How to Process Rent Orders

In this topic, we'll show you how to process Equipment Rent orders.

  1. Click on the Equipment Management module from the left  navigation.

      

  2. Click on Rent Orders.

      

  3. Click on the Create New Rent Order button located on the top right corner of the screen.



  4. Enter a customer id in the Customer ID input box.



  5. Click on the Designated Reviewer box.



  6. Select the checkboxes next to the reviewer names and then click on the Add button.



  7. Click on the Equipment Vendor drop down and select the equipment vendor from the drop down list.





  8. Click on the Attention box filed.



  9. Select the checkboxes next to the assignee names and then click on the Update button.



  10. Click on the Attach Files drop down.

      

  11. Select the Attach From Computer option and select the files that you want to attach with the Rent Order.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.



  12. Click on the Add Equipments link.

        

  13. Select the checkboxes located next to the IDs of the equipments that you want to order and click on the Add button.

      

  14. Enter the estimated quantities of the equipments in the Estimated Quantity input box.

      

  15. Enter the rates in the Rate input box.

      

  16. Click on the Date field and select the rental start and end dates from the calendar.

      

  17. Click on the Process Rent Order button.

      

  18. Rent order will be successfully processed.


Save

Feedback and Knowledge Base