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FocalPoint Online Help

Whether you’re starting a new order or editing an existing order to modify or close it, the intuitive screens inside an order remain the same to keep the learning curve easy and the efficiency level high.

 

Video References - We encourage you to watch these videos for training purposes

Edit Existing - FocalPoint Desktop

Orders - FocalPoint Desktops (the anatomy of an order in FocalPoint)

 

 

Across the top

Across the top of an order, there are two tabs, Main and Customer. Below this area, you will see the customer’s general information, email address, terms, and credit information.

 

 

 

Main Body of Order Screen

Moving down further, you will see 8 tabs, each containing information about the order, logically divided, for your convenience. At the very bottom of the screen, you can always see running totals of the order.

 

hmtoggle_arrow0        Header

 

 

hmtoggle_arrow0        Shipping and Dispatching

 

hmtoggle_arrow0        Detail Lines

 

hmtoggle_arrow0        Totals/Pay History/Refunds

 

hmtoggle_arrow0        New Payment

 

hmtoggle_arrow0        Documents

 

hmtoggle_arrow0        Custom Attachments

 

hmtoggle_arrow0        Images

 

Doing a Return

To return items, click on the return button at the top of the screen that was mentioned earlier. A new “Return Lines” tab will be available, and you will still have access to the totals screen, new payment screen, and images screen.

 

ReturnLinesNET

 

On the right side of the Return Lines screen, you will see a “Back” column, where you can determine what is back, and what is still out. When you start the return process, by default, all rental items will be considered “returned”, and all merchandise items will be considered “not returned”. You may check or uncheck these boxes as needed, or you can right click on any line to over-ride prices, adjust quantities returned, sold and still out. Calculation notes will show you how the charges were calculated. You also add or change line notes, and see original rates.

 

Once you’ve finished procesing the return, you can use the new buttons at the top of the screen to save order or print multiple or single copies of the closed order.