Reservable items

Used for

Reservable items are used in the Reservation module. After creating the item, don’t forget to change the setting ‘Reservable = yes'. Reservable items that are made reservable can than be found in the menu option RESERVATIONS > Reservable objects.

Create a new Reservable item

1. In the navigation menu navigate to ASSETS > Catalog;

2. Press “Create new catalogitem”;

3. Select the option “Reservable items”;

4. Fill in the fields. The name and type (“Consumable” in the example below) are mandatory;

5. Set “Reservable = yes”. The tab ‘Reservation settings’ now becomes visible at the top of the page indicating that the items is now reservable. By default the items is now reservable for everyone, in all location, at all times;

6. Navigate to the ‘Reservation settings’ to view/ change the reservation settings. Hover over the fields to view the helptext;

7. Press “Save and return” to finalize the catalog item;

8. You can now also find the reservable items via: RESERVATIONS > Reservable objects.
   

More details on reservable items is found in the key -use article on Reservation: https://spacewell.atlassian.net/wiki/spaces/KB/pages/191266862/Reservations+incl.+recurring+for+Key-user#Reservable-objects

Orderable items

Used for

Orderable items are used in the Purchasing and Inventory modules.

Create a new orderable item

1. In the navigation menu navigate to ASSETS > Catalog items;

2. Press “Create new catalogitem”;

3. Select the option “Orderable items”;

4. Fill in the fields. The fields marked with an asterisk are mandatory;

5. Press “Save and return” to finalize the catalog item.

Prices tab

On the prices tab you can fill in the price details of the item. The page is divided into a PURCHASING and SALES section.

Alternative tab

On the alternative tab you can add alternative catalog items. Uses can consult this ta, but there is no functionality behind this.

Linking an orderable item to an asset

An orderable catalog item can be linked to an asset. There are two approaches for this

Create a new asset from a catalog item

After creating you orderable catalog item:

1. Open the Catalog item;

2. Navigate to the ‘Asset’ tab;

3. Click ‘New’;

4. Select the category in which you want to create the Asset;

5. Click ‘Create’;

6. A couple of fields, such as ‘Name’ and 'Original value' are copied from the catalog item to the asset;

7. Fill in the field on the asset (see instruction in previous chapter of this article);

8. Click ‘Save & return“ to return the ‘Asset’ tab on the catalog item. As you can see the newly created asset is automatically linked.

Link an existing catalog item to an asset

1. Open an Asset (menuoption ASSETS > Assets);

2. In the field ‘Catalog’ start typing to find the catalog item you want to link or use the search functionality by clicking the '…'

3. Note: in this case, no fields are copied from the catalog item to the asset.

Unlink asset from catalog item

To unlink the asset from the catalog item, simply open the asset and click the ‘x' behind the 'Catalog’ field.

Workorder items

Used for

Workorder items are used for adding cost to a work order via the ‘cost’ tab (see screenshot below). Catalog items are typically created for standard cost that often occur on a workorder.

Creating a workorder item

Before you can a catalog item to a work order, the item first neesds to be created in the Catalog module.

1. In the navigation menu navigate to ASSETS > Catalog items;

2. Press “Create new catalogitem”;

3. Select the option “Workorder items”;

4. Fill in the fields. The fields marked with an asterisk are mandatory;

5. Press “Save and return” to finalize the catalog item.

More information on workorder in these articles:

• Corrective work orders

• Preventive work orders (maintenance)
  

Energy (add meter type)

Used for

When creating a utility meter (GJ, kWh, m3) on a property, a meter type needs to be selected. Examples of meter types are water meters, electricity meters, and CO2 meters.

Creating a meter type

1. In the navigation menu navigate to ASSETS > Catalog items;

2. Press “Create new catalogitem”;

3. Select the option “Energy”;

4. Fill in the fields. The fields marked with an asterisk are mandatory;

5. Press “Save and return” to finalize meter type;

6. The meter type can now be selected when configuring a new or existing meter;

7. In the ‘Meters’ tab you can see what meters are linked to this meter type.

Rent component (used for rental contracts)

Creating and managing catalog items of the category “Rent component” is yet to be described.