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Add Virtual Inventory

Overview

This article provides steps for adding virtual inventory to a plan.

Adding Virtual Inventory

Getting Here: Click Products > Plans.

  1. From the Apply Resource Type drop-down, select Yes.
  2. Select each resource type that you wish to include in the plan.

Note: If you want to add resource types to a plan, you must first add at least one recurring service to plan.

  1. Click Add Selected Virtual Inventory.
  2. If you need to create a new resource type, click Add a Virtual Inventory Item.
  3. Click Next: Rates.
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