Adding and deleting products from an existing order

Adding and removing products from an order is a fairly common situation for rental companies and making it easy is one of the main tasks of rental software.

Adding Products to an Order

1. ‍Access the Order‍
   • Navigate to your Orders view
   • Select the order you want to modify from either "Upcoming" or "Active" orders
   • Click on the specific customer card where you want to add products‍
2. Add New Products‍
   • Click the "Add Products" button within the customer card
   • Use the search bar to find products by name, or use category filters
   • Select the desired products
   • For orders with multiple customers, switch between customer cards using the name panel on the right to assign products to the right person
   • Click "Update Order" to save changes‍
3. Using Barcode Scanner (Optional)‍
   • Select the relevant customer card
   • Scan the product's barcode
   • If the product isn't in the order, confirm the addition in the popup dialog
   • For product packages, choose between adding a single item or the complete package
   • Click "Add Product" to confirm

Deleting Products from an Order

For Upcoming Orders

• Open the order
• Within the customer card, select the products to remove
• Click "Delete"

For Active Orders

• Products can only be marked as "Returned" (not deleted)
• Select the products to return
• Click "Return"
• Handle any necessary refunds separately

Limitations

You cannot modify products in:

• Subscription orders
• Sales orders
• Completed orders
• Delivery orders

Troubleshooting Tips

• If you can't find a product, verify it's available in your inventory
• To remove the last product from a customer card, add a new product first or remove the entire customer
• For payment adjustments after modifications, handle additional charges or refunds manually

Need more help? Contact our support team via the in-app chat for assistance.

Related resources

Using barcode scanners in your daily operations

Adding and removing customers from an existing order