Getting Started: Add Your First Inventory Item
Keep it simple to start. Begin with a basic rental item to learn the workflow. You can add complex items (modular banners, multi-section obstacles, etc.) later.
Add a rental item so it displays on your website and can be quoted/booked.
Prerequisites
- Access to Settings → Inventory.
- At least one Category (recommended). Manage at Settings → Categories.
- A pricing approach decided (hourly, daily, or mixed).
- Optional: Images and a short description for the item.
Add a New Inventory Item
- Go to Settings → Inventory.
- Click “Add Inventory.”
- Name: Enter the item name (displayed on your site and quotes).
- Quantity: Leave blank to auto-fill “1” on save, enter a number, or select “Unlimited.”
- Category: Assign at least one Category so the item appears on your website. If adding multiple categories, set a Primary.
- Images (optional): Upload and reorder images to improve customer engagement.
- Description (optional): Add a short, clear description.
- Price: Add pricing for the item. See Pricing for details.
- Click “Save.”
Video: Adding Inventory (Basic)
Feature Options & Parameters
- Setup/Tear-down Time: Add default minutes for scheduling and staffing.
- Recovery Time: Buffer hours to prevent back-to-back bookings.
- Allow Discounts: Allow all, admin-only, or none.
- Additional Deposits: Require item-specific deposits ($ or %).
- Display Settings: Choose where the item appears (website, quote page, packing list, etc.).
- Availability Buffer: Warn when stock is running low on leads.
- Mark Inactive: Hide from new bookings and remove from subscription count.
Use Cases
- Simple rental: Add a bounce house with images, a short description, and price; assign to the “Bounce Houses” category.
- Multiple identical units: Track individually with serial numbers while grouping on customer pages. See Related Links.
Troubleshooting & FAQs
- The item doesn’t appear on my website. Make sure it has at least one Category and is enabled to display on customer pages in Advanced Settings.
- The price isn’t showing as expected. Confirm a price is set and that any accessory/package overrides aren’t suppressing it. See Pricing.
- Quantity confusion. If left blank, quantity becomes “1” on save. Use “Unlimited” when stock shouldn’t limit availability.
- I have multiple of the same item. Use serial numbers and same-name items to track units individually. See Related Links.
- I need a quick quote. Create a new Lead with event time to get pricing/availability quickly. See Related Links.