Popular Articles | Page 7

Receive a Purchase Order

Last Updated: 04/09/2025 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 p...
Activities

Last Updated: 12/05/2023 in Customers, Contacts & Venues Contacts

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...
Import Inventory from csv

Last Updated: 14/04/2022 in Inventory Management Rental/Sales Inventory

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...
Booking View Menu Options

Last Updated: 02/02/2022 in Booking/Event Management
Phone Numbers

Last Updated: 25/04/2023 in Customers, Contacts & Venues Card File Control Panel

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. ...
Move Inventory

Last Updated: 29/09/2021 in Inventory Management Rental/Sales Inventory

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...
Plot Sheet

Last Updated: 03/02/2021 in Inventory Management Rental/Sales Inventory
Two Factor Authentication (2FA)

Last Updated: 10/05/2024 in Setup, Preferences & Integrations

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...
Create/Edit a Purchase Order

Last Updated: 26/04/2023 in Purchase Orders

Create/Edit To create a new purchase order, right click in the PO grid, then click New or use the top menu icon. To modify an existing purchase order, right click on the PO grid, then click Open or use the top menu icon Once the PO is saved,...
View Warehouse Sessions

Last Updated: 02/02/2022 in Booking/Event Management Booking View Menu Options

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...