Menu Items are a catchall feature for anything that you want to charge a guest for. By using a negative amount, they can also be used to add discounts!
Menu Items can be specific to catering (food & beverage) as well as venue services that you want to charge for such as flower services, AV hire, cleaning, room rental fees, etc.
How Menu Items are used
Menu Items are created & managed under Organization Settings by users with the Admin user role.
Menu Items consist of 3 three different types:
Single Item - an Individual Menu Item, with its own name, description & financial details. Single Items can be used individually, or as part of a Bundle.
Choice Group- a list of options a guest can choose from when deciding on a Menu Item. Choice Groups can be used individually, or as part of a Bundle.
Bundle - a group of Menu Items, these can be Single Items, Choice Group, or a combination of both. A bundle has a name & description. The price equals the combined total price of the Menu Items attached. The financial details are based on the Menu Items attached. Note, Bundles are a deprecated feature which will be phased out.
Once a Menu Item has been created, any user can add it to a Booking, or a specific Event. This allows users to show the information on Documents, such as proposals, contracts & BEO's. Menu Items can also be associated with an Invoice (linked) or a Quote (unlinked).
Menu Items added to Bookings, Events & Invoices are used for reporting purposes, such as revenue & catering reports.
Important Considerations About Menu Items
When a Menu Item is added onto a Booking/Event/Invoice it can be modified for that specific guest and any changes made will not affect the original Menu Item.
Changes made to Menu Items under Organization Settings will only apply to Menu Items added to Bookings/Events/Invoices after the change has been made. Menu Items already used will not be affected.
If you hover your mouse over a Menu item tax, a helpful tooltip will appear to summarize the details of that tax. If a tax does not match one of the taxes currently configured in your Organization Settings, The tax is displayed with a red outline. To update the item to a current Tax, simply remove & re-add the new tax. We recommend checking with your system admin prior to doing this, incase the Item needs to have the outdated tax applied.
Note: The red outline is not present on customer-facing version Documents or Invoices
Additional Information