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What This Does

When you open a quote, the menu groups and any packages appear in your account's default order. A "menu group" is a menu header if you use them (for example "Morning tea" or "Lunch"), or a category if you don't. Sometimes a particular event reads better in a different order — you might want a package listed first, or the canapés above the mains for one client. You can now rearrange them on that quote alone, and the new order shows on the customer's quote and PDF.

How to Reorder

Open the quote to its order view (the internal view you see when editing a quote — not the customer's copy). Hover over a menu group heading or a package row and a drag handle (a small six-dot grip) appears just to its left.

• Menu headers or categories — grab the handle beside a menu group heading (a menu header if you use them, otherwise a category) and drag the whole group up or down.
• Packages — grab the handle beside a package row and drag it into position within the packages list.

The new order is saved automatically as soon as you drop it — there's no separate Save step for the arrangement.

It Only Affects This Quote

Reordering here changes this one quote and nothing else. Your other quotes and your account-wide default order are untouched. If instead you want to change the order that every future quote uses, set the default from Settings — see Changing Item Order, which covers reordering menu headers, categories and items from your settings.

Good to Know

• The drag handles stay hidden until you hover, so they never clutter the quote — just move your cursor over a category or package to reveal them.
• Dragging is available on a larger screen. On a phone the handles aren't shown.
• Your customer never sees the handles — they only see the finished order you've set on their quote and PDF.