Rental Status: Creation - Upsell - Renewal

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Add "Renewal" and "Upsell" functions to Rental Orders

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v16

条款和条件
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STORY BEHIND THE FEATURES

CLUEDOO BEHAVIOR

Cluedoo adds "Renewal" and "Upsell" functions to Rental Orders.


MODULE +

Easy way to link rental orders with their upsells/ renewals

CLUEDOO RECOMMENDATIONS

To be installed in 100% of your database as an useful tool for rental management.

HOW TO USE THIS MODULE?

1. On Rental, create a new Rental Order. There are 2 additional options, to "Renewal" or "Upsell".
The default status of rental order is "Creation".



2. Option 1 Upsell: 

Click "Upsell" smart button to upsell service. A draft Quotation will be created with rolled-over period. 
Its status is "Upsell", and Rental ID is sequence number of the original order.



3. Option 2 Renewal: 

Click "Renewal" smart button to renew service. A draft Quotation will be created with rolled-over period. 
Its status is "Renewal", and Rental ID is sequence number of the original order.