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Managing Orders From Your E-commerce Website

Managing an order that was placed on your e-commerce website:

  1. Go to the orders tab and click Orders

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  2. Find the order with a Reservation Request status > click Approve Order if applicable or click into the order to see more detail.

    *Note: If auto-approve is turned on in your General Settings, you will see an approved status instead of a Reservation Request. You can click On Rent if already approved.

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  3. If you click into the order you can also approve or cancel the order in the top right corner.

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  4. Once you click Approve Order, select how much you would like to charge the customer and payment method (default settings for how much to charge on approval will be configured under General Settings > Options).

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  5. Once the order is approved you can manage your contract in the Contract Details section within the order.

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  6. If needed, you can update and make changes to your contract by clicking Update Order (ex. date changes, pricing changes, unit changes, etc.). Please use this help article for reference on editing contracts: Editing Existing Orders

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  7. Progress the order as needed using the buttons in the top right corner

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  8. You will use the Order Status timeline to reference where the order is currently

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  9. You can also upcharge or add a refund if needed in the invoice section.

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  10. Once you have completed the order, you can click Off Rent

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  11. Select the return time and add any late fees

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  12. Congrats! You have completed your order (:

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