Catering

Catering Categories allow users to group different Catering Items on their Catering Contracts via the Catering Settings.  Catering Categories are created from within the Catering Item record. Enable Subtotal by Catering Category To subtotal by Catering Categories, you must select ‘Catering Category’ in the Contract Subtotal By field on the Contract tab of Catering Settings as shown below:   Create Catering Categories To create a Catering Category, type the name of the Category in this field and if the Category is new (meaning it has not previously been created), the system will prompt you to create a new Category   Contract … Continued

Catering Items exist in the Catering Module and are the items that will make up the contents of the Catering Menus, and Catering Contracts.  Catering Items can be created three different ways: from an existing Purchased Item / Recipe, from the New Item option in Catering options, and on-the-fly while working on a Catering Event.  We will demonstrate the three methods of Catering Item creation, and detail the Catering Item record. Create a Catering Item The saving of Catering Items is the same no matter how the creation of the Catering Item is initiated, so below we will detail the three methods to create … Continued

Catering Contracts have the ability to be Subtotaled in one of four ways.  This option is set in the Catering Settings.  Click here for more information on Catering Settings To set the Subtotal By setting, a user must have access to Catering Settings.  The following options exist for Subtotal By: None Catering Item Type Catering Category Catering Menu Example Catering Items, Catering Menu, Segments To distinguish between the different Subtotal By options, we will display sample output from a Catering Event that has the following Catering Items, Catering Menu, and Segments   Catering Items: Five Catering Items     Catering Menu: One Catering … Continued

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

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

Overview The Catering Module in Restaurant365 is a complete, integrated, catering solution for you and your organization.  Catering managers will be able to track events and their associated payments and tasks, catering representatives and their customer relationships, and manage and create catering menus and contracts with ease.  To activate the Catering Module, please contact your Sales Representative, or Restaurant365 support (support@restaurant365.net). To get started with catering, follow these setup steps: Request Access to the module by contacting R365 (Sales Rep or Support) Set User security access Catering Manager performs a one-time setup of Catering Settings Item Types – assign the … Continued

On the Catering Settings screen, Item Types, Commission Rates, Event Times, Event Types, Sources, and Catering Contracts can be managed.  Users with the Catering Manager role can access the Catering Settings screen from the Catering option in the top ribbon. Jump to Section: Item Types Assign Item Type Template to Location Commission Times Event Types Sources Contract Item Types On the Item Types tab we will create a template for the item types that will be used in our Catering Events.  In the below image we see the default view of a Item Types template that has yet to be completed.  When … Continued

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 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

  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