In order to add an Order to the system, please follow the below steps.
Once you start an Order, you can do any the below steps in any order
Starting an Order
Select the " + New Order Button" in the top right hand corner of the Renterra navigation bar (shown above)
Adding the Customer
In the New Order screen, you will see some fields to fill out. Start by Selecting the Customer for whom you are creating the order. You may search amongst existing customers or click "+ New Customer" to add a new Customer to Renterra
If you are adding a new customer, a pop up drawer will appear where you can indicate whether the customer is a Company or Individual and input relevant information. You can also edit a Customer or Contact's information by clicking the pencil icon on their contact card
Selecting the Rental Dates
Select the estimated Start and End Dates & Times. The system will automatically update the Duration of the rental for you. You can also update the Duration directly and the End Date & Time will automatically adjust!
Selecting the Items
Adding items to an order is a simple process that can be done using the search bar under the "Select Items" section. This allows you to easily find and add the specific equipment that a customer has requested. Here's how to do it:
Step 1: Search for the Specific Item
Using the search bar, type in the name or description of the item that the customer has requested. This will bring up a list of items that match your search query.
Step 2: Hover Over Item Description and Availability Status
To get more information about an item, you can hover over its description or availability status. This will bring up additional details such as rates and availability information. This can be helpful when deciding which item to add to the order.
Step 3: Select the Item and Add it to the Order
If the item you are looking for is available, you will see it listed in the search results. To add it to the order, simply click on the "+ Add Item" button next to the item's name. This will add the item to the order and it will appear in the "Selected Items" section.
Step 4: Toggle Between Locations (If Applicable)
If you are a multi-location company, you may need to toggle between the "Current Location" and "All Locations" selections in order to find the item you are looking for. This will allow you to search for items that may be available at a different location.
Inputting Logistics and Additional Information
When creating an order, it's important to provide accurate information about the logistics of the job. This includes whether you will be delivering and/or picking up equipment, as well as the job site address. In this article, we will walk you through how to use the logistics section to ensure a smooth and successful order process.
Step 1: Check the Appropriate Boxes
In the logistics section, you will see two check boxes labeled "Delivering" and "Picking Up." If you will be performing either of these tasks, make sure to check the corresponding box. This will help our team prepare for the order and ensure that the equipment is delivered and picked up on time.
If you are delivering the equipment, please make sure to input the job site address. This will help our team locate the correct location and ensure a smooth delivery process. If the job site does not have a Google Maps address, don't worry! You can manually type in any address you'd like or input a nearby address.
Step 2: Add Additional Information
In addition to the delivery and pickup information, you can also indicate any relevant additional information using the check boxes in the logistics section. For example, you may want to add a damage waiver or add a PO Number. Simply check the appropriate box to include this information in your order.
Creating a Quote or Reservation
Once you have completed the logistics section, you can now create a Quote or Reservation on the right hand side of the page.