Introduction |
What RentalDesk Does |
What Should I Expect? |
How RentalDesk works in a Network Environment |
Understanding Some Simple RentalDesk Ideas |
How Does RentalDesk Manage and Sort my Inventory? |
Tree View |
How RentalDesk handles transactions |
Terminology |
Understanding The RentalDesk Windows |
The Navigation Window & Buttons |
The Data Window & Buttons |
Quick Start Introduction to Setting Up RentalDesk |
What is the first step? |
Open the Configuration Book |
Enter the Details about your company |
Decide on your numbering system. |
Decide on your Price Schemes |
Enter Your Price Scheme |
Test the Price Scheme Results |
Set your Tax Schemes |
Enter Some Equipment into your Inventory |
Enter your Master Categories |
Enter your Categories |
Enter your Equipment Types |
Equipment Pictures |
Set Your Quanities Owned |
Quick Stock Adjust |
Adjust Your Stock Levels |
Enter Some Barcodes |
Quick Start Introduction to Using RentalDesk |
The Job Book/View |
How to create a New Job |
Adding a New Company |
How to create a New Equipment List |
The Equipment List Header |
The Equipment List Grid |
Four Types of Lines on an Equipment List |
Section Header |
Free Text |
Sales Items |
Rental Equipment |
Placing Equipment onto a list |
Search for Equipment in the Popstock |
Pictures in Popstock |
Search by Category or Type |
Review your Popstock Selections |
Removing Equipment from an Equipment List |
Substituting Equipment from an Equipment List |
Sorting Equipment on your Equipment List |
Printing Forms from an equipment list |
Understanding Equipment Availability |
Conflicts Display |
Dispatching Equipment to a Customer |
Warehouse Mode |
Dispatching to new Dispatch Note |
Using Barcodes to check out equipment |
Reviewing what was shipped |
Retail Mode |
Returning Equipment from Rental |
Creating document, sending e-mails, and printing |
Printing (reports) |
Sending e-mails |
Exporting Reports |
Creating external documents |
Creating Invoices for your Job |
Understanding the Invoice Preview Window Header |
After the Invoice is Created |
Entering Payments for Invoices |
The Job Book |
The Job Book Navigation Window |
The Job Book Planner |
How to create a New Job |
Adding/Editing a Company |
Generic Address Form Search |
The Job Summary |
Working with Equipment Lists |
The Equipment List Header |
The Equipment List Grid |
Placing Equipment onto a list |
Search for Equipment in the Popstock |
Pictures in Popstock |
Search by Category or Type |
Review your Popstock Selections |
Removing Equipment from an Equipment List |
Substituting Equipment from an Equipment List |
Sorting Equipment on your Equipment List |
Printing Forms from an equipment list |
4 Types of Lines on an Equipment List |
Section Header |
Free Text |
Sales Items |
Rental Equipment |
Understanding Equipment Availability |
Conflicts Display |
Advanced Features |
Find Available Dates |
Cloning or Deleting an Equipment list |
Handling Shortages on Returned Equipment. |
Creating document, sending e-mails, and printing |
Printing Reports |
Creating external documents |
Sending e-mails |
Dispatching Equipment to a Customer |
Warehouse Mode |
Dispatching to new Dispatch Note |
Using Barcodes to check out equipment |
Configuring Audio Feedback |
Reviewing what was shipped |
Retail Mode |
Returning Equipment from Rental |
Creating Invoices |
Understanding the Invoice Preview Window Header |
After the Invoice is Created |
Deposits and Financial Information |
Equipment/Deposit Info |
View a Customer's FInancial History |
Receive Money |
Identification Verification |
Money Taken |
Creating Subhires |
Subhire Purchase Orders |
After the Order is Created |
The Planner Book |
The Availability Page |
Overdue Equipment |
Shortages |
Enquiry |
The Equipment Book |
Types |
Attached Items |
Equipment Pictures |
Quick Stock Adjust |
Stock Trail |
Barcodes |
Barcode History |
Category |
Master Category |
Search in the Equipment Book |
Tree View |
The Accounts Book |
Job Summary |
Invoices |
Marking an invoice as Paid or Posted. |
Orders |
Export Invoices |
Export Orders |
Balances |
Money Taken |
The Address Book |
Adding a New Company to the Address Book |
Search for Company in The Address Book |
Adding Customer Information in the Address Book |
Setting Default Conditions for Customers in the Address Book |
The Configuration Book |
Users |
User Rights |
User Definitions |
System Information |
Account on Hold Message |
Address Book Special Fliters |
Barcode Reader |
Delivery Options |
E-mail Settings |
External Documents |
Free Text Defaults |
Numbering |
Financial Settings |
Rental Price Schemes |
Testing the Price Schemes |
Sales Price Bands |
Tax |
More about Taxation in RentalDesk NX |
Currency |
Euros |
Nominal Codes |
Additional Rental Charges |
Depreciation |
Trading Terms |
Deposit & ID |
Equipment Settings |
Stock Adjust |
Stock Trail |
Tests |
Store Location |
Job Book |
Job Types |
Undelete Jobs |
DefaultRentalOptions |
Reporting |
Your Details |
The Standard Report Designer |
Report Explorer |
Configuration |
Publishing |
Export |
Import |
Change Page Size |
The Report Designer |
Functions |
Standard Components |
Data Components |
Default Bands |
Advanced Bands |
Working with SubTotals |
Page Setup |
Working with Mailing Labels |
The Advanced Report Designer |
Basic vs. Advanced Report Designer |
Advanced Design Tutorials |
Creating a New Report |
Installing a New Report |
Understanding the Calc Tab in the Designer |
The Variable Component and Calculation Popup WIndow |
Closer Inspection of Quote Report |
SubReports |
Importing Kit and Addresses |
Importing Equipment |
Importing Customer Information |
Exporting |
Accounts |
Exporting Invoices |
Exporting Orders |
US Taxation |
Exporting Kits and Addresses |
Advanced Interface Design |
Navigation Form Position |
Window Frame |
Colours |
Translation |
Miscellaneous |
Generic Address Form Search |
Check for New Version |
Manual Configuration |
What is the RentalDesk Server? |
Server Settings |
Check for Updates |
Technical Support |
Backup Service |
Backup to Remote Server |
Restore From Backup |