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Using the 'Rental Inventory.csv' template available with the Product Import option in RentalPoint2, you can import Products and their assets using the 'Clear All' 'Match All' functionality in the system. Access your import templates from the Renta...
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Last Updated: 04/07/2023
in Booking/Event Management Use this Web based Mobile Delivery App to view RentalPoint scheduled Deliveries and Returns, Print a Delivery Sheet/ Collection Docket and Collect Digital Signatures on the go. Scalable to fit on any tablet or cell phone screen! Contact support@...
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Last Updated: 02/02/2022
in Booking/Event Management
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Within the Customer Record, use the Phones tab to store multiple contact phone options. These numbers can also be printed on output documentation like quotes, invoices, delivery sheets etc. ...
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Set Up New Activities Activities that will be used within the software should first be set up in the main activity list. Access this setup option from the main setup menu. Glossary: Add new activities to the list Edit an existing a...
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Inventory can be moved around in the tree structure using 'drag and drop' functionality. Using the mouse, simply click on the Group/Category/Product/Asset you want to move and drag it to its new position. The item will show an icon when it can...
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Set up secure login to your RentalPoint account use app verification/email/SMS/backup codes Initial Setup Authenticator App 1. Follow the on screen instructions to secure your account with 2FA 2. Enter the 6-digit verification code gener...
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Within the Customer Record, maintain customer notes from the notes tab. Notes can be stamped with date and time of entry and included on customer reports/queries as needed. ...
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View all Pick, Checkout, Returns and Losses recorded against a booking from the View-->Warehouse Sessions option First, highlight the booking on the grid, then follow the options below Alternatively, access the same option from the right click m...