Rentopian Rental Software News Center

Hi there,

Assigning serialized items on an order is now smoother and clearer.

What's New:

• The department filter in the Individual Items window now correctly shows every matching item, even in groups that are scrolled out of view.

• Error messages from that window are now shown as clear, readable notifications.

• The Individual Items button is shown only on orders where items can still be assigned; it is hidden on cancelled, deleted and returned orders.

• Better spacing around the order item toolbar buttons.

How to Use It:

• Open an order that contains serialized products.

• Click Individual Items above the order items table.

• Use the department filter to narrow the list, then assign the units you need.

Benefits:

• Find the right serial numbers faster.

• No confusing options on orders that are already closed.

• Clearer feedback when something needs your attention.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Multi-location businesses can now use the same SKU or barcode for the same item in different locations, matching how many rental companies label their stock.

What's New:

• SKU and barcode uniqueness is now checked within each location instead of across the whole company.

• Two locations can carry the same SKU or barcode for their own copy of a product.

• Duplicates inside one location are still blocked, with the error shown right on the field that needs fixing (including on each variant).

• The product import follows the same rule, so a spreadsheet can repeat a barcode for different locations.

How to Use It:

• Go to Inventory → Products and add or edit a product.

• Enter the SKU and barcode for each location as usual.

• If you see a "has already been taken" message, that code is already used by another item in the same location.

Benefits:

• Keep one labeling system across all branches.

• Easier imports when copying inventory between locations.

• Scanning still finds exactly the right item in each location.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Refunding a payment is now protected against accidental double refunds, so your books and your customer's card statement always match.

What's New:

• The Refund button locks as soon as you submit, so a double click or a slow connection can no longer send the same refund twice.

• Two people refunding the same payment at the same moment are handled safely: only one refund goes through.

• Each refund amount is checked against what is still applied to each invoice. If an amount is too high or not a valid number, the refund is stopped and a clear message explains why.

How It Works:

• Open a payment from Accounting → Payments and start a refund as usual.

• Enter the refund amount for each invoice and submit once. The button disables itself while the refund is processed.

• If you see the message about the refund amount, reload the page to see the current amounts and try again.

Benefits:

• No more duplicate refunds to undo with your payment gateway.

• Invoice balances stay accurate.

• Peace of mind when several team members work on accounting.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Your dispatching export can now include the on-site contact's name and phone number, and can hide client details, so drivers get exactly the information they need.

What's New:

• A new setting to show the on-site contact (name and phone) in the dispatching export.

• A new setting to hide the client name and phone from the export.

• A new On-Site Contact Phone column on the Dispatching page, shown next to the on-site contact.

• Shared contacts used as on-site contacts now appear correctly.

How to Use It:

• Go to Drivers → Dispatching and open the dispatching settings.

• Check Show On-Site Contact (Name and Phone) and/or Hide Client Name and Phone, then save.

• Export your dispatching list as usual; the file follows your settings.

Benefits:

• Drivers can call the person actually waiting at the venue.

• Keep client contact details private when sharing route sheets.

• Fewer calls back to the office on delivery day.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The Orders Calendar now shows the client right next to the order number, giving the timeline more room and making each row easier to read.

What's New:

• The separate Client column has been merged into the Number / Status column.

• Each row shows the order number followed by the client name, both clickable.

• Order and client links open in a new tab, so you never lose your place on the calendar.

• Deleted clients are still clearly labeled.

How to Use It:

• Go to Orders → Calendar.

• Read the order number and client together in the first column.

• Click either one to open it in a new browser tab.

Benefits:

• More space for the product and date information that matters.

• Faster scanning of busy days.

• Easier jumping between the calendar and order details.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The Transaction Export report now includes order dates and lets you filter by product and category, so you can pull exactly the transactions you need.

What's New:

• New Start Date, End Date and Event Date columns, on screen and in the exported file.

• A Product filter to show only transactions that include specific products.

• A Category filter to show only transactions with products from selected categories.

How to Use It:

• Go to Reports and open Transaction Export.

• Open the filters and pick one or more products and/or categories.

• Run the report, then export it to get the new date columns in your file.

Benefits:

• See when each order happens without opening it.

• Analyze sales of a specific product line in a few clicks.

• Cleaner data for accounting and planning.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The Tasks list now shows when each related order starts, so your team can prioritize work by the event it supports.

What's New:

• A new Order Start Date column on the Tasks list.

• Tasks linked to an order show that order's start date and time.

• Tasks without an order show a dash, so it is easy to tell them apart.

How to Use It:

• Open Tasks from the main menu.

• Find the Order Start Date column next to the other task details.

• Use it to spot which tasks belong to orders going out soonest.

Benefits:

• Plan prep work around real event dates.

• Fewer last-minute surprises before a big delivery.

• Less clicking into each order to check its timing.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Referral sources can now be assigned to specific locations, so each branch tracks only the marketing channels that apply to it.

What's New:

• Each referral source can belong to all locations or to selected locations.

• A location picker in the Add and Edit referral source window.

• A location filter at the top of the Referral Sources list.

How to Use It:

• Go to Settings → Referral Sources.

• Click Add Referral Source, or edit an existing one.

• In the location field, keep All Locations or pick the locations where this source applies, then save.

• Use the location selector above the list to see the sources of one or more locations.

Benefits:

• Location-specific channels (local ads, venue partners, regional shows) stay where they belong.

• Cleaner, shorter lists for your team.

• More meaningful referral reporting per branch.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

If your business runs more than one location, you can now see and filter clients and contacts by location, making it much easier for each branch to focus on its own customers.

What's New:

• A new Location column on the Clients list and the All Contacts list.

• A Location filter on both lists, in the Filters panel.

• The column appears automatically when your company has more than one location; single-location accounts keep the same simple list as before.

How to Use It:

• Go to CRM → Clients, or CRM → All Contacts.

• Look at the Location column to see where each record belongs.

• Click Filters, choose one or more locations, and apply to narrow the list.

Benefits:

• Branch managers see only the customers that matter to them.

• Faster lookups in large client databases.

• Cleaner exports and follow-ups per location.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Attachments on purchase orders and subrentals now follow each team member's role permissions, so you decide who can see, add or delete those files.

What's New:

• The attachments section on a purchase order or subrental only shows for roles allowed to view attachments.

• The add attachment option only shows for roles allowed to add them.

• The delete button on each file only shows for roles allowed to delete them.

How to Use It:

• Open a role's permissions in your settings.

• Under purchase orders and subrentals, choose whether the role can view, add or delete attachments.

• Team members see only the attachment actions their role allows.

Benefits:

• Vendor paperwork stays with the people who need it.

• No accidental file deletions by staff who shouldn't remove them.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].