Exchanging a Vehicle
The exchange operation involves:
- Exchanging the customer's current asset for a new one, where the price, duration, and mileage can be adjusted.
- The exchanged booking starts on the end date of the original booking and follows the same approval process.
- Once the exchanged booking is created, the customer's previous car is off-hired, and the new car is on-hired.
This article will cover the process of exchanging a vehicle for a customer.
- Log into the back office, head to the bookings section and click the 'In Progress' tab as seen below:
- Pick a booking whose car requires exchanging.
Click the Take Action button and then the Exchange button.
- Choose the new asset.
- Search for the asset to be exchanged in the search box. Click the "Book" button against the asset
- Complete the form and select the package. Add a promo code, if any. The deposit will usually be charged on the first booking, so no deposit is included in an exchange by default. You can choose to include it by clicking the Initial Payment check box.
- Click the confirm button.
- A new booking request has been created using the existing booking ID with "_1" added at the end. Subsequent exchanges/renewals will have "_2", "_3", etc. This enables you to see all the "versions" of a booking.
- You can click the close button to take this booking to the Requested Tab, which we can approve later.
- If you click the Approve Now button, you will be directed to the steps to approve the booking.