Getting Started Guide

Adding Misc Items 

Miscellaneous Costs are charges to the Contact that do not fall under the listing of Menu Item, Beverage, Rental, or Staffing.

Example: Items such as delivery fees, DJ, florals, etc.

• Select the Misc. | Add New Misc. Item option from the main toolbar.

• Enter the Item Name
• Select a Classification from the drop-down list.
• Select a Category from the drop-down list.
  • Note: This list is fully customizable later to match your business requirements.
• You may enter an optional Description for your Miscellaneous item.
• Enter the Cost Per [Each], which is your internal cost.
• Enter the Sale Price which is the price if you were to sell the item to your client.
• Select a Type from the dropdown list.
  • Miscellaneous Costs are divided into four sale categories:
    • Each
    • Flat Rate
    • Per Hour
    • Per Person
• Apply the appropriate tax, service charge, and gratuity rules for this item.
• Leave the default Effective Date.
  • Be sure this date is always sometime in the PAST to accommodate any earlier bookings you may want to enter.
• Optionally, you may enter Vendor and [Each] in Stock information, similar to the adding an inventory item in step 5.
• Click the Save button.
• Repeat to add any other Miscellaneous items required for the event.

To search for existing miscellaneous items, use the Misc. | Full Search option on the main toolbar.