Creating a Booth Rental Product

To create a new booth rental product:

1.    From the Personify360 main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.

2.    Click Create New Product.
The Product Maintenance screen displays.

3.    Click Exhibitions, as shown below.

The General Setup screen displays.

4.    Enter the Product Code.
The Parent Product defaults to the value entered as the Parent Code.

5.    Click the Parent Product link and select the appropriate parent product.
A pop-up displays asking if you would like to copy the product and revenue accounts of the parent product. Select Yes or No and click OK to continue.

6.    Enter the Product Name.
The Invoice Description defaults to the value entered as the Product Name.

7.    Enter the Product Sub-Title.

8.    Select the Product Type of “Booth Rental” from the drop-down.
The Exhibition Level Information section displays, as shown below.
General_Setup_BoothRental.png

9.    Select the Product Status from the drop-down.

10.  If your organization uses multi-currency, then select the appropriate Currency Code.

11.  Check the checkboxes that apply:

·           Available to Order

·           Zero Price

·           Returnable

·           Members Only

·           One Price Only

·           Enforce Inventory

·           Allow Price Update

12.  In the Exhibition Level Information section, perform the following:

a.    Select the Booth Pricing from the drop-down.

b.    Enter the Points for this Product.

c.    If necessary, select a value in the Restrict to this booth type drop-down.

13.  If necessary, click Default Priority Points.
See Defining Priority Points for more information.

14.  If necessary, click Badge Default Information.
See Defining Badge Default Information for more information.

15.  Click Save.

Screen Elements

Description

Exhibitor Level Information

Booth Pricing

Drop-down. Identifies whether the price for the exhibition product will be calculated based on the flat amount price defined for the product or whether the defined price is a square unit price (where the total price is calculated by multiplying the square unit price by the total number of square units of booth).

If the Allow Price Update checkbox is checked on the General Setup screen in Product Maintenance for the BOOTH RENTAL product on the order, it is assumed that staff will manually enter the Unit Price of the booth on the Order Entry screen BEFORE assigning the booth. Therefore, the automatic booth price calculation based on the booth dimensions and price is NOT applicable.

Begin Date

Read-only. The beginning date of the booth rental. This date populates automatically based on the Parent Product selected.

End Date

Read-only. The end date of the booth rental. This date populates automatically based on the Parent Product selected.

Last Registration

Drop-down. The date the registration period ends. This date populates automatically based on the Parent Product selected. This date is compared to the order date when the exhibition registration is entered. If a batch is open when the registration is entered, the order date is set to the batch date, not the system date.

Last Refund

Drop-down. The last date on which refunds can be generated for this exhibition. This date populates automatically based on the Parent Product selected. If a batch is open when the refund is being generated, the system compares the Last Refund Date to the batch date.

Location

Read-only. The exhibition hall in the facility where the booths are located.

Facility

Read-only. The primary facility for the exhibition.

Default Priority Points

Button. When clicked, the Priority Points screen displays. Exhibitors can be awarded priority points for signing up for an exhibition. They can accrue points per booth, square unit, or dollar, and use these points for additional benefits. Some associations use the accumulated priority points to determine which company receives the best space in subsequent shows. See Defining Priority Points for more information.

Badge Default Information

Button. When clicked, the Free Badge Maintenance screen displays. You can define the number of free badges that will be provided for each booth or per total square area of space. See Defining Badge Default Information for more information.

Points for this Product

Text box. Exhibitors can be awarded priority points for signing up for an exhibition. Enter the number of points that will be awarded for those who rent or share this booth.

Restrict to this booth type

Drop-down. If you want the XBT600 batch process (that calculates exhibitor points) to only award points for a certain booth product type, you can define it here.