Detailed Rental Event List
Action: RP_RENTEVNT
This report provides a detailed list of Events and Single Orders during the specified time period selection. Selection date ranges may be: Rental Registered (the date the first order was created for the event) OR Order Pickup OR Rental Event Created Date ranges grouped by Sales Associate ID The report considers the Rental Created date located on Event Registration form and the Single order created date when choosing Rental Event Created dates. When choosing Pickup Dates the reports looks at the pickup date entered on the event and for single orders the pickup date located on the order itself. For the rental event to be listed on the report the event must contain at LEAST one member with a rental order for the event.
With the multi-store option, the orders are counted for the based upon the order's pickup account and if that account was included in the report selection criteria.. Frequently a store creates an event with orders being picked up at other locations.
In this situation the event is counted for the store that created it, but the orders are counted for the store where they will be picked up.
This is a great report to see new booking activity by registration created dates and upcoming workload requirements when ran by order pickup dates.
Many shops may elect to pay spiffs/commissions for event registrations based upon the Event Registered date. Once the first order is created for the event this date will be set to the created date and will not change, even when the original order is canceled or deleted.
The Expected Revenue column of the report is the forecasted revenue based upon member order registrations (found usually in wedding parties where members are pre-registered). Does NOT include created orders revenue (these are found in booked rev. column).
The Booked Revenue column of the report is all created order's net value found on it's ticket.
Criteria
Pickup Date between... This is the pickup date entered on the event or for single orders the pickup date located on the order itself. A minimum of one order must be created for the event for the event registration to be listed.
Rental Event Created... This is the rental registered date located on Event Registration form and the Single order created date. A minimum of one order must be created for the event for the event registration to be listed.
Rental Registered... This is the date the first rental order is created for any member of the event. A minimum of one order must be created for the event for the event registration to be listed. Single Rental Orders are also listed in the report with a included created date.
Event SA...Limit to events where the event SA match this SA.
BM SA...Limit to events where the BM SA on the event matches this SA.
Rental SA...Limit to events where the Rental SA on the event matches this SA.
Limit to events from... Optional Multi-store feature. Select the store/accounts to include events & orders for within the report. Leave blank for all.
Note for Multi-store
Store Scenarios * Field is blank to include all Stores: All events and all orders appear on report * Some stores are selected: Event must be created at one of selected stores, pre-registered (orders not created yet) member/revenue forecast will count for store creating the event, created order counts and revenue for the event (if on the report) will only appear if the pickup store/account appear in the selected store list. Group by, Sales Associate or Event Type... The report may be grouped and totaled by selected Sales Associate type (Event, BM or Rental) or Event Type. The Event registration card contains three Sales Associate (SA) fields. Event SA (who created the event - in bridal stores this is usually the SA who sold the wedding gown), Bridesmaid (BM) sales associate (SA responsible for bridesmaid members) and Rental SA ( SA responsible for rental members). Orders are grouped by the Event SA if the Rental SA & BM SA are empty (blank).
Summary report only? (checkbox)... Checked the report prints only the totals for each grouping.