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What is the Difference with the Menu Item Sources on the Menu Item Document Element?
What is the Difference with the Menu Item Sources on the Menu Item Document Element?
Updated over a year ago

Related Questions:

  • What is the difference with the Menu Item Source, Booking and Event?

  • What are menu item sources?

Answer:

Menu items exist at a Booking, Event and/or Invoice level. You should first check that your Menu Items have a revenue category & are associated to the expected source.

All Menu Items are automatically associated to a Booking. From the Menu Item Sub-tab within the Booking Summary, you can check whether the item is also associated to an Event and/or Invoice using the appropriate columns.

Within Documents, the Menu Items element pulls from one of these sources.

  1. Booking - All Menu Items on the Booking

  2. Events - Menu Items assigned to specific Events

  3. Invoice - Menu Items assigned to the linked Invoice

To change your Menu Item Source

The default source is Booking, however this can be modified to Events or Invoice. If you select Event, you can also choose a specific event/s. This is helpful if you'd like to separate Events into different portions of a Document:

  1. Double Click on the Menu Item Element on your Document (or press the pencil when you hover over it)

  2. Under Menu Item Source select the appropriate source (Booking, Events or Invoice)

  3. Select the Apply

  4. Save your Document

Important considerations if selecting Event as the source

Menu Items linked to an Event

  • Items are grouped by Event

  • Items are sorted by Event name (alphabetically), and then by the date they're created

Menu Items not linked to an Event

  • Items will be grouped together

  • Items are sorted by the date they're created

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