This article provides a step-by-step guide on how to setup a Functions and Events product in Kounta.
Apply the appropriate tag for each product in Kounta. This enables the product to be loaded in the DotGolf Functions and events system.
- For venue hire, use functions-product:VENUE_HIRE.
- For catering products, use functions-product:CATERING.
- For equipment/extras, use functions-product:EXTRA.
The following sections below describes how each product can be setup.
Venue Hire
1. Setup venue hire products with a tag "functions-product:VENUE_HIRE".
Example: Lounge Hire
The venue hire "Lounge Hire" product will now appear in the DotGolf Functions Booking page.
Catering
1. Setup catering products with a tag "functions-product:CATERING"
Example: Conference Package
2. To specify the unit of cost for a product, use one of the following supported tags:
- functions-product-unit:EACH - Each
- functions-product-unit:PER_PERSON - Per Person
- functions-product-unit:PER_SERVING - Per Serving
Catering products with menu items
3. For products that has menu items linked to it, setup an Option Set and linked that to a catering product.
- Create an Option Set
- Set the name of the Option Set and add the menu items for that option set.
- Each item in the option set will also be created as a product in Kounta but as a product modifier.
- You can now linked that Option set to your catering products.
- To linked an option set to a product, go to Products Settings.
- Click on Option Sets tab.
- Click on Link To Products. The page will display all the products configured in Kounta.
- You can filter to show only those Functions products by typing in "functions" in the search box located at the right hand side.
- Link the option set to the appropriate product. Find a product that you want to link to an option set under the "Linked Options Sets" column. (e.g. Conference Menu)
- Kounta automatically saves the change after you selected an option set.
The catering product "Conference Package" product will now appear in the DotGolf Functions Booking page.
Equipment/Extras
1. Setup equipment/extras products with a tag "functions-product:EXTRA".
Then specify the unit tag as functions-product-unit:EACH - Each
Custom Items
DotGolf Functions and events system allows users to add items that are not yet configured in Kounta. Before adding a custom item to a function a Miscellaneous product must be setup first in Kounta with a tag "functions-product:MISCELLANEOUS".
Example: Functions Custom Item
Custom items added to a functions event will be mapped to this product when you decide to bill the functions customer by sending a xero invoice from DotGolf..
Note:
If you find that you are frequently adding the same custom item when setting up a function, it is recommended that you set this item as a proper product in Kounta so you would be able to search this instead.
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