Welcome to the Inventory Page of RentalTide! This guide will help you navigate and utilize all the features available on the Inventory Page, ensuring you effectively manage your boat inventory, handle pricing schedules, and oversee maintenance activities like dry docking.
Introduction
The Inventory Page is your centralized hub for managing all aspects of your boat inventory. Whether you're adding new boats, updating existing details, setting pricing schedules, or scheduling maintenance periods like dry docking, this page provides the tools you need to maintain a well-organized and efficient inventory system.
Dashboard Overview
Upon accessing the Inventory Page, you'll encounter the following key components:
Dashboard Header: Displays the page title and a brief description of its purpose.
Search Bar: Allows you to search for boats by name.
Add New Boat Button: Provides quick access to add a new boat to your inventory.
Boat Grid: Displays all boats in a responsive grid layout with key details.
Pagination Controls: Navigate through multiple pages of boats.
Modals and Dialogs: Facilitate actions such as adding, editing, deleting boats, managing pricing schedules, and scheduling dry dock periods.
Loading Indicators: Visual cues to inform you when data is being fetched.
Error Messages: Notifications to alert you of any issues during data retrieval or processing.
Managing Boat Inventory
Efficiently manage your boat inventory with the intuitive features available on the Inventory Page. This section covers viewing existing boats, adding new boats, editing boat details, and deleting boats from your inventory.
Viewing Boats
The Boat Grid displays all your boats in an organized manner, allowing you to quickly access and review their information.
Features:
Responsive Design: The grid layout adapts to various screen sizes for optimal viewing on all devices.
Boat Details: Each boat card includes key information such as name, description, capacity, and status flags indicating pricing and maintenance needs.
Interactive Elements: Clickable areas allow you to perform actions like editing, deleting, or managing pricing schedules.
Usage Tips:
Quick Access: Hover over a boat card to reveal action buttons for editing, deleting, or managing pricing.
Visual Indicators: Utilize visual flags to identify boats that require pricing updates or are scheduled for maintenance.
Adding a New Boat
Adding a new boat ensures that your inventory remains up-to-date and comprehensive.
How to Add a New Boat:
Access the Add Boat Modal:
Click on the "Add New Boat" button located at the top of the Inventory Page.
Fill in Boat Details:
Boat Name: Enter the name of the boat.
Description: Provide a brief description of the boat's features and specifications.
Capacity: Specify the maximum number of passengers the boat can accommodate.
Location: Select the location where the boat is based.
Pricing Flags:
Allows Hourly: Enable if the boat can be rented on an hourly basis.
Allows Daily: Enable if the boat can be rented on a daily basis.
Allows Waitlist: Enable to allow customers to join a waitlist for the boat.
Allows AI Pricing: Enable if the boat uses AI-driven pricing models.
Timezone: Specify the timezone relevant to the boat's location.
Default Layover: Set the default layover time in minutes.
Default Schedule: Define the default operational schedule for the boat.
Submit the Form:
After filling in all required fields, click the "Save" button to add the boat to your inventory.
A confirmation message will appear, indicating the successful addition of the new boat.
Usage Tips:
Mandatory Fields: Ensure all required fields are completed to prevent submission errors.
Accurate Information: Double-check the boat details for accuracy before submission.
Visual Consistency: Use consistent naming conventions and descriptions to maintain an organized inventory.
Editing Boat Details
Updating boat information allows you to keep your inventory accurate and reflective of any changes.
How to Edit Boat Details:
Locate the Boat:
In the Boat Grid, find the boat you wish to edit.
Initiate Editing:
Click on the "Edit" icon (usually represented by a pencil) on the boat card.
Modify Boat Details:
In the Edit Boat Modal, update the necessary fields such as name, description, capacity, or pricing flags.
Save Changes:
After making the desired changes, click the "Save" button to apply the updates.
A confirmation message will notify you of the successful update.
Usage Tips:
Selective Editing: Only update fields that require changes to maintain data integrity.
Consistency: Ensure that updates do not conflict with existing scheduling or pricing models.
Deleting a Boat
Removing a boat from your inventory is necessary when a boat is no longer available or needed.
How to Delete a Boat:
Locate the Boat:
In the Boat Grid, find the boat you wish to delete.
Initiate Deletion:
Click on the "Delete" icon (usually represented by a trash bin) on the boat card.
Confirm Deletion:
A confirmation dialog will appear asking if you're sure you want to delete the boat.
Click the "Delete" button to confirm or "Cancel" to abort the action.
Post-Deletion:
Upon successful deletion, the boat will be removed from the grid, and a success message will be displayed.
Usage Tips:
Data Backup: Ensure that any important data related to the boat is backed up or exported before deletion.
Impact Assessment: Understand the implications of deleting a boat, such as existing bookings or financial records.
Managing Pricing Schedules
Proper pricing management is crucial for maximizing revenue and ensuring competitive offerings.
How to Manage Pricing Schedules:
Access Pricing Schedule:
Click on the "Pricing Schedule" icon on the boat card you wish to manage.
View Current Pricing:
The Pricing Schedule Dialog will display the existing pricing details for the selected boat.
Update Pricing:
Modify pricing parameters as needed, such as adjusting hourly or daily rates, applying discounts, or setting special offers.
Save Changes:
After updating the pricing details, click the "Save" button to apply the changes.
A confirmation message will notify you of the successful update.
Usage Tips:
Regular Reviews: Periodically review and adjust pricing to stay competitive and reflect market trends.
Promotional Pricing: Utilize special pricing for promotions or seasonal offers to attract more customers.
Handling Dry Dock Periods
Scheduling maintenance periods like dry docking ensures that boats remain in optimal condition and minimizes operational disruptions.
How to Schedule a Dry Dock Period:
Access Dry Dock Scheduling:
Click on the "Dry Dock" icon on the boat card you wish to schedule maintenance for.
Set Dry Dock Dates:
In the Dry Dock Confirmation Dialog, select the Start Date and End Date for the maintenance period.
Confirm Scheduling:
After selecting the dates, click the "Confirm" button to schedule the dry dock period.
A confirmation message will appear, indicating the successful scheduling of maintenance.
Post-Scheduling Actions:
The system will automatically email customers with bookings during the dry dock period, cancel their reservations, and issue refunds if applicable.
Usage Tips:
Advance Planning: Schedule dry dock periods well in advance to minimize booking conflicts.
Customer Communication: Ensure that automated emails effectively communicate the changes to affected customers.
Searching and Pagination
Efficiently navigate through your boat inventory using the search and pagination features.
Searching Boats
The Search Bar allows you to quickly find boats by name, enhancing navigation and management efficiency.
How to Use the Search Bar:
Locate the Search Bar:
Found at the top of the Inventory Page, the search bar is clearly labeled for easy access.
Enter Search Query:
Type the name of the boat you wish to find into the search field.
View Results:
The Boat Grid will dynamically update to display boats that match your search query.
Clear Search:
Click the "Clear" button to remove the search filter and view all boats again.
Usage Tips:
Partial Matches: The search functionality supports partial matches, allowing you to find boats even if you only remember part of the name.
Case Insensitive: Searches are not case-sensitive, enhancing usability.
Pagination Controls
Manage large inventories with ease using the pagination controls to navigate through multiple pages of boats.
How to Use Pagination Controls:
Locate Pagination Controls:
Positioned below the Boat Grid, the pagination component allows you to navigate between pages.
Navigate Between Pages:
Click on the page numbers or use the "Next" and "Previous" buttons to move between pages.
Adjust Boats Per Page:
Use the "Boats per page" dropdown to select the number of boats displayed on each page (e.g., 6, 9, 12, 24).
View Current Page Information:
The pagination component displays the range of boats being viewed and the total number of boats.
Usage Tips:
Optimal Viewing: Choose a boats-per-page setting that best fits your screen size and personal preference.
Quick Navigation: Use the page numbers for direct access to specific pages without excessive clicking.
Permissions and Access Control
The Inventory Page utilizes a robust permissions system to ensure that only authorized users can perform certain actions.
Key Permissions:
inventory_access: Grants access to the Inventory Page.
inventory_add: Allows adding new boats to the inventory.
inventory_delete: Permits deleting boats from the inventory.
inventory_edit_pricing: Enables editing of boat pricing schedules.
Managing Permissions:
Role-Based Access: Permissions are typically assigned based on user roles (e.g., Admin, Manager).
Verification: The page verifies user permissions before rendering action buttons or modals to prevent unauthorized access.
Usage Tips:
Check Permissions: Ensure that your account has the necessary permissions to perform desired actions. Contact your system administrator if you require additional access.
Audit Trails: Maintain logs of actions performed, especially for critical operations like deleting boats or modifying pricing schedules.
Frequently Asked Questions (FAQs)
1. How do I add a new boat to the inventory?
Answer: Click on the "Add New Boat" button located at the top of the Inventory Page. Fill in the required boat details in the modal that appears and click "Save" to add the boat to your inventory.
2. Why can’t I see the "Add New Boat" button?
Answer: The availability of the "Add New Boat" button depends on your user permissions. Ensure that your account has the necessary permissions to add boats. If you believe you should have access, contact your system administrator or support team.
3. How can I search for a specific boat?
Answer: Use the search bar at the top of the Inventory Page to enter the boat's name. The Boat Grid will dynamically update to display boats that match your search query.
4. What should I do if I encounter an error while adding a new boat?
Answer: Ensure that all required fields are correctly filled out and that the information provided is accurate. If the error persists, try refreshing the page and attempting again. If the issue continues, contact support for assistance.
5. How can I view and update a boat's pricing schedule?
Answer: Click on the "Pricing Schedule" icon on the boat card you wish to manage. In the Pricing Schedule Dialog, update the pricing details as needed and click "Save" to apply the changes.
6. Can I schedule maintenance periods like dry docking through the Inventory Page?
Answer: Yes, click on the "Dry Dock" icon on the boat card you wish to schedule maintenance for. In the Dry Dock Confirmation Dialog, select the start and end dates for the maintenance period and confirm the scheduling.
7. Why are some boats missing from the Boat Grid?
Answer: Boats may be missing due to active search filters, pagination settings, or lack of necessary permissions. Ensure that no search filters are applied, adjust the pagination as needed, and verify your account permissions.
Troubleshooting
Issue 1: "Add New Boat" Button Is Missing
Possible Cause: Lack of necessary permissions.
Solution:
Verify your user permissions to ensure you have the inventory_add permission.
If you should have access, contact your system administrator or support team to adjust your permissions.
Issue 2: Error Occurs When Adding a New Boat
Possible Cause: Incomplete or incorrect form data.
Solution:
Ensure all required fields are filled out correctly.
Check that the boat name is unique and doesn't conflict with existing boats.
Retry submitting the form after verifying the information.
If the error persists, contact support for assistance.
Issue 3: Boat Grid Is Not Displaying Any Boats
Possible Cause: No boats are associated with the selected location or a data fetching error.
Solution:
Confirm that boats exist for the selected location.
Use the "Boats per page" dropdown to adjust the number of boats displayed.
Refresh the page to attempt reloading the data.
Check your internet connection.
If the problem continues, contact support for further assistance.
Issue 4: Cannot Edit or Delete a Boat
Possible Cause: Insufficient permissions.
Solution:
Ensure that your account has the inventory_edit_pricing or inventory_delete permissions as required.
If you believe you should have access, reach out to your system administrator or support team.
Issue 5: Pricing Schedule Dialog Not Opening
Possible Cause: JavaScript errors or permission issues.
Solution:
Refresh the Inventory Page and try again.
Verify that you have the inventory_edit_pricing permission.
Clear your browser cache and cookies.
If the issue persists, contact support for help.
Issue 6: Dry Dock Scheduling Not Working Properly
Possible Cause: Incorrect date selections or backend processing errors.
Solution:
Ensure that the start date is before the end date.
Verify that no existing bookings conflict with the selected dry dock period.
Retry scheduling after correcting any date issues.
If the problem remains, contact support for further assistance.
Issue 7: Pagination Controls Are Not Responsive
Possible Cause: UI rendering issues or JavaScript errors.
Solution:
Refresh the Inventory Page to reload the UI components.
Clear your browser cache.
Try accessing the page using a different browser.
Report the issue to support if it continues.