To Summarise
OnRent now allows you to manually complete an order once all items have either been returned or sold. Additionally, you have the option to reopen a completed order if needed.
Please keep in mind if you are invoicing from the system this will complete the order automatically as long as you have invoiced everything to the final movement for example "returned" or "sold".
Follow the steps below to complete or reopen an order.
Setup Process
Go to System Setup
Roles
Go to the Actions tab
Toggle can complete Orders and can Reopen orders to yes
Update role
Completing an Order
Navigate to the Order
Go to the Order.
Select the order you want to complete.
Verify All Items
Ensure that all rental items have been returned.
Ensure that all sale items have been sold.
Complete the Order
Go to Actions.
Select Complete Order from the dropdown menu.
Confirm the action when prompted.
The order status will change to Completed.
Reopening an Order
If you need to make changes to a completed order, you can reopen it.
Locate the Completed Order
Go to the Order.
Use filters to find orders with a Completed status.
Click on the order you want to reopen.
Reopen the Order
Go to Actions.
Select Reopen Order.
Confirm the action when prompted.
The order status will reset to Active, allowing you to make modifications.
