Equipment Grid

Equipment Grid Icons/Menu Options

Icons located at the top of the equipment grid (Fig A) are also accessible via right click menu options (Fig B).  These options allow the user to add/manipulate items on the Equipment Grid of a booking. <more information>

Quick Access provided for the following options


Find & Add Product



PricingPricing Summary



Profit Margin 



 










Equipment Grid Preferences

Accessible from the Equipment Grid, users can set preferences to suit their RentalPoint use.  Quickly enable drag and drop of equipment OR click  to set/confirm all preferences available

Multi User Access & Heading Locks


The Equipment Grid supports multi-user access,  with restrictions outlined below.  

  • All headings will be collapsed on opening of the equipment tab as illustrated in Fig 1 below.  
  • The  icon to the left of each heading expands and locks the heading for exclusive editing by the user.
  • The first user to open the booking has exclusive access to the equipment before the 1st heading

Fig 1


Heading Locks

  • Individual users have exclusive access to the heading they are editing including all equipment under that heading.
    • Expand and lock any heading for editing via the  icon to the left of each heading 
    • Locked headings are identified with  to the right of the heading (Fig A below)
    • Headings available for editing (i.e. currently unlocked) show a blank icon  to the right of the heading (Fig B below)
    • Release the heading lock by collapsing the heading via the  icon to the left of the heading (Fig C below)  
Pricing will reflect the users current view only;  for example if user A opens the booking and adds equipment to a heading, then collapses (saving the equipment in the heading),  any resulting price change will not be reflected to user B.   To see the modified pricing from multi-user edits, user would have to save, close then re-open the booking.

Equipment Grid Parameters

Accessible via Setup-->Parameters-->Operational Parameters:

#DescriptionFunctionality
44Enable Client Facing and Warehouse Active/MuteAllow users to hide/display equipment items on both client facing and warehouse facing documents.  Items hidden from warehouse will not appear in the checkout window.  Items hidden from client will have no cost and will not affect booking price.
118Display Out and In Columns in Equipment GridIf enabled, the qty checked out and returned for each item will display in the equipment grid of the booking.
129Equipment Search is Location SensitiveControls products displayed on the equipment treeview of the booking.  If set to YES, equipment displayed in the treeview of the booking tab will be listed by location.  Only equipment with quantities in the specified location will be displayed.
49Equipment Sequence in Equipment Tab of BookingSet equipment sequence to Treeview or 'as user enters it'.  When equipment is added to the grid, it will be displayed in the order chosen unless overridden by user preferences in the Equpment Grid settings.


Equipment Grid Operator Privileges

Accessible via Setup-->Operators, speak to your RentalPoint system administrator or contact support@rentp.com for access