Booking statuses and buttons: Rentals

Every status on the Rental calendar & asset board, the button that moves a booking to it, and the order they come in.

Where: Work → Rental calendar & asset boardFor: Rentals

Steps

  1. Requested → Reserved or Cancelled
  2. Reserved → Preparing or Cancelled
  3. Preparing → Picked up or Cancelled
  4. Picked up → Returned or Overdue
  5. Overdue → Returned
  6. Returned → Maintenance or Closed
  7. Condition issue → Maintenance
  8. Maintenance → Closed

Every button and what it does

Names as they appear on screen.
ReserveMoves the booking to “Reserved” and updates the customer's status page.
Prepare itemsMoves the booking to “Preparing” and updates the customer's status page.
Record pickupMoves the booking to “Picked up” and updates the customer's status page.
Mark overdueMoves the booking to “Overdue” and updates the customer's status page.
Record returnMoves the booking to “Returned” and updates the customer's status page.
Record a condition issueMoves the booking to “Condition issue” and updates the customer's status page.
Send to maintenanceMoves the booking to “Maintenance” and updates the customer's status page.
Close and release stockMoves the booking to “Closed” and updates the customer's status page.
Cancel reservationMoves the booking to “Cancelled” and updates the customer's status page.
Requested (status)Where every new request from your website or a QR code starts.
Reserved (status)Reached with the “Reserve” button.
Preparing (status)Reached with the “Prepare items” button.
Picked up (status)Reached with the “Record pickup” button.
Overdue (status)Reached with the “Mark overdue” button.
Returned (status)Reached with the “Record return” button.
Condition issue (status)Reached with the “Record a condition issue” button.
Maintenance (status)Reached with the “Send to maintenance” button.
Closed (status)Reached with the “Close and release stock” button.
Cancelled (status)Reached with the “Cancel reservation” button.

Good to know

Staff only see the buttons their job allows. Every change is recorded in the booking's status history.

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