To open Meeting+ in the AskCody Manager, log on to manager.onaskcody.com (manager.goaskcody.com for the US) and choose AskCody Meeting+ in the top left corner. Here you can create/edit deliveries, items, categories, cost centers and cost center groups. You will also be able to see a detailed list of upcoming, current, and past deliveries and control which users and rooms are connected to Meeting+. All lists in the Meeting+ manager can be exported as a print or a CSV file.
The Deliveries tab consists of detailed lists allowing you to get a quick and extended overview of:
You are also able to search for specific deliveries.
To create a new ad hoc delivery directly from the Meeting+ Manager, simply click New delivery, type the relevant order information in the delivery form and finish by clicking Save delivery.
If you want to edit or delete an existing delivery, click Edit next to the delivery in question.
In the Rooms tab, you are able to see which rooms have deliveries scheduled for today and tomorrow. This will give an insight into which rooms are the most active and what of kind items users usually order for each room.
You are also able to search for specific rooms with deliveries.
The Items tab provides you with an overview of all the items that are currently available, as well as lists showing which items have been ordered.
To create a new item, click New item, type in the relevant information regarding the item and click Create item. Items can be anything you would like, from single items to package deals or larger arrangments.
By clicking Search items for delivery you can select a custom time span (e.g., a week or a month) and see the total amount of items that are included in the deliveries for the time span.
Preparation time determines the minimum time from order to delivery. This will prevent users from ordering an item to close to the delivery time. However, the organizational deadline for ordering must also be kept.
To enable the preparations time feature go to the Settings tab and check the box named Enable preparation time on items. Now you can set the preparation time for each item in the edit item page.
To edit or delete an existing item, click Edit next to the item in question.
The Categories tab provides you with a simple overview of all the categories and the items within each category. A category makes organizing items extremely easy and gives you the option of simplifying the ordering process even more. Many AskCody users create specific categories for each type of meeting so that there are coffee and snacks for sales meetings and lunch for extended internal meetings.
To create a new category, click New category, type in the relevant information, what items should be related to this category and click Create category.
To edit or delete an existing category, click Edit next to the category in question.
A Meeting+ cost center is an easy way for you to organize and keep track of delivery and catering expenses from different departments, groups or people within your organization.
To manage cost centers, click the Economy tab and select Cost centers in the menu at the top of the screen.
This is a list showing the name, identification, and description of your current cost centers. The identification can be anything and is meant to help differentiate between cost centers in the accounting process.
To create a cost center, click the New cost center button. Then just add the identification and name.
The identification is/should be defined by the organization and is only used to differentiate between the different cost centers in billing situations. A description is optional.
The two most common scenarios for using cost centers
1. All cost centers are available to all users
This way of using cost centers are for organizations with a fairly limited amount of cost centers. This way of using cost centers usually revolves around the users being instructed to use the cost center that is associated with that user's department or group. This is the scenario shown above.
2. Cost centers are divided into groups. The different cost center groups are only visible to different predetermined users.
This way of using cost centers are for organizations with a larger amount of cost centers. By dividing cost centers into groups, they are to scroll through when using the add-in. However when a cost center is allocated to a group, then it will only be accessible to the users appointed to that specific group. Users are appointed to a group through an AD synchronization.
To create or edit a cost center group, choose Cost center groups in the Economy tab.
To create a new cost center group, click New cost center group and fill out the fields with the required information. The code is/should be defined by the organization and is only used to differentiate between the different cost center groups in billing situations.
To edit a cost center group, click Edit next to the cost center group you wish to edit.