Add, replace, and copy menus and items

The content of this page is specific to the Delphi product type. If you are using the Delphi Core product type, click here to access the Delphi Core-specific online help.

You can use the Menu and Item Search window to add menus and items to one or more events on a booking. If you are detailing an event similar to an existing event, you can copy the menus and items from that event. You can also copy from events on different bookings or replace existing menus and items. After you add items to an event, the item indicator in the booking events grid changes from a hollow blue circle () to a solid blue circle (). If you add the Total Event Items column to the grid, you can also see how many items are on each event. Each item associated with a detailed menu is counted individually.

To add menus and items to events

1. Open the Manage Menus and Items page.
2. The Event list displays the current event. If needed, use this field to:
   • Select a different event on the booking.

   • Select <All Events> to add menus and items to all selected events at one time. This view displays all events at the current property.

     Use the Search/Filter button to filter your search results if necessary.
     
     Use the Property list to view cross-property events.
     

3. Do one of the following to open the Menu and Item Search window:
   • Click Select Items on the toolbar.
   • Click Menu and Item Search () on the right side of the Manage Menus and Items page.
4. To search for all items in Setup, confirm that All Items is selected as the source of the search.

5. In the search field, enter the name, abbreviation, or description of the menu or item to find. You can also enter two or more characters to return all records with words that contain those characters. Consider the following:

   • You can also search by Revenue Classification, Item Type, or Category. By default, all options under each list are selected. To narrow the search criteria, clear the All checkbox and select the options to include in your search.

   • Search results include both corporate and property menus and items. If your search does not return the menu or item you need, you can create one. See Create custom menus and items.

   • If your property is using the alternate languages feature, you can search for menus and items with any language you have access to.

6. Click Go.

7. In the search results, select the checkbox next to each menu or item to add to the event.

   Out of inventory items display in red.

8. Click Add Items to Event.

   When a menu with choice groups is added, the Select Choice Group Items window displays. Make the appropriate selections for the event, and then click Save.

9. When you are finished, click Close Search or Collapse ().

10. Click Save.

11. Click Edit () next to any menu or item to review and modify its details as needed.

12. To preview the BEO and review BEO items by section, click Preview & Merge to the right of the event name.

To copy menus and items from another event

1. Open the Manage Menus and Items page.
2. The Event list displays the current event. If needed, use this field to:
   • Select a different event on the booking.

   • Select <All Events> to add menus and items to all selected events at one time. This view displays all events at the current property.

     Use the Search/Filter button to filter your search results if necessary.
     
     Use the Property list to view cross-property events.
     

3. Do one of the following to open the Menu and Item Search window:
   • Click Select Items on the toolbar.
   • Click Menu and Item Search () on the right side of the Manage Menus and Items page.
4. Click Existing Events as the source of the search.

5. In the Booking list, do one of the following:

   • To copy menus and items from another event on this booking, click Current Booking and then click Go.
   • To copy menus and items from an event on a different booking, enter the name of the booking and press Enter. A list of matching bookings displays. Select a booking and then click Go.
   • To clear your search, click x.

   All events on the selected booking display in the search results. You can filter this list by Event Classification or BEO #.

6. Select the checkbox next to each menu or item to copy. If necessary, you can filter by Revenue Classification or Item Type. You can also use the search field to enter the name, abbreviation, or description of the menu or item to find. You can also enter two or more characters to return all records with words that contain those characters.

   Out of inventory items display in red.

7. Click Add Items to Event. The menus and items copy to the selected events on the Manage Menus and Items page. All quantities are recalculated based on the attendance on those events.

   When a menu with choice groups is added, the Select Choice Group Items window displays. Make the appropriate selections for the event, and then click Save.

8. When you are finished, click Close Search or Collapse ().
9. Click Save.
10. Click Edit () next to a menu or item to review and modify its details as needed.
11. To preview the BEO and review BEO items by section, click Preview & Merge to the right of the event name.

To replace menus and items

1. Open the Manage Menus and Items page.
2. The Event list displays the current event. If needed, use this field to:
   • Select a different event on the booking.

   • Select <All Events> to add menus and items to all selected events at one time. This view displays all events at the current property.

     Use the Search/Filter button to filter your search results if necessary.
     
     Use the Property list to view cross-property events.
     

3. In the grid, select the checkbox next to the menu or item to replace. If you are working with multiple events, be sure to select each instance of the menu or item you are replacing.
4. On the toolbar, click the arrow next to Select Items, and then click Replace Items. The Menu and Item Search window displays.
5. In the search field, enter the name, abbreviation, or description of the menu or item to find. You can also enter two or more characters to return all records with words that contain those characters.

6. Click Go. The menus and items that meet your search criteria display in the search results.

   Out of inventory items display in red.

7. To filter the results by Revenue Classification, Item Type, or Category, make the appropriate selections and click Go.
8. Select the checkbox next to the new menu or item needed for the event.
9. Click Replace Event Items.

10. In the message box, click Yes to confirm.

    When a menu with choice groups is added, the Select Choice Group Items window displays. Make the appropriate selections for the event, and then click Save.

11. When you are finished, click Close Search or Collapse ().
12. Click Save.
13. Click Edit () next to a menu or item to review and modify its details as needed.
14. To preview the BEO and review BEO items by section, click Preview & Merge to the right of the event name.

Learn more...

Process for detailing and merging BEOs

Video: Create a BEO

Video: Add menus and items to multiple events

Video: Copy menus and items