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Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":749,"body":750,"description":1342,"extension":1343,"links":1344,"meta":1345,"navigation":1352,"path":601,"seo":1353,"stem":602,"__hash__":1354},"docs_en\u002Fen\u002F01.guides\u002F12.settings\u002F05.inventory.md","Inventory settings",{"type":751,"value":752,"toc":1324},"minimark",[753,767,854,857,861,881,909,913,930,933,947,950,954,978,981,986,1059,1076,1082,1086,1162,1178,1182,1185,1203,1223,1228,1232,1236,1263,1267,1273,1277,1283,1287,1306,1314],[754,755,756,760,761,766],"p",{},[757,758,759],"strong",{},"Three things shape how your catalog is organized and how customers find equipment in it: categories, product descriptions and product specifications."," Categories sort products into a tree, the description tells a customer what they are renting, and specifications such as brand, connector or weight become filters on the ",[762,763,765],"a",{"href":764},"\u002Fen\u002Fguides\u002Fonline-booking\u002Fbooking-flow#_2-choosing-items","client portal"," and your website.",[768,769,770,786],"table",{},[771,772,773],"thead",{},[774,775,776,780,783],"tr",{},[777,778,779],"th",{},"Building block",[777,781,782],{},"Where you set it up",[777,784,785],{},"What customers see",[787,788,789,805,829],"tbody",{},[774,790,791,797,802],{},[792,793,794],"td",{},[757,795,796],{},"Categories and subcategories",[792,798,799],{},[762,800,801],{"href":173},"Settings → Inventory → Categories",[792,803,804],{},"A category tree to browse, with a product count per category.",[774,806,807,812,823],{},[792,808,809],{},[757,810,811],{},"Product description",[792,813,814,815,818,819,822],{},"The ",[757,816,817],{},"Description"," field on ",[762,820,161],{"href":821},"\u002Fen\u002Fguides\u002Finventory\u002Fadd-item#description"," and on the product edit page",[792,824,825,826,828],{},"A ",[757,827,817],{}," block on the product page.",[774,830,831,836,847],{},[792,832,833],{},[757,834,835],{},"Product specifications",[792,837,838,839,842,843,846],{},"A custom field on the ",[757,840,841],{},"Item Group"," level with ",[757,844,845],{},"Filter on the booking page and website"," switched on",[792,848,849,850,853],{},"Filters beside the catalog and a ",[757,851,852],{},"Specifications"," list on the product page.",[754,855,856],{},"All three are available on every plan.",[858,859,796],"h2",{"id":860},"categories-and-subcategories",[754,862,863,864,868,869,872,873,876,877,880],{},"Categories group products, for example ",[865,866,867],"em",{},"Audio Equipment"," and ",[865,870,871],{},"Video Equipment",". Each category can hold subcategories (",[865,874,875],{},"Audio Equipment → Microphones","), up to ",[757,878,879],{},"five levels"," deep. You set the order by dragging, and that order is what the portal and website show.",[882,883,884,891,896,903],"ul",{},[885,886,887,888,890],"li",{},"Build and reorder the tree on ",[762,889,171],{"href":173},".",[885,892,893,894,890],{},"Create, rename or move one category on ",[762,895,178],{"href":179},[885,897,898,899,902],{},"On ",[762,900,157],{"href":901},"\u002Fen\u002Fguides\u002Finventory\u002Fmanage#searching-filtering-and-sorting",", filtering by a parent category also finds the products in its subcategories.",[885,904,825,905,908],{},[762,906,907],{"href":616},"custom field"," limited to a category also applies to every subcategory under it.",[858,910,912],{"id":911},"product-descriptions","Product descriptions",[754,914,915,916,918,919,921,922,926,927,890],{},"Every product (item group) has an optional ",[757,917,817],{}," of up to 10,000 characters. Write it on ",[762,920,161],{"href":821}," or on the product's edit page, or fill the ",[923,924,925],"code",{},"description"," column of the ",[762,928,929],{"href":191},"import template",[754,931,932],{},"The description is for customers:",[882,934,935,941,944],{},[885,936,937,938,940],{},"the portal product page shows it in a ",[757,939,817],{}," block; a blank line starts a new paragraph,",[885,942,943],{},"the first 160 characters become the product page's description for search engines,",[885,945,946],{},"the website integration receives it with the rest of the product.",[754,948,949],{},"Inside Requiply the description is shown on the add and edit forms only, so it never clutters the inventory tables.",[858,951,953],{"id":952},"product-specifications-and-filters","Product specifications and filters",[754,955,825,956,959,960,963,964,963,967,970,971,974,975,977],{},[757,957,958],{},"specification"," is a custom field on the product that customers are allowed to see. ",[865,961,962],{},"Brand",", ",[865,965,966],{},"Connector",[865,968,969],{},"Phantom power"," or ",[865,972,973],{},"Weight, g"," are typical ones. Once it is switched on, the portal and the website offer it as a filter beside the catalog, and its value appears in a ",[757,976,852],{}," list on each product page.",[754,979,980],{},"Fields stay internal unless you switch them on, so purchase prices, supplier notes and other private fields never reach customers.",[982,983,985],"h3",{"id":984},"setting-up-a-specification","Setting up a specification",[987,988,989,1019,1037,1047,1053],"ol",{},[885,990,991,992,995,996,1001,1002,1004,1005,1008,1009,963,1012,868,1015,1018],{},"Create the field under ",[762,993,994],{"href":612},"Settings → Fields → Entity fields"," (",[762,997,998],{"href":998,"rel":999},"https:\u002F\u002Fapp.requiply.com\u002Fsettings\u002Ffields\u002Fentity-fields",[1000],"nofollow","). Pick a type that can be filtered, see the table below. For ",[865,1003,962],{},", a ",[757,1006,1007],{},"Select"," with the options ",[865,1010,1011],{},"Rode",[865,1013,1014],{},"Behringer",[865,1016,1017],{},"Blackmagic"," works well.",[885,1020,1021,1022,1024,1025,1027,1028,1032,1033,1036],{},"Open ",[762,1023,615],{"href":616}," on the ",[757,1026,841],{}," tab (",[762,1029,1030],{"href":1030,"rel":1031},"https:\u002F\u002Fapp.requiply.com\u002Fsettings\u002Ffields\u002Flevel-configurations?tab=item_group",[1000],") and add the field from the ",[757,1034,1035],{},"Add a field"," chips.",[885,1038,1039,1040,1043,1044,890],{},"Click the ",[757,1041,1042],{},"pencil"," on the field to open ",[757,1045,1046],{},"Edit Field Configuration",[885,1048,1049,1050,1052],{},"Switch on ",[757,1051,845],{}," and save.",[885,1054,1055,1056,1058],{},"Fill the value on each product: the field now appears in the custom fields block of ",[762,1057,161],{"href":162}," and of the product edit page.",[1060,1061,1062,1067],"figure",{},[1063,1064],"img",{"src":1065,"alt":1066},"\u002Fassets\u002Fsettings\u002Finventory\u002Fspecifications\u002Ffilterable-field.png","The Edit Field Configuration page in dark mode for the field Brand: Field Name Brand, Field Type Select, Entity Level Item Group. Below them a Categories multi-select with the placeholder Select categories, the switch Available for table view turned off, the switch Filter on the booking page and website turned on with a help icon beside it, and a Default Value dropdown. A Preview card on the right shows the Brand dropdown with 3 options. Box 1 marks the Filter on the booking page and website switch",[1068,1069,1070],"figcaption",{},[754,1071,1072,1075],{},[757,1073,1074],{},"1"," This switch is what makes a product field public. It appears only for Item Group fields of a type that can be filtered.",[754,1077,1078,1079],{},"The help icon explains: ",[865,1080,1081],{},"Customers can filter products by this property on your booking page and website, and its value shows in the product details. Fields without this stay internal.",[982,1083,1085],{"id":1084},"which-field-types-can-be-a-filter","Which field types can be a filter",[768,1087,1088,1098],{},[771,1089,1090],{},[774,1091,1092,1095],{},[777,1093,1094],{},"Field type",[777,1096,1097],{},"Filter on the portal",[787,1099,1100,1109,1119,1132,1148],{},[774,1101,1102,1106],{},[792,1103,1104],{},[757,1105,1007],{},[792,1107,1108],{},"A list of the options with a count each. Options keep the order you set on the field.",[774,1110,1111,1116],{},[792,1112,1113],{},[757,1114,1115],{},"Multi-select",[792,1117,1118],{},"The same list. A product matches when it has any of the ticked options.",[774,1120,1121,1126],{},[792,1122,1123],{},[757,1124,1125],{},"Text",[792,1127,1128,1129,1131],{},"A list of the distinct values your products have. A text field with more than 40 different values is shown in ",[757,1130,852],{}," but not offered as a filter.",[774,1133,1134,1139],{},[792,1135,1136],{},[757,1137,1138],{},"Number",[792,1140,1141,868,1144,1147],{},[757,1142,1143],{},"From",[757,1145,1146],{},"To"," boxes. Their hints show the lowest and highest value among the results.",[774,1149,1150,1155],{},[792,1151,1152],{},[757,1153,1154],{},"Checkbox",[792,1156,1157,1158,1161],{},"A single ",[757,1159,1160],{},"Yes"," switch with the number of products that have it.",[754,1163,1164,963,1167,868,1170,1173,1174,1177],{},[757,1165,1166],{},"Text area",[757,1168,1169],{},"Date",[757,1171,1172],{},"Phone"," fields cannot be filters, and the switch does not appear for them. Fields on the ",[757,1175,1176],{},"Item"," (unit) level are never public: specifications belong to the product, not to a single unit.",[982,1179,1181],{"id":1180},"when-a-filter-shows-up","When a filter shows up",[754,1183,1184],{},"The portal only offers a filter when it gives the customer a real choice for the products on screen:",[882,1186,1187,1193,1200],{},[885,1188,1189,1190,1192],{},"at least two different values, a number range with different lowest and highest values, or at least one product marked ",[757,1191,1160],{},",",[885,1194,1195,1196,1199],{},"counted inside the category the customer has open, so ",[865,1197,1198],{},"Microphones"," shows only microphone brands,",[885,1201,1202],{},"each count already takes the other active filters into account.",[754,1204,1205,1206,1209,1210,970,1212,1214,1215,1218,1219,1222],{},"Ticking several values of one filter shows products that have ",[757,1207,1208],{},"any"," of them (",[865,1211,1011],{},[865,1213,1014],{},"). Different filters combine, so ",[865,1216,1217],{},"Brand: Rode"," plus ",[865,1220,1221],{},"Phantom power: Yes"," shows only Rode products that need phantom power.",[754,1224,1225,1226,890],{},"A product without a value for a specification simply has no row for it in ",[757,1227,852],{},[858,1229,1231],{"id":1230},"common-scenarios","Common scenarios",[982,1233,1235],{"id":1234},"letting-customers-filter-microphones-by-brand","Letting customers filter microphones by brand",[754,1237,1238,1239,1241,1242,1244,1245,1247,1248,1250,1251,1253,1254,1256,1257,868,1260,890],{},"The admin creates a ",[757,1240,1007],{}," field ",[865,1243,962],{},", adds it on the ",[757,1246,841],{}," level, switches on ",[757,1249,845],{},", and sets the brand on each microphone. On the portal, opening ",[865,1252,1198],{}," now shows a ",[757,1255,962],{}," filter with ",[865,1258,1259],{},"Rode (3)",[865,1261,1262],{},"Behringer (1)",[982,1264,1266],{"id":1265},"keeping-a-field-private","Keeping a field private",[754,1268,1269,1272],{},[865,1270,1271],{},"Purchase supplier"," is an Item Group field the team uses internally. Its switch stays off, so it never appears on the portal, the website or the public catalog.",[982,1274,1276],{"id":1275},"writing-a-product-page-that-sells","Writing a product page that sells",[754,1278,1279,1280,1282],{},"For the ATEM Mini Pro the admin writes two short paragraphs in ",[757,1281,817],{},": what is in the case and what it is good for, separated by a blank line. Customers read them on the product page, and search engines show the first sentence.",[858,1284,1286],{"id":1285},"tips-and-cautions","Tips and cautions",[1288,1289,1290,1293,1294,1296,1297,1299,1300,868,1302,1305],"tip",{},[757,1291,1292],{},"Tip:"," Prefer ",[757,1295,1007],{}," over ",[757,1298,1125],{}," for specifications. Fixed options keep spelling consistent, so ",[865,1301,1011],{},[865,1303,1304],{},"RODE"," do not show up as two filter values.",[1288,1307,1308,1310,1311,1313],{},[757,1309,1292],{}," Use ",[757,1312,1138],{}," for anything customers compare, like weight or power. They get a from-to range instead of a long list of values.",[1315,1316,1317,1320,1321,1323],"warning",{},[757,1318,1319],{},"Heads up:"," Switching on ",[757,1322,845],{}," publishes the value of that field for every bookable product. Check that nothing private is stored in it first.",{"title":1325,"searchDepth":1326,"depth":1326,"links":1327},"",2,[1328,1329,1330,1336,1341],{"id":860,"depth":1326,"text":796},{"id":911,"depth":1326,"text":912},{"id":952,"depth":1326,"text":953,"children":1331},[1332,1334,1335],{"id":984,"depth":1333,"text":985},3,{"id":1084,"depth":1333,"text":1085},{"id":1180,"depth":1333,"text":1181},{"id":1230,"depth":1326,"text":1231,"children":1337},[1338,1339,1340],{"id":1234,"depth":1333,"text":1235},{"id":1265,"depth":1333,"text":1266},{"id":1275,"depth":1333,"text":1276},{"id":1285,"depth":1326,"text":1286},"How the rental catalog is structured: a category tree with subcategories, a description for every product, and product specifications (custom fields) that customers can filter by on the client portal and your website.","md",null,{"gitbook":1346,"aliases":1350},{"source":1347,"icon":1348,"url":1349},"settings\u002Finventory-settings.md","boxes-stacked","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fsettings\u002Finventory-settings",[1351],"\u002Fknowledge\u002Fsettings\u002Finventory-settings",{"title":48,"icon":93},{"title":749,"description":1342},"UKVDRO-BKorHL5MLLvjMnZda2bgFuRiiekNJpAf_dUc",[1356,1358],{"title":597,"path":598,"stem":599,"description":1357,"icon":233,"children":-1},"Set the organization's security deposit policy: no deposit, a fixed amount, or a percentage of the rental, keep it out of online payments or include it, and override it per product.",{"title":48,"path":606,"stem":607,"description":1359,"icon":605,"children":-1},"Add your own fields to Requiply and control where they appear: which fields exist, which records they apply to, which table columns show, and which detail rows show.",1792585974429]