Order Creation Process

This document outlines the process of creating an order in the system. You will find detailed steps here to help you accurately configure and fulfill an order, customizing every aspect according to your needs.

Step 1

Start by creating a new order. Select the rental dates.

Step 2

Specify the start date and the end date of the rental.

Step 3

Choose the branch where you want to rent the equipment.

Step 4

Proceed to the next step.

Step 5

Select the product category you wish to rent.

Step 6

Equipment will be automatically assigned according to availability.

Step 7

You have the option to change the equipment to another available one.

Step 8

Add a percentage or value discount if necessary.

Step 9

Modify the delivery cost, which is set by default according to the branch.

Step 10

Adjust the default daily rate, sourced from the product category settings.

Step 11

Modify or add additional costs.

Step 12

Information is automatically retrieved from branch settings. In the additional information section, select a customer from the database or add a new one. These fields come from Custom Fields, which allow you to add necessary information to the order, such as delivery or pickup time of the equipment.

Step 13

On the right side, there is an order summary. You can create transport and decide whether the customer should receive automatic emails, such as reminders. Check the total cost of the order, including delivery, taxes, and additional options.

Step 14

Verify that dynamic pricing rules, such as additional charges for Saturdays, have been correctly applied. Choose the payment method – online or cash. VAT is drawn from the system's general settings. You can also change the amount of the prepayment.

Step 15

Assign a person responsible for the order, who will receive a commission. Finally, verify the customer's details. The order is saved and created.