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How to add storage location and setup instructions to a product

Every product has a Setup & Storage tab where you record where it lives in your warehouse and how your crew should set it up. Fill it in once and the details print on the Packing Slip of every order that includes the product.

5 steps4 minBeginner

Step 01

Open the Setup & Storage tab

The Setup & Storage tab lives on the product edit page, next to Product Options, Disclaimer, and Related Products.

  1. Log in to io.partyrentalstudio.com and click Products in the top navigation.
  2. Click any existing product in the list to open its edit page.
  3. Scroll down to the row of tabs below the product details and click Setup & Storage. You'll see two fields at the top: Storage Location and Setup Instructions.
The Setup & Storage tab sits at the end of the tab row on the product edit page. Both fields start empty.

Note: The Setup & Storage tab only appears on products that already exist. If you're adding a new product, save it with Add first, then open it from the Products list to fill in these fields.

Step 02

Enter the storage location

Storage Location is a short, single line that tells your crew where to find the item. Write it the way someone would walk to it.

  • Building or unit: if you keep inventory in more than one place, start with the warehouse, container, or storage unit.
  • Aisle, rack, and shelf: narrow it down to the spot on the floor, for example Aisle 3, Rack B, Shelf 2.
  • Bin or tote: for small items, name the bin they're kept in so a new team member doesn't have to dig.
A location written the way the crew walks to it: building, aisle, rack.

Tip: Use the same pattern for every product, such as Building, Aisle, Shelf. A consistent format lets anyone scan a printed sheet and head straight to the right spot without asking.

Step 03

Write the setup instructions and save

Setup Instructions is a free-form box for anything your crew needs to know when delivering, setting up, or handling the item.

What to include

  • Setup steps: how to anchor it, which side faces the guests, roughly how long it takes.
  • Power and space: how many outlets it needs and how much room to clear before unloading.
  • What to pack with it: blowers, stakes, sandbags and cords work better as Setup Items, further down the same tab. Each one prints as its own checkbox line under the product, and only on orders whose setup surface it suits. How to add setup items to your products walks through it.
  • Handling and care: items that must stay dry, need two people to carry, or should be wiped down before loading.

Save the product

  1. Type the details in the Setup Instructions box. Write it as one or two short sentences rather than a list, because line breaks are not kept on the printed sheets.
  2. Click Save in the sticky header at the top of the page, or Save & Close to go back to the Products list. Both fields are saved with the rest of the product.
Both fields filled in. Save keeps you on the page, Save & Close returns you to the Products list.

Note: These instructions belong to the product, so they print on every order that includes it. For something that applies to one order only, such as a gate code or a special request, use the note on the order line item instead.

Step 04

Print the order's Packing Slip

The Packing Slip from the order page covers one order and is made for the truck: what to load, where each item is stored, and how to set it up, with no prices, totals or balance anywhere on the page. The invoice stays with the office. The Packing Slip goes with the crew.

  1. Click Orders in the top navigation and open any order that includes the product.
  2. Click Packing Slip at the top of the order page. It opens in a new tab, ready to print or save as a PDF from the Print button.
  3. The Storage location column shows the location you entered. Your setup instructions appear under the product name.
The buttons at the top of an order. Packing Slip opens this order's slip in a new tab; PDF and Print are the invoice.
The Storage location column and the Setup instructions line under each item come from the Setup & Storage tab. The chairs have neither, so the column shows two dashes and the line is skipped. The checklist under the bounce house is its setup items.

Note: A product with no location shows -- in the Storage location column, and the instructions line is skipped when the box is empty. To print the same text on every order's Packing Slip, such as a waiver or a return checklist, use Packing Slip Note under Settings, then Invoice. It prints above the sign-off lines.

Step 05

Print the Packing Slip for several orders

The Packing Slip button on the Orders page (printed as the Packing & Dispatch Sheet) covers several orders at once, so your warehouse team can pull everything for the day in one pass.

  1. On the Orders page, filter to the orders you're preparing, for example by status or date range.
  2. Click Packing Slip in the toolbar. The sheet opens in a new tab with one card per order.
  3. Under each item, look for Storage Location and Setup Instructions. Both come straight from the product's Setup & Storage tab.

Print Options

The checkboxes at the top of the sheet control which details print. Storage Location toggles the location line and Setup Instructions toggles the instructions line.

  • Uncheck either one for a leaner sheet, for example when the loading crew only needs locations.
  • Your choices are saved to your account, so the next Packing Slip opens with the same options.
Packing Slip sits in the Orders toolbar next to Delivery Planner. It prints every order in the current view, so narrow the list first with the status and date filters.
One card per order. The Storage Location and Setup Instructions checkboxes at the top control the two highlighted lines, and your choice is remembered next time.

Note: When 15 or more orders are in scope and no date range is applied, you'll be asked to pick one (Today, This Week, Next 7 Days, and so on) so the sheet stays a manageable length.