RentalDesk NX
Keyword Index


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

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