Rental lines of a quote go to Rentals, not the sales order

What moves

When a quote mixes goods and rentals and you hold Rentals, the sales order carries only the goods and the rental lines are left for Rentals to pick up. A quote with only rental lines makes no sales order.

Before you start

• Rentals and Sales Orders in your plan
• Rental lines carry their pick-up and return dates

Step by step

1. Sales repCRM & Sales Pipeline

   Accepts a quote that has both goods and rental lines.

   You see:The quote is a sale.

2. SystemSales Orders & Fulfilment

   Creates the order from the goods lines only.

   You see:The sales order shows no rental lines.

3. SystemRentals

   Makes the booking from the rental lines.

   You see:A reserved or quote booking appears.

Related

• Rentals
• Sales Orders & Fulfilment
• Rental lines on an accepted quote create the rental
• Rental products and website booking requests become reserved bookings
• Rental reminders reach the right people
• Only a manager cancels, with an optional fee and part of the deposit
• The administrator chooses the business, the manager fills it, the counter starts booking
• Connections between modules