Rental Inventory - Adding a New Item

Adding Inventory-Basic


Most of the fields on the rental page, when adding in your inventory, is optional.

The most important ones to fill-in when adding a new item include:

Name - What you want to list it as, both for you, and how it’s displayed on the customer quote form (See Serial Numbers and Items with the Same Name article for appending more to the name).

Quantity - If you leave this field blank, we autofill it with a quantity of "1" when you save the rental item. If the quantity is unlimited, be sure to select the unlimited box. 

Category - All inventory gets put into a category, whether you have this feature turned on or not. Check in Settings --> Categories to edit these and turn this feature on/off. You can place your inventory into multiple categories, if you wish. See here to learn more about categories.

Images - Uploading an image and/or images is not required, but if you are using the customer quote form, this is highly recommended. Otherwise, the customer has only the name of the item to go off of. You can upload multiple images for your inventory (the first image uploaded will be the display photo). Incorporating images into your inventory can significantly improve customer engagement, sales and overall efficiency in operating your business.

Description - Similar to the images, this is not required, but helps clarify to the customer what this piece of inventory is and provide a visualization to the customer. Having a description can also help provide clarity and help assist locating the item on your website. Using descriptions for your inventory items can enhance organization, communication and overall efficiency in managing your rental items. We have a tool built into the software that helps you generate a description and if you use this functionality, we encourage you revise (and edit, if necessary) the generated description.
*This can also help with SEO (For more information regarding SEO, please see this article).

Set-up/tear-down time - This is not required, but does help when it comes to the approximate set-up and tear-down times for each inventory item. This also helps with the logistics to ensure you're given enough time before and after events, improved planning, reducing conflicts and helps prevent overbooking and/or tight turnaround times. These are best entered in intervals of 15 (15, 30, 45, 60). If these times are not entered, the software will default to 15 minutes for each item.

Price - (see here for details on setting Rental Prices).  

Adding Inventory-Advanced

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