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Adding Menu and Package Line Items to a Function

You add a menu, package, menu item, or event order item to a function by associating it with the function as a function line item. You can do this in several ways, as described in Table 62 and subsequent procedures in this topic.

This task is a step in Process of Associating Menus and Packages with Functions.

To add line items to a function with the New button

1. Display a list of functions associated with quotes or orders.

   For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

2. In the Function list, select the function to which to add a menu or package.
3. Click the Line Items subview tab.
4. In the Line Items list, click New.
5. In the new record, click the multiple select button of the Item field.
6. In the Pick Line Item dialog box, do the following:
   1. In the Type field, select one of the menu or package types listed in the table that follows and click Go.

      Type	Comments
      Menu Per Person	One menu for each person. The price can be a fixed price for each person, or a variable price for each person depending on the items selected.
      Package Each	Fixed price for a quantity of 1 of the package, regardless of the number of people.
      Package Item Price	Variable price for each person where individual item prices are broken out.
      Package Per Person	Fixed price for each person where individual item prices are not broken out.

   2. In the resulting list, select a menu or package record to add to the function and click OK.

      The menu or package record appears in the Line Items list. If the menu or package has associated child products, it displays a folder icon.

7. To view the component child items of the menu or package, expand the folder.

To add line items to a function with the Add Items button

1. Display a list of functions associated with quotes or orders.

   For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

2. In the Function list, select the function to which to add line items.
3. Click the Line Items subview tab.
4. In the line items list, click Add Items.

   Siebel Hospitality displays the Pick Products dialog box.

5. In the Pick Products dialog box, do the following:
   1. Identify and select each product to add as a line item by entering a value in the Order Qty field of the product.
   2. Click Add.

      The products you selected appear in the list in the lower part of the dialog box.

   3. Click OK.

      Siebel Hospitality displays the Function Line Items view with the products you selected added as line items.

To add line items to a function with the Search form

1. Display a list of functions associated with quotes or orders.

   For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

2. In the Function list, select the function to which to add line items.
3. Click the Line Items subview tab.
4. Scroll down to the bottom of the screen.
5. In the Search form, enter criteria for the products to add to the current function as line items and click Search.

   The products that match your criteria appear in the Results list below the Search form.

6. In the Results list, select the products to add as line items and click Add Item.

   Siebel Hospitality displays the Line Items list with the products you selected added as line items.

To add line items to a function with the Quick Add form

1. Display a list of functions associated with quotes or orders.

   For more information about functions associated with quotes or orders, see Displaying Quote and Order Functions.

2. In the Function list, select the function to which to add line items.
3. Click the Line Items subview tab.
4. Scroll down to the bottom of the screen.
5. In the Quick Add form, enter the Product Code, Product Name, or Display Name for the product to add to the current function as a line item.

   The products that match your criteria appear in the Results list below the Search form.

6. Click Add Item.

   Siebel Hospitality displays the Line Items list with the product you specified added as a line item.