Asset Pull Notes

You can now specify Pull Notes for your Assets in ExhibitDay.

Pull Notes are instructions for pulling an Asset from storage. For example, Pull Notes can include specific instructions for packing the Asset, or, specify the mandatory parts that should be included.

Pull Notes can be specified when editing an Asset (in the [Manage Assets] area).

Inventory Pull Notes

When you generate an Asset Pull Sheet that includes a reservation for an Asset that has Pull Notes specified, the Pull Notes will be included on the Pull Sheet (under the line-item for the Asset).

Asset Pull Notes



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Generating an Asset Pull Sheet

You can now generate a Pull Sheet for your Asset Reservations in ExhibitDay.

To generate a Pull Sheet for your reserved Assets, click the [Generate Pull Sheet] button under the Event [Assets] tab.

Inventory Pull Sheet

Once the Pull Sheet is rendered, it will be downloaded to your browser in .pdf or .docx format (depending on the options you select in the Pull Sheet pop-up dialog).

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Specifying Shipping Logistics Categories for Asset Reservations

You can now specify a Shipping Logistics Category when you reserve an Asset in ExhibitDay.

To specify a Shipping Logistics Category (i.e. “Advance Warehouse” or “Direct Shipment”) for your reservation, use the Advanced Options section of the Asset reservation form.

Shipping Logistics

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Adding Tags to Assets

You can now add tags to Assets in your ExhibitDay Workspace.

Tagging Assets

Tags are keywords or phrases that can be added to your Assets in order to classify and categorize them — however way you see fit. For example, you can tag an Asset with the name of the department/division that the Asset belongs to. Or, you can tag Assets as “Custom-made” or “Perishable” or “Fragile”, etc.

The tags for each asset can be specified when you add a new asset or edit an existing one.

Filtering your Assets by Tag

On the Manage Assets page, you can see all the tags for each Asset. Use the Asset Filter (top-right corner) to filter down your Assets by any number of tags.

Asset Tags Filter

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Exporting Collateral Transactions and Capital Asset Reservations to Spreadsheet

We just released the ability to export your Collateral Transactions and Capital Asset Reservations to spreadsheet format in ExhibitDay.

Exporting Collateral Transactions (.csv format)

To export transactions for a collateral asset, click on the export button under the [Inventory Ledger] tab of the collateral asset. The .csv export file will include all the inventory adjustments and reservations for the collateral.

Export Trade Show Collateral Asset Ledger Transactions

Exporting Capital Asset Reservations (.csv format)

To export all the reservations for a given capital asset, click on the export button under the [Reservations] tab of the capital asset. The .csv export file will include all the reservations for the capital asset.

Export Trade Show Capital Asset Reservations to Spreadsheet

Note: the ability to export data is offered to ExhibitDay workspaces that subscribe to the Premium plan.

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