This article will go over how to use the Venue Manager. The Venue Manager will allow you to better manage of any catering, full service or drop-off to a delivery location shared by multiple catering clients. You will be able to see a list of the different delivery locations that you deliver to without having to type out the full address for each client. This beneficial for Churches, Banquet Halls, Doctor Offices, Hotels, Bridal Venues and etc. Please note that the Venue Manager is only for the Marketing Pro Plus packages.
At the bottom of this article is the video on how to create an address for the Venue Manager and then how to use when placing an order.
Below are step by step instructions on how to create an address for the Venue Manager and then how to use when placing an order.
Here is a video on how to create your Venue Manager list
Here are step by step instructions on how to create your Venue Manager list
1 - Click on the More tab and then the Venue Manager link.
2 - The next page that will appear will show the list of Venue's that you deliver to.
3 - You can search for a specific location by using the Search Bar. Note you can Search by Name - Contact - Phone
4 - Here is where you can Add a New Venue to the list
Once you click on the the Add new Venue tab a pop up box will appear where you can fill in the venue's information
Note that any General Note will appear under the Special Instructions box in the Order Entry tab and the Order Details Ticket
Note that any Delivery Notes will appear next to the Delivery Address in the Order Entry tab and the Order Details Ticket
NOTE that once you have created a new Venue Address you will need to assign locations. By default no locations will be added. Please see Step 5C on how to assign locations.
5 - Under each venue you have 5 action types: View Orders For This Venue - View/Edit this Venue - Assign Locations - Delete this Venue - Use Venue
A - If you want to see a list of the orders that have been placed for a venue in the past click on the View Orders For This Venue icon
Once you click on this icon the list of past orders will appear
From here you can Print - Download - view in Excel - Email the report
Note you can also View More Details for the order - this will show you exactly what was ordered for the catering
If you want to place an order for the venue you can click on the Use Venue tab
B - If you need to change the contact information for the venue click on the View/Edit this Venue
C - Assign Locations - If you have multiple locations in your account; you can choose the locations that you will allow delivery to for each Venue location. NOTE: that once you have created a new Venue Address you will need to assign locations. By default no locations will be added.
Once you click on the Assign locations icon you will see a list of the locations in your account
If you do not want a location to appear then click the x icon next to the location name and then click the Save tab.
If you need to add a location - click inside the white box and all locations will appear.
D - If you need to delete a venue use the Delete this Venue icon
A pop up Box will appear making sure this is what you intended to do.
E - If you want to place an order for a venue click the Use Venue tab.
You will then automatically be taken to the Order Entry tab.
Below is a video of how to use the Venue Manager: