A rental page in Supercycle, with markers referenced below.
Product
The product (variant) the rental is for.Item
The specific Item assigned to the rental.Serial
The Serial of the Item assigned to the rental.Order
The Shopify Order associated to the rental.Return
The return associated to the rental.Rental period
The period of time the customer is paying for.Reservation period
The rental period + buffers either side.Fulfillment date
When the item is expected to be fulfilled, or when it was fulfilled.Return date
When the item is expected to be returned, or when it was returned.Tags
Freeform tags added to the rental.Rental actions
Create rentals
From the Admin
From the Admin
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.
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
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.
Change item
From the Admin
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.
3
Save changes
Save your changes at the top of the page.
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.
From the Admin
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.
Change fulfillment date/time
From the Admin
From the Admin
1
Edit rental logistics
From the rental’s page, under Logistics, select Edit.
2
Select new rental dates
Under Fulfilled at, select new dates.You can also use the to remove the date in order to mark the rental as unfulfilled or unreceived.
3
Save changes
You’ll still need to do this, even if you close the edit rental view.
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
1
Edit rental logistics
From the rental’s page, under Logistics, select Edit.
2
Select new rental dates
Under Received at, select new dates.You can also use the to remove the date in order to mark the rental as unfulfilled or unreceived.
3
Save changes
You’ll still need to do this, even if you close the edit rental view.
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.
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.
Refunding a line item in Shopify will cancel a rental in Supercycle regardless of its fulfillment status.
Rental FAQs
How do I see all rentals from the same order?
How do I see all rentals from the same order?
You can filter rentals by Order ID from the Reservations table.