How to make a category
Click New Category.
Enter the Name of the Category.
Select if the Category is Food or Beverage.
Select Save.
How to make an F&B Item
Click New Menu Item.
Enter a description in Menu Item Name.
Select the Menu Item Category.
Enter/Select the following details:
- Included in menu? – Tick if included in the menu price.
- Cost Price – Enter Cost Price (if needed).
- Analysis Code – What analysis code is needed if this item is sold outside of a menu price.
- Department – Which department is responsible for this item.
- Article Number – If this item is ordered in, what is the reference number (if needed).
- Season from/To – If the item is only available during certain months of the year use the season from/to (If needed).
- Lead Time – What is the lead time on the item (if needed).
- Inactive – If the item is no longer be needed.
On Beverage items the following also displays:
- Origin – What is the Origin (if needed).
- Vintage – What is the Vintage (if needed).
- Unit - What is the Unit (if needed).
- Press Save.
- Click Sales Price.
- Enter End Date.
- Click Add.
- Select Analysis Code.
- Enter Item Price (this may be 0).
- Press Save.
What price should I put in Item Sale Price?
- If the item is always included in a menu, and is not sold separately then leave the sales price at £0. We do this because we will apply the price to the menu and not the item.
- When this item is used in a menu, does the guest have to pay a supplement? If the answer is yes put the supplement price into the box. We do this so that when the item is selected, that item charges on top of the menu price, for the quantity that is required.
- If this item is sold separately to build up a menu at an itemised price, put the item cost into the price box. We do this so that when the items are added into the menu, the cost pulls from the items.
- If the item is sold as a set “pick 3 for £6, additional items £2” put the additional price into the price box, in the example £2. We do this because the menu will be set to the 3 item price and any other items can be added as an extra at their sales price.
Important things to know about billing a menu
- The menu price split shows the analysis code that all items included in the menu will report too.
- If you un-tick an item as included in the menu, it will report to the items individual sales price analysis code.
- Therefore if you use analysis codes as Wedding Food & Conference Food, yet they use very similar menus, you may need to duplicate individual items that are charged extra or as a supplement
- You may also want to create additional menu items to the various codes, for instances of overtyping.