While there is no strict regimen embedded in FocalPoint for you to start your day, the following areas should be considered

 

Enter your starting cash drawer balance.

In order to obtain a reliable ending cash drawer balance, it's best to confirm the beginning cash drawer balance. Once you've counted your beginning balance, you may either enter it by going to Enter Drawer Balance, 1-4-8 from the main menu, or you will be prompted for the starting cash drawer balance immediately prior to taking your first payment in FocalPoint for the day.

 

Prepare for immanent transactions

Use the Rental Schedule, 1-F from the main menu, to see upcoming transactions for the day. When the rental schedule opens, you will see a calendar view for the month. Each day will show the number of orders that will be starting, and number of items that will be going out.

•Use the tools on the top bar to toggle stores, filter deliveries/pickups/customer pickups, or change the date.

•You can filter out items be event/non event criteria.

•You can filter transactions by orders or reservations.

•Use the navigation tools to adjust calendar setting.

•If you double click on an "Orders" entry on a day, you will be shown all orders, and you can go into any order you double click on. The same is true with items.

 

Helpful reports to run (#4 from the main menu) - None are mandatory, and there are certainly many to choose from, but here are a few that might be helpful

•Delivery/Pickup

•Equipment Re-Rent by Item (to monitor anything you've re-rented from other vendors)

•Late Equipment

•Items Returned by (Due) Date

•Reservations/Open Orders