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