To add new product go to the Products section from the main menu and click on the List submenu.
Click on the “Add Product” button in the top left corner of the page.
Product Details
Product Name – Enter the product name.
Brand – Select the brand name of the product if applicable from the dropdown list. Click on the “Create New” button to add the brand name to the list. A pop-up window will appear. Enter the brand name and click on the “Save” button.
Category – When you click on this field the list of existing categories will drop down. Select from the existing categories or enter a new category and add it. (For more details on adding categories see “Add Product Category” article).
Product Type – Select whether this product is Serialized or Unserialized from the dropdown list, depending on whether or not that product has a serial number that needs to be tracked.
Short Description – Provide a short description of the product.
Full Description – Provide a full and detailed description of the product.
Tags – Enter the tags associated with the product if applicable. If you use website integration these can be used to synchronize it with your website.
Buffer time – Time needed to prepare a product for rental after it has been returned (e.g. cleaning the product, doing some maintenance, checking it, etc.). Select the “Hours” or “Days” option on the right side of that field if you need hours or days as buffer time appropriately.
Photo – Click to choose and upload a photo of the product if applicable.
Attachment – Attachment is any document or file you want or need to attach (e.g. user manual, additional pictures, schemes, etc.) If there are no attachments to the product you will see “No existing attachment” writing.
Click on the “Add Attachment” button to add the attachment you want. A pop-up window will open. Click on the “Add Files” button to select the file you want to add. Click on the “Confirm” button.
Check one of the appropriate boxes if applicable.
Exempt from damage waiver – Check on the snippet (…) for more details.
Add-on only – A product that is given as an add-on to the other parent product (e.g. candles that go with the candlestick, etc.)
Do not show on the website – Check this box if for some reason you do not want this product to be shown on the website.
Is featured – Check this box if you want to add this product to a featured list.
Product Variants
Product variants are combinations of all different attributes (options) of a product. The system creates a combination of all the attributes (options) you assigned to the product thus creating variants for the product.
For example, if your product – a tablecloth, comes in two different sizes (55”x70’’ and 55’’x80’’) and two different colors (blue and red) our system will generate 4 variants of this product:
A tablecloth – size 55”x70’’; color – blue
A tablecloth – size 55”x70’’; color – red
A tablecloth – size 55’’x80’’; color – blue
A tablecloth – size 55’’x80’’; color – red
If you add an attribute our system will generate additional variants.
Check this box if you want to add variants of a given product. When you check the box additional fields will open.
Option – Enter the attribute of the product (color, size, etc.)
Value – Specify the attribute of the product (blue, red, 55”x70’’, 55’’x80’’)
Click on the “Add Another Option” button if you want to add more options.
Watch the video below that will demonstrate how Product Variants are created and used with quotes and orders.
Assign Product to Inventory
This box is already checked but you can uncheck it if you do not want this product to be automatically assigned to the inventory. (For more details on adding items to the inventory refer to the “ADD ITEM” article).
Check appropriate boxes if this product is Taxable, Available, or Discountable.
SKU – Enter the “Stock keeping unit” code which is used to differentiate products. It is assigned to a product to identify specific information about it. Click on the “Autogenerate” button to generate a SKU number for a given product.
Barcode - Click on the “Generate” button to generate a barcode for a given product.
Note: You can add products to the inventory, generate SKU, barcode, etc. from the Add Item submenu of the Inventory section in the main menu.
Pricing and Cost
Click on the “Rental” button if you want to specify and enter pricing and cost for the rentals.
Rental Price – Provide the rental price for the product.
Stock Quantity – Provide the number of the products you have in the stock.
Purchase Price – Provide the price you paid while purchasing the given product.
Replacement Price – Provide the price you charge for the replacement of the product if it is irreparable, i.e. lost, broken, etc., upon return. If any of the products are listed as Unrepairable (Orders -> Return -> Returning Items -> Unrepairable) replacement price will be charged as a damage fee.
Labor Cost – Provide the labor cost if applicable. Note that labor costs will be added every time you add this product to the quote or order.
Since the product is rented out on a daily basis the Daily Rental box is checked.
On Sale Price – Provide the discount for the rental price of the given product (if applicable).
Product Level Multiplier – Choose the product level multiplier (if available). (See PRODUCT LEVEL MULTIPLIER article to know how to create Product Level Multiplier). Note: if you choose a product level multiplier it will automatically be applied to the product in every order. However, you can disable it while creating the order.
Besides daily rentals, the products can be rented by interval or by a slot. NOTE: you cannot check both Rented by Interval and Rented by Slot boxes at the same time, even though you can check any of them together with Daily rental. You can uncheck the Daily Rental box if one of these options is checked.
Rented by Interval – check the box if the product can be rented by the interval. Additional fields that have to be filled out will appear. If you check this box alongside the daily rental box, the given product will be listed both as daily rental and as an hourly rental on your availability calendar.
Interval Steps – Select the interval step from the drop-down list
Rental Interval – Select the rental interval from the drop-down list
Price Per Interval – Write price per interval
On Sale Price – Write the discounted sale price
Rental by Slot – check the box of the product that can be rented by a slot which means it can be rented by certain time slots set by you. When you check the box additional fields to be filled out will appear.
Additional Hourly Price – Provide additional hourly price. This option can be utilized if the rental time for the product exceeds the set time slot.
Start time – Enter the start time for the slot.
End time – Enter the end time for the slot.
Price – Write the price for the given slot.
On Sale Price – Write the discounted sale price.
Day of Week – Select the day of the week when this slot will be available.
Actions – Click on the
button if you want to delete the slot.
Click on the “Add New Slot” button to add a new time slot.
Click on the “Sale” button if you want to enter or specify pricing or costs for the products you sell.
Sale Price – Provide the sale price for the product.
Stock Quantity – Provide the number of the products you have in stock.
Purchase Price – The price you paid while purchasing the given product.
On Sale Price – Provide the discount for the sale price of the given product (if applicable).
Labor Cost – Provide the labor cost if applicable. Note that labor costs will be added every time you add this product to the quote or order.
Include Add-ons
Check this box if any add-on product should be included.
Select the type of the add-on by clicking either on the “Sale” button if it is, for example, a disposable product and is available only for sale, or on the “Rental” button if it is available for rental.
Product – Select the add-on product from the dropdown list. Note: You should have created an add-on product before for it to be available in the dropdown list.
Product Variant – Select from the dropdown list product variants available (if applicable).
Quantity per 1 parent product – Enter the number of add-ons that go to one parent product.
Check the Required box if this is a must have add-on and cannot be removed from the order.
Provide the add-on price in the field below. When selecting the parent product, this add-on will be sold for this amount.
Check Inherit price from product box if you want price to be inherited from the product. This can be useful in case an add-on product has several variants which have different prices so upon selection, a correct price will be pulled out.
Click on the “Add Another Add-on” button if you want to add another add-on product.
Linked Products
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Notes
Additional Information – Write down any additional information on a given product.
Click on the “Save and Preview” button.