Ordering staffM for events
If the company's own staff is not sufficient to organise an event, temporary staff can be hired from staff service providers.
- Create an internal staff planning segment
In dem externen Kundenvorgang geben Sie die gewünschten Personalrollen mit Anzahl an. Im internen Personalplanungsvorgang weisen Sie entweder eigene Mitarbeiter oder Personaldienstleister zu.
- Create an external order with staff items .
- Wählen Sie mit Rechtsklick auf die Bestellung Internen Planungsvorgang ergänzen (Wie plane ich Personal für eine Veranstaltung?).
- Assign one of the offered suppliers in the column role/supplier .
Note: The role item must have supplier item activated for the purchase and at least one supplier item with price assigned, which is also activated for the purchase .
- Create a purchase order from within the internal event segment
While editing the event, a purchase order can be created directly from the event.
- Click on Purchasingin the upper toolbar of the segment window to directly trigger new orders or add to existing orders.
Note: Orders with different suppliers must be created one after the other.
a) Wenn kein Lieferant zugewiesen ist, öffnenSie über Einkauf > Mietartikel die Übersicht und legen Sie eine neue Bestellung an (Legen Sie aus der Einkaufsübersicht eine neue Mietartikelbestellung an).
b) If a supplier is assigned, select Purchasing > Supplier > Create order.
c) Wenn schon eine Bestellung vorhanden ist, die Sie ergänzen wollen, wählen Sie Einkauf > Lieferant > Einkauf > Bestellung und ergänzen Sie die Einkaufsbestellung. - If you want to purchase for all events of an event at the same time, click on event > base, before you open the orders or the purchasing Summary.
- Bestellen Sie wie für Verbrauchsartikel beschrieben. Geben Sie aber für Personalartikel immer einen Retourenzeitpunkt an (Ende der Arbeitszeit) (Wie bestelle ich Verbrauchsartikel?)
- Click on Purchasingin the upper toolbar of the segment window to directly trigger new orders or add to existing orders.
- Create a new purchase order for a rental item from within the purchase overview
In the purchasing overview for rental items, you can see all personnel and stock items that are required on the specified date. The prerequisite is that supplier items exist for the items, the items and the processes for purchasing have been activated and the required number of items has been specified.
- Click on Purchasing > Rental itemsin the upper toolbar of the segment to open the purchasing Summary for rental items. Alternatively, open the Summary via the tab Base > Purchase > Rental items, if necessary with company details and period.
Note: The supplier selected in the internal personnel planning process is not automatically preset in the order, but must be selected again via the purchasing overview when ordering. - Filtern Sie in der Liste der Bestellungen in der Mitte der Seite auf Personalartikel und markieren Sie in der Liste der Artikelgruppen rechts die Gruppe Personal.
- Click on the desired supplier in the list of suppliers at the bottom right to be able to place an order. The list of items displayed will then only show those items that the selected supplier has in its range.
- Click on Take over valuesto take over the requirement quantities as order quantities.
- Click on Orderto create a new purchase order.
- Click on Purchasing > Rental itemsin the upper toolbar of the segment to open the purchasing Summary for rental items. Alternatively, open the Summary via the tab Base > Purchase > Rental items, if necessary with company details and period.
User Manual
- Bp Event 12 Essentials
- Accounts
- Items
- User settings
- Purchases
- Communication
- Getting organised
- Shifts and Staff
- Creating a staff role
- Creating a staff member
- Setting up the shift planner
- Creating shifts for staff
- Planning staff for an event
- Sending shift offers
- Recording work times for staff members
- Using the Online Shift Planning WebApp
- Ordering staff for events
- Using the Online Time Clocking WebApp
- Verifying work times from Online Time Clocking
- Events
- Table Reservations
- Scheduling
- Production WebApp
- FAQs (Users)
- Glossary