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Tax Authorities Defined RentalPoint is capable of storing several different taxes that can be used when a business has a wide operating area. There are times when bookings are created in another branch that can be in another area of the country o...
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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...
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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 to ...
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Use the menu option to add a new contact OR double click on an existing contact on the grid to edit Details Notes Contains all notes pertaining to this specific contact. Picture Contains a picture of contact Payment Contains cred...
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Used in conjunction with Locations, regions are used to group specific locations together. A company with 4 locations, 2 in Eastern Timezone and 2 Pacific Timezone, might create an Eastern and Pacific region, then slot the relevant locations under ...
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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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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: 26/04/2023
in Purchase Orders 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 se...
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Last Updated: 24/08/2023
in Crew ManagementThe Crew Planner Module provides a central location to manage crew assignments for multiple jobs and maintain technician schedules.
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Easily identify asset allocation with 'Current Quantity Statistics' breakdown in the asset status window! Access Asset Status Access this option via right click menu OR from the information icon Access the Asset Status window f...