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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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Last Updated: 15/05/2023
in Schedules & Shortages The Shortages Grid When a booking is saved that contains shortages, an entry is added to the Shortages grid. Entries in the Shortages grid are cleared when they are no longer short. The Shortages grid will not display shortages for bookings...
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Tax Authorities Defined RentalPoint is capable of storing several different taxes that can be used when a business has a wide operating area. There are times when bookings are created in another branch that can be in another area of the country o...
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Last Updated: 15/05/2023
in Schedules & ShortagesThere are two main ways to configure RentalPoint to calculate availability of your inventory when entering bookings.....
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Transfer gear from one booking to another without the need to return gear to the warehouse first. Items must be checked out to the 'from' booking before choosing this option. Here's how... Choose the Direct Asset Transfer option from the work men...
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Last Updated: 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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Record the email address of the person to whom invoices and statements should be sent to in Account Receivable 'AR Email Address'. RentalPoint will maintain payment figures and last payment details based on invoices and payments processed in the sy...
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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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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 onl...
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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...