You may want to sort the order of products or services in a Quote, Proposal or Contract. For example, for wedding bookings, you may want to order the Quote in the same order as the events on the day - Ie Ceremony followed by Cocktail Reception followed by Evening Reception.
It is easy to do this in Replace replace all instances with BriteBiz. When you create your Products and Services in settings, you should sort the categories in the order that you would like to see them on your Quotes, Proposals and Contracts. It is easy to do this using the Drag and Drop feature.
See the video below.
This guide explains how to organize and rearrange your categories within BriteVenue to customize your workflow. Learn how to use the drag-and-drop interface to prioritize the items that matter most to your venue.
How do I access the category settings?
To begin organizing your workspace, you first need to navigate to the settings menu where your categories are managed. Once you are logged into BriteVenue, look for the configuration or settings icon to pull up your list of existing categories.
💡 Action Steps
Log into BriteVenue
Navigate to the Settings or Configuration menu
Locate the Categories section
How do I change the order of my categories?
When you want to change the order in which your categories appear, you can simply use the drag-and-drop functionality. Click and hold the reorder icon next to the category name that you want to move, then drag it up or down to its new position in the list.
💡 Action Steps
Locate the reorder icon next to the category name
Click and hold the icon
Drag the category to the desired position
How do I move a category to the top of the list?
If you have a primary category that you use most frequently, you should move it to the very top. Select the category by grabbing the handle on the left side and slide it all the way to the first position so it is the first thing you see in your dropdowns and reports.
💡 Action Steps
Identify your most frequently used category
Grab the selection handle
Slide the category to the first position at the top
Can I group similar categories together?
You can organize your categories into logical groups by placing related items next to each other. Simply drag related service or item categories into a sequence that reflects your venue's specific workflow or internal reporting structure.
💡 Action Steps
Identify related categories
Drag related items into a sequential order
Align the list with your internal workflow
How do I save my new category sort order?
After you have finished rearranging your list into the perfect order, make sure you save your changes. Look for the save or update button at the bottom of the page to ensure that your new sorting preference is applied across the entire system.
💡 Action Steps
Review the final order of your categories
Click the Save or Update button
Verify the changes are reflected in your system dropdowns
What happens to sub-categories when I sort?
When you are sorting your top-level categories, keep in mind how they interact with your sub-items. Moving a parent category will move the entire group, helping you keep your data structured and easy to navigate when you are building out quotes or invoices.
💡 Action Steps
Observe the relationship between parent and sub-categories
Move parent categories to relocate entire groups
Check quotes and invoices to see the updated structure