Managing Rental
19 articles
What is an Order?Let's run through quotes, provisional orders and Orders
Changing the Dates on an OrderThis guide explains how to update the dates on an Order
Creating an OrderLet's walk through each step of creating an order
Adding items onto an OrderHow to add equipment and assign rates to your items
Order documentsPrint key documents on your Order
Allocating equipment on an OrderStart adding equipment to your order to build your booking
Adding text itemsWorking with text items on an order
Taking Payments in OnRentIf you have an order and you'd like to take a deposit, payment or refund against, read about how to set this up and use it.
Order DispatchManage and deliver your orders seamlessly
Book your equipment on rentBooking in and booking out items on your order
Sub-Renting equipmentEasily specify that your items are sub rented from third party suppliers.
Digital signature captureGet your PDF documents signed online
Book in your equipment off rentBooking in items on rental orders
Order Return RequestHow to Return Request Equipment in OnRent
Invoicing Sales Items when Booking InThe setting "Invoice After Book In" allows you to issue sales or consumable items to customers but not charge for them until booking in.
Quick Depot TransfersEasily move serialised or bulk rental or sales items to different depots with this quick and handy feature.
Damaged & Lost Item ManagementWhen you mark items as damaged or lost on an order, what can you do next?
Add to BasketEasily create a quick price for your prospects or customers, create a basket then easily convert to an order
Order Items ViewView the items on orders and create dashboards & filters easily