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:
1. Type. Select the appropriate note type.
2. 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.
3. Title. This value defaults based on the event type you select. You can modify it here if required.
4. 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.