Addendums for Items
Hi,
an Empire Systems customer asked in a demo how addendums related to items can be handled.
Use case: the event has a signed contract for bookings and items. Then more items will be added later (e.g. an additional coffee break or AV item) and existing items updated. The customer wants to confirm those changes to the client without touching the actual contract.
Is it correct that Elite Addendums are only for changes to bookings (spaces added, removed) but not for items?
What is the suggested best-practices workflow in Elite to confirm booking AND item updates to a customer after the initial contract has been signed? Is it a custom Event Summary report?
Thanks, Stefanie
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Dylan Harris, do you have any ideas on this?
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For the item updates, if the event is over: our best practice is to add or update those items to detailing as you normally would. In the notes you can mark the original quantity and what it has been updated to, noting the person's name/date etc if needed. Then mark the event as final to lock down the charges. Create the final invoice and bring in any changes. If there was a change order signed on site, that can be uploaded as a document.
If the event has not happened yet, the venue can create a client facing event order. that will show all of the item charges and it can also have signature lines if they want them to sign off on it. We can add terms and conditions verbiage to this document if needed.
The addendum document is designed to reflect changes to the rental.
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