Table of contents
This guide will introduce you to the options for changing prices for catering, on existing catering items.
Get an overview of existing resources and prices
To get an overview of your existing prices, we recommend that you go to the Planner Administration -> Resources and select a catering category. Now click the button in the top right-hand corner, ‘Generate Resource CSV’. Open the CSV in Excel and you can view the prices of all the items within the chosen category.
How to change prices
When changing prices on existing items, you need to consider how to handle the existing, and future bookings of the items.
To change the prices, open a browser and access your Planner solution. Click Administration and choose Resources. Find one of the items you need to change the price for and click the Pencil icon to edit it. Start by changing the price and then click Save. You will now be presented with a red box in which you have to choose how to implement the change. Click the drop-down to see the two different options – “Use the new price for new and existing future orders”, or “Use the new price for new orders only”. Choose the option you want and click Save.
The price has now been changed, and you can proceed to edit other items.
Be aware of
If you change the price for all existing and new future bookings, it will not trigger an updated notification for the meeting owners of the future bookings.