Head to the opportunity detail view to start booking out your kit. You can use a barcode scanner or tick boxes in the web interface.

Use the Allocate, Prepare, Book out, and Check-in tabs at the top of the detail view to allocate, prep, book out, and check-in using a barcode scanner.

Make sure that your cursor is in the asset field and start scanning. The system will allocate, prep, book out, or check-in the serialized asset or barcoded bulk stock product that you scan.

If you don't have a barcode scanner, you can type into the allocate, prepare, book out, and check-in fields. The system will suggest asset and barcode numbers as you type. You may find it easier to use auto-allocate, described below.

The system will make a noise to let you know that an allocation has been accepted, and you’ll see a green message letting you know the allocation is successful. Lines turn yellow when you’ve updated them.

If you’re working with bulk or non-stock items, specifying a quantity on the allocate tab will allocate the quantity of the barcode scanned.

Want to add an asset that's not on the list? Toggle Free Scan to YES. See: Use a free scan to add extra items to an order from the detail view

Sometimes you might like to allocate and mark as prepped with one scan. To do this, toggle the Mark as prepared toggle to YES and scan your assets as normal. Items scanned will be marked as prepared.

A barcode scanner can speed up warehouse operations, but you don’t need one to use OnRent Events. Use the tick boxes next to items and the Action menu in the Functions tab to auto-allocate, prepare, and book out your assets.

When you use the allocate tab with a barcode scanner, you tell the system which assets you’ve picked, and those are allocated to the opportunity. Auto-allocate reverses this process: the system will automatically allocate the first available asset for you so you can pick those.

You can have the detail view open on an iPad or tablet and mark each item as prepped as you grab them, or you can print the Picking List document available under the Print heading.

To auto-allocate, tick the boxes of the items you’d like to auto-allocate and choose Auto-allocate from the Action menu on the Functions tab.

To prepare and book out, the process is very similar. Tick the boxes of the items you’d like to prepare or book out and choose the option from the Action menu.

A container is a simple text field for grouping assets in the detail view – great for things like cases or boxes.

You can enter a container on the Allocate, Prepare, and Book out tabs. Each asset you scan will be allocated, prepped, or booked out in that container.

If you’re not using a barcode scanner, tick boxes and choose Set container in the Action menu on the Functions tab.

The container packing sheet lists all of your assets grouped by container, along with a total weight for each. View and download this document under the Print heading on the right-hand side.

Sub-rentals are products that are being supplied to you by a third party. If you’ve specified that an item is a sub-rental, use the Set sub-rent supplier option in the Action menu to specify a supplier.

Automatically convert ticked items to sub-rent stock using the “Convert to sub-rent stock” toggle. See: Sub-rent products

OnRent Events can make an “accepted” noise and a “rejected” noise when you use a barcode scanner on the Allocate, Prepare, and Book out tabs. Turn this on or off using the speaker button in the Functions tab.

Multiple users can work on the detail view of the same opportunity or project at the same time. 

To see other users' scanning operations in real time on your screen, click the eye button on the Functions tab. Other users' scan operations are highlighted in lilac.

To add or modify allocations, edit an opportunity item and check the stock allocations section. This is an advanced way to set your allocations, especially handy for cases when you will need to have a mix of sub-rent products and assets from your own stock.