Super Simple Step-by-Step Set-up System

Item Basics

Let’s chat for a sec about Items.

Within RW Elephant, there are three different kinds of Items: Inventory Items, Conceptual Items, and Tax Items.

Let me explain a little about each before we dive into your actual Items.

Inventory Items are pretty self explanatory. They are chairs, tables, lights, chandeliers… anything that you rent. Pretty much anything that is tangible that you let people borrow in exchange for money.

Conceptual Items are intangibles you charge money for. We’re talking delivery services, styling charges, fees, discounts, and damage waivers. Conceptual Items are things you put on an invoice that you can’t touch.

Then there are Tax Items. Tax Items are also pretty simple. Basically they are Sales Tax rates that you apply to different orders. If you only ever have to collect one sales tax rate, you’ll never have to think about these again. But, if you are in one of those crazy parts of the world that requires you to collect 10% here, 5% there, and 8.7869% everywhere in between, you’ll need to know about Tax Items within RW Elephant.

All of these Items (Inventory, Conceptual, and Tax Items) live in the Items section (clever, right?).

All of your Items will be in an Item Category. Your categories may be Chairs, Tables, and Linens. Or Lawn Games, Lounge Seating, and Wild Animals. We’ve already created a Category for you called “Fees” and prepopulated it with some common Conceptual Items you might want.

Again, if you’re one of those companies who has to juggle varying sales tax rates, you’ll definitely want a “Tax” category.

Other than that, you can do whatever you want here.

As an aside, we often have Users panic that we don’t have Subcategories here. Stay calm! Within RW Elephant, we like to keep things simple. We give you Categories here and we’ll talk later about how you can refine your organization. If you want to skip ahead, read up on the DescriptionTags, and Item Searchability articles.