Stand Worksheet
The Stand Worksheet pulls data from Xenial Cloud Portal, Data Management, and Venues Inventory. This data includes, but is not limited to Event, Site, Recipe, and Inventory information.
To use the stand worksheet, it is necessary to first enable the service and then set permissions.
Enable Stand Worksheet
+ + + + + +
To enable Stand Worksheet functions for the site(s):
Navigate to Data Management.
From the menu on the left, select the following: + + .
From the Preferences menu, select Edit Site Preferences.
From the Site Selector menu, select the site(s).
From the Site Preferences menu, select Back Office to expand the menu.
From the Back Office menu, select Inventory to expand the menu.
From the Inventory menu, select the checkbox for Stand Worksheet.
From the upper-right of the Site Preferences menu, select Apply.
Stand Worksheet Permissions
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To limited Stand Worksheet access, select individual permissions.
Permission | Description |
---|---|
Stand Worksheet | Provides access to all available Stand Worksheet permissions |
Add | Create stand worksheets |
View | View stand worksheets |
Manage | Manage stand worksheets |
Begin Count | View Begin Count column |
Expected QTY | View the Expected Quantity column |
Adjustment | View the Adjustment column |
For information on Roles and assigning Permissions, see Roles and Define Role Permissions..
Approve or Edit a Stand Worksheet
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To Approve or edit a stand worksheet:
Navigate to Venues Inventory.
From the menu on the left, select Stand Worksheet.
From the upper-right of the Stand Worksheet area, choose Select Event.
From the Event Selector, select the event.
From the lower-right of the Event Selector, choose Select Event(s).
From the Stand Worksheet area, select the desired site to view the Stand Worksheet Details page.
Make necessary changes.
From the upper-right of the Stand Worksheet Details page, select Accept.
Alternatively, select Save if future edits are necessary.
From the lower-right of the Confirmation, select Yes.
Print Opening Sheets
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To print an opening worksheet:
Navigate to Venues Inventory.
From the menu on the left, select Stand Worksheet.
From the upper-right of the Stand Worksheet area, select Print Opening Sheets.
From the Print Opening Sheets popup, use the Event dropdown to select the event.
From the lower right of the Print Opening Sheets popup, select Print.
Create New Stand Worksheet
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To create a new stand worksheet:
Navigate to Venues Inventory.
From the menu on the left, select Stand Worksheet.
From the upper-right of the Stand Worksheet area, select New Stand Worksheet.
From the Site Selector popup, select the site.
From the lower right of the Site Selector popup, select Create.
Things to Know
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When a site processes a sale transaction after closing a stand worksheet, but prior to the start time of the sales for an event, the transaction appears on the stand worksheet in the Post Closure Sales field—if this post closure sale contains a discount, it is reflected in the Post Closure Discounts field.