EventPro User Manual

Catering Resource Items and Configurations

Hide Navigation Pane

Catering Resource Items and Configurations

Previous topic Next topic No directory for this topic Expand/collapse all hidden text  

Catering Resource Items and Configurations

Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic.  

Setting up your catering can be the most complicated aspect of the setup process, but it is worth the time and effort to set it up properly.  If you take the time now to plan your catering structure and learn about EventPro's capabilities, the final result will be an easy-to-use, efficient catering system tailored to your business. Try to read through all catering instructions thoroughly before proceeding with catering setup.

EventPro's catering system allows you to arrange your catering option under four levels – (1) Configuration Groups, (2) Configurations, (3) Categories and (4) Items.  You can organize and customize these four levels in a way that best suits your catering business.  The flexible four-level system simplifies data entry for event management staff and ensures minimal alterations in the event of a price change.

First, we will review the four levels of catering:

Click to Expand/Collapse textConfiguration Groups

Configuration Groups represent the broadest level of catering setup. These groups exist to help event management staff narrow the selections from which they will pick. In practice, groups are never seen by the customer or even by the catering staff, since they do not print on the banquet event orders (BEOs) or catering sheets.

_img140

Think of the way your facility offers catering services:

Do you offer a variety of cost-per-plate dinner menus that could all be grouped under a single configuration group labeled “Dinners”?
Do you offer different types of buffets? Perhaps your “American Breakfast Buffet”, your “Sunday Brunch Buffet” and your “Chocolate Lover’s Buffet” could all be grouped together under a configuration group titled “Buffets”.
Maybe you would like to group all your wedding menus under the “Weddings” configuration group.
Do you frequently offer the same dessert selections and non-alcoholic beverages for a variety of menus?  You could group all your non-alcoholic beverages together under the “Beverages” configuration group, and all your Dessert selection under the “Dessert” configuration group.

These are merely examples of the many ways you can organize your menus; your facility may have a completely different approach to catering organization, which Event Pro’s flexible system can accommodate.

Grouping configurations together means that you can select from a single heading when planning catering services.  Similarly, when you want to change the prices for commonly offered selections – such as desserts and beverages, for example – you will not have to search for and change the selections for each menu.

You will learn how to create configuration groups below, under Creating Catering Configuration Groups.

Click to Expand/Collapse textConfigurations

Catering Configurations represent the broadest level of categorization that will appear on the BEO or catering sheet. It is important to give some thought to the way you set up your configurations because it is here that you will enter cost and price details.

A configuration can be the name of an individual menu or a collective name for related items.  Using the Buffet example above, the configuration group is titled “Buffets”.  The configurations contained in the group would be the “American Breakfast Buffet”, “Sunday Brunch Buffet” and “Chocolate Lover’s Buffet”, each comprising different combinations of items and priced per head.

_img139

A configuration can also be a collective name for related items.  For example, under the “Beverages” Configuration Group, you may want to create a single “Beverages” configuration that includes all of your non-alcoholic beverages. Other groups of items that are commonly offered with a variety of menus, such as “Desserts”, “Soups” and “Salads” should ideally be grouped together as their own Configurations, as well, rather than including these items with each menu you define.  This way, you only need to enter them into EventPro once, and, if you have to change prices, only have to edit the individual configuration, rather than multiple menus.  Event staff can use EventPro's multi-add tool to add these configurations to any menu.

Note that too much organization at the configuration level can lead to difficulties later.  In general, you will usually only need two or more different catering configurations under one configuration group if you intend to set different cost and price values for each.  For instance, under the “Dinner” configuration group you may only need three separate, per-plate configurations – a “Diplomat Dinner” ($25.95/plate), an “Executive Dinner” ($21.95/plate) and a “Corporate Dinner” ($15.95/plate) – rather than numerous options such as “Diplomat Dinner with Chicken and Soup” “Diplomat Dinner with Beef and Soup”, “Diplomat Dinner with Chicken, Salad, and Dessert Selection”, and so on.  

Although multiple sub-headings may look more organized on-screen, too much organization leads to time-consuming data entry for event management staff and overly hierarchical, multi-page BEOs/catering sheets for the catering staff.

Pricing can be set at this level, or at the Item level. You can price per plate, per item or using a combination of both. You may, for instance, offer menus priced per plate but allow a variety of per-item add-ons.

You will learn how to create configuration below, under Creating Catering Configurations.

Click to Expand/Collapse textCategories

Categories refer to the collections of related items you use to build menus.  When you create your catering resource table, you may enter individual items under broad categories such as “Appetizers” and “Entrees”. When you later create a menu, EventPro can pull in the pre-set category and the items associated with it.  

_img141

You are not, however, restricted to the categories you created back when setting up your catering resource list.  As an added element of flexibility, you can also create new categories under each configuration and assign any item from your entire catering list.  For example, you could create new categories called “Hot Appetizers” and “Cold Appetizers”, pulling in relevant items from the general “Appetizers” category in your catering resource table. These new categories will be unique to the configuration within which you create them.

Note that you do not necessarily need to use all four levels of catering organization.  Perhaps some of your catering services are quite simple, and breaking them down under Categories and Items creates unnecessary confusion.  The flexibility of EventPro's system allows you to organize your catering in the way that best suits your business.

You will learn how to create catering categories under Adding Catering Items to the Resources Tables.

Click to Expand/Collapse textItems

These are the individual items contained in the catering configurations.  The first step of catering setup is to create a comprehensive list of all the catering items you have available.

_img142

While this list of catering items resembles an inventory, this table does not behave as an inventory that adds and subtracts items from stock.

You will learn how to create catering items under Adding Catering Items to the Resources Tables.