Accepting and Assigning vendors and exhibitors booths is a tightly integrated process. Below we review the process from start to finish.
In order to help market managers who would like to assign vendors to particular event days before they are ready to commit to actual stall assignments Farmspread supports vendor staging. This feature is essentially a way to keep per-day lists of vendors that are tagged as attending for the day but not yet assigned a stall. Vendor staging is very nicely integrated into your vendor acceptance and scheduling process as follows:
First, go to Vendors in your side navbar and click the "Review" or ">" buttions as seen below:
Next, Choose the season you would like to stage the vendor for. In the example below we only have one season listed, the "2019 Season". Click on the ">" button to the right, next to the Scheduler button.
From there you will be taken to the Vendor's Season Application view. In this case, since the vendor has not been assigned any stalls the status is set to "pending". If you scroll down on this page you will see a list of all avabile days for the season. Under the Space column header you will see a list that includes the status for the vendor for each day with a "+" toggle. ( [+] Not Attending )
If we tooks a look at Scheduler for the vendor in that season you would notive they are not scheduled for any day and that the small status cell under each date is blank.
Going back to the Vendor Season Application, by simply clicking on one of the [+] Not attending toggles the list will update to [x] Pending assignment. This means that for each one you check, the vendor will be placed in the staging list for that day.
Going back into Scheduler and selecting the vendor (in this example Star Gate Ranch) will now show Pending in each of the staged season days.
If you unselect a vendor from the vendor dropdown the view will change to show the per day status of all vendors which additional information in the per-day status cell. In the example below, for Sept. 1 you will see that there is one pending vendor for that day and a total count of free stalls (40 free).
Clicking on the orange 1 pending bubble will present you with the list of vendors awaiting stall assignments for the day. In this case it was only 1 pending so the list only contains the one vendor (Star Gate Ranch). Each vendor in the list will have a green Select link next to it. Clicking on the link will automatically select that vendor in Scheduler so you can edit and make the necessary day stall assignments.
Once each vendor in the staging list is assigned their status is updated and they are removed from the list. As you can see below, since Star Gate Ranch was assigned to Stall #3 on Sept. 1st they are no longer on the pending list and the orange pending bubble is no longer shown.