Inventory and Resources Window

you can sell merchandise (and any other inventory such as room rentals, custom rentals, or things your venue tracks) to a patron out side of a Facility project.

This can be:

• merchandise you buy for resale (like t-shirts, CD's etc)
• items that you rent for a time period such as costumes or rooms. If the item is a rental, you'll be asked for the time it will be rented - and TM will check to see that it is available (think old fashioned video rentals)
• etc

Start by clicking on the 'resources' button on the order window. as per the image below

Selling The Item

Click 'New' to add an inventory item to the order. There are 3 parts of the inventory/resource sales detail window.

• Item & Quantity
  • Resource enter the resource or merchandise number that you want to sell or rent.
  • Quantity Indicate how many of the items you want to sell or rent to the customer
• Financial
  • Fiscal year enter a value if you want to for this - it is used to track the totals inventory sales on the patron's sales statistics record for that year - normally, you leave it as is
  • Per Unit the price of each item, if you allowed it to be changes on the inventory setup. If not, then this is the fixed price of the item.
  • Discount is you want to discount the item prior to sale
• Associations to display on Calendars

  For merchandise, you would not enter anything here. if you were renting something that is associated with an event, venue or performance and you want to have this item show up a being used for a certain time frame, you can select the calendars here. For example, if somebody is renting the grand piano, you can enter the venue it will be in.

  • Venue the venue that the rental item will be located in
  • Event the event that the rental item is associated with
  • Performance the actual performacne that the rental item will be used for, if not for an entire event.