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Using SalesPerson Functionality Salespeople are separate from operators in the RentalPoint system. SalesPersons can be assigned when entering bookings and used to limit access to booking scope via setup-->operators Limit scope on Bo...
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Once the installation is complete you'll want to prepare the software for first use by entering the initial data you require, such as operators, tax authorities, freight option etc... Below are the items that you'll need to set up before you s...
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High Level Synopsis of the flow of a booking through RentalPoint
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The query below will provide an export of all Sales Equipment. Each line is a separate field with the first 3 in Bold being mandatory for importing back into the system. Please contact support@rentp.com before attempting an import for the fir...
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The query below will provide an export of all Rental Equipment. Each line is a separate field with the first 3 in Bold being mandatory for importing back into the system. Please contact support@rentp.com before attempting an import for the first ...
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Racks and Roadcases Defined When Should I use a Roadcase? Use a road case when you have a barcoded container that items can be scanned and placed into, prior to the road case being scanned and loaded onto the truck for shipping; items can easil...
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Last Updated: 18/05/2022
in Working With RentalPoint To Do Setting up activities in RentalPoint