How to process an order

This article will describe how to perform the order fulfillment process in a “clean” way (orders that do not require special operations like handling delays or damages). It includes tips on how to process and close an order in an efficient manner.

• You can manage an order in 2-3 clicks
• You can mark all the rental products at once as PickedUp or Returned, in case of orders with more items
• You can send a pickup and/or a return notification-email to the customer in one go
• You can close an order in the same go (valid for orders with no special operations such as damages, delays, extra fees, etc.)

How does it work?

Step 1: The user places an online order or the manager creates a manual order

(Optional)

Step 2: You can prepare the order and perform several related actions

• Prepare products and mark them as such: set the item status to Packed and delivery status to Ready for Pickup

  

• Print labels to mark each delivery, if needed - like this:

Print the entire packaging list and attach it physically to your order, if needed - like this:

If your business requires so, allocate specific inventory items

Steps 3 and/or 4: Perform the delivery Pickup action or Return actions

• You can optionally choose to register the PickUp or Return actions or both 

• Click on the Pickup or Return action button on the top right of your order page to initiate the process

  

  Select either all deliveries (pre-selected) or some deliveries in the order

  

  Note: If deliveries are grouped (because of same dates, location and name) then you can also choose to select the entire group

• Finalize your Pickup, Return or Return & Close action by using the floating bar that will stay with you while scrolling up or down

  

• The bar will display the number of selected deliveries
• You can opt to send a notification email to the customer to confirm the pickup or return action
• Specify a custom timestamp for the event, if that happened earlier than your admin registration (default will be current time)

• Return & Close action: You can also close the entire order if all deliveries are selected, there are no items marked as damaged and there is no deposit to be released
• A confirmation popup will ask you to confirm your action
  
  

Tips

We encourage many bigger companies to take a closer look at our order tags feature. Examples where it can add value:

• Projects
  • If a company has a lot of different orders under the same project, using a project order tag can easily give a good overview
• Long term contracts
  • If you rent out equiptment for several months, and want to send an invoice each month, you could do that, by only selecting one month range when generating an invoice base.
  • To keep track over what orders are long term, and what orders have been generated invoice bases for, for a given month, you could create one order tag called "Long term", and one tag called "Invoiced generated June 2024" (and similar for other months).

After creating an order tag you could easily search for it on the Orders page:

Tips: You could download the order as a contract - see this link.