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Adding and Managing Set Asides

Learn how to add set-asides in Goodshuffle Pro, track them in the Set Asides tab, and keep your inventory accurate.

Alison Panza avatar
Written by Alison Panza
Updated this week

This feature is available on all Goodshuffle Pro Plans.

What Is a Set Aside?

Set Asides are a way to temporarily mark inventory items as “Do Not Rent”—for example, when items are damaged, lost, or stolen. This ensures the item is removed from availability during quoting and fulfillment.

You can set aside items directly from your Inventory and Fulfillment view, and track:

  • The quantity set aside

  • The reason (e.g. broken, missing, stolen etc.)

  • Any additional notes

  • Who created the set aside

Why use Set Asides?

  • Prevents overbooking

  • Helps track follow-ups

  • Improves visibility across your team

  • Works with Advanced Inventory, which auto-creates set-asides during fulfillment shortages

📌 Note: Set Asides are not editable after creation. To change the quantity, you must resolve the existing set aside and create a new one.


How to Add a Set Aside from Inventory

  1. Navigate to “Inventory”.

  2. Click the three dots ("Actions") to the right of the item you want to set aside.

  3. Select “Add Set Aside”.

  4. In the pop-up:

    • Enter the quantity

    • Select a reason

    • Optionally, add notes for more detail

📝 Use the notes field to track when the issue was reported and what next steps are needed (e.g. “Broken at wedding on 9/2 — needs repair”).


Steps to Create a Set Aside from Fulfillment

  1. Open the project you’re working on.

  2. Click on the “Fulfillment” tab.

  3. Click "Check In"

  4. Locate the item you want to set aside.

  5. Click the "Set Aside” to the right of the item.

  6. In the pop-up window, click "Add Set Aside"

    • Enter the quantity you want to set aside

    • Choose a reason (e.g., Broken, Missing, etc.)

    • Add an Image

    • Optionally, add notes to clarify what happened

  7. Click “Create Set Aside.”

Steps to Create a Set Aside from Mobile Fulfillment

  1. Open the project’s link tree and tap “Check In” at the bottom.

2. Scroll to the item you want to update and tap the “Set Aside” button

3. In the Set Aside window:

  • Update the quantity using the plus or minus buttons.

  • Choose a reason for the set aside (e.g. Damaged, Lost, Stolen).

  • Update or remove the note as needed. (If you're dropping the quantity to 0, you can clear the note.)

  • Tap “Create Set Aside” to save your changes.

Important: Set Aside quantities are not editable after creation.
To adjust a quantity, you must resolve the original Set Aside and create a new one.


Managing/Resolving a Set Aside

Once an item is repaired, cleaned, or otherwise ready to be returned (or removed permanently), you can resolve the Set Aside:

  1. Go back to “Inventory”.

  2. Under Inventory, select "Set Asides"

  3. Choose “Resolve”.

  4. In the window:

    • Select the Set Aside you want to resolve

    • Choose to either:

      • Back to Inventory (if fixed or ready to rent)

      • Remove from Inventory (if permanently damaged/lost)

    • Optionally, add a resolution note (e.g. “Repaired and tested on 9/6”).


The Set Asides Tab

From your Inventory settings, you can access a centralized “Set Asides” tab showing all current and historical Set Asides across your business. You can:

  • Filter by category, project, or date

  • View unresolved Set Asides

  • Track notes, reasons, and user actions


Need Additional Support?

Click the blue chat bubble in the bottom corner of your screen to message our support team—we’re happy to help!


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