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Item Assignment

Assign available items to one or more facilities to make them usable during sales and move-ins.

Overview

After creating your items, you must assign them to specific facilities before they can be used. This allows staff at each location to sell or include those items in tenant transactions.

Prerequisites

Before you start assigning items, confirm the following:

  • You have the Retail Item Assign permission for the facility, assigned to your role on the Corporate level. Without it, you cannot assign items to that facility.

  • You have created the items you want to assign.

Step 1: Navigate to the Item Assignment Page

The Item Assignment page is where you connect existing items to the facilities that will use them, and you reach it from the Items sidebar menu on the Corporate level.

  1. Go to the Corporate level.

  2. Under the Items sidebar menu, select Assignment.

Access Assignment from the sidebar menu under Items

Access Assignment from the sidebar menu under Items

Step 2: Assign Items to a Facility

On the Item Assignment page, select a facility and then choose which items to assign to it. You can either select some items or all of them at once.

  1. You will see the list of all your facilities:

    • On the left panel, or

    List of facilities on the left panel of Item Assignment page

    List of facilities on the left panel of Item Assignment page

    • Under the header section as tabs.

    List of facilities as tabs under the header section on the Item Assignment page

    List of facilities as tabs under the header section on the Item Assignment page

  2. Select the facility where you want to assign items by clicking on it.

  3. Choose the items you want to assign. Selected items will be highlighted in blue.

    Facility and its items are selected and highlighted in blue on the Item Assignment page

    Facility and its items are selected and highlighted in blue on the Item Assignment page

  4. Once everything is selected, click the Assign button.

The Assign button highlighted on the Item Assignment page

The Assign button highlighted on the Item Assignment page

💡Tip: To assign all available items, click the Select all option, and then the Assign button.

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