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  • RentalPoint Introduction
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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 (RentalPoint for Windows version) 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
              • Export RentalPoint Data
              • Create a Test Environment
              • 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?
                                  • Rental Items not returned between date range
                                  • 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
                                  • Technicians - Active
                                  • 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
                                • Getting Started With RentalPoint

                                Workflows

                                RentalPoint General Flow (Single Doc)

                                Bookings (3)

                                • Resolve Shortages ()

                                • Resolve Discrepancies ()

                                • Losses and Breakages ()

                                Assets/Inventory (5)

                                • RoadCases ()

                                • Rack Workflow ()

                                • Selling off an Asset ()

                                • Maintenance Workflow ()

                                • Transfers ()

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