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Create rentals

You can create a rental on behalf of a customer via the Shopify admin.
1

From the Supercycle admin go to Reservations

Go to Supercycle > Reservations
2

Click Create rental order

3

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.
4

Click save to create a Shopify draft order

Click save.
5

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.
6

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.
7

Rental order created

You will now have a Shopify order for that customer with rentals that can be seen in Supercycle reservations.

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Filtering which orders to fulfil

You can find rental orders in both Shopify and Supercycle.
1

Go to Orders in your Shopify admin.

From Shopify.
2

Filter by:

  • Unfulfilled status
  • Tagged with Has rental items
Filtering unfulfilled rental orders in Shopify orders view
1

Go to Reservations in your Supercycle admin.

From Supercycle.
2

Use the Unfulfilled filter to see upcoming or unsent rentals.

Filtering unfulfilled rental orders in Shopify orders view
3

Filter orders to fulfil today

Use the Expected fulfilment date filter and set it to Today.
Filtering reservations by expected fulfilment date in Supercycle

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Fulfil the order

You can fulfil the order from Shopify, from Supercycle, or through the API.
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.
You can also fulfil directly in the Reservations 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.
Mark as fulfilled button in Supercycle reservations view

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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.
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.
3

Save changes

Save your changes at the top of the page.

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Change item

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.
3

Save changes

Save your changes at the top of the page.

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Change rental period

The rental dates can be changed to any dates and we recommend checking the availability of the item before selecting new dates.
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.

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Change fulfillment date/time

1

Edit rental logistics

From the rental’s page, under Logistics, select Edit.
2

Select new rental dates

Under Fulfilled at, select new dates.
3

Save changes

You’ll still need to do this, even if you close the edit rental view.
When an Order in Shopify is marked as fulfilled with an associated rental, the rental’s Fulfilled at will also be updated.
Mark as Fulfilled action from the Actions options on the Reservations table.

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Change receival date/time

1

Edit rental logistics

From the rental’s page, select Edit.
2

Select new rental dates

Under Received at, select new dates.
3

Save changes

You’ll still need to do this, even if you close the edit rental view.
When a Return is marked as received with an associated rental, the rental’s receival will also be updated.
Mark as Returned action from the Actions options on the Reservations table.

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Cancel rental

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.

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FAQs

No. The arrival date does not update based on tracking information.
It’s calculated using your configured logistics buffers.