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To add or edit Inventory Groups go to SETUP | PARAMETERS | INVENTORY GROUPS. Inventory Groups allow you to define categories for your inventory items which will appear in your drop-down list in Add Charge and in Reports.

Once you create an Inventory Group, then go to an Individual Inventory Item and assign it to a Group. See Inventory Items.

There are three Inventory Groups that have already been setup for your property and it is important that you do not modify or remove them: RENT, PHONE and MISC.

Add an Inventory Group for every category of item(s)/service(s) that you offer that are not covered by an existing group. Examples include, Restaurant, Spa, Gift Shop, Room Service.

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To Add an Inventory Group: Click Add at the bottom right corner of the page and a new screen will appear with a blank form.

  • *Group Code:  Enter a Code that describes the Group.  Examples include SPA, REST, TRANS, DISC This I.D.is for Internal use only and will not be viewed by guests. I.D. must be alpha/numeric only. Do not use punctuation, symbols or hyphens. Use a max. of 10 Characters, 5 characters or less is preferred.
  • *Description: Enter a short description. This description will appear as the Group Name in the drop-down list when adding a charge. See Add Charge
  • Service Charge Rate: Optional- add a % rate if needed for a service charge to be automatically calculated for all items in the Group.
  • Tax Rate: Optional- add a % tax rate if needed for a service charge to be automatically calculated for all items in the Group.
  • Notes: Optional
  • Sort: Indicate a Sort # to order your list in the drop-down menu in Add a Charge drop-down list
  • Click Save when finished.

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To Edit an Inventory Group: Click on the Group Code name in the Inventory Groups list. When the screen opens for the Group, click Edit.

  • *Group Code: The Group Code can not be edited
  • *Description: Enter a short description. This description will appear as the Group Name in the drop-down list when adding a charge. See Add Charge
  • Service Charge Rate: Optional- add a % rate if needed for a service charge to be automatically calculated for all items in the Group.
  • Tax Rate: Optional- add a % tax rate if needed for a service charge to be automatically calculated for all items in the Group.
  • Notes: Optional
  • Sort: Indicate a Sort # to order your list in the drop-down menu in Add a Charge drop-down list
  • Click Save when finished.

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