To add a new equipment item to an event, click on the [+] sign next to the word “Equipment.” This will expand the group into a tree view:
To get more specific, click on the [+] sign next to the word LINEN, and then click on the [+] sign next to the word LINEN SOLID. You will notice that the [+] disappears when you click on it next to LINEN SOLID. This is because there are no other subgroups in this category.
Click on the group name “LINEN SOLID.” This will highlight it and bring up all the equipment items in that group in the list to the right.
Now you can browse the list or search for the specific item that you want to add.
For our example, we will use the BLACK SATIN TABLE RUNNER 1’X10”.
Double-click on the table runner in the list.
This will bring up the Equipment Items window.
In the top section, Equipment Item, the ID and Item Name fields are all locked. The only editable field is the Description, which you are welcome to review and edit if necessary.
All of the fields in the Inventory Rules section are read-only.
In Order Details, you can enter the Quantity and Price in the fields below:
To see the total price, enter your quantity and unit price and press the [Tab] key.
Next, enter the sequence number and check the box for “Print Item” and “Print Photo” (if there is one).
The Sequence number is the order by which the equipment list will appear on the Order Review. We recommend that you enter items with the numbering system by 10s (tens). For example, the first item is sequence number 10, the second is sequence number 20, etc.
For the equipment Location (if you have different stations or rooms at your event), you can add it here.
Click on the [+] sign to add a new location.
Enter the location in the text field and click [OK].
To remove it, click the [X] button.
For Production Notes and Contract Notes, you can enter any internal or external notes as needed, respectively.
The character limit for Production Notes is 50 and for Contract Notes: 8000.
The last section is for Prop Section and Prop Group, which are two additional ways you can place items at the event.
Click on the [+] sign next to the dropdown for Prop Section.
Enter your prop section and click [Ok].
Click on the [+] sign next to the dropdown for Prop Group.
Enter your prop group and click [Ok].
To save this entry, click [Ok].
To go to and edit the next selected item in your Order Review list, click [Next] (or [Previous]).
To delete this equipment item from your event, click the [Delete] button.
To close without saving, or if you made no changes, click [X Close].
If you had saved the item for use in your event, it will show up in the Order Review list:
Need to make changes to this entry? Double-click on that line and it will re-open the Equipment Items window.