Using the Item tree menus

Tree menus allow you to perform an action in the Item Tree. These menus allow you to perform an action on the selected item type or item, such as add, rename, delete an item, or add a rate to the item. Right click an item type or item to display its menu.  

In this topic

Adding a New Item Type

Adding an Item

Renaming an Item

Deleting an Item

Adding a Rate to an Item

 

Adding a New Item Type

This menu allows you to add a new item type to the item tree. An item type is a class of items (for example, Property Room Types) within a specific item group (for example, Lodging).

To add a new item type:

  1. In the Item Tree, right-click Add Item to display the Item Type menu.

  2. Select New Item from the menu.  The Add Item window appears.

  3. Enter the item type name (can be up to 45 characters including spaces) and click the Add Item button.

The tabbed categories associated with the new item appear above the tabbed work area with the Item Wizard Item Setup screen displayed by default.

  1. Begin defining your inventory item using Item Wizard.

Adding an Item

This menu allows you to add, delete, or rename an item, or add a rate item.  An item (e.g. Junior Suite) would be a product that would be common to a specific product type (e.g. Property Room Types).

To add a new item:

  1. In the Item Tree, right-click the item type where you want to add the new item.  The Item Menu appears.

  2. Select New Item from the menu.  The Add Item window appears.

  3. Enter the item name (can be up to 45 characters including spaces) and click the Add Item button.

The tabbed categories associated with the new item appear above the tabbed work area with the Item Wizard Item Setup screen displayed by default.

  1. Begin defining you inventory item using Item Wizard.

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Renaming an Item

To rename an item:

  1. In the Item Tree, right-click the item you want to rename.  The Item Menu appears.

  2. Select Rename Item from the menu.  The Rename Item window appears.

  3. In the New Item Name field, enter the new item name (can be up to 45 characters including spaces) .

  4. Enter the item and click the Save Changes button.  The new item name appears in the Item Tree.

Deleting an Item

  1. In the Item Tree, right-click the item you want to rename.  The Item Menu appears.

  2. Select Delete Item from the menu.  

  3. In the confirmation window, click the Ok button.

Adding a Rate to an Item

  1. In the Item Tree, right-click the item you want to rename.  The Item Menu appears.

  2. Select Add Rate from the menu.  The Add Rate window appears.

Note:  The rates that appear are those not currently assigned to this item.

  1. Select the rate you want to add.

  2. Click the Ok button.

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Related Topics

Setting Up Your Inventory