How to track sale items

Learn how to offer purchase items to your customers alongside their rentals through tracking sale items in Booqable.

Catrin Donnelly avatar
Written by Catrin Donnelly
Updated over a week ago

While rental items will most likely make up the majority of your inventory, you may want to sell items along with your rentals.

Whatever the sale item may be, the following article will guide you through how to create a trackable stock of sale items in Booqable.

How it works

The purpose of sale items in Booqable is to be an accessory product purchased alongside the reservation of a rental product.

They can also be placed on a product bundle, to accompany a rental item for a discounted packaged price.

💡Note: When customers purchase a sale item and nothing else online, or your team place one solo on an order in the backend, a pickup and return date will still need to be assigned to the order.

For a camera rental, this could be duct tape sold with a camera reservation. For an event rental, this could be fresh flower bouquets sold with a wedding equipment reservation. For a bike rental, this could be a bottle of water sold with a bike reservation.

1. Choose to track quantities

When you create a sale item in Booqable, you can choose between two tracking methods.

  • Track quantities: This tracking type allows you to keep stock of the quantity of sale items you have. When a sale item is purchased, the quantity of stock decreases automatically.

    Different from rental products, the product doesn't become available after the rental period.

  • Don't track quantities: This is for items you do not need to keep stock of, as you know you can gain access to an infinite supply if required. In the online store, it always shows as "available".

1. When adding a new product to your Products page, select Sale item.

2. In the tracking method, select Track quantities.

2. Mark a sale item as picked up

Marking sale items as picked up works the same as for your rental items. When a customer comes to pick-up their order (or an order is delivered to them), you will need to update the order as picked-up so the system knows is it no longer available in your store.

  1. View an order containing a (tracked) sale item.

  2. From the top bar, click Pick-up items.

  3. The sale items are displayed among your regular rental items. Select which and how many sale items are going out with the customer.

  4. Click Pick up items.

3. Restock a sale item

When a customer returns an order that had a sale item included, the rental items will return to available inventory. However, the sale item will not. You need to restock the sale item from the product's inventory panel manually through the steps below.

1. Click into the product from your Products page.

2. Click the Inventory panel, and click Add stock.

3. Add the quantity of stock that was removed in the previous order.

4. Once completed, click Add stock item.

4. Return or refund a sale item

Sale items always keep the status "picked up" as they are not expected to return back in stock. While sale items normally aren't expected back, there may be occasions where your customers do in fact want to return a sale item.

In this case, you can follow the step above to Restock a sale item.

Optionally, you can add a custom charge (with a negative amount equalling the cost of the sale item) to the order if you do wish to refund the customer for this item.

💡Note: In Booqable, you can generate a report on the performance of past and present sale items in your store. You can view when the item was added, the quantity of items that were purchased, and the overall revenue generated from each item.

You're all set!

You have now successfully learned how to track sale items in Booqable.

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