Catering Sites and Rooms

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
Catering Menus

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 Overview & Security

Catering Overview & Security

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
Catering Settings

Catering Settings

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
Catering Reports

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 Events

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 Calendar

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
Catering Follow Up / Tasks

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 Payments

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 Segments

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