Resource Types

• Adding New Resource Types
• Availability Modes
• Applicable Resource Class
• Applicable Towards

Overview

Resource Types are the key building blocks for how Flex classifies resources. "Resources" include everything from Inventory and Contacts, to Maintenance and Business Locations.

There are four primary Resource Classes: Contacts, Inventory, Location, and Maintenance. Each has its use, and a Resource Type should not be set to an inappropriate Resource Class.

Adding New Resource Types

1. On the  System Settings menu, click Resource Types.
2. Click the  New Resource Type icon located in the footer on the right side.
3. Enter the new Resource Type information.
   • Name: The name of the Resource Type.
   • Name Plural: The plural form of the Resource Type's name.
   • Availability Mode: Determines how the Resource Type will be factored into availability calculations. See Availability Modes for details.
   • Applicable Resource Class: Narrows the use of a Resource Type to one particular Resource Class. See Applicable Resource Class for details.
   • Applicable Towards: This setting is only available after creating an "Inventory" Resource Type with an Availability Mode of Incoming Asset or Temporary Asset. See Applicable Towards for details.
   • Expendable Type: This is a Yes/No setting. Only one Resource Type may be set to Yes. The default "expendable type" is Expendable.
   • Employee Type: This is a Yes/No setting. Only one Resource Type may be set to Yes. The default "employee type" is Employee.
   • Number Caption: A caption to display for numbered resources of this type (i.e., Customer Number).
   • Numbering Scheme: Numbering scheme to use for assigning a number to resources of this type. For Inventory Units, this will override Inventory > Inventory Settings > Numbering Scheme.
   • Enable Venue Extensions: Enables a special extension for handling Venue type Contacts.

To edit Resource Types, double click the line within the grid or select the  Options menu for the Resource Type and choose "Edit"

Availability Modes

Determines how the Resource Type will be factored into availability calculations.

Permanent Asset: for Resource Types that don't typically leave service. Examples include your main Rental Inventory, Clients, Vendors, Venues, and Warehouses.

Temporary Asset: for Resource Types that are in your service temporarily, specifically as it relates to inventory usage and temporarily increasing your on-hand quantities. An example of this is Subrental items.

Outgoing Asset: This field is only used in Enterprise systems, this will not be applicable to you. 

Incoming Asset: This field is only used in Enterprise systems, this will not be applicable to you.

Labor or Staffing: This field is only used in Enterprise systems, this will not be applicable to you.

Applicable Resource Class

Narrows the use of a Resource Type to one particular Resource Class.

Contacts: only Contacts can use be designated with the Resource Type.

Inventory: only Inventory can use be designated with the Resource Type.

Locations: only Locations can use be designated with the Resource Type.

Maintenance: only Maintenance can use be designated with the Resource Type.

Services: only Services can use be designated with the Resource Type.

Applicable Towards

This is only applicable in Enterprise systems. For Incoming or Temporary Assets, this setting determines where the quantity is applied in the availability engine. If an Incoming type, it also determines the Stock Type during receiving.

This setting is only available after creating an Inventory Resource Type with an Availability Mode of Temporary Asset or Incoming Asset.