Prerequisites for Configuring Item Templates
Item Templates are groupings of catering resources that alleviate the time consuming task of adding several items to an event. You can use templates to create groupings of any items that would normally be used together. For instance, if most meeting and conference events require an LCD projector, a wireless lapel microphone, and a viewing screen, you can group these items together using an item template. With item templates, items can be grouped together regardless of item class. This simplifies the task of adding item resources to events by eliminating the need to add items one at a time.
Adding Item Templates
From the Administration menu, select Booking, select Resource Management, and select Item Templates.
Click New and complete the following:
Property. Select or confirm the Property.
Name. Enter Item Template Name
Click New.
Search and select items on the Select Inventory Items screen and click [>] to move items from the Available panel to the Selected panel. The Items will be grouped by Item Class and you can expand and collapse the categories as needed.
Click Select.
Select Attribute.
Enter a Quantity.
Enter a Sequence Item to control the order in which these items appear on the Banquet Event Order.
Click Save.
Editing Item Templates
From the Administration menu, select Booking, select Resource Management, and select Item Templates.
Select or confirm the Property and click Search.
From search results, select the Item Template, click the vertical ellipsis, and select Edit.
Update details.
Click Save.
Deleting Item Templates
From the Administration menu, select Booking, select Resource Management, and select Item Templates.
Select or confirm the Property and click Search.
Select the Item Template, click the vertical ellipsis, and click Delete.
Click Delete to confirm.