Creating an Event Menu Plan

  1. Click Production, click Event Menu Plan, and then click Blank Event Menu Plan.
  2. Select aCost Center, select a Menu Group, and then enter the Name for the menu plan.
  3. In the From date editor, select the date the menu plan becomes active, and then in the To date editor, select the date the menu plan becomes inactive.
  4. Click Create.
  5. Click Add Menu Item (s), select a Menu Group, use the other filters to streamline your search, and then click Refresh. Menu items listed here are synced from Reporting and Analytics.
  6. Select the menu items to add to the menu plan, and then click OK.
  7. Click Load Sales to import sales for the inserted menu items, and then click Yes to confirm.
  8. To add planned quantities for menu items in the Event Menu Plan, for each item, enter the quantity in the QTY column of the respective item, and then click Calculate to calculate the data.
  9. Click Save or Suspend.
  10. To save the menu for future use as a template or list, click Save as List.