Difference between revisions of "How do I assign a hire price plan to a hire item?"
From Catalyst
m (Les Ward moved page How do I Assign a Hire Price Plan to a Hire Item? to How do I assign a hire price plan to a hire item?: Lower case (except for Platinum menu options)) |
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== Summary == | == Summary == | ||
The following article explains how to assign a [[How do I Create a Hire Price Plan?|Hire Price Plan]] to a [[How do I Create a Hire Item Type?|Hire Item Type]] or a specific [[How do I Create a Hire Item?|Hire Item]]. | The following article explains how to assign a [[How do I Create a Hire Price Plan?|Hire Price Plan]] to a [[How do I Create a Hire Item Type?|Hire Item Type]] or a specific [[How do I Create a Hire Item?|Hire Item]]. | ||
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* Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Hire Item Types}}. | * Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Hire Item Types}}. | ||
* Press {{Button|Search}} to list the hire items. | * Press {{Button|Search}} to list the hire items. | ||
| − | {{Information|text=You can narrow the search | + | {{Information|text=You can narrow the search using the {{DataPrompt|Filter on:}} field.}} |
* Select the hire item type from the list and click {{Button|Edit}}. | * Select the hire item type from the list and click {{Button|Edit}}. | ||
| − | * Go to the {{ | + | * Go to the {{Tab|Settings}} tab. |
* At {{DataPrompt|Price Plan:}}, enter the name of the price plan you want to assign to the hire item. | * At {{DataPrompt|Price Plan:}}, enter the name of the price plan you want to assign to the hire item. | ||
{{Note|text=You can search for the price plan you want by pressing {{KeyPress|C-F1}} here.}} | {{Note|text=You can search for the price plan you want by pressing {{KeyPress|C-F1}} here.}} | ||
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=== Assigning to a Hire Item === | === Assigning to a Hire Item === | ||
| − | To override the default specified for the Hire Item Type | + | To override the default specified for the Hire Item Type on a specific item: |
* Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Hire Items}}. | * Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Hire Items}}. | ||
* Press {{Button|Search}} to list the hire items. | * Press {{Button|Search}} to list the hire items. | ||
| − | {{Information|text=If there are many hire items, you can narrow the search | + | {{Information|text=If there are many hire items, you can narrow the search using the {{DataPrompt|Item type:}} and {{DataPrompt|Search on:}} fields.}} |
* Select the hire item from the list and click {{Button|Edit}}. | * Select the hire item from the list and click {{Button|Edit}}. | ||
* At {{DataPrompt|Price plan:}}, enter the name of the price plan you want to assign to the hire item. | * At {{DataPrompt|Price plan:}}, enter the name of the price plan you want to assign to the hire item. | ||
Revision as of 08:59, 11 December 2018
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Contents
Summary
The following article explains how to assign a Hire Price Plan to a Hire Item Type or a specific Hire Item.
More Information
 | It is considered best practice to assign a price plan to a hire item type. All hire items of this type will then use this default. You should only override the price plan for individual hire items when necessary i.e. for specific items which fall outside the normal charges for other items of the same type. |
Assigning to a Hire Item Type
- Go to " Booking and Hire Maintenance Options Add or Edit Hire Item Types".
- Press [Search] to list the hire items.
 | You can narrow the search using the "Filter on:" field. |
- Select the hire item type from the list and click [Edit].
- Go to the [Settings] tab.
- At "Price Plan:", enter the name of the price plan you want to assign to the hire item.
 | You can search for the price plan you want by pressing <Ctrl+F1> here. |
- Press [Done] and [Accept] the changes.
Assigning to a Hire Item
To override the default specified for the Hire Item Type on a specific item:
- Go to " Booking and Hire Maintenance Options Add or Edit Hire Items".
- Press [Search] to list the hire items.
| If there are many hire items, you can narrow the search using the "Item type:" and "Search on:" fields. |
- Select the hire item from the list and click [Edit].
- At "Price plan:", enter the name of the price plan you want to assign to the hire item.
| You can search for the price plan you want by pressing <Ctrl+F1> here. |
- Press [Done] and [Accept] the changes.
See also
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Tags
BH01, BH92, BH98
