You can create a rental on behalf of a customer via the Shopify admin.
1
From the Supercycle admin go to Cycles
Go to Supercycle > Cycles.
2
Click Create rental order
3
Pick or add a customer
Supercycle now asks who the order is for before opening the Shopify draft order. Search for an existing Shopify customer by name or email in the customer picker and select them.If the customer doesn’t exist yet, click Add new customer and enter their first name, last name, and email. Supercycle creates them in Shopify on the fly and selects them for the order. Email is required; first and last name are optional.
The customer picker searches every customer in your Shopify store, not just customers already synced to Supercycle.
4
Continue to the draft order
Click Continue. Supercycle creates a Shopify draft order pre-filled with the customer you just selected.
5
Add a product to the rental order
Select the rental method. For the calendar select the Rental period and Rental dates.Add another product if needed.
6
Click save to update the Shopify draft order
Click save.
7
Customize the draft order
Apply discounts
Add Shipping
Add tags or a note
Please note, that adding a product to the draft order will not create a rental order for that product, they must be added via Supercycle.
8
Do one of the following
Accept payment from the customer by marking the order as paid or entering card details. Then Create an order.
Set payment to due later. Then Create an order.
9
Rental order created
You will now have a Shopify order for that customer with rentals that can be seen in Supercycle cycles.
An in-app create order flow is available in beta. Enable Create draft orders under Settings > Beta features to pick the customer, add variants, and configure calendar, membership, or subscription intents directly inside Supercycle before the Shopify draft order is created.
You can fulfil the order from Shopify, from Supercycle, or through the API.
From the Shopify order
When you fulfil the order in Shopify, Supercycle automatically updates the rental status to Fulfilled.
1
Go to Orders in Shopify
In your Shopify admin, go to Orders, then select the order you want to fulfil.
2
Select Fulfil item(s)
In the Unfulfilled section, click Fulfil item(s).
Add a tracking number and select a carrier if needed.
3
Send confirmation (optional)
Select Send shipment details to your customer now to email tracking info.
4
Click Fulfil item(s)
Shopify updates the status to Fulfilled, and Supercycle marks rentals as fulfilled.
From Cycles
You can also fulfil directly in the Cycles view in Supercycle.
We don’t recomened this at the moment. As you will still need fulfil orders directly in Shopify. We’re working on fixing this, and it will be available in an upcoming update.
You can change the item associated with a rental to any item from any product.Changing the product on a rental does not change the product on the Shopify order. If this is important, you should refund the line item in Shopify in order to cancel the existing rental and then create a new rental for the new product.
Changing the product will not charge/refund the difference to the customer. You should do this manually by partially refunding the original order, creating a draft order with a custom line item to charge the extra amount.
From the Admin
1
Change rental item
From the rental’s page, on the item card, select Change item.
2
Search for a new item
Under Change item, search and select an item by its product/variant name or its item id/serial.
Supercycle limits the number of items that are returned on the search dropdown. If the item you’re looking for doesn’t show, try adding more detail to the search.
From the rental’s page, on the item card, select Change item.
2
Search for a new item
Under Change item, search and select an item by its product/variant name or its item id/serial.
Supercycle limits the number of items that are returned on the search dropdown. If the item you’re looking for doesn’t show, try adding more detail to the search.
The rental dates can be changed to any dates and we recommend checking the availability of the item before selecting new dates.
Changing the rental period does not automatically adjust charges to the customer.
You will need to handle any additional charges or refunds separately.
From the Admin
1
Edit rental logistics
From the rental’s page, under Logistics, select Edit.
2
Select new rental dates
Under Rental start and Rental end, select new dates for either or both.
You’ll have to charge or refund the customer separately if changing the rental period.
3
Save changes
You’ll still need to do this, even if you close the edit rental view.
Rentals can be canceled by removing the line item from the Shopify order.
1
From the Shopify Admin, view the order containing the rental
You can also navigate to the order via the rental in Supercycle.
2
Start a refund
From the Shopify order, click Refund.
3
Process refunds against the line items
You should process a refund against any line items you want to cancel rentals for.Shopify allows you to set the refund amount, regardless of the value of the line items. Changing the refund amount won’t affect whether rentals are canceled in Supercycle.
Select Refund to continue.
Refunding a line item in Shopify will cancel a rental in Supercycle regardless of its fulfillment status.