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Last Updated: 26/04/2023
in Purchase Orders 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 ...
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Last Updated: 26/04/2023
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 or...
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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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Record the email address of the person to whom invoices and statements should be sent to in Account Receivable 'AR Email Address'. RentalPoint will maintain payment figures and last payment details based on invoices and payments processed in the sy...
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Access to financials can be limited via operator privileges. This tab contains information on the financial status of the customer, the price scheme the customer is on, insurance, taxes etc. Financial operations (i.e. statement printing etc) are p...
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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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Within the Customer Record, use icon (see Fig 1.1 below) to copy the company address to postal and/or contact address fields. Fig 1.1 ...
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From the Customer Grid , set up a new customer using the customer menu option (see fig 1.1 below) Fig 1.1 Once you've entered the customer name and address, click through the additional tabs at the bottom of the form to complete customer set...
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Last Updated: 25/04/2023
Permissions Set dashboard permissions under the 'Others' tab in Operator Setup. Customize Individual Card Settings Click the Gear Icon on the top right of any card to customize the card color or hide an individual card. Click 'Hide Card'...
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Last Updated: 27/03/2023
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...