EventPro User Manual

Creating Beverage Configuration Groups

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Creating Beverage Configuration Groups

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Creating Beverage Configuration Groups

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1.Select Setup | Resources | Beverage Configuration from EventPro’s main menu.
2.This opens the Beverage Configuration screen, which 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.

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4.Ensure that you have selected the Effective Date you want to work from.  See the instructions for Effective Dates for Resources above.
5.Click the New button in the upper right corner. The Beverage Configuration Group [New] appears.

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6.Enter a name in the Configuration Group field.
7.The Description will default to the name of the Configuration Group.  You can enter a more detailed description if you wish.
8.Use the drop-down list to select the Default Account Code.  You created your account codes when setting up your General Lookup Tables.
9.Enter a figure that will be your percentage for the default Minimum Margin.  This prevents staff from discounting below the set margin.
10.Enter a Sort Order number to indicate where in the list this beverage configuration group should appear.  The sort order of configuration groups set here will be respected throughout EventPro and EPWeb
11.If you have purchased the EPWeb module, you can check the Show on Web box if you want this beverage configuration group to appear on your website.
a.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.
b.The EPWeb Module is an optional module in EventPro.  If you have not purchased this module, you will not see the related tabs and screens.  If you are interested in previewing or purchasing the EPWeb Module, please contact your nearest Sales Department.
12.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.
13.From the Available In drop-down list, select the effective dates for which this configuration group will be available.
14.Click Save.
15.When you have finished creating beverage configuration groups, you can add Configurations to each group. Click HERE to go to the next step and create  beverage configurations.