There are three types of orders you can create:

  • Quote 

  • Provisional Order

  • Order

You can convert through these stages and revert at any time. Check out our guide for more information on what each order state means.

Get Started

To create a new order, navigate to Orders > Orders > Add Order.

Here, you will be able to select the type of order you wish to create: 

Quick Tip ⭐️ You can also create Orders from other screens within the application, such as within the accounts screen. Simply navigate to the desired account you would like to create an order from and select the plus symbol to open a new order screen. 

Now you have selected the type of order required you will be navigated to the following screen: 

You can now begin to fill in the details:

  • Account - This is your list of accounts. You can search by account name, account number, contact and address to find the relevant company.  To create a new account, click the Account link which will take you to a new screen. 

  • Billing Place - This automatically pulls through the default billing address from the account, if there are multiple locations associated to this account. Simply select the X and perform another search in the billing place name field to associate another address with the order.  

  • Delivery Place - This is your delivery address and can be one of the following options:       

            - Place - Create a delivery place to add to your address list
            - Free type delivery address - free type the address for quick entry
            - Search for an address - search for a business or address via the global                          address search engine 

Quick Tip ⭐️ You can plan your driver's route or check the distance of the delivery location with the plan a route option above delivery place. This will open Google Maps and show the route between this address and your depot.

  • Order Date - This is the date of order creation 

  • Start Date - This is the delivery date of the order 

  • Charging Start Date - This is the default charging start date against the order items on the order

  • Open-Ended - If the collection or off rent date is unknown, you can make the order Open-Ended meaning it will continue to charge until the order items are off rented. If there is an end date, simply toggle the switch to No and an end date will appear

  • End Date - This is the collection date of the order 

  • Charging End Date - This will have defaulted onto the order items when adding them to the order

Note: if the charging continues past the intended end date, it will continue to charge for the order items until they are marked as Off Rent.

Additional Information 

You can now begin to add in any further information if required, before moving on to add your equipment onto the order. 

Details 

  • Customer Reference - This is a reference your customer may provide such as a Purchase Order number 

  • Depot - This is a drop-down list of the user's available depots to specify which depot this order is for 

  • Ordered By - This is the name of the contact who is ordering the equipment or service

  • Contact Name - This could be the point of contact on a delivery 

  • Invoice Run Code - Run codes are used to group orders for an invoice run. You can select from a drop-down list of existing run codes or create a new one

  • Payment Term - Apply a payment term to set out the conditions under which a seller will complete a sale. This will appear on the order invoice

  • Collection Place - If the collection place is different to the delivery address you can assign an alternative collection place here

  • Project - If this order belongs to a project, or there are multiple orders for the same customer, you can assign or create a project to assign here

  • Owner - This is the salesperson or rental desk employee that is responsible for this order. It will automatically populate to your name however you can assign another user here

Surcharges 

If you need to add further charges to your order such as cleaning charges, simply enable the surcharge groups required by toggling to Yes

Notes

You can add in any further information in the notes section on the order or comments for your colleagues to follow up on. 

When you have finished adding in all of the relevant information simply select Add Order and it will take you to the order overview. You can now begin to populate your order with equipment, book it out and print documentation. 

Check out our guide on how to add items to your order and how to book out equipment.

Want to find out more? Start a conversation using the blue help bubble in the bottom right-hand corner of your system.

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