Step By Step Instructions:
Go to Orders > Create Quote
If applicable, select store location > add Quote expiration date
Search for customer or add new customer (fill out new customer form and add billing/delivery addresses)
Add Renter information/Proof of Insurance/Custom Docs if required
Select if this will be a cycle billing order. If yes, select if you would like automatic payments turn on
Add all products to the quote > Add the rental end and start date/time > Select pickup or delivery > Add to order
Add units to all products (only applicable if using Tracking by Serial Units in General Settings) > edit any fees, discounts, taxes, delivery rates, etc. as necessary.
*Note* Only numbers in blue can be edited
Create Quote
The customer will receive an email with the quote at which time they can approve the quote. If you are wanting to approve the quote manually, follow these steps.
Return to the Orders screen to see the quote
Approve the quote from the orders page or click into the quote to approve
8. You have now successfully generated an order via a quote!