Limiting Inventory for What You Sell

TRANSCRIPT:

If you have quantity limitations for an event or other product, you may wish to use the inventory feature in JourneyCARE to prevent overselling. To do this, start by clicking payments in the left navigation column. Then hover over products in the top navigation and choose products from the dropdown.

For a product that you've already created, simply find it in the list. In this example, we'll choose the particle counters workshop. Next, scroll down to the pricing section. Click on the existing price. In this case, the price is labeled the same as the product name, but in your product, the price may be labeled something different.

Note that there is a checkbox on that next screen that says Track inventory. Checking that box will make another field appear where you will put in the exact quantity you wish to make available.

IMPORTANT: Note that this is only going to track sales going forward. It won't count sales that already occurred in the past. So if you only have 30 seats available in a training, but five people already signed up, set your quantity available to 25.

Be sure to hit save at the bottom after you've put in the quantity. Once you've done that, this product will show as sold out on forms or in e-commerce once the limit has been reached.

If you want to set the quantity available on a brand new product that doesn't exist yet, click the button above the product list to create product.

You'll need to enter the product name. Then scroll down to enter the amount directly below where you enter the price. You'll see a checkbox for track inventory. Check that box. Put your desired quantity limit into the field. Click save on the product, and you'll be all set.

If you have any questions about setting up products or quantity limits, be sure to reach out. Our help desk team is here to help.