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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 ...
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Last Updated: 25/05/2021
in Booking/Event Management 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...
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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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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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Last Updated: 29/10/2021
in Customers, Contacts & VenuesHow to offer payment terms for larger amounts or jobs
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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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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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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.
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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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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 ...