Cancel or Push Orders

Because we have multiple systems that manage the orders, you will need to make sure you have everything covered when pushing or cancelling orders.

Orders That Cancel

If a client needs to fully cancel their upcoming rental, do the following:

Once confirmed, cancel the order in CRM

In the order status page, click on the X under their job name to remove the rental from the system

Cancel the order in Rentalworks

Agent > Order > select order> Hamburger menu> Cancel Order

If there are Sub-Rentals

• Email the Sub-Rental Vendor and let them know the job Cancelled

• Void the purchase order

Agent > Purchase order> select correct order > Hamburger Menu > Void

Orders That Push

If a client needs to change the dates of their order, do the following:

Updates new dates in CRM

Jobs > Create/edit Job > Select job > update dates field > hit update job in top right

Update new dates in Rentalworks

Agent > Order > Find the Order> Order tab > change the start stop dates. > Billing Tab > change the billed for dates.

Send updated quote for approval

If there are Sub-Rentals

* Confirm with subrental vendor that the gear is still available for the new dates.

* Void previous purchase order

Agent > Purchase Order> select purchase order> Hamburger menu > Void

* Make new Purchase order with correct dates

Once the original PO has been voided, open up the order. > Order Tab > hamburger menu > Sub PO worksheet. and just enter in all the proviouse info but with the new dates.