The Event Catalogues & Menus menu option is used to configure Catalogues of Menus that can then be associated with an Event Type. Hence, enabling a quick and easy way to manage the many Menus that may be configured for a Venue, as well as ensuring that the appropriate ones will be made available to patrons to order from via the Event Portal, prior to and at the time of the Event.
Subjects ▼
What Is Required? ▲ ▼
- Venues will need to be registered for the Events module for access to this feature.
- Ensure at least one staff member has the appropriate Back Office Security Group access to the following Clerk Group Permissions:
- Events > Catalogues & Menus
- Products >
- Product Records
- And/Or Product Quick Edit
- Ensure Products exist. Special attention needs to be given to their Pricing and Status (This should be set to Active within the appropriate Locations).
Event Catalogues Screen ▲ ▼
This screen is accessed from the Back Office > Events > Catalogues & Menus menu option.
Catalogue Section ▲ ▼
The section referred to here, is the section on the left hand side of the Event Catalogues Screen.
Filters ▲ ▼
The filters at the top of this section can be used to limit the number of rows displayed in the grid. The filters include the following types:
- Full/Partial Texts - The filters of this type are: Catalogue. Enter a full or partial text, to search the available Catalogues and return only those that contain an occurrence of the text entered.
Grid ▲ ▼
The grid displays a list of the Catalogues currently available.
Footer ▲ ▼
- Add - Select to add a Catalogue.
- Remove - Select to remove the selected Catalogue.
- Save/Undo - Select to save/undo the changes made.
- Menu Builder - Select to open the Menu Builder screen to create/manage Menus.
Menus / Items / Rules Section ▲ ▼
The section referred to here, is the section on the right hand side of the Event Catalogues Screen.
Filters ▲ ▼
The filters at the top of this section can be used to limit the number of rows displayed in the grid. The filters include the following types:
- Check Boxes - The filters of this type are: Show Inactive.
- Drop Down Lists - The filters of this type are: Area Type.
Grid ▲ ▼
The grid displays the following tabs:
Footer ▲ ▼
The content will change depending on which one of the above tabs are currently selected. For more information select a tab listed in the grid above to view their specific footers.
Menus Tab ▲ ▼
This tab is accessed from here.
Grid ▲ ▼
The grid displays a list of available Menus and their Types.
Footer ▲ ▼
- Add - Select to open the Add Menus To A Catalogue screen select one or more existing Menus to add to the selected Catalogue.
- Raise/Lower - Select to either move the selected Menu up or down in the grid.
- Area Types - Select to split the Menus Tab grid section and display the Area Types in the lower section. This will then display the Area Types that are currently assigned to the Menu selected in the section above.
Example of the Menus Tab split to display the Area Types after selecting the Area Types button
Items Tab ▲ ▼
This tab is accessed from here.
Header ▲ ▼
- Price Location - Select to display the prices of Menu Items in a selected Location. Prices of Menu Items may differ from Location to Location.
Grid ▲ ▼
The grid displays all the Menus (Catalogue & Menu combinations) available, as well as their Items and the Price associated with the Price Location selected above.
Footer ▲ ▼
- Show/Hide All - Select to expand/collapse all Menus to either show/hide the Items.
Rules Tab ▲ ▼
This tab is accessed from here.
Grid ▲ ▼
The grid displays all the Rules available, as well as their Level and the Type.
Notes...
Double click any Rule listed to open the Rule Builder Wizard screen and edit it.
Footer ▲ ▼
- Add - Select to open the Rule Builder Wizard screen to add a Rule.
- Remove - Select to delete the selected Rule.
Menu Builder Screen ▲ ▼
This screen is accessed from here.
Menus Section ▲ ▼
Filters ▲ ▼The filters at the top of this section can be used to limit the number of rows displayed in the grid. The filters include the following types:
- Full/Partial Texts - The filters of this type are: Menu and Type. Enter a full or partial text, to search the available Menus and Types, and return only those that contain an occurrence of the text entered.
- Drop Down Lists - The filters of this type are: Catalogue.
- Check Boxes - The filters of this type are: Show Inactive.
- Clear - Select to clear all filters.
Grid ▲ ▼
The grid displays a list of the Menus currently available, along with their their Type and the Inactive status.
Footer ▲ ▼
- Add - Select to add a Menu.
- Delete - Select to delete the selected Menu.
- Copy - Select to make a copy of the selected Menu.
- Save/Undo - Select to save/undo the changes made.
- Upload Images - Select upload Images. Coming soon ...
Menu Items / Rules / Display Section ▲ ▼
Menu Items Tab ▲ ▼
Header Section ▲ ▼
- Price Location - Select to display the prices of Menu Items in a selected Location. Prices of Menu Items may differ from Location to Location.
Menu Items currently allocated to the selected Menu are displayed grouped by Category. Categories are defined during the creation of a Menu. Menu Items NOT allocated to a Category will be displayed last in the (No Category) section.
- -/+ - Select to expand/collapse the display of Menu Items in a Category section.
Grid ▲ ▼
The grid of each Category section displays the Menu Items that are currently allocated to the Category, along with their Name, Price and Subcategory.
Notes...
The Name displayed is the display name that patrons will see when viewing the Menu. It may NOT be the same name as the underlying Product it is associated with.
Footer ▲ ▼
- Add - Select to open the Menu Item Builder screen to add an Item to the currently selected Menu.
- Delete - Select to remove the selected Menu Item from the selected Menu.
- Edit - Select to open the Menu Item Builder screen edit the currently selected Menu Item.
- Expand All / Collapse All - Select to expand/collapse the display Menu Items in all of the Category sections.
Rules Tab ▲ ▼
Grid ▲ ▼
The grid displays the Rules that are currently available for the selected Category, along with their Name, Type, Subtype and Status. Double click on anyone of the Rules listed to open the Rule Builder Wizard screen to edit the selected Rule.
Noteworthy ▲ ▼- Status - Select from the drop down list to change the current status of the selected Rule.
Footer ▲ ▼
- Add - Select to open the Rules Builder Wizard screen to add a Rule.
- Delete - Select to remove the selected Rule.
Display Tab ▲ ▼
- Title - Displays/Enter the title of the Menu patrons will see when ordering. Refer to the example below as to where these are displayed in the Events Portal.
- Subtitle/Header/Footer - Display/Enter the text that patrons will see when ordering. Refer to the example below as to where these are displayed in the Events Portal.
- Display Style - Select to choose the style in which Menus are displayed in the Events Portal in the Order Selection section. Select either the Default or Summarised option. Below are examples of how each will appear.
Default Option
Summarised Option
Menu Item Builder Screen ▲ ▼
This screen is accessed from here and here.
- Change Product - Select to open the Select Product for Item screen below, to change the Product currently associated with the selected Menu Item.
- PLU / Product Name - Displays the Product's PLU and Description that is currently associated with the selected Menu Item.
- Name - Displays/Enter the name that patrons will see when viewing Menus.
- Category - Select from the drop down list a Category.
- Sub Category - Select from the drop down list a Sub Category.
- Price - Displays the price that will appear to patrons in the Portal.
- Product Image
- Set/Clear/Hide - Select to either set, clear or hide an image associated with the selected Item.
- Description - Use Product Web Details - Select to ensure the Product Web Setting details are used instead of the Product's description.
- Event Day Inclusions - Select to ensure Products assigned to the Product Families listed in the grid are available on offer at the time of the Event.
Select Product For Item Screen ▲ ▼
This screen is accessed from here.
Filters ▲ ▼
The filters at the top of this section can be used to limit the number of rows displayed in the grid. The filters include the following types:
- Full/Partial Texts - The filters of this type are: Menu and Type. Enter a full or partial text, to search the available Menus and Types, and return only those that contain an occurrence of the text entered.
- Drop Down Lists - The filters of this type are: Category.
- Check Boxes - The filters of this type are: Show Inactive.
- Change Product - Select to open the Select Product for Item screen below, to change the Product currently associated with the selected Menu Item.
Grid ▲ ▼
The grid displays a list of swiftpos Products, along with their their Code, PLU, Description, Master Group, Product Group and Category.
Footer ▲ ▼
- Choose Selected - Select to ensure the selected Product is chosen.
Rule Builder Wizard Screen ▲ ▼
This screen is accessed from either from the Event Catalogues screen's Rules tab or from the Menu Builder's Rules tab, and then by selecting the Add button or double clicking on a Rule in the grid to edit an existing Rule. It is used to configure/manage rules that govern and guide patrons when Ordering and submitting Orders. For example, a basic Rule would be requiring patrons to Order a minimum of a $25 dollars in value per Guest when placing an Order. Refer to How To Create A Minimum Spend Rule for more information.
- Name - Displays/Enter a name that appropriately describes the Rule.
- Status - Select from the drop down list one of the following:
- Inactive - Select to ensure the Rule is not applied. This is the default status for any new Rule.
- Active - Select to ensure the Rule is applied.
- Linked - To be continued ...
- Type - Select from the drop down list one of the following:
- None - To be continued ...
- Spend - Select to ensure the Rule is based on a dollar value ordered.
- Quantity - Select to ensure the Rule is based on a quantity ordered.
- Pre-Requisite - Select to ensure the Rule requires one or more pre-requisite Rule to be passed before this Rule is applied.
- Mutual Exclusion - To be continued ...
- Subtype - Select from the drop down list one of the following:
- Minimum - Select to ensure a minimum dollar value or quantity is met.
- Maximum - Select to ensure a maximum dollar value or quantity is met.
Notes...
The Subtype drop down list is only enabled when either the Quantity or Spend option is selected in the Type drop down list above.
- Add - Select from the drop down list one of the following Levels to which the Rule will be applied:
- Catalogue
- Menus
- Categories
- Items
Once selected, a selection list will be displayed prompting the selection of a Target a list. A Target can be a Catalogue, Menu, Category or Item.
- Match - Select from the drop down list one of the following:
- Any Combination - Select to ensure the Rule is applied to any combination of the Targets listed in the grid.
- Each Target - Select to ensure the Rule is applied to every Target listed in the grid.
- Amount Type - Select from the drop down list one of the following:
- Fixed Amount - Select to ensure the Minimum/Maximum Quantity/Spend configured is applied as a fixed value to an Order.
- Per Guest - Select to ensure the Minimum/Maximum Quantity Rule configured is applied to each Guest attending.
- Per Capacity - Select to ensure the Minimum/Maximum Quantity Rule configured is applied the numbers of Guests attending.
Example of the creation of a Minimum Spend Rule to be applied to a Catalogue
To be continued ...
End of article. ▲