Add a product

A product is anything you rent out: a tent, a table, a chair, a dance floor. Once it is added, it can go on quotes and its stock is counted on every order.

Steps

1. Open Inventory and stay on the Products tab.
2. Press New product.
3. Type the Name.
4. Pick Tracked as: Counted for most things, Kit for something made of parts, Each unit tagged if every unit has its own tag.
5. Pick its Category and Subcategory.
6. Type the Unit price and, for a counted item, the Quantity owned.
7. Press Create product. Its page opens.
8. Add a photo with the picture beside the name.
9. Fill in its weight and install time in Weights & times (the page links there). Until then it says Missing for the planner.
10. Open More for the SKU (filled for you from the category, subcategory and name, like FT-20WF-20X20CLFT; type over it to use your own), barcode, supplier code, cost per rental, replacement cost and the rest.

The item page

• The top shows the unit price, how many you own, and its weight on the truck.
• Product: name, tracking, category, price and stock.
• Time and crew and Size and loading: shown here, edited in Weights & times. Tent style and Needs a lift gate you change right on the page.
• What's in it for a kit. See Kits and components.
• 3D model: what draws it on a quote's 3D layout. See 3D event layout.
• Specs and details: plain facts about the item, one a line. Quotes, the client's page and the crew read it.
• Stock and availability: what is free on any date, tagged units, and anything held out of service.

Good to know

• Damage waiver applies (under More) decides whether the waiver is charged on this item.
• Usually sub-rented (under More) marks an item you normally rent in from another company. See Sub-rentals.
• To stop renting an item, switch Active off. It stays on old orders but cannot be rented. Find it again with Archived instead.
• Bringing in a whole catalog at once is faster with an import. See Import your data.

If something goes wrong

• The item is not offered on a quote. It is archived, or Rented on its own is off, which makes it a component.
• It says "No weight" on the truck. Fill in its weight in Weights & times.