Adding inventory to a move is the most accurate way to get the move's weight and volume to help calculate the price. You can request that the customer complete the inventory themselves, or you can complete the following steps to add it for them.
Before you begin the inventory, be sure you've already set up your default rooms and items in your Inventory settings. This will reduce the time and effort needed to complete the inventory. You can locate these setting by clicking Settings > Estimate Lists > Inventory.
Add inventory to a move
Open an opportunity and click the Estimate tab.
Click Inventory.
Click the Rooms dropdown and
Click Add Room if the customer's home has rooms that aren't currently listed. Then select the Room Type, and name the room what the customer calls it. For example, a kid's room might be named Johnny's Room.
Select one of the rooms to complete the room's inventory.
Note: To remove a room, click the Settings menu to the right of the room name and click Remove Room.
To add boxes to the room's inventory, click Carrier Pack if your company packed the box or Pack by Owner if the customer packed the box.
Add additional items to the room using any of the following methods:
Click the category tab on the left and locate the item from the list.
Use the Search to enter a specific item name or short code from your master inventory list. For example, you can search "vacuum" or "479".
Click Add Custom Item to add anything not currently listed in your master inventory list.
To add the item to the inventory, click the plus or minus to increase or decrease the number of items in the inventory.
Note: To add a large number of the item, adjust the volume and weight, list an item as "not going," or add notes to the item, click the item's inventory number.
Repeat steps 2-5 for every room included in the move.
When the inventory is complete, ensure that the number of rooms, items, volume, and weight look accurate in the move summary.
Click Back to Opportunity to automatically update the volume and weight to Inventory.
Tip to create faster inventory lists
You can speed up your inventory process by using short codes and pressing Enter on your keyboard. This will automatically add the highlighted item to your inventory. For example, if you type in "384" and press Enter twice, two pictures will be added to the room's inventory.
For more help with short codes, click the Short Codes link.
