How to Add Inventory
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Go to the Activities tab within the event.
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Click the day of the event where you want to add inventory.
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Select the Inventory tab.
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Click the Add Item button at the bottom of the box.
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Enter details:
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Item: Choose from the dropdown (all permanent inventory items under the Venue tab will appear here – see how to add/edit/delete inventory in your Venue profile) or type in a new item and select Add New Inventory Item (if the inventory entry will be used for this particular event only).
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Type: Select a category from the dropdown. (Categories must already be created in your Venue Inventory profile to appear here. See how to add/edit/delete categories).
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Quantity: Enter the number of items required.
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Optional: Assign a space if inventory is linked to a specific room.
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Quote/Invoice Code: Pick the default code to add to the existing quote or click Create New to generate a separate quote or invoice.
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Click the ✔ to complete the entry or ✖ to discard.
How to Edit Inventory
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Double-click the row you want to update.
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Make the necessary changes.
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Click the ✔ to update the entry or ✖ to discard.
How to Delete Inventory
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Hover over the item entry you want to remove.
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Click the three-dot menu.
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Select Delete.
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Confirm by clicking Yes, Delete in the pop-up.
Tip: Repeat inventory setup for each day of the event as needed. Always assign appropriate quote or invoice codes to ensure accurate billing for your organization.
Next Steps
Invite a producer to Sho-Soft for a collaborative event
See how to add/edit/delete daily activities for an event
Add/Edit/Delete Tasks to your daily activities
See how to add/edit/delete workforce per day for an event
See how to add/edit/delete spaces per day for an event
Add exhibition to an event for managing exhibitors