Menus - Sales Events

📖 Overview

This guide explains how to create, view, and manage Sales Events in Menu Manager. Sales Events allow you to group and analyze transactions by specific events (like concerts, games, or shows) for more accurate and event-specific reporting.

🔍 Sales Events are used for back-of-house reporting only and do not impact the POS display.

🔍 What Are Sales Events?

Sales Events are a way to group and report sales activity during a defined time window, such as:

• Playoff games
• Concerts
• Special promotions

Each Sales Event includes:

• Internal Name: Used for internal reference (e.g., 240426_bucks_raptors)
• Display Name: Staff-friendly label (e.g., Milwaukee Bucks vs Toronto Raptors)
• Event Type: Pulled directly from Price Levels (e.g., Concert, Game, Family Event)
• Start Date & Time: Used for internal tracking only; does not auto-start the event
• Lock Event Toggle:
  • Unlocked = Accepts mobile preorders
  • Locked = Blocks new preorders

⚠️ Only one Sales Event can be active at a time in a venue. A new event must start before the previous one ends.

🔀 Sales Event Types

Sales Event Types enable dynamic pricing for specific event categories.

Examples:

• Playoff Game
• Concert
• Kids Show

To manage or create Event Types:

1. Go to Menus > Price Levels
2. Add or edit Event Types to activate custom price fields per item

➕ Creating a Sales Event

1. Go to: yourinstance-menu.ordernext.com
2. In the left menu, select Menus > Sales Events
3. Click the Blue + icon (top-right corner)
4. Fill in the form on the right panel:
   • Internal Name (e.g., 240630_rock_fest)
   • Display Name (e.g., Rock Fest 2024)
   • Event Type (from Price Levels)
   • Start Date & Time (for internal tracking only)
   • Lock Event Status
     • OFF = Allow mobile preorders
     • ON = Block mobile preorders
5. Click Save to create the Sales Event

📌 Note: Price Levels do not auto-activate with a Sales Event. Enable them manually under Menus > Price Levels.

📋 Run Reports Using Sales Events

You can analyze your Sales Events in the Reports section of Menu Manager:

1. Go to Reports from the main menu
2. Use filters for Sales Events and Event Types to refine results
3. Adjust date/time ranges to review past performance

⚠️ Sales Events are not retroactive. They begin collecting data only after their creation.