Difference between revisions of "How do I assign a hire price plan to a hire item?"
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== Summary == | == Summary == | ||
| − | The following article explains how to assign a Hire Price Plan to a Hire Item or | + | 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 booking item type?|Hire Item Type]] or a specific [[How do I create a hire item?|Hire Item]]. |
== More Information == | == More Information == | ||
| − | + | {{Tip|text=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.}} | |
| − | |||
| − | {{Tip|text=It is considered best practice to assign a price plan to a hire item type | ||
| − | === Assigning to a Hire Item === | + | === Assigning to a Hire Item Type === |
| − | * Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Hire | + | * 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= | + | {{Information|text=You can narrow the search using the {{DataPrompt|Filter on:}} field.}} |
| − | * Select the hire item | + | * Select the hire item type from the list and click {{Button|Edit}}. |
| − | * At {{DataPrompt|Price | + | * 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. | ||
{{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.}} | ||
* Press {{Button|Done}} and {{Button|Accept}} the changes. | * Press {{Button|Done}} and {{Button|Accept}} the changes. | ||
| − | === Assigning to a Hire Item | + | === Assigning to a Hire Item === |
| − | * Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Hire | + | 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}}. | ||
* Press {{Button|Search}} to list the hire items. | * Press {{Button|Search}} to list the hire items. | ||
| − | {{Information|text= | + | {{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 | + | * 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 | ||
{{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.}} | ||
* Press {{Button|Done}} and {{Button|Accept}} the changes. | * Press {{Button|Done}} and {{Button|Accept}} the changes. | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I customise pricing in Booking & Hire?]] |
| − | * [[How do I | + | * [[How do I create a hire price plan?]] |
| + | |||
| + | {{KB_Tags|booking, hire, price, plan, assign, item, type}} | ||
| + | {{How}}{{KB_BH}} | ||
| − | |||
| − | |||
{{KB_Ref|BH01, BH92, BH98}} | {{KB_Ref|BH01, BH92, BH98}} | ||
Latest revision as of 05:32, 19 June 2019
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
