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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: 16/02/2023
in Booking/Event Management
Pick Pick equipment for a booking using the RentalPoint Warehouse Prep mobile app OR from the RentalPoint Desktop menu . Real time updates, allows multiple users to pick from the same list of equipment. Checkout New Checkout...
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Scan options available for RentalPoint3
Keyboard Wedge Connect a 'keyboard wedge' barcode scanner to your device. When scanned, barcode input is received as text in the same way input from a keyboard is received. Bluetooth Scanner Connec...
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Undo picked or checked out items to a booking using this option. Access the Menu Option 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 .... ...
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Transfer gear from one booking to another without the need to return gear to the warehouse first. Items must be checked out to the 'from' booking before choosing this option. Here's how... Choose the Direct Asset Transfer option from the work men...
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What is the Multi Location Module? The RentalPoint multi location module is an additional module that may be purchased separately from your main software package. The module allows you to manage your inventory at multiple warehouse locations ...
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Divisions Divisions are useful to distribute and track revenue in different departments. For instance if you have a sound department and a lighting department specifying a division on bookings will allows reporting on a specific department. Revenu...