapped on a custom tax in accounting software. Mapping can only be done in two ways: Note: It is important to keep the same tax names, components, and tax rates in both … Continue reading
How do I migrate from combined custom tax in EZR to a tax group in QuickBooks Online (QBO)/Xero?
In order to map a custom tax in EZRentOut to a tax group in QBO/Xero, you’ll first need to combine custom taxes into a tax group in EZRentOut. For these settings to enable, Go to Settings → Company Settings → … Continue reading
B2B (1)
How can I view the list of Businesses and Business Contacts created in EZRentOut?
The EZRentOut Customers listing page enables you to easily navigate between Businesses, Business Contacts, and Individual Customers. To view the list of all Businesses and Business contacts, click on Customers from the side navigation bar. This will open up the … Continue reading
Two-Step Authentication (1)
How to enable Two-Factor Authentication for your EZRentOut account?
Two-Factor Authentication is an added layer of security to your EZRentOut account that restricts third-party access. This protects your valuable account information by preventing your account from unauthorized log-ins. Here’s how you can enable Two-Factor Authentication: Go to Company Settings→ … Continue reading