Adding or Editing Services
For each resource booking item, services can be requested (for example: refreshments, catering, security, ID cards and so on). Services can be added to all items linked to the booking or to individual items.
Select from the following to manage services:
Adding or Editing a Service Linked to all Booking Items.
To add or edit a service linked to all booking items:
Search for and open the relevant resource booking record.
Click the New Service option in the Tasks panel.
Alternatively, click the Service(s) option in the Associated Items panel and double-click an existing record to open it.
The Service Editor window is displayed.
Enter the relevant details.
The fields on the Service Editor window are described in the following table:
This field… | Holds this information... |
|---|---|
Linked to | The resource booking item that the service is linked to. This is populated automatically and cannot be edited. |
Description | A description of the service. |
Service Type | The type of service. These can be defined in Service Types Reference Data (accessed by navigating to Resource Booking > Resource Booking). |
VAT | The VAT or GST rate for the service. |
Quantity | The quantity of the service type. |
Unit Cost | The unit cost. This is populated by default based on the Service Type field but can be edited. These can be defined in Service Types Reference Data (accessed by navigating to Resource Booking > Resource Booking). |
Time required | The time the service needs to be delivered. The times are in 30 minute blocks between the specified booking hours. |
Status | The status of the service. These can be defined in Service Status Reference Data (accessed by navigating to Resource Booking > Resource Booking). |
Note | Any comments on the service requirements. |
Click OK.
The Services List tab is displayed with the record added.
Adding or Editing Services Linked to a Single Booking Item.
To add or edit a service linked to a single booking item:
Search for and open the relevant resource booking record.
Click the Resource Booking Item(s) option in the Associated Items panel and double-click a record to open it.
The Resource Item Editor window is displayed.
Select the Services tab.
Click the Add Service button.
Alternatively, double-click an existing record.
The Service Editor window is displayed.
Enter or edit the relevant details.
The fields on the Service Editor window are described in the following table:
This field… | Holds this information... |
|---|---|
Linked to | The resource booking item that the service is linked to. This is populated automatically and cannot be edited. |
Description | A description of the service. |
Service Type | The type of service. These can be defined in Service Types Reference Data (accessed by navigating to Resource Booking > Resource Booking). |
VAT | The VAT or GST rate for the service. |
Quantity | The quantity of the service type. |
Unit Cost | The unit cost. This is populated by default based on the Service Type field but can be edited. These can be defined in Service Types Reference Data (accessed by navigating to Resource Booking > Resource Booking). |
Time required | The time the service needs to be delivered. The times are in 30 minute blocks between the specified booking hours. |
Status | The status of the service. These can be defined in Service Status Reference Data (accessed by navigating to Resource Booking > Resource Booking). |
Note | Any comments on the service requirements. |
Click OK.
Repeat steps 5-7 as necessary then click the OK button.
You can remove services as necessary by selecting the record and then clicking the Remove Service(s) button.