12 min read

Create and manage orders

Book rentals, send contracts for signature, collect deposits, and track fulfilment.

Before you start: At least one product · At least one customer

1
Start a new order
Go to Orders → New order. Select a customer (or create one inline), pick rental start and end dates, then add products. RentalCrafter checks availability as you build the order and warns you about conflicts.
Tip: Date conflicts? Check if another order holds the same items or if inventory quantity is too low.
2
Review totals and workflow
The order summary shows line items, tax, and total. Your organisation's workflow settings (Settings → Rental & Documents) control whether signature, payment, or delivery steps are required before the rental is confirmed.
3
Send for signature
If signatures are enabled, open the order and send the contract link. The customer receives an email with a secure signing page. Once signed, the agreement is stored on the order with a timestamp and audit trail.
Tip: Chase unsigned contracts from the order detail page — you can copy the signing link directly.
4
Collect payment
Share a checkout link for deposits or the full balance. Payment status updates on the order when Stripe confirms the transaction. Stripe must be connected under Settings → Billing first.
5
Plan deliveries and pickups
If your business delivers, use the Deliveries view to see scheduled drop-offs and collections. Configure zones and rules under Settings → Delivery.