How to Create a New Order in the Admin Console

Creating A New Order from the Admin Console:

Step by Step Instructions:

1. Go to the orders tab and click Create Order
   
   
   
   
2. Search for an existing customer or + Add New customer
    
   
   
   
3. If you selected to add a new customer, fill out the new customer form and add customer addresses
   
   
   
   
4. If applicable, add all renter information (drivers license/proof of insurance/custom docs)
   
   
   
   
5. Select a store location 
   
   
   
   
6. Select if you want this order to be a Cycle Billing order (select Automatic Card Payments if needed)
   
   
   
   
7. Add Products to your order > Select delivery or pickup > Add to order
   
   
   
   
8. If tracking by serial units, Assign Unit > Adjust any totals in the order summary you need *only numbers in blue will be editable* 
   
   
   
   
9. Select payment method (credit/debit card/bill my account/cash/check/skip for now). If credit/debit is selected, fill out required information.
   
   
   
   *Note* The Rent On Account feature must be turned on under General Settings > Options for it to be available here.
   
   
10. Add any relevant orders notes
    
    
    
    
11. Create Order
    
    
    
    
12. Once you have created the order you can access it from the Orders tab. To learn about that, click this link: What to do Once an Order Has Been Placed on Your Site