Managing Hire Records

Overview

Hire Records provides a central view of all hire orders. Search, filter, and manage orders through their lifecycle.

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Viewing Hire Records

Navigate to Manage > Hire Records to see all orders.

Statistics Cards

• Total Orders: All hire records
• Quotations: Unconfirmed quotes
• Pending: Awaiting delivery
• On Hire: Currently active
• Completed: Finished orders

Table Columns

| Column | Description | |--------|-------------| | Order No | Unique order number | | Customer | Customer name | | Site | Delivery location | | Status | Current status | | Value | Order total | | Dates | On-hire and off-hire dates | | Actions | View, Edit, More options |

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Order Status Workflow

1. Quotation → Customer quote, not confirmed
2. Pending → Confirmed, awaiting delivery
3. On Hire → Equipment with customer
4. Partial → Some items returned
5. Completed → All items returned
6. Cancelled → Order cancelled

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Actions

View Order

Click View to see full order details including items, pricing, and history.

Edit Order

Click Edit to modify order details (while not completed).

More Actions (⋮ menu)

• Generate Contract: Create PDF contract
• Email Contract: Send to customer
• Raise Breakdown: Report equipment issue
• Process Off-Hire: Return equipment
• Duplicate: Copy order as template

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Searching & Filtering

Search: Type order number, customer name, or site.

Filters:

• Status (Quotation, Pending, On Hire, etc.)
• Date range
• Customer
• Salesperson