Resources

What Is Per-Group Commentary?

Per-group commentary is a block of text that renders below a group's heading and above that group's items on a quote. A "group" is a menu header or an item category. It gives you a natural place to describe a course, explain how a service style works, or note what a category includes.

It works across the Menu, Beverages, Equipment and Miscellaneous sections, for both menu headers and item categories.

Three Levels of Commentary

• Section commentary — for a whole section (Menu, Beverages, Equipment, Miscellaneous)
• Per-group commentary — under a specific menu header or item category within a section
• Item detail — the description on each individual item

Per-Quote Text vs. Account-Wide Defaults

Each quote can hold its own commentary for a group, so you can tailor the wording to the event. Because most groups say the same thing most of the time, you can also set an account-wide default on the menu header or category itself. The default automatically seeds every new quote that uses the group — you get your standard description without retyping, and you can adjust it per event.

Editing a quote's commentary never changes the default. Clear a quote's commentary (submit it blank) and the group falls back to the account-wide default again.

Setting a Default

Edit a menu header (Settings → Menu Headers) or an item category and you'll find a default commentary field. Whatever you write there becomes the starting text for that group on every quote. Leave it blank to add commentary quote-by-quote instead.

Editing on a Quote

Inside a quote, click the commentary text (or the pencil icon) beneath a group heading to edit it inline. The editor opens seeded with the group's default. Save to keep a per-quote version, or submit it blank to clear your override and return to the default.

Customer-facing commentary renders in an understated, italic style in your template's theme font. When you duplicate a quote, its per-group commentary is copied across too.

Tips

• Set defaults on the headers and categories you use most, so every quote starts polished
• Keep commentary customer-facing — remember it never reaches dockets, so kitchen notes belong elsewhere
• Tailor the seeded text per event where it helps, without worrying about affecting the default