Resources & Price Lists

  • Service Charge & Gratuity Resources

    You can configure gratuities or other add-on charges (e.g., processing fees, delivery fees, service charges, etc.) to automatically add to an order...

  • Service Charge & Gratuity Schemes

    Service Charge & Gratuity Schemes are used to handle the calculation of charges for resources on orders. Examples include service charges, delivery...

  • Reassigning Discount Resources

    Discount resources are assigned to a resource type and inherited by all resource items created for the resource type. It is not possible to assign ...

  • Resources Overview

    Resources are items and/or services that you can order. This includes space rental charges, labor, statistics, food, beverages, etc.  You create re...

  • Add a Resource Type

    Resource types are a way of grouping like items together. For example, you can create a resource type for Appetizers and for Main Courses. Under ea...

  • Add a Resource

    A resource is an item available for ordering or use. Every resource is attached to a resource type. See Resources Overview for more information abo...

  • Edit Multiple Resources

    To edit multiple resources at once: Click the Resources link from the Main Menu. The Resources screen opens. Select the resources to edit. Use Ctr...

  • Revenue/Cost Distribution for Resources

    There are two different methods you can use to determine the revenue and cost GL accounts for resources. Which method you use depends on your organ...

  • Assign User Defined Fields (UDFs) to Resources

    User Defined Fields can be used to add information to resources which require additional information. A resource's user defined fields are determin...

  • Configure Discount Resources

    Discount resources are used to display the discount amount when adding discounts to service order items or orders. Discount resources provide bette...

  • Configuring Surcharge Resources

    It is recommended that when adding surcharges to service order items or orders, a surcharge resource is used to display the surcharge amount.  By u...

  • Labor Charges

    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 charge...

  • Statistic Resources

    You use statistics to track numeric values related to an event such as Local Attendance, Paid Attendance, Number of Room Nights, etc. at four diffe...

  • Tax Resources

    You can configure taxes to automatically add to an order when a particular order item (resource) is ordered. To configure a tax for a resource: Co...

  • Price List Discounts and Surcharges

    You can configure price lists to automatically discount or surcharge price list items based on the following options: Seasonal - Apply a discount/...

  • Synchronize Resource Items

    If you update a resource's management report code, description, print sequence, department or memo setting, open orders with the resource do not au...

  • Replace Resource Codes

    Typically, codes assigned to master table values are not editable after they are initially populated. However, there is a method to change resource...

  • Add a Note to a Resource

    Notes can be added to resources when you need to record additional information on the resource. Resource notes can be used for internal or external...

  • Add Resources to a Price List from the Resources Screen

    Once you create resources in the Resources screen, you can add them to a price list for ordering. To add resources to a price list from the Resourc...

  • Resource Spaces

    You can configure a resource so it is only available for particular spaces using Resource Spaces. For example, if a projector is available for only...

  • Management Report Codes

    You can use management report codes (also called MRCs) to better organize, classify and report on your resources. Typically management report codes...

  • Delete or Inactivate a Resource

    When a resource is no longer needed you can delete it or inactivate it.  Inactivating a resource will retain historical data of orders and price li...

  • Order Forms

    You assign resources to order forms when the resources are added to price lists. Order forms also help organize resources on the price list. Exampl...

  • Price Lists

    You use price lists to add items to orders throughout the software. This article includes: Add a Price List Add Items to a Price List Item Text Co...

  • Configure Gross/Net Price Lists

    Price Lists are able to be adapted to have tax inclusive or tax exclusive items. This allows you to have different price lists based on your organi...

  • Adjust Prices by a Fixed Percentage

    To update Price List items, you can use Pricing Calculations and update them using a fixed percentage. This can be done for: All items on a price ...

  • Hide or Show Package Items on a Price List

    When you add a package to a price list, the package header and all package detail items are added. The detail items are added to the same price lis...

  • Upsell Items

    Upsell items are used to either automatically add items to an order or to suggest additional items you may want to add to an order based on the ite...

  • Unit Schemes

    You can use unit schemes to determine the number of upsell units a customer receives when ordering an item. Unit schemes are available in back offi...