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How to Create Items

Create sales items that can be purchased individually or alongside a booking.

Updated over 2 weeks ago

πŸ”“ Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports

Create a New Item

  1. In the Ventrata dashboard, go to Products > Items.

    Products - Items

  2. Press the + New Item button.

    New Item

  3. Select the destination where the item will be sold.

    Destination

  4. Enter a code, internal reference for the item.

    Code

  5. Select tags or start typing and press Enter to create a new tag.

    Tags

  6. Enter the item's name.

    Name


    πŸ“’ NOTE

    If you operate in multiple languages, enter the name in the different language variations.


  7. Enter a description as appropriate.

    Item Description

  8. Enter a category name.

    Item Category


    πŸ“’ NOTE

    This is a text field, not a selectable field. However, if you type the category exactly the same for multiple items, the system will group items in one category in the Ventrata Terminal app.


  9. Upload a cover photo.

    Item Cover Photo


    πŸ“’ NOTE

    The photo shows up only on certain channels, for instance, the backoffice.


  10. Enter a billing account code for the item to track sales of items in your ERP system.

    Billing Account Code

  11. Check all the channels where the item will be sold.

    Sale Channels

  12. Select applicable tax rates if you need to indicate that information for accounting purposes.

  13. If the tax is included in the retail price, check the 'Tax Included' box.

    Tax Rates

  14. Enter the retail price of the item.

  15. Enter the value of costs associated with procuring or selling the item as appropriate.

    Retail Price & Associated Cost

  16. Press the Create Item button.

    Create Item

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