Export Pricing Information for a Resource

You can export  pricing information that you configured for a resource on a per rate schedule basis from the Edit Pricing window. The information is exported to a Microsoft Excel file.

You don't need Microsoft Excel on your EMS client to export the information to the file. You must have Microsoft Excel on your EMS client to view the file. You can also export the pricing information for rooms and billable items after you have configured the information for the room or resource. See also: Export Pricing Information for a Room and Export Pricing Information for Billable Items.

To export pricing information for a resource:

  1. On the EMS menu bar, click ConfigurationResources

    A list of categories configured in your EMS database and for which you can configure resources opens.

  2. Select the category. 

    The Resources window opens. This window lists all of the resources that are currently configured in your EMS database for the selected category with an Active status.

  3. On the Resources window, click Pricing

    The Edit Pricing window opens.

  4. In Rate Schedule, select the rate schedule for which you are exporting the pricing information.
  5. In Grouping, do one of the following:
    • Leave Grouping set to the default value of (all), and then click Display to show a list of active resources in all the groupings that have been configured for the selected category.
    • Select a specific grouping from the field, and then click Display to show a list of all active resources in the grouping.
  6. Click Export

    A Save As dialog opens. The export file is named Pricing.xls by default. You can edit the name of the export file.

  7. Save the file. 

    An Export Report success message opens.

  8. Do one of the following:
    • Click Yes to open the export file in Microsoft Excel.
    • Click No to close the message.
  9. Repeat Step 4 through Step 8 for each rate schedule and/or grouping for which you are exporting the information.
  10. After you export the pricing information for a resource, click Close

 

(missing or bad snippet)