Skip to main content
Sign in Submit a Ticket

How can we help?

Inventory Item and Grouping

How to setup Inventory Grouping and Inventory Items, that can be assigned to Areas in RMS.

 

Overview

An Inventory Item refers to an appliance, piece of furniture, or other asset that can be recorded against a specific Area within a Property.

An Inventory Grouping allows you to organize related inventory items into bundles, making maintenance and reporting more efficient.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Grouping Setup

In the side menu of RMS, go to Setup > Lookup Tables > Grouping.

  1. Select 'Add'.
    Screenshot of the Grouping lookup table in RMS showing a list of existing groupings with the Add button highlighted to create a new Inventory Grouping.
     
  2. Select the 'Heading For'.
  3. Enter the Heading Description.
  4. Select 'Save\Exit'.
    Screenshot of the Grouping setup screen in RMS showing the Heading For dropdown set to Inventory and a Heading Description entered, with the Save/Exit button highlighted to save the new Inventory Grouping.

 

Inventory Item Setup

In the side menu of RMS, go to Setup > Lookup Tables > Inventory Item.

  1. Select 'Add'.
    Screenshot of the Inventory Item lookup table in RMS showing existing inventory items with the Add button highlighted to create a new Inventory Item.
     
  2. Enter the Inventory Item.
  3. Select an Inventory Grouping.
  4. Select 'Save/Exit'.
    Screenshot of the Inventory Item setup screen in RMS showing the Inventory Item name field and the Inventory Grouping dropdown selected, with the Save/Exit button highlighted to save the new item.

 

 

Related to:

Was this article helpful?

We're sorry to hear this article was not helpful, please let us know why here, so we can make it better.

Thanks for the positive feedback! We'd love to hear more, let us know here.

Return to top

Related articles

Comments

0 comments

Please sign in to leave a comment.

Contact us