Units
An RPM Unit is the actual piece of equipment that is related to categories and subcategories. An example of a Unit would be a forklift, backhoe, generator, crane or even a dumpster. Once a unit has been purchased for your rental fleet, you need to configure it to be put on rent.
- Search for and open the RPM Unit List.
- Select New in the top ribbon to create a new unit.
- Enter the RPM Unit number in the first field. Optionally, you can let RPM assign the unit number for you using a No. Series.
- Select the Subcategory. This will autofill the Description, Base Unit of Measure, RPM Product Line Code, and RPM Category Code in the General Fast-tab as well as autofill the Invoicing Fast-tab.
- Enter a Serial number in the Serial No. field.
- On the invoicing tab, enter the Original Equipment Cost and the Insured Value.
- On the RPM Specifications tab at the bottom of the unit card, enter all of the relevant specifications.
Once your RPM Unit list has been imported, they will need to be Activated in your rental fleet. Activating the units allows them to be used or rented out to your customers, which in turn allows for tracing details and billable opportunities.
- Navigate to the RPM Unit List.
- Highlight a unit line for a unit needing activation.
- In the top ribbon, click Home, Activate RPM Unit.
- An information box should pop up, make sure valid data is in the Activation Date, Qty. To Activate, Location Code. Click OK.
(This can also be done from individual Unit cards by selecting Home, Activate RPM Unit in the top ribbon.)
Batch Activation
- Search RPM Unit Activation/Deactivation Journal.
- Enter the units to be activated/deactivated onto the lines.
- Select Post in the top ribbon.
Note that all activations must have the same Location Code if you are going to batch activate.