1. Navigate to Inventory > Products.
2. Click the Add Products button on the top right corner of the page.
General Tab:
1. For Rent: Check the box indicating that product is for rent
2. Name: Enter the product name
Note: This will show on your e-commerce site
3. Minimum Rental Duration: Set the minimum duration the product can be rented for, in hours
4. Product Aliases and URL Keywords are automatically generated based on your product name. Aliases are alternative names that help customers find your product in search, while the URL keyword is used in your product's web address. You can leave both as is or update them however you prefer.
5. We recommend keeping both minimum duration of rental price and maximum rental duration blank.
6. Security Deposit: If your security deposit is configured per product, enter the amount
7. Category: Assign a category for your product
Note: You do not need to select a category if the product will only be featured as an "add-on" product
8. Status: Specify the status of your product
Note: “Active” means this product will appear on your e-commerce site and can be added to orders. If a product is set to "Inactive," it will not be visible or available to be added to any orders.
9. We recommend leaving minimum, recommended, and increment quantities as the defaulted values.
10. SKU: Enter the SKU for this product if applicable.
11. Featured Product: Select this option if you would like the product to be shown at the bottom of the main page of your e-commerce site. (Refer to the image below.)
12. Photos: Upload photos by dragging and dropping or selecting files from your computer, then click Upload Image(s)
Note: We recommend the images be uploaded as .jpg, .jpeg, or .png
13. Description: Type a description in the text box, or click Generate Description with AI to have one created for you
Note: The more details you include, the better your generated description will turn out. Specifics like make and model help ensure the most accurate results.
14. Monthly Product Depreciation Percentage: Enter the amount if applicable
15. Locations: Select one or more locations using the drop-down menu. You can also click the "x" to remove a location
16. Hour Tracking/Overage Configurations: Check this box to track machine working hours. You can also configure overage rates to apply beyond a set time limit
Note: This configuration only applies to products tracked by serial number.
Click this link for how to set up Hour Tracking: https://quiplihelp.zendesk.com/hc/en-us/articles/29527768332823-Hour-Tracking
Click this link to for how to configure Overage Charges: https://quiplihelp.zendesk.com/hc/en-us/articles/22582581193495-How-to-Set-Up-Overage-Charges-Based-on-Machine-Hours-Used
17. Fuel Charging: Search the drop-down to assign a custom fuel product
Click this link for how to set up a Fuel Product: https://quiplihelp.zendesk.com/hc/en-us/articles/40448518035863-How-to-Create-and-Use-a-Fuel-Product
18. Damage Waiver: Check this box to require a damage waiver for your product
19. SEIS Rental Damage Waiver: If applicable, check this box to automatically generate a certificate when an order contains this product
Note: This setting only appears if you have signed with SEIS. Contact your CSM for more information on SEIS.
20. Is this product taxable? Check this box to apply taxes to the product
21. Do not show rental prices: Check this box to hide rental prices and display "contact for pricing" on your e-commerce site
22. Delivery/Pickup: Check the boxes to make delivery and/or pickup available
Note: If you already have global delivery rates set up in General Settings, leave the settings below as is
23. If delivery is configured per product and based on mileage or minutes, fill out the delivery base cost, miles/kilometers/minutes included, and per mile/kilometer/minute cost.
24. Tracking Type: Select By Serial Units to track by serial number, By Quantity to track by quantity, or Non-Inventory for products without a set quantity or units
- Serial Units - Tracks multiple units under one product by a unique unit and serial number
- Quantity - Tracks the product based on the total number of units available
- Non-Inventory - For products that don't require quantity or unit tracking
25. Purchase Price: Enter the purchase price if this product is tracked by Quantity (selected as the tracking type in Step 24)
Note: If tracking by serial units, this will be set per unit under the Product Units tab
26. Check Out / Check In Inspection Workflows: To add Inspection Checklists per product, first create the checklist and then select it within the drop down menu
Click this link to Set-Up Inspection Checklists: https://quiplihelp.zendesk.com/hc/en-us/articles/36337627713175-How-to-Set-Up-Use-Inspection-Checklists
27. Unavailable Date Range and Time Slots: We recommend leaving these blank but contact your CSM for more information on setting up these configurations
28. Click Save Changes at the bottom of the page.
Creating a Rental Product > Product Units Tab:
1. Navigate to the Product Units tab at the top of the page.
2. If you are tracking by Quantity, enter the rental stock quantity.
Note: For multiple locations, you can specify quantity by location using the toggle.
3. If you are tracking by Serial, enter the unit number, serial number, make/model, year, purchase price, purchase date, QR code, machine hours, and location.
Note: Make, Model, AND Year must all be filled to save properly.
4. Click Save and repeat these steps for each unit you want to add to this product.
Creating a Rental Product > Pricing Tab:
1. Navigate to the Pricing tab at the top of the page.
2. Click the Add Rental Price button in the top right corner.
3. Once the form appears, complete the following fields:
Name: We recommend leaving this blank
Locations: Check the box if this price only applies to specific locations and assign locations with the drop-down menu
Unit: Select hour, day, week, month, or year
Quantity: Enter the quantity of your chosen unit (if you select “hour” for Unit and enter “4” for Quantity, this pricing will be for 4 hours)
Rental Price: Enter the rental price for the unit and quantity selected above
Starts On/Ends On: We recommend leaving these blank
Repeat Price: We recommend selecting Daily, which means this pricing will apply every day of the week. This is the most common selection if you want consistent pricing across all rentals.
Note: If you are interested in setting up weekend pricing, please contact your CSM for more information and assistance.
Show this price on product card: Checking this box will make this price visible on your e-commerce site
4. Repeat this process until all pricing is completed for this product (e.g. hourly, daily, weekly, etc.)
5. Once pricing has been added, your product is created and can now be added to orders.