As businesses change, updates will often be made when it comes to Menu Items, Bookings, Document Templates and more. Within Event Temple it's best practice to Archive or Delete unneeded components.
Archiving Bookings specifically, such as lost or past Bookings allows you to use filters to hide them from day to day viewing.
Deleting is a permanent action and cannot be undone so we recommend to use this very carefully!
How to Archive & Delete
A large range of things can be archived & deleted in Event Temple, this includes, but is not limited to: Bookings, Menu Items, Document Templates & Taxes.
Menu items, for instance, while being part of this range, have specific features and behaviors worth noting, such as their synchronization between bookings and invoices, which saves time and ensures consistency.
Archiving
Keep an eye out for the Archive option when viewing items within Event Temple.
One example is located under the Actions button from the Booking Summary screen.
How to tell if something is Archived
Archived Items will have a box symbol next to it
Viewing / Hiding Archived Items
Users have the ability to add filters to show/hide Archived Items or use a checkbox to show/hide Archived Items.
Deleting
Select the trash can icon to delete items one by one. A pop up will appear to confirm the deletion.
Use the Delete option under the Actions Menu. A pop up will appear to confirm the deletion.
Batch Action Archiving & Deleting
Within some areas, there is the ability to select multiple items using a checkbox. In the example below, multiple Bookings have been selected from the Bookings List, users can then choose to batch Archive, Unarchive or Delete the selected items.
Important considerations about Archiving & Deleting
Archived items are hidden from day-to-day viewing but can still be located to view and unarchive if needed in the future.
Archived menu items, for example, remain visible in any bookings or documents they were added to before archiving, but cannot be included in any new or existing bookings, ensuring they are preserved but not available for future use.
Deleting within Event Temple is permanent, so it is recommended to use this option with caution. Once something is deleted, it cannot be recovered.
Training VIdeo
Additional Information
Menu items in Event Temple are designed to simplify management and maintain consistency within bookings and invoices. They include synchronization capabilities, duplicate handling, and archiving features to streamline operations.
Synchronization Between Bookings and Invoices
Menu items in Event Temple synchronize changes seamlessly between bookings and invoices. For example:
Editing a menu item in a booking will update it simultaneously in the associated invoice and vice versa.
This ensures consistency and reduces errors by reflecting updates wherever the menu item is used.
Handling Duplicate Menu Items
If duplicate menu items are suspected, you can address this issue effectively:
Use available tools to add sorting columns like 'Created At' to identify duplicates.
Utilize batch deletion features to remove non-invoiced duplicates.
Export menu item data if further review is required for efficiently identifying duplicate records. These steps help in keeping menu items organized and reduce the risk of errors.