Setting up ESC events^M

• Set defaults

  Some fields can be preset to default values for new deliveries.

  1. Go to the  Administration tab and select  Settings (>  Company

     Module

     Multi-Companies

     ) >  Event >  ESC.

     Module

     ESC

     .
  2. Assign an anonymous default Name if the customer's address data is frequently unavailable at the time the order is placed.
     Ex: Anon., Business card
  3. Enter a default Status and Occasion for new deliveries.
  4. Tick Auto-create ESC days to copy directly all the dates of any exhibition

     Module

     Holidays/Special Events

     from the event calendar.
  5. Select Templates for the returns note email and invoice (see below) and enter Delivery times.
• Create order types

  There are three basic segment types in the ESC: Order, Invoice and Returns. Several order types can be created for each of these segments and assigned different text or spreadsheet templates.

  1. Go to the  Templates tab and select  ESC templates >  New, then the company if applicable.
  2. Enter the Name of the order type and select a Segment type.
  3. Select a Price group.
  4. Tick Update item prices to auto-refresh prices for the time of the event.
  5. Tick Add items ordered on-the-fly to standard range if you are planning to offer these for selection later.
• Assign your standard range to an order type

  Assign a combo item for your standard delivery range, which is offered with every delivery of this order type.

  1. Click on the expand triangle next to  Items and select  Search if a sales item for the standard range has already been created.
  2. Select  Items >  New to create a new sales item for the standard range (see below).
  3. The item is broken down into its components each time a new ESC segment is created on the  Item tab.
• Create templates for delivery and returns notes

  Assign text or spreadsheet templates that are offered for delivery notes, returns notes etc. for this order type.

  1.  Add a Template.
  2. Select a suitable template from the list of existing templates or   Add a new one.
  3. The selected templates are offered for quick printout for all order segments.
• Create a "Standard range" item for the ESC

  The standard item range is saved collectively as one combo item which is automatically booked for the segment.

  1. Create a new combo item (Creating an item).
  2. Assign a unique Name.
     Example: ESC Standard Range
  3. Enter all items in your standard range as components (Adding components to a combo item).
  4. The items are automatically expanded in the segment.
  5. If necessary, enter deposit items that are to be returned as empties (Charge a deposit for empties).
• Add exhibitions to the Holidays/Special Events calendar^M

  Exhibitions which have already been saved in the Holidays/Special Events calendar can be copied with all their data to any new delivery.

  1. Go to the  Configurations tab in the function bar and select  Holidays/Special Events^M.
     >  New.
  2. Enter the Name, Start date and End date of the exhibition.
     Note: To avoid confusing recurring events, include the year as part of the name.
  3.  Save your input by clicking on the icon in the top left-hand corner of the input window.
  4. Click on  ESC > Trade fair >  Edit list to add the name of the exhibition to the picklist.