Feedback on: EventPro User Manual - Creating Catering Configuration GroupsCH1_Step9_Creating_Catering_Configuration_GroupsChapter 1: Setting Up EventPro > Step 9: Resources > Catering Resource Items and Configurations > Creating Catering Configuration Groups /Dear EventPro Documentation Department,
Creating Catering Configuration Groups
The first step in organizing your catering configurations is to create Configuration Groups. The Configuration Groups will contain and organize the individual configurations or menus you will later create.
1.
Select Setup | Resources | Catering Configuration from EventPro's main menu.
2.
The Catering Configuration screen is divided into two sections. The upper selection grid contains a list of Configuration Groups. The bottom grid contains a list of the Configurations contained within the group highlighted in the top grid.
3.
Click the View Available/View All button to toggle between viewing all groups and viewing just Available groups. If you are viewing all, groups not marked as "Available" will be highlighted in red. If you are viewing just available groups, the unavailable groups will not be visible.
4.
Ensure you have selected the Effective Date you want to work from. To review instructions for Effective Dates, see Step 9: Resources, Effective Dates for Resources.
5.
Click the New button in the upper right corner, in the top selection grid.
6.
The Catering Configuration Group [New] window appears.
7.
Enter a name in the Configuration Group field.
8.
The Description will default to the name of the Configuration Group. You can enter a more detailed description if you wish.
9.
Use the drop-down list to select the Default Account Code. You created these accounts earlier under the General Lookup Tables.
10.
Enter a figure that will be your percentage for the Default Minimum Margin. This will prevent staff from discounting below a certain margin.
11.
Enter a Sort Order to indicate where in the list this catering configuration group should appear. The sort order of configuration groups set here will be respected throughout EventPro and EPWeb.
12.
If you have purchased the EPWeb module, you can check the Show on Web box if you want this catering configuration group to show on the website. If you only want individual configurations under this group to show on the web, uncheck this box and check the Show on Web box for the individual configuration.
a.
The EPWebModule is an optional module in EventPro. If you have not purchased this module, you will not see the related tabs and screens.
b.
If you are interested in previewing or purchasing the EPWeb Module, please contact your nearest Sales Department.
13.
When you first create a new configuration group, the Available checkbox will be pre-selected and disabled. Later, you can uncheck this checkbox to indicate that a previously used configuration group has been discontinued. This will prevent staff selecting it for future events.
14.
From the Available In drop-down list, select the effective dates for which this configuration group will be available.
15.
Click Save. Continue adding as many configuration groups as you need.
16.
When you have finished creating configuration groups, you can add Catering Configurations to each group. Click HERE to go to the next step and create catering configurations.
