How do I add menu/line items to a proposal/contract?

To add items to the Proposal/Contract:


  • Select the Event File you would like to add menu/line items to.
  • In the Event File, select the Proposal/Contract Tab. If you have already Finalized & Emailed the Proposal you will need to select the Edit Proposal button on the upper right of your screen.
  • Scroll down to the Event Details section of the Proposal/Contract.
  • Select the + Add button.
  • On the left hand side of the pop-up window that appears you will be able to select the menu/line item you wish to add. Please note -  menu/line items must be added one at a time.
  • On the right hand side of the pop-up window you may edit certain aspects of the menu/line item. Ex. You may adjust the time associated with the menu/line item. If the menu/line item does not have the A La Carte Price Rule associated with it you may adjust the price. You may also Enable a Discount by selecting the check box next to Enable Discounts
  • Once you have selected the item you wish to add and made any adjustments click save.

Please Note  - These are the necessary steps to add a menu/line item that as already been entered into your Menu Editor. For instructions on how to add a menu/line on a single-use basis. Please see this article HERE.





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