Get Started with EZRentOut

Congratulations on joining EZRentOut!
EZRentOut is a web-based tool that will enable you to significantly reduce the workload of managing rentals, tracking equipment, and keeping your customers happy. You can also use our mobile apps (Android, iPhone/iPad) to scan labels to take actions.

Identifying Your Items
Identify what type of items you will track. There are 3 different types of items available:

Assets, Asset Stock, Inventory
“- Rented out for a certain duration e.g. a wedding limo being rented out by James for 6 hours.”,”- Asset Stocks are similar to Assets and are also rented out for a certain duration.”,”- Inventory includes items that can be consumed/sold e.g. 10 bridesmaid bouquets or wedding cake sold to Sarah. “
“- Assets are tracked individually e.g Limo #1, Limo #2 and so on. Each Asset would be added as an individual entry so you know exactly where each of them is.”,”- Stock Assets are not tracked individually e.g. 100 foldable wedding chairs or 35 table sheets where individual tracking is unnecessary; you just want to keep track of how many are available and how many are rented out.”,”- You maintain a stock quantity e.g. 800 water bottles in the warehouse, 100 in the store.”
“- You rent out an asset to a customer e.g. Limo #1 rented/checked out to James.”,”- You rent out a particular quantity of an Asset Stock to a customer e.g. 100 wedding chairs rented out to an Event management company.”,”- You add inventory stock when you get the supplies and remove stock when you sell/consume them.”
“- No quantity is associated to assets since each asset is tracked individually.”,”- You maintain a stock quantity.”,” “
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Note: Asset Stock and Inventory modules can be enabled/disabled from Settings ->Add Ons

Custom Fields: If the predefined set of fields for assets/inventory are not sufficient for you, you can add custom fields from Items -> Custom Attributes. Learn More.

Customers: Customers are individuals who rent out Assets or Asset Stocks, or consume/buy stock from inventory. Useful filters can be applied to get insights into a particular category of customers. You can also send emails and newsletters to the customers.

Orders: All rental and sales transactions are recorded as Orders. Say Evan wants to rent out a Limo, and wants to buy a crate of red wine, you will draft an order from Orders -> Add Order, and add both these items to it. You can then track its booking, rent out and return activities. You can also generate invoices for all orders.

Users: Users work with orders. Add Admins (having full access) or Staff Users (having limited access) from More -> Users -> Add new member. Access levels and Visibility can also be defined from your name at top right -> Company Settings -> Settings. You can run reports on how well every staff user is performing and can also assign orders to them.

Get Cozy – Add a few items: Add a few records to your account to get started. You can also add groups, documents, locations and vendors.

Migrate to EZRentOut from existing Excel files: If you have data in Excel, you can import it directly to EZRentOut. You can import:
– Assets, Asset Stock and Inventory
– Create Locations, Groups or Vendors while importing items
– Custom Attributes
– Customers
Learn more.

Make QR Code or Barcode Labels: Use the Label Designer to design and print professional looking labels. Learn more.

Explore Settings and Add Ons: There are dozens of features for you to try out. To enable the advance features, go to Settings -> Add Ons. There are a number of other Settings to tailor EZRentOut in many different ways. For example; if Location Tracking is important to you, have the location asked on rent out/check out from Settings -> Locations. You may also want to configure your Time Zone from Settings -> Company Settings -> Company Profile. Here are details on some productivity boosters and integrations that you may want to try out.