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Knowledge base
Frequently Asked Questions
Schedule a Training session To Learn A Feature on CaterZen
6
Schedule A Training Session / Set Up Session
Refund An Order - When adjusting menu items in the Order
CaterZen Training Roadmap
Quotes: Pending, Confirmed and Declined
Ticket Audit Log
View all 6
Privacy Policy For CaterZen
2
Privacy Policy For CaterZen
Chowly Integration Overview
How Do I Update The Billing Information For My CaterZen Monthly Fee
1
How To Update The Billing Information For Your CaterZen Monthly Fee
How To Access The Full Credit Card Number
1
How To Access The Full Credit Card Number
How To Change A Delivery Fee
1
How To Change A Delivery Fee
How To Delete An Order or Quote
2
How To Delete An Order
How To Delete a Quote
How Do I Log Into CaterZen
3
How to Log Into Your CaterZen Account
2FA Log In
Managing the 2FA Settings and Password
Adding, Editing Deleting Employees
2
How To Add An Employee
Testing
How To Change PDF Password
1
How To Change the PDF Password
How Do I Change Menu Item Information
1
How To Change Menu Item Information
Customers's View of Your CaterZen Account
1
Customer's View of Your CaterZen Account
How To Quickly Change Menu Item Prices
1
How To Quickly Change Menu Item Prices
Refund for An Order
1
Refund for an Order
BrainTree
4
Braintree Account Holders FAQ
How Long Does it take for my Money to be Deposited from Braintree
Which Codes Do I send to connect my Braintree to CaterZen
Codes for Braintree
EZ Cater Module
0
Menu Images
1
Menu Images Warning
Admin tab
General Settings
9
Online Order Settings
Accounting Settings
Edit Credit Card PDF Password
Manage Employees
Edit Admin Account Details
View all 9
Account Settings
9
Customer Notifications
Customer Order Reminder Email
Store Order Notifications - Email Notification
Store Notifications - Fax Notification
Store Notifications - Phone Notifications
View all 9
Marketing Settings
6
Marketing Letter Settings
Loyalty Program
Coupons Explanation For All The Fields You Will Find When Creating A New Coupon
How to Create A Book A Meeting Page
Using Your Book A Meeting Link
View all 6
Global Settings
49
Customer Permissions
Credit Card Processing
Order Entry Settings - Hide Notification Settings
Order Entry Settings - Pre-Select Notification Settings
Order Entry Settings - Row Settings, Anniversary Reminder Setting, Ready Time Setting, Customer Detail Box Setting, Kitchen Ready Time Setting, Coupon Setting
View all 49
Restaurant Locations
15
How To Create a New Location for your CaterZen Account (A New Location Bubble)
Changing Your Location's Basic Information (Your Location's Name Bubble)
How To Change or Add Your Sales Tax Rate (Sales Tax Rate Link)
How To Create Your Online Order Settings (Online Ordering Settings Link)
How To Change or Create Your Catering Hours (Dine In and Pick Up Hours)
View all 15
Menu Settings
24
How To Change Menu Prices
How To Create a Menu
How To Create Menu Categories
How To Add A Menu Item
How To Create Menu Item Add Ons: Options, Extras and Toppings
View all 24
Kitchen and Production Report Settings
7
Food Prep Report
Prep Items Explained
Kitchen Production Report
Simple Menu Item Kitchen Production Formula
Tablet Production Report
View all 7
Room/Private Party Room Booking
5
How to turn on a Room/Private Party Room Booking time frame for your Custom Order Types
How to Customize the Ticket Field Wording for you Custom Order Type Time Frames
How to Add the Custom Order Type Serve End Time and Room Time fields to the Ticket Templates
How does Serve End Time and Room Time look in the Order Entry tab
How to Create A Room/Private Party Room Booking Event Using the Calendar tab
Overview Tab
Functions of the Overview tab
10
Overview Tab Date Range Functions
How To Use The Export Tab In The OverView Tab
How Do I Print the Order Tickets For the Date Range Selected
How Do I Print All Or Choose More Than One Report To Print For An Order
How Do I View All Orders In The Overview Tab
View all 10
Calendar Tab
How to use the calendar tab
4
What are the calendar preferences that I can change?
Explanation of each drop down box found on the Calendar Tab
How Can I Change My Calendar To Show Me Daily - Weekly - Monthly.
How Do I View Orders - Quotes - Activities In The Calendar Tab
CRM Tab
Employee Settings and Permissions
3
CRM: Settings Employee Permissions
CRM Teams: Creating and Assigning Employees
CRM Settings Bubble
CRM Function Overview
5
CRM Icons
Creating a New Task for Contact in the CRM tab
How to View Task Under A Client's CRM Record
Task Completion Flow
Rebooking & Quote Reminders
CRM tab functions
17
How To Look Up An Existing Client, Company or Prospect
How To Create A New Contact
Contact List Icon
Contact Search Icon
Groups found in your CRM Tab
View all 17
Gmail In The CRM
6
How To Connect The Admin Of The Account To Gmail
Add Employees to Google Calendar and Gmail
How To Sync Your CaterZen Calendar To Your Google Calendar
How to Send An Email Through The CRM Tab In CaterZen
To View A Reply From A Customer By Email In Your CRM Tab
View all 6
Order Entry Tab
Order Ticket Explanations
1
Order Ticket Fields Explained
How To Place A Duplicate Order
1
How To Place a Duplicate Order
How To Edit An Order
1
How To Edit An Order
Quotes
4
Quote Function Drop Down Box Links
How To Edit A Quote
How To Convert A Quote Into An Order
How to Create a Custom Quote In the Order Entry Tab-Upgraded Quote Cover Sheet
How To Change Tax / Delivery Fee / Add A Tip / Sort Menu Items for an Order
3
How To Change A Delivery Fee
How To Enter A Tip For An Order
How To Sort Menu Items For An Order
Marketing Tab
Catering Phone Number Settings
6
How to Update Your Catering Phone Line's 'Welcome' Recording
How to Update Your Catering Phone Line's 'Voice Mail' Recording
How to Change the Numbers that Are Called by Your Catering Phone Line
Changing Call Order Settings
How to Change the Dialing Timeout
View all 6
Loyalty Program
6
How to View Your Loyalty Program Members
How to Add Someone To Your Loyalty Program
How To Turn on my Loyalty E-Card Program
How to view the History of my Loyalty E-Card Program
Additional Information on your Loyalty E-Card Program
View all 6
Postcard Campaigns
1
Postcard Templates
Email Marketing
8
How to Create an Email Campaign
How to Use an Email Template
How to Edit/Resend/Delete/Preview/Clone Existing Email Campaign or Email Draft
Uploading an Image to an Email Campaign
How To Delete Out Invalid Email Addresses
View all 8
Sales Tempo Selling System
0
Phone System
0
Marketing Letter Settings
1
How to Turn On Your Marketing Letters
Coupons
1
How To Create a Coupon for Your Marketing Letters
Marketing Calendar Reminders
2
Setting Up Marketing Calendar Reminder Notifications
Using The Marketing Reminder Calendar System
Lighthearted Lunch Post Cards
1
How to Use Lighthearted Lunch Post Cards
Accounting Tab
Invoices & Sales Receipts
5
The Difference Between Invoices & Sales Receipts
How To Access and Print Sales Receipts (Order Tickets and Catering Tickets)
How To Access and Print Invoices
How to Quickly Mark Invoices as Paid
Payments Applied Before the Date of the Event
Closing Out Your Day
1
Daily Accounting: Recording All Payments And Sending Invoices
Collections
1
How To Print and Use The Accounts Receivable Aging Report
Processing Credit Cards Thru CaterZen
1
Which Gateways Can I Use To Have CaterZen Run My Credit Cards
Deposits
4
How To Create A Deposit
How To Apply A Deposit Through the Invoice Link (preferred method)
How To Take A Deposit Through the Payment link
How To Use The Deposit Report
Sales Journal Report
3
Sales Journal Report
Explanation of Payment On Sales Column in the Sales Journal
Detailed Sales Journal (Excel Download)
Pay By Invoice
2
Pay By Invoice - Video
Pay By Invoice - Step by Step
QuickBooks Integration
1
QuickBooks Integration
Sales Tax Reports
2
Sales Tax Report
Sales Tax Data Report
Pre- Authorized Credit Card Changes
1
Pre-Authorized Credit Card Charges
Report Tab
Kitchen & Production Reports
11
Kitchen Production Report
Kitchen Prep Item Label Sheet
Supplier Ordering Report
Order Labels Report
Delivery Schedule Report
View all 11
Sales Report
12
Sales By Event Type Report
Sales By SIC Code Report
Loyalty History Report
Companies by Sales Rep Report
Coupon Usage Report
View all 12
Data Export Report
14
Contact List Report
Company List Report
Delivery Address List
Order List Report
Customer Reactivation Report
View all 14
To Do Reports
2
Activity Disposition Report
Activity List
Account Billing Reports
2
Monthly Fee Payments Report
Monthly Statements - Showing All Charges For Your CaterZen Account.
Tablet Production Report
1
Tablet Production Report
Calls Tab
Phone System
0
Sales Tempo Tab
Sales Tempo Selling System
1
Sales Tempo Module
Delivery Manager Tab
Adding New Drivers
1
How To Add A New Delivery Driver
Driver Settings
1
Working With The Driver Settings
Creating Routes
2
How To Create Delivery Routes & Assign Drivers
Multiple Store Locations for Delivery Routes
The Driver's Mobile Interface
2
Logging Into The Driver's Interface & Viewing Routes
How A Driver Runs A Route With Mobile Interface
Viewing Signatures On Closed Tickets
1
Viewing Signatures On Closed Tickets
Delivery Manager Demo
1
Delivery Manager Demo - video
Delivery Module App
5
Download the CaterZen Driver App
How To Report An App Bug
CaterZen Driver App Explanation
Driver Picture Feature for the CaterZen Driver App
How To View the Pictures and Signature from the Order
Driver Dashboard
1
Driver Dashboard
Venue Manager
Venue Manager
2
How To Create Your Venue Manager List
How To Use The Venue Manager In The Order Entry Tab
Videos
Training Videos
8
Video 1: Overview, Calendar, Accounting
Video 2: CRM tab part 1
Video 3: CRM part 2
Video 4: CRM part 3
Video 5: Order Entry part 1
View all 8
Customer View of CaterZen Software
Customer View of CaterZen Software
3
Current Customers Logging Into CaterZen
New Customers Create Account
Customer Places an Order
BEO
Staffing
1
How To Create Staffing Positions for the BEO tool
Rentals
1
Rental List for your BEO
BEO - create/ use
4
How To Create Your BEO Template
Video on How To Create Your BEO Template
How To Use A BEO Template with an Order
Video of using the BEO Template with an Order
Mobile Order Taking
Mobile Order Taking
5
How To Create A Short Cut Link for the Mobile Order Taking Feature
Different Icons in the Mobile Order Taking Feature
How to use the CRM part of the Mobile Order Taking feature
Taking An Order in The Mobile Order Taking Interface (Customer/Event Info)
Taking An Order in The Mobile Order Taking Interface (Menu Item Entry)
Phone Center Ordering Tool
Phone Center Ordering Tool
2
How Take Orders in your Phone Center Ordering Tool
Logging In / Adding Users for your Phone Center Ordering Tool
Training On EZ Cater Module / 3rd Party Module
EZ Cater Module
4
Training for EzCater
EzCater Sales Journal
EzCater or 3rd Party Sales Reporting and Taxes
3rd Party Order Management
Credit Card and Refunds
Credit Cards
1
Pre-Authorized Credit Cards Manual Payments
