Setup recurring purchase lines for events

Event Management for Drink-IT  •  Article  •  1/29/2024  • 

Streamlining your event management becomes more convenient when you implement Event Specific Recurring Purchase Codes. These codes are designed to simplify the process of organizing events with regular frequencies, such as yearly or monthly during the summer season. By utilizing these codes, you can ensure that the products and loaned items shipped for each event remain consistent across every occurrence, making your overall event coordination more efficient.

  1. Select the Search icon , enter Vendors, and then choose the related link.
  2. Select the Vendor you want to specify Event Specific Recurring Purchase Lines for.
  3. On the Vendor Card page, on the action bar, select Related > Purchases > Recurring Purchase Lines.
  4. On the Recurring Sales Lines page, select the Event Specific Code.
  5. On the Event Purchase Specific Code page, fill in a code for the customers event, like SUMMER in the Standard Code field and a description, like Summer Event in the Standard Purchase Code Description field.
  6. Select OK to create the Event Specific Recurring Sales Line.
  7. On the Recurring Purchase Lines page, on the action bar select Card to open the Standard Purchase Lines Card page.
    The Standard Purchase Code Card page opens.
  8. On the Standard Purchase Code Card page, select items, or other types, and fill in fields as necessary. Hover over field to read the tooltip.