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Managing Accessories

Accessories allow you to specify additional products that are rented or sold with a product. They're automatically added to an opportunity.

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Accessories in OnRent Events enable you to associate additional products with a primary item, ensuring they are rented or sold together. These accessories are automatically included when the main product is added to an opportunity.

Viewing Accessories

In the opportunity view, products that have associated accessories display a plus icon next to their name. Clicking this icon expands the list to show all linked accessories, which can be nested up to four levels deep.

Editing Accessories

To modify an accessory, click on its quantity, rental days, price, or discount in the opportunity's item list. The quantity and pricing of accessories are determined by their configuration in the product settings. Adjusting the quantity of the main product will automatically update the quantities of its associated accessories accordingly.

Deleting Accessories

To remove an accessory, click the blue arrow next to the product and select "Delete" from the menu. Note that mandatory accessories cannot be deleted from an opportunity.

Pricing and Document Layouts

Each accessory has its own line item in the opportunity's item list, and its cost is not included in the main product's total. This behaviour is reflected in most document layouts, but can be adjusted using Liquid syntax if needed. For assistance with customising document layouts, contact the Support team.

Adding Ad-Hoc Accessories

For specific opportunities, you can add accessories that are not pre-configured in the product settings. To do this, click the blue arrow next to the main product and choose "Show picker" or "Add item." This allows you to add products or services as accessories on a case-by-case basis.

Accessory Visibility on Documents

The visibility of accessories on customer-facing documents depends on their assigned mode:

  • Accessory: Displays on most customer-facing documents.

  • Safety item: Displays with the label "(safety item)"—ideal for personal protective equipment.

  • Component: Hidden on customer-facing documents but visible on internal documents like picking lists.

Note that accessories set as "components" will appear on customer documents if they have an associated charge.

Some of our customer-facing documents, e.g. Quotation Layout 1, Quotation Layout 4, and others, hide all accessories – great for package quotations or things like marquees.

Warehouse operations

Accessories are managed in the same way as products in the opportunity detail view. See: What is the detail view?

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