Manage your items and inventory in the Item Gallery, found under the Resources tab!
Items are now grouped into Collections. You'll always have two by default, but you can also create your own. The two defaults are the All Items and My Items collections. The All Items collection will contain everything, including collection content we'll add over time - think of it as the master list of Details items. The My Items collection will contain any items you've personally added or edited - it's just for you, in your account only.
This is what the Item Gallery looks like:
To access a collection and the items held within, you can just click on the tile itself.
Search & FiltersSearch by keyword or filter by item type, color and availability. Navigate the Search & Filters panel by using the 'More' buttons at the top or bottom of the panel.
- Search by Name: Enter a keyword or full item name.
- Search by Type: Check any of the boxes for item types you would like to view.
- Search by Color: Select a color from the ones shown, enter a color code, or click the palette icon to use the Color Palette tool to find a color. You can also adjust the color match threshold by clicking '+ Advanced' and dragging the dot closer or farther away on the line.
- Search by Availability: Click the calendar icon to select a date with the Date Picker tool.
Once you've set up your search and/or filter terms, click the 'Search' button to execute or the 'Clear' button to reset the fields.
Adding a New Collection
The Collections feature is a great organizational tool. You can create and completely customize your own collections for whatever suits your needs!
To create a Collection, follow these steps:
- Start by clicking the 'Add New' button in the top-right corner, and select 'New Collection'
- The New Collection modal will pop-up in the center of the screen and you should start by filling in the Title and Description fields.
- Optionally, you can set a background image or color for the new Collection. Use the Background drop-down to select one of the options and then either select your color using the Color Palette tool, or upload an image!
- Optionally, you can choose to hide or display the Title.
- When you're done, click 'Add Collection' to complete the setup!
Check out this GIF for an example of the steps outlined above. You can also add Sub-Collections by repeating these steps within any Collection. Be careful though, Collections are infinitely nest-able (think, Inception), so don't get lost!
Navigating Between Collections
To quickly navigate between various Collections or back to the Gallery Home, use the icon in the top-left of the Collections board that looks like an open book.
Click on the menu and then select your destination. Use this menu to get around the Item Gallery!
Adding Items to Collections
Once you've created a Collection, it's time to add items!
This is always done by either copying or cutting items to a clipboard. Once you've selected the items you want, the clipboard will open and you can then use the navigation tool (as seen above) to get to the Collection you want to paste in to.
Note: You cannot 'cut' an item from the All Items or My Items Collections.
There are a couple different ways to go about this. You can right-click on a single item and select 'Copy' to put it on the Clipboard, or you can select multiple items at once using Selection Mode (ooh, ahh).
To re-order your 'Item Gallery' collections, click on the icon in the upper right-hand corner that looks like four arrows pointing in either direction. Hold the icon and drag-and-drop to re-order the collections.
To access Selection Mode, click the 'Options' button in the bottom-center of the screen and click the 'Selection Mode' option. Then, you can click on any of the items you want, or click and drag to select all the items within your path.
Once you've selected the items you want, click 'Copy' or 'Cut' at the bottom-center of the screen to move those items to the clipboard. If you change your mind and want to start over with your selections, click 'Cancel'.
Note: If you 'cut' something from a collection it will no longer be located in the area you selected it from.
Once items have been copied or cut to the clipboard, you're ready to paste them to any collection you want! The Search & Filters panel on the left-side will turn into the Clipboard so you can see what you've selected, and if you want to switch back-and-forth between the search options and your selected items, you'll use the 'Menu' button in the top-right of that panel to navigate.
Once you have what you want, simply navigate to the collection you want to drop the items into and click 'Paste' at the bottom-center to complete.
Clearing & Previewing the Clipboard
Once your Clipboard is full, you have an option to preview all the items you selected in a full view. Alternately, you can clear the board of any selections you've made.
Both of these options are found under the 'Menu' button in the top-right of the Clipboard panel.
There are now two separate views of the items themselves, the Item Modal and the Item Details. The first is a quick view and edit window, the other is a full-on Item page filled with customization options.
Note: For those curious, a 'modal' is a small window that opens over the main window.
The Item Modal
When adding a new item or making a quick edit, this is the interface you're going to be using.
Let's go through the process of adding a new item. Follow these steps:
- Within any Collection, click the 'Add New' button in the top-right corner of the screen.
- Select 'New Item'
- The modal window will open and you can start editing. There are a few different tabs within the modal window that you can use to enter various information. For the most part, they function exactly the same way as the previous iteration of the Item Gallery. Let's take a quick look at each tab:
- Images: There are two tabs for images; one for uploads and one to use as a viewer. An item can have multiple images (hence the viewer), and you can upload multiple images at the same time. To upload an image, click the button to upload or simply enter an image URL in to the appropriate field. Once your image(s) is uploaded, you can choose to save or change them. If you don't click save beneath the newly uploaded image it will not be saved.
- Description: Use the corresponding fields to enter an item name and description.
- Details: Select the item type and then fill out the corresponding cost fields.
- Colors: Use the standard color palette tool to set item colors. These can later be used as search parameters.
- Availability: Check the boxes for the months that this item is available. These can later be used as search parameters too.
- Once you've filled all the fields you'd like, you can click the 'Save' button on the Item Modal to save your new item. You can refer to these steps for help editing existing items from the Item Modal as well.
If you want to make a quick edit of an item within the Item Modal, locate that item in your gallery and click the pencil icon in the top-right corner of the image tile for that item. If you want to get more detailed with your edits, or access additional customization options, click directly on the tile to get into the Item Details page.
Note: You will use the Item Modal for initial creation of any new item, the Item Details page won't be available until after you add the item.
The Item Details
Check out this full-page detailed view of an item - we're going to walk through each panel, one at a time.
- Images: Multiple images can be uploaded to a single item. You'll see them all displayed, but there will be one featured image. You can use the pencil icon in the top-right of the Images tile to edit the images; re-ordering or deleting.
To upload additional images to an item, click the plus icon in the top-right of the tile and select the images you want to upload from your computer or enter a URL to the image.
- Tags: Enter short descriptors as tags by clicking the tag icon in the top right corner of the corresponding tile and then typing in the phrase you want to append to the item. To remove tags, click the trashcan icon and click the 'x' on the tags you'd like to delete.
- Name & Description: Edit the Name and Description fields by clicking the pencil icon in the top-right of the corresponding tile (top-center). Click 'Save' to complete.
- Colors: Use the color palette to add colors to an item; the colors can then be used as search parameters. There is a tool here as well that allows you to assign the colors automatically based on a scan of the selected image on the Images tile. Click the small picture icon in the top-right of the Colors tile and prominent colors from the image will be selected.
Remove colors by clicking the trashcan icon in the top-right of a color tile.
- Item Details: Adjust the cost and inventory fields by clicking the pencil icon in the top-right corner of this tile. Click 'Save' to complete.
- Availability: Set the item availability by clicking the pencil icon in the top-right corner of the tile. Select entire months by checking the boxes for the desired months, or set a specific date range by clicking 'Add Date Range', selecting the start and end dates, and then clicking 'Add Range'. Click 'Save' to complete.
- Custom Properties: Set any custom properties that you want! This tile is fairly open-ended, so get creative. Examples might be product SKU's or ID numbers, or the height, weight, or length of a particular item. Enter a property name, select whether the property is a text or numeric type, set the property value, and select whether or not you want to be able to search by that property. Click 'Save' to complete.
- Order History: Here we'll see a comprehensive list of each event this item was used in, with a specific focus on information that was entered into the 'Costs' page of the event. So, the data being displayed here will reflect what was purchased and how much it was purchased for, according to your own record.
- Event History: Here we'll see a comprehensive list of each event this item was used in, with a specific focus on information that was entered into the Worksheet for each event. So, the data being displayed here will reflect what estimated costs have been for this item historically, according to your own record.
- Adjusting Costs: If you make a change to the item cost set in your gallery, you'll see the average Order History displayed directly beneath the item in the form of the 'Company Avg.' amount.
If this item is a partner-managed item (i.e. it's from the Accent Decor collection) there will also be a 'Details Avg.' field displayed to let you know what other Details users are typically pricing these items at.
The Item Gallery & the Design Board
When you're in an event, you will have some additional functionality as it applies to the Design Board and the way items are added or removed. All of the tools to search, filter, create collections, and edit items is the same as above, but there are additional navigation and selection options. Let's touch on these important updates.
Accessing the Clipboard and/or the Search & Filter Panels
Click the 'Menu' button in the top-right of the 'Search & Filer' panel to navigate to the 'Clipboard'
Once on the clipboard, click on the magnifying glass icon to return to the 'Search and Filter' panel
Selection Mode to Favorite Items
Selection Mode is accessed and utilized the same way as previously mentioned, but includes the additional options to add selected items to your favorites (i.e. pin to the Design Board). Use Selection mode to highlight the items you want to add to the Design Board and then click 'More' at the bottom-center of the screen and select 'Add to Favorites' to complete.
Alternately, you can cut or copy the items to the Clipboard and then those selected items to your favorites. This is done using the same steps to cut/copy that were previously outlined, and then you'll open the menu on the Clipboard to select the 'Add To Favorites' option.
'All Favorites Items' Options
If you'd like to use the items from your Design Board to create a new collection or to add to an existing collection, you can! Both options to complete these actions are found under the Design Board menu.
- Create Collection: Navigate to where you want a new Collection featuring your Design Board items to live, open the menu and select 'Create Collection'. An unnamed collection will be generated, which you can then customize by selecting the pencil icon in the top-right corner.
- Add Here: Navigate to the Collection you would like to add your Design Board items to, open the menu and select 'Add Here'.
Removing Design Board Content
We've expanded the Design Board functionality to include more flexibility to remove items and recipes. Rather than navigating back to a gallery to de-select, you can open the menu and use any of the 'Remove' options or simply click the 'x' in the top-right corner of an item or recipe thumbnail tile.
We understand that this is a ton of content and functionality and that it may seem overwhelming. If you need any assistance, please reach right out through the Support Chat, Contact Us form, by email (email@example.com), or by phone (386)255-9594. We're here to help!