Default Theme Setup

Default Theme Setup

If you choose to use the default theme there are a few things you need to know.

  1. Under the “WP Inventory” tab you need to go to “Settings”.  Then, the tab “General”.  Then the sub-tab “Item Display”.
  2. For the “Theme” option, select “Default Theme”.
  3. Now on the “Display” page you need to set the image or images at the top of the “Details” page settings if you want the two column display.  The system looks for the image or images field at the top of the list and if it is there, it lays-out the image/images to the left and all other fields to the right.  If you do not set the image or images at the top, it will layout in a single column.
  4. In addition, as an option, you can put the “Make” and “Model” field side by side if they come together in the sequence.  So in your display settings if you drag the “Make” field in, and then “Model” directly under it, the system will put them on one line separated by a ” – “.  Here is an example of what the page may look like once you take these actions:

Displaying Inventory

Displaying Inventory

You can display the inventory in just about any fashion you can imagine!

Through the use of the shortcode options it is possible to display your inventory just the way you want it.  You can display all inventory, a specific category of inventory, a specific product, and many more options.  In addition to what you can display, you may also choose one of our default styles in the “Display” tab in the dashboard.  Choosing a default style will display your inventory according to the color scheme you choose.  If one of the default styles does not meet your needs,  you may always look into the option of custom styles.

To learn more about displaying your inventory please see the following resources:

 

Adding Inventory

Adding inventory

Items can be added and edited by clicking on the “Inventory Items” menu item in your dashboard. From there, you will see a screen that looks like the screenshot below. When you add any items, they will automatically display in the table at the bottom. If you have numerous inventory items, you can search for specific ones with the fields above.

The Manage Inventory Items screen, showing the search filters, the Add Inventory Item button and the list of items

To add an item, simply click the “Add Inventory Item” button. You’ll be taken to a page that allows you to enter information to create your first item. Once you’ve finished, feel free to add as many items as you want, there is no limit. Below is what the form will look like where you can enter the information, with your own custom settings and labels displayed. For an in-depth breakdown of the fields, please refer to this page.

The Add Inventory Item form, with fields for number, name, status, category, description, price, images and media

Congratulations, the plugin is now configured for your use! Let’s move on to displaying your new items using the shortcode.

Configuration

Configuring WP Inventory Manager

Now that WP Inventory Manager is installed, the next step is to configure it for your inventory.

WP Inventory Manager gives you control over how you manage and display inventory items. You can create categories and statuses, customize labels, configure SEO-friendly URLs, and use shortcodes to control where inventory appears on your site.

This guide walks through the initial configuration step by step. We will start with the main WP Inventory dashboard.

Main Dashboard

The main WP Inventory page gives you a quick overview of your inventory. It shows your total number of items, highlights low-stock and out-of-stock items, and provides shortcuts to the main setup options.

The WP Inventory Status dashboard showing item totals, low stock and out of stock counts, and quick actions

From here, you can start by creating your inventory categories.

Categories

Categories help organize your inventory into logical groups. Go to WP Inventory → Categories to create and manage them.

For example, a rental shop might create separate categories for Skis and Snowboards. Each inventory item can then be assigned to the appropriate category.

The Manage Categories screen listing inventory categories with their sort order

Categories can also control which inventory items appear on different pages. For example, you can use a shortcode to display only items from a specific category.

We cover these options in more detail in the shortcode options documentation.

Statuses

Statuses describe the current state of an inventory item. They also control whether visitors can see that item on the front end.

Every inventory item has a status. By default, WP Inventory Manager includes two:

  • Active – visible on the front end and available for reservation.
  • Inactive – hidden from the front end and unavailable for reservation.

Using an inactive status lets you remove an item from public view without deleting it. The item keeps its record, history, and quantity, but no longer appears to visitors.

You can manage statuses under WP Inventory → Statuses.

The Manage Statuses screen showing Active and Inactive with their visibility tags

Creating Custom Statuses

Click Edit Statuses to modify the existing statuses or create your own.

Each status can have a name, an internal description, a sort order, and a visibility setting. The visibility setting determines whether items with that status appear on the front end.

Custom statuses can make inventory management more descriptive without changing what visitors see. For example, you could create statuses for:

  • Featured items
  • Backordered items
  • Sold items that you want to keep in your records
  • Items that are currently being repaired

Once your categories and statuses are ready, the next step is to configure the plugin’s main settings.

Next step: Configure WP Inventory Manager settings →

Installation

Installation

Installing the WP Inventory Manager Plugin and Add Ons

The following set of instructions will allow you to install your plugin and activate it.

  1. Download the plugin (along with any add ons) and save the ZIP file(s) to your computer
  2. From here, we recommend a simple installation through the WordPress dashboard.

Installing Through WordPress Dashboard:

  1. Login to your WordPress dashboard
  2. Navigate to your “Plugins” tab on the lefthand menu
  3. At the top of that page, click the “Add New” buttonAdd New Plugin
  4. At the top of the next page, click the “Upload Plugin” buttonUpdate Plugin
  5. Browse to your downloaded ZIP file, or drag and drop the file into the file selection box. Make sure the file is still a ZIP – do not unzip it. Once the ZIP file is loaded, click “Install Now.”Browse Plugin
  6. The next page will tell you the plugin was successfully installed and give you an option to “Activate Now”
  7. After activating the plugin, it is now installed and ready to be configured.

Activate your license

Activating the plugin and activating your license are two different things. The “Activate Now” button above switches the plugin on in WordPress. If you are running the free plugin, that is all there is to do and you can move on to configuration.

If you bought WP Inventory Pro or a paid add-on, it needs a license key as well. Without one it will run, but it will not receive updates.

If you bought from wpinventory.com

Go to WP Inventory → Settings → License Keys. Enter your key in the row for the product it belongs to, then save. Pro and each add-on have their own row and their own key.

The WP Inventory Settings page with the License Keys tab selected, showing the Inventory Manager License Key field

If you bought inside the plugin

If you bought through the Add Ons screen inside WP Inventory, your purchase is tied to your account rather than to a key you type in. You will be prompted to connect the plugin to that account, and everything you own activates at once.

On these sites the License Keys tab reads “Licensed through your account. No license key is needed here.” That is expected, and it means there is nothing for you to do.

“It says Invalid license key”

This is the most common problem, and it is almost always the same cause.

On a site that has never had a license key stored, WP Inventory shows an activation prompt before anything else. That prompt belongs to the in-plugin store, not to wpinventory.com. If you bought from wpinventory.com and paste your key into that box, it is rejected as invalid, because it is a valid key for a different system.

Your key is fine. It just needs to go somewhere else:

  1. Go to WP Inventory → Settings → License Keys.
  2. Paste your key into the row for the product.
  3. Save.

If it still will not activate, check for stray spaces around the key, confirm the site matches the one the license is registered to, and confirm the license has not expired. Then contact support with the product name and the site URL
If you’re unable to install via the WordPress dashboard, please contact us for support to install WPIM via FTP. Next step, configuration.

 

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