Convert Quote to Rental

When a Quote is confirmed by customer (or manually confirmed within Viberent), it must be converted into an active Rental transaction.

To do this:

  1. Open the confirmed quote in the Quote Screen.
  2. Scroll to the bottom and click the More Options dropdown.
  3. Select the "Convert to Rental" option.

This process will seamlessly transition the quote into an active rental within Viberent.

If you click Yes, Viberent will convert the quote into a rental and automatically redirect you to the Rental Screen.

  • If the item is serial-numbered, you will need to select the appropriate serial number.
  • If the item does not require a serial number, you can proceed by directly saving the rental.

Watch video:

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