Define item status options
Each
Status that can be assigned to a Booked item in the Conference Service/Logistics mobile WebApp is defined individually in order to map the operational processes as best possible.
- Go to the
Administration tab and click on
Booked item status >
New. - Give the new status a self-explanatory Name.
- The Sort number determines the order:
- the existing statuses in the list under
Administration >
Booked item status - of items with assigned status in the webapp
- the existing statuses in the list under
- Highlight iItems with this status by
- a font style from HTML or css
- a background colour by clicking on the colour palette
- Activate Change status for all items in the segment to confirm a status change in the WebApp not only per item, but also for the entire segment by clicking
OK . - A field for an electronic Signature can be enabled.
- Specify whether items with the current status should already be listed for Returns .
Example: Items with status "picked" are not listed for returns - Specify whether a
Job should be executed as soon as the status is assigned.
Example: Send a notification to the conference office as soon as an item is marked as "consumed" - Specify whether items with this status should be included in the Invoice :
- Never copy to invoice: no item with this status will be invoiced
Example: Items with the status "picked" are never transferred to the invoice - Only item group package: Only items from the selected item group package are excluded from the invoice with this status. Enter the name of the item group package manually. (Creating an item group package)
Example: Hot meals with the status "delivered" are included in the invoice, but drinks are not. Drinks are only invoiced when they have the status "consumed".
- Never copy to invoice: no item with this status will be invoiced
- Only authorise one
User group to assign the status. Users who do not belong to this user group cannot then assign this status.
Example: Only the kitchen may assign the status "picked", only the logistics staff may assign the status "delivered".