Creating Hire Orders

Overview

The Hire Entry module is the core workflow for creating new rental/hire orders. Select customers, add equipment, assign suppliers, and generate contracts.

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Accessing Hire Entry

1. From Dashboard: Click New Hire Order in Quick Actions
2. From Sidebar: Navigate to Creations > Hire Entry
3. From Hire Records: Click Create Hire button

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Creating a Hire Order

Step 1: Select a Customer

1. Click the Customer dropdown
2. Start typing the customer name
3. Select from filtered results
4. Customer details auto-populate

New Customer? Click + New Customer to create one on-the-fly.

Step 2: Enter Delivery Details

1. Site Name: Project or site reference
2. Delivery Address: Use default or enter new
3. Delivery Contact: On-site contact details
4. Delivery Date: When equipment arrives
5. Expected Off-Hire: Estimated return (optional)

Step 3: Add Items

1. Click Add Item
2. Browse by category or search
3. Select items and set quantities
4. Click Add to Order

Step 4: Configure Pricing

For each item:

1. Click item row to expand editor
2. Set Rate Type: Daily, Weekly, or Monthly
3. Review Customer Rate and Supplier Rate
4. Check Margin calculation

Step 5: Assign Suppliers

1. Click item's supplier field
2. Select from available suppliers
3. Review rates and availability
4. Confirm selection

Step 6: Review & Create

1. Check Items Summary table
2. Enter Customer Order Number if required
3. Add any Notes
4. Click Create Order or Save Draft

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Saved Drafts

Access incomplete orders from the Saved Drafts section.

• Load: Restore draft to continue editing
• Delete: Permanently remove draft

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Generating Contracts

1. Click Preview Contract to review
2. After creating order, click Generate Contract
3. Download, email, or print the PDF

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Tips

• Select customer first - rates auto-populate
• Add all items before adjusting pricing
• Save drafts frequently for complex orders
• Review margins before submitting