Marine Inventory Training -
RV Inventory Training -
Welcome to the OperateBeyond inventory training! You will learn how to enter units into the system as well as make modifications to them such as: deleting, archiving, as well as changing their status.
Adding Inventory
You’ll need to click on the “Add Inventory” icon located next to the search bar. Once you do that, the system will bring us to this form where you can fill out all the appropriate information that pertains to the unit.
When filling out the form, it is important to carefully select the type of inventory that you are looking for right away. The form will slightly change depending on what is selected on this field and it cannot be changed later, meaning, the form will have to be re-entered. This is the only field in this form that cannot be edited after the form is saved.
Once the field is filled out, you can move forward and fill out the other sections of the form, making sure to especially fill out the fields that have red asterisks on them, as it indicates that they are required.
A quick tip when filling out the form is to take advantage of our auto populate tool. This feature will fill out some of the fields for you so that you don’t have to enter everything manually. To use it, simply select the manufacturer of the unit you want to add, then select what unit you would like to add from the auto populate dropdown.
Please note that depending on what information the manufacturer advertises online, there might not be specific information for some units. If you notice there is a unit that is not on the auto populate tool, but is on the manufacturer’s website, feel free to reach out to our team as we are able to update the database in the system upon request.
Adding/Changing Price
Under Watercraft Details or Recreational Vehicles you will notice that there are different price fields you can fill out. For the first field, please note that if you choose not to add a price, you may simply enter 0 and it will reflect as “Call For Price” on the frontend of your website.
If you would like to enter a sales price, make sure to maintain the original price in the “price” field and the system will ensure that it is crossed out for you on your website so that the sale can be emphasized to your customers.
As you scroll down, you will see more options of sections to be filled out; however, those will not be required.
Updating Inventory Status
Under Watercraft or Recreational Vehicles Status you may enter the status of your unit as well as whether you’d like it to show on your website or not. If you need a minute to fill out the form prior to publishing it to public platforms, you may click “no” under Show On Website And Classifieds and the unit will show on the main page of the inventory backend however it will not be available for customers.
Admin Details
The Admin Details section gives you an opportunity to add information that you would like to keep for internal use only. None of the fields on this section will show on the website.
Website Configuration
Here you will be able to choose whether your unit will be featured on the homepage of your website by selecting “yes” under “Is Featured”. If you have a featured section in your home page and you decide not to utilize this field, the system will automatically filter the most recently added units to it instead.
You also have the ability to mark units as “On Special”. If your website has a separate sales page, marking a unit as “on special” will ensure that it gets filtered to that page.
Another feature you will notice in this area is the Inventory Page Banner. Our team has the ability to create up-to 10 personalized overlays for you. As we create personalized overlays, they would be visible for you under the dropdown so that you can select the overlay of choice for any new units you create.
“Add Another Video” gives you the ability to add videos to the Details page of your unit. Simply copy the embed code from the video hosting provider, paste it.
* Before saving your unit, don’t forget to add images that you feel would best represent the product you are selling. There is no limit to the number of units you can add so feel free to add as many as needed.
* Once you are satisfied, simply click on “Save Inventory” and your unit will show up on the main inventory page.
Managing Units on the Main Inventory Page
There are different fields that allow you to take a look at your inventory at a glance. You can see fields such as the stock number, the title, the category, as well as the manufacturer. Note that you can also make quick changes utilizing this section as well, opposed to having to re-enter into the form
On the far right side, we also have the Actions dropdown where you can duplicate, remove, archive, and print unit information. We always recommend archiving a unit over removing it as it gives you the ability to recover the unit whenever you’d like. And if you have many units to archive or remove, an alternative would be to click on the little boxes to the left of each unit, and click on “archive selected” or “remove selected” depending on how you would like to move forward.
Lastly, if you are looking for a unit in particular, the easiest way to do so is to utilize our search bar where you can add any relevant keywords and it should lead you to the unit or the group of units that you are looking for.
This is the end of the inventory management system training. Thank you for choosing OperateBeyond and let our team know if you have any questions!
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