In Heyquip: Dashboard > Items on orders
Every line on an order has its own state as it moves through your yard. This page lists every state an item can be in.
The path splits in two after preparation, depending on whether the customer collects the product or you deliver it.
The state filter on the Rentals and Sales calendar lists all of these states except To process and To prepare. Some labels differ from one screen to another, as the last section shows.
Before pickup or delivery
- In cart: the initial state, before the order is confirmed.
- On hold: the item is set aside for the customer for the dates of the order, but only until a certain date. See Put an item on hold.
- To order: the product is not in stock and has to be received before the item can move on.
- To process: the item is waiting for someone at the shop to act on it. An item that arrived from your online store stays here until you accept it. A deposit paid online does not reserve the product: nothing is held until the item moves on to To prepare. See Accept or refuse an Internet Order.
- To prepare: the order is confirmed and the item is waiting to be prepared. Confirming the reservation moves all items to this status automatically.
If the customer collects
- Ready for pickup: the item is prepared and waiting for the customer to pick it up at the shop.
- Picked up by customer: the customer has the product, the product is
If you deliver
- Ready for delivery: the item is prepared and waiting to be loaded on the truck.
- Out for delivery: the item is on the truck, on its way.
- Delivered: the product has been dropped off at the customer's. The rental period is running.
After the rental
- Ready for return: the rental is over, and the product is waiting to be collected or brought back. This can be initiated either on your side of the customer side through the customer portal.
- Returned: the item is back in the yard. See Take a return.
Request states
When you receive a rental through the website, the item is in To Process state. At this point here are the options you can use to answer the customer on their "order request":
- Accept: a request has been sent and is waiting on you.
- Reject: your can reject the rental. The customer will receive an email confirming the rejection, you can add a note to the email.
- Delete: you can delete the item from the order request.
Cancellation
- Cancelled: the item is cancelled so there are no more actions to be taken with this specific item in the order. The item stays in the order so you can track order history. You can also cancel an order in the Actions button at the top of the order. See Cancel an item.