Step By Step Instructions:
- Go to Orders > Create Quote
- If applicable, select store location > add Quote expiration date
- Search for customer or add new customer (fill out new customer form and add billing/delivery addresses)
- Add Renter information/Proof of Insurance/Custom Docs if required
- Select if this will be a cycle billing order. If yes, select if you would like automatic payments turn on
- Add all products to the quote > Add the rental end and start date/time > Select pickup or delivery > Add to order
- Add units to all products (only applicable if using Tracking by Serial Units in General Settings) > edit any fees, discounts, taxes, delivery rates, etc. as necessary.
*Note* Only numbers in blue can be edited - Create Quote
The customer will receive an email with the quote at which time they can approve the quote. If you are wanting to approve the quote manually, follow these steps.
- Return to the Orders screen to see the quote
- Approve the quote from the orders page or click into the quote to approve
8. You have now successfully generated an order via a quote!