LIne 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. Additionally, ensure that these settings allow menu items and event types to be visible in the Guest Portal, particularly if your document or event relies on Guest Portal interactions.
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.
Booking - All Menu Items on the Booking
Events - Menu Items assigned to specific Events
Invoice - Menu Items assigned to the linked Invoice
Selecting the "Booking" source ensures that all event days are visible in the generated Offer/Document, even those without associated line items.
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: Additionally, choosing "Booking" as the source is beneficial when working with multi-day events, as it ensures all event days appear in the Offer/Document, regardless of whether line items are assigned to every day. Selecting "Booking" as the source also ensures menu items are correctly displayed in the Guest Portal for associated events.
Double Click on the Menu Item Element on your Document (or press the pencil when you hover over it)
Under Menu Item Source select the appropriate source (Booking, Events or Invoice)
Select the Apply
Save your Document This ensures comprehensive visibility of all event days in documents, which is especially useful for multi-day event scenarios.
Important considerations if selecting Event as the source If an event day does not have any associated Menu Items, it will not appear in the generated Offer/Document view. Adjusting settings to include such days might require using the "Booking" source. This consideration applies to the Guest Portal as well, as events without menu items will not appear unless configured appropriately.
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
Ensuring Guest Portal Visibility
To make menu items appear in the Guest Portal:
Set Menu Item Source to "Booking": This ensures all menu items linked at the booking level are visible in the Guest Portal.
Check Revenue Category Filters: Ensure that these filters do not exclude required menu items.
Save and Refresh: Save document changes and refresh the Guest Portal to apply updates.
Configuring Event Type Visibility
To define event type visibility in the Guest Portal:
Navigate to Settings → Tools → Guest Portal.
Adjust the visibility settings for specific event types to include all relevant events.
Additional Guest Portal Tips
Hidden event types prevent their menu items from displaying. Ensure all necessary event types are visible.
Always refresh the Guest Portal after making visibility changes to ensure settings apply.