Products and services are the items your exhibitors are exhibiting. There are typically three levels of products and services for exhibitions:
- Master Level Products and Services - Used for all events.
- Event Level Products and Services - A sub-set of the master level products and services available for an event. It is possible that the event level products and services are the same as the master level products and services.
- Exhibitor Level Products and Services - A sub-set of the event level products and service that an exhibitor offers.
- Brands - Pre-defined brands connected to a specific product or service for a specific exhibitor.
- Product Lines - Free-form brands connected to a specific product or service for a specific exhibitor.
Master Level Products and Services
You first need to create all the products and services available for all the events (master level products and services). See Products and Services for information about creating products and services.
Event Level Products and Services
After you create the available products and services, you can select which products and services are available for each event. If a product and/or service is not selected for an event, then it is not available for an exhibitor to select in the Exhibitor Portal, or available for selection on the exhibitor record. To assign products and services to an event:
- Click the Events link from the Main Menu. The Events page opens.
- Select the event for the products and services.
- Right-click and select Edit -> Edit. The Edit Event window opens.
- Select the Products and Services tab.
- Click the Select button. The Select Event Products and Services window opens.
- Select the product(s) and/or service(s) available for the event. Use Ctrl+Click or Shift+Click to select multiple products and services.
- Click Select.
Exhibitor Level Products and Services
Once you assign the products and services available for the event, you can select which products and services an exhibitor offers.
- Click the Exhibitors link from the Main Menu. The Exhibitors page opens.
- Select the exhibitor for the products and services.
- Right-click and select Edit. The Edit Exhibitor window opens.
- Select the Products and Services tab.
- Click the Select button. The Select Event Products and Services window opens.
- Select the product(s) and/or service(s) available for the event. Use Ctrl+Click or Shift+Click to select multiple products and services.
- Click Select.
Assign Brands and Product Lines to Products and Services
After you select the products and services for an exhibitor, you can select the brands for each product and service this exhibitor sells. To assign a brand:
- Click the Exhibitors link from the Main Menu. The Exhibitors page opens.
- Select the exhibitor for the products and services.
- Right-click and select Edit. The Edit Exhibitor window opens.
- Select the Products and Services tab.
- Select the product and service for the brand.
- Right-click and select Select Brands. The Manage Brands window opens.
- Select the brand(s) for the product or service. Use Ctrl+Click or Shift+Click to select multiple brands.
- Click the single right arrow button to move the selected brand(s) to the Selected panel of the window.
- Use the up and down arrows to the right of the Selected panel of the window to change the order of the brands.
- Click OK.
You can also enter the product lines for the product and service that the exhibitor sells. These are the brands that do not exist already. To assign a product line:
- Click the Exhibitors link from the Main Menu. The Exhibitors page opens.
- Select the exhibitor for the products and services.
- Right-click and select Edit. The Edit Exhibitor window opens.
- Select the Products and Services tab.
- Select the product and service for the product line.
- Right-click and select Edit. The Edit Product Assignment window opens.
- Expand the Product Line section.
- Click the Add button. The Add Product Line window opens.
- Enter the name of the product line into the Product Line Description field.
- Click OK.
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