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Table of Contents
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Overview
This guide will review how to create, edit, and adjust Items and Menus.
Required Permissions
Admin Access
Level 1
Level 2
Level 3
Accessing the Tool
Within Reserve, Settings can be accessed at any time from the left-hand navigation panel.
Items
Creating New Items
Complete the following fields:
Service Item Name
Description (optional)
Revenue Center
Category (optional, but used when searching)
Auto Calculate Quantity
Uncheck if there is no need to have 1 per guest. Example: microphone
Check the bottom 2 boxes
This will update the item in all of the menus it is currently in
Save
Edit an Existing Item
Video Tutorial - Editing an Existing Item
This will be used when simple changes need to be made, such as a price increase or change in the description.
Click Settings > Event Services > Manage Service Items
Find the item and click Edit
Make the change and check the bottom 2 boxes-this will update the item in all of the menus it is currently in
Save
Menus
Creating New Menus
Click Settings > Event Services > Manage Service Menus > New
Complete the following fields
Service Menu Name
Category
Pricing Type
Set Quantity to Event Attendance
Uncheck if you will not need 1 per guest
Drag the Service Types you want in the menu from left side to right side (This does not move items).
Click Save
Add Items to each Service Type as listed in the directions above.
Click Done
Adjusting Current Menus
Video Tutorial - Adjusting Current Menus
This will be used to add or remove items from your menus, change pricing from a la carte to package or package to a la carte.
Changing Menu from A La Carte to Package Pricing
Click Settings > Event Services > Manage Service Menus
Find Menu - Click Edit
Click the Drop Down Option of Pricing Type
Select Package Pricing - Percentage Amount Allocation or Package Pricing - Dollar Amount Allocation
Click Drop Down option of Package Pricing
Select Per Person
Enter Package Price
Enter the price for each Revenue Center needed for this package. The price needs to add up to the package price or 100%.
Save
Changing Menu from Package Pricing to A La Carte
Video Tutorial - Changing from Package Pricing to A La Carte
Click Settings > Event Services > Manage Service Menus
Find Menu - Click Edit
Click drop-down by Pricing Type
Select A La Carte Pricing
Save
Adding/Removing Items from Menu
Video Tutorial - Adding/Removing Items from Menu
Click Settings > Event Services > Manage Service Menus
Find Menu, Click the Menu Name
Click Delete next to an item to remove it or Click Add Items
Find the items you would like to add and check the box in front of them (use search bar if needed)
Once all items are added click Done
Best Practices
Double check all Auto Calculated quantities to ensure they correctly correspond with the need for one item per guest or one singular item.
Always check the bottom two boxes for Apply Changes to Settings Menu and Apply Cost Change to Function Menus when Updating an Item.
FAQs
Q: How can I add a description? For example, Coffee with the options for Decaf Coffee, Creamer, and/or Sweeteners for my Coffee Item.
You can add a description to each item directly under the Service Item Name in the Description text box.
Q: How do I only charge for half of a bottle of liquor?
Change the Quantity Precision to Half or Quarter in the item setup.
