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. Inventory management

Adding Private & Extra desks to offices

How to assigning customers on private desks to an office.

  1. Ask the Admin team to create an inventory item with the exact same office name that the private desk will be in. Name this item [Same Name as office] + Pvt desk 01,02, etc...

  2. Ensure this new Private desk inventory item the correct price.

  3. Assign this item to the private desk occupier.

  4. If the entire vacant office is sold, move private desk customers to another office and rename the inventory items.

This will allow the office to still show as vacant yet also account for Private desk inventory.

How to assigning extra desks to an office.

    1. Ask the Admin team to create an inventory item with the exact same office name that the desk will be in. Name this item [Same name as office] - Extra desk 01,02 etc

  1. Give this Extra desk inventory item the correct price.

  2. Assign this item to the Customer who is already occupying the Office (or the customer who will be paying for it).

  3. Once this desk is vacated, ensure to request admin to delete this inventory item.

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Last updated 5 years ago

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