Skip to main content

Ordering staff for events

Ordering Staff for EventsM

If you don't have enough staff to run an event, get in more people from a staffing agency.

  • Create an internal staff planning segment

    In the external customer segment, enter the staff roles and their numbers. In the in-house staff planning segment, assign either your own staff or a staffing agency.

    1. Create an external Bestellung  Order segment containing Service items.
    2. Right-click the order and select Bestellung Intern Personal Add in-house planning segment ().
    3. Assign a supplier in the Role/Supplier column.
      Note: The staff role must be enabled for einkauf Purchasing and have at least one active, linked ArtikelAdressen Supplier item with a price assigned to it.
  • Create a purchase order from the in-house segment

    Create a purchase order directly from the in-house planning segment, even without going through the purchasing overview.

    1. Click on einkauf Purchasing in the top toolbar of the input window to directly trigger new orders or add to existing orders.
      Note: The event date must be in the future. Orders from different suppliers must be created one after the other.
      a) If no supplier is assigned, click on einkauf  Purchasing > EinkaufsMonitor Consumables and create a new order. The overview opens on the date of the event,
      b) If a supplier is assigned, click on einkauf Purchasing > neu Supplier> New order. The purchase order opens with the supplier, the event, the booked item and the required quantity pre-assigned.
      c) If a purchase order already exists that you want to add to, select einkauf Purchasing > Lieferservice Supplier > einkauf Purchasing > Bestellung Purchase order and add to the purchase order.
    2. If you want to place purchase orders for all segments of one event at the same time, click on VA Event > VAGeneral before opening the orders or the purchasing overview.
    3. Update the in-house planning segment if you have made changes in the customer segment by clicking refresh Refresh > Reset item to sales item in the toolbar above the booked items.
  • Create a new rental order from the purchasing overview

    In the purchasing overview for rental items, you can see all staff and inventory items that are required on the specified date, provided that:. - supplier items have been assigned to these items - both the items and the segment has been enabled for purchasing, and - the required quantity has been specified.

    1. Click on einkauf Purchasing > EinkaufsMonitor Rentals in the toolbar of the segment input window to open the purchasing overview for rental items. Alternatively, open the overview from the Basis Home tab by clicking on einkauf Purchasing > EinkaufsMonitor Rentals, if necessary with company details and a time period.
      Note: The supplier selected in the in-house staff planning segment is NOT automatically pre-assigned in the order, but must be selected again when ordering from the purchase overview.
    2. In the list of orders in the centre of the page, filter for personal  Staff items and select the item group Staff in the list of item groups on the right.
    3. In the list of suppliers at the bottom right, click on the Supplier you want to place an order with. The list of items displayed will then only show those items that the selected supplier has in their range.
    4. Click on ok Apply values to adopt the required quantities as order quantities.
    5. Click on neu Order to create a new purchase order.