This article is part of the Catering Module documentation. Click here for more information on the Catering Module
Catering Events have Catering Segments to separate multiple meals / segments throughout the event. These are customizable fields that the user can create as needed. Segments appear on the Details tab of the Catering Event record. Catering Menus and Catering Items are added to Segments via the Add from Menu, Select Item, and Create Custom Item buttons/selectors. Click here for more information on Catering Menus, and here for more information on Catering Items
New Event Default Segment
By default Segment 1 is generated when a new Catering Event is created as shown below:
Edit a Segment
To edit the default segment (or any other segments you create) you can right click anywhere on the segment box and select Edit, or double click on the segment box
Each action will open the Add / Edit Segment prompt. If you are editing a Segment, values will be populated in the fields. Make the desired changes and then hover over the Save option to save the Segment.
Create a Segment
To create a new Segment click the New Segment button on the Details tab. The Date field will auto populate with the Event Date, and the Start Time will auto populate with the end time of the previous Segment. Sort Order is the order in which the Segments will be displayed on the Catering Contract, with 1 being first. Set the desired values then hover over Save and save and close the Segment.
View Catering Menu Items / Catering Items on a Segment
To view the Catering Menu Items and Catering Items that have been added to a Segment, click on the segment name and the Items list will populate with all Items that have been added to the Segment in the Items grid (1). Additionally, when a segment is selected, the total selling price for that segment will be shown at the bottom of the items grid (2). Click here for more information on Catering Menus, and here for more information on Catering Items
Upon creating more than one Segment, the View All Segments button will appear to the right of New Segment. When selected, all items from all Segments will be displayed in the Items list.
Segments on Catering Contracts
Segments are displayed in the details section of Catering Contracts. All Items that pertain to the Segment will be displayed under the Segment Name and Date / Time. Click here for more information on Contract Subtotal By