Events Overview

This screen provides information about the events that you have made.

The top half of the screen (known as the form), shows the details for the event that is selected in the table that is in the bottom half of the screen. In the middle of the screen is a filter. By right-clicking in the table, you open a context menu where you can do things with your events. You can activate the events screen using CTRL+SHIFT+0.

The Form

Special things to note about the top half of the page:

The top right contains a table that shows a list of the sales orders contained in the selected event. This table has its own context menu which you can open by right clicking on the table.

This table has the following columns:
- ID - The sales order ID
- Customer - The name of the customer relating to this sales order
- Payment Type - The type of payment that the customer made
- Payment Reference - The reference for this payment, for example a credit / debit card transaction reference or a payment slip reference number for invoice payments
- Paid - The date and time when payment was made
- Value - The total value that the customer paid for this sale
On the left of the form there is combo box for selecting the type of event. If there is no suitable type, then simply enter a new type in the box.
The event host must be a customer. You can create a new customer by clicking on the "new" button. Even if this person/company is not a customer, adding them as one allows you to track their details. Being a host to an event also means it is quite likely that they will become a customer of yours.
The location box in the form can be used to enter details about where the event is being held. This can be useful if you are taking an event booking and need to make a note of where it is.

The Form Context Menu

Right clicking on the table at the upper right of the screen gives you a menu for performing actions on sales order items:

Show Sales Order - Activates the sales screen and selects the sales order that relates to this row.
Add another Sales Order to this Event - Opens the Sales Wizard and preselects the selected event so that you only need to add a customer before adding items to the cart.
Mark as Paid - Sets the payment date of the sales order to now. You can alternatively enter or adjust the date by first showing the sales order and then making the change in the sales order the form. This option is only active if the sales order has not been paid.

The Filter

In the middle of the screen is a filter. You can type search text there and it will limit what is shown in the table below. Click on the

icon for more information. The number in brackets, in the header cell of the ID column of the table indicates how many rows match the given filter. If the filter is empty, then this number is the total number of events that you have. If the cursor is in the filter, you can use the down arrow to move focus into the table.

The Table

The table in the bottom half of the screen has the following columns:

ID - The Event ID, as generated by BookStore
Type - The type of event that it is, for example a party, an exhibition, or a sales channel like internet, shop, market.
Host - The customer hosting the event. Even if the organiser does not purchase anything from you, you can still manage their details as though they were a customer.
When - The date of the event. If the event takes place over several days, then it is suggested you use a convention like the start date or the end date. Enter more details about the period in the event form.
Total - Total sales at the event. Sales revenue. The sum of all sales orders for that event.

You can sort rows in the table by clicking on the header cell of the column you wish to sort by, for example to sort by "Value", click on the column header in the table. To reverse sort, click the header again.

Selecting an event in the table shows you its details in the form.

The Context Menu

Right clicking on the table in the lower half of the screen gives you a menu:

New... - Opens the New Event Dialog allowing you to create a new event.
Add another Sales Order to this Event - Opens the Sales Wizard and preselects the selected event so that you only need to add a customer before adding items to the cart.