Add, Edit, or Delete Inventory

NOTE:  See Set Product and Inventory Tab Display Options to customize the appearance of the [Inventory] tab.

RentMaster™ maximizes your ability to organize and manage your inventory. You can mark inventory items as available or not available for rent, you can generate a printable report of product availability by time and quantity, and you can generate a printable report of orders containing a specified inventory item (see Generate Inventory Reports). Products in for-sale categories and subcategories are automatically removed from the system when sold.

Quick Links:

Add New Inventory

Edit an Inventory Item

Delete an Inventory Item

Add New Inventory

  1. From the Main Menu, click [Inventory] > Show Inventory. The [Inventory] tab appears.

  1. Click [New Inventory Item] at the bottom of the program window. The Add Inventory Item form appears.

  2. Click to the right of the Product field. The Select Product form appears.

  3. Expand the categories/subcategories as outlined in Set Product and Inventory Tab Display Options. Select the target product, and click [OK] to return to the Add Inventory Item form.

  1. Fill in the rest of the Add Inventory Item form as required. Pay special attention to the following:

  1. Click [OK] to save your changes and close the form.

Edit an Inventory Item

  1. From the Main Menu, click [Inventory] > Show Inventory. The [Inventory] tab appears.

  1. Select the inventory item to edit. Click [Edit Inv. Item] at the bottom of the program window. The Edit Inventory Item form appears.

  2. Make required changes. Click [OK] to save your changes and close the form.

Delete an Inventory Item

NOTE:  You cannot delete an inventory item that is associated with an order or quote. Instead, mark the inventory item as unavailable for rent by un-checking the Available for Rent checkbox in the Status field of the Edit Inventory Item form (see Edit an Inventory Item above). To view the orders associated with an inventory item, see Generate Inventory Reports.
  1. From the Main Menu, click [Inventory] > Show Inventory. The [Inventory] tab appears.

  2. Optional: Generate an Orders by Inventory Item Report for the target item as outlined in Generate Inventory Reports. In the pop-up alert, click [No] to view all orders associated with the item. If orders contain the item, then mark the item as unavailable for rent instead of deleting it (see NOTE above). If not, then continue to Step #3 below.

  3. Select the inventory item to delete. Click [Deleted Selected] at the bottom of the program window.

  4. One of the following will occur:

 

Next Topic: Generate Inventory Reports