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From the Customer Grid , set up a new customer using the customer menu option (see fig 1.1 below) Fig 1.1 Once you've entered the customer name and address, click through the additional tabs at the bottom of the form to complete customer set...
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The Card file contains a list of the customers and vendors that your company does business with. Information stored includes contact, address, phone, notes, financial and account information. Access to sections of the information can be restrict...
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Created On: 24/02/2021
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Created On: 24/02/2021
Permissions Set dashboard permissions under the 'Others' tab in Operator Setup. Customize Individual Card Settings Click the Gear Icon on the top right of any card to customize the card color or hide an individual card. Click 'Hide Card'...
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The RentalPoint Audit Trail functionality records actions of operators throughout the system. Each entry has a date time stamp, the action being recorded and the operator that performed that action. The audit trail can be enabled or disabled via Ope...
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Bookings Locked for Scanning 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 checko...
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Created On: 18/02/2021
in Booking/Event Management 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. ...
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Save selected equipment from any booking to a text file, so that it can easily be re-loaded to the equipment grid of other bookings!
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Icons located at the top of the equipment grid explained!
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RentalPoint uses a Treeview Structure (Fig A below) to organize and manage the inventory your company will make available for Rental or Sale. Inventory must be entered here before it can be added to the equipment grid of a booking. Please take ...