1. Catering Order Management
  2. Get started
Get started

Get Catering Order Management running in four steps.

Prepare a representative catering event and rehearse its handoffs.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Catering Order Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Catering Order Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and set up Catering Order Management with your catering company and named staff. Assign an Event Coordinator, Catering Approver, Kitchen Lead, Venue Coordinator and Billing Specialist to the pilot.

Prepare the first operating cycle

Create a client with its venue delivery address, a separate billing party if needed, and menu items with per-person prices. Enter a draft event order with its headcount and selections. Review the order revision, record an approval decision, then run preparation, dispatch, venue handoff and setup against that order.

Review before release

Check the client, billing party, venue address, guest counts, order total and payment evidence. Rehearse an exception and a returned decision. Ask each receiving owner to find the event from their own screen and explain the next action.

Set up Catering Order Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started