Quick Add Inventory Item
Are you trying to add an item to a contract and when you search for it, it’s not showing up? Don’t worry. We’ve made it easy for you to add an item to your inventory straight from the transaction rather than leaving the transaction to add the item. This article will show you how to quickly add a new inventory item from a rental transaction or by using the Quick Add option when creating a new item from your inventory list.
From the transaction inventory search screen, click + Add Item found under your search results when adding an item onto the transaction.
Note: You can also find this option for Quick Add under Inventory > Inventory.
Complete the name, the category, choose if it’s a rental or sale item, enter the base rate or sales price, total quantity in stock and total purchase price.
You will see your rate structure and percentage rates listed, too. If you have a different pricing for this item, click the "I have different pricing" link and set your prices. Click Save and now the item is in your inventory listing.
From the transaction, just enter the quantities and click Rent Item/Sell Item. You’ve not only added an inventory item within your inventory list but have also added it on the transaction in one step.
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