- Company Information
- Changing your company logo
- Item Settings
- Order Settings
- Rental Settings
- Payment Settings
- Contact Settings
- Invoice Settings
- Template Style
- Template Regions
- Template Labels
- Online Gallery Settings
- Terms & Conditions
- Order Terms & Conditions
- Wishlist Terms & Conditions
- Delivery Ticket Text
- Email Templates
- Email Permissions
- E-Signature Confirmation Email Template
- Payment Link Email Template
- Payment Confirmation Email Template
- Wishlist Request Email Template
- Wishlist Link Email Template
- Item Labels
- Calendar Settings
- Calendar Subscription for Apple Calendar
- Calendar Subscription for Google Calendar
- Calendar Subscription for Outlook Calendar
- Subscription Settings
- Data Export
- User Management
- User Permissions
- Login Screen iOS App
- Password Reset
- Canceling Your Subscription
- Sales Tax Rates
- Item Names
- Item Categories
- Item Type
- Inventory Items
- Inventory Item Fields
- Custom Item IDs
- Item Images
- Item Videos
- Image Descriptions
- Quantity Change Events
- Archiving Items
- Acquisition Date
- Acquisition Price
- Replacement Cost
- Rental Price
- Number of Uses
- Item Origin
- Item Dimensions
- Item Volume
- Item Description
- Item Tags
- Item Internal Notes
- Default Line Item Note
- Item Location
- Custom Item Fields
- Additional Display Categories
- Stackable Items
- Taxable and Nontaxable Items
- Conceptual Items & Fees
- Internal Items
- Percentage Fees
- Percentage Discounts
- Flat Discounts
- Tax Items
- Item Usage
- Duplicate Items
- Related Items
- Magical Specialized Items
- Tight Turnarounds
- Will-call & Delivery Orders
- Order Status
- Confirmed Orders
- Completed Orders
- Cancelled Orders
- Sale Orders
- Damaged Orders
- Order Date & Time Management
- Rental Rate Multipliers on Orders
- Proposal Expiration Dates
- Editing, Changing, or Deleting Contacts on an Order
- Public & Private Order Notes
- Order Creation Date
- Order Tags
- Rental Reps for Orders
- Setup & Teardown Windows
- Rental Order Line Items
- Line Item Notes
- Line Item Quantity Changes
- Line Item Price Changes
- Line Item Search
- Removing a Line Item
- Adjusted Line Item Prices
- Hide Line Item Pricing
- Taxable & Nontaxable Orders
- Order Checklists Desktop View
- Order History
- Duplicate Orders
- Item Usage Quick Display
- Online Gallery Options
- Hiding a Category from your Online Gallery
- WordPress Plugin Installation & Configuration
- WordPress Plugin Search Engine Optimization
- Online Gallery Snippet – Squarespace
- Online Gallery Snippet – Shopify
- Customizing Templates
- Online Wishlist Creation
- Customization of Single Item Details
- Preventing Wishlist Spam
- Inventory Report
- Owned Inventory Report
- Cost for Inventory Report
- Inventory Quantity Change Events Report
- Inventory Sales Report
- Revenue by Item Report
- Item Utilization Report
- Category Utilization Report
- Kit Utilization Report
- Inventory Lifespan Report
- Inventory Profitability Report
- Performance Report
- Monthly Dashboard Report
- Weekly Dashboard Report
- Invoices Report
- Days Open Report
- Job Planning Report
- Line Item Report
- Accounts Receivable Report
- Sales Tax Report
- First Payments by Payment Date Report
- Payments Report by Event Date
- Payments Report by Payment Date
- Subrentals Report
- Revenue by Client Report
- Revenue by Coordinator Report
- Revenue by Venue Report
- Discounts by Instance Report
- Discounts by User Report
- Contacts Report
Frequently Asked Questions
When adding Items to an Order, if an Item is showing 0 available, there are two possible conflicts:
- If the Item is showing 0/0 available, either no quantity has been added to that Item yet or the Acquisition Date of the Item is after the current Order's Off-the-Shelf & Restock Time.
- First check the Item Detail under the “Quantity Change Events” tab.
- Be sure to compare the Acquisition Date with the Off-the-Shelf & Restock Time of the Order in question.
- If the Item is showing 0/# (i.e. 0/10, 0/200, etc.), then there is a conflict with an existing Order. Right click on the Item to view the Item Usage Quick Display.
- Pay attention to the Off-the-Shelf & Restock Times of the current Order and any conflicting Orders. Remember the Off-the-Shelf & Restock Times are the ONLY fields on the order that RW checks for availability.
If you're unable to pinpoint the conflict through one of these methods, always feel free to reach out to us at email@example.com. Please include the Item Name and the Order number with the conflict.
Within RW, once an Item is on an Order (whether Completed, Cancelled, etc.), the Item cannot be deleted (as you have probably found and why you are scouring our FAQs ?). This is to ensure your record of past Orders stays intact.
But have no fear! There is a simple way to clean up your inventory.
To remove an Item from your inventory, the FIRST priority is to update your inventory by reducing the quantity of the Item to ZERO.
Depending on your reason for removing the Item from your Inventory, we recommend reducing the quantity of an Item in one of the following ways:
- Use a new NEGATIVE Quantity Change Event.
- Use a Sale Order.
Once you have reduced the quantity of the Item to ZERO, you now have the option to Archive it.
Archiving Items help keep things accurate and up-to-date all while speeding up the performance of your RW Account. Win-Win.
You've just added pieces to your collection, you updated an Item with new styled photos, or made a recent change to quantity. But the changes aren't reflecting on your website right away…
You've refreshed your browser, signed out, signed back in, maybe even restarted your computer hoping to see these changes; but still, nothing.
We'd like to introduce you to our old friend (frenemy?), caching. There is a secret to the madness of why you aren't seeing these changes reflect right away. With caching, it may take 24-48 hours for updates to your RW Account to appear on your website.
To help you understand the mystery of caching, we have created a quick video unpacking it:
When you generate an Order PDF, you are opening the last saved version of the Order.
Whenever you make a change to an Order, it is a good rule of thumb to save the Order by click the green “Edit Order” & “Save Order” buttons. This will update your PDFs with the most up-to-date version.
This also goes for changes made to Items, Terms & Conditions, or other Account Settings that might affect an existing Order.
Here is a breakdown of How Changes Impact Existing Orders.
The red, yellow, or green dots next to your Orders are what we call Order Gauges. Order Gauges help you keep track of balances paid (Green) or past due (Red) as well as expiring Proposals (Yellow).
When you log into your RW Account, Dashboard Quick Metrics will let you know how many Orders have payments past due.
To locate these Invoices, head to Orders and sort by the Order Gauge column. All Orders with outstanding balances will have a Red dot next to them.
If you've included the reference tag ##DUE_DATE## when sending the Payment Link Email (via the Create Email button), the due date will populate based on the status of the Order.
For Proposals, the Due Date will be the Expiration Date of the Order to encourage Clients to pay their Deposits and confirm the Order.
For Confirmed Orders, the Due Date will be the Final Balance Due Date since the Deposit has already been paid.
Find out more about Payment Due Dates & Amounts.
Display your RW inventory right on your website through one of our integration options.
We provide options for WordPress, Squarespace, and Shopify website platforms. See Customizing Your Online Gallery for a full breakdown on the differences between each integration.
Don't have a WordPress site but want to utilize the Online Wishlist Creation Tool? Check out Online Gallery Options for non-WordPress sites.
Within RW Elephant, Wishlists do not guarantee availability. While in the status Wishlist, Items will not be checked for availability. Switch the status to Proposal to check for any potential conflicts.
The Wishlist Creation Tool via the WordPress Plugin is a helpful way to generate warm leads. Wishlists won't check for availability until they're converted to Proposals within RW.
Customers may enter quantities above and beyond what you have in stock which gives you insight into what they're interested in. For instance, if a potential client needs 200 Bentwood Chairs and you only have 180, allowing them to enter 200 gives you the power to save the sale. Having that information allows you to decide if subrenting or purchasing more is a viable solution.
If you are not seeing quantities displaying within the RW iOS App under Orders and Delivery Checklists, first check to see if Dark Mode is enabled on your Apple device within Settings.
Switch to Light Mode and verify that the Item details now display within the iOS App.
If switching to Light Mode doesn't clear up the issue for you, contact us by selecting “Get Support” within the App or emailing us directly at firstname.lastname@example.org.
When an Order is playing hide-and-seek, the first place to check is whether any of the “Hide” boxes in the bottom left corner of the orders section are ticked. Untick any relevant options.
If you still can't locate the Order, an Admin will need to display Archived Invoices within Account Settings under Order Settings.
After giving these a try, if you still can't locate the Order, shoot us an email at email@example.com.
If you try to delete a Category but are given this error message: “Unable to delete inventory type; currently in use.”
This means that there are Items living in the Category that need to be attended to. If you're not seeing any Items in the Category, you likely have hidden Archived Items.
To display Archived Items, head to Account and select “Item Settings.” Tick the “Display Archived Items” box.
Head back to Items and you should now see any Archived Items showing in italics. Before deleting the Category, you'll first need to move the Archived Items to a different Category. Once the Category is empty, now delete the Category by selecting the Category and pressing the “-“ button at the top of the Category column.
If you're still unable to delete the Category, shoot us an email at firstname.lastname@example.org.
To keep your Orders list current and up-to-date, consider Archiving past Orders. Archiving not only keeps your Order list cleaned up but also speeds up the performance of your RW Account.
Find out more about manually and automatically Archiving Orders here.
With the RW WordPress Plugin, we've thoughtfully curated the required Wishlist Submission form fields to collect just the right info to jumpstart the sales process.
The following fields are required: Name, Email, Phone, and Event Date
We've found that adding additional fields beyond the above required fields decreases the likelihood that your potential customer will actually submit the form.
With that in mind, the RW Plugin allows you to add extra fields to your forms to collect important information. Head to the Plugin Settings under the Wishlist tab.
At the bottom of the “Wishlist Form Fields” section, select the type of additional form fields you'd like to add (text, date, select, radio, checkbox, or email).
When a Wishlist is submitted, any additional form fields will populate in the Internal Notes section of the Order in RW.
To display Rental Pricing on your website, head to the Account icon in the upper right corner of your browser window. Select Online Gallery Settings in the column on the left. Click the green “Edit” button.
Under “Display in public gallery” tick the box for “Rental Price.”
Just a heads up that it may take 24-48 hours for the changes to display on your website. This is due to our old friend, caching. Learn more about Caching in RW Elephant Land.
If you're using the RW WordPress Plugin, also verify that pricing is enabled within the Plugin Settings under the “Items” tab. Make sure that the tick box is select to “Show” Price.
Keep in mind that only Admins have permission to display pricing.
When you head to Metrics, if your Delivery Fees & Delivery Revenue Metrics are returning $0 and 0% then you'll need to set up your Delivery category.
Let RW know which of your Items pertain to delivery by adding them to the “Delivery” Category.
If you don't have a Delivery Category yet, simply create a new Category and title it “Delivery” (be sure it's titled just so, with no extra spaces or characters).
Now add your Delivery Fees to the Delivery Category.
When you head back to Metrics, the Delivery Metrics will populate with any data from Orders with those specified Delivery Items.