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Banquets - Getting Started

Overview

This guide will review how to create, edit, and adjust Items and Menus.

Use Case(s)

  • Club Admin needs to create or edit a Menu for a specific event because the Chef changed the menu to include hors d'oeuvres.

  • Club Admin needs to create or edit Items for an event because inflation has caused a price increase for labor and the client wants to add linens to the tables and chairs for the event.

Content

Accessing the Tool

In the Office system, access the System Menu from the top navigation.  Within the System menu, select System Settings.


Once in the System Settings Menu, select Partner Products from the dropdown. Next, select Reserve Gateway nested within the Partner Products navigation.

Finally, select the Sync Tab to view the most recent pushes.


Member Sync

Checking the Log

Following the same process as above (Office →  System → System Settings → Partner Products → Reserve Gateway) Access the Log tab. Double click on error to get explanation for why the member did not sync.

Troubleshooting

Common errors when syncing a Member:

  • Member must have a last name and email address

  • Last name field (and first name field, if they have one) must be 32 characters or shorter

  • All members will sync to Reserve

  • One way communication for members, Office to Reserve

Manually Sync Members

  • System → System Settings → Partner Products → Reserve Gateway → Sync

  • Clear Last Member Push by clicking on the drop down and selecting Clear

  • Click Run Sync

  • Click Save or Save and Close

 -OR-

  • Find specific member in the search bar

  • Click This Member

  • Click Save or Save and Close


Q: We are receiving new menus for this year, how can I add those to the system? 
A: Please see the Creating a New Menu section for more detail. 

Q: How do I add an item to an existing menu?
A: Please see the Adjusting Current Menus section for more detail. 

Q: How do I only charge for half of a bottle of liquor?
A: Change the Quantity Precision to Half or Quarter in the item setup. See example below.

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, as seen below.


Downloadable Guide

 

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