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RentalPoint3 can be configured to connect with your subscription to DocuSign, in order to request and receive digital signatures from clients when requesting quotes, booking hardcopies, etc. DocuSign is a third-party application, and a subscription is necessary to use this functionality.
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Last Updated: 04/09/2025
in Customers, Contacts & Venues
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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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Last Updated: 04/09/2025
The Purchase Order Grid Operations Create/Edit Duplicate Approve Post Receive Print View Attachments/Audit Trail Archive Unlock ...
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Last Updated: 04/09/2025
in Purchase Orders
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 P...
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Last Updated: 04/09/2025
in Purchase Orders
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 ...
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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...
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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...
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Last Updated: 04/09/2025
in Purchase Orders 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
1. Filters Use the filter icon to control the scope of the items you would like...
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RentalPoint offers two options for Quote and Invoice Template use. RTF templates are MS Word templates saved in Rich Text Format using RentalPoint Insert fields to merge data from your database with your preferred MS Word template layout. F...