Editing Menu Items in an Event

1. Select the ‘Event > Full Search’ option from the Navigation Bar.
2. Select the appropriate Event by clicking the ‘Invoice #’ link.

Helpful Hint: To quickly load the previously viewed Event, use the ‘Event > Previously Selected’ option from the Navigation Bar.

3. Click on the appropriate Menu tab.
4. From the custom menu grid, you will see a series of icons to the right of each items. Their actions are as follows(from left to right):

•  The first icon, which looks like a dialogue bubble, allows you to insert a Menu Heading from the Event Menu Tab. The Menu Heading will insert itself directly above the item associated with the icon you clicked.
•  The second icon, which looks like a plus sign, will allow you to insert one menu item. When clicked, a predictive search screen populates for you to find the appropriate menu item.
•  The third icon, which looks like a pencil, will allow you to edit individual menu items. Edit the following options:

4. • Invoice Qty: Update the invoice quantity as applicable.
   • Kitchen Qty: The kitchen quantity may be different than the invoice quantity. By default they start out equal.
   • Show Contact?: If you would like the client to see the individual menu item.
   • Picture on Proposal?: If you would like a photo associated with the menu item to be displayed on the proposal.
   • Ala-Carte?: Ala-Carte items are cost separately on the invoice (in addition to the per serving price). Check the ‘Ala-Carte’ check box. The ‘Price’ field will become visible. The default price you see was setup in the Menu Item module. Edit the price if necessary. Editing the price is for this Event only. After clicking ‘Save’ the first column in the menu grid will change from ‘No’ to ‘Yes’ and highlighted yellow.

Note: This option is available on Per Serving Pricing only.

o    Container: Select a container for the drop-down list. If you would like to add a new container not already in the database, select ‘Add New Container’ from the drop-down list. A box will pop-up that will allow you to enter the container name.’

o    Tax At: For items marked as ala-carte, the ‘Tax At:’ drop-down list defaults to whatever you have setup as a tax rule. Change the value if required, but typically you will not change your rule. Optionally, you may enter a ‘Second Tax@’. Refer to the topic Tax Rules for more information on setting up your business tax rules.

4. • Contact Report Note: A note typed here will appear on the Proposal of Service for this menu item.
   • Internal Report Note: A note typed here will appear on the Event Worksheet for this menu item.
   • Add-Ons: There may be instances where you want to combine two of your Menu Items together without having to create a Menu Item for the combination. One example might be as follows:

Main Menu Item: Chef Salad; Add-On: Bleu cheese dressing

4. • • Click in the ‘Add or Update Add-Ons’ button. The ‘Menu Item Selection’ window appears. Select your Menu Item as you did when building the menu.
     • Click the ‘Currently Selected Add-Ons’ tab to view Add-Ons that have been selected.
     • Click the ‘Back to Menu Item’ button.
   • Click the ‘Save’ button. The new data will be reflected in the grid. Clicking ‘Cancel’ will close the window without applying any of the changes.

•  The forth icon, which looks like an X, will delete the associated menu item or heading from your event.