Welcome to the user guide that will help you create your first Inventory Item record and explore the structure of Inventory Items, including their tabs and sections. This guide will equip you with the knowledge to manage inventory data effectively within Pavilion.
By following the instructions in this guide, you will be able to:
Create new Inventory Item records with accurate and comprehensive details.
Gain an understanding of various tabs and their functions in managing Inventory Items.
Navigate confidently through sections within each tab to input and manage specific inventory information.
Utilize available fields to capture and update key data points.
Quick Start: Creating a New Inventory Item
Ready to add a new item to your inventory? Follow these steps for quick setup. We'll dive into more detailed explanations later in the guide.
1. Using the App navigation, proceed to the Inventory tab.
2. Within the Inventory tab, click on the New button. This will open a new record form where you can provide relevant details for the new Inventory Item.
3. In the new item creation form, select the Category of your item based on your product. The chosen category will configure additional fields and attributes specific to your product type.
4. Fill in the name of your product in the Title field.
5. Fill in the attributes related to your product in the Attributes section.
6. Fill in the Cost and Prices of the product.
7. Add mandatory information in the Inventory section, such as the Vendor, Store, and Location. You can also customize any additional fields based on your specific business needs.
8. Once you have filled in all the necessary information for the item, click on the Save button to create and save the new Inventory Item in Pavilion.
9. If you want to make any changes or updates to the inventory item in the future, you can return to it at any time and update the details. To do so, simply edit the data in the corresponding fields. A panel will prompt you to save the changes before exiting the page.
10. After making your edits, click on the Save button to save the changes. If you want to revert the changes and discard your edits, click on the Discard Changes button.
Deep Dive into Inventory Items
Inventory Item record consists of the following tabs:
General tab
Pavilion's Inventory Item meticulously captures the various details of each unique product within the system. These comprehensive sections allow for precise management and accurate representation of inventory items. Here's a breakdown of each block:
General section
General section
The General section presents a snapshot of the inventory item, including a product preview, category, pricing model, description, and internal notes.
Information regarding the generation of AI description can be found at the following link: Inventory Management - Inventory: Generate AI Description
Key fields
Certificate section (for diamonds and diamond items categories)
Certificate section (for diamonds and diamond items categories)
Under the Certificate section, you can add your item stone certificate details.
Pavilion limits you to adding one main certificate to an item by default. This certificate is used to fetch attribute data and simplify website synchronization. However, you can add as many stones with individual certificates as necessary under the Components tab.
More details here: Inventory Management - Adding a GIA Certificate to an Item
Attributes section
Attributes section
In the Attributes section, you can add specific characteristics of the inventory item, such as Style, Size, Weight, Gender, and others. List of available Attributes is determined by the selected Category.
Prices & Costs section
Prices & Costs section
Your item cost and pricing information are defined in this section. Available fields depend on the selected pricing model and category.
Key fields
Pricing model defines Costs and Prices fields available for the item. This guide covers the most commonly used Pricing Model: Unique Item. Access more details about different pricing models here: Pricing Models
Inventory section
Inventory section
Include additional inventory-specific details such as Stock Status, Store or Location information, and Available Quantity.
Pricing model defines the Inventory section fields available for the item. This guide covers the most commonly used Pricing Model: Unique Item. Access more details about different pricing models here: Pricing Models
Key fields
Extras section
Extras section
Store and display additional data such as the Internal ID and unique identifiers related to the inventory item.
You can add or remove extra fields based on your business needs – contact your Pavilion administrator for details.
Default extras fields
Gallery section
Gallery section
Manage and showcase media files such as images and videos to provide visual representations of the inventory item.
More details here: Inventory Gallery: Adding and Managing Images, Youtube, 360 view
Activity tab
The Activity tab displays adjustments associated with the current Inventory Item, such as purchases, sales, and other related actions. The Activity tab has the following sections:
History
History
The History section offers a comprehensive view of changes made to the item over time. Within this section, you can see the date, specific action taken (edit, creation, etc.), and the name of the user who made the change. The history section allows you to filter by User, Field, and changed values.
Adjustments
Adjustments
The Adjustments section provides a detailed account of all adjustments made to the Inventory Item over time. This section highlights any changes in quantity, stock levels, or other relevant attributes associated with the item. Within the Adjustments section, you can view the specific details of each adjustment, including the adjustment type, date, vendor, qty, price, etc.
Online tab
This feature provides settings for synchronizing your inventory items across different websites and platforms. This allows you to manage and update inventory information effortlessly across all your online sales channels. Additionally, you have the flexibility to override e-commerce categories directly within this feature.
