How To: Organize Inventory on an Order into Sections
When creating an Order, you can add Sections to the Inventory list which can be used to organize Inventory and make it easier for Customers to identify which Inventory is intended to be used for during the event. This feature is located in the Items & Staffing tab of the Order form.
To add a Section to your Order, click Add Section. Once you have added Sections, they will populate underneath the current Inventory list.
Once Sections have been added to an Order, you can easily add Inventory to Sections you have created by clicking Add Inventory OR dragging and dropping Inventory already added to the Order to each section.
For users who utilize Sections to organize the intent of Inventory, it is often necessary to list the same Inventory twice to ensure that it is clear how Inventory will be utilized in the Rental.
This is especially important in large events that may be taking place over several days and will reuse Inventory. In this case, duplicate Inventory within the Order by hovering over it and clicking the Plus icon.
Once you have added all of the Inventory to the Sections you created, you save the changes you have made by clicking Update. You can review how this will look for your Customer on the Display tab of the Order, and these sections will be visible to your Customer on their Quotes and Invoices.
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