Rental Status: Creation - Upsell - Renewal
Add "Renewal" and "Upsell" functions to Rental Orders
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.
