Miscellaneous resource items are equipment and informational items that you need to charge for or add notes to appear on your event and function sheets. They can also be used to track inventory for items to prevent you from overbooking on them. Your items are organised into categories, which appear on the left-hand side. All items will belong to a category. When you are using your items, you can borrow from category to category, without having to re-create them.
Create Misc. Resources Category
To create misc. resources category, follow the steps below:
Navigate to Advanced C&B, then from the Configuration menu, select Misc. Resources.
Click New Category.
Enter Category Name, and click Save.
Create Misc. Resources
To create misc. resources, follow the steps below:
Navigate to Advanced C&B, then from the Configuration menu, select Misc. Resources.
Click New Resource.
Enter the resource name which will show on all event sheets, then select the category.
On the Resource Item tab, enter the following information as required:
Description can be entered but is not editable per event.
Default Notes will show on the event and can be edited per event.
Quantity in House figure can be entered if you have multiple resources.
Track Inventory tick if you have a quantity in house and wish to keep track of the resource numbers.
External Item can be ticked if the item is from a supplier, use the vendor to list suppliers details.
Set up Time and Set Down time can be added to track room set up times.
Rate Name can be selected for charging purposes.
Resp. Department used to state which department is responsible for the resource.
Click Save.
In the Sales price tab, you can now enter a standard sale price, which can be adjusted for each event.
Click Save.
⚠️ Important: Configuration that has been previously used on an event should not be deleted as it may cause errors in the system. The Inactive selection should be used wherever configuration is no longer needed.
Next step
You can add Misc Resources to an event or function.