Colin Blair | Restaurant365 Customer Center

Catering Reports

Four new reports have been created for the Catering Module: Catering Commissions, Catering Event Profitability, Catering Menu, and Catering Receivables Aging. Each of these reports can be access via the My Reports page. Ensure that users that need access to the Catering Reports have had their Report Favorites updated to include these new reports. Click here for more information on updating / defining User Report Favorites Catering Commissions This report can be ran over a date range. Within the report, Catering Event Status can be selected (all Status types are selected by default). The report will generate the Commissions … Continued

Catering Menus

Catering Menus can be created to quickly and easily add Catering Items to Catering Events, as well as to produce a formatted Catering Menu report Jump to Section: Create Catering Menu Catering Menu Record Subheadings in Catering Menu Use a Catering Menu Catering Menu Report Create Catering Menu To create a Catering Menu, hover over the Catering option in the top ribbon and select New Menu Catering Menus are made up of Catering Items. Click here for training on how to create Catering Items. Once you have your Catering Items created (or if you plan on creating the Catering Items … Continued

Catering Sites and Rooms

Catering Sites are event sites that are used in Catering Events. A Catering Site can be assigned to a Catering Event. Catering Rooms exist within a Catering Site. When selecting a Catering Site on a Catering Event, a user will then have the option of selecting (or creating) a Catering Room associated with that Catering Site. Create A Catering Site To create a new site, hover over Catering and select New Site in the top ribbon. Additionally a new Catering Site can be created from within the Catering Event record by typing in a Catering Site that has not previously been … Continued

Flash Report

The Flash Report gives users a consolidated report that provides several key metrics for each of their Locations, including Sales, Labor Costs, Discounts and Comps. The Flash Report is located in the ‘Operational Analysis’ section of ‘My Reports’, and is titled ‘Flash Report’. Similarly to all reports located in ‘My Reports’, the ‘Flash Report’ can be ran manually. Additionally, Flash Reports can be delivered automatically, in a daily email. To set up Daily Flash Report emails, please contact Restaurant365 Support and provide the following information: Restaurant365 URL (https://groupname.restaurant365.net) All recipient email addresses Flash Report Detail Explanation The Flash … Continued

Autonumbering

In Resaurant365, unique identifiers are important for numerous reasons. To allow for the easy creation of unique records, many transactions have an Autonumbering feature that is managed under the Administration section of the Accounting Module. When selected, the Autonumbering Next XX # (1) will be displayed next to the Prefix (if any) (2) as shown below. To save any adjustments to the next number, or prefix, be sure to click the Submit button to the right of each Autonumbering line item.

Catering Events

Catering Events are what drives all activity in the Catering Module. Events are where your Catering Representatives will track catering opportunities from Prospect all the way to Complete. Catering Events appear on the Catering Calendar and the Catering Event list view. Jump to Section: Create Catering Event Catering Event Record Status General Details Payments Tax and Charge Totals Follow Up Shifts Contract Action Create Catering Event A user can create a Catering event in one of two ways: from the Catering options in the top ribbon, or by double clicking on a specific date in the Event Calendar. Each option will open … Continued

Catering Segments

Catering Events have Catering Segments to separate multiple meals / segments throughout the event. These are customizable fields that the user can create as needed. Segments appear on the Details tab of the Catering Event record. Catering Menus and Catering Items are added to Segments via the Add from Menu, Select Item, and Create Custom Item buttons/selectors. Click here for more information on Catering Menus, and here for more information on Catering Items New Event Default Segment By default Segment 1 is generated when a new Catering Event is created as shown below: Edit a Segment To edit the … Continued

Catering Payments

Catering Events have Catering Payments that allow the user to create and manage Payments Expected, and then record Payments Received as Accounts Receivable Payments. The main distinction between Payments Expected and Payments Received is that the values in Payments Expected do not appear anywhere else in the system. Expected Payments are used exclusively in the Catering Event record for Catering Reps to track payments that are due, along with the order, and amount in which they will be paid. Legend: 1) Payments Expected – Payments Expected appear on the left of the Payments tab 2) Payments Received – Payments Received appear on the … Continued

Catering Follow Up / Tasks

Inside each Catering Event, users have the ability to create Tasks for the Catering Event, as well as add Notes regarding the Catering Event. This is accomplished on the Follow Up tab of the Catering Event record. Create a Task To create a new Task, click the New Task button on the Follow Up tab. This will open a prompt where the user can enter the Task Title, Due Date, State/End time, Assignee, and any Details or Comments pertaining to that Task Task List As Tasks are populated, they will fill the Task List with some quick glance … Continued

Catering Calendar

The Catering Calendar displays all previously created Catering Events in a Month, Week, or Day calendar format. Events are displayed based on selectable filters, and are classified by color (with each color representing the Catering Event Status). From the Catering Calendar a user can also create a new Catering Event by double clicking on the desired event date. Calendar Filters & Views Legend: 1) Status – This filter allows the user to filter only on selected Catering Event Status. Click here for more information on Catering Event Status 2) Catering Rep – This filter allows the user to filter only … Continued

Author Archives: Colin Blair