Manage Items and Packages on Reservations

This article will cover how to add, edit, and remove items and packages from a reservation. The process for items and packages is almost identical.

• How do I add an item or package to a reservation?
• How do I edit an item on a reservation?
• How do I delete an item from a reservation?

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How do I add an item or package to a reservation?

1. Start with the reservation open.
2. Click the plus sign button labeled "Add".
3. In the "Add item" popup, choose the item or package that you would like to add.
   If your property uses item categories, you will need to select the category first.
   
4. Optional: If you need to, you can adjust the date, quantity, or price here as well.
5. Click Add in the popup to add the item.

Your item or package is added to the reservation, and the changes are logged in the History tab.

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How do I edit an item on a reservation?

1. Start with the reservation open.
2. Select the item(s) in question. When selected, it will turn blue.
   
   1.  To select more than one item, click on the first item, and then hold the Ctrl (Command for Mac) key and select the next item(s). Each selected item will turn blue.
   2. To select a list of items, click the first item, then hold the Shift key and select the last item. Each item between the first and last item will be selected and turn blue.
3. Click the Edit button above the items list with the pencil icon.
4. In the "Edit item" popup, make the adjustments as needed.
   
   1. To adjust the DATE, use the date picker to specify a new billing date for the item. If you have multiple items selected, you can only change the date if the selected items all have the same date.
   2. To adjust the price, first set the METHOD:
      1. Set each price to
      2. Adjust each by %
      3. Adjust each by $
   3. Then enter the new price or adjustment in the box to the right. If you need to lower the price, use a dash or hyphen to indicate the amount is in the negative.
5. Click Update in the Edit item popup when done.

The changes are made on the reservation and logged in the History tab.

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How do I delete an item from a reservation?

1. Start with the reservation open.
2. Select the item(s) that need to be removed. When selected, it will turn blue.
   
   1. To select more than one item, click on the first item, and then hold the Ctrl (Command for Mac) key and select the next item(s). Each selected item will turn blue.
   2. To select a list of items, click the first item, then hold the Shift key and select the last item. Each item between the first and last item will be selected and turn blue.
3. Click the Delete button with the X above the items.
   
4. Double-check that these item(s) are the right items that need to be deleted, and click Delete item in the popup.

The item(s) are deleted and logged in the History tab of the reservation.