Edit Items for Individual Bookings

  1. Open the Navigator. 
  2. Select the booking detail folder that contains the items that you want to edit.
  3. In the Items pane, select the item you want to edit.

    The item must not be invoiced. If the item is invoiced, Edit is unavailable. To edit an invoiced item, first void the invoice.

  4. Select Edit. 
  5. Complete the appropriate action:
    • For non-resource items, the Booking detail dialog opens. Update the item and select OK to return to the Navigator.

    • For resource items, the Resource dialog opens on the Resource tab. The Selections tab might also be available. Update the information as needed.

  6. To print notes only on internal reports, select Internal. 
  7. If you change the pricing method, enter the appropriate information.

Pricing method

Additional fields

Unit

Unit price

Half day/Full day (Event time)

Half day price

Full day price

Hours

Half day/Full day (Reserved time)

Half day price

Full day price

Hours

Half day/Full day (Service time)

Available only for a resource with a service order.

Half day price

Full day price

Hours

Hourly (Event time)

 

Hourly price

Minimum charge

Maximum charge

Initial flat charge

Hourly (Reserved time)

Hourly price

Minimum charge

Maximum charge

Initial flat charge

Hourly (Service time)

Available only for a resource with a service order.

Hourly price

Minimum charge

Maximum charge

Initial flat charge

Hourly (Specific)

Hourly price

Minimum charge

Maximum charge

  1. If applicable, open the Selection tab, and edit the resource selections. 
  2. Select OK.