RC New Rental Order

Admin Dashboard > Rentals > New Rental Order

Purpose of the Feature

The New Rental Order feature in the Admin Dashboard is designed to create and manage rental orders efficiently. It allows administrators to reserve items for customers, specify rental durations, apply discounts or surcharges, and finalize payment methods. This tool ensures accurate tracking of rental inventory and customer orders.

How to Use the "New Rental Order" Feature

Step 1: Enter Customer Information

• Use the search bar to locate an existing customer by name, email, or company.
• If the customer is new, click Add New Customer to proceed to the order page.

Step 2: Add Rental Items

• Click the Add Items button to browse the catalog or search for specific products.
• Review the availability of items for the desired rental period.
• Specify the quantity and rental duration for each item.
• Optional:
  • Add related services or accessories.

Step 3: Configure Rental Details

• Set the rental Start Date and End Date.
• Confirm rental rates for each selected item.
• Optional:
  • Adjust rates.
  • Apply discounts or surcharges.
  • Add custom charges if applicable.

Step 4: Verify Customer Details

• Ensure the following information is completed accurately:
  • Customer’s full name.
  • Email address.
  • Contact number.
  • Billing and shipping addresses.

Step 5: Select Transport & Handling Options

• Choose from available options:
  • Store Pickup: Customer will pick up the items.
  • Delivery & Pickup: Arrange delivery and pickup for rental items.
  • Custom Transportation: Specify custom logistics with pricing details if applicable.

Step 6: Add Notes or Special Instructions

• Use the Order Comments section to:
  • Include internal notes for the team (not visible to the customer).
  • Add special instructions for the customer, such as delivery specifics or handling preferences.

Step 7: Confirm Payment Details

• Select the payment type.
• Choose the payment method (e.g., credit card, cash, etc).

Step 8: Review the Order Summary

• Check the Items Ordered and Order Totals panels for:
  • Item descriptions and quantities.
  • Subtotal, taxes, total cost.
  • Applied discounts or custom charges.
• Ensure all details are correct before finalizing.

Step 9: Submit and Finalize the Order

• Select optional notifications:
  • Email Order Confirmation: Send a copy of the order to the customer.
    
  • Signature Request: Request a digital signature for confirmation.
  • Driver's License Request: Verify the customer’s identity.
• Click Submit Order to finalize:
  • Reserved items will be marked in the system.
  • Notifications and confirmations will be sent to the customer.