Equipment Rental Solution Knowledge Base
2 – SETTING UP DATA
- 2.1. Importing from Excel Sheets
- 2.2. Importing Images and Documents from Excel sheets
- 2.3. Understanding Excel Import Fields via Data Dictionary
- 2.4. Setting up and using Custom Fields
- 2.5. Hiding some Fields that came with EZRentOut
- 2.6. Setting up and Using Groups in Items, Custom Fields, Filters, Alerts, Documents, Reports, Bundles, and Services
- 2.7. Setting up Personalized Rates for Customers
- 2.8. Setting up Discounts for Individual Items
- 2.9. Setting up Delivery and Pickup Fees
3 – RENTAL ORDERS
- 3.1. Working with Orders
- 3.2. Different Phases of an Order in EZRentOut
- 3.3. More Phases of an Order in EZRentOut
- 3.4. Partial Returns
- 3.5. Recording Past Transactions
- 3.6. Recurring/Repeating Orders
- 3.7. Verifying Rental Items in an Order
- 3.8. Orders that only have Sale Items
- 3.9. Creating Sales Orders for Assets and Asset Stock Items
- 3.10. Adding Custom Fields to an Order
- 3.11. Setting Rental Rules and Coupons for Orders
- 3.12. Managing Sub Rented Items In EZRentOut
- 3.13. Tier Pricing: Advanced Rental Pricing for Assets and Asset Stock
- 3.14. Select Specific Days to Charge Rent
- 3.15. Electronic Signatures on Rental Agreements, Quotes & Invoices
- 3.16. Customizing Email Templates for Rental Orders
- 3.17. Managing Order Emails in EZRentOut
- 3.18. Dashboard Calendar: Stay on top of all activities related to Orders
- 3.19. Understanding Rental Duration Calculations
- 3.20. Setting an Order Month Duration in EZRentOut
- 3.21. Default Invoice Line Items: Adding Security Deposits and Damage Waivers to Rental Orders
- 3.22. Using Fuzzy Lists for Seamless Order Management
- 3.23. Adding Overdue Items to an Order
- 3.24. Charging Late Fee for Overdue Items
- 3.25. Tracking Order Expenses
- 3.26. Item Recommendations for Orders
- 3.27. Charge Line Item Damages
- 3.28. Settle Security Deposits
- 3.29. Generate Consolidated Invoices
- 3.30. Upload documents to process the rental order.
- 3.31. Track Work Order Costs with EZRentOut
5 – USERS AND CUSTOMERS
- 5.1. Types of Users in EZRentOut
- 5.2. Managing Customers Directory
- 5.3. Looking up and Adding Customers
- 5.4. Disabling fields that you don’t require on the Customer Details Page
- 5.5. Communicating with Customers
- 5.6. Rental Rules for Different Customer Categories
- 5.7. Adding Shipping and Pickup Address to a Customer
- 5.8. Defining Customer Payment Terms in EZRentOut
- 5.9. LDAP Integration – Sync LDAP Customers Database with EZRentOut
- 5.10. Configuring SPF Records for EZRentOut
- 5.11. Email Templates for Customers in EZRentOut
- 5.12. Capture Customer Signature on Receipts, Rental Agreements, and Invoices
- 5.13. Types of Customer Alerts in EZRentOut
- 5.14. Track Asset Depreciation with EZRentOut
7 – PAYMENT INTEGRATIONS
- 7.1. Stripe Integration
- 7.2. Authorize.net Integration
- 7.3. Square Point of Sale
- 7.4. PayPal Integration Guide
- 7.5. PayPal Payflow Gateway Integration Guide
- 7.6. Braintree Payment Solution
- 7.7. Moneris Payment Solution
- 7.8. Automate Credit Card Payments For Recurring Invoices
- 7.9. Credit Card Payments through Stripe Terminal with EZRentOut
- 7.10. Integrate Plug’n Pay Payment Solution with EZRentOut
9 – REPORTS, PRINT LABELS AND INVOICE DESIGNER
- 9.1. Item Reports in EZRentOut
- 9.2. Generate Custom Reports in EZRentOut
- 9.3. Schedule Custom Reports in EZRentOut
- 9.4. Lost Business Reports in EZRentOut
- 9.5. Sales Margin Report in EZRentOut
- 9.6. Print Labels Knowledge Base
- 9.7. Designing QR Code and Barcode Labels
- 9.8. QR Codes versus Barcodes
- 9.9. Customizing Order Printouts – Quotes, Invoices, Rental Agreements, and More
- 9.10. Scanning Items and Invoices using EZRentOut Mobile App
- 9.11. EZRentOut’s Hardware Recommendations for Scanning and Printing
- 9.12. Graphs using custom reports in EZRentOut
10 – WEBSTORE
- 10.1. Setting up an Online Storefront for your Rental Business
- 10.2. EZRentOut Webstore Plugin: Guide to Integrate it with your Online Store
- 10.3. Integrating the EZRentOut Webstore into Your Main Website
- 10.4. Setting up Multi-Store Listings in EZRentOut
- 10.5. Setting up your own URL for Webstore
- 10.6. Bundles on Webstore
- 10.7. Customizing Email Templates for Web Orders
- 10.8. Visual Guide of a Webstore
- 10.9. Example/Demo Webstore
- 10.10. Troubleshooting Guide for the EZRentOut Webstore
- 10.11. Customer Portal for the EZRentOut Webstore
- 10.12. Integrating Google Analytics
- 10.13. Integrate with Magento 2
- 10.14. Add Facebook Messenger Chat to Your EZRentOut Webstore
12 – FINANCIAL SOFTWARE INTEGRATIONS
13 – AUTHENTICATION AND BACKUP
14 – ALERTS AND MORE
- 14.1. Types of Alerts for Members
- 14.2. Customize Email Alerts
- 14.3. Setting Up Integrated Email in EZRentOut
- 14.4. Send Email Alerts using your Company URL
- 14.5. Getting Started with the Availability Calendar
- 14.6. Show Availability of Overdue Items
- 14.7. Getting Started with the Dashboard Calendar
- 14.8. Getting Started with the Advanced Dashboard
- 14.9. Purchase Orders in EZRentOut
- 14.10. Work Orders in EZRentOut
- 14.11. Set Quantity Thresholds for Locations with EZRentOut
- 14.12. Set Date Alert Phases with EZRentOut
18 – SECURITY AND COMPLIANCE
This list is developing over time. If you’re unable to find what you’re looking for, drop us an email at support@ezo.io.
