This article will show you how to add new unserialized or bulk inventory items. Have you received a new bulk item and you want to start renting it?  Not sure how to add this to your inventory? This article will show you how to add new unserialized or bulk inventory items to Essentials.

Topics included in this article:

• Add New Unserialized Item
• Basic Information Screen
• Pricing Screen
• Adding Stock
• Suggested Items
• Supporting Documents
• Delete/Update Supporting Documents
• Send Out Contract via Email with Supporting Documents
• Add Maintenance Records
• Return an Item Back to Inventory

Add New Unserialized Item

From the Inventory menu, click on Inventory.
 

From here, click + New Item and select Unserialized Item.
 

Basic Information Screen

From the Basic Information screen, complete the required or needed information for the item.  The Name, Category and Display are the only fields required for this screen but you might want to complete other fields for your information and reporting purposes.  If this is a metered item, be sure to specify which meter type this item is going to be.  You can find this option at the bottom of the Basic Information screen.

Item Type

Setting a Minimum Rental Period

Establish a minimum rental period to prevent customers from booking an item for less time than you specify. Typical uses include weekly‑only rentals on bicycles, scooters, or other high‑demand assets.

Prerequisites

• You have permission/privileges to edit inventory items in Essentials.
• The item already exists on your inventory list.

Step‑by‑Step Instructions

1. Scroll to the Minimum Rental Period field.
2. Type the minimum duration using standard time codes:
   1. D = Day(s)  3D → 3 days
   2. W = Week(s) 1W → 1 week
   3. M = Month(s) 2M → 2 months

 (Optional) Verify in Storefront

1. Open Storefront and perform a hard refresh (Ctrl + Shift + R) to clear the cache.
2. Locate the item; the product page now displays Minimum Rental Period: <duration>.
3. Add the item to the cart.
4. Attempt to select a rental period shorter than the minimum. A message appears: “An item in your cart has a minimum rental duration of <duration>.” Adjust dates to proceed.

Tips & FAQs

Pricing Screen

Once all of the desired information has been completed, go to the Pricing Tab to set up the base rate of what you will be charging to rent this item, any deposit required, replacement cost and any flat dollar damage waiver amount.  
 

Note: If you have an overall damage waiver percentage for all your items set in Configuration, the damage waiver dollar amount field will not be available for your items.

 

If you have multiple price sheets set up, be sure to assign the appropriate price sheet to the item.  If no price sheet is assigned, the default price sheet will be linked to the item.

 
Once all information is entered, click Save. 


 

Adding Stock

Go to the Stock tab to add stock.  

From Stock, click Add Purchase Record to add quantities and purchase history.  You want to enter a date prior to the current date and time, the quantity purchased, and the total price of what you paid.  Vendor information, Item Name (Purchased As), PO#, and notes are optional.  

Click Save and now you have this item listed in your inventory. 
 

Suggested Items

If you have any optional or automatic suggested items, you can add those to the Suggested Items tab.

Supporting Documents

Supporting Documents allows you to upload any PDF documents associated with this particular item.  These can be anything from instructional documents or additional contract terms and agreements. 

Just click Upload Document, select the PDF file you want to upload and click Open.  The document is now attached to the item. 

This allows you to see when the document was created (or uploaded) along with the file name.
 

This document can be viewed at anytime by editing the inventory item and clicking View.  

Delete/Update Supporting Documents

If you have an out of date document attached, once the document has been updated, you can remove the old document by either clicking the "X" next to the document or checking the selection box next to the document and clicking the Delete Item Document button at the top of the document list.
 

Once any documents are uploaded, if you’ve entered all of the desired information on the item record, click Save and you’re done.  Now you will see the inventory listed in your inventory list. 


 

Send Out Contract via Email with Documents Attached

When you send a contract via email to the customer and an item on the contract has a document attached, you will be asked if you want to include the item document.  If so, just check the selection box next to the item document and it will be sent to the customer along with the contract.

Add Maintenance Records

Click the edit icon next to the inventory item and choose the Stock tab.  From here, click Make Inventory Unavailable and complete the transaction date and time and the quantity that is being placed into maintenance.

Select Maintenance from the Unavailability Type dropdown and whether the maintenance will be unbilled, billed, or covered under warranty.

You also have the options to select whether the maintenance will affect availability, choose a location, and add any notes about the maintenance or what needs to be completed. 

Once these fields are completed, click Save and the item is now placed in maintenance and taken out of availability.  

Once the maintenance entry has been added, you will see it listed under the Stock tab.

Return an Item Back to Inventory

Has the maintenance been completed, and you want to return it back to stock?  Once you search for the item in Inventory, click the edit icon and choose the Stock tab.  Click the Receive Inventory from Unavailability button and enter the back in stock date and time, the quantity and cost associated with the maintenance.  

Once you click Save, you will see the returned maintenance record listed on the Stock tab of the inventory item.



Related articles

New Serialized Inventory
Creating a New Contract