Global Settings

How do I Modify My Custom Quote Cover Sheet - Upgraded Quote Cover Sheet
This article will go over how to modify on your quote cover sheet.   The quote cover sheet will appear before the quote that you have created for your clien...
Wed, Jul 8, 2020 at 4:55 PM
How Do I Turn On My Descriptive Quotes
This article will go over how to turn on your descriptive quotes.   What is the difference in a regular quote and a descriptive quote?   A regular quote wi...
Thu, Jan 28, 2021 at 10:27 AM
Quote Function Drop Down Box Explained
In this article we will go over the 4 links to that are found under the quote function drop down box. 1 - First click on the Calendar tab and then...
Wed, Jul 8, 2020 at 5:17 PM
How To Edit A Quote
In this article we will go over how to make changes to a quote. 1 - First click on the Calendar tab and then click on the Quote you want to view. ...
Wed, Jul 8, 2020 at 5:28 PM
How To Create Your Delivery Zone
This article will go over how to create all the different type of delivery zones.  This will allow you to charge different fees for specific areas.   Note t...
Fri, Feb 5, 2021 at 9:48 AM
How To Convert A Quote Into An Order
In this article we will go over how to convert a quote into an order. 1 - First click on the Calendar tab and then click on the Quote you want to view...
Thu, Jul 9, 2020 at 11:29 AM
Ticket Settings Bubble
This article will go over the difference in the ticket settings.   There are two types of ticket settings.   1 - Order Details page (this is what the emp...
Tue, Jan 12, 2021 at 9:18 AM
Custom Order Types Bubble
In this article we will go over what a custom order type is and how to create a custom order type. By default CaterZen has 3 Base Types of orders:  D...
Tue, Feb 9, 2021 at 11:53 AM
Client / Company Discounts Bubble
There are times you may wish to give an across the board discount to any/all employees from a specific company. To keep from having to remember to manua...
Thu, Jul 9, 2020 at 4:07 PM
Calendar Preferences Bubble
This article will go over how to change settings in your calendar tab.   Please note that you can also find this page by going to the Calendar tab and clic...
Thu, Jul 9, 2020 at 4:45 PM