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How do I Edit Menu Items on a Booking?
Updated over 2 months ago

Related Questions:

  • How to make changes to a Menu Item that already exists on my Booking/Event?

  • Edit an already existing items on an Invoice

  • Make changes to Menu Items on a BEO

  • Revise items associated with my Events

  • Can I batch update Menu Items?

Environment:

Event Temple Web App

Procedure:

Like many things in Event Temple, there is more than one way to edit Menu Items that already exist within a Booking depending on your processes & where you happen to be in the system.

From the Booking Summary

This is the most popular way, as you can manage all Menu Items, regardless of which Event or Invoice they belong to.

  1. Access the Booking that has Menu Items associated with it

  2. Click on the Menu Items Sub-tab on the Booking Summary screen

  3. Find the Menu Item you wish to edit

  4. Click the Pencil/Edit Icon on the left-side of the line item

  5. Make the changes you desire

  6. Click Save

This option is especially helpful if you need to update multiple Menu Items at once. From here, you can batch update:

  • Description

  • Name

  • Quantity

  • Serving Time

  • Price & Tax Included Price

From the Event List on Booking Summary

This option is great if you're working within a specific Event

  1. Access the Booking that has Menu Items associated with it

  2. Scroll to the Events section of the Booking

  3. Find the Event that has the Menu items you wish to edit

  4. Click the dropdown arrow on the right-hand side of the line item

  5. Select Edit form the dropdown

  6. Find the Menu Item you wish to Edit

  7. Click the Edit/Pencil Icon on the left-hand side of the line item

  8. Make the changes you desire

  9. Click Save and Close

From Invoice Edit Screen

This is helpful when working from within an Invoice. Invoiced Menu items are shared with the Booking, meaning any changes made to an item from the Invoice will automatically update on the Booking/Event, and vise versa.

  1. Access the Invoice that has the Menu Item you wish to Edit

  2. Scroll down the Invoice to the Menu Item you wish to edit

  3. Click the Edit/Pencil Icon on the left-hand side of the line item

  4. Make the changes you desire

  5. Click Save


Additional Information

Keep in mind, that some parts of a Menu Item can be edited 'in line' meaning you can simply click on it in order to update it.

Even More, ways to edit Menu Items!

From the Document Edit Screen (though Events)

  1. Open the Document that has Menu Items associated with it

  2. Click on the Linked Events listed in the section at the top of the Document to expand that section

  3. Find the Event that has the Menu Items you wish to Edit

  4. Click the Edit/Pencil Icon on the right-hand side of the Menu Item

  5. Find the Menu Item you wish to Edit

  6. Click the Edit/Pencil Icon on the left-hand side of the line item

  7. Make the changes you desire

  8. Click Save

From the Event List View

  1. Click Events from the left-hand sidebar of Event Temple

  2. Find the Event that has the Menu items you wish to edit

  3. Click the dropdown arrow on the right-hand side of the line item

  4. Select Edit form the dropdown

  5. Find the Menu Item you wish to Edit

  6. Click the Edit/Pencil Icon on the left-hand side of the line item

  7. Make the changes you desire

  8. Click Save and Close

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