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Orders
This is the home for questions about order creation, equipment availability, reservation statuses, contracts, order modifications, cancellations, and more.
25 articles
How do I send a Customer a Quote?
How do I create an Order?
How to print or email the rental contract for e-Signature? How to mark a printed contract as signed?
How do I set a fixed price for an Item on an Order so that is unaffected by rental duration?
How do I view key documents (e.g. signed contracts, invoice history) on an Order?
How do I edit the Point of Contact or Logistics on an Order?
How do I do a Quick Sale?You may want to do a Quick Sale rather than a New Order if you are only selling Items.
How to Call-off, Extend, or Check-in items on Rent?
How do I edit the times on an Order?
How do I view a timeline of an Order? Where do I view inspection photos?
How do I change or add the Point of Contact for an Order? How do I adjust my Point of Contact’s info?
How do I re-rent equipment from partner organizations?
How do I add or delete an item(s) to an existing quote or reservation?
How do I add / take photos for an Order not in the context of a delivery, pickup, or check-in?
How do Item Substitutions work?
How I edit item dates individually on an order?
When can you Swap a Customer?
When can I Close an Order? How do I clear an Outstanding Balance so I can Close an Order?See below on closing orders, which is an important step to have the correct information on your ledger.
How do you add multiple Items to an Order? How do you add additional Items to an Order once it has already been created?
How do I change if Call-Off is required just for Delivery Orders or for all Orders?You may wish to have Call-Off be possible even when the customer is dropping off the item. To do so, please follow the below steps.
How do I prevent the Check Out/ Call Off/ Check In Time from updating my billing times?Follow the steps below in order to keep the billing times the same when checking out, calling off, and checking in
How do I automatically extend my cycle billing Orders? How does auto-extension work?Follow the steps below in order to have cycle billing Orders auto-extend
How do I see if Contracts or Invoices have been sent already?Follow the steps below to see if Contracts or Invoices have been sent and by who.
What is an Order's 'Owner'? What is a Work Order's 'Owner'?
Can I create an Order in Renterra that is indefinite or does not have a known End Date?