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Group Recipe Creation and Proposal Display Options
Group Recipe Creation and Proposal Display Options
Tony Guerrie avatar
Written by Tony Guerrie
Updated over 8 months ago

Summary:

How to create and manage recipe groups in a floral arrangement proposal, which can consolidate multiple individual recipes or cost cards into a coherent group for items like a tablescape, enhancing the proposal's organization and clarity.

Instructions:

  • Start on the recipes tab and choose a recipe card you want to group.

  • Click Add Group at the top to create a new recipe group at the list's bottom or hover between cards to add a group in a specific spot.

  • Add recipes to the group either by clicking Add Recipe within the group or dragging existing cards into it.

  • Set the quantity for the entire group, e.g., 10 tablescapes, adjusting individual recipe quantities within the group accordingly.

  • Rename recipe cards for clarity, e.g., update a centerpiece card to "Compote."

  • Add additional recipe cards to the group, such as bud vases, specifying quantities and details for each.

  • Incorporate hard goods and labor into the recipe cards as needed.

  • Utilize the group card to add inspiration photos and notes for both proposals and internal use.

  • Manage presentation options with toggle switches for taxability, optionality, visibility of subrecipes, and pricing of subitems in the proposal.

  • View how the grouped recipes appear in the proposal, with options to display subitems and their prices.

  • Use the group card options to duplicate or delete the entire group as needed.

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