Account Set-up

In this tutorial, we'll cover your RW Elephant Account set-up. Navigate to the “Account” icon in the upper right corner of your browser window.

Item Basics

Within RW Elephant, there are three different kinds of Items: Inventory Items, Conceptual Items, and Tax Items.

Inventory Items

Create Items in RW Elephant by entering them manually or importing via spreadsheet.

Item Photos

Within RW Elephant, you can include images with your Items that display on your Order PDFs and in your Online Gallery.

Item Settings

Users include customizable fields when they want to capture additional information about all or most of their Items.

Conceptual Items

Within RW Elephant, Conceptual Items act a lot like Inventory Items—you create them in the Items section, they have names, acquisition dates and quantities.

Percentage Fees & Discounts

Conceptual Items aren’t just for Flat Fees. They can be used for Percentage Fees, Flat Discounts and Percentage Discounts too!

Order Settings

Get all of your defaults set just the way you’d like them.

Rental Order Event & Contact Details

Keeping track of Order and Contact details just got easier.

Rental Order Line Items

It’s time to add Items to the Order and Contact Information.

Rental Order PDFs

Now you’re ready to see the order in tip-top shape on a PDF that you can hand on over to your Client.

One-click Emails

Within RW Elephant, we want you to have the flexibility to contact your clients however works best for your rental business.

Confirming Rental Orders & Payments

We know every rental business is different, so there are multiple ways to confirm Orders and Payments.

Integrated Credit Card Processing

We’ve made the process of collecting, recording, and repeating payments even easier with integrated credit card processing through our payment partner Stripe.

Online Payment Pages

After you’ve signed up for the Integrated Credit Card Processing, setting up Online Payment Pages is the next step.

Autopay Feature

When making their initial deposit, your Clients can agree to a charge on the same card for their Final Balance on the Final Balance Due Date. 

Reports

Within RW Elephant, you can generate many types of Reports including Invoice Reports, Accounts Receivable, and a list of all of your Contacts.

Online Gallery

With this gallery, you can see the Item Categories you’ve created, and all of the Inventory Items you’ve chosen to display in your Online Gallery. 

Wishlists

Wishlists in RW Elephant are places for you to create a list of Line Items with prices. You can also include Line Item Notes, a Client, Dates, Times, the works.

Adding New Users

Within RW Elephant, a User can have one of three roles: Admin (that’s you!), Editor, or Reader. They each have different levels of permissions.

Tax Items

RW Elephant makes collecting sales tax easy peasy. For most Users, it is so easy, you don’t even need this whole tutorial.

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