Labor charges often need to be added to a service order when these services are provided. For example, an exhibitor at a trade show might be charged for an electrician setting up the booth with electrical drops. Before these can be added to an order, the labor items must be added as a resource and included in the Price List.
Included in this article:
Configure the Labor Resource
- From the Main Menu, search and select Resources. The Resources page opens.
- Click Add. The Add Resource window opens.
- If creating a new resource type, enter a type code which begins with a ‘5’ into the Type field; these are considered Labor Resources. If using an existing resource type, select the resource type from the Type drop-down.
- Enter the Unit of Measurement (U/M), Per and Unit of Time (U/T) information. The U/T field is the field next to the Per field. These fields are critical for calculating the charges correctly.
- If charges are per hour, select the below values. This allows you to enter an Order Units which charges the item per hour.
- U/M - Select Each.
- Per - Enter 1.
- U/T - Select Hour.
- If charges are for a block of time (such as 4 hours), select the below values. This allows you to enter an Order Units that charges the item for every four hours it is used.
- U/M - Select Each.
- Per - Enter the block of time in hours. In this example, enter 4.
- U/T - Select Hour.
- If charges are per hour, select the below values. This allows you to enter an Order Units which charges the item per hour.
- Enter additional information as needed. See Add a Resource Type or Add a Resource for details on the available fields.
- Click OK.
Assign Labor Resources to a Price List
Add an individual item to a Price List
- After adding the resource, stay on the Edit Resource page.
- Select the Add drop-down from the top bar and click Add to Price Lists. The Add Price List Items Form window opens.
- Add the Order Form the resource needs to appear on. Placing labor resources on their own order form is recommended, however is not required.
- Click OK. This opens the Select Price List window.
- Select the Price Lists to add the item to.
- Click Select. The Edit Price List page opens.
- Using the Search feature, search for your resource.
- Add the prices as required.
Add multiple items to a Price List
- From the Main Menu, search and select Price Lists. The Price Lists page opens.
- Select the price list for the items to be added to.
- Right-click and select Edit. The Edit Price List window opens.
- Select the Price List Items tab.
- Click the arrow next to Add.
- Select Add Items. The Add Price List Items Form window opens.
- Select the order form for the price list items. Placing labor resources on their own order form is recommended, however is not required.
- Click OK. The Add Price List Items window opens.
- Select the items to add to the price list. Use CTRL+Click or Shift+Click to select multiple items.
- Click Select. The selected items are added to the price list on the order form selected in step 7.
Add Labor to an Order
- From the Main Menu, search and select Events. The Events page opens.
- Select the event to add the labor charges.
- Right-click and select Add > Orders > Add Service Order. The Add Service Order window opens.
- Select the Function for the service order.
- Verify the item dates are correct. These are used to calculate the labor charge. To change the item dates, see Service Order Item Dates.
- Select the Items tab.
- Locate the labor item to add.
- Enter the number of labor personnel needed into the Units field for the item. For example, if you need two electricians, enter 2. The number of hours are calculated based on the item date so you do not need to enter the number of hours the labor is needed.
- Click OK. The Edit Service Order window opens. The extended charge is calculated based on the number of hours for the labor resource and the quantity of the labor resource.
To edit the number of hours the labor is needed:
- Select the item on the Service Order Items tab in the Edit Service Order window.
- Right-click and select Edit > Edit. The Edit Service Order Item window opens.
- Enter the item start and end date and times into the Start and End fields.
- Click OK.
You can view the total number of hours a labor charge is used in the Time Units column. This is calculated using the start and end dates and times on the item. You can override the Time Units field if needed.
When the date range crosses multiple days, the system assumes the same start and end times for each day in the Time Units calculation. For example, if a labor resource is scheduled for three days from 9 am - 11 am, the system assumes the labor is needed on day 1 from 9 am - 11 am, day 2 from 9 am - 11 am and day 3 from 9 am - 11 am. The Time Units calculation is 6.
Comments
0 comments
Please sign in to leave a comment.