How to archive Bike Inventory items

From time to time bike stock needs to be replaced.  Perhaps it has reached the end of it's useful life, or has been stolen, etc.

Archiving a stock item takes effect immediately, making it unavailable for future use.

However, you may still need to use the item for the remainder of the current season while preventing it from being booked for the next season. In this case, rather than archiving it straight away, you can first mark the item as unavailable for next season's bookings.

This approach allows you to continue using the stock item until the end of the season while ensuring it cannot be booked for future departures. Once the season has finished and the item is no longer required, you can then archive it.

To first mark the item as unavailable for next season's bookings, prior to archiving it.

Identify a date range that you wish to make the item unavailable, e.g. it could be that you wish to keep the stock item available to be booked for all of this season, but not allow it to be booked next season.

Then from the Inventory menu, work your way through each bike item that you are going to make unavailable, and mark it as "Out - Removed".   Learn how to do this here.

To find out if a bike has any allocations, before archiving it

Learn more here

To Archive a stock item

Archiving a stock item takes effect immediately, so only do this when the time is appropriate.  Archiving a stock item means that existing bike assignment records can still be reported on, but new assignments can not be made

• From the Main Menu | Resources | Bikes | Inventory/Fleet
  • or Main Menu | Settings | Resource Settings | Inventory
• Identify the bike you wish to archive; you could find it by filtering your fleet list by location, or searching for it directly using it's bike identifier code

• As stated above, at the time of writing you must ensure that there are no current allocations of this bike, as any allocations will be ignored when archiving this bike.  
• Click once on the bike you have identified, to select it and open up the pop up box

• Select Archived from the Status drop down list
• click the x to close the pop up box
• The archived bike now shows as Archived in your fleet list, and will not be available to make any allocations on
• Any future allocations will be lost