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>

Find & Add Product	Pricing Summary	Profit Margin

Equipment Grid Preferences

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

Click on the  icon to the left of the Equipment Grid to drag and drop a item to a new position on the grid

Releasing Reservations

When using First Come First Served method of calculating availability, items on the equipment list hold a reservation date against them based on when they were saved to a heaving pencil or confirmed booking.  Therefore increasing the quantity on any heaving pencil or confirmed line item would reset the reservation date to the current date which may affect availability of the item for the booking.

To add more of the same gear to a heavy pencil or confirmed booking:

1. Add a second line for the same product to the booking so as not to affect the reservation date of the existing gear 
   • OR
2. Release the reservation against the product so that you can amend the quantity for the existing line item

To Release a Reservation:

Right click on the line item-->Shortages-->Release Reservation

Or from the top menu

OR select some/all lines under a heading to release reservation for those line items

ByPass Release Reservation Warning

To bypass further warnings, when releasing a reservation,  check the box to automatically release reservations without prompting the user each time.

The setting will apply to all bookings for the user, who will now only see a confirmation message that the reservation for the line item has been released

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)  

Equipment Grid Parameters

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

Equipment Grid Operator Privileges

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