To create or edit the following feature, you have to follow these steps:
- Click on Data items.
- Miscellaneous Items
- Miscellaneous Package Management.
- New Entry.
Miscellaneous items are those items such as face painting, special decorations, delivery charges, etc. that do not belong to one of the standard databases.
This first tab handles the miscellaneous item’s information regarding Name, Groups, & Display Rules, Packing & Purchasing Information, Pricing, and Cost Breakdown.
To begin, enter the equipment item name in the Name field. This should be in ALL CAPS. For our example, we are adding “FLOWER ARRANGEMENT.”
The item name should be descriptive and complete. Item lookup with easiest when like items are named in a similar fashion. Take a look through the miscellaneous items list to get an idea how items are named.
Select the appropriate Group from the dropdown menu. This dropdown menu lists the Miscellaneous Group names only.
Then select the Master Filter from the dropdown menu. Miscellaneous items delivered after 7/01/00 have a default master of “All.” For equipment items that you do not wish to have visible in your system, you would select “Dormant” from the list. After all your equipment items have been entered and the packages have been built, we can discuss the best way to purge your database of unwanted equipment items.
Click the checkbox for “Is This Item for Delivery Only” if the item cannot be shipped without a driver.
Click the checkbox for “Is This Item For Shipping Only” if the item can be mailed through the postal system. In this case, select your shipping preference from the dropdown menu below the checkboxes.
The checkboxes to the right of the data fields are for Scale Item and Web-Enabled.
Generally for Miscellaneous Items, you do NOT want to scale the item to event guest counts and/or packages. For example, if you have an event with one hundred guests, you might not necessarily want one hundred flower arrangements. However, if the item is scalable, click the Scale Item checkbox. Click again to uncheck that option.
Check the Web-Enabled box if you want this item to appear on your online catalog.
You can also add an image to the equipment item entry, if you have an inventory photograph or stock image. Follow the instructions attachinganimageinfusion
The next section is for Packing & Purchasing Information.
Packing Unit:This is where you would selected the Packing Unit for this item. Examples of selections for this field include: “EACH,” “DOZEN,” etc. You should think of how the vendor (florist) would most generally sell you this product. The FLOWER ARRANGEMENT is always sold as “EACH.”
Items per packing unit: This field should be filled out with the numeral “1.” Type “1” and press the [Tab] key.
Procurement Unit: This is where you would selected the Procurement Unit for this item. “EACH,” “DOZEN,” etc. You should think of how the vendor would most generally sell you this product. The FLOWER ARRANGEMENT is always sold as “EACH.”
Items per Procurement Unit: This is where you tell the system how many units are associated with the product between units of measure and procurement units. Using an example, we are going to say that there is only 1 skeeball machine in a shipment. You should enter the number “1” in the Items per Procurement Unit field.
Unit of Measure
This field refers to the whole unit of measure you will be selling or renting this product in events or using the product in packages. Examples of selections for this field include: “EACH,” “TANK,” etc.
Conversion Ratio: This is locked as numeral “1.”
The next section is for Cost Information.
Procurement Unit Cost: Enter the amount that this item costs you. For our example, you pay your florist $125.00 for this arrangement. Type in “125” in the Procurement Unit Cost field and press the [Tab] key. The system will automatically fill in the rest of the read-only fields and take you directly to the Selling Price field.
Selling Price is the actual amount that you will be charging for the item. For our example, type in “150” here and press the [Tab] key. The system will automatically add the “$” and “.00” for you.
You will notice that the Highest Cost and Lowest Cost amounts are calculated based on what you’ve entered for the Procurement Unit Cost. These fields are read-only, and the only way to change their value is to adjust your procurement unit cost above.