How to Create an Order?
Create rental orders to book equipment for your customers and manage reservations efficiently. For example, when a customer confirms they need a complete DJ setup for a weekend event, you can create an order, add all the speakers, mixer, and microphones, set the rental dates, and generate an invoice—all within minutes.
Before You Start
Make sure you have at least one asset in your inventory before creating orders. You can create a customer on the spot while creating the order if needed.
How it Works
Click + New Order, select a customer, choose rental dates, add assets, and save. The order is created as a Draft and you can continue editing until you’re ready to confirm.
Create a New Order
Click Orders from the main navigation.
Click + New Order.
Select Customer
Search for an existing customer by name, email, or phone.
Or click + New Customer to create one on the spot.
Select the customer from the search results.
Note: You must select a customer before you can add assets to the order.
Set Rental Dates
Select the Start Date - when the customer picks up the assets.
Select the End Date - when the customer returns the assets.
Click Save or the system auto-saves.
Note: Start date must be before end date. The system validates this automatically.
Add Assets to the Order
Click Add Asset.
Search for assets by name or category.
Select the asset you want to add.
Enter the quantity needed.
The price is calculated automatically based on rental duration.
Click Add to Order.
Repeat to add more assets.
Apply Discounts
If your customer gets a discount, click Add Discount or the discount field.
Enter the discount percentage or fixed amount.
Select whether it applies to the whole order or specific items.
The total updates automatically.
Set Security Deposit
Select the security deposit type from the dropdown.
For Percentage, enter the percentage of order total.
For Fixed, enter the specific deposit amount.
For None, no deposit is required.
The deposit amount appears in the invoice breakdown.
Select Addresses
Under customer details, select the Billing Address from the dropdown.
Select the Shipping Address - this can be the same as billing or different.
If the customer needs a new address, edit the customer profile to add one first.
Save the Order
The order auto-saves as you work.
Click Save anytime to manually save changes.
The order remains in Draft status until you reserve or confirm it.
You’re all set!
You have now successfully learned how to create rental orders in Rentablez.
For next steps, see Order Processing to learn how to manage orders through their lifecycle.