Hamlet Support Docs
  • Welcome to Hamlet Knowledge Base
  • Getting started
    • Location set up
    • Inventory set up
      • Inventory terminology and organisation
      • Offices
      • Products & Services
    • Customer portal set up
    • Email template set up
  • Customer management
    • Terminology
    • Adding a new customer
    • Onboarding new customers
    • Adding team members
    • Changing the status of a customers account
    • Day pass Check-ins
    • Updating/Changing a customers billing name
  • Leads
    • Leads management
  • Billing
    • Payment methods
    • Sending invoices to review prior to billing date
    • Paying for items in advance
    • Paying overdue invoices
    • Adding items and charging
    • Adding descriptions for items
    • Service Categories
    • Adding another contact to receive invoices
  • Bookings
    • Tentative bookings for external customers
    • Extending or changing bookings
  • Inventory management
    • Adding Private & Extra desks to offices
  • Features
    • Notes
    • How integration with Integrapay/XERO works
  • FAQ
    • Adding Staff members to Hamlet
  • Go live procedures
    • Preparing a location for Hamlet Go Live
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  1. Getting started
  2. Inventory set up

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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Last updated 3 years ago

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