To add a new beverage to an event, click on the [+] sign next to the word “Beverage.” This will expand the group into a tree view:
To get more specific, click on the [+] sign next to the word WINE*, and then click on the [+] sign next to the words WINE-IMPORTED* and then WINE-IMP. SPARKLING. You will notice that the [+] disappears when you click on it next to WINE-IMP. SPARKLING. This is because there are no other subgroups in this category.
Click on the group name “WINE-IMP. SPARKLING.” This will highlight it and bring up all the selections in that group in the list to the right. For this sub-category, there is only one brand.
Now you can browse the list or search for the beverage that you want to add.
For our example, we will use the PERRIER JOET FLORAL.
Double-click on that entry in the list.
This will bring up the Beverage Items window.
Click on the arrow next to the word Options to expand.
In the top section, BeverageItem, the ID, Item Name, Master Filter, and Vendor fields are all locked. The only editable field is the Description, which you are welcome to review and edit if necessary.
In Order Details, you must enter the Quantity in the fields below:
For this item, the price is fixed, so when you enter the quantity and press the [Tab] key, the total price will update.
Under Options, enter the sequence number, check the box for “Print Item.”
See the example below:
The Sequence number is the order by which the beverage list will appear on the Order Review. We recommend that you enter items with the numbering system by 10s (tens). For example, the first item is sequence number 10, the second is sequence number 20, etc.
For the beverage’s Location (if you have different stations or rooms at your event), you can add it here.
Click on the [+] sign to add a new location.
Enter the location in the text field and click [OK].
To remove it, click the [X] button.
For Production Notes and Contract Notes, you can enter any internal or external notes as needed, respectively.
The character limit for Production Notes is 50 and for Contract Notes: 8000.
To save this entry, click [Ok].
To set your security on the [Save] button, follow the instructions for Security Setup.
To go to and edit the next selected beverage item in your Order Review list, click [Next] (or [Previous]).
To delete this beverage from your event, click the [Delete] button.
To close without saving, or if you made no changes, click [X Close].
If you had saved the beverage for use in your event, it will show up in the Order Review list:
Need to make changes to this entry? Double-click on that line and it will re-open the Beverage Items window.