Orders
Setup the Order
37 articles
- What is an Order?Everything you need to know about Orders, Quotes, and Provisional Orders in OnRent Go.
- Creating an OrderA step-by-step guide to setting up your Order header and getting your rental off to the right start.
- Changing the Dates on an OrderHow to update transport and charging dates on an Order and apply those changes to all Order Items at once.
- Adding items onto an OrderHow to use Quick Pick to search your catalogue and add products, services, and items to an Order in just a few clicks.
- Adding text itemsHow to use text items to quickly charge for one-off or ad-hoc items without creating new products in your catalogue.
- Allocating equipment on an OrderHow to assign specific serialized assets to your Order Items and ensure the right equipment reaches the right job.
- Batch AllocationHow to allocate multiple Order Items at once and speed up the allocation process on large Orders.
- Order DispatchHow to manage deliveries, capture signatures, and get equipment booked out on rent.
- Order Return RequestHow to request, manage, and confirm equipment returns from one central place.
- How to Create a ProjectWhat is a Project and How to Create Projects
- Discount CategoriesHow to set up and manage automatic percentage-based discounts for products and accounts in OnRent Go.
- Easily Update Order Item DatesHow to update delivery and charging dates across all Order Items in one go at the point of dispatch.
- Return Request Signature ConfirmCollect return signatures without confirming. Review later, confirm with shortcut, and track damaged/lost items accurately.
- Book in your equipment off rentBooking in items on rental orders
- Popup Order NotesHow account and place notes automatically surface during Order creation so nothing important gets missed.
- Completing and Reopening an Order ManuallyComplete your orders manually
- Account notes when creating OrdersHow account notes are automatically displayed when creating an Order directly from an Account page.
- Rental Item ExchangesSwap rental items mid-hire with ease—charges, accessories, and tracking all handled automatically.
- Order Identification OverviewHow to set up and use customer ID validation within your Order workflow to support compliance and reduce liability.
- Credit Checks and Credit Limit ControlsOnRent Go automatically monitors each customer's credit position as Quotes, Provisional Orders and Orders are created and processed. It warns your team when a customer is over their limit, and…
- Return Items to a Different Depot
- Excess Use ChargingExcess Use Charging allows you to automatically track, calculate, and bill customers for usage that exceeds the included hours on a metered product. Follow the steps below to set it…
- Klipboard Money Card TokenisationUse customer card tokens to take payments
- Klipboard Money Tokenised Billing in the Inoice RunAutomatically charge customers with tokens and invoice runs
- Refused Safety AccessoriesProvides auditable proof that safety equipment were offered and declined, reducing liability, supporting compliance, and ensuring safety discussions are clearly documented at customer sign‑off.
- Use Product Search to add items to an OrderProduct Search lets you find and prepare several Products, Stock Items, Services and Resources before adding them to an Order
- Project Purchase OrdersA new Purchasing tab is now available within Projects. This update brings all purchase orders related to a project into one central location, making it easier to track procurement activity…
- Mandatory Movement PhotosPhotos can be required when signing product movements (e.g. dispatch, book out, returns), ensuring accurate visual records are captured every time. These images are also automatically included on customer-facing documents.
- Proforma Invoicing & Pre-Payments WorkflowLearn about creating a proforma invoice and managing pre-payments.
- Copy Stock Level Description to Order ItemYou can now save time when adding item information to orders by copying descriptions directly from the stock level record. This allows you to quickly include specifications and details on…
- Barcode Scanning in OnRent GoLearn how to allocate items using a barcode scanner
- Configure and respond to margin threshold warningsMargin threshold warnings help you identify rental Product lines that may not be achieving your desired profit margin. OnRent Go checks each eligible line against the configured margin levels.
- Cascade Order DatesThe Cascade Order Dates setting controls how date changes are applied across an order. When enabled, updating an order date automatically updates related items. When disabled, dates can be managed…
- Apply a header discount to a Rental OrderHeader Discount lets you enter one discount percentage against a Rental Order instead of entering separate discounts on each line. OnRent Go applies the percentage to each eligible line, then…
- Penny Elimination (Cash Rounding) in OnRent GoThis guide covers how to configure Cash Rounding, take rounded cash payments, and post the resulting adjustments to your linked finance system.
- Swap Item on DispatchUse Swap Item on a prepared delivery to replace uninvoiced equipment before dispatch confirmation. The movement updates automatically, preserves delivery details, and records the change for auditing.
- Advanced Depot TransfersLearn how to create and manage staged stock transfers between depots, from planning and allocation through to dispatch and acceptance.