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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:

catering-categories-settings

 

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

catering-categories-create

 

Contract Layout with Subtotal By Catering Categories

When generated, the Contract will have the following appearance when Subtotal By Catering Categories is selected in Catering Settings (Catering Categories in red):

catering-categories-contract-view

Click here for more information on Catering Contracts: Subtotal By

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