Support Center

Schedule a Training session To Learn A Feature on CaterZen 1

• Schedule A Training Session / Set Up Session

Privacy Policy For CaterZen 1

• Privacy Policy For CaterZen

How Do I Update The Billing Information For My CaterZen Monthly Fee 1

• How To Update The Billing Information For Your CaterZen Monthly Fee.

Handling Payments & Credit Cards 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 1

• How Do I Log Into CaterZen

Adding, Editing Deleting Employees 1

• How To Add An Employee

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

General Settings 7

• Online Order Settings
• Accounting Settings
• Edit Credit Card PDF Password
• Manage Employees
• Edit Admin Account Details

See all 7 articles

Account Settings 8

• Customer Notifications
• Customer Order Reminder Email
• Store Order Notifications - Email Notification
• Store Notifications - Fax Notification
• Store Notifications - Phone Notifications

See all 8 articles

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

See all 6 articles

Global Settings 28

• 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

See all 28 articles

Restaurant Locations 14

• How to create a new location for your CaterZen account (A New Location Bubble)
• Changing your locations basic information (Your locations 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)

See all 14 articles

Menu Settings 19

• 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

See all 19 articles

Kitchen and Production Report Settings 6

• Food Prep Report
• Prep Items Explained
• Kitchen Production Report
• Simple Menu Item Kitchen Production Formula
• Tablet Production Report

See all 6 articles

Functions of the Overview tab 9

• 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

See all 9 articles

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 functions 17

• How To Look Up An Existing Client, Company or Prospect
• CRM Icons
• How To Create A New Contact
• Contact List Icon
• Contact Search Icon

See all 17 articles

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

See all 6 articles

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 A 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 4

• How To Change A Delivery Fee
• How To Change The Tax Rate For A Specific Order
• How To Enter A Tip For An Order
• How To Sort Menu Items For An Order

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

See all 6 articles

Loyalty Program 2

• How to View Your Loyalty Program Members
• How to Add Someone To Your Loyalty Program

Postcard Campaigns 1

• Postcard Templates

Email Marketing 5

• How to Create an Email Campaign
• How to Use an Email Template
• How to Edit/Resend and Existing Email Campaign
• Uploading an Image to an Email Campaign
• How To Delete Out Invalid Email Addresses

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

Invoices & Sales Receipts 4

• 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

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 1

• Sales Journal Report

Pay By Invoice 2

• Pay By Invoice - Video
• Pay By Invoice - Step by Step

Kitchen & Production Reports 9

• Kitchen Production Report
• Kitchen Prep Item Label Sheet
• Supplier Ordering Report
• Order Labels Report
• Delivery Schedule Report

See all 9 articles

Sales Report 11

• Sales By Event Type Report
• Sales By SIC Code Report
• Loyalty History Report
• Companies by Sales Rep Report
• Coupon Usage Report

See all 11 articles

Data Export Report 14

• Contact List Report
• Company List Report
• Delivery Address List
• Order List Report
• Customer Reactivation Report

See all 14 articles

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

Phone System 0

Sales Tempo Selling System 1

• Sales Tempo Module

Adding New Drivers 1

• How To Add A New Delivery Driver

Driver Settings 1

• Working With The Driver Settings

Creating Routes 1

• How To Create Delivery Routes & Assign Drivers

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 2

• How To Create Your Venue Manager List
• How To Use The Venue Manager In The Order Entry Tab

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

See all 8 articles

Customer View of CaterZen Software 4

• Current Customers Logging Into CaterZen
• New Customers Create Account
• Returning Customer Places an Order
• New Customer Placing First Order

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