Orders & Quotes
By Jessica and 2 others3 authors26 articles
- Creating a Transaction (Quote or Order)
- Quote List
- Converting a Quote to an Order
- Renting Out an Order
- Receiving / Returning Orders
- Creating Projects
- Transactions
- Editing the Price of Products on a Transaction
- Discounting an Order Total
- Setting Up Quote-to-Order Conversion Thresholds in RentopianYou can customize the conditions for quotes to automatically covert to an order using invoice terms or client type
- Automated Quote Expiration & Email RemindersAutomatically expire quotes and send reminder emails in Rentopian. Keep clients informed to encourage timely decisions.
- Using the Share Option on Quotes and OrdersEasily generate direct links to quotes or orders in Rentopian. Share them via text, messenger apps, or email for faster client actions.
- Using the Auto-Extend Feature in RentopianEnable Auto-Extend to renew orders automatically or extend monthly in Rentopian, creating new orders after each rental period.
- Editing Returned OrdersEdit returned orders in Rentopian - revert returns for full changes or tweak quick fields (project, label count, etc.) without unlocking.
- Applying a Credit to an OrderAdd a negative fee to credit an order, balance totals, and process refunds without leaving amounts due in Rentopian.
- How to Create and Manage Automated Tasks in RentopianLearn how to create and manage automated tasks in Rentopian, including conditions, deadlines, and tracking tasks.
- How to Resolve Issues with Blocked Quotes Review in RentopianResolve blocked quotes in Rentopian caused by overbooking or review days. Learn how to unblock and resend request for review.
- Transaction (order/quote) TemplatesSave repeat transactions as templates for manual or automated order creation via address-matched Excel import.
- How to Get a Customer Signature on Order Documents in RentopianLearn how to collect a customer signature on the transaction details, packing slip, or picking slip in Rentopian.
- Marking Delivery or Pickup TBDLearn how to mark delivery or pickup as TBD and track orders while waiting for confirmed scheduling details.
- What carries over when I clone a quote or order? (And what gets reset)Cloning copies the client, products, services, addresses, and (optionally) pricing. Use the Clone modal checkboxes to control what carries over. Set permanent defaults under Settings → Orders → Order Cloning.
- How to Use Groups on a TransactionLearn how to use groups in Rentopian to organize products by room, event area, category, or setup location.
- How Charge for Days Works on Rental TransactionsLearn how Rentopian calculates charge days and how to set default rental charge days for faster order entry.
- How to Cancel a TransactionLearn how to cancel quotes and orders in Rentopian, manage cancellation reasons, and run cancellation reports.
Multi Duration Transactions
Multi Duration Transactions let you manage multiple date ranges, partial returns, and flexible item rentals all in one order.
- Creating Multi Duration TransactionsSet up multi-durational quotes and orders for events needing different items across multiple dates, all within one transaction.
- Early Returns for Multi-Durational TransactionsProcess early returns for multi durational rentals. Split items by date range without affecting the remaining order.