Catering

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

  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 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