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Permanently Remove Credit Card and/or custom field details from: Bookings within the scope selected Customer/Vendor Records Contact Records Expand/Collapse each section via the blue arrow icon Only fields selected and within the date ran...
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Created On: 26/04/2023
in Purchase Orders
Archiving is a tool designed to improve performance and remove the clutter of non-relevant or old items in the RentalPoint system database. Archive a single received purchase order from the Purchase Order Grid via the Admin menu Archived P...
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Created On: 26/04/2023
in Purchase Orders An option to print the Purchase Order is provided on save You can also print any highlighted PO from the Print menu Highlight the template you would like to use, then check/uncheck template options as needed and click to proceed Save or se...
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Created On: 26/04/2023
in Purchase Orders
There are several status levels for a purchase order: Approved – the purchase order has been reviewed and approved by the appropriate people. Posted – the purchase order is ready to be ordered from the supplying company. Received – the p...
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Created On: 26/04/2023
in Purchase Orders
There are several status levels for a purchase order: Approved – the purchase order has been reviewed and approved by the appropriate people. Posted – the purchase order is ready to be ordered from the supplying company. Received – the p...
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Created On: 26/04/2023
in Purchase Orders There are several status levels for a purchase order: Approved – the purchase order has been reviewed and approved by the appropriate people. Posted – the purchase order is ready to be ordered from the supplying company. Received – the pur...
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Created On: 26/04/2023
in Purchase Orders
Purchase Order Group Privileges Operator Privileges governing access to Purchase Order menu options can be found on the 'Products and POs' tab of the Operator Group. First access Setup-->Lists, then find the Operator List and edit the Operator G...
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Created On: 26/04/2023
in Purchase Orders To duplicate a Purchase Order or Cross Rental, click the duplicate option from the Admin menu All information from the highlighted purchase order or cross rental will be copied to a new order. See Purchase Order Operator Privileges if access id ...
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Created On: 26/04/2023
in Purchase Orders
First highlight the purchase order, then click the delete option from the Admin menu. The system will prompt you for confirmation. If confirmed the purchase order will be deleted. Note that both normal purchase orders and cross rental purchase ...
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Record security deposits taken and refunded against bookings