The Items & scope tab is the plan of what an event includes: menu, decor, sound, discounts. This guide shows how to fill it from a package, add and edit lines, and read planned cost, sell and margin before you quote.
Open the event and click the Items & scope tab. The card offers Add discount and Add item (plus Load from package, Create quotation and Create booking when they apply). With no lines it says "No items yet. Add single items with “Add item”." and shows Planned cost Rs 0, Planned sell Rs 0 and Planned margin 0%. The footnote says this is a planning estimate, shown beside the actual P&L, and is not posted to the ledger.
Press Load from package. The package lines appear tagged "package": for the Gold Wedding Package, Premium Menu 380 per guest, Stage & Floral Decoration, Sound & Lighting and Photography & Videography. A Package price adjustment line (Rs 320,000, "Package price Rs 1,500,000 vs items Rs 1,180,000") makes the lines add up to the package price.
Press Add item. In Type choose Service, Dish, Custom item or Discount. Under Service pick one, for example Guest Seating & Tables; the list comes from Catalogue › Services with each sell price. Press Add.
Leave Quantity empty and per-guest services and dishes take the billable guest count (380). Per-event services such as Valet Parking default to 1.
Choose Type Dish. The list comes from Catalogue › Dishes with the sell price per guest, for example Kheer Rs 55. Kheer with a blank quantity becomes 380 per guest, cost Rs 30 and sell Rs 55 each.
For something outside the catalogue choose Custom item. Enter Name (for example "Fresh flower arch"), Unit cost, Unit sell, Quantity and an optional Note. A quantity of 2 shows "2 · per item".
Press Add discount. Enter a Label (for example "Family discount"), the Discount amount as a positive number (Rs 50,000) and a Note ("Agreed with the family at signing"). It becomes a Discount line and the planned sell falls by Rs 50,000.
On a row press the edit button. The dialog says "Changes update the line total and the event plan totals." You can change Quantity (it follows the guest count: change the guests on the event instead), Unit sell and Note; Unit cost is editable on custom lines only. For example set Welcome Drinks & Mocktails to Rs 280 with the note "Welcome rate agreed with the family", then Save.
Press the bin on a row. A dialog asks "Remove Kheer?". Choose Cancel to keep it or the red Remove.
After twelve lines the tiles read Planned cost Rs 868,200, Planned sell Rs 1,768,700 and Planned margin 51% (Rs 900,500). Margin is sell minus cost, as a percentage of sell. Below is "Estimated tax (planning estimate — not posted) · 16%" Rs 282,992, using the default sales-tax rate from settings, and Planned total incl. tax Rs 2,051,692.
The package comes from Catalogue › Venues & offerings › Packages (Gold Wedding Package, Fixed, base price Rs 1,500,000). Services and dishes come from Catalogue › Services and Catalogue › Dishes. Change prices there, not on the event.
Press Create quotation. The dialog says "One-time copy — later plan edits will not update the quotation; edit prices on the quotation." It makes a draft quotation for the event's customer. Create booking is offered while the event has no booking.
| Mistake | What you see | Fix |
|---|---|---|
| Adding with nothing chosen | "Select a service" / "Select a dish" / "Enter a name" | Choose the item or type a name |
| Typing a negative discount | The amount is entered as a positive number | Enter 50,000, not -50,000 |
| Expecting later plan edits to change a quotation | The quotation does not follow | Edit prices on the quotation |
| Editing a closed event's items | Refused: the item plan of a closed event can no longer be changed | Keep the event open until the plan is final |
| Item | Meaning / rule |
|---|---|
| Billable guests | Larger of confirmed (or expected) and the minimum guarantee |
| Package price adjustment | Brings package lines to the package price |
| Planned margin | (Sell − cost) / sell |
| Estimated tax | Planning estimate, not posted |
How many guests does a per-guest line use? The billable guest count: the larger of the confirmed (or expected) number and the minimum guarantee. For Khan Family Walima Dinner that is 380. Leave Quantity empty when you add the line and it follows the guests; a per-event service counts as 1.
What does the Package price adjustment line do? When you press Load from package on an event with a Fixed package, the package lines are added and an adjustment line (Rs 320,000 for the Gold Wedding Package) brings them up to the package price of Rs 1,500,000. Loading again replaces only the package lines.
Is the planned margin posted to the accounts? No. Planned cost, planned sell, planned margin and the estimated tax are a planning estimate shown beside the actual profit and loss. Adding, editing and removing lines does not create any journal entry.
Does a quotation made from the plan stay in step with it? No. Create quotation makes a one-time copy for the customer; later plan edits do not update the quotation, so edit prices on the quotation itself.
Marquee runs this whole workflow. See what Marquee does and what it costs, or browse all step-by-step guides.