The Menu Items Document Element allows you to display and organize food, beverage, and other line items on your Event Temple documents (such as BEOs, proposals, and contracts). This guide covers how to locate the element, add it to your document layout, and configure its settings.
1. Adding the Menu Items Element to Your Layout
Open the Document or Document Template you want to edit.
Locate the Document Editor Side Panel on the right side of your screen.
Locate the Menu Items tile.
Click to add the Menu Items tile to your document.
Note: Once added, new Document Elements will populate at bottom of your document.
2. Opening Element Settings
Once the element is placed in your document:
Hover your mouse cursor over the Menu Items table on your document canvas.
Click the Pencil Icon in the top corner of the element, or double-click directly on the table.
This will open the Menu Item Settings popup editor.
3. Configuring Source Information
The Source determines where the table pulls its items from:
Booking (Default): Pulls all menu items attached across the entire booking.
Events: Pulls items attached to specific event(s). Choosing Events lets you select specific Event IDs (e.g., separating Saturday vs. Sunday BEOs).
Items linked to an Event: Grouped by Event and sorted alphabetically by Event Name, then by creation date.
Items not linked to an Event: Grouped together and sorted strictly by creation date.
Invoice: Pulls menu items directly from an associated invoice.
4. Display Options & Grouping
Customise how menu items and dates are formatted on the client-facing table:
Hide column header row on Menu Items table: Removes top column headers (e.g., Item Name, Description, Quantity).
Sort Menu Items by Serving Time: When enabled, items are sorted chronologically from earliest to latest serving time.
Note on Serving Times: If items span across multiple days, both the date & time will display. If all items fall on the same date, only the time shows.
Use tax-inclusive pricing: Displays applied taxes and service fees directly inside unit prices, line totals, and subtotals.
Grouping Options:
Group Menu Items by Event: Each Event gets its own header, with menu items nested underneath. (Tip: You can add a second "Menu Items" element to the canvas specifically for totals when using this option)
Group menu items by Event Start Date: Items group by date first, with events and items nested under each date header.
5. Bundle Display Styles & Packages
Manage how bundled and packaged line items are presented:
Bundle Display Style:
Individual: Displays bundle items individually without showing the bundle name.
Grouped: Displays the parent bundle line item only, hiding individual items inside.
Cascading: Displays the parent bundle name with nested items indented beneath it.
Packages Settings:
Show Packages: Adds a line item for the package with per-person and total pricing.
Hide packaged item pricing: Hides prices for individual items that belong to a package.
Hide Packaged Items: Completely hides child menu items that belong to a package.
Hide column header row for packages: Removes table headers specifically for package blocks.
6. Revenue Categories & Component Columns
Revenue Filtering
By default, the table shows items from all Revenue Categories and Groups.
To restrict the table to a specific category (e.g., showing only Beverage items), select that group from the list.
Pro Tip: To separate food and beverage into distinct tables on a BEO, add multiple Menu Item Elements to your document canvas and assign a different Revenue Category/Group filter to each one.
Component Columns & Styling
Custom Columns: Check or uncheck boxes to choose which columns appear (e.g., Item Name, Description, Quantity, Price, Subtotals).
Optional Labels: Rename any column header by typing a custom name under Optional Label.
Font Weight: Change Menu Item Names to Bold using the Font Weight drop-down for clearer visibility.
Taxes: To display calculated taxes alongside line items, ensure Line Total is selected.
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