1. Product preview cards
Product preview cards can be accessed by hovering over a product in an order or from the inventory.
This card will show you the following information:
Current – open orders
History – a list of past orders that are archived
Notes – view existing notes or add new ones
Info – date added, security deposit, taxable status, tax profile, discount eligibility, pricing method, advanced pricing rules applied, shortages status, and custom fields
You can also use the cards to quickly navigate to a relevant page:
View in inventory – brings you straight to the product in the inventory
Show on calendar – filters the calendar by the selected product and the availability during the order's rental period
💡 Tip: You can also hover over specific stock items to open a card and add notes to it:
2. Order preview cards
Order preview cards can be accessed from the orders, documents, and order history sections. These will show you a quick overview including:
Order status and fulfillment type
Customer information
Rental period
Delivery or pickup location
Delivery address
Products
Price breakdown
You can also click the button at the bottom of the card to navigate straight to the order screen.
3. Customer preview cards
Customer preview cards can be viewed from the orders, customers, documents, and order history sections.
The following tabs are included in the card:
Info – email, tags, customer type, customer tax profile, discount percentage, security deposit, number of orders, total revenue, date added, address, and custom fields
Current – open orders
History – a list of past orders that are archived
Notes – view existing notes or add new ones
Click the View customer button to navigate to the customer's profile.
4. Document preview cards
You can hover over invoice, contract, and quote numbers from the documents section and the order screen to see the document preview card.
The information shown on this:
Status
Tags
Customer information
Products
Price breakdown
This also allows you to View document or View order associated with the document.
