Click “Add” in the Line Item Group.
You will have two options:
- Inventory Item
- Custom Item / Package
Select “Inventory Item” to add items that are already in your tracked inventory. Find the item needed, select the quantity, then click “Add” to add it to the line item group. Add as many items as you need for the line item group. Note: You'll be alerted if you're adding something with a conflict, but you may still choose to proceed then solve the conflict (via subrental or other method) later.
Once all inventory has been added to the line item group, click the “x” to close the pop up, or simply click back on the main contract page.
Custom Item / Package
Select “Custom Item / Package” to add in a custom item or package that is not part of your inventory.
Add the custom item / package name.
Add Attributes to list a start time and duration, and provide an item description. You can decide to list or not list the Attributes and Description by checking the boxes at the bottom of the window.
Add the quantity, unit rate, any applicable discount(s), then click “Save” in the upper right corner to save the custom item / package and add it to the line item group.
If you're creating a custom package, you may then click the three dots next to your custom package to add either inventory items or custom items to that package.