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Table of Contents
Table of Contents
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Home
Glossary
The RentalPoint Dashboard
Booking/Event Management
Understanding the Booking Control Panel
New Bookings
Enter New Booking
New Booking
Equipment Grid
Equipment Grid
Equipment Lists
Find & Add Products to Equipment Grid
Crew
Add Crew to a Booking
Booking View Menu Options
Booking Audit Trail
View Warehouse Sessions
Booking Version Information
Admin
Multi-User Booking Access
Software Booking Lock
Admin Booking Lock
Bookings Locked for Scanning
Cancel a Booking
Delete a Booking
Duplicate a Booking
Purge Credit Card Details
Venue Information
The Booking Work Menu
Pick Inventory for a booking / Warehouse Prep
Undo Checkout
Return Bookings
Direct Asset Transfer
Checkout Bookings
Scan Options in RentalPoint3
Return Booking (Step by Step)
Printing Quote or Invoice
Print Setup
Print Using Fast Report Templates
Print Custom Quote
Include your Logo on Templates
Print Preferences
Print Using RTF Templates
Print Quote
Print Invoice
Documents attached to a booking
Setting RTF Parameters
RTF Insert Field Module
RTF Colour Insert Fields
Sub Totals on RTF Documents
Creating an RTF Template
Troubleshooting Merge Issues
QRCode on RTF Templates
Mobile Delivery App
Sales Form Integration
Schedules & Shortages
Predictive Equipment Scheduling
Shortage Resolution
Delivery and Return Schedule
Customers, Contacts & Venues
Card File Control Panel
Customer/Vendor Grid
New Customer/Vendor
Customer/Vendor Contacts
Postal Address
Phone Numbers
Financials
Account Details
Notes
Purge Credit Card and other Custom Details
Contacts
Contacts Control Panel
The Contact Record
Activities
Venue / Delivery Address
Payment terms
Record security deposits taken and refunded against bookings
Inventory Management
Rental/Sales Inventory
Set up Rental/Sale Inventory
Availability Calendar
Plot Sheet
Running Balance
Availability at All Locations
Asset Status
Inventory Treeview
Move Inventory
Import Inventory from csv
Print Barcode(s)
Increase/Decrease Inventory Pricing
Roadcases and Racks
Racks & Roadcases
Asset Maintenance, Repair & Cost
Inventory Reports
Crew Management
Crew Videos
Crew Parameters
Set up Labor/Crew Products
Set up Technicians
Crew Planner
Purchase Orders
Purchase Order V Cross Rental - What's the Difference?
The Purchase Order Grid
Create/Edit a Purchase Order
Print a Purchase Order
Approve a Purchase Order
Post a Purchase Order
Receive a Purchase Order
Duplicate a Purchase Order
Delete a Purchase Order
Archive a Purchase Order
Operator Privileges & Parameters
Reports & Templates
Report Builder
Action Lists/Reminder for Overdue Items
Financial Reports
Booking Reports
Product Reports
Fast Report Templates
Setup, Preferences & Integrations
Getting Started Guide
The Setup Menu
Set Up Tax Authorities
Freight Setup
Multi Location Setup
Regions
Divisions
Pricing Parameters
Invoice Parameters
Browser Support
DocuSign
RentalPoint Electronic Signatures
Email from RentalPoint3
Set up an Office 365 Connector
RentalPoint3 Integration with QuickBooks Online
Stripe Integration for Online Payments
Miscellaneous Costs
RP3 Release Notes
Two Factor Authentication (2FA)
Password Recovery
Google Calendar Integration
Shortcut Keys
Home
Booking/Event Management
New Bookings
Enter New Booking
New Booking
Equipment Grid
(3)
Equipment Grid
()
Equipment Lists
()
Find & Add Products to Equipment Grid
()
Crew
(1)
Add Crew to a Booking
()