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Table of Contents
Table of Contents
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Home
Glossary
Getting Started With RentalPoint
Workflows
RentalPoint General Flow (Single Doc)
Bookings
Resolve Shortages
Resolve Discrepancies
Losses and Breakages
Assets/Inventory
RoadCases
Rack Workflow
Selling off an Asset
Maintenance Workflow
Transfers
Installing RentalPoint
Planning Your Installation
Network Types
Operating System Requirements
Antivirus Systems
Hardware Requirements
Microsoft SQL Server Installation
RentalPoint Installation Package
Setting up network access to the RentalPoint database on the server
RentalPoint Initial Setup
RentalPoint Initial Setup
RentalPoint SalesPersons
Locations
RentalPoint Related I.T
SQL Server and Database I.T
Set up User Access to the RentalPoint Database
Backing up the RentalPoint Database
Moving a Database
Reduce the Size of your RentalPoint Database and Log Files
RentalPoint Port & Additional Module Usage
RentalPoint Cloud
Check Connectivity to your Cloud Server
Easy Access from your Cloud Server to a Local Drive on your PC
RentalPoint Cloud Server Administration
Remote Connect from Windows
Remote Connect from MAC
Remote App and Remote Desktop Explained
General
Release Notes
V11.3.0 Minor Features
v11.3.2 Release Features Guide
V12 New Features
RP2/RP3 Release Notes
Upgrading RentalPoint
How to Upgrade from RentalPoint v9 to RentalPointv10
How to Upgrade HirePoint98 to RP2000
RentalPoint Registration and Software Upgrades
Backing Up RentalPoint
Create a Test Environment
Export RentalPoint Data
Migrating to a New Server
RentalPoint and Small Business Server
How to Install RentalPointPDF
Server Sizing Chart
TroubleShooting
Database Connection Issues
Connecting to RentalPoint Database from Client PC
Printing from a Remote Desktop Session
Updating Your RentalPoint License File
Customizing RentalPoint
Alternate Language
Working With RentalPoint
Bookings
Booking Basics
Understanding the Booking Grid
Operator Privileges for Booking Operations
Entering a Booking & Booking Tabs
Cancel a Booking
Delete a Booking
Duplicate a Booking
Import a Booking
Invoice a Booking
Insurance / Damage Waiver
Inventory and Bookings
Labour and Bookings
Tracking a Booking
Projects
Booking Documents
Miscellaneous
Shortages
Customers
Customer / Financial Reports
Online Map Integration
Invoicing Options
Customer Payments
Credit Card Processing in RentalPoint
Customer Insurance Certificate
Security Deposit
Cancel/Credit an Invoice
Custom Fields
Products
Rental & Sales Products
The Products Menu Explained
The Inventory Setup Window
Product Setup
Package Products
Racks & Roadcases
Manage Sales Stock Quantity
Utilities
Import Products from Excel File
Assets
Asset Overview
Scanning Barcoded/Non Barcoded Inventory
Location/Booking Asset Transfers
Asset Stock Take
Asset Depreciation
Disposing/Selling Off Assets
Asset Maintenance
Asset Movement
Asset Status
Import/Bulk Update Asset Records
P.A.T Testing
Labour Products
Labour Products
RentalPoint To Go
Venues
Venue/Delivery Address
Venues Export
Schedules
Crew
Setting up Labour Products and Technicians
Adding Crew and Crew Expenses to a booking
Crew Planner
Other Crew Planner Features
Crew Reports Available
Google Calendar Integration
RentalPoint Technician Web Calendar
Technician Timesheet
Vendors
Vendors
POs
Contacts
To Do
Activities
Misc
Auto Log Off Inactive Users
Discounting in RentalPoint
Emailing in RentalPoint
Keyboard Shortcuts
Settlement Discount
Archive/Purge Records in RentalPoint
Change Document Paths
RentalPoint Database Wizard
Excel Query Builder
Format Phone Numbers
Open a Second Copy of RentalPoint
Messages to other Operators
Hotel Master Billing
Profit Margin Targets
Margin Panel
Increase/Decrease Inventory Pricing
Known Issues
License Refresh Period
Venue Flow Sheet
Remove Lock From Parameter File
Pricing
Reports and Templates
SQL Queries
Assets checked out to a booking
Assets NOT Scanned in Stocktake Since Date
Assets NOT Scanned Out Since Date
Assets out on given date
Asset Out Between Date Range
Assets NOT Returned
Assets Checked Out on What Booking?
All Assets Outs to Maintenance
Asset Movement Including Last Stock Take
Asset Movements Including Number of Times Rented
Assets Purchased Between Date Range
Assets Entered Since
Asset Listing
Assets Overdue for Return
Booking Grid View
Bookings Entered Today
Bookings Entered Within Last 7 Days
Bookings between date range with Invoice and Payment Details
Bookings with Invoice and Payment Details in the last 30 days
Bookings with Invoice and Itemized Payment Details
Bookings with Estimated Shortages
Bookings Invoiced with Shortages
Booking Contacts with addresses for confirmed bookings within date rate
Cancelled Bookings
Customer Bookings with Date Range
CARNET Query
Crew Usage and History
Cross Rentals & Transfers Assigned to Booking
Customers List
Customers By Division
Customer Details with Last Booking Entered
Customers including Credit Info
Add default Multi Stage Terms for all Customers that don't have default terms
Customers with Invoices Within Date Range
Customer with Notes (using SQL function)
Contacts List
Contacts List - All Contacts Added in the Last 30 Days
Contact Distribution List
Contact Duplicates
Cross Rental Purchase Orders within date range
Excel Query Builder
Future Package Use
Freight Reports
Rental Inventory Export
Rental Products and Assets
Sales Inventory Export
Inventory Report for Disposed/Maintenance Items
Inventory Report of Assets
Inventory Report of Assets by Purchase Date
Inventory Report of Non Tracked Gear
Inventory Report of Products and their Components etc.
Inventory Sales for date range
Invoices Outstanding
Labour Designation Report
Technicians Attached to a Labour Designation
Package Revenue
Products Due To Go Out Today OR In The Future
Products used on bookings that are no longer in inventory
Products not used on Bookings
Purchase Order Grid
Purchase Orders for the last 90 Days
Products in Inventory ordered by date they were added
Products in Trash used on Bookings
Stock Take - Non Barcoded Items
Transfers Checked out today and balance Pending checkout
Transfers
Update Product Replacement Value
Import Product Weight and/or Rate Information
Vendor List
Vendors With a PO
Venues
Active Customers with Notes
Crew Reports
Crew Reports
Crystal Reports
RentalPoint and Crystal Reports
Fast Reports
RentalPoint Fast Report Integration
DocuSign
General Reports
Asset Stocktake
Audit Trail Reports
Booking Cross Section
CARNET Document from Template
Customer / Financial Reports
Cancel Booking Reason
Cash Flow Report
Cross Rental Statistics
Deleted Bookings
Discrepancy Items
Losses and Breakages Report
Late Returns Report
Price Override Report
Profit Analysis in RentalPointv11
Profit Margin Grid
Reminder for Overdue Items
Revenue Report v11
Sales Analysis
SalesPerson Commission Report
Tax Report
Top Cross Rentals Report
Using Booking Source or Event Type
Product Reports
Asset Listing
Inventory Value Report
Most/Least Popular Products
Product Enquiry Statistics
Product History Report
Product Listing
Product Movements
Product Utilization
Recommended Reorder
Return On Investment
Stock Report
Virtual Carnet
Microsoft Office and RTF Fields
Interfacing with Accounting Software
Accounting Packages Supported
AccountEdge Integration
MYOB Australia
QuickBooks Desktop Interface
SAGE UK Interface
SAGE 50 Premium US Edition
QuickBooks Online
Additional Modules
Google Calendar Integration
Google Drive Integration
Hotel and Convention (Rooms)
RentalPoint Technician Web Calendar
RentalPoint To Go - IPhone App
RFID in RentalPoint
Mobile Delivery App
RentalPoint Stripe for Online Payments
Training Videos
Hotel Master Billing Demo
Customizing the BookingGrid
RentalPoint To Go
Warehouse Active/Mute Checkboxes
RentalPoint Youtube Channel
Troubleshooting FAQ's
Documents not printing to PDF successfully
Change Customer Code for Existing Customer
Autoemail Send Error
Home
Reports and Templates
General Reports
Profit Margin Grid
Last Modified on 03/06/2022 2:54 pm EDT
