Manage Item Type

Events>Financials>Settings>Item Types

Global Settings>Financial Management>Item Types

Item types are used in the financial module to group like items together for tracking/pacing, and reporting. Additionally there are specific item types that are used on the floor plan during Assignments, Cancellations, and Downgrades. Item types are global information and are available to be used for any event with the financial module. Any changes made here will affect financials for all events.

Item List

1. Item ID – The unique identifier for this item type in global admin.
2. Item Type – The name for this item type that will show up in financial set up and report drop downs.
3. Item Type Priority – The order in which the system should apply payments.  When payments are disbursed automatically, Item Types of a higher priority will be paid before item type of lower priority up to the current Payment Schedule percentage.  If Item Type Priority is set to 0, this item will not be invoiced.
4. Ignore Schedule – When checked orders that are associated with items of this item type will ignore the payment schedule. When the payment schedule is ignored these items are considered due immediately at 100%.
5. Is Taxable – When checked every company who has orders associated with this item type will have tax assessed based on total of the order. Taxes are controlled by item type 'Tax,' and can be added in financial set up. If no tax item is set up for an event, no taxes will be assessed.
6. Delete – Clicking delete will allow the user to remove this item type from global admin. Note – If an item type has been associated with an item in financial set up it cannot be deleted.

The following Item Types have specific pre-programmed functionality, and should not be deleted or renamed:

• Booth Space
• Booth Personnel Badge
• Booth Cancellation
• Premium
• Downgrade Fee
• Tax
• Partnership
• Credit Card Processing Fee (where available).

Add Item Type

Additional item types can be added to global admin if needed. To add a new item type, use the add item type form.

1. Item Type – Required. The name for this item type that will show up in financial set up and report drop downs.
2. Item Type Priority – The order in which global admin should apply payments.  Note: make this a number greater than zero.
3. Ignore Schedule – When checked orders that are associated with items of this item type will ignore the payment schedule. When the payment schedule is ignored these items are considered due immediately at 100%.
4. Is Taxable – When checked every company who has orders associated with this item type will have tax assessed based on total of the order. Taxes are controlled by item type 'Tax,' and can be added in financial set up. If no tax item is set up for an event, no taxes will be assessed.

When a new Item Type is added, the date, time and user who added it is logged.  The date, time and operator of the most recent change is logged as well.