Knowledge

This guide will walk you through the step-by-step process for customers to create rental orders using the customer portal.

Note: The order created on the customer portal applies the Discount type: Before Tax.

• Step 1. Go to Admin Portal → Rental Module → Settings → Other Settings.
  • Select the notification recipients for new orders at Notification recipients for the order.
  • Select the notification recipients for customer comments on product details in the customer portal at Notification recipients for the product.
  • Check the option Show public page so customers can create rental orders on the customer portal.
  • Click Save.
• Step 2. Go to Settings → Prefix Settings to configure the rental order prefix.
• Step 3. Create a Promotion or Voucher program if needed.
• Step 4. Login to the Customer Portal → select to add products to the cart.
• Step 5. On the product list page: Choose the product to rent → click Rental Now → select product variants if any → select rental period (Rental From and Rental To) → enter quantity → click Add to Cart. Or, click on the product to view detailed description and comments for additional information. Then select product variants (if any), rental period, and quantity, then click Add to Cart. Note:
  • The rental quantity cannot exceed available stock.
  • The rental price will display according to the selected product or variant.
• Step 6. Go to cart → click Rental Order.
• Step 7. Enter a voucher code if available and click Apply.
  The tax will be calculated after discount. Tax = %tax * ( Line total  - discount)
• Step 8. Click Order to place the rental order. ⇒ The order will be confirmed and an invoice will be automatically generated. The rate shown on the invoice reflects the value after the discount has been applied. Successfully created orders are saved under Order List menu → Approved tab.
• Step 9. Go back to Admin Portal → Rental Module → Rental Orders → view order details.
• Step 10. Click Create Export Stock to create the delivery voucher. Alternatively, you can manually create the delivery voucher from the invoice in the Inventory Module → Inventory Delivery Voucher to ship the products. Or you can also enable automatic creation of delivery vouchers after invoice creation by going to Inventory Module → Settings → General → Receiving & Delivery, then check the option Create an inventory delivery voucher note when the Invoice is created The delivery voucher will be created automatically as long as there is at least one product available in stock.
• Step 11. Change the order status to Finish to allow creating return orders from this rental order.