About Plan Types
In the Plan Type area of the Inventory Center , Inventory Managers can manage the dropdown menu for Inventory Plan Types, updating them as needed. Optional additions to Plan Types include Plan Prices and uploaded PDF versions of associated floor plans.
In the initial stages of project setup in Lasso, Inventory is normally uploaded using Lasso’s Import functionality, in which case, Plan Types in the import file will automatically populate the Plan Type dropdown menu. However, if updates are required or floor plans are to be uploaded, the Plan Type area allows a User to manually make changes or additions.
To Access Plan Types:
1 – Click into the Inventory Center .
2 – With your mouse, hover over Project Settings and select Plan in the dropdown.
This brings you to the list of Plan Types that can be applied to individual Inventory Units.