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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  • Adding an office
  • Key terminology

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  1. Getting started
  2. Inventory set up

Offices

Your office inventory should already have a simple naming system in place, else we'd suggest to adopt one for easier management.

Adding an office

Adding an office is simple.

  1. Navigate to the Inventory>Offices area.

  2. Click the add button

  3. Fill out the details and settings and hit save

Key terminology

Details

Name: The name to identify the office or item in inventory as well as on billing. Floors: (Specific to offices) The Level's within your space. Note that you should fist set up the levels of your place, with you have a single level or a number of floors, this just helps keeps things tidy. Description: Additional text you'd like to appear on invoices. Area: Total square meters of the office size. Number of desks: total desks within the office Target Price: Monthly price of the office.

Settings

Charge type: Defaults to monthly as this is how offices are generally billed. Currency: Defaults to AUD but can be changed if locations are outside Australia. Xero acc code: maps the item to the correct account code in XERO. Tax Type: Should be set to OUTPUT Item Type: Shows the type of item and where it belongs to. Location: Physical and/or billing location of the item. Item ID: Admin purposes only. Sort: Used for manual ordering of inventory list. Status: Active for live visible items, inactive for retiring/removing items.

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Last updated 3 years ago

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