Getting Started Guide: Add Menu Items

Getting Started Guide

Menu Items 

Add Event Menu Items


  •  Click the Menu Items | Add New menu Item option from the main toolbar.
  • Enter the name of the menu item in the Name field.
  • Select an appropriate category from the Item Category dropdown list.
    • Use the Quick Add New Category button to add any new categories to the list.
    • Note: This list is fully customizable later to match your business requirements.
  • Optionally enter a Description of the menu item.
    • Be as detailed as possible.
    • This is what your Contact will see on the Proposal of Service report.
  • If this menu item will ever be sold itemized/ala-carte then enter a Sale Price per unit, otherwise leave the value $0.00.
  • Click the Save button.
  • Repeat the above steps for all the menu items required for the event.
    • Do not add any additional cost items such as rentals, delivery, staff, etc. in this section of the application.
      • They will get added in a later step.

To search for existing menu items, use the Menu Items | Full Search option on the main toolbar. 

Updated on October 23, 2025

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