Manage Menus and Items page
The content of this page is specific to the Delphi Core product type. If you are using the Delphi product type, click here to access the Delphi-specific online help.
You can use the Manage Menus and Items page to detail your events and create the BEO. From this page, you can do the following:
- Add menus and items to one or more events
- Copy menus and items from another event
- View and edit the details of a menu or item
- Enter actual quantities
- Reorder the menus and items on a BEO
- Remove menus and items from a BEO
- Create custom menus and items
- Preview and merge a BEO
- Batch merge BEOs
To open the Manage Menus and Items page, do one of the following:
- In the manage events grid, click Items next to an event, or right-click an event and click Items.
- In the Function Diary, right-click an event and click Manage Menus and Items.
The manage menus and items grid includes the following components to help you add, edit, and remove menus and items:
Manage menus and items details | |
Event list | Select an event to detail or do one of the following:
|
Property list | This is the property where the event is scheduled to occur. By default, the booking's property displays. This field only displays when All Events is selected in the Event list. |
Button details | |
Select Items (![]() |
This opens the Menu and Item Search window. You can then find menus and items for the event.
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Create New (![]() |
This is used to create a custom menu or item for the event. This button is unavailable when All Events or All Events Including Inactive is selected in the Event list. |
Reorder (![]() |
This is used to change the order of the menus and items in the grid. Click this button to enter edit mode, then drag a menu or item to a different position. When finished, click Reorder again to exit edit mode. The order of the menus and items in the grid control the display order on the BEO. This button is unavailable when All Events or All Events Including Inactive is selected in the Event list. |
BEO (![]() |
This button can be used to do the following: |
Delete (![]() |
This removes each selected menu or item from the event. The revenue values for the booking event are updated. |
Save (![]() |
This saves your changes. |
Close (![]() |
This closes the Manage Menus and Items page. If you have unsaved changes, you are prompted to save before closing the window. |
Search / Filter (![]() |
This can be used to find specific menus or items existing on an event. Click Search / Filter to display the following search criteria fields:
After you enter your search criteria, click Go to display the matching menus and items in the grid. |
Help (![]() |
This opens the Help topic for this page. |
Menus and items grid component details |
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Name |
This is the name of the menu or item that displays on the event order and banquet check. |
Item tags | The property's item tags for the menu or item. |
Sort Order |
This is the order a menu or item displays in the designated section of the BEO. Menus display before items within each section of a merged BEO. |
Quantity Calculation |
This indicates how the menu or item quantity needs to be calculated when added to the event:
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Allow Decimal Quantities |
This indicates if partial quantities of the item can be sold. For example, you can sell 2.5 gallons of coffee. |
Booked Quantity |
This is the forecasted quantity of the menu or item needed for the event. The Quantity Calculation field controls how the Booked Quantity is calculated.
|
Actual Quantity |
This is the quantity of the menu or item sold at the event. This value is used to capture the menu or item revenue on the banquet check and in reports. The Quantity Calculation field controls how the Actual Quantity is calculated. If needed, you can manually update the Actual Quantity before printing the banquet check. See Enter actual quantities.
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Excl. Price and Incl. Price |
This is the exclusive or inclusive price of the menu or item. If the item is priced with the menu, you do not need to enter the price. If the item is included in the package price, the event's revenue breakdown is used, rather than the unit price, to calculate the package revenue. See Add menus and items to package events. |
Sold By |
This is the method of how the item is sold, for example, per person or per hour. This value can display on the BEO for informational purposes only. It does not affect the total revenue calculation. |
Service Start Date and Time |
This is when the menu or item is to be served. This defaults to the event's start date and time. |
Service End Date and Time |
This is when the menu or item is to stop being served. This defaults to the event's end date and time. |
Do Not Print on BEO |
This indicates whether the menu or item displays on the BEO. |
Do Not Print on Check |
This indicates whether the menu or item displays on the banquet check. |
Hide Quantity on BEO |
This indicates whether the menu or item's quantity displays on the BEO. |
Hide Price on BEO |
This indicates whether the menu or item's price displays on the BEO. If a menu or item is on a package event and the Included in Package checkbox is selected, the menu or item price is automatically hidden on the BEO. |
Hide Serve Times on BEO |
This indicates whether the menu serve time displays on the BEO. This checkbox is available with version R56 and higher. |
Right-click option details |
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Edit |
This is used to edit an existing menu or item. |
Delete |
This is used to remove each selected menu or item from the event. The revenue values for the booking event update. |
Refresh |
This is used to refresh the item information in the grid. |
Additional information
You can also do the following in the menus and items grid:
- To view the description of a menu or item in a pop-up window, hover over any field.
- To edit additional information about the menu or item, click Edit (
) to open the Editing Item Details page. You can also edit the details of any menus or items in the grid by clicking a field and changing the value.
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To customize your display of the grid you can do the following:
- To select the columns that display, click the arrow next to any column header and hover over Columns. Then, select the checkbox next to each column to display. To hide a column, clear the checkbox.
- To change the order of the columns, drag a column header to the appropriate location.