Related Items allow you to associate supporting equipment with a primary equipment item. When the primary item is added to an event, the related items can also be included automatically, helping ensure all required equipment is accounted for.
How to add a Related Item?
1. On the left side panel, go to Data Items
2. Click on Equipment Management
3. Select Equipment Management (Active Items Only)
4. Open an existing record
5. Go to the Related Items Tab
6. User can either create a new record by clicking on Add or edit an existing record
7. In the equipment setup form, complete the following fields:
- Enter the Equipment Name.
- Specify the required Quantity.
- Select the Active checkbox to make the item available for use.
- Enable the Is Required toggle if the item must be included whenever the equipment item is added to an event.
What does the "Required" option do?
When a related item is marked as Required:
- It is automatically selected when the main equipment item is added to an event.
- Users cannot deselect it.
- A quantity greater than zero must be entered before proceeding.
This helps ensure all necessary equipment components are included for the event.
How to Add an Equipment Item (with Related Items) to an Event:
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Open an existing record or create a new event
5. Go to Order Details
6. Search for the equipment item that was previously configured when it was added to the event. Once selected, a modal window will appear displaying information about the related items.
- Items highlighted in orange are marked as Required. For these items, the only field that can be modified is the Quantity.
- Items highlighted in gray are marked as Not Required. Users can choose whether to add these items to the event.
- To add an optional related item, select the corresponding checkbox.
Additionally, the following columns provide useful information for each related item:
- Available: Displays the quantity currently available.
- Total Amount: Displays the total quantity of the item.
- Price: Displays the item price.
The Related Items grid includes an Is Required column that displays Yes or No, making it easy to identify which items are mandatory.
While required related items cannot be removed, their Quantity field remains editable so users can adjust quantities as needed.
7. Once the user has completed reviewing the related items, click Save & Close. A confirmation message will appear, providing the following options:
- Confirm and Add: Adds the selected item(s) and related equipment to the event.
- Customize Items: Allows the user to modify the related items before adding them to the event.
- Cancel: Closes the message without adding the item(s) to the event.
