Start setting up or editing your product inventory with access to detailed instructions on selecting an inventory type, assigning resources, creating new assets, selecting from existing assets, assigning additional assets, quantity vs capacity, and understanding the Guest and Staff experience.
New to the Product Builder? Read the first article in this series for an introduction to the Product feature.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Inventory > Products > Products > Add Product/Add New Product/Edit Product > Inventory
What more do I need to use this feature?
-
Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
Which Checkfront version supports this feature - classic items, classic products, or both?
- Your account must have access to classic products (Inventory > Products), a key feature of our classic products version of Checkfront. This feature is not available for use with classic items (Inventory > Items) in our classic items version. → Learn more about products.
Establishing inventory for your product
Back to topStart configuring or editing your product inventory (Product Builder > Inventory) by following these high-level steps. You can find detailed instructions for each step under 'Learn More'.
| Steps | Learn More | |
|
1 |
Add guest types (e.g. Guests, Seniors, Adults, Youth, Children) to allocate inventory by type, support price points by type, and collect Guest information. Guest types are optional. |
|
|
2 |
Determine what type of inventory you need for your product - unlimited, simple, or assets (resources). Those with unlimited or simple inventory are done! You can continue to the next article in this series. Those using assets can continue to the next step. |
|
|
3 |
Learn more about resources/assets before starting. |
|
|
4 |
Create your first assets, e.g. kayaks. |
|
|
5 |
Select an existing asset category and asset for your product, e.g. boat rentals and kayaks. |
|
|
6 |
Assign additional assets to your product as needed, e.g. life jackets and paddles. |
|
|
7 |
Understand the differences between assets assigned by quantity vs. capacity. |
|
|
8 |
Finally, take a look at the Guest and Staff experience with assigning assets. |
|
|
9 |
Editing, removing, and archiving assets from the Product Builder or Asset Builder. |
|
Check out the next article in this series for a high-level look at adding inventory to your product.
< Step 1: Setting up your product details | Step 2: Determining availability of your products >