Create an order

Select New order, choose a customer, and enter the rental period. Pickup orders require billing data; delivery orders also require a delivery address.

Add product and variant rows with quantities. RentalBench displays type-aware pricing and availability. Rental quantities allocate specific physical items that are available for the selected dates. Consumables create quantity lines against variant stock. A shortage must be resolved by changing dates, variant, quantity, or stock.

Review rental charges, sales, taxes, and deposits before saving. The created order snapshots these values and provisions its standard document set. Organization-defined order custom fields can capture additional operational details.

Create and verify the order

1. Check location, choose the customer, and enter the start and end dates.
2. Choose pickup or delivery. Confirm the correct Personal or Company billing address; add delivery details when required.
3. Add the exact product variants and quantities. Resolve any stock conflict before proceeding.
4. Review charges, tax, deposits, addresses, and any order custom fields, then save.
5. Reopen the order to verify allocated items, status, and payment requirements.

Creating an order provisions document records. It does not mean every PDF is issued, sent, or signed. Open the relevant document to preview or explicitly generate it. See documents and sharing/signatures.