Reservable items

Used for

Reservable items are used in the Reservation module. After creating the item, don’t forget to change the setting to ‘Reservable = yes.' Reservable items made reservable can 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 are now reservable. By default, the items are now reservable for everyone, in all locations, at all times;

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

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

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

More details on reservable items are found in the key-user article on Reservation: 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

You can fill in the item’s price details on the prices tab. The page is divided into a PURCHASING and SALES section.

Alternative tab

On the alternative tab, you can add alternative catalog items. Users can consult this tab, 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 to this.

Create a new asset from a catalog item

After creating your 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 instructions in the 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 (menu option 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: no fields are copied from the catalog item to the asset in this case.

Unlink assets from the catalog item

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

Workorder items

Used for

Workorder items add cost to a work order via the ‘cost’ tab (see screenshot below). Catalog items are typically created for a standard fee, often occurring on a workorder.

Creating a workorder item

Before adding a catalog item to a work order, the item must 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 is in these articles:

• Corrective work orders

• Preventive work orders (maintenance)
  
  

Energy (add meter type)

Used for

A meter type must be selected when creating a utility meter (GJ, kWh, m3) on a property. Examples of meter types are water, electricity, 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.