Inventory Grouping for use with Inventory Pooling in RMS.

Overview

Inventory Grouping is a Lookup Table that allows creating a Pseudo Category to pool inventory from multiple Categories.

The Inventory Grouping Description will be used as the Pseudo Category Description.

Availability for the Pseudo Category will be determined by availability in the selected Categories.

Rates for the Pseudo Category will use the selected Billing Category.

Inventory Grouping can be used when Areas from different Categories can be sold a variety of ways.

Pseudo Categories created as Inventory Groupings can be included in mapping for connected Channels and will be affected by any Control Panel Restrictions set on the actual Category.

The Accounting Option 'Allow Same G/L Acc Code on Categories' is required to use Inventory Groupings.

The Pseudo Category will be available for mapping in the Channel Manager with availability determined by the selected Categories and the Rates using the selected Billing Category.

Guide

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

1. Select the Property. (Enterprise Properties)
2. Select Add.
    
3. Enter the Pseudo Category Description.
4. Select each Category to use for the inventory grouping.
5. Choose the arrow button to allocate the categories to the new pseudo category.
6. Select a Billing Category.
7. Select 'Save/Exit'.