Create Manual Orders/On Phone/Point of Rental
Reservety allows you to feed phone, email, or in-store orders quickly in the system! It is game-changing when it is critical to be organized and stay productive.
When you create a manual orders the status will be automatically set to pending payment. These orders will not be automatically reserved. Please check this article for more details.
You can also get payments in cash or charge the customer for the deposit or rest of the payment or late fees.
Create a manual order/phone/or at the point of rental simply for your customers when they ask for it, and even pay for them with available payment methods!
Create an Order
- Click “New Order”
2. Select Items
3. Search or add billing address
4. Add Delivery Address (Optional) if different from billing address by clicking tab 3
5. Review Cart by clicking the cart tab
6. Add extras – you can add fee, custom delivery price, custom deposit amount, discount, coupon code and custom security deposit amount here.
7. Finally go to save tab – You can add the orders notes here. Next add the amount client has already paid with payment mode and notes, and check “record transaction” box and then select the “order status”
Remember – order is reserved only in “processing” or “processing due payment”
8. Click “Save” if you only want to save order, or ‘Savc & go to Pay” if you have customers’ card details. Click “Save & Send Email” if you want to send email with order details upon saving.
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Create Manual Orders/On Phone/Point of Rental
Reservety allows you to feed phone, email, or in-store orders quickly in the system! It is game-changing when it is critical to be organized and stay productive.
When you create a manual orders the status will be automatically set to pending payment. These orders will not be automatically reserved. Please check this article for more details.
You can also get payments in cash or charge the customer for the deposit or rest of the payment or late fees.
Create a manual order/phone/or at the point of rental simply for your customers when they ask for it, and even pay for them with available payment methods!
1. Go to Manual Ordering
To create a manual order. Go to the orders > create order
2. Add Order Details
Add customer’s name, choose product and add additional details for the order.
3. Adding/Editing Customer
4. Selecting Booking Items
To add booking items, enter a few letters in the search box and select the product. Then book the product in the pop-up by entering the booking period and clicking the ‘Book’ button. Add all the products in a similar way.
5. Changing Booking Dates
In case of changing booking dates, click on the ‘Global Dates’ button and choose the new booking period.
6. Add Shipping Fee or Deposit (Optional)
To add a shipping fee, or, to apply a deposit click on the ‘More Options’ button. It will show up additional options where you can add an amount for shipping and deposit. You can also apply a coupon code here for the customers.
7. Apply a Fee or Discount (Optional)
Adding a Fee: To add a fee add the amount (without any sign) in the amount field and then add the fee name in the field just below.
8. Offer a Custom Price
Instead of the regular booking price, you have the scope to offer a special price to your customer. Add a custom price in the ‘Custom item Price’ to apply the new pricing.
Remember to use the function only once to avoid complexity.
9. Choose a Shipping/Delivery Method
Finally, choose a shipping method to apply to your order.
10. Save Order
Finally save your order by clicking on the ‘save’ button.
