Setting up allotments(Using the Inventory Tab)

Use the Inventory tab to set up the allotments for a specific rate plan.

Inventory counters are hierarchical and inherit counter values from their parent items. New child rate inventory will initially inherit the parent's rate inventory until changed at this level.

Setting Up or Editing Your Inventory

To set or edit your inventory:

Click the Inventory tab. The Inventory Calendar screen appears.

Tip: To display the rate starting from a date other than the current date, enter that date in the date window or click the calendar icon to select the date from the drop-down calendar. You can also select a specific date range from the drop-down list.

Click the (edit) icon in today's date or any future date you want to adjust inventory. The Setup Inventory pop-up window appears.

Note: When hourly, half hourly, or quarter hourly items are selected, a Magnifying glass icon appears in the upper right corner of each date. Clicking this icon displays an hourly, half hourly or quarter hourly view.

If the item is seasonal, select the season from the Rate Season drop-down list. To set up a rate season, see Seasons.
Enter a Start Date and End Date for this inventory or click the calendar icon to select the dates from a drop-down calendar.

Tip: You can quickly remove inventory settings from the calendar in the date range selected. Select the Remove checkbox in the Setup Inventory window, then click Save. If you are adding items that have a time period associated with them, such as hourly rentals, Start Time and End Time drop-downs appear in the pop-up window for you to indicate when these items are available.

Note: To clear all the days of the week, click the Uncheck All button. To select all days of the week, click the Check All button.

By default, all days of the week are selected (darkened). Click to select any days of the week this item would not be valid.

Enter the quantity of inventory that is available at this rate.

Tip: You can use Clear to clear all the fields and start over. You can use Close Window to close the window without saving.

Click Save and Continue to add other settings, or click Save to save this inventory setting and return to the tabbed work area.

Do one of the following:

Select another tab to continue setting up inventory items.
Click the Rates option to add or modify rates.
Click the property name at the top of the screen to return to the Property Dashboard.