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Contents | Index

• Introduction
• Site Preparation Guide
  • Chapter 1 - Electrical Requirements
    • 1.1  Wiring
      • 1.1.1  Receptacles, Outlets
    • 1.2  Power Conditioning And Electical Noise
    • 1.3  Ups Battery Backup Units
  • Chapter 2 - Environmental Requirements
    • 2.1  Temperature
    • 2.2  Ventilation
    • 2.3  Humidification
    • 2.4  Fighting Static Electricity
  • Chapter 3 - Computer Location
  • Chapter 4 - Server / Workstation Requirements
    • 4.1  Server Requirements
    • 4.2 Workstation Requirements
    • 4.3 FocalPoint Anywhere Requirements
    • 4.4 Peripheral Devices
    • 4.5 Port Requirements For Devices
    • 4.6 Shared Devices
  • Chapter 5 - Network Requirements
    • 5.1 General Network Requirements
      • 5.1.1 Domain -Vs- Workgroup
    • 5.2 High-Speed Internet
    • 5.3 Remote Location Networking
  • Chapter 6 - Remote Access
    • 6.1 Minimum Setup
    • 6.2 Focalpoint Remote Device Manager (Rdm) Licensing
    • 6.3 Driver's License Remote Scanner (Ipscan) Licensing
  • Chapter 7 - Credit Card Processing Site Preparation
  • Chapter 8 - Portal & E-Catalog
• FocalPoint Version Release Doc
• Updating FocalPoint
• Visum Online Support Site
• FocalPoint Backups
  • Backup Consultation
  • Backup with IDrive
• FocalPoint Reference Library
  • Front Counter Menu
    • Order Creation
    • Edit Existing
      • Inside an Order
    • Cash Drawer Menu
      • Drawer Functions
      • Miscellaneous Pay
      • Payment On Account
      • Bad Check List
      • Credit Card Charge Back List
    • Quick Sales
    • Credits
    • Work Orders
    • Reverted Orders List
    • Rental Items Committed
    • Reservation Pick Screen
    • Dispatch Screen
    • Find Screen
    • Dispatching Schedule
    • Rental Schedule
    • Quick Rental
  • Inventory Menu
    • Rental File
      • Rental Global Changes
      • Rental Labels
      • Expensing Rental Quantity and Transfers
    • Merchandise File
      • Quick Add and Quick Add Queue
      • Cross Referencing Merchandise
      • Merchandise Global Changes
      • Merchandise Labels
      • Merchandise Merging
      • Converting Merchandise to Rental
    • Transfer File List
    • Non Stock File
    • Group File
    • Rental Rate Table
    • Manufacturer File
    • Group Message File
    • Rental Rate Table Message File
    • Item Message File
    • Posting Code File
    • Kit File
    • Merchandise Messages
    • ROI Selling Discount
    • Asset Provider File
  • Set Up Files
    • Company File
    • Country File
    • Order Rate Descriptions
    • Expense Codes
    • Insurance File
    • Payment Types File
    • Price Change Codes File
    • Pricing Types
    • Ship Via File
    • Zip Code File
    • Miscellaneous Pay Reasons
    • Interval File
    • Depreciation Codes
    • Depreciation Types
    • Additional Charges File
  • Reports
  • Accounts Receivable
    • Customers
    • Salespersons
    • Adjustments
      • Apply Unapplied Credits
      • Credit Adjustments
      • Debit Adjustments
      • Unapply Payments/Credits
      • ReAssign/Transfer Payment to Another Customer
      • Move Credit By Store
    • Create Service Charges
    • Statements
    • AR SetUp Menu
      • Statement Messages
      • Deposit File
      • Discounts Setup
      • Tax Codes
      • Terms Codes
      • Create Customer Balances
        • Customer Invoice Entries
        • Customer Credit Entries
      • Job Site File
      • Merge Customers
      • Customer Type
      • Customer Tax Type
      • Location Setup
      • Delivery Option Setup
      • Customer Found Type
  • Vendors
  • Purchase Orders
    • Purchase Orders
  • Chart of Accounts
  • Period Processing
    • Export Revenue
    • Internal Checks
    • Manual Monthly Billings
    • Export Time Clock Records
    • Calculate Depreciation
    • Batch Functions
    • Cash Accounting
    • Payments by Order
      • Payments By Order
      • Payments From Other Stores
      • Open Payments
      • Voided Payments List
      • Invoices Paid From Other Stores
      • Unapplied Payments Log
      • Payment Reconciliation List
    • Rental Turns List
  • Management Tools
    • Cash Drawer File
    • Terminal File
    • Store Manager
    • User File
    • Security Groups & Areas
    • Lock Manager
    • Time Clock Adjustments
    • Daily SnapShot
    • Revision Lookup
    • DashBoard
    • Message Of The Day
  • Miscellaneous Functions
    • Quick Sale File Tiles
    • Reset Balances
    • Reset System Numbers
    • Custom Attachment File
    • Recalculate YTD Totals
    • ATB Reconciliation
    • Email/SMS Message Log
    • System Event Log
    • Audit List
  • Service Department
    • Work Order Counter
      • Work Order Customer Tab
    • Inside a Work Order
      • Tech Clock
    • Preventative Maintenance
    • Inspection File
    • Work Order Messages
    • Repair Type
    • Equipment Status
    • Truck File
  • Customer Relations
    • CRM Dashboard
    • CRM Customer File
    • CRM Calendar
    • CRM Call Backs
    • CRM Tasks
    • CRM Availability Screen
    • CRM Order Creation
• FocalPoint Server Manager
  • Services
  • Updates
  • Sessions
  • Processes
  • Exports
  • Database
    • Sandbox Environment
• FocalPoint Training Regimen
  • Setting Up FocalPoint
    • Company
      • Getting Started
      • User File
      • Security Setups
      • Salespersons
      • Cash Drawer File
      • Terminal File
      • Tax Codes
      • Terms Codes
      • Chart of Accounts
      • Company File
      • Payment Types File
      • Pricing Types
      • Interval File
      • Deposit File
      • Insurance File
      • Store Manager File
      • Miscellaneous Pay Reasons
      • Order Rate Descriptions
      • Expense Codes
      • Ship Via File
      • Zip Code File
      • Set up email
      • Special Tax Setup
      • Schedule Nightly Functions
      • Multi Store Nightly Functions
      • Custom Attachments
    • Customers
      • Customer Types File
      • Customer Found Type
      • Customer File
      • Delivery Options and Location Options
      • Statement Messages
      • Discounts Setup File
      • Customer Tax Type File
      • Create Customer Balances
    • Inventory
      • Group File
      • Rate Tables
      • Manufacturers
      • Vendors
      • Rental Inventory
      • Merchandise Inventory
      • Quick Sale Tiles File
      • Messages – Contract and Screen
      • Kits
      • Specification Sheets and Custom Attachments
      • Non Stock importing
      • Consigment Items
      • Images for Inventory
      • Depreciation
      • Convert Merchandise to Rental
      • Merging Merchandise Items
    • Maintenance
      • Work Order Messages
      • Repair Types File
      • Truck File
      • Equipment Status File
  • Front Counter Basic Training
    • Starting Out the Day
    • Searching/Selecting Inventory
    • Create a New Transaction
    • Quick Sales
    • Editing a Transaction
    • Closing Transactions
    • Pickup Tickets
    • Delivery Tickets
    • Exchanges
    • Reverting Transactions
    • Payments on Account
    • Credits
    • Ending the Day
  • Front Counter Advanced Training
    • Monthly / Cycle Billing
    • Automatic Reporting
    • Dispatch
    • Time Clock Management and Reporting
    • Cash Drawer Management
    • Rental Purchase Options
    • Auto Selling Price Calculation
    • Callbacks and Call Notes
  • Back Office Training
    • Extracting Financial Data - Accrual
      • General Ledger Accounts
      • Posting Code Setup
      • Posting Code Assignement
      • Exporting Financial Information
      • Payables, Purchasing and Cash Dispersments
    • Extracting Financial Data - Cash
    • Synchronizing PO's with QuicBooks
    • Paying Taxes
    • Adding an A/R Credit Adjustment
    • Adding an A/R Debit Adjustment
    • Apply Unapplied Credits
    • Create Invoice Entries
    • Create Credit Entries
    • Create Service Charges
    • Creating Statements
    • Transferring QB Invoices to Account Receivable-FP
    • Refund Accounts Receivable Credits
    • Internal refunds
    • Calculate Depreciation
    • Bad Check Processing
    • Billing Stores for Transfers
    • Reconciling A/R
  • Multi Store Training
    • Multi Store General Setup
    • Multi Store Rental Inventory
    • Multi Store Merchandise Inventory
    • Multi Store Transferring
    • Multi Store Operations and Reporting
  • Purchase Order Training
    • Purchase Orders
    • Purchase Order Line Edit
  • Service Training
  • Work Order Counter
    • Work Order Customer Tab
    • Customer Items
  • Inside a Work Order
    • Tech Clock
  • Preventative Maintenance
  • Inspection File
• Installing optional hardware devices
  • Pin Pads for Debit Card Processing
  • Cash Drawer
  • Fingerprint Reader
• Portal & E-Catalog
  • Portal Setup
  • Integrating E-Catalog
  • Custom Domains
    • Domain DNS Setup
• Going Live
• FocalPoint Mobile Edition
• Credit Card Integration
• PartSmart
• About Visum

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