Order Creation

Depending on if a customer is selected or not depends on which buttons are displayed

With Customer selected

•Current Store - Shows the store that you are currently logged in to. If the user is set up as a "floater" in the user file, then you can choose the store that you are creating the order for.

New Customer

•Quick Add - Click this button to add a new customer with selected fields

•Scan ID - Click this button to invoke the driver's license scanning process

•Loyalty Lookup - Click this button to lookup a customer based on their Loyalty number *Only available with our Gift Card/Loyalty Module option

Cash Customer

•Sale Only - Creates a Sales Only order as the Defined Cash Customer

•Quick Sale - Starts the Quick Sale as the Defined Cash Customer

Order Creation

Click any of these icons to start your order. You must select a customer before starting an order. Selecting items before starting an order is optional, as you can always add items to the order after you have started it.

Miscellaneous

•Open Drawer - Click this button to open a cash drawer that is set up to work with FocalPoint.

•Gift Card Balance - Looks up the balance on an active Gift Card

•Web Quotes - Click on this button to import a quote that was generated from FocalPoint's eQuote functionality in the customer portal. *Only available with our E-Catalog Module option

•Close - Click this button to close the screen

Global Search

Searches for the name, phone or loyalty in any Customers, Contacts or Authorized users.

Grid View

OrderCreationCustomersBodyNET

In the grid view section of the customer's tab, you can search for customers by entering search criteria in any of the blank fields at the top of each column (highlighted in yellow in the image below for illustration purposes only).

You can also use the Global Search function to find any matching name, phone or loyalty in Customers, Contacts and Authorized users. To select a customer, simply check the little blue box next to the appropriate customer.

You may also right click on a customer to edit the record, for times when a customer has an address or phone number change an you need to update your records.

OrderCreationItemLookupNET

The Item Lookup tab allows you to select items before the order is started. In the body of this screen, the results displayed will vary, depending on whether you were searching for Rentals, Merchandise, Non Stock, Rate Table, Kits, or Rental Saleable Items. Information for each type is shown below.

As you double click on items, they will be added to the lower section of the screen. You can use the Clear Items button to clear all selected items, Walk Out Price to see the walk out price of all selected items, or click on the Create Transfer button to initiate a transfer of all selected items to a different store.

Search For

In the SEARCH FOR area, you can search for Rental, Merchandise, Non-Stock, Rate Table, Kits or Rental Saleable. Rental Saleable Items are Items that you can put in the rental file but flag them "for sale only".

Search In

The items in the "Search in" area will change depending on what you are searching for as determined in this section to the left.

•Rental or Rental Salable - Search by description, part number, equipment ID, barcode, serial number, rental rate, group or item number.

•Merchandise - Search by description, UPC, part number, manufacturer, SKU, retail price, extended price or Top 20

•Non-Stock - Search by description, UPC, part number, manufacturer, SKU

•Rate Table - Search by Description, Item Number or Top 20

•Kits - Search by description or Item number

Search Type

•Quote - A non-binding document that has no effect on availability, but can be later converted to a reservation or an order when the customer wishes to do so.

•Reservation - An order with a future starting date, similar to a reservation for a rental car or a seat on a plane.

•Order/Contract - A contract, is an active, open rental agreement.

Create

Depending on the search type depends on which button is shown, when you click on the button in the Create section, you will be taken inside the order.

•Fast Payment - Does the same thing as the create but also takes you right into the point to collect payment.

PartSmart

•Open - Will take you to the PartSmart screen.

•Pick List - Will show a list of pick lists that were transferred from part smart to FocalPoint.

Miscellaneous

•Lost Rental/Sale - Allow you to enter a lost rental or sale. As a reminder, this entries are on the Lost Sales and Rental Report

•All Over-Bookings - Searches for any overbooked items within the dates you specify on this screen.

•Preview Over Bookings - Print or preview the list of overbooked items within the dates you specify on this screen.

•Open Drawer - Open the physical cash drawer.

•Close - Close this screen.

Header

•Length - The primary purpose of the Rental Length field is to help determine the date and time due. This field is not mandatory, and rest assured, if your customer decides to keep your items for a longer or shorter period of time, FocalPoint will calculate charges based on actual time, not estimated time. Use this field to help you when you customer tells you that he or she will have the item for 1 day, 3 days, 4 hours and so on, or blank this field out if you desire.

o1 Hour - 6 Hours, 1 Day - 1 Month - FocalPoint will set the date/time due to adhere to your rental length as closely as possible, avoiding any days/times that you are closed.

oOver Night - FocalPoint will set the due date to tomorrow, and the due time to the time that you have set in the overnight due time field in the first tab of the store manager file.

oSaturday to Monday - FocalPoint will set the due date to the day after tomorrow, and the due time to the time that you have set in the Saturday to Monday due time field in the first tab of the store manager file. Typically this would only be used if you were creating the order for a Saturday.

oFriday to Monday - FocalPoint will set the due date to two days after tomorrow, and the due time to the time that you have set in the Friday to Monday due time field in the first tab of the store manager file. Typically this would only be used if you were creating the order for a Friday.

oOpen to Close - FocalPoint will set the date/time due to the end of the current day.

oEvents - When chosen for the rental length, you are given the opportunity to set the number of days in the event. The default for these event days is in the hours tab of the store manager file, C-4 from the main menu. There are also three event rates that can be used. Rate 1 will use the daily rates for the items. Rate 2 will use the weekly rates, and Rate 3 will use the monthly rate for the event.

oSpecial Rates 1 through 7 - The due date and time is set to 24 hours from the start date and time, and the due date and time can be adjusted manually. When you create a quote, reservation or contract, you may select S2, for example, for your rental length. All items that have an active S2 rate that are added to the order will override to this rate, and no matter how long the contract is open, this rate will be charged to the customer. All items on the contract that do not have the S2 rate will use the normal rates on the "Set-Up" tab.

•Out Date/Time and Due Date/Time - This fields are extremely important on this screen. As you search for items, FocalPoint will calculate whether or not items are available based on these two fields.

Important - when you search for items on this screen, the status of the items (like "available", "on rent" or "in shop") are related to the date fields. You are using this screen to search for items that are available between the out date and time and the due date and time. If you select items, you cannot change the dates until you clear the items from the Selected Items area. If this was not required, you would run the risk of overbooking.

•Delivery Date/Time and Pickup Date/Time - If you check the check-boxes for delivery or pickups, availability will be calculated based on these dates/times instead of the out date/time or due date/time. As you search for items, FocalPoint will calculate whether or not items are available based on these two fields.

•Search - With the date and time due and out fields set, you may search for items by whatever criteria you chose above. You can search by simply entering the first few characters of the description, then pressing enter or clicking on the search button.

Or, if you do not know what the descriptions starts with, you can pre-empt the description with a percent sign ( % ) and search for any string of characters within the description.

Once you've entered the text you wish search for, press ENTER.

•Reset - Use this to reset all dates and times, and start the search process over.

OrderCreationRentalCalendar

The Rental Calendar tab allows you to see the calendar for the rental item you have selected from the Item Lookup tab.

Navigate

•Backward - moves the calendar back depending on the view selected

•Forward - moves the calendar forward depending on the view selected

•Go to Today - goes to the current date

•Zoom In - Shows less information based on the selected view

•Zoom Out - Shows more information based on the selected view

Arrange

•Day View - switch to a day view of the calendar

•Work Week View - switch to a work week view based on your store hours of the calendar

•Week View - switch to a Mon - Fri view of the calendar

•Month View - switch to a month view of the calendar

•Timeline view - show information in a hourly time line

Group By

•Combine by Rate - Combines individual rental items into their assigned Rate Table

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