Working with Sales Orders

Creating a Sales Order for asset rentals involves entering customer details, rental dates, and asset information, with automatic calculation of rental rates and durations. Additional costs and notes can be included, and the order can be saved or sent directly to the customer with email notifications. This process ensures accurate and streamlined management of rental agreements.

Here is a reference video:

Step by step instructions to create Sales order from scratch

• Goto  Manage Rental menu

• Click on Sales Order option

• Click on New Order button at top right button, to start with blank form

• 1st section is Details to fill up the data like code date etc which are auto filled up and can be modified

• You can add Tag if already setup

• In the customer type the name. If it already exists then it will show suggestions. If not, you can create new with minimum details like customer name, phone number & email.

• For new, fill up the Bill to address and Ship to address

• Now in the Asset Rental section, Put the rent out date and expected return date, it auto calculate the duration of month, week, day hour

• Type asset name under equipment code. You can add multiple assets using add asset button

• It will calculate the exact rate for the period

• Add the signature, signatory name and date

• Add the other cost like Miscellaneous cost, Labour cost

• Add note, attach file if needed

• Save it. If you want to send the email notification of sales order directly on saving. Check on the  send to customer checkbox. 

• Check on the  the third checkbox to show the sales order at customer panel either on app login or web login