Using the Resource Details Page

Video Tutorial

Using the Resource Details Page

This article will walk you through:

1. Navigating to the Resource Details Page
2. Editing Cost and Pricing
3. Accessing the Stock Register
4. Viewing Events Using the Resource
5. Editing Library Info
6. Editing Taxes, Discounts and Charges
7. Editing Units
8. Managing Vendors
1. Adding a Vendor
2. Editing an Existing Vendor's Note
3. Deleting a Vendor

Navigating to the Resource Details Page

1. Hover over Resources.
2. Click Resource Library (new).

3. Click the name of the resource for which you wish to view details.

You are now on the details page for the selected resource.

Editing Cost and Pricing

1. Click Cost and Pricing.
2. Click Edit.

3. Use Tab or the arrow keys to move between the cost and price fields, typing in the values for the applicable price lists.
4. Click Save to save all of your changes or Cancel to cancel all of your changes.

For more on price lists, please see the full article.

Accessing the Stock Register

The stock register allows you to adjust the amount of your resource that you have in stock. For more information, please see the full article.

Viewing Events Using the Resource

The events tab gives you a list of all events for which the resource is being used. You can navigate to an event's details page by clicking the name of the event.

Editing Library Info

1. Click Edit next to Library Info.

2. Type or select the desired information.
   Note: Other than Resource Name, all text fields on this page are optional.
3. Click Save to save all of your changes or Cancel to cancel all of your changes.

Editing Taxes, Discounts and Charges

1. Click Edit next to Taxes, Discounts, and Charges.

2. Check the box next to any tax, discount or charge that you would like to apply to this resource.
3. Click Save.

For more information on taxes, discounts and charges, please see the full article.

Editing Units

1. Click Edit Units.

2. Check the units that should be able to be used for this resource. You can also uncheck currently checked units to remove them from this resource.
   Note: only units that are not being used for this resource on an event can be removed from the units list.
3. Click Save.

Managing Vendors

Adding a Vendor

1. Click Add Vendor.

2. Type a name or phrase into the Vendor field to search your address book contacts.
3. Select a contact from the results drop-down.
4. Optionally, type a short note about this vendor into the Note field.
5. Click Save.

Editing an Existing Vendor's Note

1. Click the pencil-and-paper icon next to the vendor you wish to edit.

2. Type the desired note into the note field.
   Note: You cannot change the vendor.
3. Click Save.

Deleting a Vendor

1. Click the X icon next to the vendor.

2. Click OK to confirm that this vendor should be deleted.