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:
- Open the confirmed quote in the Quote Screen.
- Scroll to the bottom and click the More Options dropdown.
- 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.
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