Step 3.0: Configuring inventory and parameters

The Attributes screen is where you configure the general availability of your product through Attributes such as Inventory, Parameters, Allocation, and Visibility.

The following settings determine whether you have limits on your inventory numbers and, if so, what overall inventory number you have available for the product.

The base inventory count represents the total inventory you have for the product.

This number can be further allocated using Parameters if you have more complex needs, such as inventory and pricing based on age categories.

Alternatively, you can utilize more advanced configurations (e.g. aliased products or product groupings), for example, if you depend on Staff and equipment.

Here are some examples from the most common verticals for businesses. Further dependencies, such as Staff and equipment, are addressed with advanced configurations but are included below to add context and illustrate how they are configured separately from your base Inventory.

If you do not have specific limitations on the availability of your products, click on the Unlimited Inventory button to turn ON this feature.

Turning ON Unlimited Inventory disables Inventory tracking and management of Inventory for this product via the Inventory Calendar.

• By default, you need a minimum of one required booking parameter.
• Each parameter has several settings that determine how the parameter behaves depending on how your business allocates and prices inventory. We describe this in more detail below.
• Products can share parameters. You don't have to duplicate parameters if they share the same configuration settings. This becomes clearer as you learn more about parameters, how they work with other features, and your offerings.
• You can attach an existing parameter, as we provide several default options, or you can create a new one!

Let's start by looking at some existing default parameters.

You can select from the list of parameters and then attach them to your product.

The default parameters represent some commonly used options QTY, Adult, Child, Youth, Senior, and Guest.

• QTY and Guest are often used independently of other parameters, whereas some combination of Adult, Child, Youth, and Senior are presented as a group of options to select from.
• By default, these parameters are set with Controls Inventory enabled (ON) so that inventory is automatically deducted from the base inventory when Customers select matching options.
• Defaults are also configured with Sets Pricing enabled (ON). Pricing is configured under the Pricing tab within the Product Builder- the next step in configuring or editing your product!
  
• Price Range is enabled by default (ON) for all default parameters except Qty, as this displays the price range to Customers when multiple price points are configured. (e.g. $15.00 Child - $30.00 Adult)
• Visibility is set to Everyone by default, meaning the option is visible to both Customers and Staff.

You can edit the parameters once you attach the parameter to your product.

Configure parameter settings to suit your business needs. The options within the Create Parameter modal are described below. Click Save to add the new parameter to your attached list once configured.

Label to be displayed on your booking page, e.g. Adult. This is also what displays in reports.

Default parameter quantity when making a booking. If you enter 3 here, the booking quantity is preset to 3 when a Customer goes to book the product.

Enables a price for the parameter when creating or editing a product.

If there are multiple price points for the product, show this value in a range (e.g. $99 Child – $189 Adult).

Determines if the parameter removes the selected value from the product's inventory or not. So, if 2 Adults are booked, your product's inventory is reduced by 2.

If enabled, this ensures that a value from this parameter must be selected.

Customers and Staff:

The parameter is visible to both Customers and Staff members.

The parameter is not visible in the public booking portals but can be seen by a Staff member when booking through the backend.

The parameter does not display to either the Customers or the Staff when making a booking. Instead, the default value is enforced behind the scenes. This is a very powerful option for Advanced Configurations for assigning Inventory automatically.

Some settings only impact the product in focus, while others have a global impact if other products share the Parameter. See the description for each setting below.

Any parameters listed under this subheader pull from configured inventory - whether limited or unlimited.

• One parameter that controls inventory is required.
• This is determined by a global setting.
• You can change this setting by editing the parameter and selecting controls inventory.

- Limited

If a base inventory number is specified, then that number is reflected in the subheader, e.g. 1.

• You can change this by editing the base inventory number.

- Unlimited

If the inventory is set to Unlimited inventory, then Unlimited is displayed.

• You can change this by toggling Unlimited Inventory to On or Off, as needed.

If the parameter is not configured to control inventory, then it is listed separately from those parameters that do control inventory.

• This is determined by a global setting.
• You can change this by editing the Parameter and selecting Controls Inventory.

The name of the parameter and the value that displays to Customers and within reports.

• You can change this by editing the parameter and the name field.
• This is a global setting, meaning changing the name here changes it for any products that share this parameter. Booking Invoices for existing bookings retain the Parameter's name at the time of booking.

Indicates that inventory is Shared with any other Parameters listed under Controls Inventory.

• This is always true of any parameters for the product configured with controls inventory selected. They always pull from the same base inventory.

This reflects the current value of the visibility setting of the parameter.

• Everyone (Customers and Staff), Staff Only or Hidden to All.
• This is a global setting, meaning changing the visibility here changes it for any products that share this parameter.
• Edit the parameter to change visibility.

This field enables you to set the minimum required quantity for the parameter.

For example, you could specify that there is a minimum of 1 Adult required for the booking.

• The Min per booking field is not a global setting, so it can be configured on a per-product basis.
• Directly input numbers to specify or edit these values.
• This setting is optional.

This field enables you to set the maximum required quantity for the parameter.

For example, you could limit the number of Guests to 10.

• The Max per booking field is not a global setting, so it can be configured on a per-product basis.
• Directly input numbers to specify or edit these values.
• This setting is optional.

The Details column houses the option to edit the parameter or detach it by choosing that option from the drop-down.

Editing parameters warning

When editing the parameter, consider whether you are changing a global setting. The changes you make to global settings impact how shared parameters display and behave.

For example, changing the parameter's name changes the name for all products that share that parameter from the Customer Booking Page to reports.

Booking Invoices do retain their original values as a snapshot in time of what was booked unless the Booking Invoice itself is edited.

Ideally, you do all your edits to parameters before you accept any bookings.

Please reach out to Technical Support with your intentions before doing so mid-season to get some advice and avoid issues.

Detaching parameters warning

You can add and remove parameters as needed, but ideally, you do this before you have accepted bookings.

Booking Invoices do retain their original values as a snapshot in time of what was booked unless the Booking Invoice itself is edited.

If you detach a parameter, you can still report on previously associated bookings.

Please reach out to us with your intentions before doing so mid-season to get some advice and avoid issues.

Resist the urge to remove any parameters, as this does remove access to the associated data in reports and is permanent.