Create a rental order
Quote a rental with the customer, dates and products, let Owlvix work out the price and deposit, then confirm it to reserve the items.
A rental starts as a quotation with the customer, the pickup and return times and what they take. When the customer agrees, Confirm reserves the items for those dates.
Steps
-
Open Rental and click New rental.
Click "New rental" -
Pick the customer. Type a few letters of the name. A new customer? Click New customer.
Pick the customer -
Set the pickup and return. Pick the date and the time for each and click Done.
Pickup and return -
Add the products and quantities. The price is worked out from the rental prices for the length of the rental (shown under the product). Type a price per unit to change it.
Products and quantities -
Check the deposit and add notes. Leave the deposit empty to use the products' deposits.
Deposit and notes -
Click Save quotation, then Confirm. The rental is Reserved: the items are held for those dates. Print the Rental agreement for the customer to sign.
Save and confirm
Note When not enough items are free for the dates, the order says how many are short. Change the dates or quantities; a manager can book anyway.
Good to know
- Quotations don't hold stock. Only confirmed rentals count on the schedule.
- Create invoice bills the rental as soon as it is confirmed; you don't have to wait for the return.