Catering Delivery (1520)
Catering Delivery Tracking
Bakeries, restaurants, and other businesses in the service industry may offer caterings for customers’ events and gatherings. Revel’s catering module allows these businesses to upload these orders onto their POS, in order to accurately record their sales while providing a way to keep track of the dates to prepare and deliver these orders.
To set up catering, log into the management console, click on Settings--> Settings (Advanced) --> Advanced POS Settings, and check the box marked "Catering Delivery Tracking." This will enable the catering functionality across all POS stations. Scroll down, click save, and refresh your POS stations for the setting to take effect.
A Note on Menu Setup
Although not necessary, modifications should be made to the POS menu to reflect differences in prices for your catering menu items. Usually, clients will create the same item twice, for example:
Greek Salad $4.50
Greek Salad $35
The first Greek Salad is meant to be sold individually, and may be categorized under a general Menu. The second salad may be categorized under a separate Catering Menu to prevent any mistakes in entering orders on the iPad POS Platform.
Moreover, the catering version of products (in this case, the Greek Salad) may be priced at $0.00 and then enabled with price override, so employees or managers have the ability to charge a specific amount for small to large orders without having to create multiple catering versions of the products. (To see how Price Override works, please click here)
To take a catering order on the POS Platform, add items to the order just for a regular order. Then, tap Dining Options on the bottom left hand side of the screen, and when prompted, select Catering. Then tap OK.
Afterwards, the screen will prompt to select delivery dates and times. Clients can choose to assign separate delivery dates to individual products, or choose to select one date for the entire order.
The next screen will prompt you to select a customer to associate with the order. Filter and/or select the customer to be attached to the order, and then tap To Order.
Once the details have been updated, clients should use the invoicing feature in order to convert the order into an invoice and collect any applicable deposits. To see how Invoices are enabled and how to accept Deposits on the POS, please click here.
Clients can choose to Hold or Send the invoice at anytime.
Active Catering Orders
On the POS:
Tap on the Orders button and select Catering Delivery. Note that there are several options available to customize the catering view.
Dates – Clients can view catering orders whose delivery dates were set to the day prior, that day (for any outstanding catering orders due today), those for tomorrow, as well as view for all catering orders, both active and inactive, placed for the current week, current month, or all catering orders set to a future date.
View Active/Complete – This will toggle between the views of active or complete orders. To mark an entire order as complete, simply tap in the Complete checkbox to mark it complete. Note that it is possible to mark individual items in the order as being complete by tapping on the Expand All button to the right.
Expand All View
Group by Item/Expand All/Group by Order:
Group by Order – selected by default, displays all catering orders by order number.
Expand All – shows all products associated with that particular order
Group by Item – arranges all entries by item; useful for kitchens that may want to make a large batch of a particular product to fulfill multiple orders simultaneously.
Clients can tap on a line item at anytime to pull up a quick view of the order on the right of the screen, including delivery dates and other items on the order.
To pull up a Catering Order from this view, tap on the Order to pull the information, and then on Go To Order button on the bottom right. This will bring up the Order on the POS screen.
To complete a Catering Order, remember to revert the Invoice back into an Order by tapping on the Invoice button. Once it is reverted to an order, payment can be tendered for the remaining amount due, and then closed out by pressing Done.
On the management console:
Clients are able to pull up a similar Catering report on the management console under Reports > Other Reports > Catering Delivery.
Note that this Catering report is meant to be used for reference only. To mark orders as complete, to take deposit on a catering order, or any other action done to an order must be done on the POS Platform.