When managing bookings in Event Temple, it’s crucial to ensure that all items are properly linked to their respective events. Luckily, Event Temple offers two methods to identify items that are not linked to events: by inspecting individual bookings through the "Line items" tab or by generating a report using the "Line Item List (events)" feature. Below is a detailed guide on each method to help you streamline this process.
Method 1: Checking Within Individual Bookings (Using the 'Line items' Tab)
Open the relevant booking in Event Temple.
Navigate to the Line items tab within the booking.
Review the list of items in the tab. This displays all items for the booking, whether or not they are part of a package.
Identify Unlinked Items: - Items linked to packages will show a specific icon. - Items not linked to any event or package will not have this icon.
This method works well if you need to verify items for a specific booking. However, it becomes time-consuming if you need to assess multiple bookings.
Method 2: Generating an Overview Report (Using the 'Line Item List (events)')
For a broader, more efficient analysis, you can leverage the Line Item List (events) report to identify unlinked items across multiple bookings. Here’s how:
Access the Line Item List (events) report in the Reports section.
Customize the report by adding relevant columns: - Add a column for Menu Items. - Add a column for Package.
Review the report: - Items linked to packages will have the corresponding package name listed under the Package column. - Items not linked to any package will leave the Package column blank.
This method is especially useful if you want to analyze all bookings at once and get a comprehensive overview of unlinked items.
Tips for Efficient Usage
Use Method 1 ("Line items" tab) for quick ad-hoc checks on specific bookings.
Use Method 2 ("Line Item List" report) for a broader overview to save time and ensure accuracy across multiple bookings.
Regularly audit your bookings using the report feature to maintain organized and fully linked bookings.
By following these methods, you can efficiently identify unlinked items in Event Temple, keeping your bookings optimized and avoiding potential errors.