AKA the Booking Grid, all Bookings entered into RentalPoint can be accessed from here. Click the tabs below to find out how to narrow your booking scope, organize booking columns, understand colours used and what the icons beside bookings mean.
Scope/Filters
Grid scope is used to customize the range and type of bookings displayed on the grid. This is the window that you will see when you click on the Bookings Menu.
Click the 
icon at the bottom of the grid to set the days to look back and forward for current bookings. These values are saved to your browser for future use.
Based on the days to look back and forward settings above:
|  |
Select Custom to enter any specific date range of bookings to view, then click 
Use the 
icon to to access filters, next
to include or
to omit bookings from the display, then 
for bookings matching the current filters
will re-check ALL filters
Example: The filters below will search for all confirmed rental booking with a status of booked or pulled that require crew assignments 
Search Text relevant to a particular field.....
and booking scope relevant to current operator/salesperson/project manager/location/all
Bookings displayed are from ALL Operators, Sales Persons, Project Managers for the selected Location
Search is narrowed to operator currently logged in
Search is narrowed by selected Salesperson and the bookings that Salesperson is assigned to
Search is narrowed by selected Project Manager and the bookings that Project Manager is assigned to
Search is narrowed by selected Location and the bookings that are assigned to that Location
Column Order
Booking Grid column headings are found at the top of the Booking Grid and are used to summarize the bookings displayed on the grid.
Customize Grid Columns to your preferred order via the 
option
Also available via right click menu option from the booking grid
Move the grid columns using the 
keys, then click 
Bookings Locked for Editing
Bookings Locked for Editing
A Lock icon 
beside any booking on the Booking Grid identifies bookings that are currently being edited by other users.
Multi-User Access
Booking Tab Access (Fig A below) is used in RentalPoint to separate out booking content for the purpose of multi user editing (i.e. allowing more than one user access to edit the same booking at the same time). From the Booking Grid, click on any booking (even if it is identified as locked) to see the Booking Tab screen. Hover over any tab for summary of tab content and/or to open the booking tab (Fig C below).
The booking Dashboard shows a red lock icon 
if a tab is locked (Fig B below). Access to locked tabs is denied until the lock is released (i.e. the user locking the tab releases it by exiting that tab)
User Access Levels
The first person to open a booking has exclusive access to that booking, with ability to update all fields. Other users may edit and update isolated sections of the booking with non-exclusive access as outlined below.
With the exception of the 
tab which supports heading locks, when a booking tab is open, it is considered 
locked for editing, preventing access to that tab by other users for the duration of the edit. The lock is released once the user exits the tab. Unlocked tabs for the same booking, may be opened and edited without issue.
Exclusive Access is required for...
- Changes to dates and times on the calendar tab of the booking affects both equipment pricing and reservation. Therefore all dates, times and confirmation status are disabled from editing when the user does not have exclusive access (i.e. is not the first person to open the booking).
- Changing the status of the booking requires exclusive access since it affects equipment reservation and therefore equipment availability.
Bookings Locked for Scanning
What is it?
Bookings 'Locked for Scanning' are identified with a 
barcode icon against the booking number on the Booking Grid
This functionality is generally used to affect a higher level of control over the warehouse checkout process, proving especially useful when cross rentals are checked out to a booking.
Sample scenario:
- Cross rental gear for a booking arrives from the vendor with the vendors barcode attached for their tracking purposes.
- Your warehouse staff check the gear out to the booking it is rented against incorrectly using the vendor barcode.
- A problem arises if the vendor barcode happens to match a code you use in your own warehouse for a totally different piece of gear. While the 'added item' is flagged at checkout, it could be ignored/overlooked on checkout resulting in incorrect inventory accounted for on the booking, possible shortages on other bookings and cross rented gear that is not properly checked out to the booking.
How is it used?
First highlight the booking, then Access the Admin menu to find the Lock/Unlock for scanning option.
Also available from the right click menu
Operator Privileges
All/deny users access to this functionality via the following Operator privileges (Setup-->Operators-->Utilities tab)
Parameters
Operational Parameter #206 ‘Lock booking for scanning on final checkout’
When enabled, all bookings will be locked for scanning when a final checkout is saved against the booking.
Once locked for scanning, no more items can be checked out against the booking unless it is first ‘unlocked for scanning/checkout’ by a user with that operator privilege.
When a booking is locked for scanning, the ‘Enter Barcodes’ Tab will not appear as an option in the checkout window.
Include/Omit Columns
Rentalpoint offers the ability to hide some columns from the booking grid
Access this option in parameter setup-->Custom viewing
Check the field you want to see on the booking grid – all unchecked fields will be hidden from view.
Status Column
The first word in the status column describes the bookings warehouse status as 'Booked', 'Out' or 'Returned'
The second word describes the bookings invoice status as 'NO' - Not Fully Invoiced or 'YES' - Fully Invoiced
Operator Privileges
Access via Setup-->operators-->edit operator group
Limit user access to booking functionality via the Bookings Tab, uncheck any option you wish to block user access to.
Limit user ability to checkout/return bookings via the 'Checkout/Return and Maintenance' tab
Limit user scope (at the bottom of the booking grid) via options on the Booking Scope tab
Parameters
| Operational Parameter #3 ‘Booking Grid Primary Scope’ | Default sort order for the Booking Grid |
| Operational Parameter #13 ‘Booking Grid Secondary Scope’ |  |
| Operational Parameter #124 |   |