Creating an event for Exhibition Stand Catering (ESC)M create an event
- Create a new event for Exhibition Stand Catering (ESC)
Das Modul Messe Lieferservice wird im Leistungsumfang mit dem EreigniskalenderM abgerundet. Informationen aus dem Ereigniskalender werden im Info Center angezeigt und im Messe Lieferservice übernommen (Legen Sie die Messen im Ereigniskalender an).
- In the function bar, go to the tab Basis > Delivery service.
- The search and input window for the delivery service opens.
- holiday/special eventUm das Datum einer Messe aus dem EreigniskalenderM zu übernehmen, geben Sie im Feld Messe den Namen der gewünschten Messe exakt ein.
- Add the trade fair to the expandable selection list so that you can open it more quickly next time.
- Click on New system at the bottom right of the window and select the company if necessary.
- The input window for the delivery service event opens.
- Specify the main data of the ESC event
- Enter the organiser addressat the top left.
- Fair and Occasion may already be preset and can be changed manually.
- Enter the room abbreviation in the first column of delivery locations and the stand number in the second column and confirm with . Alternatively, click on , double-click on the room and enter the stand number.
- The trade fair days are automatically taken from the event calendar and can be customised.
- To add one or more days, click on Period, enter the date and confirm with OK.
- Save your input by clicking on the icon in the top left-hand corner of the input window.
- Create a new ESC segment
- Select one of the event days.
- Below this, click on New in theTransactions window and select the order type (e.g. delivery, repeat order) if necessary.
Note: If there is only one standard template for the type, this is automatically adopted. - The new process opens with all items of the standard assortment on the new tab Item.
- Adjust the delivery dates
- Set the delivery time.
- Tick the box for Custom delivery time to enable manual input. The delivery time is preset with the current time plus 30 minutes and can be changed.
- Enter the number of desired items in the column No. in the middle area of the input window.
- Store set-up times in the segment
M
You can enter set-up times in the segment to take into account delivery and assembly, for example. The set-up times in the segment are taken into account in all inventory itemsM of this segment.
- Tick the box for Custom set-up times.
- Enter the first day and the last day of the stock freeze.
- Enter the start and end time of the stock block.
Note: The items cannot be booked during this period.
- Search and modify existing segments
- In the function bar, go to the tab Basis > Delivery service.
- The search and input window for the delivery service opens.
- The easiest way to search for an existing event or order is to use the event or order number.
- Alternatively, you can search via the date or the hall.
- Select the desired segment from the list of results by double-clicking.
- To reject an operation, select the operation, click and confirm the message with Reject.
Note: Rejected transactions cannot be retrieved.
- Create a delivery note
- To quickly print the delivery notes for all departments, click on at Operations in the input window at the bottom left.
- Select All templatesto print the delivery notes for this event.
- Alternatively, click on the tab spreadsheet at the top of the input window, select a template in the toolbar of the input window and print a temporary delivery note.
Note: a temporary delivery note is not saved.
- Create a return slip
If deposit items are stored with the booked items, return vouchers can be created automatically.
- Klicken Sie im Eingabefenster des Lieferservice auf den Reiter Retouren. Eine Liste aller Pfandartikel dieser Lieferservice- Veranstaltung öffnet sich.
- Drucken Sie den Retourenschein für Ihre Logistiker über Retourenschein.
- Accept returns
Ausgegebene Pfandartikel erscheinen ab dem Tag, für den sie gebucht sind, auf dem Reiter Retouren und können pauschal für die Veranstaltung oder tagesgenau zurückgebucht werden.
- Gehen Sie auf den Reiter Retouren und geben Sie die Anzahl der zurückgegebenen Pfandartikel ein.
- To create a segment for the return on the exact day, click on the dropdown triangle next to Return and select the date.
- A new segment Return is created automatically.
Note: Make sure that no price is stored in the selected price group.
- Create a deposit statement
The deposit settlement records all deposit items that have not been recorded in the returns. The "leftovers" must be invoiced to the customer.
- Klicken Sie im Eingabefenster des Lieferservice auf den Reiter Retouren. Eine Liste aller Pfandartikel öffnet sich.
- To create the non-returned deposit items in a segment, click on Remains.
- A new process Deposit account is created automatically.
Note: Make sure that the price group of the replacement value is deposited.
- Switch from ESC to event
The delivery service is used to process fast trade fair business simply and effectively. The data from the delivery service is automatically created in a "normal" event.
- To switch from the delivery service to the event, click on at the top of the input window and confirm the message with Save.
- The event opens with all the data from the delivery service and can be edited.
- Create an invoice
Invoices are not created in the delivery service, but from the linked event.
- Enter the billing address, if different from the organiser's address.
- Erstellen Sie die Rechnung (Wie schreibe ich Rechnungen für eine Veranstaltung?).
- Set the event status to Completed.
- Save and close the event.