Resources

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What is a resource?

A resource can be e.g. a person, equipment/facility, a venue (room etc.). You can see bookings for each resource in the calendar.

Creating/Changing a resource

You can find the resources in the menu Resources -> Resources. Below is the screen displayed when you select resources in the menu.

Ressourcer

You must as a minimum provide the following information,

  • Internal Name, Code

Resource types

When you create a new resource you select which type of resource you want to create. When you press Create New the dialog shown here appears

Create resource

The types you can select are

  • Facility - e.g. equipment
  • Venue - e.g. a meeting room
  • Person
If you check "A quantity of resources" then you are creating a resource pool. A pool can be used when you have e.g. 10 pieces of similar equipment where it makes no difference which one the customer rents/reserves.

Field description

The header

The header states the resource type, e.g. as shown above "Facility".

Internal Name

Enter a name for the resource that is used internally within the administration program, ie. it is not shown in the webshop.

Code

A short code for the resource that may be used in e.g. reports.

Requires approval

You can request that a reservation must be approved by you. When a customer reserves the resource he/she is informed that the order has to be approved by you before it is binding. Please note that reservations that has to be approved cannot be used with online payment (only bank transfer)

External resource

Here you may specify that the resource is not owned by your company, e.g. a consultant.

Type

Here you can select a resource-type/group. This way you may divide your resources into groups. For staff using time registration you may choose to select a resource type and then set the hourly rate on the resource type. This rate is then used when invoicing.

Read about Resource Types here

Language

Here you can select a language and then provide language dependent information that the user will see in e.g. the webshop.

Name

Enter a name for the resource for each supported language.

Approval notice

If you have checked "Requires Approval" then you can specify e.g. a reason or requirement in order to be approved. For a meeting room you could enter "Activity must not be noisy".

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