Create rentals
From the Admin
From the Admin
You can create a rental on behalf of a customer via the Shopify admin.
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.
Customize the draft order
- Add a customer
- 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.
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.
Filtering which orders to fulfil
You can find rental orders in both Shopify and Supercycle.From Shopify Orders
From Shopify Orders
Fulfil the order
You can fulfil the order from Shopify, from Supercycle, or through the API.From the Shopify order
From the Shopify order
When you fulfil the order in Shopify, Supercycle automatically updates the rental status to Fulfilled.
Go to Orders in Shopify
In your Shopify admin, go to Orders, then select the order you want to fulfil.
Select Fulfil item(s)
In the Unfulfilled section, click Fulfil item(s).
Add a tracking number and select a carrier if needed.
Add a tracking number and select a carrier if needed.
Send confirmation (optional)
Select Send shipment details to your customer now to email tracking info.
From Reservations
From Reservations
You can also fulfil directly in the Reservations view in Supercycle.
Change product/variant
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
From the Admin
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.
Change item
From the Admin
From the Admin
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.
Change rental period
Changing the rental period does not automatically adjust charges to the customer.
You will need to handle any additional charges or refunds separately.
You will need to handle any additional charges or refunds separately.
From the Admin
From the Admin
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.
Change fulfillment date/time
From the Admin
From the Admin
From the Shopify order
From the Shopify order
When an Order in Shopify is marked as fulfilled with an associated rental, the rental’s Fulfilled at will also be updated.
In bulk, from Reservations
In bulk, from Reservations
Mark as Fulfilled action from the Actions options on the Reservations table.
Change receival date/time
From the Admin
From the Admin
From the Return
From the Return
When a Return is marked as received with an associated rental, the rental’s receival will also be updated.
In bulk, from Reservations
In bulk, from Reservations
Mark as Returned action from the Actions options on the Reservations table.
Cancel rental
From the Shopify order
From the Shopify order
Rentals can be canceled by removing the line item from the Shopify order.
From the Shopify Admin, view the order containing the rental
You can also navigate to the order via the rental in Supercycle.
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.