Unit Management

# Unit Management ## What You'll Learn This guide covers how to add and manage individual rental units in RecSystems: - Adding units to your fleets - Setting unit details and specifications - Managing unit photos - Controlling availability - Organizing unit display order ## Prerequisites - Employee, Admin, or Super Admin role - At least one [fleet configured](fleet-configuration.md) - Understanding of your inventory structure ## Understanding Units vs Fleets ### Fleet A category of similar equipment (e.g., "Jet Skis", "Pontoon Boats") ### Unit Individual items within a fleet that customers can rent: - Specific make/model/year - Unique features or specifications - Individual pricing (through timeslots) - Own availability calendar ## Adding a New Unit ### Step 1: Navigate to Fleet 1. Go to **Dashboard → Fleets** 2. Click on the fleet where you want to add units 3. Click **Add Unit** button ### Step 2: Enter Basic Information **Required Fields:** - **Make** - Manufacturer (e.g., "Yamaha", "Sea-Doo") - **Model** - Specific model name - **Engine** - Engine size/type (e.g., "1800cc", "300HP") - **Name** - Auto-generated from make/model/engine - **Capacity** - Maximum number of people - **Quantity** - How many identical units you have **Example:** ``` Make: Yamaha Model: VX Cruiser Engine: 1100cc Capacity: 3 Quantity: 4 ``` ### Step 3: Add Photos Units can have multiple photos: 1. Click **Add Photos** or drag images 2. First photo becomes the cover image 3. Supported formats: JPG, PNG 4. Recommended size: 1200x800px minimum 5. Images are automatically optimized **Photo Tips:** - Show unit from multiple angles - Include action shots if possible - Highlight unique features - Ensure good lighting - Remove any personal items ### Step 4: Content Generation RecSystems uses AI to generate compelling content: **Auto-Generated Content:** - SEO-optimized title - Engaging headline - Detailed description - Key features list - Meta description **To Generate Content:** 1. Save the unit first 2. Content generates automatically 3. Review and edit as needed 4. Or write your own content ### Step 5: Set Availability Units inherit timeslots from their fleet, but you can: 1. Enable/disable specific timeslots 2. Set custom pricing per timeslot 3. Control seasonal availability ## Managing Existing Units ### Viewing Units From the fleet page, you see: - Unit name and specifications - Cover photo thumbnail - Capacity and quantity - Published/archived status - Quick action buttons ### Editing Unit Details 1. Click on any unit to view details 2. Click **Edit** to modify: - Specifications - Photos - Content - Status ### Unit Status Options **Published** (Default) - Visible on booking site - Available for reservations - Shows in search results **Archived** - Hidden from customers - Existing bookings honored - Preserves historical data - Can be restored anytime ## Organizing Units ### Display Order Units can be reordered within their fleet: 1. Go to fleet view 2. Click and drag units to reorder 3. Order affects: - Customer booking page - Search results - Admin displays ### Best Practices for Ordering 1. **Most popular first** - Higher booking rates 2. **Newest units first** - Showcase latest inventory 3. **Price order** - Low to high or high to low 4. **Capacity order** - Small to large ## Advanced Unit Features ### Multiple Identical Units When you have several identical units: - Set quantity instead of creating duplicates - System manages individual availability - Customers see total available - Simplifies management **Example:** 4 identical jet skis - Create one unit with quantity: 4 - Not 4 separate unit entries ### Location Assignment If you have multiple locations: 1. Units are assigned through fleet 2. Can be available at multiple locations 3. Different pricing per location possible 4. Availability tracked separately ### Custom Content Override AI-generated content: 1. Edit any field directly 2. Use rich text editor for formatting 3. Add: - Bullet points - Bold/italic text - Links (use sparingly) - Line breaks ### SEO Optimization Each unit has its own page with: - Unique URL slug - SEO title - Meta description - Structured data - Social sharing tags ## Maintenance and Downtime ### Temporary Unavailability For maintenance or repairs: 1. **Option 1:** Block dates in calendar 2. **Option 2:** Reduce available quantity 3. **Option 3:** Archive unit temporarily ### Permanent Removal When retiring a unit: 1. Complete all active bookings 2. Archive the unit (don't delete) 3. Preserves booking history 4. Update fleet quantity if needed ## Common Scenarios ### Adding Similar Units For units with minor differences: 1. Add first unit completely 2. Use as template 3. Modify only what's different 4. Speeds up data entry ### Seasonal Equipment For seasonal rentals: 1. Use timeslot valid dates 2. Set availability windows 3. Units auto-hide when out of season 4. No manual intervention needed ### Special Features Highlight unique features: - In the key features section - In the description - With specific photos - Helps justify premium pricing ## Troubleshooting ### "Unit Not Showing on Website" **Check:** - Unit is published (not archived) - Fleet is published - Has active timeslots - Has available dates - Location is published ### "Can't Add Photos" **Solutions:** - Check file size (max 10MB) - Verify format (JPG/PNG) - Try different browser - Clear browser cache ### "Content Not Generating" **If AI content fails:** - Check internet connection - Try regenerating - Write content manually - Contact support if persistent ### "Wrong Capacity Showing" **Remember:** - Capacity is per individual unit - Not total across quantity - Update if specifications change ## Best Practices ### Data Accuracy - Double-check specifications - Verify capacity limits - Update when modified - Keep photos current ### Content Quality - Review AI-generated content - Ensure accuracy - Add local knowledge - Highlight unique selling points ### Photo Management - Update photos seasonally - Remove outdated images - Show actual unit (not stock photos) - Include safety equipment ### Regular Reviews - Check units monthly - Update availability - Refresh content - Monitor performance ## Related Guides - [Fleet Configuration](fleet-configuration.md) - Setting up categories - [Availability Rules](availability-rules.md) - Managing calendars - [Pricing Strategies](../03-revenue-optimization/pricing-strategies.md) - Setting rates - [Add-ons Setup](addons-setup.md) - Configuring extras ## Summary Effective unit management in RecSystems: - Accurate specifications build trust - Good photos increase bookings - AI content saves time - Organization improves user experience - Regular updates maintain quality Remember: Each unit is a product page that sells your rentals. Make them compelling!