1. Go to Catering > Proposal Settings > Templates and click Create New Template.
2. Fill in Template's Name (required) and Template's Sub-Title. The form marks both fields as required in your browser, but only the name is enforced when you save — a blank sub-title will still save.
3. Leave Is Active? switched on if the template should be offered when staff create a new event.
4. In Selected Meals, click Select Meals, tick the meals you want, choose portions and quantities in the Available Portions pop-up and confirm.
5. In Invoice Items (Custom Charge module), click Add a New Service and type the service name, quantity, unit and unit price.
6. In Selected Labor & Equipment (Expenses module), click Select Labor & Equipment, set quantity and hours for each item and click Save Expenses.
7. Click Save. You stay on the template's own page; the message Done! confirms the save.

If you leave the name empty you get the error Please choose a name.