To create items in your inventory library:
- Click your name in the upper-left corner and select Inventory & Prices.
- Click the category you would like to add your items to.
- In the category's slider, click the + add icon to open the Create Items slider.
- In the slider:
- Enter the name of your item.
- Add an item rate:
- Select a rate type.
- Add the rate quantity. This is the number of items for this rate type. For example, if you're selling by the dozen, the rate quantity would be 12. If you're selling them single items, the rate quantity would be one.
- Select the units your item is counted by, such as each or per person.
- Add a default quantity if you wish.
- If the item rate should be unbillable by default, check Unbillable. This can be changed on the event if needed.
- Do you also need to track the number of hours or days this item will be used? If so, check Is Time Bound.
- Select whether the item billed hourly or daily.
- Add a default time quantity if you wish. If you would like the time quantity to be calculated from either the function time or the item's time, leave the default quantity blank.
- If this item's time quantity should always be a whole number, select Round Up Time Quantity.
- Click Add Item Rate to add additional rates, following the directions in step 2 to add all item rate information. Once all item rates have been added, continue to the next step to add the rest of the item information.
- If this item's quantity should always be a whole number, select Round Up Quantity.
- Enter the stock level of your item (Optional). Stock level calculations will include all of the item's rates.
If an item has a stock level, you will receive an alert if you overbook an item on a day. For more information about stock levels, please see Real Time Stock Alerts. Note that stock alerts are not supported in the Booking Portal at this time. - Add an item code. (Optional)
- Add a default description (Optional). This will be added to the item's note when you add it to an event.
- Add a default billing note (Optional). This will be added to the item's billing note when you add it to an event.
- To add additional items, click Add Item.
- Once you've added all of your items, click Save.
- The items you've added will be listed on the category slider.
- You may set the order the items will display in within each category. Click the sort sort icon.
- Drag and drop your items to the order you want and click Save.
In order to add items to events, they must be added to a price schedule. Please see Add and Edit Pricing for Inventory Items and Packages.