Setup Templates

In the system it is possible to create template of text to import for some event.

When you click on the button Setup Templates.

A list of those pre-existing templates appear

Choose the one you are interested to import, by clicking the check mark beside its name.

The text will automatically appear in the comment section.

Room Layout (optional module)

This optional feature allows you to attach a floor plan of your event to your contract and BEO.

First, click on the Room Layout button.

A new window appears.

First, select the floor plan created by your administrator through the Floor Plan Module by clicking the Draw drop down menu :

Then give a name to your attached file

You can also add notes to this file.

Once you have followed those step click on Save.

You can now see this attachment has been added to your Room layout menu.

Click on the X button on the top right corner of this window to go back to the Services Tab.

MANAGING YOUR INVOICE DIRECTLY

Now you have completed your event and added both menus and services, you can now select the Payment tab to view the invoice the system has generated for this event.

In this window, you can see the total bill for your event.

Firstly, from here you can choose your invoice template.

Our system offers a default invoice template that will look like this:

However, if you are used to a certain type of invoice, our technical team can create custom template that will match your existing invoices.

Adding a payment and / or Charges

Now that you have verified that your invoice is complete you might wish to add a separate charge (like discount and or a service fee) or even a payment/ deposit to it.

If you want to enter a charge or a payment select the following drop-down menu:

By clicking on it you will now see all the different charges, fees and method of payment currently configured in your system.

Then select the item that you want to add to your invoice and add a description if you wish.

For example, if it is a deposit or part of the payment plan.

Now enter its amount along with a date.

Once your charge or payment is set up, click the Update button to add it to your invoice.

You can now see that the charge/payment you created has been added and the balance has been adjusted accordingly.

IMPORTANT: When entering a charge like a refund or a discount always enter the amount as a positive amount, it is the type of charge/payment and how it has been configured in your system that will determine if the system need to add it or subtract it to/from the invoice.

Make a payment directly. (3 options)

If you have sent your preliminary invoice to your client and they got in contact with and provided you with to credit card for the payment of the invoice.

You have the option to enter the payment in real time directly into the system to connect it to your banking terminal.

To do so click on the button Card Pay

A payment interface will then open, presenting you 3 choices:

First, choose how you want to make the payment.

a)By swiping the card in a terminal

Indicated the amount you wish to pay in the amount field

Then click on SWIPE CREDIT/DEBIT CARD, a new window connected to your banking terminals open.

Please select the banking terminal you wish to process the payment from

Finally enter the amount of the payment

Click the Submit button to finalize the payment.

b)y entering the card number manually.

c) using a pre-registered card.

Payment Plan

In the system you have the ability to set up payment plans for your clients.

To do so first click on the Payment plan button

A new page opens.

Then click in the Installment date section

and select the date of the first payment in the calendar that appears.

Once you have selected a date for the first payment installment, enter the amount of this payment in the section ‘Amount of payment’.

Or you can enter a percentage.

By indicating a percentage amount, the system will automatically convert it into a plain amount.

Repeat this process for each installment and click Save.

Note: If you wish to create more than the default installment, simply click on the Add button to add another line.

CONTRACT

A)Print your Contract

If you wish to print your contract on paper, head to the Contract tab

Then click on the button Print

A new window opens,

From here, first select if you wish to print this contract:

-    as a work order for your team.

-    for your customer

Depending on your choice, some section to be printed are pre-selected.

If you wish to add more section to be printed, simply select the one you need and click on it.

Once you have made the changes, you can set this selection to be the one by default by clicking on the Set as Default button.

Finally, click on the Print Preview button to visualize your contract.

Your contract appear

As you can see all the information you have entered or recovered from the system have automatically been formatted into this document.

Once you have verified that everything is correct and appears as you wish, simply click on the printer button:

Your printer preview page then opens:

Finalize the process by following your printer instructions.

B)Email a copy of your Contract

If you wish to send a copy of this contract by E-mail you can do it directly through the system.

To do so, head to the Contract tab

Then select the E-Mail button:

A new window opens:

In this window you can see that an email has already been created by the system for you to send to your client.

Note: That email template is entirely customizable in the system.

In the Template field of this email, you can select what information you wish to share with your client:

Once your email is ready, simply click on the Send E-mail button.

Your client will then receive an email looking like this:

To return to your contract simply click on the X button on the top right corner of this email window.

PROPOSAL

Once you have configured every section of your contract and event(s), you have the option to send all those information in a form of a unique proposal.

This proposal can be designed by our team according to your specifications.

A)Print a version of the Proposal

B)E-mail a version of the Proposal

INVOICE

Once you have configured every section of your contract and event(s), you have the option to send all those information in a form of a unique proposal.

This proposal can be designed by our team according to your specifications.

A)Print your invoice

If you wish to send a copy of your invoice by E-mail you can do it directly through the system.

To do so, head to the Payment tab

Once you have selected the template of your invoice, you can now print it by clicking on the Invoice- Print Version button.

Your invoice will then be displayed in its entirety for you to review.

Once you have verified that everything is accurate, simply click on the printer icon.

Your printer preview page opens,

Follow the instructions and proceed to printing the invoice.

B)Email your invoice

Once you have selected the template for your invoice you can send it by email to your client directly through the system.

To do so, simply click on the E-Mail Invoice and Reminder button:

A new window opens,

In this window you can see that an email has already been created by the system and summarize your event for you to send to your client.

Note: That email template is entirely customizable in the system.

In the Template field of this email, you can select what information you wish to share with your client:

Once your email is ready, simply click on the Send E-mail button.

Your client will then receive an email looking like this:

To return to your invoice simply click on the X button on the top right corner of this email window.

BANQUET EVENT ORDER (B.E.O) / FUNCTION SHEET

The Banquet Event Order (B.E.O) also known as Function Sheet, is a document that contains all the information relative to your event.

It serves as a guideline for your teams and allows you to execute the tasks relative to the event and coordinate your teams efficiently.

It is generally used for internal purposes; however, the system also allows you to share it with your customers if you wish.

To create a B.E.O for your event, from the Contract window, select the BEO tab:

From this tab you can customize all aspects of your B E O

First, select the event you are interested in from the drop-down bar.

On the right, multiple options are displayed, you can select the language of your B E O, print it directly or send it by e-mail.

You also have the option of printing a B E O specific to your catering department

This document will indicate to your kitchen team the different menus needed for that event and various comments added in the MENU tab. For example, if there are specific allergies to be aware of, a certain presentation requested by the client, etc.

On the left side, you can define a coordinator for this event who will act as the reference person.

Below you can see the different sections of your B E O

These sections have been pre-defined in the system and can be changed at any time.

If you want to add details or comment to a particular section, just click on the ADD button.

A page will then open.

From this page, you can import predefined templates, such as VIP messages, special instructions, etc.

To do this, click on the B E O Templates button and choose the template you want to import.

A list of all your available BEO template appears,

From here simply select the one you want, and the system will automatically copy it into the comment window.

If you don't have a template created in the system, simply write the text in this window

You can then change the format (underline, bold, etc.), choose the font size and the type of display of this text. (in paragraph or in list).

Back at the BEO section, you can notice that the button has changed from Add to Edit.

This allows you to easily identify which sections of the B E O have changed.

Finally repeat this process for each section.

Now that you have completed your BEO with additional information, you can visualize those changes by previewing your BEO.

To do so click on Print B.E.O.

Then select the section you wish to have displayed / printed.

You can also change the order those sections will be displayed.

Then click on the Save Preferences, if you have made changes to have them saved for the next time you open this page.

Then click sur Print Preview to display your B.E.O.

As you can see this document regroup all the information about your events

And if you have added comments in some sections they will be now displayed as such:

INTERFACE

To access the event planner, you must select the 'Manage' icon from the left menu.

Then select “Events”

Your event planner will open

Different information are displayed on this page.

The event planner will open with the week ahead view, with the current day as the start date.

You can also choose the date, month, and year for which you want the event planner to appear.

In the week view, you have the days on the top line

and the list of your rooms in the left column

So, you can see all the events for each day in each of the different rooms.

You can also see the name of the customer who is on the contract

The start and end time of the event

The number of guests:

As well as the name of the event:

As for the color code used, this represents the status of the contract.

The legend is shown at the bottom right of the screen.

The color code used, as well as the different statuses are customizable to meet the different needs of your establishment.

You can change the view of the event planner to either weekly view (default), daily view or monthly view. To do this, select the type of view in via the “Display” box

In the daily view you will have your opening hours at the top of the display

With your halls to the side

You can see the period during which the room is reserved for that day.

The same legend (status and color code) is used as that of the weekly view.

In addition, the same information (customer name, start and end times, number of guests as well as the name of the event) is indicated there.

You can also display a monthly view of the event planner.

So you will have the full month view

If several events take place on the same day, they will be indicated in chronological order during the day.

The same legend (status and color code) is used as that of the weekly view.

The same information (customer name, start and end times, number of guests as well as the name of the event) is indicated there.

In addition, the name of the room in which the event takes place is indicated there.

Finally on the event planner you can also see which rooms are not available for booking. They will be shown in light grey.

You will not be able to book this room if it is not available for booking

View event by Room.

By default, the system shows you the event planner with all the rooms in your establishment.

You can view events happening in a specific room if you wish.

On this view, you will only have reservations for this specific room.

The same information (the name of the client, the start and end times, the number of guests and the name of the event) is indicated there.

View Events for a specific date

By default, the system shows you a completed detailed calendar of your events for the with all the rooms of your establishment and all the days you wish to see.

If you wish to see all the events happening on a specific day you can simply click on that date directly on the calendar.

and a new page will open.

On this new window you have a summary of all the events happening on this specific date.

You can see all the information about each event such as:

-   where each event takes place

-   The customer for each event

-   The different statuses of each event

-   Each event’s time frame

And their guest count

If you wish to see a specific event in detail, simply click on the View Icon:

View Events by Status

On your event planner if you wish to see a specific type of Event you can select a view per status.

To do so, on the status legend

Select the status of events you’re interested in.

Your event calendar will now only display the events with the status you selected.

Block a room

You can block a room without entering all the information necessary to create a contract.

To do this, you must use the "Manage Lock" function.

By selecting this button, a new page called Active Locks, appears and displays all your current locks.

If you wish to add a new room lock, you must first indicate:

- the date for which you wish to have this room blocked

- The room to lock

- and the time period of this lock.

- You can also add notes to remember the reason for this room blocking

- Then select the “Save” button to add this lock to the system

If you wish to add another lock from this window, select the "Add Lock" button and repeat the previous steps.

Once your lock has been saved you can also see that the room is blocked in the event planner.

If you wish to proceed and create a contract you can do it directly from the Active Lock window,

To do this, you can select the "Block the room" button.

The list of blocked rooms will open

Select the lock you wish interact with by clicking on the Edit Icon:

Then, select the “Move to event” button

The contract creation page will open.

For more information on how to create a contract, please refer yourself to the Create a Contract section of this guide.

CREATE AUTOMATIC REMINDERS

Here is the procedure to follow to create automatic reminders:

Under ''Setup'' select ''General setting''

The Settings page will open.

Select "Auto Reminders"

The reminder page will open on the screen.

First, please select "Add Item"

The automatic reminder creation page will open on the screen

For the Date Field, it is the date from which the reminder will be made.

TYou have 3 options:

   -Contract date: the reminder will be calculated from the date the contract was created

   -date: the Event The reminder will be calculated from the date of the event.

It will be important to put the ''-'' sign in front of the number of days in the ''Reminder days'' box if you want to have a reminder before the date of the event.

For example, if you want to have a reminder 15 days before the event you will have to indicate -15

   -Update date: the notification will be made from the date of the last modification of the contract.

The Remind Hour section is the time you want the reminder to be sent

For Active the field, it indicate whether the reminder is active or not.

You can disable and re-enable it as needed

The Notify Method indicate how the user will receive the reminder.

If you selectDashboard Only, selected users will see the reminder on their home page

If you select By E-mail, the selected users will receive an email and the reminder will also appear on their home page.

Next, you can also indicate for which Event Type you wish to have this reminder.

Note: If you do not want to add a specific type of event, leave the choice to ''-'', this way all types of events will be included in the automatic reminder.

Then, you must indicate the Description of the callback

For Reminder Days, this is the number of days that will be calculated from the date you chose in the Date Field to send the reminder.

Note: Do not forget to put the negative sign ''-'' in front of the number if you want the reminder to be sent before the day you selected in the Date Field section

In the the Email Customer field, select Yes if you would like the customer to also receive a reminder email

Thereafter, in the Email Adresses section, you need to select the users who should receive the automatic reminders.

If you wish to select several users, please click on the first user and then press the "Ctrl" key on your keyboard and while holding it down click on the next user.

Repeat the procedure for other users.

Then, select the Status(es) of the reservations for which you want to create a reminder.

The status list comes from your database. You can select one or more statuses, to do so, please follow the same procedure as for adding multiple users.

Then click the Save button

This new reminder is now created

You can now add content to your reminder, to do click on the Mail body section of your reminder.

For the creation of the Email Content you can use the following tags:

- Contract number

- Contact name

- Event date

- HTML link for the contract

- Html link for invoice

- Html link for BEO

Don't forget to Save

Your automatic reminder is now fully created.

AUDIT

This part of the system allows you to keep track of all the changes made to a contract since its creation.

From your Contract page, select the Audit tab.

In this window you can see every change made.

The attribute section represents the type of action performed, such as if the contract status was changed, or if the guest count was updated, or in this case if a service was created in the system.

For example, here the service did not exist before so the old value is blank and the new one is the service, its price and its quantity.

On this page you have the possibility to display the attributes/ actions either over a period of 30 days, 90 or even since the creation of the contract, to do this click this drop-down menu.

If you want to search for an attribute brought to this contract or event, simply type the keyword you are looking for in the 'search text' bar:

The system will then only display the attributes containing this keyword.

Finally, you have the option to print this audit or share it by email to your co-workers or if asked by the Pxier support team.

PACKING LIST

This feature is usually used when your business offers off-site catering services.

Where you are required to pack additional items along with the catering items. (Cutlery, napkins, etc.)

This part of the system allows you to provide your team with a Packing List, that indicates if certain packaging items are needed for your event.

These items do not appear on your customer invoice and are strictly for your internal organization.

First, in the Pack List Tab, select the event on which you want to work on.

Then, in the Item box, type the first letters of the desired packaging item.

A list of the different items configured in your system then appears,

select the one that interests you by clicking on this icon.

Now indicate the quantity of this item required for your event.

Finally, click on the 'add to list' button.

Repeat this process for each item you want to add to your list.

Your item will then appear below in the General Packing List Items.

If you want to make changes to this article you can do so directly here.

Note: Do not forget to click on the Update Quantity button to save your changes.

Note: Do not forget to click the Save comments button to save your changes.

Then click on the 'Remove Selected' button at the bottom of this tab.

A preview of your list will appear, click on the Printer Icon to finalize the process.

UPLOADING FILES FOR YOUR CLIENTS

When creating your event, your client may want to send you certain documents such as a list of products to avoid for the menu, or special requests on the layout of the room, etc.

To simplify the storage of these files and have access to all of them in one place, you have the option to link them to your event by clicking on the FILES tab,

On this page you can then add various files,

To do this, click on the select file button,

A new window open,

from here selected the document you wish to join to your event.

then once your document has been selected, it now appears in your file Tab

Now click on the Download File button, to upload it.

If you wish to remove documents that are no longer relevant or up to date, simply click on the Remove icon.

Finally, this window also allows you to share a link with your customers to allow them to consult documents related to the event.

To do this click on the button 'send files to the client

A new window opens,

In the Select Files Tab, click on the documents you want to share.

The Add more files tabs, allows you to add documents that are not uploaded in your specific event, by searching them by folder or name.

Finally In the Email section, a pre-set email template appears.

Note: the system allows multiple email templates, if you wish to select another one simply clicks on the E-mail Template button

These templates are fully customizable in the system.

Once you have verified the information displayed, click send email to share this link with your customer.

A message will inform you that the E-mail has bee sent

Here is an Example of the email received by the customer

Upon clicking on the link, your customer will be redirected to a platform where your selected document are ready for download.

How to create a system user

This section allows you create one user at a time (e.g. a technical service manager, a sales manager) and give them access to certain features of the system.

By clicking on     ,this window will open:

Here just filled the different information you wish to input.

Note: The Restricted Access section defines whether or not your user will be able to connect to the system and our mobile application and from an IP address different from that of a company workstation (e.g. private computer at home)

Click      to complete the creation of that user

How to create a user group

Manage all user groups directly in Pxier.

In this window you can have access to each department you have created before.

Click on the      icon to be able to create a new group and define the different accesses that people belonging to this group will have.

The following window will appear:

The following settings can be adjusted per user group:

Group Name: Name of previously created department (required)

Administrator : Determines whether the user group has administrator access. Administrator access allows users to configure and make configuration changes to Pxier.

Read-only access : All users who require access to the customer portal will need read-only access. This allows the user to view bookings and create bookings in the customer portal.

Customer Delete Access : Defines whether users belonging to this group can delete departments or only employees within this department or both.

Contract Delete Access : Defines whether users belonging to this group can delete reservations.

Customer Update Access : Defines whether employees in this group can update departments or only employees within this department or neither.

Contract Update Access : Defines whether users/administrators belonging to this group can update reservations.

Confirmed Contract only : Defines whether users in the group have access to the unconfirmed booking status or not. (All bookings are always confirmed by default)

Disable E-Mailing clients : Defines whether users in the group will receive emails confirming their bookings at creation.

Once all of those autorizations have been given, click       to finalize the creation of the user group.

Restrict access to certain parts of the interface.

As a system administrator you can add or restrict access to certain sections of the software interface for your users.

To do this, click on

A new window appears:

Select the group to which your user belongs to and define which sections of the software will be visible to them, to do this click on the pencil icon next to their group.

A new list appears on the right:

This list tells you which sections this group of users can currently see when they log in.

Simply click Access to add or remove the visibility of each section and Save your changes.

Ex: a salesperson does not need to see or interact with system options, so I will deselect the Administration section so that he/she no longer sees it.

How to assign different access groups to users

Here you can assign each user to a group, so that they have the appropriate permissions.

Select the      icon to create a group access or directly on the pencil icon beside the user you want to update, a new page opens:

Then select the access group, which is the user group to which they will be assigned.

Click the SAVE button, the user is now connected to its user group and benefit from the access determined for this specific group previsouly.

The user's permissions will be determined by the user group to which they have been assigned. That's why it's important to first create the user groups and then assign the users as we did in this guide.

RESET USER PASSWORD

To obtain a new password follow the instructions on this page:

Select the user whose password needs to be changed

   - send them an email with instructions on how to reset their password

   -Give them a temporary password that they will have to change later (more often use when creating and logging in for the first time a user of the system.

LEAD MANAGEMENT

LEAD LISTING

Once in the Lead Section, head over the second tab called Lead Listing to manage your current and coming leads.

From this window, you can see the entire list of all your current leads, their status, when they were created, their likelyhood of conversion, who is responsible for them, and if they have been converted

INTERFACE

You can filter that list to have more pertinent results.

You can sort this list by date of creation :

You can also display you own leads or the leads assigned to you by your manager

You can also display them according to their current status

You also can choose to only display the converted Leads by selecting this button :

And and finally you can show the differents leads by name or most recent lead created :

Once you have made your choice of filter, select the       button to apply those filters to the system.

LEAD OVERVIEW

In this section of the LEAD MANAGEMENT MODULE, you will have 4 dashboard, that inform you about all the leads in your system.

Additionnally the system will also let inform you of any ongoin tasks to perform and of any new leads created in the system recently

LEAD TASKS

The Section of the LEAD MANAGEMENT MODULE, will compile all the tasks that were created in your system regarding the existing leads.

You have the ability to filter this list by time period or even by agent.

From this page you can directly modify a task without having to find the lead it correspon to, by simply clicking on the pencil icon near the task :

Finally you can even directly tell the system that a task had been completed direcly from this page.

Beside the task you will find a little box icon, simply click on this boc to let the system know that this task has been done.

CREATING A NEW LEAD

To create a brand new Lead, simply click on the       button.

A new page is displayed.

A) LEAD DETAILS

On the left side of this new page, simply fill the different fields that will constitute your client informations.

Once you have entered the Client basic information, head over to the right side

Here you will be able to add event more detailled information regarding your lead, such as :

- the type of client this leads represent

- The type of event this person is interested in booking.

Note: Those different types (client and event type) have been created beforehand by your system administrator.

- Their source (how they heard about your company)

- Their Industry (this information will be helpful for your report and dashboard overview

- Thecurrent status of this new lead :

- TheLead rating for this lead (how likely is this lead to be converted into a new client)

Note: Hot being almost guaranteed conversion and cold a not likely one

- Finally the Lead Owner (which agent is in charge of this lead, this is section is important if you have a system of comission.)

Once you have filled all of those section, click on the       button to create that new lead in your system.

IMPORTANT : if you wish to convert an existing lead into a confirmed client, simply click on the       button to create that new lead in your system.

All the information previously entered about this lead with now be trasnfered into the system and create a Client automatically.

No need to re-enter all the information, you are now able to start creating Events for this Client.

Note:If you wish to add other details that are not displayed in this page you have the option to manage

custom fields and create new ones, simply click on the       button, from there you can manage new custom fields to enter your additionnal information.

B) TASK SECTION

In this section, you will have the ability to establish a list of different task that are needed to do regarding your lead.

e.i : sending an email, preparing a quote, calling a client back over the phone, etc.

To create a new task for your lead, simply click on the       button.

A new page opens:

From here,

     -indicate the name of the task and any information about that task :

Ex :

-Select a date, for this date needs to be completed by clicking on the Due date section, a calendar will appear :

-Indicate a status for this task to keep yourself organized :

-Set a priority for this specific task :

You can even assigned this task to one of your colleague with the ‘Assigned to’ field :

Finally and most importantly, you have the ability to set email reminders for yourself or whoever is assigned to this task. Simply seclect the date of the reminder and the time at which this action needs to be completed.

Here is an example of the reminder email you or colleague would receive :

Once you have completed all the details about your task, click on the Save button to create that task for this lead.

It now appears in the list of task in the TASK SECTION

Repeat this process for each task regarding this lead.

C) EVENT TAB

This section is usually used if you need to set up a meeting with your prospect regarding a certain topic.

To schedule a new meeting with your lead contact, click on the   

A new page opens:

Fill the differents field and Save to finalize your meeting with your lead.

Ex:

This serves as an organizing tool for you and will not show in the system event calendar.

Note: in the invitation Status field, if you select Invitation sent, it will not send an email to your contact.

Once the event has been created, you will have the ability to add some Invitee to it, by simply selecting the Add Invitees button

Here, simply start typing the name of the person you want to invite, a list will appear, select the contact you need and this person will then be invited to your event by email.

D) NOTES TAB

In this section, you will be able to add additionnal details to your lead,

Simply click on the Add Notes button and create as many notes as you need for this lead.

Ex

E) ATTACHEMENT TAB

This section allows you to share document with you client and to keep track of those said document and everything the client has shared with you regarding their upcoming desitred event.

F) TRACKED EMAILS

This section allows you to send pre-configured email directly from Pxier to your lead contact.

Click on the Send Tracked Email to configure the email.

The system will redirect you to this page :

Where you can fully configure your message or import a pre-created email template from the system and even attach a document to it.

Click the Send Email button and the system will prompt you with a message confirming that the email has been sent :

Additionnally the Send Email button will turn green, indicating an email was sent.

Your contact will then receive the following email :

To come back tp the Lead section simply click on the       button.

Packages

Packages can be created directly in Pxier. These can consist of various items, such as menu items and services.

Packages allow you to sell a combination of menus and services at a discounted/negotiated price to your customers. The package price can either be charged at a total amount, or per person.

Steps to Create Packages in Pxier

STEP ONE – Package Content

You will need to first configure the package content. These are the menu items and services that will be included in the package price.

Please refer to Help Document: Creating Menus and Services.

STEP TWO – Update or Create Packages

Under the Marketing Tab, go to “Packages” – see below screenshot

This will take you to the “Manage Packages” page. Here you will see your existing packages.

These packages can be edited by simply clicking on the pencil icon next to the package name

You can update the package details, such as the name, price and how it is charged

You can also update the package content.

**Note: Changes to the package will not affect events that have already been created. You will need to remove the package from the event and re-add the package.

In the Package Details pane, click on the Add Button, to create a new Package. See Screenshot below

Package Name: Enter the name of the package, as you want it to appear on the contract/invoice

Language: Select the Language – Here you will need to create each package in the language you want it to appear in.

Price Per Person: This is a tick-box, if the price is dependent on the guest count, activate this tick-box.

Package Price: Enter the price you will charge for the package.

Inventory Group: If you have an integration to a PMS provider, you will need to select the revenue group the package revenue needs to go to. If you do not select one, Pxier will split the revenue by the package content. i.e the menu and services.

Allow on web: If you are using the Pxier Web Plugin for online event bookings, this determines if the packages are available online.

STEP THREE – Adding Package Content

After creating the package details, you will need to add the package content.

Under Package Menu, you will see all the menu items available. Click on the tick-box next to the item to add this to the package. You can select multiple items. Click on the Save Button in the Package Menu section to update the package.

Under the Service & Rentals section, you will find all the inventory items. Click on the tick-box next to the service you want to include in the package. Click on the Save Button in the Service & Rentals section to update the package.

Package Splits

Pxier automatically splits all revenue by the package content. This is done using the weighted average for each item in the package. See below explanation of the calculation.

In the above example, we have a conference package that is sold at 300 per person.

The package includes the below

Lunch Buffet

Conference Water

2 x Coffee Breaks

Venue Hire

IT Equipment

Example: Menu Item

10 Lunch Buffets are required (10*35) =350

Weighted Average 350/850 * 3000 = 1 235.29

Example: Service and Rental

Venue Hire is charged once for the event = 100

Weighted Average 100/850 * 3000 = 352.94

**850 is the sum of items in package content

STEP ONE: Creating Inventory Groups

Inventory – Inventory Group

This will show you your existing Inventory Groups. If you have an integration to a PMS provider, please do not make changes to the Inventory Groups. As these inventory groups are synched from your PMS provider to PXIER. i.e these revenue groups are created automatically based on your configuration in the PMS.

To create a new Inventory Group, click on the Add Item button.

Description: Enter the name of the Inventory Group.

Sync Products: This is used if you have an integration to a PMS.

STEP TWO: Creating Inventory Items

Now that you have created an Inventory Group, you can assign new Inventory items to this Group.

Inventory – Inventory

Here you will find all the inventory items you have configured in your account. Pxier allows you to filter your inventory items by the category, Active, Inventory Type or Inventory Status. This makes it easier to view specific Inventory Items.

To create a new inventory item, click on the Add button at the top of the screen.

Enter the details of the new Inventory Item in the fields provided and click on the Save and Close button.

Category: Select the Inventory Group you want the Menu Item to be created in

Item Name: Enter the name of the inventory item, as you want it to appear on the contract/invoice

Spanish: Enter the translation – depending on your 2nd language, in this demo account we have Spanish

Online: If you are using the Pxier Web Plugin for online event bookings, this determines if the Inventory Items are available online.

Price: Enter the selling price, as you want it to appear on the invoice.

Cost: Enter the cost to purchase or rent the inventory item

Active: Select if the inventory item is active or should not be available

Validate Stock: This allows you to use Pxier’s Inventory Control, you can choose if you want to receive a warning, or if the system should not allow you to overbook the inventory item.

Inventory Type: Select if the Inventory item is a rental item or consumable

In-Stock: Enter the number you have in stock

Setup Time: Enter the time it takes to setup/configure

Return Time: Enter the time it takes to disassemble

Re-order: Not applicable for events

Tax: Select the Tax Type. If you select custom, you will need to enter the tax percentage

Custom Tax: Enter the custom tax percentage

POS Item: Not applicable for Events

Description: Enter the description of the inventory item, this will appear online

Creating Menus

STEP ONE: Creating a Menu Category

Setup Food Menu – Manage Menu

This will take you to your menu configuration page. Here you can see your existing Menu Categories and Menu Items.

At the top left of the screen, you have a language selector. If you are using more than one language, please toggle to the language you want to add the menu for.

To create a new Menu Category, click on the Plus icon next to Menu Category.

Enter the details in each field and click Submit to create the new Menu Category.

Menu Category: Enter the name of the Menu Category

Menu Language: Select the language of the new Menu Category

Type: Not applicable for Events

Sort Order: Enter the sort order

Comments: Not applicable for Events

Work Pick Sort Order: Not applicable for Events

Inventory Group: If you have an integration to a PMS provider, you will need to select the revenue group the Menu Category needs to go to. If you do not have a PMS Integration, this is not required.

POS Menu Group: Not applicable for Events

After you have added the details, click on the Submit Button to save the new Menu Category. You can see the new category on the left.

STEP TWO: Creating a Menu Items

Now that you have created a Menu Category, you can assign new menu items to this category. Select the Menu Category, and then click on “Add Menu”

Enter the details in each field and click Submit to create the new Menu Category

Category Group: Select the Menu Category you want the Menu Item to be created in

Menu Name: Enter the name of the menu item, as you want it to appear on the contract/invoice

Menu Type: Select the Menu Type. This is used for reporting purposes.

Menu Unit: Select the unit of measure it is sold by

Price: Enter the selling price, as you want it to appear on the invoice.

Tax Percent: Enter the TAX Percentage, if it is different from your default Tax Percentage

Cost: Enter the cost to purchase or make the menu item

In-Stock QTY: Enter the quantity you have in stock

Online: If you are using the Pxier Web Plugin for online event bookings, this determines if the menu items are available online.

Restaurant: Not applicable for Events

Start Time: Default Start Time of the menu item

End Time: Default Start Time of the menu item