Rentopian Rental Software News Center

Hi there,

If you hide set details on your printed quotes and orders, you can now still show the individual items inside that set that carry their own price.

What's New:

• A new set option, Print items that are charged with separate price, appears when Do not show set details on quotes/orders prints is enabled

• Separately-priced items inside an otherwise-hidden set will now appear on the printed quote or order

How to Use It:

• Go to Inventory → Sets and open or create a set

• Check Do not show set details on quotes/orders prints, then enable Print items that are charged with separate price

• Save — the printed quote/order now lists those priced items

Benefits:

• Keep set contents tidy on prints while still itemizing what the client is paying for

• Clearer, more transparent quotes and orders for your customers

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

Hi there,

Cloning a quote or order is now cleaner: stale dates no longer carry over, services clone correctly, and every clone is linked back to the order it came from.

What's New:

• When you clone, the Deposit Due Date and Quote Expiration Date now start fresh instead of inheriting the original order's old dates

• Cloned services are created as new records, fixing a bug where they could conflict with the original

• The new order's activity log records that it was cloned, with a clickable link back to the parent quote or order

How to Use It:

• Use the Clone action on any quote or order as you normally would

• Review the deposit due and expiration dates on the new order and set them fresh

Benefits:

• No more back-dated deposit or expiration dates on cloned orders

• Clear traceability from a clone back to its source

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

Hi there,

Files attached to CRM emails are now automatically copied to the linked order's file storage — keeping all relevant documents in one place without any extra steps.

What's New:

- When sending a CRM email with file attachments, those files are automatically saved to the linked order in Rentopian

- Image thumbnails are generated automatically for easy preview

- No manual file uploading required — it happens in the background when the email is sent

How It Works:

- Send a CRM email as usual and attach any files you want to include

- The files are sent to the client and simultaneously saved to the order's Attachments tab

- Your team can access them from the order at any time

Benefits:

- All client-facing documents live on the order — no hunting through email threads

- Better documentation trail for each order's communication history

- Saves time by eliminating duplicate file uploads

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

Hi there,

We've made a BIG update to the way changes to transactions are tracked in Rentopian!

Now, when looking at the Activity History of an order, in addition to seeing a printed version of the order at the time of the update you can also see a clear breakdown of the exact changes and have the option to Restore Version of any previous version of a transaction.

To see the breakdown of specific changes, you can click on the Show Changes button:

That opens up a list that show the details of what was changed in the update of the order:

When viewing previous versions of the transaction, you have the option to Restore Version for any previous versions of the transaction:

When you restore a previous version, the Activity History will clearly reflect that the order was restored to a previous state by listing Restored from earlier version and listing the edit version it was restored from:

If you have any questions about this update, please reach out to our team through [email protected] or through your chat function.

Hi there,

Some items in your inventory don't have a finite stock — and now you can tell the system that. Items marked as Unlimited Quantity are excluded from availability calculations, so they'll never block an order from being placed.

What's New:

- A new Unlimited Quantity checkbox is available on inventory items

- Items with this enabled are excluded from availability calculations

- They won't show as unavailable or conflict with other orders, regardless of how many times they're booked

How to Use It:

- Go to Inventory and open the item you want to update

- Check the Unlimited Quantity option and save

- The item will no longer be factored into availability checks going forward

Benefits:

- Perfect for consumables, services, or items you always have in stock

- Eliminates false availability conflicts for items that don't need tracking

- Simplifies inventory management for items where quantity isn't a constraint

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

Hi there,

Temporary products — items added to orders without a matching inventory record — now display their name correctly on picking lists, packing slips, and order documents when variant name only is selected for display.

What's New:

- Temporary products now show their product name on all order documents instead of appearing blank or unnamed

- Variant name fallback logic has been improved so no fields appear empty on printed documents

Benefits:

- Cleaner, more complete picking and packing documents for your warehouse team

- No more blank product names causing confusion during order fulfillment

- Consistent document quality even when using temporary or placeholder products

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

Hi there,

You can now import category and subcategory assignments for your products using a dedicated Product Update import mode — making large-scale catalog organization much faster.

What's New:

- A new Product Update import mode supports category and subcategory assignments

- Includes a dedicated mapping UI for category fields during import

- Validates category data before processing to catch errors early

How to Use It:

- Go to Data Import and select the Product Update import type

- Map your category and subcategory columns using the import mapping interface

- Run the import — products will be updated with their new category assignments

Benefits:

- Organize large product catalogs without manually updating each product one by one

- Consistent category structure across your entire inventory

- Faster catalog setup for new accounts or after major reorganizations

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

Hi there,

Admins now have greater visibility into user account activity. Login history and two-factor authentication status are now accessible directly on each user's profile page.

What's New:

- A Login History section on the user profile shows IP address and date/time of each login

- 2FA status is displayed, including whether a 2FA attempt was started, pending, or completed

- Accessible to admins from the Users management area

How to Use It:

- Go to Settings > Users and open a user's profile

- Scroll to the Login History section to view recent activity and 2FA status

Benefits:

- Quickly identify suspicious login activity or unauthorized access attempts

- Verify whether team members have completed 2FA setup

- Better account security oversight without needing external tools

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

Hi there,

You can now require clients to sign their contract before they're allowed to access the payment page or complete a payment request. This ensures you always have a signed agreement on file before any money changes hands.

What's New:

- Orders can now be configured to require a contract signature before payment

- Clients who haven't signed will be redirected to the contract signing page when they attempt to pay

- Once signed, they can proceed to payment as normal

How to Use It:

- To enable go to Settings -->Financial/Payment --> Payment Page and check the Require Contract Signature Before Payment box

- When enabled, the payment page and payment request links check for a signed contract before granting access

- No changes needed for clients — they'll be guided through signing automatically if they haven't done so

Benefits:

- Ensures legal protection before any payment is collected

- Eliminates the risk of receiving payment from clients who haven't reviewed and signed the agreement

- Fully automated — no manual checking required

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

Hi there,

You can now filter the Global Packing Report by whether setup is required on an order — and reference setup status directly in your email templates with a new shortcode.

What's New:

- A Setup Required filter has been added to the Global Packing Report

- A new email template shortcode lets you reference whether setup is required on an order

How to Use It:

- In the Global Packing Report, use the Setup Required filter to show only orders that need setup, or exclude them

- In Email Templates, use the new shortcode to dynamically include setup information in client-facing emails

Benefits:

- Quickly isolate setup jobs in your packing workflow

- Communicate setup requirements to clients automatically through email templates

- Better coordination between your logistics and setup teams

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