Welcome to the Orders & Quotes FAQ!
This resource pulls together the most common questions around creating, editing, managing, and troubleshooting Orders and Quotes in CaterZen.
Think of this as your quick-answer guide. Each FAQ links to a full article with step-by-step instructions, screenshots and clickable walk-throughs if you’d like more detail.
Orders FAQ
Q: How do I create an order from start to finish?
A: Use the step-by-step Order Entry: The Complete Guide to learn how to add customer details, menu items, delivery info, and payment details.
Q: Can I edit an order after it’s been entered?
A: Yes! Follow Edit An Existing Order for instructions on updating order details, items, or pricing.
Q: What’s the difference between canceling and deleting an order?
A: Canceling is best if the customer may reschedule or if a payment/refund is involved. Deleting should only be used if the order was entered in error. See Cancel or Delete An Order for details.
Q: Can I attach important files (like contracts or permits) to an order?
A: Yes! Learn how in Attach A File To An Order.
Q: Can I see who made changes to an order?
A: Yes! CaterZen keeps an activity log. Check View the Ticket Audit Log for step-by-step instructions.
Q: Can I resend or manually send an order confirmation to a customer?
A: Yes, you can manually send a ticket anytime, even if auto-emails are set up. See Manually Email a Catering Ticket.
Q: Can I save time by copying an old order instead of re-entering it?
A: Absolutely! Duplicating Past Orders (Place Order Again) shows you how.
Q: What options are available in the Order Function Drop-Down box?
A: From emailing tickets to refunds, the drop-down gives you quick access to many actions. Explore Order Function Drop-Down Box.
Quotes FAQ
Q: Can I create a quote or proposal for a customer?
A: Follow the guide in Create a Custom Quote.
Q: Where do I find all my quotes and manage them?
A: You can track, edit, and update quotes in the Overview tab. Learn more in Managing Quotes in CaterZen.
Q: Can I edit a quote once it’s been created?
A: Yes, update details any time. See Edit A Quote.
Q: How do I convert a quote into a live order?
A: It’s simple to turn a quote into a confirmed order when the customer is ready. Steps are in Convert A Quote Into An Order.
Q: What if I no longer need a quote? Should I delete it?
A: You can delete it, but often it’s better to mark it as Declined for record-keeping. Learn how in Delete a Quote.
Need More Help?
If you don’t see your answer here, try searching our full Support Knowledge Base or reach out to our CaterZen Support Team. We’re here to help you keep orders and quotes running smoothly!
Not a CaterZen customer yet? Discover how our catering software can streamline your business—click here to learn more!