Subcategories in RPM –
A quick overview of the Subcategory feature –
The Subcategory feature in RPM defines the specific equipment model being rented, sold, or serviced, and serves as the foundation for transactions like quotes, contracts, and work orders. It offers robust asset categorization, availability tracking, support for diverse subcategory types (e.g., serialized, kit, charges), location-based inventory management, associated charges, and a tiered pricing structure—all enabling precise operational control and financial reporting.
Subcategories in RPM
In this video, Tom from Suite Engine explains the concept and functionality of RPM Subcategories, which are essential for managing equipment in rental, sales, and service operations. Viewers will learn:
🔧 What an RPM Subcategory Is
- Represents the model of equipment (e.g., 420E Backhoe).
- Serves as the starting point for quotes, contracts, work orders, etc.
🧱 4 Levels of Equipment Tracking
- Product Line Code (e.g., Excavation)
- Category Code (e.g., Caterpillar)
- Subcategory/Model (e.g., 420E Backhoe)
- Individual Asset/Unit
These levels flow into the general ledger, enabling financial reporting by any level.
🧩 Types of Subcategories
- Serialized (tracks individual units with serial numbers)
- Quantity Tracked
- Kits (bundled items with top-level pricing)
- Line Groups (bundled items with individual pricing)
- Charges (e.g., setup or operator fees)
- Document-Level Charges (e.g., damage waiver as a % of rental)
📊 Availability & Status Tracking
- Real-time visibility into unit availability across locations.
- Customizable status codes (e.g., on rent, in service, sold).
💵 Related Charges & Pricing
- Automatically suggest related charges (e.g., insurance, accessories).
- Pricing can be set by:
- Individual customer
- Customer price group
- Marketing campaign
- Default rate
- Pricing is determined by subcategory + billing code.
RPM by Suite Engine
RPM by Suite Engine is a comprehensive DMS built within Microsoft Dynamics 365 Business Central, designed specifically for companies that rent, sell, and service equipment. It streamlines operations by integrating rental management with financials, inventory, service, and customer engagement.
Core Capabilities
- Rental Management
- Manage short- and long-term rentals
- Track rental contracts, availability, and utilization
- Automate billing and invoicing
- Service & Maintenance
- Schedule and track planned and reactive maintenance
- Log service history and work orders
- Manage parts, labor, and technician assignments
- Asset Tracking
- Monitor equipment lifecycle
- Track usage via meter readings and service intervals
- Maintain detailed unit records
- Financial Integration
- Seamless integration with Business Central’s accounting
- Real-time cost tracking and profitability analysis
- Customer & Contract Management
- Centralized customer data
- Flexible contract terms and pricing models
Benefits of Using RPM
RPM Helps Equipment Dealers:
- Reduce equipment downtime
- Improve service efficiency
- Ensure compliance with maintenance schedules
- Gain visibility into asset performance and profitability
- Learn more about RPM.
- Get the App on Microsoft AppSource or request a personalized demo!
- Have questions? Discover more in our RPM Knowledge Base.
