Creating a Reservation Order

A reservation order is the action taken to reserve/rent any of your units to any of your clients. In the Enerpize system, there are two types of reservation orders: Automatic reservation order and Manual reservation order. Both are explained below.

 

• Note: Before starting, make sure to activate the Rentals and Units app in your account.

Adding an Automatic Reservation Order

To create an automatic reservation order, follow the steps below:

• Select “Rental and Unit Management” from the main menu.
• Choose “Reservations Orders“.
• Click on the  arrow next to the “Add Reservation Order” button and choose “Add Automatic Reservation Order”.
• Add the reservation order details as follows:
  • Unit Type: Choose the unit type to be booked/rented.
  • Start Date: Specify the start date of the booking/rental of the unit.
  • End Date: Specify the end date of the booking/rental of the unit.
  • Click on the “Next Step” button.
• Complete filling out the reservation order details:
  • Client: Choose the client who will book/rent the unit.
  • Tags: Add descriptive tags to facilitate access to the reservation order.
  • Notes: Add your notes on the reservation order.
  • Attachments: Add any attachments related to the reservation order.
• The total price of the booking order, the start date and time, and the end date and time will appear on your screen.
• Click on the “Save” button.

Creating a Manual Reservation Order

To create a manual reservation order, follow the steps below:

• Select “Rental and Unit Management” from the main menu.
• Choose “Reservation Orders“.
• Click on the arrow to the right of the “Add Reservation Order” button.
• Select “Add Manual Reservation Order“.
• Add the reservation order details as follows:
  • Reservation Order Number: An automatic serial number is created for the reservation order.
  • Generate Automatic Invoice: You have the option for the system to automatically generate an invoice upon creating the reservation order or not.
  • Unit: Choose the unit to be rented.
  • Client: Choose the client who will book/rent the unit.
  • Start Date and Time: Specify the start date and time of the booking/rental.
  • The Currency: Select the rental price currency.
  • Tags: Add tags that help you quickly access the booking order.
  • Notes: Add your notes on the booking order.
  • Attachments: Add attachments to the reservation order, up to a maximum of 5 megabytes.
  • Click the “Save” button.