Event Rentals - Reserve and Purchase

SmithCart > Booking
SmithCart supports configuring products in your store for “Reserve” and “Purchase”,  This is useful for managing events, rentals or any application that allows users to reserve and purchase products. 
 

BuyNow Module Setup

1.  Go to your DNN site and login with an account that has admin permissions
 
2.  Navigate to the page with the “BuyNow” module, and select “Store Settings”:
 
 
 
 
3.  Scroll down to the section titled “Booking, Reservations & Gift Registry” section and expand it.  Select the “Enable Reservations” radio button option as follows:
 
 
 
 
Enable reservations allows users to reserve products before purchasing.
 
 
4.  Click the Save button to save your settings.
 
 

Product Setup

1.  Navigate to the page with the “BuyNow” module, and select “Product” from the admin menu:
 
 
2.  From the manage products page click the "Add Product" button.
 
3.  Enter your product name, price and other required information on the product setup screen.
 
4.  Expand the “Inventory Stock Configuration” section and enter your product quantity on hand and weight as follows:
 
 
 
 
The quantity on hand is the total number of items that are bookable.  For example, if you are selling rooms in a bed and breakfast you would enter the number of rooms available per night.
 
Weight is used for shipping calculations, so just enter zero since bookable products are typically not shipped.
 
 
5.  Expand the “Booking” section and configure the product booking options as follows:
 
 
Enable Booking – Check this box to enable your product as a booking product.
 
Show Date Picker – Check this box to display the date picker button next to the start and end date textboxes on the product details page.
 
Show Time Picker – Check this box to display the date picker button next to the start and end date textboxes on the product details page.
 
Booking Units – Select the booking units for your product.  The following booking units are supported:
  • Hourly
  • Daily
  • Weekly
  • Monthly
  • Event
 
Booking units and quantity on hand control how your inventory is managed and how user purchases decrement inventory days being available (green) or unavailable (red).
 
For example, if you configure:
 
Booking Units = Daily
Qty On Hand = 100
 
Configures the cart to allow up to 100 quantity purchases per day before the day is marked red on the product details calendar.
 
If you are sold out Monday thru Fridays one week in August the calendar would display as follows:
 
 
 
6.  Click the Save button to save your product.
 
 
 

Vendor Module Setup

The next step is to add the Smith Vendor module to a new page.  The vendor module allows you to define, monitor and manage inventory information on products.  Additionally, it allows you to group your products in categories that allow users to quickly find your products to reserve and buy.
 
1.  Add the SmithVendor module to a new page.
 
 
 
 
 
2.  After you add the Smith.Vendor module to a page you will see Vendor Admin menu as follows:
 
 
 
 
 
 
3.  Click the "Vendor Settings" button to load the settings page and then select "Rentals" from the Vendor Type radio button as follows:
 
 
 
 
 
4.  Click the save button to save your settings and return to the vendor admin menu.
 
 

Add a New Vendor

The next step is to add a new vendor.  A vendor can be an event, category or any high level grouping that works for your application.  You can have one vendor for all your products or many, but it is required that you create at least one vendor if you want to use the reservations feature.
 
 
1.  Click the "Manage Events" button as follows:
 
 
 
 
 
2.  After you click the “Manage Events” button you will see the “Event Listing” screen displayed as follows:
 
 
 
 
3.  Click the "Add Vendor" button and enter the required information in the form.
 
4.  Click save when finished.
 
 

Inventory Management

Inventory Management allows you to manage the following inventory levels for each product:
 
  • Quantity On Hand
  • Quantity Purchased
  • Quantity Adjustments
  • Quantity Refunded
  • Quantity Returned
  • Quantity Remaining
 
In order to use the inventory management features you need to assign products to an event.   Please note, it is not requirement to setup inventory management to use the reservation feature in your store.
 
 
1.  To setup inventory management, navigate to the main menu and click the “Manage Inventory” button as follows:
 
 
 
 
 
 
2.  After you click the “Manage Inventory” button, the Manage Product screen will be displayed as follows:
 
 
 
 
 
3.  Click the “Add” button and the following page will be displayed:
 
 
 
 
 
4.  Select the “Event Name” and “Product Name” from the dropdown list and enter the inventory information you wish to save.
 
5.  After you are finished entering the data, click the “Add Product” button to save and associate the product with an event. 
 
 

Field Definitions

 
Event Name – Select the event you want to associate the product with.
 
Product Name – Select the product you want to add and associate to an event.
 
Quantity Limit – Max quantity of the product you want to allow to be reserved and purchased.
 
Quantity Purchased – Calculated field based on aggregate sales in the order detail table:
 
Total Items Sold (minus) Total Items Refunded
 
Quantity Adjustments – Used for the store admin to enter manual adjustments of quantity purchased.  Can be used for purchases completed outside the online store.
 
Quantity Refunded – Used by the store admin to enter manual refunds of products that have been previously purchased.
 
Quantity Returned – Used by the store admin to enter manual returns of products that have been previously purchased.   Quantities entered here will reduce your “Out” quantity and increase the “Quantity On Hand” for the product.
 
Return Date – Enter the date the product was returned.
 
Return Shipper – Enter the name of the shipping carrier that was used to return an item.
 
Return Notes - Multi line notes field that can be associated with Returned Quantities.
 
Adjustment Notes - Multi line notes field that can be associated with Adjusted Quantities.
 
Comments – Multi line comments field can be used for general notes.   Can be used for any purpose the fits your business requirements.
 
 

Product Listing Page - Event Filter

The Event Filter dropdown list on the product listing page allows the user to filter products by event.  To turn on the “Event Filter” dropdown list on the product listing page navigate to the “BuyNow” module settings “Vendor Store Type” section and select the “Show Vendor Search” checkbox as follows:
 
 
 
 
In addition to the event filter, the following items can be used to filter products on the product listing page:
  • Smith Category Menu Module
  • BuyNow Module Search
  • DNN Search
  • Querystring filter parameter
 
The querystring filter feature provides the ability to pass the “VendorID” in the querystring to filter products on the product listing page by event.
 
 
 
 

Reserving a Rental Product

1.  To reserve a rental product, navigate to the product details page for the product you want to reserve as follows:
 
 
 
 
 
 
2. Select the “Start Date” and End Date” you want to reserve the item for and click the “Reserve Item” button.  After you click the reserve item button you will see the message “Reservation Saved Successful” as follows:
 
 
 
 
When a user clicks the “Reserve Item” button on the product detail page and successfully reserves a product the following will happen:
 
  • Item will be assigned to event (if it has not already been assigned to an event)
  • Inventory (quantity on hand) for items reserved will be decremented.
  • Items will be flagged as “Reserved” on the Calendar section on the product details page.  
  • Inventory will become unavailable for other events after they are reserved
 
 
If the product has already been reserved for the event, the message “Product Already Reserved” will be displayed to the user indicating the product has already been reserved.
 
 

Purchasing a Rental Product

Purchasing a rental product will trigger the item to be shipped.  When a rental product is “Purchased” and Shipped the following happens:
 
  • Product in Inventory is shown with an item status of “Out”. 
  • The remainder would be “On Hand” in the calendar section of the product details page.  
 
For example, 10 tables can be shipped on the first day.  Then 5 days later, additional tables can be purchased via PO and shipped.  
 
 
To purchase a rental product that has already been reserved do the following:
 
 
1.  Navigate to the Rental Main Menu (page with Smith Vendor module) and click the “Manage Rentals” button and the following screen is displayed:
 
 
 
 
 
 
After you click the “Manage Rentals” button, the following screen is displayed:
 
 
 
 
 
 
2.  Select the “Event” and “Product” from the filter dropdown to locate the reservation you want to book
 
3.  Check the checkbox next to the reservation you want to book and click the “Book” button.
 
4.  After you click the “Book” button, the product reservation will be added to the cart and the user will be redirected to the cart page to checkout. 

 
All payment methods and gateways in SmithCart are supported for event rental product checkout and purchase.