How to Prepare Orders in Your Rental Dashboard

Learn step-by-step how to manage orders, process payments, add fees, update order details, and handle returns using your booking dashboard. This guide covers everything from preparing orders to capturing security deposits.

March 3, 2026 By Reservety

In this guide, we'll learn how to manage and process customer orders using a rental dashboard. We will cover steps such as preparing orders, collecting payments, adding fees, updating order details, tracking item status, and handling returns or security deposits.

This process helps ensure accurate order fulfillment and payment tracking from start to finish.

Let's get started

First, go to your rental website dashboard

Step #2: On the left sidebar, click Bookings. — On the left sidebar, click **Bookings**.

Step #3: Click on Orders. — Click on **Orders**.

Step #4: Click on the order you want to prepare. — **Click on the order** you want to prepare.

Step #5: Click the Order Actions button. — Click the **Order Actions** button.

Step #6: From the dropdown menu, select Prepare Order. — From the dropdown menu, select **Prepare Order**.

Step #7: Enter the serial number or scan the barcode to prepare the items for the order. If the items have no serials or barcodes, you can skip this step. — Enter the **serial number** or scan the **barcode** to prepare the items for the order. If the items have no serials or barcodes, you can skip this step.

In this example, the customer paid only the deposit. Now we need to collect the full amount from the customer. Our amount due is $739.95. You can process the payment directly from the system, or send an email with the details so the customer can pay electronically. Let's proceed and make the payment through the system.

Step #8: Click the 'Pay Due Amount' button. — Click the '**Pay Due Amount**' button.

Step #9: Select a payment method. — Select a **payment method**.

Step #10: Click the 'Pay for Order' button. — Click the '**Pay for Order**' button.

The customer has now paid in full.

Step #11: For example, if you want to add additional fees, enter the fee name and amount. Then, click add fee. — For example, if you want to add additional fees, enter the **fee name** and **amount**. Then, click **add fee**.

Step #12: As you can see, the due amount is now $53.50. — As you can see, the due amount is now $53.50.

Step #13: If you want to change the order details, click Edit order. — If you want to change the order details, click **Edit order**.

Step #14: Let's say the customer wants an additional 5x8 single-axle utility trailer. — Let's say the customer wants an additional 5x8 single-axle utility trailer.

Step #15: In this case, you can go ahead and click on order, and it will be added to the previous order. — In this case, you can go ahead and click on **order**, and it will be added to the previous order.

Step #16: By clicking on the red icon here, you can track the number of items going out and coming back. — By clicking on the **red icon** here, you can track the number of items going out and coming back.

Step #17: For example, let's say we prepared only one of the two trailers ordered. In this case, use the plus and minus icons to set the quantity. — For example, let's say we prepared **only one** of the **two trailers ordered**. In this case, use **the plus** and **minus** icons to set the quantity.

Step #18: Click the Save button. — Click the **Save** button.

In this case, a proclamation mark indicates the order is not fully prepared. If we select two and save, it will turn green with a check mark, showing the trailers are ready for pickup or delivery.

Step #19: Click on the trailer image to edit the quantity. — Click on the **trailer image** to edit the quantity.

Step #20: Click the plus icon to increase the quantity to 2. — Click the **plus** icon to increase the **quantity to 2**.

Step #21: Click the Save button. — Click the **Save** button.

Step #22: Scroll down and find the section labeled as "Mark as Sent." It will change the status of this order, or you can partially fulfill the returned. — Scroll down and find the section labeled as "**Mark as Sent**." It will change the status of this order, or you can partially fulfill the returned.

Step #23: You can process both cash and online payments on the Order Preparation page. At the bottom, you can see the transaction details. To view more information, click "View Transaction." — You can process **both cash** and **online payments** on the Order Preparation page. At the bottom, you can see the transaction details. To view more information, click "**View Transaction**."

Now you can change the status to "Mark as Sent."

Step #24: Click the Mark as Sent button if the order is ready. The system will show the order as fulfilled, completing the process. — Click the **Mark as Sent** button if the order is ready. The system will show the order as fulfilled, completing the process.

Step #25: As you can see, the order status is automatically changed to "sent". Click on the order again. — As you can see, the order status is automatically changed to "**sent**". Click on the order again.

If the customer returned the trailers in good condition, click on "Mark as Returned." For example, if a customer returns the trailer with damage, you can go to the security deposit section and enter the amount you want to deduct from the $100 deposit. In this case, enter 50 and click Capture.

In the 'Security Deposit' section, type '50' into the 'Amount to Capture' field.

Step #27: Click the 'Capture' button. — Click the **'Capture'** button.

Step #28: Click 'OK' on the 'Captured' confirmation pop-up. — Click 'OK' on the '**Captured**' confirmation pop-up.