Manual orders are the reservations you place in your Booqable account yourself. These can be for in-store, over-the-phone, email, or in-person orders.
Keep reading the guide below to learn how easy it is to reserve products, take payment, and every other step available for creating a manual order in Booqable.
How it works
You can create a new order at any time by clicking the + button in the top left corner.
Until an order is Saved, Reserved or Picked up, it will have the status [NEW].
It will not be visible in the list of orders, and clicking the + button will always take you back to this order.
1. Assigning a customer to an order
You can search for an existing customer or create a new customer right from the order screen. You can also select customers by scanning a barcode (on a membership card, for example).
For orders coming from your online store, Booqable automatically creates a new customer for you. If a duplicate customer exists in the system you will have the opportunity to merge them together.
2. Choosing a rental period on an order
Products on the order will be reserved for the duration you select here.
💡Note: The rental duration and the amount you charge are independent from each other (you can charge 2 days for a 3-day rental for example).
3. Setting up default order times
If most of your rentals start at the same time, you can set up default order times to speed up your workflow.
For new orders, these times are filled in by default.
These times are also applied to orders coming in from your online store.
To set up default order times, head over to Settings > General.
You're all set!
You have now successfully learned how to create manual orders in your Booqable account.