Bookings 67 steps

Filter and Export Orders

In this guide, you'll learn how to view, filter, sort, and export rental orders from your admin dashboard. Use status filters, date ranges, and custom criteria to find exactly the orders you need.

Watch the video walkthrough

Step-by-step guide

Click on Bookings in the left sidebar.

Click on Orders.

On the Orders page, you will see all your orders.

Click the Export button.

Click the Export button in the pop-up modal, then open the downloaded CSV file on your computer.

Click on the Pending payment status filter. This status indicates that the system is still awaiting payment from the customer for the items.

Click on the Processing status filter. It means the customer has already paid for the item or rental. Now, the business is processing its orders.

Click on the Completed status filter. It means the order has been fully fulfilled. For example, the order was shipped, and the customer returned the item.

Click on the Cancelled status filter. As you can see, there are two canceled orders.

Click the Sent status filter to see orders that have been sent.

Click on the Returned status filter to see returned orders.

Click the Waiting For Due Payment status filter to see orders with past-due amounts.

Click on the Processing - Due Payment status filter. It means the order has been received, but there is still an outstanding amount that customers need to pay to the business.

Click the STATUS column header to sort orders by their status. When you click on the Status title, it groups all the statuses together. It organizes orders with similar statuses.

Click the DATE CREATED column header to sort orders by their creation date.

Click the TOTAL column header to sort orders by the total amount, starting from the lowest or from the highest.

Click the Billing Address column header to organize orders by city.

Click the Add Filter button.

Select Date Created from the filter dropdown.

Select "in month" from the dropdown.

Click the calendar icon.

Select February.

Click the checkmark button to confirm the date selection.

Click the Filter button.

As you can see, the orders report for February is generated. You can export it by clicking the Export button.

The file will be downloaded to your computer.

Click the Add Filter button.

Select Total from the dropdown.

Suppose you want to view orders with spending over $500. Click on the condition dropdown.

Select is larger than from the dropdown menu.

Type 500 into the value field and click the checkmark button to confirm.

Click the Filter button.

This organizes the orders by total amount spent. These orders are over $500.

Click the Add Filter button.

Select Date Created from the dropdown menu.

Click on the condition dropdown.

Select between from the dropdown menu.

Click the first calendar icon to select the start date.

Select January 1st from the calendar.

Click the second calendar icon to set the end date.

Select March 31st from the calendar. That will be the first quarter.

Click the blue checkmark button to confirm the date range.

Click the Add Filter button again.

Select Billing Address from the dropdown.

Type Arlington into the input field. Click the blue checkmark button.

Click the Add Filter button again to enter the third filter.

Select Total from the dropdown menu.

Click the dropdown menu next to the Total filter.

Select is larger than from the dropdown list.

Type 100 into the input field and click the blue checkmark button.

We now have three filters to sort our orders. Click the Filter button.

Our orders report for Arlington is ready. These are first-quarter orders over $100.

The status labels can be changed based on your business model. For example, Sent could be Picked Up.

Under Bookings, click New Quote.

Click the Select Customer button.

Enter new customer information or find the existing customer. In this case, we will use an existing customer. Click on the John Doe customer record.

The system will automatically fill in all the information. Click the Back to cart button.

Click the Order button for the product John wants. In this example, we used the 7x14 Dump Trailer.

Set the "Booking Starts" and "Booking Ends" dates and times.

Click the RESERVE NOW button.

Click the SAVE button.

Click the Order Actions button.

In this example, we will pay for the user. In the dropdown menu, click Pay for User.

Select the radio button for the desired payment method.

Click the Terms & Conditions checkbox.

Click the PAY FOR ORDER button.

The order and payment have been received. The payment is received, and the order automatically changes to Processing.

🛎️

Don't see what you need?

Remember, your plan includes Concierge Support. You don't need to learn technical settings. Just message us, and Ashish will configure it for you.

Chat with Support