Items - Inventory Builder: Description

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |
Locate: Inventory > Items > Add New Item > Description

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In the previous article, we looked at the Inventory Builder - Creating an Item. In this article, we walk you through the basics of naming, categorizing and adding a Description to your Item.

 

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Categories allow you to group inventory with shared characteristics. Categories help Guests find what they need on the Customer Booking Page (Customers > Customer Booking Page or simply add /reserve on to your account URL) and aid Admin and Staff with reporting.

 

 

If you would like to create a new Category click on the + Create New Category button to the right of the drop-down.  

Next, enter a name for the new Category and click on the blue check-mark button [ ✓ ] to save the new Category and selection. The new Category will then be selected for use with your Item. When creating future Items, the Category will now be part of the existing list of options.

 

Using the drop-down menu, you can select or search for a Category you have already created.

After clicking on the drop-down Category menu, you will see a list of previously used Categories. If the Category you’re looking for is in that list, go ahead and select it.

 

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Enter a new name for your Item. Keep it simple and make it obvious to your Customers what it is they are booking. The Item Name will also be used in some of your reports and will be shown on the Customer’s invoice. As you enter the Item Name, you will notice the Item SKU appear just below it. This must be unique to the Item and will be displayed on the Customer invoice and in some of your reports.  

If you change the Item Name after bookings have been processed, then past invoices will also be updated with the new name.

If you’d like to use your own Item SKU, click on the Edit link and make your change. Click the blue check-mark button [ ✓ ] to save your edits. 

 

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The Summary is a short description of your Item that is visible to the Customer as they peruse your list of bookable items. For example: “A visit to the lake isn’t complete without a trip out on the water. Join us for an exhilarating two-hour boat tour of this beautiful body of water. Hang on every word of our knowledgeable guides as you feast on a delicious meal prepared by the chefs in our very own kitchen”.

The Summary may contain up to 60 words and you can see the current count in the bottom right corner of the text area (yellow highlight above). The text you enter can be formatted using the tools just above the text area. This might involve bolding the text or the use of italics.  

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Click the Additional Options link, just below the summary box, to reveal additional details on your item.  

These additional details are optional and not required to complete your Item configuration.

 

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Item Details are an expansion of your summary. Here, you can provide more specific details that will only be visible to the Customer once they click on the Item from the main list.  

 

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It’s possible to provide additional details that are not displayed publicly when a Customer is viewing your Item. Instead, these details are included with the Email Notification that is sent to the Customer once they have completed the booking. To include these details in a Notification, use the variable {$BOOKING_EXTRA_DETAILS} Examples of information which might be provided in the Notification are building key codes, tour meeting places, and a resort WIFI password.  

Remember, these details are not displayed during the booking process. Only a paying Customer will receive this information. 

 

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If you have a page on your website with more information on the Item you’re creating, enter the URL here.  

The Customer will be able to directly link to the page from the booking portal. 

 

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Entering a value here will determine the order in which your item is displayed among the list of other items. For example, there may be ten items within a specific category. If a customer selects that category for viewing, you can use this tool to determine which items they see first.  

A higher number will place the item closer to the top of the list. Leaving the sort order at zero, or using the same value more than once, will display those items in alphabetical order.

 

Once you’re happy with the details you have provided above, click the Next button in the bottom right of the screen to continue.

In the next article in this series,  we will walk you through adding Media to your Items. Please see the link below.

 

 

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< Items - Inventory Builder: Creating an Item     |     Items - Inventory Builder: Media >

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