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Icons located at the top of the equipment grid explained!
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Last Updated: 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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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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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...
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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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Address known issues with your browser when using RentalPoint3
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Last Updated: 15/04/2025
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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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...
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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.
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What is the Multi Location Module? The RentalPoint multi location module is an additional module that may be purchased separately from your main software package. The module allows you to manage your inventory at multiple warehouse locations with...