Feedback on: EventPro User Manual - PackagesCH3_PackagesChapter 3: Event Maintenance > Adding Resources > Adding Resources to One Location > Packages /Dear EventPro Documentation Department,
Packages
If you want to use a Package of resources for this location, go directly to the Packages tab first. When you add a package to a location, all of your pre-selected setup, staffing, catering and beverage items for that package will be pulled into the corresponding fields, saving you from individually entering each item. If you add a Package to an event, you can always customize it later by adding and editing individual items as necessary.
1.
In the top selection grid of the Detail Tab, click to highlight the location to which you want to add packages. Remember that there will be multiple records to choose from if you have booked more than one location for a single event.
2.
Select the Packages tab in the bottom grid and click the New button to the right of the bottom grid.
3.
The Packages [New] window appears. There are six tabs in this window: General, Comments, Customer Requirements, Taxes, Accounts and User Fields.
Item Code: Select the package from the drop-down list.
2.
Most of the other fields will be filled in with information that was defined when creating the package. You can accept the defaults or make changes. Consult Step 9: Resources, Package Configuration in Chapter 1 to review the Package Configuration fields.
3.
Use Package Item Costs/Prices: Note that if you initially use Package Item Costs/Prices, but then edit the package to charge a flat rate, you will not be able to return to using the item costs or prices by checking the Use Package Item Costs/Prices checkboxes. The individual item prices/costs will now be set to 0. You will have to delete the package from the location and re-add it to retrieve the original costs/prices.
The comments field will default to the text you entered when setting up this package, but you can alter it here. Information entered here will print below the item on the setup and confirmation sheets.
Click the Wordprocessor button to switch to the word processor, in which you can format text, add required “merge” fields and create professional documents.
This tab can be filled in with notes regarding the customer's requirements for this package here, but it can also be used from EPWeb. The person accessing the event from EPWeb can fill in customer requirements for the package online, and those notes will be pulled into this tab in EventPro.
The taxes will default to the Applicable Event Taxes that are applicable to the package, but you can select others if you wish.
To review how applicable taxes work in conjunction with Applicable Event Taxes, review Chapter 1: Setting Up Event Pro, Step 6: Company/Contact, Entering a New Company: Taxes.
Click Save. In the bottom grid of the Event Maintenance screen, the tabs will be filled in with the pre-selected package items.
5.
If you do not use a package and need to start adding items individually, or if you want to customize the package, you can now continue adding or editing details under the other tabs.
