Add a resource to an order on Yoplanning.pro

Introduction

On Yoplanning.pro, it's possible to add resources directly to an order without linking them to a participant. This feature is ideal for items that aren't essential to the main activity, such as additional sales. For example, purchasing a t-shirt from a shop associated with a surfing activity can be added to the order without impacting participation in the activity.

This method helps to enrich the customer experience by facilitating the management of additional sales.

Steps to add a resource to an order

1. Open the relevant order

   • Access the command list from the left menu.

   • Search and select the desired command.

   • Click on "View" to view details.

2. Sell a resource

   • Once the order window is open, click on the "Sell a resource" button.

3. Select and configure the resource

   • Search and select the desired resource.

   • Indicate the quantity and adjust the price if necessary.

   • Click on "Sell" to finalize the addition.

Tips for use and best practices

• Differentiate resources: Use this method only for sales not directly related to the main activity.

• Sales Tracking: Regularly analyze additional sales to adapt your offering.

Common Problems and Solutions

• Problem: Resource not available Solution: Make sure the resource is correctly configured in the "Resources" section of Yoplanning.

• Issue: Error while selling Solution: Check the access rights to modify orders and ensure that the resource details are correctly filled in.

Conclusion

Adding a resource to an order on Yoplanning.pro allows you to efficiently manage additional sales without impacting your core business. By following these steps and applying best practices, you can optimize your additional sales management while providing an enhanced customer experience.