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 – firstname.lastname@example.org
- 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:
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 workflow. For this, EZRentOut enables you to transfer asset stock and inventory items in bulk from one location to another using the excel import functionality.
- To do this, go to Asset Stock Listings Page → Click ‘Import from Excel Sheet’ button on the right → Select ‘Transfer Existing Asset Stock’. This will take you to the upload import file page.
- After uploading the file, you’ll need to map the following columns:
These columns should be present in your import file:
- Asset Stock#
Any of the above two can be present for bulk import.
- Stock From (Location name)
- Stock To (Location name)
- Stock From (Location#)
- Stock To (Location#)
In Stock From and Stock To columns, both or either of the two can be present i.e. Location name or Location#
- Price / unit*
- Total Price*
- Comments (Optional)
*If you have both Price/Unit and Total Price defined and present, precedence will be given to Price/Unit.
- Hit ‘Preview’ when done.
- Hit ‘Transfer’ if the preview is good to go.
- Please ensure that there is enough quantity present in ‘Stock From’ location column when moving quantities from one location to another. An error will pop up if the import for a specific stock quantity isn’t successful.
- If a ‘Stock To’ location name or location# isn’t defined in the import file, and you have enabled ‘if not present, create location’ option, the transfer will not be successful for this item. Name such a location as ‘no location’ in your import file for successful data import.
Things you need to know!
- If a location (only Stock To location) isn’t present in your account, you can choose to create it when mapping the columns (as shown in the ‘Map Columns’ image above)
- While importing bulk transfer stock data, you can map only one of the two i.e. either location# or the location name in Stock From and Stock To columns. If Location name is mapped, location# will be disabled and vice versa.
As explained above, you can follow the same steps to transfer inventory stock in bulk from one location to another.
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 Settings > Advanced Settings > Pick Up and Shipping Location.
Pickup Location: This is the location from where order items can be collected by customers. You can make this field visible by checking the relevant box in Settings > Advanced Settings > Pick Up and Shipping Location.
Order Location: This is used to change the location for all items in an order upon rent out.
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 Under and Location Path? Let’s take these two as examples (NY/Bronx/EastAndersonDrive and NY/NewYork/FosterAve) and break down the difference for you.
In the Nest Location Under, you can define a location as the Parent Path. So as per the above examples, you can map NY/Bronx or NY/NewYork as your parent paths. Later, you can Nest Locations Under these paths.
While for the Location Path, you can map trails or streets that lead to a certain parent location. This completes the path including the location name.
From the examples mentioned above, EastAndersonDrive or FosterAve can be your Location Paths. You can map these as EastAndersonDrive or FosterAve which can then be nested under parent locations i.e NY/Bronx and NY/NewYork, making them complete paths: NY/Bronx/EastAndersonDrive and NY/NewYork/FosterAve.
In other cases, you can also import or export locations without mapping these two columns.
Read more: Importing Locations in EZRentOut
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 Location) or have them shipped to their address. Similarly, enable Customers to return items by dropping them off at your store or by having you pick them up from their address.
If all four checkboxes are enabled, Customers will be able to choose between having items delivered to their doorstep and picking them up. They will also be able to specify how they’d like to return the Order, either by having the company pick it up or by Customers themselves dropping it off to the store location. You will be able to record these preferences when you’re drafting or editing an Order in EZRentOut.
For receiving items, customers can easily toggle between whether they want the Order to be delivered or not. If they choose ‘Yes’, then they can add a shipping address. However, if they choose ‘No’, they’ll have to add a pick up location instead. Similarly, when returning items, if customers select ‘Yes’ for pick up, they specify the pick up address. If not, they have to add the drop off location.
Note: Order states that allow you to edit the above preferences include Drafted, Booked, Booked Web Order, and Rented Out.
2. For EZRentOut Webstore
You can also enable these options for the Webstore from Settings –> Store Settings –> Receiving and Returning Items of an Order.
Once enabled, Customers will be able to specify how they’d like to receive and return items when placing Web Orders depending on your Settings.
If you don’t make providing drop-off or pick-up locations mandatory, Customers can also choose to leave these preferences blank when placing Web Orders. Making it mandatory, however, will mean that Customers will have to specify these locations in order to place their Orders. You can do this under Pick up/Drop off Locations in Store Settings.
You can also specify Locations for in-store pick-up or drop-off. Simply move the desired locations from the Available Locations column to the Selected Locations column and save the changes.
Customers will be able to choose from these selected locations as per their convenience. Alternatively, they can provide a shipping address/delivery location so you can ship items to them or retrieve them after the duration of the rental is over. Here are the preferences in the Webstore.
- Customer opts for Delivery Location to provide their address.
- Customer opts for Pick Up Location and selects one of the Selected Locations to pick the items from.
- Customer opts for Pick Up Address to provide their address so the company can retrieve the items.
- Customer opts for Drop Off Location and selects a location from Selected Locations to drop the items in-store.
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: The ‘Print Label’ button on the right of this page only generates labels for this location. This will play out only if you have a template set up for Locations in More → Printout templates.
To print labels for Items e.g. only Assets, follow the below-mentioned steps:
- Select the Assets in the Assets tab.
- Click on the Actions dropdown button → Choose ‘Print Label’.
- You can access these labels from the Notifications bell → Print Queue. See ‘Recently Printed Jobs’ on the right of this page.
You can also receive these print labels via email. This will work if you have enabled the ‘Email Print Labels’ alert in More → Alerts → Locations.
You can also print labels for Asset Stock and Inventory belonging to a Location – from its details page.
Learn more about Print Labels.
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 of one total quantity per item. Users can enable this view on the Inventory and Asset Stock listing pages.
On turning on the Location Stock view, quantities in respective locations will populate. Below is an example of what you would see:
Note: This view also displays stock quantities of items with different default locations.
On turning off the Location Stock view, you will only see Items for locations set as default.
Current Checkout View on Asset Stock
This view shows you all the checked out Asset Stock. You can see details for each checked out stock quantity in this view.
Learn more about changing views on items’ listing pages.