We recommend checking out our quick start video to give you a high level overview of the workflow in Rentopian. This can help you understand the big picture as you begin setting up your account.

Setting up your products is the first step in getting your account up and running. You have a few options for setting up your products. Check out our articles on setting up your products manually, or you can use our templates to import your products in bulk.

The next step is to set up your clients. If you have existing clients, you can use our template to bulk upload their information into the system or you can enter them manually. Check out our articles on setting up your clients.

Once you have your products and clients set up, you can start creating quotes and orders. It can be helpful to create a couple of “test” orders to help you start establishing your team’s workflow. The basic workflow goes: Create Transaction -> Convert to order -> Rent out the order -> Return the order -> Take a payment

You can also check out our full list of articles on Quotes and Orders.

Now that you’ve gotten down the basics and loaded your products and clients, you can start creating contracts for your orders. Check out our article covering creating contracts and templates on your transactions.

If you have any vendors you work with, you can get them set up in the system as well. Vendors would include anyone you work with for subrentals or purchases of new products and inventory. You'll need your vendors set up to create subrentals and purchase orders.

If you have venues or addresses that you deliver to for multiple clients, you can set them up as venues in the system. Setting up your venues ensures you can save time when creating quotes and orders that will be hosted at those venues.