Item conflicts
Item conflicts provide users with clear information about item availability, ensuring they are fully informed to prevent overbooking.
These conflicts can occur in projects for the following reasons:
Inventory Conflicts:
A quantity of a product/service was added to a project that is greater than what is held in your inventory
A certain quantity of the product was set aside due to temporary or permanent damage, leading to an insufficient inventory quantity for the project
Logistical Conflicts:
A quantity of a product/service was added to a project that is being used at another event during the same time
You can learn more about the two types of conflicts here.
How can I read an item conflict on a project?
We'll use the image below to discuss the information you'll see when an item conflict occurs on a project.
A 'filled-in' stop sign indicates a Conflict. Conflicts are calculated from signed projects - these are items that have been signed for and are officially overbooked.
'Posted' indicates the total amount you've entered as 'in stock' when you were editing/creating your inventory.
'Set Aside' tells you how many of these items were set aside, or pulled from your inventory (i.e. these items are unavailable).
'Available' indicates the total item quantity available between your 'Posted' inventory and 'Set Aside' inventory.
'Signed' refers to all projects, or all contracts, that were signed by a client. Once the contract has been signed, the contract status will be green.
The quantity listed beneath 'Used' indicates the total amount of the item promised, or contracted, to the client between all signed projects.
The quantity listed beneath 'Remaining' indicates the total amount of an item that is still available to rent out between all signed projects. In this example, the '-3' indicates that this item is overbooked by 3 more than what is available in stock, or by what is 'Posted' (i.e. 12 are in stock, 15 were signed for, so -3 are available).
A 'filled-in' stop sign indicates a Conflict for signed projects.
'Action Needed' refers to all projects, or all contracts, that have been altered and need a new signature. The contract status will be red.
'Quote Sent' refers to all projects where a quote was sent to the client. If you send a contract through Goodshuffle Pro, the status will automatically change to this and the project status will appear in blue.
'New' refers to all projects that have yet to be sent to the client. These will appear in yellow when viewing item conflict information.
The number beneath the 'Used' column indicates the total quantity of the item that was added across all new projects. In this example, 30 of the 'Edmund Chair' were added in total to all new projects. The new projects, and their specific item totals, are displayed in the section on the right.
The number beneath the 'Remaining' column indicates the total quantity of the item available across all projects and project statuses. For example, the -33 appears because this item was already overbooked by 3 more than what is available in stock between signed contracts. Then, 30 additional 'Edmund Chairs' were added across all new projects.
A 'hollow' stop sign indicates a Potential Conflict. This means these items have been added to a new project, or are quoted, but not yet signed.
The quantity here refers to the total amount of 'Edmund Chairs' added across all projects, regardless of the project status (i.e. Signed, Action Needed, Quote Sent, and New projects).
This refers to the Project Name and ID for a signed contract.
The total amount here, 15, indicates the amount of 'Edmund Chairs' that was signed for by the client.
This red color bar indicates a conflict for this signed contract as this item is overbooked by 3 more than what is available in stock.
This refers to the Project Name and ID for a 'New' project.
This number indicates the total quantity of 'Edmund Chairs' added to this specific project, 'Family Reunion - Template (#6718111)'. This is the same for the project listed beneath this project.
'Needed (Shortage)' indicates the total amount of 'Edmund Chairs' needed based on signed projects (15) and the total amount overbooked (-3) based on what is in stock.
This number refers to the total amount of 'Edmund Chairs' needed to fulfill an order.
This number refers to the total amount of 'Edmund Chairs' that are overbooked.