Inventory terminology and organisation

Inventory is divided into 3 main navigation areas: offices, products & services and meeting rooms.

Within these 3 areas you will find Groups and Categories which all inventory items will be added to.

Groups & Categories

Groups are overarching parent groups that hold a set of relevant categories. Within groups, any number of categories can be set up to hold a set of items.

For example: The Group 'Offices' will hold the category 'Office' The Group 'Coworking' will hold the categories 'Flexi-desks, Permanent desks, Passes' The Category 'Passes' has 3 items such as '1-day pass, 10-day pass, 30-day pass'

Items

Items are then assigned to categories and then be available to add to customers' billing from the billing pop-up.

Keep groups and categories as minimal as possible for easier management.

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