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RPM: SET UP AND ACTIVATE RPM UNITS

Units

What's an RPM Unit?

Think of RPM Units as the heart of your rental operation—they're your actual equipment pieces like forklifts, backhoes, generators, cranes, or even dumpsters. Each unit connects to categories and subcategories, making your fleet easy to organize and track.

Once you've purchased equipment for your rental fleet, here's how to get it ready for business.

Creating Your First Unit

Setting up a new unit takes just a few steps:

  1. Find your starting point Search for and open the RPM Unit List
  2. Create your unit Select New in the top ribbon
  3. Add your unit number Enter the RPM Unit number, or let the system assign one automatically using No. Series
  4. Choose the subcategory Select your subcategory—this smart feature auto-fills:
    • Description
    • Base Unit of Measure
    • RPM Product Line Code
    • RPM Category Code
    • All Invoicing details
  5. Record the serial number Enter it in the Serial No. field
  6. Add financial details On the Invoicing tab, enter:
    • Original Equipment Cost
    • Insured Value
  7. Complete the specifications Navigate to the RPM Specifications tab at the bottom and add all relevant specs

Activating Units for Rental

Your units need activation before customers can rent or purchase them. Choose the method that works best for your workflow:

Option 1: Single Unit Activation

Perfect when you're adding one piece of equipment at a time.

  1. Navigate to the RPM Unit List
  2. Highlight the unit you want to activate
  3. Select Home → Activate RPM Unit from the ribbon
  4. Fill in the activation details:
    • Activation Date
    • Qty. To Activate
    • Location Code
  5. Click OK

Quick tip: You can also activate units directly from the RPM Unit Card using the same menu path.

Option 2: Batch Activation

Need to activate multiple units? Here's your faster path:

  1. Search for RPM Unit Activation/Deactivation Journal
  2. Select Functions → Suggest Journal Lines from the ribbon
  3. Choose Activate in the Choose an Entry Type Field
  4. Set your filters to populate the units you want to activate
  5. Click OK to populate the journal lines
  6. Review and adjust quantities and locations as needed
  7. Select Posting → Post in the ribbon

What's Next?

Once your units are activated, they're ready to generate revenue. You can now:

  • Set rental rates
  • Schedule maintenance
  • Track utilization
  • Monitor lifecycle costs

Need help with any of these next steps? We're here to guide you through the process.

Questions? Check our Knowledge Base or create a support ticket.