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Table of Contents
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Content
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Use Case(s)
Dinner will be served during the reception of the Smith wedding to occur next July. The 4-course Reception Menu established from the Wedding Menu Category will be utilized, and will be broken down into 4 4 Item Categories: (1) Appetizer, (2) Soup/Salad, (3) Main Entree, and (4) Dessert. Within each course, two service Items will be available for the guests to choose from - ie. Appetizer will have Shrimp Cocktail and Beef Tartar as available Service Item options. Pricing on the dinner will be a fixed, all-inclusive, package pricing per person. Additionally, an open bar will be maintained with an ala carte pricing structure. Cake Cutting and A/V services will also be required during the event, and have been set up as separate Service Types.
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Click the New button.
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Enter the Service Item Category name, then Click Save.
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Manage Service Items
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Creating New Service Items
To establish a Service Item, navigate to Event Services as previously shown, and then click Manage Service Items.
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Deleting Service Items
To delete a Service Item, follow the same steps as above until you reach the step where you would press the New button Instead of pressing this button, Click the Delete link next to the item you wish to remove.
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To edit a Service Item, click the Edit link next to the item you wish to change.
Make any edits you would like to the Service Item. Click Save when finished.
*For the purposes of this example, we edited the Assorted Cookies and Brownies item. We added a description, a price, a cost and placed the item in a category.
The item is then displayed with all of the other items.
*You can see the changes we made in the last step here.
Manage Service Types
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To establish a Service Type, navigate to Event Services as previously shown, and then click Manage Service Types.
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Click the New button.
Enter a name into the Service Type area. Click Save when finished.
The new Service Type is then displayed with all the other service types.
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Manage Service Menu Categories
Creating Service Menu Categories is helpful in managing service menus. It allows you to categorize menus so that they are easily distinguishable from one another. Examples could include Beverage Menus, Food Menus, Service Menus etc.
Creating New Service Menu Categories
To establish a Service Menu Category, navigate to Event Services as previously shown, and then click Manage Service Menu Categories.
Note: Multi-site Organizations, with site specific menu categories that are not shared across their organization, will want to add and/or edit menu categories within the appropriate site(s). Multi-site Organizations whose menu categories ARE shared across all sites will want to add and/or edit menu categories within the Master List. Organizations with a single site will want to add/edit menu categories where they see the ‘edit’ link available next to the existing menu categories. This could be at the Master or Site level.
Click the New button.
Enter a name into the Service Menu Category area. Click Save when finished.
The new service menu category is then displayed with all the other categories.
Deleting Service Menu Categories
To delete a Service Menu Category, follow the same steps as above until you reach the step where you would press the New button. Instead of pressing this button, click the Delete link next to the category you wish to remove.
Editing Service Menu Categories
To edit a Service Menu Category, click the Edit link next to the category you wish to change.
You will be brought to the edit screen where you can change the name or spelling of the Service Menu Category. Press Save when finished.
The updated Service Menu Category name is displayed with the other categories, and all service menus that had the original category name will be updated with the new category name.
Manage Service Menus
Service Menus are made up of several components: Service Types, Service Items and Pricing Types. Each menu must include at least one Service Type (a titled grouping for service items). Each Service Type can hold as many Service Items as you want. Menus can be priced in several different ways, and there will be more details below.
Create New Service Menus
To establish a Service Menu, navigate to Event Services as previously shown, and then click Manage Service Menus.
Note: Multi-site Organizations, with site-specific service menus that are not shared across their organization, will want to add and/or edit service menus within the appropriate site(s). Multi-site Organizations whose service menus ARE shared across all sites will want to add and/or edit service menus within the Master List. Organizations with a single site will want to add/edit service menus where they see the ‘edit’ link available next to the existing service menus. This could be at the Master or Site level.
Click the New button.
You will now be taken to the screen where you can start creating a Service Menu. You will need to enter in a Service Menu Name, choose a Category and choose a Pricing Type. Pricing types include A La Carte Pricing, Package Pricing - Dollar Amount Allocation and Package pricing - Percentage Amount Allocation. Drag and drop Service Types from the list of Available Service Types to the Selected Service Types area. Be sure to drag them in the order you would like them to appear on your menu.
A La Carte Pricing: Each item within the menu is priced individually.
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A completed Service Menu might look like this. Click Save when finished.
*For the purposes of this example, we created a Brunch Menu with Package Pricing – Percentage Amount Allocation that is priced per person. 100% of our revenue is being allocated to the Food Revenue Center.
After saving, you will be taken to this screen where you can add items to the menu. Click the Add Items button under the Service Type (grey headers) you would like it to appear under. You will be taken to the Master List of items where you will be able to search for whichever item you need.
When you finished adding all of the items to your menu, Click Done. The menu is now able to be added to a function.
Deleting Service Menus
To delete a Service Menu, follow the same steps as above until you reach the step where you would click the New button. Instead of pressing this button, click the Delete link next to the menu you wish to remove.
Editing Service Menus
To edit a Service Menu, click the Edit link next to the Menu you wish to change.
You will be taken to this screen first where you can edit the menu’s name, pricing and service types. Click Save when finished to edit items within the menu.
After saving, you will be taken to this screen where you can make several edits to the components within the menu.
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FAQs
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Best Practices
- Ensure all Event Services utilized in an Event are set up in the system as Event Items, categorized appropriately, and consistently utilized to ensure appropriate billing, and profitability calculations can be effectively maintained.
- Create Service Item Categories based on how you think Service Items should be organized.
Downloadable Guide
Banquets - Event Services Settings - Guide
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