Adding and Editing Inventory in Enquire CRM

Add Inventory

  1. Click Unit (sometimes called Apartment) on the left hand menu.
  2. Click New Unit in the upper right of the page.
  3. Select Care Group, Floor PlanUnit Number and Capacity and click Save.

Edit Inventory

  1. Navigate to the Unit you would like to edit.
  2. Click the small gear on the right of the page and click Edit.
  3. Make the changes you would like to the Unit and click Save.
  4. If needing to adjust the Capacity of the Unit, this must be done from Admin -> Types -> Floor Plan Group (; Select the entry that needs editing and set the capacity to the desired value. Please note this change will affect all units of that particular Floor Plan (Changing these values are mostly-used for Reporting Purposes)

  Be aware Entering any special characters (ex: , . : ; ) when adding or updating a Unit will cause an error. If it is a number, please enter it has a whole value.

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