One of the first things you'll want to do in BRM is add your rental items to build your inventory. This article will take explain how to do this and take you through it step by step.
It is important you understand the basics components of inventory hierarchy in BRM. See Key concepts for a quick reminder and Your Inventory Hierarchy for a more in-depth review.
Adding a whole new Category (Quick add)
To get started, on the Add / manage items page, click the + Quick Add button, located at the top right.
Fill in the following fields:
|Category||This top level in the hierarchy, keep it general so people can find your items. Examples: Mountain, Road or Gravel.|
|Product Family||This is generally the model of the product, size independent. Examples: Specialized Stumpjumper Comp 29 or Specialized Tarmac.|
|Product Line||Mountain bikes you may want to put S, M or L. For road you could put 56cm, 58cm and so on.|
|Price Group||By default this is the same as your category but you can be more granular if you want be. It is how you set prices for your items.|
|Quantity||Enter how many items of this particular you have. Can easily be increased later.|
When you're done, hit "Add" and BRM will create 4 levels of inventory hierarchy:
|The Category||In this example, "Mountain" (the type of bike).|
|The Product Family||In this example, "Specialized Stumpjumper Comp 29" (the model of bike).|
|The Product Line||In this example, "Specialized Stumpjumper Comp 29 M" (the particular size of this model).|
|The Items||The Items are automatically named (these can be changed later if you wish).|
If you wish to rename any of the newly generated items, click on the edit pencil to go to the item detail page:
Adding another Product Line (same model, different size)
Let's say you now want to add another Stumpjumper to your inventory, this time a size L. This couldn't be easier, simply click "Add to product family" on the right hand side of the row of the Product Family. A new Product Line will be added in real time and you'll be prompted to enter the size of Product Line.
Once the Product Line has been created, adjust the capacity using the quantity clickers. Once you're happy, it's time to create items using the Item Create button.
When you click the Item Create button, you are telling BRM to create records for the actual Itemsof inventory your customers will rent from you.
On pressing the Item Create button, you'll be greeted with the confirmation popup: