Orders

• Creating Manual Orders

  Creating manual orders You can create a new order at any time by clicking the + ORDER button in the top right corner of the orders page. Note: Until an order is Reserved it will have the status NEW . It will not be visible in the list of orders, and clicking the + button will always take you back to this order. Assign a customer to an order You can search for an existing customer or create a new customer right from the order screen. YSome readers

• The Fleetwire Order Workflow

  When to use which order status and what each order status doesFew readers

• Reserving and saving orders

  Reserving and saving orders Save orders for later or reserve listings to prevent overbooking. Initially, every manual order has a status of NEW . It doesn't appear in the Order screen and doesn't have a booking ID. Unless the order is canceled, you'll want to Save as concept, or Reserve it to prevent overbooking. Save as concept - The order is saved, but the items areFew readers

• Registering pickups and returns

  Registering pickups and returns Keep track of what's in-house and what's out with your customers. As a rental company, you'll want to know where your inventory is at any given time. That's why it's important to keep track of pickups and returns. Customers picking up items When a customer picks up an order, click MARK PICKED UP in the top right of the order screen. ReturFew readers

• Adding a listing to an order

  Adding a listing to an order Click the ADD A LINE button on the invoice card. If you selected a rental period, you'll see if the listing is available for that period. Availability A listing's availability always depends on the order period, meaning you can't see availability details until an order period is specified. Note: Click the availability indicator to view the availabiFew readers