Setting up event management

To begin using Aptean Beverage Event Management, you need to complete certain setup tasks.

The table below outlines a series of tasks, each with corresponding links to detailed topics.

To	See
Set up permission sets	Manage permission sets
Define general business rules for your events.	Event management setup
Define specific customer setup in order to create Creating Periodic Invoices and/or Credit Memos.	Customer Specific setup
Define recurring sales lines for an event.	Setup recurring sales lines for events
Define recurring purchase lines for an event.	Setup recurring purchase codes for events
Register loan in use items (Drink-IT Foundation)	Setup loan in use items (Drink-IT Foundation)
Use event reason code (Drink-IT Foundation).	Setup reason codes for event (Drink-IT Foundation)
Set up Logistics Statuses for Events	Setting up Logistics Statuses for Events