Adding/Managing Food & Beverage Items

Video tip - go to the 3:00 mark in the video for tips on Adding/Managing Food & Beverage Items.

After you set up your ingredients, characteristics, serving styles, serving sizes, meal types, and order types in Food & Beverage Setup, you're ready to begin creating menu items for your food & beverage packages. In this step, you can:

• Add/edit categories for Food & Beverages
• Create new Food & Beverage items
• Enter both wholesale and menu cost
• Designate a serving size
• Enter characteristics and serving styles
• Add photos and descriptions

NOTE: For more information on Food & Beverage Setup, see Managing Food & Beverage Settings in Your Account. 

You can add Food-&-Beverage (F&B) Items in two places:

• In the Settings / Food-&-Beverage Items area. NOTE: This is the primary place in your account where you can view and manage all the F&B Items for your account (including adding thumbnail images to those items) plus manage all the categories for those items.
• In the Food-&-Beverage tool inside an event while you are adding items to a package.

To Add/Manage Food-&-Beverage Item Categories (in Settings):

1. Click on your name in the top left corner and select the "Settings" option.
2. Under the "Application Setup" heading, click on the "Food & Beverage Categories & Items" link.
3. Click "Add" to the right of either the "Food Categories", "Beverage Categories", or "Equipment Categories" heading.
4. Add the name of the new category and click "Save".
5. Once the category has been added, you can:
   • Use the drop-down arrow button to the right of the category name to edit the category name or delete it completely.
   • Use the up/down arrow to the left of each item to adjust the order that the items appear in the dropdown lists when you are building Food-&-Beverage Packages.

To Add Food-&-Beverage Items in Settings:

1. Go to "Settings" and click on the "Food & Beverage Categories & Items" link.
2. Click the "Add Item" button at the top of the screen and choose whether you will be adding a food, beverage, or equipment item from the drop-down menu.
3. Enter the item name and set the status. You have the ability to check or uncheck the box next to "Active" depending on whether your item is in season and available. Inactive items will not show up as options to be added into a Food & Beverage template or package. NOTE: the description you enter here will display in all Food & Beverage Packages, event menus and in BEOs.
4. Enter the wholesale cost, menu price, category, SKU/item number, serving size, characteristics, serving styles, and item description. You can add multiple characteristics and serving styles to one item. Characteristics and serving styles you add to your items will allow them to be sorted and filtered by that criteria.
5. Use the buttons at the bottom right of the panel to either "Save & Add Another" or "Save & Close".
6. Once the item has been added, you have the ability to build out a recipe and prep instructions for it by selecting "View Recipe/Prep Instructions" to the right of the item. NOTE: For more information about recipes, go to Building & Managing Recipes in the Food & Beverage Settings.
7. You can also click on the "Actions" button to the right of the item to:
   • Add/manage a thumbnail image for the item - When you select this option in the menu, you are prompted to select and upload an image file from your device, crop the image and save it.
   • Edit the item details or delete the item. 

To Add Food-&-Beverage Items in the Event Food-&-Beverage Tool:
NOTE: When you are adding items inside a package in the Food & Beverage tool in an Event, you can add a new item on the fly. However, once this item is added, you must go to the Settings / Food & Beverage Items area to modify it or add a thumbnail image.

1. In the Food & Beverage tool in an Event, click on the name of the package to which you want to add a new item.
2. Click on the "Add Items" button and, in the modal window that appears, click on the "Create New Food/Beverage Item" button.
3. Enter the item name and set the status. You have the ability to check or uncheck the box next to "Active" depending on whether your item is in season and available. Inactive items will not show up as options to be added into a Food & Beverage template or package. NOTE: the description you enter here will display in all Food & Beverage Packages, event menus and in BEOs.
   
4. Enter the wholesale cost, menu price, category, SKU/item number, serving size, characteristics, serving styles, and item description. You can add multiple characteristics and serving styles to one item. Characteristics and serving styles you add to your items will allow them to be sorted and filtered by that criteria.
5. Use the buttons at the bottom right of the panel to either "Save & Add Another" or "Save & Close".