Creating a Manual Reservation Order
- Note: Before starting, make sure to activate the Rentals and Units app in your account.
To create a manual reservation order, follow the steps below:
- Select “Rental and Unit Management” from the main menu.
- Choose “Reservation Orders“.
- Click on the arrow to the right of the “Add Reservation Order” button.
- Select “Add Manual Reservation Order“.
- Add the reservation order details as follows:
- Reservation Order Number: An automatic serial number is created for the reservation order.
- Generate Automatic Invoice: You have the option for the system to automatically generate an invoice upon creating the reservation order or not.
- Unit: Choose the unit to be rented.
- Client: Choose the client who will book/rent the unit.
- Start Date and Time: Specify the start date and time of the booking/rental.
- The Currency: Select the rental price currency.
- Tags: Add tags that help you quickly access the booking order.
- Notes: Add your notes on the booking order.
- Attachments: Add attachments to the reservation order, up to a maximum of 5 megabytes.
- Click the “Save” button.