Configuring Catering Template Resources and Notes
Adding Resources
-
From the Administration menu, select Booking, select Resource Management, and then select Catering Package / Template Setup.
-
Enter search criteria and click Search.
-
From your search results, select the package, click the vertical ellipsis, and select Edit.
-
To add a menu, click the Menus tab to open the Menu Selection drawer. Menus configured for the selected Event Type appear. To change the filter criteria, click the (+) symbol in the Search bar and make the necessary changes.
-
To view the Menu Item details of a menu, select the Menu Name link.
-
To select a menu, click the menu row (not the Menu Name link).
-
Click Save to add the menu and close the drawer.
-
Click Save and Add More to add the menu and remain in the drawer with the option of adding additional menus.
-
To add an Item, click the Items tab to open the Item Selection drawer.
-
Items configured for the selected Event Type appear. If you want to change the filter criteria, click the + sign in the Search bar and make the necessary changes.
-
Click the (+) symbol in the results list to expand an Item Class and see the Items listed within.
-
To select one or several items, click the item name check box.
-
Click Save to add the item(s) and close the drawer.
-
Click Save and Add More to add the item(s) and remain in the drawer with the option of adding additional items.
Editing Resources
-
From the Administration menu, select Booking, select Resource Management, and then select Catering Package / Template Setup.
-
Enter search criteria and click Search.
-
From your search results, select the package, click the vertical ellipsis, and select Edit.
-
From the Resources panel, select the resource check box and click the Edit button.
-
Make your changes to the Sequence or Setup and click Save.
Deleting Resources
-
From the Administration menu, select Booking, select Resource Management, and then select Catering Package / Template Setup.
-
Enter search criteria and click Search.
-
From your search results, select the package, click the vertical ellipsis, and select Edit.
-
From the Resources panel, select the resource, click the vertical ellipsis next to the Edit button, and select Delete.
-
Click Delete to confirm.
Adding Resource Notes
-
From the Administration menu, select Booking, select Resource Management, and then select Catering Package / Template Setup.
-
Enter search criteria and click Search.
-
From your search results, select the package, click the vertical ellipsis, and select Edit.
-
In the Resources panel, select the resource vertical ellipsis and select Add Note.
-
Complete the following fields:
-
Type. Select the appropriate note type.
-
Internal. Select this check box if the note you are adding is considered Internal. On certain customer facing reports, such as BEO Contract, you have the option to display Internal notes.
-
Title. This value defaults based on the event type you select. You can modify it here if required.
-
Comments. Enter the text for this note in the box.
-
-
Click Save.
Editing Resource Notes
-
From the Administration menu, select Booking, select Resource Management, and then select Catering Package / Template Setup.
-
Enter search criteria and click Search.
-
From your search results, select the package, click the vertical ellipsis, and select Edit.
-
From the Resources panel, click the Note icon on the event.
-
In the Package Resource Notes dialog, click the note vertical ellipsis and select Edit.
-
Make your changes and click Save.
Deleting Resource Notes
-
From the Administration menu, select Booking, select Resource Management, and then select Catering Package / Template Setup.
-
Enter search criteria and click Search.
-
From your search results, select the package, click the vertical ellipsis, and select Edit.
-
From the Resources panel, click the Note icon on the event.
-
In the Package Resource Notes dialog, click the note vertical ellipsis and select Delete.
-
Click Delete to confirm.
Parent topic: Resource Management