Updated Articles

  1. Receive a Purchase Order

    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...
  2. Post a Purchase Order

    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...
  3. The Purchase Order Grid

    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...
  4. Print Setup

    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...
  5. Print Barcode(s)

    Print a Single Asset Barcode From the Products Menu, highlight the Asset in the Inventory Tree, then use the Print icon   Select your template Then print or export as needed Print all Asset Barcodes for a Product From the Pro...
  6. QRCode on RTF Templates

    QR Code can be printed on RTF templates using the following setup &STARTQRC& < the insert field for the field you want printed as a QR Code > &ENDQRN: : & Example: Booking Number is printed as QR Code using the setup below Merg...
  7. Troubleshooting Merge Issues

    We've outlined some typical formatting issues found when modifying or creating new templates.   Please contact support@rentp.com should your template issues persist beyond the resolutions below. Insert Fields Display in Merged Document For an...
  8. Print Invoice

    Invoicing can be customized with via Invoicing Parameters . First highlight the booking on the booking grid, then access the 'Print' option from the right click menu  OR from the top menu bar Click on the name of the template yo...
  9. Print Quote

    First highlight the booking on the booking grid, then access the 'Print' option from the right click menu  OR from the top menu bar Click on the name of the template you would like to use and wait for the merge to complete Once the ...
  10. Documents attached to a booking

    When documents are produced for a booking, they are automatically attached for later reference.  To view documents attached to a booking OR to attach new documents, first highlight the booking on the booking grid Then right click on the booking t...