Venues Inventory Overview

Venues Inventory is a 抖阴Cloud service accessed through 抖阴Cloud Portal. Venues Inventory automatically syncs with Data Management and other 抖阴Cloud services to display the most up-to-date information such as Item Inventory and Unit Costs.

Venues Inventory: Getting Started

For a venue to use Venues Inventory, the portal administrator must add and enable the service at the company level.

After adding and subscribing to Venues Inventory, the portal administrator must then assign User Roles to Venue Staff, and also assign permissions to those roles.

The process to get started with Venues Inventory is outlined in the table. Note that each step is its own process.

Step	Setting	Description
1	Add Services at the company level	Add Venues Inventory at the company level
2	Subscribe to service at the company level	Enable Venues Inventory at the company level
3	Assign or Create a User Role	To grant venue staff access to the Venues Inventory admin features, administrators must assign the required permissions to relevant user roles, and then add the user role(s) to venue staff users.
4	Permissions to a User Role	Grant permissions to access the Venues Inventory Admin Portal Options.

Venues Inventory: Next Steps

Once subscribed and enrolled in the 抖阴Venue Inventory (XVI) service, further setup is required in 抖阴Data Management (XDM). The next steps for XVI are outlined in the table. Note that each step is its own process.

To access information about XVI settings in XDM directly see, Venue Inventory Settings.

Step	Setting	Description
1	Sites	Create sites in 抖阴Portal. For more information, see 抖阴Portal Sites.
2	Set Values for Custom Fields	XVI automatically creates a custom field upon subscription. Set a value for Department Code and any other custom fields listed for the site.
3	General Ledger	The General Ledger Accounts module is a shared resource of 抖阴Cloud Suite products.
4	Vendors	Create new vendor listings.
5	Measures	A measure is a fixed size or quantity of an item. 抖阴Cloud uses measurements for modules such as Inventory Items and subscriptions such as Venues Inventory.
6	Inventory Item	The Inventory Item module pulls information from 抖阴Cloud modules including Data Management. Modules include General Ledger, Vendors, and Measures.
7	Inventory Item Thresholds (Par)	Thresholds define and categorize stock levels鈥攕ometimes known as par levels. These thresholds prevent sites from falling below a minimum quantity or over ordering.
8	Inventory Reporting	Review the procedure to configure and generate reports.

Audit Trail

View Event changes via the Audit Trail. Leveraging existing functionality found in 抖阴Data Management (XDM), the Audit Trail tracks Event changes such as who made the change, what information was changed, when was this change made, and for which sites.

For more information, see .

Nota

To view the Audit Trail, the user must have permission to access Events in 抖阴Portal and also the audit-trail.View permission.

For more information, see聽听补苍诲听.

Things to Know

A few things to know about 抖阴Venue Inventory:

	What happens when an inventory item is added to a site during an open event?
	When an inventory item is assigned to a site during an open event, the inventory item appears on the stand worksheet Entry Form for the site after the transfer is completed or a sales order for the item is tendered.
	What happens when pricing for a product or an inventory item changes during an open event?
	When a product price or unit price changes during an open event, the updated price is immediately reflected on stand worksheets with an open status, but not for stand worksheet that are already approved or completed.
	What happens when a site is added during an active event?
	When a site is added during an active event, one of several things occur depending on prior configurations: If stand worksheets are enabled prior to adding the site to an active event, then a stand worksheet is initialized when the site is added to the event and will save changes from that point forward. If stand worksheets are enabled after the site is added to an active event, then a stand worksheet is initialized for future events, not the current, active event. If a site is not added to an active event, but a site terminal processes orders during the sales times for the event, a stand worksheet is initialized and reflects the inventory items consumed by those sales orders.
	What is the pre-event transfer status workflow?
	When submitting a pre-event transfer, the status changes from open to pending. Once the event starts, all pending pre-event transfers are automatically marked as completed and all open pre-event transfers are canceled.
	*In Transfer, what is the difference between Print* and Print Written Sheet?**
	Print is available for transfers in any status. The printed sheet includes an area for a signature. Print Written Sheet is only available for pending transfers. The printed sheet includes an area to manually write the quantity received and an area for a signature.
	What happens when a Product Count order is created after the stand worksheet completes?
	If a product count order is created after the stand worksheet completes, the counted value updates to the ending count on the stand worksheet, but the quantity on hand value is not updated.
	What happens when creating a pre-event transfer after the Event Sales start time?
	If the Event Sales start time window is open, even if the event status has not yet updated, the Event is still available in the dropdown as an option for a pre-event transfer.
	What will happen if the Company settings time zone does not match the local time zone of the Event?
	Typically the Event occurs in the same timezone as the Company. If for some reason the timezone differs, reach out to the 抖阴representative for the Company.
	What happens when creating a pre- or during event transfer to replenish-to-par if the par values for an Event Type are not set?
	For pre- or during event transfers: if replenish-to-par values are not set for the Event Type and another Event Type is not available, the request to replenish-to-par does not replenish items. For replenish-to-par requests occurring outside of Event hours, the default values in Inventory Item Thresholds are used to replenish items.
	Why do stand worksheet item prices display $0.00 although the linked Product has a set price?
	The stand worksheet displays $0.00 if the selected inventory item was not the Parent Product.

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