Adding and editing item types & products
Contents
- Item types
- Products & services
- Adding & editing item types & products
- Deleting items & products
- Adding item types & products to a market
- How it will look in the Customer Portal
The Items settings tab is divided into two sections: Item types and Products & Services. Here you can setup information and edit the images associated with each storage item or store item.
Item types
These are items that create tracked inventory of items going into storage (e.g. plastic bins; sports equipment; archive boxes; furniture; etc). Learn more about how different Item types work here.
Products & services
These are one-off products or services that you can sell to your customers (e.g. packing materials; additional insurance; packing services; etc).
Products with recurring charges: If you are using store products to get customers to add products which should result in a recurring monthly charge, please note that these are not added automatically. You will need to add the recurring charges under the Recurring charges section of the User's account.
Note: This covers how to setup the default info for storage items and products. They don't automatically get added to the market and the prices set here can be overridden at the market level. Any changes to price on an item in the main settings does not update the price of that same item in the market settings. That needs to be updated separately also, if required. Read more in the Items market-specific settings doc.
Adding & updating item types & products
In the Main settings, click on the Items & products tab. Click on the + icon to add a new item type or product or select one from the list to update an existing one.
Bulky item?
This setting is unique to item types. It can only be set when creating an item type for the first time. Choose whether the item type you are setting up is a Bulky item or a Box item type.
Code
The system identifier for the item. This must be all lowercase letters without spaces (use a _ instead of a space). This cannot be edited once setup.
Image
What users will see in the Valet Customer Portal when creating an order. These need to be sized 600w x 400h (pixels) and for best results, the image should be centered, with a margin of 50 pixels top and bottom, and 100 pixels left and right. Images must be on white background (not transparent).
Hint: To ensure the sizing is correct, you can use this image template as your canvas to copy the item images into. Refer to this second image template to see the boundaries within which the images must be placed within the canvas to ensure nothing is cut off.
Free illustrations: Storeganise provides free illustrations that you are free to use. You can view and download them here.
Name
The title of the item that will show in the Valet Customer Portal and Operations Portal as well as in invoices.
Information
Will show to the user when they are selecting an item as part of an order via the Valet Customer Portal.
System price
The system price for the item which will be used in invoicing.
- In the case of Storage items the charge will be added on a monthly basis to the invoices generated.
- In the case of Store products, the amount will be added to the job in which the items were ordered and will later feed into the invoice. These are one-off charges.
Display price
What your customers will see when creating an order in the Valet Customer Portal. It can differ from the Price if you want to have something different shown to the customer vs what is set to invoice (e.g. in some cases where tax rules are somewhat complicated).
Default quantity
The default number of items that will be selected in the order page in the Valet Customer Portal. Most users will have this set to 0.
Maximum quantity
Can be used to limit the number of items that a customer can add to one order.
Note: If you have a dual-language setup, the Name, Information and Display price will have 2 entries so you can enter the terms in both languages respectively.
Deleting items & products
Click on the Delete button to delete an item. In order to delete an item type, there cannot be any items of the item type in the system in any state.
Adding item types & products to a market
Item types and Store products don't automatically appear in the Valet Customer Portal for ordering. These first need to be selected as options in a specific Market's settings panel. See more on that in the Items market-specific settings article and the Plans & products market-specific settings article.
How it will look in the Customer Portal
Once added to a market, this is an example of what a customer will see when selecting items in an order.
Item types
Store products
