Edit Items for Individual Bookings
- Open the Navigator.
- Select the booking detail folder that contains the items that you want to edit.
- 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.
- Select Edit.
- 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.
- To print notes only on internal reports, select Internal.
-
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 |
- If applicable, open the Selection tab, and edit the resource selections.
- Select OK.