Customer Access Portal - Rentals

Export the List of Open Pickup Requests in GateWay

Describes how to export a list of open pickup requests as a spreadsheet in the customer access portal.

Type

How to

Audience

GateWay Company Administrator, Customer, Salesperson

Products

GateWay’s customer access portal

 

Context

Export the list of open pickup requests when you need to share insights into what equipment is waiting to be picked up from the rental company. For example, you can export the list of open pickup requests then email it to your site supervisor so they know which equipment needs to be moved to the site entrance for pickup.

 

Before You Begin

Required: Internet connection; valid GateWay account; valid login credentials and access permissions; existing pickup request

 

Steps

To export the list of open pickup requests as a spreadsheet, do the following:

  1. In the customer access portal menu bar, navigate to Rentals > Open Pickups
    The Open Pickup Tickets page opens in the main area
  2. Click Export
    The list of pickup requests is downloaded in your browser as a spreadsheet

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