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Products Products are the catalog foundation of Patio. A product defines what your organization offers for rental or sale, and it acts as the template for all r
Products are the catalog foundation of Patio. A product defines what your organization offers for rental or sale, and it acts as the template for all related inventory units.
Product setup directly affects frontline operations. If product configuration is incomplete or inconsistent, checkout becomes slower, inventory becomes harder to manage, and pricing outcomes can be unreliable.
A product typically contains shared information used across operations:
Name and description
Images and category
Rental or sale behavior
Pricing setup and policy context
Availability settings used by inventory workflows
Products describe the item type. They do not represent a physical item by themselves.
One product can have multiple inventory units. This lets teams:
Standardize information once at product level
Track each physical item at inventory-unit level
Keep checkout and check-in flows accurate
Define product
Create product with complete, consistent details.
Attach inventory
Add inventory units that inherit product context.
Apply policy
Ensure rental rules and pricing logic are compatible.
Operate
Use product and unit data during checkout and return workflows.
Maintain
Update product details when catalog, pricing, or policy changes.
Use clear naming conventions for fast search.
Keep product descriptions accurate and concise.
Standardize categories to improve filtering.
Review product setup before creating many inventory units.
Treating products as physical stock instead of templates.
Creating inconsistent product naming across categories.
Changing product behavior without reviewing rental rule impact.
Inventory Units page
Rental Rules page
Process Checkouts page
Process Returns (Check-in) page
