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
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 that are due to each Catering Rep based off of the Commission Rates assigned in Catering Settings. Catering Reps names are bolded, with their respective Catering Events shown below their name. Catering Events without Catering Reps assigned will appear at the top of the list. Users have the option of running the report with a new page for each Catering Rep (so as to only display a single Catering Rep’s commissions per page)
Catering Event Profitability
This report will display the profitability of Catering Events filtered by Location over a data range.
The Catering Menu report allows the user to create a report containing all of the Catering Items from a selected Catering Menu. Click here for more information on the Catering Menu Report
Catering Receivables Aging
This report will display the Receivables Aging for all Catering Events that have a Status of Event Complete. The report can be filtered by Location