Activity Products

All services sold through the LS Activity solution must be defined as activity products, where the user can set up pricing, posting related settings, and define how date and time duration is calculated.

The product can be set to print out a label (ticket) or a report when the product is being sold at the POS. This could be rental contracts or admission tickets, for example.

Also, any consumption or additional charges (retail items) can be linked to the product and automatically pulled and attached to the sale (reservation). But most importantly, the user defines what resources are needed when the product is sold (performed), which basically determines the availability of the product for a chosen date and time.

To create an activity product

  1. Navigate LS -Activity - Resources & Products - Activity Products.
  2. Click New on the Home action menu to display the Activity Product Card.

Here is a shortcut to a description of the card's FastTabs and fields:

To see a description of the actions on page's Navigate action menu, click here.

General FastTab

Field Description
No. A unique ID to reference to the product.
Description General description of the product.
Activity Type The activity types the product belongs to and retrieves default settings.
Posting Item The retail item used for posting and, optionally, pricing.
Interval Type The interval settings used for viewing availability. If you leave this field blank, the setting derives from the activity type setup.
Product Type To specify the type of product, control the placement of the product in the Role Center product list, and to assign certain behavior. The options are:
  • Activity: A general activity product, normally appointment related.
  • Course: The product is a course product, which, if sold, is assigned to a common reservation container (that is a participant list).
    This kind of product normally have assigned a single resource to keep track of availability (Course maximum participant number), which then also sets the schedule (starting date) of each course using the date/time capacity settings for the same resource.
    Each course has then a pre-registered reservation at the same date and time, which is the container for the participant list and all related resource reservations that are needed to handle the course.
    This type of product is always sold and added to an existing reservation (course), which acts as the container for the course details and participants.
  • Package: This product consists of multiple activity products and is normally a package of services which can be sold as a single package. Note: Not supported in version 1.0.
  • Component: This product is not sold as an individual product but only exists and is sold as part of a package. Will not be shown on any product lists.
  • Class: This product is a class session. When the user sells this product, through the Role Center or the POS, the system will automatically create a reservation when the first session is sold or booked.
    After the first session has been booked, any additional bookings to the same product, same day and time, will be added to the same reservation to make it easier to keep track and manage the class session.
  • Rental: This product is to charge rental charges and reserve rental units. To be allowed to assign or return rental units, the activity product must be of type Rental. Other settings to prepare a rental product would be same as for any other product which needs to be reserved, that is by setting the resources required.
Status Specifies if the product is a draft, in use, or not supported. Note: If you create a new product, the product will not be added to the product selection until it has the status In use assigned.
Fixed Location Specifies if the product is only available in a single location.
Default Price The unit price of the product (if the value in the Price Method field is Default).
Default View Defines which card should be used to open the Card view on these types of activities, that is the default Activity Card or the Reservation Card.
Availability View Defines how the availability of this item will be displayed. The default is showing availability per product/date/time, but can also be set to detail the view per Human resource or By All Resources as defined by the product resource requirements.

Calculations FastTab

Field Description
Price Method Defines how the price for the product will be determined.
  • Default: The default unit price amount is used.
  • Retail Price (Purchase Date): The price will be retrieved from the retail item assigned, based on the date of purchase.
  • Retail Price (Reservation Date): The price will be retrieved from the retail item assigned, based on the date of reservation.
  • Activity Price (Purchase Time: The price will be retrieved from the special activity price setting, based on the date of purchase.
  • Activity Price (Reservation Time: The price will be retrieved from the special activity price setting, based on the date of reservation.
  • Note : Even if product is using retail pricing, then its still possible to use the activity discount possibilities.
Quantity Conversion  Specify here if the quantity should calculate the duration and set the date or time according to the quantity setting, or if it should be vice versa, that is date/time settings should convert to quantity.
This would be valid for products that are sold in quantities based on the time, that is the number of days, hours, or minutes.
Note: There are two settings for number of days: No. of Days (Overnight) would convert a quantity of 1 day to a reservation spanning from Day 1 to Day 2 (both days included), but the normal No. of Days setting would only set it to a single day (that is the From and To dates).
When you are selling overnight products, it is good practice to use the fixed time settings for default check-in and check-out times. This will also make the availability views realize that the product reserves the resources overnight.
Note: When you use Quantity Conversion, the Quantity field in the activity reservation is always representing the duration of the activity, and pricing also becomes based on the duration unit (that is per. minute, hour, or days).
Price per Person Use this setting, if the number of persons should multiply the unit price for a total amount.
If that is the case, the unit price is multiplied by the number of persons before it is assigned on the POS as a unit price.
Duration  The fixed duration of the activity.
Note: If quantity conversion is assigned on the product, the quantity will always dictate the duration, thus making this setting irrelevant. Duration is only needed and only dictates activity duration if Quantity Conversion is set to None.
Duration Type Duration as minutes, hours, or days.
Note: If quantity conversion is being used, the duration is recalculated based on the quantity assigned on the activity.
For example, a quantity of 2, might be converted to 2 days, thus setting the Date to/Time to accordingly.
Default Quantity  The default quantity used when activity is created.
Late Return Handling Only applicable for rental products. Defines how late rentals should be charged. By default this setting is according to the activity type settings, but can be overwritten by the product settings. See more information about each setting on the activity type.
Late Return Charge Amt Only set if Late Return Handling is set to a fixed amount.

Restrictions FastTab

Field Description
Allow Quantity Change Specifies if the user is allowed to modify the quantity during reservation.
Max/Min Quantity 

The max and min quantity values allowed.
Allow Duration Change Specifies if the user is allowed to manually change Date To/Time To on the activity reservation entry.
Allow Price Change Specifies if the user is allowed to change the price or discounts at the activity reservation entry.

Allow No. of Persons

Specifies if the user can enter any number of persons at the activity reservation entry.

Allow Time Change

Specifies if users are allowed to change the time manually, or if they are required to select the time according to the interval settings for the product.
Participant List Specifies if the product allows the entering of a multiple participant list for detailing the names of each individual in a group. Normally, the Min. and Max No. of Persons setting would also be set on this type of product.
  • Per Activity: The product allows entry of participants according to the No. of Persons assignment on the activity.
  • Per Activity & Day: The product allows entry of participants according to the number of assigned persons, on each day of the duration of the activity. For example, if you have reserved an activity for multiple days, and each day of the reservation might allow different participants.
    Note: To enter the participant list you can drill down from the No. of Persons field on the Reservation lines or the Activity Card. Also, on the No. of Persons Cue you can access this list from the Action menu on the Activity Card. You can enter participants regardless of the status of the activity.
Sell to Same (X Times) Set this value, if there is a limitation on how many times the product can be sold to a client within a certain period.
Sell to Same Period Calc The date period calculation (see the Business Central online help on date calculations). It is automatically assumed that the period is in the past.
Available on Web If the product is available to be reserved through the WEB API. Also used to indicate if it is allowed to reserve without payment.
Security Deposit Specifies if a security deposit amount is added to the sale during payment. The deposit can then be returned using POS commands to specifically return deposits. Most commonly used with rental products.
Cancellation Policy The default cancellation policy to be used for this particular product. Specifies if cancellation charges apply when this product reservation is cancelled.
Time Restrictions Specifies if the product can only be sold within the opening hours of the related activity location.

Point of Sale FastTab

Field Description
Allow Retail Offers Specifies if retail offers should be allowed.
  • Open Calendar
  • Specifies if the date calendar should pop up for selection on the POS when selling the product.
    		•

    Quantity Dialog

    		If the Quantity window should pop up for selection on the POS when selling the product.
  • No. of Persons Dialog 
    		•  If the Number of Persons window should pop up for selection on the POS when selling the product.
  • Open Card at Sale
    		• If the default View card should be opened automatically on the POS after the product has been selected and reserved.

    Report Printing

    		 If the product should start a report printing when the sale is posted.
    • No: No report is printed.
    • Printed per POS Line: A report is triggered for each line when the product is sold.
    • Printed per POS Sale: a report is triggered once for the sale if the product is sold.
      Note: If the same report is triggered multiple times in a sale, the report is only printed once for the sale at the posting time.
    Report ID The object IDd of the report to print, depending on the Report Printing setup.

    Admission FastTab

    Field Description
    Admission Output Type Determines if the system prints a label ticket or a Windows report when tickets are printed.
    Admission Label Lets you select a label template to use for printing tickets (based on template script).

    For each Quantity of the product in the sale, a ticket is issued and printed. Therefore, if you sell a Quantity of 10 for the item, this template would be printed 10 times and 10 admission entries would be created.
    Note: Negative or refund quantities do not issue ticket/admission printing.

    Tickets are printed at the posting of the sale.
    Admission Report ID The object number of the report to be printed, if Report is used as output type.
    Admission No. Series The number series used for assigning a unique barcode ID on each ticket.
    Note:  If no number series is assigned here, the ticket entries are not created but the mechanism is only used for printing a label.
    Expiry Date Calculation The admission entry gets an expiry date which can be checked at the admission control scanning.
    Multiple Admission (Qty) An issued admission (ticket) can provide for multiple admission, for example a session of 10 admissions. Every time the admission control scans the ticket, arrival is tracked and the value of 1 subtracted from the original issued quantity to keep track of the admission balance.
    Extend Membership Used only in combination with the membership products. Used to extend membership time period by this setting, if the client purchases this product and also has membership assigned.

    See Also

    Actions on the Navigate menu