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Learning Objectives
After reading this article, you’ll be able to:
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Catalog items
Catalog items are used in various processes in Workplace. The most common use of catalog items are reservable/ catering items (Reservation module) and orderable items (Purchase orders).
Since catalog items are used for multiple processes, a category must be selected when creating a new catalog item. This category can also be used when for example only want to search for all energy meters.
Reservable items
Orderable items
Workorder items
Energy (add energy meters)
Rent component (used for rental contracts)
General
Explain the fields
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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
In the navigation menu navigate to ASSETS > Catalog;
Press “Create new catalogitem”;
Select the option “Reservable items”;
Fill in the fields. The name and type (“Consumable” in the example below) are mandatory;
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;
Navigate to the ‘Reservation settings’ to view/ change the reservation settings. Hover over the fields to view the helptext;
Press “Save and return” to finalize the catalog item;
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
In the navigation menu navigate to ASSETS > Assets;
Press “Create new catalogitem”;
Select the option “Orderable items.” (Inventory items are orderable, hence the fact of inventory/stock management);
Fill in the fields. The fields marked with an asterisk are mandatory;
Press “Save and return” to finalize the catalog item.
Field name | Description |
|---|---|
Name | The name of your catalog item |
Model | The model/type of your item |
Description | Here you can enter a short description of the catalog item |
Manufacturer | The name of the manufacturer |
Supplier | The name of the supplier |
Purchase price | The purchase price of the catalog item |
Sell price | The sell price of the catalog item |
VAT | Yes/No if VAT is applied in the settings |
Workorder items
Energy (add energy meters)
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