Overview: If an item on a job is bigger or smaller than the standard size, you can change its volume for that job. The job’s total volume then matches what’s really being moved, which helps with accurate quoting and planning.
1. Open the Inventory
Open the Lead or Job Summary.
Click the Inventory tab.
Click Edit.
The Add Inventory page opens.
[Add screenshot: Inventory tab with the Edit button]
2. Find the Item in the Consolidated Items Panel
The Consolidated Items panel on the right lists the items you’ve added, grouped by category.
Find the category, for example Bedrooms/Study.
If the items are hidden, click the arrow beside the category to expand it.
[Add screenshot: Consolidated Items panel with the category arrow]
3. Click the Pencil Icon
Click the pencil icon beside the item you want to change. The Edit Item window opens.
[Add screenshot: Consolidated Items panel with the pencil icon]
4. Change the Volume
In the Edit Item window you can change:
Item Name
Volume (m³)
Enter the new Volume (m³). For example, change 1.52 to a new figure.
Click Save. To close without changing anything, click Cancel or the X.
[Add screenshot: Edit Item window with the Volume field]
5. Save the Inventory
Check that the Total Volume at the bottom of the panel looks right, then click Save at the bottom of the Add Inventory page.
The new volume shows on the Inventory tab.
Tip: Edit an item’s volume only when the item is a different size from the standard. To change the standard size for every job, see Managing System Inventory.
Next article: Adding Custom Inventory Items
Related articles
Creating an Inventory List
Sending the Inventory Link to a Customer
Adding Custom Inventory Items
Removing an Item from Live Inventory
Managing System Inventory
For further questions, contact the Movermate Product Experts at [email protected].