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How to Assign Revenue Categories to Menu and Line Items

Learn how to update, change, or batch-assign Revenue Categories on single or multiple menu items in Settings to ensure accurate reporting across Event Temple.

You can update the Revenue Category for any Menu Item directly from the Settings → Offerings → Menus page.


To Edit a Single Menu Item:

  1. Go to Settings Offerings Menus.

  2. Locate the item you want to update.

  3. Click the Edit (pencil) icon beside the Menu Item name.

  4. In the Revenue Category dropdown, select the correct category (e.g., Food, Beverage, Room Rental, Audio Visual, etc.).

  5. Click Save.

This updates the Menu Item in your active library for all future bookings.

Tips on locating your Menu Items:

Once you are on the Menus page, click into a Menu Name to see all of its items. To narrow your search, you can type the name directly into the search bar or filter by: Menu, Sub Menu, Revenue Category, Revenue Group, Type, or Archived.


To Update Multiple Items at Once

  1. Go to Settings → Menu Items.

  2. Select the checkboxes beside the items you want to update.

  3. Click the Batch Actions button.

  4. Choose Change Revenue Category.

  5. Select the new Revenue Category from the dropdown.

  6. Click Apply.

All selected items will be updated at once.

Batch Update Revenue Categories on Menu Items from Settings

Notes

  • Updating the Revenue Category will affect future use of that item.

  • Any existing bookings with that item will not retroactively change — they’ll retain the category they had when added.

  • You must have edit permissions for Menu Items to make these changes.


Tip: Revenue Category is a mandatory field for all items. To quickly identify older items that may still be missing a category, click Add Filter → Revenue Category → is empty, then use batch update to assign them.

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