Configure Resources for a Category

Resources, also called booking detail items, are the individual items or services that users can reserve for an event. Resources are grouped by category.

Categories used for notes, attendees, and activities do not require resources. Configure resources only for service categories.

You can also use the Resource Configuration Wizard to configure multiple resources that share common properties.

Configure resources for a category

1. Configure the category before configuring resources.
2. Select Configuration > Resources.

3. Select the category for which you want to configure resources.

   The Resources window opens.

4. Optional: To display all resources regardless of status, select Inactive in Show.
5. Optional: To filter resources by name, enter a value in Filter.

   The search is not case-sensitive. The value must match the beginning of the resource name. For example, a search for "Cold" returns "Cold Boxed Lunches" but not "Sandwiches (Cold)".

6. Do one of the following:

   • To copy an existing resource, select the resource and then select Copy.

   • To create a new resource, select New.

7. Enter the resource information. See table below.

8. Configure any additional resource options.

   • Calculations
   • Pricing
   • Add an image
   • Production items
   • Exclude rooms
   • Create a package
9. Select OK.

If this is the first resource configured for a Cateringor Resources with Service Orders category, you must also configure at least one default service type.

Resource fields

Field	Description
Description	Name or description of the resource. Maximum length is 50 characters, including spaces.
Grouping	Grouping used to organize related resources.
Account	Account that receives revenue generated by the resource.
Sequence	Controls the order in which resources display. Lower numbers appear first.
Package	Identifies the resource as a package that contains multiple resources.
Use Package Item Prices	Uses the combined prices of package items to calculate the package price.
Override Description	Allows users to edit the resource description when adding it to a booking.
Maintain Inventory	Tracks inventory quantities and warns users when inventory is overbooked.
Quantity Available	Available only when Maintain Inventory is selected. Defines the inventory quantity.
External Reference	Links the resource to an external application or system.
Internal	Identifies the resource as internal for reporting purposes.
Production Item	Identifies the resource as a production item.
Serves	Number of people the resource can serve.
Min. Quantity	Minimum quantity required when selecting the resource.
Alert	Message displayed when users select the resource.
Notes	Additional information about the resource.

EMS Web App settings

Setting	Description
Available to Everyday Users	Makes the resource available to EMS Web App users.
Available at Checkout	Displays the resource on the checkout page in EMS Web App.
Hide Special Instruction	Prevents special instructions from displaying in EMS Web App.
Display Alert to Everyday Users	Displays the configured alert when users add the resource.