Create New User in Rentalworks
This must be done this way because Rentalworks has currently locked us out of creating more users the standard way. This is a workaround and will not work at some point.
Creating New User
- Go to QuickActivity Calendar
- Click On a Day with activity in it.
- Click anywhere in the Assigned to Column, then click the magnifying glass
- Click New
- Type in all the required fields
Here are some of the fields that are less clear. Username: First Letter of First Name + Last Name Password: bolt123 Group: select Rentals Office/Warehouse: Select only options
- Click Department Tab
Under Default Departments, select the magnifying glass next to rental, then select Rental.
- Under Permissions check the following boxes
Check out
Allow user to increase/decrease quantity or add to Order at Staging
Allow Contract if Customer/Deal does not have Approved Credit
Allow Contract if Customer/Deal is over their Credit Limit
Allow Contract if Customer/Deal does not have valid Insurance Certificate
Allow Contract if Customer/Deal does not have valid Non-Tax Certificate
Rentalworks Mobile/Quikscan
Allow User to Create Contracts
Allow "Apply all Quantity" button
Preferences
Login to their account and change the following things.
User Profile > Favorites:
select Rental Inventory QC Required, Complete QC, and QuikActivity Calendar
- Change Default Home Page to Orders on User Profile Tab
- Open the top level hamburger menu and pin it to the side.
QuikActivity Calendar Uncheck the following and save it as Standard View
- Customer Deliver
- Customer Pickup
- Customer Ship
- Repair Due
- Ship
- Start
- Strike
- Sub-Return
- Test
- Vendor Ship
- Click Save
Then login back to an admin account and set it so that they will have to change their password on next login.
Pick Lists
- Go into any order and select a previously created picklist.
- Before you print the picklist, change the sorting order so that Aisle/Shelf is at the top and is the only item selected.
- Go to Settings, load Standard Pick List settings.
- Click View PDF and make sure it all looks normals, aisle/shelf numbers on pick list and sorted by the aisle/shelf.