Before you begin entering inventory, we recommend checking out our vocabulary cheat sheet (below).
Vocabulary Cheat Sheet:
Products: Physical items like chairs or moon bounces. May also include items you don’t charge for, or even track, like duct tape, scissors, or dollies.
Services: Intangible offerings like DJing or hourly labor. May also include damage waiver, capturing a percentage of the order added to cover the client’s damage.
Logistics Services: Delivery or in-store pickup. These are tracked differently than other services and should be added before your first contract.
Relations: Connections between items that are frequently used together, or instead of one another.
Accessories: Items that either optionally or always go along with an item.
Required accessories will be automatically added to contracts when the parent item is added, and optional items can be seen by clicking on the 'View Relations' button on a contract line item.
Nested accessories will inherit the visibility of the parent item — so if the if the parent is hidden so will the accessory and if the parent is removed from the contract so will the accessory. Quantities (and prices if the accessory is priced) will increase/decrease as the parent item's quantity increases/decreases.
Parents: Items that have accessories that are sometimes, or always, added when it’s used.
Alternates: Suggestions you will be able to view when you're adding your inventory in case you are out of stock/ overbooked on the given item under Relations and Alternates. Just keep in mind that the system won't automatically add the alternate, but it will provide you with the suggestion when you click on the 'View Relations' button on a contract.
(Above is an example of 5 alternate chairs to the Black Chiavari Chair)
Packages: A group of items (can be products and services) that are bundled together for sales or marketing purposes. These items will be individually tracked for conflict purposes, but may be presented to the client without showing the components and/or their individual costs. Packages are given their own names and prices, independent of the contents.
Pools: A pool is comprised of items that are exactly the same in the eyes of the client, but have an internal differentiator you’d like to track, such as serial number or warehouse location. Pooling items allows Full Users to add the item to a contract without deciding which individual item is added. Goodshuffle Pro will auto-add the most available individual item, but Limited Users (or Full), may later swap for another pool member under the fulfillment tab.
Standard Add: Standard Add takes a little more time, but less thought. That’s because this method takes you through the components of an item including category, attributes, quantity, tags, pricing, and more. This is the best way to add most inventory.
Batch Add: Batch Add takes a little less time for entering items that are nearly identical, but differ in color, size, or serial number. You’ll need to think through the items’ shared and variable attributes first, then Goodshuffle Pro will walk you through the next steps.
Shared Attributes: The attributes which remain the same amongst a group of items being added via batch add, e.g., Fabric and Shape for your Polyester Rectangular Tablecloths.
Variable Attributes: The attributes which differ amongst a group of items being added via batch add, e.g., Color and Size for your Polyester Rectangular Tablecloths.
Custom Items: Items you can add to contracts on-the-fly. You can add an item, price, quantity, description, tax, discount, etc. for a specific contract without having to first add it to your inventory. These items are not tracked for conflicts.
Custom Packages: Create a custom package for a client and "fill" said package with inventory items or custom items. All inventory items in a custom package will be tracked for conflicts, but the custom package itself will not. Just like with other packages, you can choose to show its contents on the contract, or hide all/some. Creating a custom package is also the best way to take advantage of our pipe and drape builder.