Adding products to an order in Booqable is an essential first step to successfully processing rental orders, managing your availability, and running your rental business.
Keep reading the article below to learn how to add products to an order in Booqable.
How it works
The following guide is for those who wish to learn how to add products to a manual order, being the orders you and your team process in Booqable itself.
For online orders, customers will add products to their cart themselves, which will come through an an order in your Booqable account automatically.
1. Adding bulk items to an order
Adding bulk items to orders is easy. Search for the product name or tag, and click Add product.
If you've selected a rental period in advance, you'll see how many you have available.
2. Adding individually tracked items to an order
You can add trackable products to an order in two ways.
Click Add product to reserve the general product, and decide which specific item you're giving out later.
Click one of the individual stock items to specify which specific items you'll be giving out in advance.
If you selected a rental period, you'll see how many items you have available for that period, and which exact stock items are available.
Green stock items are available, red items are unavailable, and gray items are already on the order.
Specifying stock items at pickup can be helpful to give yourself more options when your customers pick up their order.
For example: When you rent out bikes, you can simply grab a bike that's easy to get to instead of retrieving that exact bike from the back of your warehouse.
3. Setting up product availability
A product's availability always depends on the order period, meaning you can't see availability details until an order period is specified.
When you selected a rental period, Booqable shows you how many additional items you can add to the order:
💡Note: Click the availability indicator to view the availability and shortage limit for that product.
4. Adjusting bulk product quantities
If you added a bulk product or didn't specify stock items, you can simply adjust the quantity.
If you added specific stock items however, the only way to lower the quantity is by removing those specific stock items from the order.
5. Creating custom lines
Custom lines let you add anything from transport fees to custom discounts.
💡Note: Custom lines are not products in Booqable; inventory is not tracked. This means there's no availability displayed, they don't show up in the calendar, and they can't be reserved, picked up, or returned.
6. Discounting products on orders
Discounts on the manual order page allow you to discount the entire order by a percentage or fixed amount.
You can opt for using a fixed amount if you wish to reach a rounded amount, like $2000, or a percentage if you are running something like a 50% store sale for example.
You can choose to exclude certain products out of these discounts placed at checkout by setting them as non-discountable in their individual product pricing settings.
You're all set!
You have now successfully learned how to add products to an order in Booqable.