Booking Basics

Articles

Understanding the Booking Grid
List Tab, Project Tab, Customize the Booking Grid
Operator Privileges for Booking Operations
See Setup-->operators-->edit operator group Uncheck any option you wish to block access to (see Checkout tab for checkout/return booking operations) ...
Entering a Booking & Booking Tabs
RentalPoint core booking functionality, allows bookings to be created based on inventory previously entered in the system. The booking tab names and order can be customized via Operational Parameter 109 From the Booking Grid click  or F3 ...
Cancel a Booking
What happens when a Booking is Cancelled Any cross rentals associated with the booking will be affected Any purchase orders associated with the booking will be affected Transfers will be affected If items have been checked out against this bo...
Delete a Booking
Please be advised; once a booking has been deleted it will be permanently removed from the database, and it is not recoverable. Deleting cross rentals, purchase orders and transfers that are assigned to bookings can affect item availability in th...
Duplicate a Booking
A duplicate booking is a copy of another booking with a new booking number. To duplicate, right click the booking and select Duplicate. The duplicated booking is not automatically saved. You can edit the customer and schedule dates immediately then ...
Import a Booking
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Invoice a Booking
Invoice a Booking / Project Multi Stage Invoicing Multi Stage Invoices are used when the customer is billed in stages (eg. 50% on order and 50% on delivery). (Note: This functionality is driven by parameter settings in RentalPoint, see ...
Insurance / Damage Waiver
Damage Waiver and Insurance Values Recorded in RentalPoint