Updated Articles

  1. Return Booking (Step by Step)

    First, Select Booking(s)/Project to Return Screenshot 1.1 User must have operator privileges to Return Bookings and/or Open/Project Return. See Operator Privileges heading for more information By default the Booking scan window will be ac...
  2. Enter New Booking

    Videos Available Enter a Simple Booking Create a detailed quote Step by Step From the Booking Grid, click  , then choose then relevant booking type Fig 1.0 A customer booking is a compilation of information relevant to the jo...
  3. Racks & Roadcases

    Racks and Roadcases Defined When Should I use a Roadcase? Use a road case when you have a barcoded container that items can be scanned and placed into, prior to the road case being scanned and loaded onto the truck for shipping; items can easil...
  4. Set up Rental/Sale Inventory

    RentalPoint uses an INVENTORY TREEVIEW structure to organize and manage the inventory your company will make available for Rental/ Sale.  Please take a few minutes to understand the treeview concept above before proceeding with set up. ...
  5. Inventory Treeview

    RentalPoint uses a Treeview Structure (Fig A below) to organize and manage the inventory your company will make available for Rental or Sale.  Inventory must be entered here before it can be added to the equipment grid of a booking. Pl...
  6. Crew Parameters

    Crew Parameters are used to customize your company's crew preferences in RentalPoint
  7. Find & Add Products to Equipment Grid

    Find and Add Products to the Equipment Grid of the booking
  8. New Booking

    How to Book Equipment for a Client 1. To get started with a simple booking, from the Bookings Grid Select "New" then "Rental/Hire" 2. Enter your customer code then tab to load the customer details 3. Navigate to the "Calendar" t...
  9. Checkout Bookings

    Highlight the booking on the Bookings Control Panel, then access the undo option from the menu at the top of the grid, or from the right click menu ....   Scan options available for RentalPoint3 include keyboard we...
  10. Set up an Office 365 Connector

    SMTP Relay can be used to send emails directly to external contacts, but only from networks (public IP addresses) that you have defined. Using a connector will pre-authorize mail sent from RentalPoint3 using Office 365