How to Create Manual Orders in Reservety: Step-by-Step Tutorial

Learn how to create manual orders in Reservety for walk-in and phone customers. This tutorial covers entering customer information, selecting rental items, processing payments, and confirming orders.

March 3, 2026 By Reservety

In this guide, we'll learn how to create manual orders in Reservety.

Manual orders are useful when you need to help walk-in customers, take orders over the phone, or take unique orders.

This process allows you to enter customer details, select products, set rental dates, and process payments directly in the system.

You'll also see how to confirm the order and review the details to make sure everything is correct.

Let's get started

Go to your rental dashboard.

Step #1: Click on Bookings in the left sidebar. — Click on **Bookings** in the left sidebar.

Step #2: Click on New Quote. — Click on **New Quote**.

Step #3: Under Customer Info, click Select Customer. — Under Customer Info, click **Select Customer**.

If the customer already exists in your system, their information will be filled in automatically.

Step #4: Click the 'Type here to search for an existing customer' dropdown menu. — Click the '**Type here to search for an existing customer**' dropdown menu.

In this case, our customer is George Lucas. Let's search for George.

Step #5: Search for the customer by typing their name and select the customer from the dropdown list. — Search for the customer by **typing their name** and **select the customer** from the dropdown list.

As you can see, the system found George Lucas. When you click on it, the system fills in all the information.

Step #6: Click the 'Deliver to a different address?' checkbox if the delivery address is different from the billing address. — Click the '**Deliver to a different address?**' checkbox if the delivery address is different from the billing address.

Step #7: After filling out customer info, click the 'Back to cart' button. — After filling out customer info, click the '**Back to cart**' button.

Customer is selected. Let's say George wants to order a 6-by-10 enclosed cargo trailer.

Step #8: Click the 'ORDER' button for the desired product. — Click the '**ORDER**' button for the desired product.

Enter his preferred rental duration.

Step #9: Enter the booking start and end dates and times. — **Enter** the booking start and end dates and times.

He wants to rent it starting on February 25th at 7:00 a.m. Until February 28th, ending at 7:00 p.m.

Step #10: Pick the dates and hours accurately — Pick the **dates and hours** accurately

He wants to get a damage waiver with the trailer. Those are optional add-ons; you can simply skip this step unless the add-on is set as required.

Step #11: Click the radio button for Damage Waiver. — Click the radio button for **Damage Waiver**.

Step #12: Click the RESERVE NOW button. — Click the **RESERVE NOW** button.

Scroll down. Here you can see the breakdown of pricing, taxes, delivery, and the security deposit. If he wants to pay in full, select "Full" and scroll down; otherwise, process only the security deposit.

Step #13: Click the Full button to select full payment. — Click the **Full** button to select full payment.

Enter the payment amount in the first field under Transactions & Quote status. The total has already been entered by the system.

You can select any payment method. George wants to pay with cash, so we will select the "Cash" payment option.

Step #15: Select the payment method. — Select **the payment method**.

Step #16: Click the checkbox next to Record. — Click the checkbox next to **Record**.

Since this is a test order, we will click "Save".

Step #17: Click on Save. — Click on **Save**.

Our manual order is now created.

Step #18: To confirm, click on Orders in the left sidebar. — **To confirm**, click on **Orders** in the left sidebar.

Step #19: Our order appears in the orders section. Everything looks good, so we are done with this tutorial. — Our order appears in the orders section. Everything looks good, so we are done with this tutorial.