A strong resource configuration is the foundation for everything—from pricing and inventory to clean service orders and reports. In this session, we’ll walk through best practices for structuring your Resources and explain the key relationships between Inventory, Resources, Price Lists, and Service Order Items—including what transfers between them and what doesn’t. You’ll learn how to use tools like Price List Order Forms and Notes more effectively, and how to manage common complexities like seasonal menus and multi-building inventories. Planning a Resources library refresh? We’ll also cover how to audit your current setup, leverage core reporting fields, and decide when to copy or replace a resource. If you're looking to clean up, scale up, or just make better use of the tools you have, this session will help you do it.
This session is relevant for all segments and will be especially relevant for Intermediate and Advanced users and app admins who lead operations and manage resources.