Popular Articles

  1. Inventory Treeview

    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 ...
  2. DocuSign

    RentalPoint3 can be configured to connect with your subscription to DocuSign, in order to request and receive digital signatures from clients when requesting quotes, booking hardcopies, etc. DocuSign is a third-party application, and a subscription is necessary to use this functionality.
  3. Venue Information

    Booking Venue Information is accessible under three sub menu  General Venue Information 1. Venue v's Delivery Address....What's the difference? A Venue/Delivery Address is simply a destination for products being shipped from your warehou...
  4. Add Crew to a Booking

    Both Crew Parameters and Labor Products must be set up before adding crew in the crew tab of a booking When editing a booking, the left hand menu organizes information under the following headings:  The services you will charge the...
  5. New Customer/Vendor

    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...
  6. Contacts Control Panel

    Fig 1.1 - reference the number on the screenshot against the index below for more detail 1. Access to the Contacts Action menu 2. Use to select columns to display on the grid 3. Select Contact Scope allows for a more targeted view of contac...
  7. Email from RentalPoint3

    Setting up RentalPoint3 for emailing requires a little configuration. The type of setup will vary depending on your email provider. Please contact support@rentp.com with your provider details so that we may assist with any configuration as needed.
  8. Payment terms

    How to offer payment terms for larger amounts or jobs
  9. Browser Support

    Address known issues with your browser when using RentalPoint3
  10. Operator Privileges & Parameters

    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...