In this tutorial, we will review Releventful’s inventory tracking capabilities. Inventory tracking allows you to automatically track the inventory needed for your various events.

To locate the inventory menu in Releventful, select the inventory icon on the left-hand navigation bar. Any existing inventory items that you have loaded to the system will appear in the bottom half of the page. To create new inventory items, use the “Add Inventory” prompt in the upper left-hand corner of the page.

When creating a new inventory item, give your item a name. Add a description to your inventory item in the description field below. This is a great place to outline additional details about this item.

Next, you will be able to tag the item. Inventory tags allow you to group inventory items together. This is helpful when an inventory item is ever unavailable. If an item is unavailable, Releventful will suggest other inventory items that you have tagged with the same tag to fulfill the inventory request. For example, you can create a table tag and group together all your available table inventory items to that tag. If one of the requested tables is not available, then Releventful will suggest the other table options as alternatives to the one that is not available. If a tag is not added to this item, Releventful will be unable to provide suggested alternatives.

The rest of the fields on the inventory details page for this item will help you add additional information to properly track and manage the item. For example, there is a spot for a QR code. The QR code added here will be visible in all inventory reports and invoice detail reports.

The location field will allow you to notate where the item is currently located. Proceed to add an inventory type for this item and any notes in the notes field that you want to mention for the item. The notes will be visible to you and your team, but not available for the clients to see.

The following fields pertain to the item codes, manufacturer, warranty, etc. for additional tracking. You have the option to notate the current value of the item against the depreciated value.

Beneath this, you will want to add your available quantity for this specific item. This is an important field to populate properly. When you attach this item to invoices and packages, the quantity will be reserved according to the quantity you have indicated here. For example, if I have 15 total cocktail tables and an invoice comes in needing 8 tables for the event, I will be able to reserve 8 of the available 15 cocktail tables through Releventful. This will leave me with 7 remaining tables to utilize for other events that might be booked on the same day.

If you want to store the link to order more of this item in the future, place that URL in the “link to order more” field.

The out of service field can be checked if that item currently needs to be removed from any future bookings and invoices. If the item is damaged and needs to be replaced, this box can be checked until the item has been fixed or replaced.

Add an image of the item at the top of the page alongside the name. Click on the photo icon to add an image if desired.

Once all the details about this inventory item have been populated, select the “save” button in the upper left-hand corner of the page to add it to the list of inventory items. We hope that this tutorial was helpful in explaining the need for inventory items and how to create them in the system. For more information around allocating inventory items to invoices and event booking details, please visit help.releventful.com and watch our “Allocating Inventory for Events” tutorial.