Popular Articles

  1. Direct Asset Transfer

    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...
  2. Purge Credit Card and other Custom Details

    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...
  3. Account Details

    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...
  4. The Booking Work Menu

    Pick Pick equipment for a booking using the RentalPoint Warehouse Prep mobile app OR from the RentalPoint Desktop menu . Real time updates, allows multiple users to pick from the same list of equipment.   Checkout New Checkout Wh...
  5. Predictive Equipment Scheduling

    There are two main ways to configure RentalPoint to calculate availability of your inventory when entering bookings.....
  6. Set Up Tax Authorities

    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...
  7. Customer/Vendor Grid

    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...
  8. Financials

    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...
  9. Archive a Purchase Order

    Archiving is a tool designed to improve performance and remove the clutter of non-relevant or old items in the RentalPoint system database. Archive a single received purchase order from the Purchase Order Grid via the Admin menu Archived POs...
  10. Regions

    Used in conjunction with Locations, regions are used to group specific locations together.  A company with 4 locations, 2 in Eastern Timezone and 2 Pacific Timezone, might create an Eastern and Pacific region, then slot the relevant locations under ...