The Events module helps you manage larger jobs or projects by grouping related sales records under a single Event.

An Event can be used to bring together related Bookings and Invoices, view the items required across those records, access related Purchase Orders, and produce event-level operational documents such as picking slips and delivery documents.

This is particularly useful when a project involves multiple sales records, customers, deliveries, or equipment requirements that need to be managed together.

To enable the Events module:

1. Go to Setup > Preferences > Modules.

2. Enable the Events module.

3. Click Save.

Once enabled, the Events menu will be available for managing Events.

To create an Event:

1. Go to Events > Find Events.

2. Click New Event.

3. Enter a unique Event Name.

4. Enter the event's delivery address, if required.

5. Set the Booked From date and time.

6. Set the Booked To date and time.

7. Add any relevant Comments.

8. Click Save New.

The Event Name, Booked From, and Booked To fields are required, and each Event must have a unique name.

The delivery details can include the Delivery Address, Delivery City, Delivery State, and Postcode. Depending on your HirePOS setup, you can also select from saved locations or use address searching.

Events contain two sets of dates:

• Booked From / Booked To – the planned start and finish dates and times for the Event.

• Started / Finished – the actual start and finish dates and times.

When the Event begins or finishes, you can use the Copy options to copy the corresponding Booked date into the Started or Finished field.

When editing an existing Event, enable Update related Booking/Invoice dates if you want the Event dates to also update the related Bookings and Invoices.

When enabled:

• Event Booked From and Booked To dates are applied to the related sales records.

• Event Started and Finished dates are applied to the corresponding actual hire dates.

• Entering an Event Started date converts related Bookings to Invoices.

This option must be enabled when saving the Event; changing Event dates alone does not automatically update the related records.

Existing sales records can be linked to an Event by opening the relevant sales record, selecting the Event, and saving the record.

Once linked, the Event Details page provides two tabs:

• All Sales – displays sales records linked to the Event.

• All Items – displays the items across the Event's related sales records.

This provides a central view of the sales records and equipment associated with the Event.

After an Event has been created, several event-level options are available:

• Delivery Dockets

• Event Picking Slip

• Event Delivery Instructions

• Sales

• Purchase Orders

Enable Show Components on Reports when you want component items included on applicable Event reports.

These options are useful for coordinating picking, delivery, and other operational requirements across the Event as a whole.

Go to Events > Find Events to search and manage existing Events.

Events are grouped into the following tabs:

• Pending

• In Progress

• Completed

• Cancelled

An Event is considered Cancelled only when all of its related sales records have been cancelled.

You can search for an Event by name and filter the list using Date From, Date To, or the Period options. Available periods include Today, Tomorrow, weekly and monthly periods, financial quarters, financial years, and All time.

An Event can be deleted from Options > Delete Event.

However, an Event cannot be deleted while it is linked to sales records. Remove the Event from all related sales records first, then delete the Event.