Understanding and Managing Orders

Modified on Sun, 23 Jun, 2024 at 12:22 PM

Overview

The order screen is a versatile tool that allows you to manage customer information, view and filter orders or rentals, and perform various actions related to bookings.

Searching Orders:

Default Filters: By default, orders are filtered by "Approved" and "Processing" status.
Order Statuses:
- Pending: Orders added to the cart but not completed.
- Declined: Orders where payment was declined.
- Refunded: Orders that have been refunded.

Use filters to search orders by status (pending, declined, refunded) and search by order number, date range, customer details (first name, last name, email, phone number, billing address).

Order Details:

Click on an order # to view details like order number, status, and source.

Order Transactions:

View transaction history, including captured payments and holds.
Manually capture, release, charge, or refund funds as needed.

Order Notifications:

Send Confirmation Email
Send Email Document Request
Upload photos and send pickup confirmation emails.

Quick Order Items

Items Added to Order

This section is where you can see each line item that has been added to the order. Each line item shows:

QTY (Quantity): The number of units for that item.
SKU: The stock keeping unit identifier.
Item Name: The name of the item.
Price: The price per unit of the item.
Schedule: The start and end date of the rental unit, if applicable.

Cost Breakdown

Understanding the costing breakdown of each order is crucial for both managing finances and ensuring transparency with customers.

Here’s a detailed look at the components involved:

Subtotal: This is the total cost of all rental items and add-ons before any taxes or fees are applied.
Tax: The tax amount applied to the subtotal based on the applicable tax rate. This ensures that all necessary taxes are accounted for in the total cost.
Delivery Fee: If the rental involves delivery to a customer, this fee covers the cost of transporting the rental item(s) to the specified location.
Processing Fees: A fee charged for processing the order. This could include administrative costs or payment processing fees.
Grand Total: This is the final total amount, including the subtotal, tax, processing fee, and delivery fee. It represents the complete cost that the customer is responsible for paying.
Paid: The amount that the customer has already paid. This could be the full amount or a partial payment if the order allows for deposits or installment payments.