Menus - Sales Events

Description:
This article explains creating, viewing, and editing Sales Events in Menu Manager. Sales Events are designed to group orders, making it easier to run sales reports and analyze event-based transactions. By managing Sales Events effectively, you can group transactions for specific events, apply dynamic pricing, and generate detailed reports that reflect sales performance.

What Are Sales Events?

Sales Events are designed to group orders for streamlined sales reporting. These events capture sales activities from a specific point in time and help differentiate transactions based on event types. Key attributes of Sales Events include:

• Internal Name: An internal reference identifier, such as “240426_bucks_raptors.”
  • Format Example: YYMMDD_team1_team2
• Display Name: A descriptive title visible to staff, such as "Milwaukee Bucks vs Toronto Raptors."
  • Format Example: Team 1 vs Team 2
• Event Type: Categorizes the event (e.g., Playoff Game, Concert).
  • Note: Event Types are directly taken from Price Levels.
• Start Date/Time: When the event begins, when doors open, or when sales start.
  • Note: This is for internal tracking purposes only. It does not automatically start the Sales Event. It must still be manually enabled.
• Locked/Unlocked Status: A toggle for controlling whether preorders are allowed. Locked events do not allow additional preorders, while unlocked events continue to accept orders.

Sales Event Behaviors

Sales Events work based on a rolling event system, capturing sales activities once an event begins until the next Sales Event starts. Only one Sales Event can be active at a given time in the same venue, preventing overlapping events.

Sales Event Types

Sales Event Types allow venues to adjust pricing dynamically for each event. Examples of event types include Playoff Games, Concerts, and Kids Shows. These types can be managed under Menus > Price Levels, which activates a new price field for each item.

Sales Event Behaviors

Sales Events work based on a rolling event system, capturing sales activities once an event begins until the next Sales Event starts. Only one Sales Event can be active at a given time in the same venue, preventing overlapping events.

How to Create Sales Events

1. Access Menu Manager Sales Events by going to your instance-menu.ordernext.com
2. In Menu Manager, select the Menus drop-down on the left side of the screen.
3. Select Sales Events from the list.
4. Select the Blue Plus Icon in the upper-right corner.
5. The Add Sales Event panel will appear on the right side of the screen.
6. You can add the following details:
   • Internal Name
   • Display Name
   • Event Type
   • Note: Event Types are directly taken from Price Levels.
   • Start Date & Time
   • Note: This is for internal tracking purposes only. It does not automatically start the Sales Event. It must still be manually enabled.
   • Lock Event Status

• Allows preorders if you have Mobile Preorder Menus by leaving the Lock Event flag off or
• Restricts Mobile Preorder Menus by turning the flag on

7. After making the desired edits, you can:
   • Select the Save button at the bottom to save the new Sales Event, or
   • Select the X in the upper right corner to exit without saving.

Note: Price Levels do not automatically activate with the Sales Event Start Date/Time. You must manually enable or disable them under Menus > Price Levels.

How to View and Edit Sales Events

1. In Menu Manager, select the Menus drop-down on the left side of the screen.
2. Select Sales Events from the list.
3. All existing Sales Events will be displayed, along with the Event Type, Start Date & Time, and Pre-Order Active status.
4. Select the Sales Event you want to edit.
5. The Edit Sales Event panel will appear on the right side of the screen.
6. You can edit the following details:
   • Internal Name
   • Display Name
   • Event Type
   • Start Date & Time
   • Lock Event Status
     • Allows preorders if you have Mobile Preorder Menus by leaving the Lock Event flag off or
     • Restricts Mobile Preorder Menus by turning the flag on
7. After making the desired edits, you can:
   • Select the Save button at the bottom of the panel to save your changes, or
   • Select the X in the upper right corner to exit without saving.

Run Reports Using Sales Events and Types

Navigate to Menu Manager Reports to generate reports using Sales Events and Types. Several dashboards offer filters based on Sales Events and Types. Adjust the date/time filter to view data from previous months or years.

Note: Sales Events are not retroactive and will only capture data after the first Sales Event has been created for your venue.