The Rental Inventory Dashboard allows you to access, view, and search your existing rental inventory. It can also be utilized to update rentals manually or via spreadsheet. Depending on the update method, for example, uploading a new or updating the existing inventory, will determine how you want to update your rental inventory.
In this article, we will discuss accessing the rental club inventory, the inventory dashboard, searching and filtering inventory, and the available options when making changes (i.e., adding, editing, updating, or deleting) to the rental inventory.
View Rental Club Inventory:
To view, edit, and search your rental club inventory, go to Services > Rentals > Inventory (as shown below).
Search Rentals:
You can use the search to find rental inventory using any term from the rental inventory.
To search for a rental set, follow these instructions:
Go to Services > Rentals > Inventory.
Enter your search term, and the term will filter your inventory (as shown below).
Click the "eraser" button to remove the term.
Viewable Fields:
You can also change the columns displayed by clicking on the "Fields" button (as shown below).
Filtering Rentals Inventory:
You can also filter your rental inventory to narrow the items displayed by:
Status: What is the club's status in relation to the shop.
All: Displays all rental inventory.
Available: Displays inventory that is not in progress, reserved, or sold.
In-Progress: Displays all inventory that is currently being used.
Overdue: Display inventory that has not been returned within the rental window.
Reserved: Displays all reserved inventory.
Sold: Displays any inventory that was sold as-is.
Never Returned: Displays inventory that was never returned.
Expired Reservations: Rentals with expired reservations.
Kind: What type of rental is it.
All: Displays all rental inventory.
Rental Set: Displays only rental sets.
General Item: Displays only general items.
In the example below, we filter the inventory by status and those items that are "In-Progress."
Making Changes (i.e., add, edit, update, delete) to Rental Inventory:
When managing (i.e., add, edit, update, delete) your rental inventory, we can help guide you through the available options:
Manually making changes: This method is best when you are making changes to a small number of rentals (1-4 items). For details on making changes manually, Click Here. A few common scenarios:
Updating a small amount of items in the existing inventory.
Adding a small amount of items to the existing inventory.
Removing a small amount of items from the existing inventory.
Making changes via spreadsheet: This method is best when adding new inventory or making changes to many rentals (5+). For details on making changes via spreadsheet, Click Here. A few common scenarios:
Updating a large amount of items in the existing inventory.
Adding a large amount of items to the existing inventory.
Removing a large amount of items from the existing inventory.
Deleting the entire inventory.
Deleting existing inventory and uploading a new inventory.