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EMS Software, LLC

Exporting Pricing Information for a Resource

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

 Concept: You Can Assign Rate Schedules to Specific Rooms and Resources.

After you define your organization’s rate schedules, you have three options for manually assigning the prices to billable items (rooms and resources) based on these schedules:

During the configuration of a room or resource. When you are configuring a room or resource, the configuration dialog box contains a Pricing tab. This tab lists all the rate schedules that are currently configured in your EMS database. You can specify the pricing method for the billable item that you are configuring for each rate schedule. You can also specify a discount percentage for the item, a minimum charge for the item, a maximum charge for the item, or any combination of these options. 

After all necessary rooms and resources are configured. Both the Rooms window and the Resources window contain a Pricing button. You can click Pricing to open an Edit Pricing window. You can use the options on this window to specify the pricing method for the billable items (rooms and resources) for a selected rate schedule. You can also specify a discount percentage for the item, a minimum charge for the item, a maximum charge for the item, or any combination of these options. (See Configuring Rooms and Configuring Resources for a Category)

Where rate schedules are defined. The Rate Schedules window has a Pricing button. After you have defined a rate schedule, you can select a rate schedule in the Rate Schedules window and click Pricing to open an Edit Pricing window. You can use the options on this window to specify the pricing method for every billable item for the rate schedule. You can also specify a discount percentage for the item, a minimum charge for the item, a maximum charge for the item, or any combination of these options. (See Configuring Rate Schedules)

1. On the EMS menu bar, click Configuration > Resources. A list of all the categories that are currently configured in your EMS database and for which you can configure resources opens.

2. Select the category for which you are pricing the resources. The Resources window opens. This window lists all the resources that are currently configured in your EMS database for the selected category and that have a status of Active.

emssg_CoreConfigurationResources_image031.png

3. Optionally, do one or both of the following:

• To view all resources for the category in your EMS database, regardless of status, under Show, click Inactive.

• To filter the displayed resources based on the Resource name, in the Filter field, enter a search string. The search string is not case-sensitive, but your search is limited to the exact order of the characters in the string and it must begin with the information for which you are searching. For example, a search string of Cold returns Cold Boxed Lunches, but not Sandwiches (Cold).

4. Click Pricing. The Edit Pricing window opens.

emssg_CoreConfigurationResources_image030.png

5. On the Rate Schedule dropdown list, select the rate schedule for which you are exporting the pricing information.

6. Do one of the following:

• Leave the Grouping set to the default value of (all), and then click Display to display a list of all active resources and their prices in all the groupings that have been configured for the selected category.

• On the Grouping dropdown list, select a specific grouping, and then click Display to display a list of all active resources and their pricing in the grouping.

7. Click Export. A Save As dialog box opens. The export file is named Pricing.xls by default.

8. Optionally, edit the name of the export file, and then save the file to a location of your choice. An Export Report message opens indicating that the export was successful and asks you if you want to preview the exported file.

9. Do one of the following:

• Click Yes to open the export file in Microsoft Excel. After viewing the file, you can close it to return to the Edit Pricing window.

• Click No to close the message and return to the Edit Pricing window.

10. Repeat Step 5 through Step 9 for each rate schedule and/or grouping for which you are exporting the information.

11. After you have exported all the necessary pricing information for a resource, click Close. The Edit Pricing window closes. The Resources window remains opens.