EventPro User Manual

Miscellaneous Resource Items

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Miscellaneous Resource Items

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Miscellaneous Resource Items

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In the Miscellaneous tab, you can add other standard services that you charge for on a regular basis, but which do not fit under the other four tabs, such as photocopying fees, deposits, cancellation fees, and other miscellaneous charges.

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Note that there is only one Sub-Group under this tab: Miscellaneous. You cannot add to or delete the Miscellaneous sub-group, and you cannot edit its name or description.

1.Select Miscellaneous | Resources | Items from EventPro’s main menu.
2.Click on the Miscellaneous tab.
3.Ensure that you have selected the Effective Date from which you want to work.
4.Click the New button next to the bottom grid, across from the Item Code heading.
5.The Miscellaneous Resource Item [New] window appears.
6.There are three tabs in the Miscellaneous Resource Item [New] window: General, Comments and Accounts.
Click to expand/collapse textGeneral

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1.Availability:
a.Available in: From the drop-down list, select the effective dates for which this item will be available.
2.General:
a.Item Code: Enter an abbreviated title for the item
b.Description: Enter a description of the item.
c.Notes: This is a short text field (60 characters) that can be used for additional information.
d.Supplier: If the item is supplied by an outside source, select a Supplier from the drop-down list. You entered these suppliers earlier in Step 6: Company/Contact.
e.Def. Time and To: Enter the default time that the item is typically used.  When you later create an event and add this item to your setup, the fields will be set to these times, but you will be able to change them.
3.Options:
a.Available: When you first create a new item, the Available checkbox will be pre-selected and grayed out.  Later, you can uncheck this check box to indicate that a previously used item is no longer available. This will prevent staff selecting the item for future events. EventPro cannot delete the item if it has been used for previous events.
b.Billable: Check the box to indicate whether this item is usually billable. Non-billable items will not show up in invoices.
c.Print in Setup: Check the box to indicate that the item is to be printed on setup sheets.
d.Discountable: Check the box if you want to allow the item to be discounted.
e.Show on Web: If you have the EPWeb module, check the Show On Web checkbox to allow the item to show on the website.
4.Cost/Price:
a.Enter the appropriate Cost and Price amounts, if applicable.
b.Minimum Margin: The minimum margin percentage prevents staff from discounting below the set margin.
5.Applicable Taxes:
a.Check the boxes to indicate the taxes applicable to this item.
b.To review how applicable taxes work in conjunction with Applicable Event Taxes, review the information provided under Step 6: Company/Contact, Entering New Company: Taxes above.
Click to expand/collapse textComments

Enter any comments or notes you would like to record.

Comments entered here will default into the Comments tab of the Miscellaneous Item when you add the item to events in the Event Maintenance screen.

Click to expand/collapse textAccounts

Click the drop-down arrow next to Income Account, Expense Account and/or Department, as applicable, to change the account codes.

You created these codes  earlier when you set up your General Lookup Tables.
7.When you have entered all the information you need for the miscellaneous item, click Save.  Continue adding as many miscellaneous items as you need.
8.If you need to charge for an unusual miscellaneous item for a particular event, you can also create a miscellaneous item in the Event Maintenance screen.  This miscellaneous item you create within the event will only apply to the event, and will not be stored in your resource tables.