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Order List

Every sale and rental of an asset. The money is a draft Sales invoice; an asset is marked sold only once that invoice is issued.

Where

Fixed Equipment › Warehouse › Order List

Who

Anyone allowed to see asset orders.

Sell or rent out an asset

1
An order starts on the asset’s own page, not here. Open the asset: one that is marked Offered for sale shows Sell, one marked Offered for rent shows Rent out.
2
Choose the Customer. For a sale, check the Price. For a rental, set the First day and How many days: the form says the rate and what the booking charges.
3
Press Sell or Rent out. This makes a draft Sales invoice. A rental that starts today or earlier is handed to the customer now; a later one is booked and handed over on its day.
The Rent out form on an asset’s page

The list

The list shows Order, Date, Invoice, Customer, Type, Asset, Amount and Status. Under the invoice number it says how the invoice stands, for example Draft invoice or Issued, unpaid. Narrow the list with Sales and rentals, Every status and Every customer.

The Order List: sales and rentals with their invoices and status
On a rowWhat it does
Mark soldOn a sale that is Invoiced: marks the asset sold once its invoice is issued.
Hand overOn a rental that is Booked: hands the asset to the customer on its day. The order becomes Rented out.
ReturnOn a rental that is Rented out: takes the asset back. The order becomes Returned.
Cancel orderAsks Why. Cancel its Sales invoice in Sales first. A rental that is out comes back when the order is cancelled.
OpenGoes to the asset. Its page lists its own orders under Sales and rentals.
The orders that were returned
Cancel order asks why
An asset’s page with its sales and rentals