A Cross Rental – (aka Sub Rental) is a rental from an outside source to temporarily supplement your inventory during an internal shortage.
Purchase Order – is a purchase of equipment that is to be added to your inventory count.
Both Cross Rentals and Purchase Orders display on the Purchase Order Grid, and may be referred to as a Cross Rental PO or a PO respectively
The Purchase Order Grid displays all Cross Rental and Standard Purchase Orders within the filter details. See below for an explanation of the grid features
Use the filter icon 
to control the scope of the items you would like to see in the grid
Access the menu options via 
or right click or from the top of the grid window
Set the grid to either show entries based on Ordered Date or the date the ordered item is expected to arrive.
Use this option to quickly add a Purchase Order 
Select the region and location to work within OR click 
for all locations (needs multi location license)
Enter the details you wish to search for and the software will narrow the display to items that match the search
Use the arrows to the left of each cell tag to sort the grid in ascending/descending order
Move through pages of the grid via Previous, Page Number and Next options.
Select how many entries you would like to see on the grid via the 
option, default is 10 items per page.
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, click
to see the PO on the grid
The details tab contains information about the operator and the vendor that are involved in the order. Each operator has a PO limit, which is defined in the operator properties. This prevents operators from creating POs that exceed the acceptable amount.
The PO # will be assigned on save.
The dates tab contains the delivery method and times of when equipment should be in the warehouse.
Check the box to include the PO arrival date on the delivery and return schedule if needed.
This tab contains all the equipment that you will be purchasing. As you enter equipment into the grid, RentalPoint will add up the cost from the cost price in the sales tab of the product properties.
Add an item to the grid
Edit the highlighted item on the grid
Remove the highlighted item from the grid
Add a Sundry item
Show shortages for the highlighted item
Plot the highlighted product
Display Running Balance for the highlighted product
Display Availability Calendar for the highlighted product
The default delivery address comes from the customer record or location for multi location systems.
Clear the address to complete it manually.
Ship to Contact
Ship to Venue
Copy Address from Booking
Ship to Warehouse Location
Clear address
Any extra information pertaining to the PO can be added here. Check the box to include PO notes on the printed purchase order.
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 send to printer
There are several status levels for a purchase order:
To place a purchase order into Approved status open the purchase order and click the ‘Approved’ checkbox. Permissions can be set to prevent unauthorized users from approving purchase orders. PO limits are set on a per operator basis that determine how much a given operator is allowed to order.
There are several status levels for a purchase order:
To place a purchase order into Posted status, the purchase order may need to be approved (depending on the setting for operational parameter #159)
Post/UnPost the highlighted PO from the Purchase Order Grid Work menu
There are several status levels for a purchase order:
Only Posted Purchase Orders can be received.
Highlight any posted purchase order, then click Receive from the 
menu.
The software will increment the inventory quantity of received items
To duplicate a Purchase Order or Cross Rental, click the duplicate option from the Admin menu
All information from the highlighted purchase order or cross rental will be copied to a new order.
See Purchase Order Operator Privileges if access id denied.
First highlight the purchase order, then click the delete option from the Admin menu.
The system will prompt you for confirmation. If confirmed the purchase order will be deleted.
Note that both normal purchase orders and cross rental purchase orders are contained within the Purchase Order grid. The system will prevent the operator from removing cross rentals from the purchase order area. To delete a cross rental the operator must delete the cross rental from the bookings area.
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 are still visible on the archive grid
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 Group to modify privileges.
Privileges for PO Approval Amount and mandatory assigning of PO to a booking are found in each operator record
Parameters affecting Purchase Orders are outlined below
If the above parameters are modified, ensure all users are logged out, then reload software settings to avail of the newly modified parameters
