Momentus Enterprise uses the following hierarchy for exhibitor products and services:
- Category: Highest level of categorization for products and services. Within product categories, you can create product groups. Product groups are sub-categories for products and services.
- Product: The individual product or service. Within products you can assign:
In this article,
- Add a Product or Service
- Change a Product or Service
- Inactivate a Product or Service
- Delete a Product or Service
Add a Product or Service
- Navigate to the Product and Services page and click Add. The Add Product/Service window opens.
- Enter the following information:
- Expand the Additional Information section.
- Check the check boxes for the areas within Enterprise that the product/service is available.
- Click OK.
Change a Product or Service
You can change the information for the product/service after you have created it. When you change the information for a product/service, it updates wherever the product/service is used. If you make a product/service unavailable in an area of Enterprise (for example, uncheck the Registration check box), the product/service is not removed where it is already assigned. However, it is no longer available for selection when adding products and services to events, accounts, and so on in that area. If you don't want to update the already existing product/service data, then you must add a new product/service using the steps in Add a Product or Service.
- Navigate to the Product and Services page and select the product/service to edit.
- Right-click and select Edit. The Edit Product/Service window opens.
- Update the necessary information.
- Click OK.
Inactivate a Product or Service
If you no longer use a product/service but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a product/service inactive, you can no longer assign it to events, accounts, and so on.
- Navigate to the Product and Services page and select the product/service to make inactive.
- Right-click and select Edit. The Edit Product/Service window opens.
- Check Retire.
- Click OK.
Delete a Product or Service
If you no longer use a product/service and don't want to keep a record of it, you can delete it. You cannot delete products/services assigned to events, accounts, and so on. You cannot undo the delete process.
- Navigate to the Product and Services page and select the product/service to delete.
- Right-click and select Mark for Delete.
- Click Save.
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