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Substituting Ingredients and Updating Pricing
Substituting Ingredients and Updating Pricing

How to make a substitution within and across proposals

Shannon O'Neil avatar
Written by Shannon O'Neil
Updated over 3 years ago

Whether a supplier was out of stock or a client had a change of heart, substitutions are essential within Curate’s workroom! This article will walk you through substituting ingredients within recipes (both in the gameplan and shopping list) and updating ingredient pricing to mitigate any last minute changes.

If you’re attempting to make a substitution across multiple events, the best approach would be “Substitute an item within a gameplan”. Alternatively, if you’re hoping to make a substitution throughout a single event (but with multiple recipes), the best approach would be “Substitute an item within a proposal”.


How-to

Substitute an item within a proposal, across all recipes

  1. Click on the hamburger menu in the top right corner of the workroom and select “Shopping List”

  2. Select the pencil icon next to the item you wish to replace throughout the proposal

  3. Search for and select the desired substitution

Substitute an item across multiple events, within a gameplan

  1. Select the desired gameplan within the gameplan menu

  2. Select the pencil icon next to the item you wish to replace throughout the proposal

  3. Search for and select the desired substitution

Update pricing for an ingredient within a single proposal, across all recipes

  1. Select the pencil icon next to the line item to access the “Edit Recipe” menu

  2. Select the pencil icon next to the ingredient you’re updating

  3. Make the desired change to price/unit

  4. Click on the hamburger menu in the top right corner of the workroom and select “Shopping List”

  5. Select the pencil icon next to the item with updated pricing

  6. Don’t make any changes to the selection and click save


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