Event Records

Events - Menu Options

 

To access, select the Event Records menu option from the Events menu in Back Office. Used to configure Events/Sessions to support the managing and reporting of Event related sales as well as the export of Event Analysis related sales data.

 

---

Sections      ▼

• Filters
• Events
• Event Sessions
• Footer
• How To Manage Events
• How To Manage Event Orders

 

---

Events Screen      ▲ ▼

 

 

This screen is accessed from the Back Office > Events > Event Records menu option.

 

 

Filters Section      ▲ ▼

 

 

Used to limit the number of rows displayed in the grid. The filters include the following types:

• Date Range From/To - The fields of this type are: Period and From/To Dates.
• Drop Down Lists - The fields of this type are: Status.
• Apply
• Reset

 

---

Events Section      ▲ ▼

 

 

Grid

Displays a list of Events along with their Host ID, Event, Type, From/To dates, Status, Portal Settings, Notes and External ID.

 

Noteworthy

• Type - Select from the drop-down list of Event Types.

• Status - Select from the drop-down list one of the following:
  • Public - This is the default setting.
  • Coming Soon - Select to indicate that the Event has been flagged as an upcoming Event.
  • Open - Select to indicate that the Event is open for Advance Day Orders (ADOs).
  • Hidden - To be continued ...
  • Cancelled - Select to indicate that the Event has been cancelled.
  • Closed - Select to indicate that the Event has been closed.

 

 

• Portal Settings - Select to open the Event Portal settings screen to configure the settings.
• Notes - Select in any one of the cells opposite and Event to open the Notes screen and record notes relevant to an Event.
• External ID - To be continued ...

 

 

---

Event Sessions Section      ▲ ▼

 

 

Grid

Displays a list of Sessions, associated with the Event selected above, along with their Host ID, Name, From/To dates, Start/End times, Locations, Areas, Portal Status and Process Status.

 

Noteworthy

• Locations - Select to open the Locations screen to view/select/unselect Locations associated with the selected Session.

• Areas - Select to open the Event Session screen which lists the Areas associated with the selected Session.

• Portal Status - Select to open the Event Portal Session tab to configure the settings for the Events Portal.

 

Footer Section      ▲ ▼

 

 

• New - Select to from the drop-down list one of the following:
  • Event - Select to open the New Event screen to add a new Event.
  • Session - Select to open the New Event Session screen to add a new Session.

• Save/Undo - Select to save/undo changes.

• Delete - Select from the drop-down list one of the following:
  • Event - Select to delete the selected Event.
  • Event Session - Select to delete the selected Session.

• Tools - Select from the drop-down list one of the following:
  • Create Purchase Requests
  • Create Order Charges
  • Import Events - Select one of the following:
    • Navision (File) - Select to open File Explorer to select a CSV file to import.
    • Ungerboeck (API) - Select to display the Ungerboeck Events Importer prompt to import Ungerboeck Events.
    • Ungerboeck (JWT) - Select to display the Ungerboeck Events Importer prompt to import Ungerboeck Events.
  • Notifications - Select to open the Notification Configuration screen to configure patron notifications for Events and Events Portal.

• Reports - Select from the drop-down list one of the following:
  • Boxes
  • Chefs Reports
  • Suites
  • Testing
  • Edit - Select to open the Reports screen and edit reports and their filters/options.

• Close - Select to exit..

 

End of article      ▲