Table of Contents

Adding and Deleting Inventory

Michelle Salatto Updated by Michelle Salatto

Adding Inventory

Any user can add Inventory as long as they are not in “Read Only” mode and have permission to an Inventory department.

Note: Hair and Makeup do not currently have access to Inventory.

Costume Items, Props, and Set Pieces can be created through an Inventory table. See more department specific tips below.

  1. Click Inventory in the top navigation bar.
  2. Click Add.
  3. Enter the Inventory Name in the form (other fields can be added at any time).
  4. Make sure the correct department is selected from the department selector drop-down.
  5. To Save the Inventory:
  • Click Create to add one piece of Inventory.
  • Click Create and Duplicate to add one piece of Inventory and create an identical copy.
  • Click (+) to create and add another new piece of Inventory.

Pro Tip: Click the Settings icon in the edit modal to customize what fields you see when adding Inventory. These settings are both user and browser specific.

To customize the fields you see when creating new items:

  1. Click Inventory.
  2. Click Add.
  3. On the Create form, click the Gear icon to select or deselect the fields you want to see.
  4. Click Save.

When you click on the name of a piece of Inventory from the Inventory Index page, you will be redirected to the Inventory View page. 

Note: On the Inventory View page, you will only see fields that have information in them.

To customize the fields you see when editing existing items:

  1. Click Edit Item.
  2. On the Edit form, click the Gear icon to select or deselect the fields you want to see.
  3. Click Save.

Adding Photos to Inventory

The fastest way to add an Inventory photo is on the Inventory View page. Quickly access an Inventory View page by typing the Inventory name into the Universal Search bar and selecting it from the search results. 

From the Inventory View:

  1. Click the Sidebar Ellipsis.
  2. Select Add Photo.
  3. Either drag and drop the photo from your desktop or click Select Files to find and select the photo to upload.
  4. Make sure your department is selected. 
  5. Click Save.
Note: The photo will display as a thumbnail on the Inventory Index and on the sidebar of the Inventory View page.

Inventory by Department

Besides the Inventory Index, there are other locations where each department can add Inventory.

Note: Inventory is department specific; Inventory cannot be assigned to one department and then reassigned to another department.

Adding Costume Items

In addition to the Inventory Index, you can create new Costume Items from any Change View page. Quickly access a Change View page by typing the Change name/number in the Universal Search bar and selecting it from the search results. 

To add new Items from the Change View:

  1. Click Add on the Items card.
  2. Select Create New Item from the drop-down menu.
  3. Enter the Item Name in the form (other fields can be added at any time).
  4. Confirm the Department is set to Costume.
  5. Save the Inventory Item:
  • Click Create to add one piece of Inventory.
  • Click Create and Duplicate to add one piece of Inventory and create an identical copy.
  • Click (+) to add one piece of Inventory and create another new piece of Inventory.
Pro Tip: The more fields you complete (i.e. brand, color, description, and size)  the easier it may be for other crew members to locate items during shoot, wrap and reshoots!

Remember you can also Add Existing Items to a Change. Once you create a piece of Inventory, you do not have to create it again.

Adding Props

In addition to the Inventory Index, Props can be added from the Scene View or Character View pages. Quickly access a Scene View or Character View page by typing details related to the Scene or Character into the Universal Search bar and selecting it from the search results. You can also select a Scene from the Scene Index or a Character from the Character Index.

  1. Click Add on the Props table. 
  2. Select Create New from the drop-down menu.
  3. Enter the Prop Name in the form (other fields can be added at any time).
  4. Confirm the Department is set to Props.
  5. Select the Character (that the prop is owned by) from the Characters drop-down menu.  
  6. Save the Inventory item:
  • Click Create to add one piece of Inventory.
  • Click Create and Duplicate to add one piece of Inventory and create an identical copy of that piece of Inventory.
  • Click (+) to create and add another new piece of Inventory.

Remember you can also Add Existing Props to a Scene. Once you create a piece of Inventory, you do not have to create it again.

Pro Tip: You can also create your Props directly in the budget!

Adding Set Pieces

New Set Pieces can be added from both the Inventory Index and from the Set View page. 

Once you create a Set Piece on the Inventory Index, add Existing Set Pieces on the Set View. Quickly access the Set View page by typing the Set name into the Universal Search bar and selecting it from the search results. 

  1. Click (+) Add Existing Set Piece.
  2. Type the Set Piece name and/or select from the list of existing Set Pieces in the drop-down menu.
  3. Click Save.

To create a new Set Piece from the Set View page:

  1. Click (+) Create Set Piece.
  2. Enter the Set Piece Name in the form (other fields can be added at any time).
  3. Save the Set Piece:
    • Click Create to add one piece of Inventory.
    • Click Create and Duplicate to add one piece of Inventory and create an identical copy of that piece of Inventory.
    • Click Create and Add Another to create and add another new piece of Inventory.
Pro Tip: You can also create the Set Piece in Money Tracking.

Deleting Inventory

Inventory can be deleted from the Inventory Index or from the Inventory View page, which will delete the Inventory item completely from the production.

Pro Tip: Use Universal Search to find a specific piece of Inventory or use the search on the Inventory Index.

From the Inventory Index:

  1. Find the row with the Inventory Piece you wish to remove.
  2. Click the Inline Ellipsis of the Inventory Piece.
  3. Select Delete.
  4. Click Delete in the pop-up window to confirm.

From the Inventory View page:

  1. Search for the Item in the Universal Search bar or by clicking on it from the Inventory Index.
  2. Click the Sidebar Ellipsis.
  3. Select Delete.
  4. Click Delete in the pop-up window to confirm.
Note: Inventory can also be removed from Scenes (Props), Changes (Costumes) and Sets (Set Pieces) without being deleted from the production. Just look for the Ellipsis in the right column of the Inventory table on those View pages. 

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