Welcome to your complete guide for everything related to Order Entry in CaterZen! Think of this as your one-stop table of contents for creating, managing, and editing orders. Whether you’re just getting started or looking for a refresher, this guide will point you in the right direction with step-by-step instructions and helpful links. Check out the sections below to find exactly what you need:
Orders
Everything you need to know about creating and managing catering orders:
Learn the full process of entering catering orders, from adding customers to finalizing payments:
Make changes to an order that has already been entered, including items, delivery details, or notes:
Understand when to cancel vs. delete an order and the steps to do it correctly:
Attach important documents like contracts or purchase orders directly to an order:
See every update to an order, including who made the change and when:
Send an order ticket to a customer anytime, whether for a resend, an update, or an additional recipient:
Save time by copying past orders for repeat catering events:
Explore all the additional tools available through the order function menu:
Quotes & Proposals
Turn catering requests into quotes, manage them, and convert them to orders when ready:
Create professional, customized proposals with cover sheets and detailed items:
Keep track of all active and past quotes so nothing slips through the cracks:
Update details on an existing quote before it becomes an order:
Convert a customer-approved quote into an order without re-entering information:
Remove old or unused quotes when needed.
These guides are packed with step-by-step instructions, pro tips, and screenshots to help you breeze through your order entry tasks. Jump into any section to get started!
For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.
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