ORDER MANAGEMENT

RentMaster gives you 2 options to manage your reservations - quotes and orders.
Quotes are useful when the customers just want some pricing information and are not ready to place an actual order yet.

Quotes

RentMaster requires minimal information to make a quote. You enter the customer name and phone number, specify event's date and time and select the inventory items. You can easily turn any quote into an order - just click on the 'Move to Orders' button and RentMaster will move the quote information to orders database and will ask for additional information to complete all necessary fields for the order, such as complete customer information and address, delivery type, surface type and so on.
Before moving any quote to orders database RentMaster verifies that selected inventory items for the specified date are still available for rent and will give a warning if even one item is not available anymore.
Also, if RentMaster finds an existing customer with the same name or phone number, it will automatically use the existing customer information and address to complete the order.

To search for a quote you can quickly sort any field alphabetically by clicking on the column's header or locate the quote by clicking on a cell and typing the first characters of the field - RentMaster will try to located a record that matches with the typed text.

PREVIOUS

CONTINUE