EZRentOut’s new “Sections in Orders” functionality is meant to help you categorize items within Order
This functionality is especially useful for organizing Orders of over 5 items.
Organizing all items within Orders into Sections can improve your asset tracking through section-based invoices and rental agreements.
Categorizing order items into sections
To begin categorizing items within the Order of your choice, go to its Order Details Page.
Scroll down to the Order table.
Before you begin, click on the green question mark above the table.
This will bring up a pop-up showing how Order items will be organized into Sections.
Now click the checkboxes of the items you want to put into a single category.
Once you do this, the “Add/Edit Section” button above the table will go from gray to purple.
When you hover your mouse cursor over the “Add/Edit Section” button, a dropdown menu will appear saying “+ New Section.”
Once you click on the dropdown, a pop-up will appear enabling you to name the new Section.
You will now be taken back to the Order Details Page.
If you scroll down to the Order Table, you will see a new column titled “Section.”
The items you put into the new Section will be categorized according to the Section name, while uncategorized items will be categorized as “Others.”
The Section you created can also be seen in the dropdown under “Add/Edit Section.”
Adding section columns to printout templates
The Sections in Orders functionality also lets you print documents (such as invoices and rental agreements) organized according to the sections you created.
This will require you to add a column for each section to the invoice template manually.
First, you will have to edit your invoice template.
To do this, follow the following pathway:
More →Customize→ Printout Templates → Order Tab→New Printout Template
Now, add a new column for your section in the template.
To do this, scroll down to the “Order Line Items” section in the template.
Click on the “+Add” button on the right of the row.
Once the new column has been added, drag it to the left.
Click on the new section to rename it.
Scroll to the bottom of the template and click “Update.”
Now, return to your Order Details page.
To preview your invoice, go to “More” and click “Print Preview.”
Choose “Invoice” from the dropdown menu under “Choose a document.”
Then, choose your custom template from the dropdown menu under “Choose a template.”
This will let you preview your Invoice on the left side of the pop-up window.
The invoice can be downloaded, copied as HTML, or emailed using the buttons at the bottom of the window.
Transferring Items from one Section to a new Section
To begin transferring items from one section to a new section, first, check the item you want to shift.
Now, take your mouse cursor over the “Add/Edit Section” button.
From the dropdown, click on “+ New Section.”
This will bring up a pop-up asking you to name the new Section.
Click “Add Section” to create the new Section and go back to the Order Details Page.
Scroll down to the Order Items table to see the new Section.
How to rename or delete a Section
To delete or rename a Section, take your mouse cursor over the “Add/Edit Section” button.
Click on the Edit icon next to the name of the Section you want to delete or rename.
This will bring up a pop-up allowing you to change the Section name.
Rename the Section and click “Update”.
This will take you back to the Order Details Page.
Scroll down to the Items table to see the renamed Section.
You can see a Delete button on the bottom left corner of the same pop-up.
Click the Delete button to get rid of the Section.
