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Access to financials can be limited via operator privileges. This tab contains information on the financial status of the customer, the price scheme the customer is on, insurance, taxes etc. Financial operations (i.e. statement printing etc) are p...
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Within the Customer Record, use the Phones tab to store multiple contact phone options. These numbers can also be printed on output documentation like quotes, invoices, delivery sheets etc. ...
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Within the Customer Record, use icon (see Fig 1.1 below) to copy the company address to postal and/or contact address fields. Fig 1.1 ...
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Vendors are identified within the customer record. Use the vendor checkbox to identify your customer as a vendor, then proceed to add contacts as below. Within the Customer Record, maintain a list of associated contacts. The contact need only...
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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...