Creating a New Ledger Entry
Creating a new Allocation, or “Ledger Entry,” is how you reserve items for a specific purpose. This process starts from the Ledger page.
1. Navigate to the Ledger
From the main navigation menu (the sidebar on desktop or the drawer on mobile), select Ledger.
2. Open the New Entry Sheet
On the Ledger page, click the New Entry button. This will open a panel from the bottom of the screen where you’ll define the details of your Allocation.
3. Select the Entry Type
First, you’ll be asked to “Select Entry Type.” Choose the option that best describes your allocation:
- Event
- Lease Out
- Lease In
- Sale
- Purchase
- Other
Once you select a type, the form will appear.
4. Fill in the Allocation Details
Now, fill out the form with the specifics of your reservation.
- [Type] Reference/Name: Give the allocation a clear name. For an event, this would be the event’s title (e.g., “The Grand Coronation”). For a purchase, it might be the Purchase Order number.
- Associated Person/Entity: Name the person, company, or project associated with this allocation. For a Lease Out, this would be the recipient. For a Purchase, this would be the vendor.
- Start Date: The date the allocation begins.
- End Date (Optional): The date the allocation ends and the items are expected to be available again.
5. Save the Entry
Once you have filled in all the required fields, click the Save Entry button.
Your new Allocation will be created. At this point, it’s like an empty folder waiting for items to be added.
Ritchie’s Tip: You’ve created the “event,” but you haven’t added any items to it yet! The next step is to go into your new Allocation and start adding the specific items required. Learn how in the next guide: Viewing Allocations & Adding Items.