Use this function to hold a Booth for a Company. Reserved booths are shown in Green.
Next Gen Floorplan - Without Financials
Next Gen Floorplan - With Financials
Classic Floorplan - Without Financials
Classic Floorplan - With Financials
Next Gen Floorplan
Without Financials
You can hold space without attaching an order.
1. Select Reserve from the Assignments Menu
2. Click on the available booth to select it, or type the booth number into the text box and click enter to select it.
3. Type the first few letters of the company name into the search box and select the correct company from the drop down list.
4. Click Submit to reserve the Company to the Booth.
5. You will recieve the green success alert to confirm the booth has been reserved
With Financials
1. Select Reserve from the Assignments Menu
2. Click on the available booth to select it, or type the booth number into the text box and click enter to select it.
3. Type the first few letters of the company name into the search box and select the correct company from the drop down list.
4. Associate the right booth space rate by either:
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Checking the Use Existing box, and then selecting the Existing order from the drop down.
Note - if the booth you are assigning should not be associated with any of the existing orders for this company, uncheck the 'Use Existing' check box and proceed to use the new order drop down as described below. - Selecting a new order from the New Order drop down box
Note: You can override the price per square foot [or square meter] in the Price Override box, by entering a new price per square foot [or square meter]
5. As applicable, select a Premium from the Premium Order drop down box. 
Note: You can override the price of the premium order by typing in the new cost into the Premium Override box
6. For times when the salesperson is someone other than the person entering the order, you can select the appropriate Salesperson from the dropdown.
7. Click Submit to reserve the Company to the Booth.
8. You will recieve the green success alert to confirm the booth has been reserved.
Classic Floorplan
Without Financials
Step 1- Select Reserve
Step 2 - Click on the available booth to select it.
Step 3 - Type the first few letters of the company’s name into the search box and click the search button, then select the correct company from the drop down list.
Step 4 - Click submit to reserve the Booth for the Company.
Video Tutorial
With Financials
Reserve without creating an order
Step 1- Select Reserve
Step 2 - Click on the available booth to select it.
Step 3 - Type the first few letters of the company’s name into the search box and click the search button, then select the correct company from the drop down list.
Step 4 - Click submit to reserve the Booth for the Company.
Reserve with an Existing Order
Step 1 - Select Reserve
Step 2 - Click on the available booth to select it.
Step 3 - Type the first few letters of the company’s name into the search box and click the search button, then select the correct company from the drop down list.
Step 4 – Select the correct Existing Order from the dropdown
Step 5 – Select a Premium from the dropdown if applicable.
Step 6 – Click submit to reserve the Booth for the Company.
Reserve, create a New Order
Step 1 - Select Reserve
Step 2 - Click on the available booth to select it.
Step 3 - Type the first few letters of the company’s name into the search box and click the search button, then select the correct company from the drop down list.
Step 4 – Select the correct Booth Space Order Item from the drop down.
Step 5 – Select a Premium from the dropdown if applicable.
Step 6 – Click submit to reserve the Booth for the Company.