To add or edit Inventory Groups go to SETUP | PARAMETERS | INVENTORY ITEMS. Inventory Items allow you to create specific items for sale through your House Account or as additional charges to a Guest Folio. .These items appear in the drop-down list in Add Charge,see Add Charge, and as Items for sale on your website if you have the POS feature enabled. See POS Module.These items can also be in seen in Daily Reports - Item Analysis Reports.
Once you create an Inventory Item, you can assign it to an Inventory Group, See Inventory Groups
There are four Inventory Items that have already been setup for your property and it is important that you do not modify or remove them: RENT, PHONE, NOSHOW and DB. These mandatory Inventory items enable charges to be posted to folios including Room Rent, No Show charges, and Guarantee by Direct Bill.
Add as many Inventory Items as needed.
To Add an Inventory Item: Click Add at the bottom right corner of the page and a new screen will appear with a blank form.
*Group Code: Enter a Code that describes the Group. Examples include SPA, REST, TRANS, DISC This I.D.is for Internal use only and will not be viewed by guests. I.D. must be alpha/numeric only. Do not use punctuation, symbols or hyphens. Use a max. of 10 Characters, 5 characters or less is preferred.
*Description: Enter a short description. This description will appear as the Group Name in the drop-down list when adding a charge. See Add Charge
Service Charge Rate: Optional- add a % rate if needed for a service charge to be automatically calculated for all items in the Group.
Tax Rate: Optional- add a % tax rate if needed for a service charge to be automatically calculated for all items in the Group.
Notes: Optional
Sort: Indicate a Sort # to order your list in the drop-down menu in Add a Charge drop-down list
Click Save when finished.
To Edit an Inventory Item: Click on the Group Code name in the Inventory Groups list. When the screen opens for the Group, click Edit.
*Group Code: The Group Code can not be edited
*Description: Enter a short description. This description will appear as the Group Name in the drop-down list when adding a charge. See Add Charge
Service Charge Rate: Optional- add a % rate if needed for a service charge to be automatically calculated for all items in the Group.
Tax Rate: Optional- add a % tax rate if needed for a service charge to be automatically calculated for all items in the Group.
Notes: Optional
Sort: Indicate a Sort # to order your list in the drop-down menu in Add a Charge drop-down list
