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Knowledge base
Frequently Asked Questions
Schedule a Training session To Learn A Feature on CaterZen
5
Schedule A Training Session / Set Up Session
CaterZen Training Roadmap
Quotes: Pending, Confirmed and Declined
Ticket Audit Log
Brief Overview of Kitchen Production Report Training Session
FAQs
2
FAQ - CRM Tab
FAQ - Accounting Tab
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 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
Menu Images
1
Menu Images Warning
Admin Tab
General Settings
10
Online Order Settings
Accounting Settings
Edit Credit Card PDF Password
Manage Employees
Edit Admin Account Details
View all 10
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
8
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 8
Global Settings
42
Customer Permissions
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
Order Entry Settings - Event Types
View all 42
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
25
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 25
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
9
Overview tab Review
Overview Tab Date Range Functions
How Do I View All Orders In The Overview Tab
How Do I View All Quotes In The Overview Tab
How To Use The Export Tab In The OverView Tab
View all 9
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
CRM Tab Overview
3
CRM Essentials for CaterZen Users
CRM Task Management - The Ultimate Guide
CRM - Notes List: Maximizing Efficiency
CRM Functions
9
CRM – Icon Reference Guide
CRM Customer Records - Add, Edit and Search Contacts
CRM Data Management – Import, Merge, and Delete Contacts
CRM Financials – Managing Stored Credit Cards & Tax‑Exempt Status
CRM - Uploading Documents to a Customer Record
View all 9
CRM/Gmail/Google Calendar Integration
2
CRM - How to Set Up Google Integration
CRM - Send and Track Emails in the CRM Tab
Order Entry Tab
Orders
9
Order Ticket Fields Explained
How To Place a Duplicate Order
How To Edit An Order
How To Change A Delivery Fee
How To Enter A Tip For An Order
View all 9
Quotes
5
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 Delete a Quote
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
Accounting Tab - General Overview
2
Accounting Essentials for CaterZen Users
Daily Accounting: Recording Payments and Sending Invoices
Deposits, Invoices, Catering Tickets and Sales Receipts
4
Managing Deposits/Payments: Creation, Application, and Processing
Invoices & Sales Receipts: How to Access, Print, and Differentiate Them
Pay By Invoice - Step by Step
How to Quickly Mark Invoices as Paid
Processing Credit Cards Thru CaterZen
3
Automated Credit Card Processing in CaterZen
Pre-Authorized Credit Card Charges
Manual Credit Card Processing in CaterZen
Refunds and Credit Memos
2
Understanding Credit Memos
Processing Refunds in CaterZen
Accounts Receivable and Aging
2
Accounts Receivable Aging Report
Understanding House Accounts in CaterZen
Daily Sales Journal and Tax Reporting
3
Sales Journal Report: A Comprehensive Guide
Sales Tax Report - User Guide
Sales Tax Data Report - User Guide
QuickBooks Integration
1
QuickBooks Integration
Reports 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
Burq
0
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 Shortcut 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
