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- Catering Order Management
- Process
- Enquiry and review
Enquiry and review
Take an event enquiry from draft to a recorded decision.
Step by step
-
Draft enquiry Event Coordinator
Event Coordinator records the client, billing party, event date, headcount and total on an order at Draft.
- Create the order with client and billing party.
- Updates Catering orders, Event clients
-
Menu planning Event Coordinator
Event Coordinator links menu selections and checks guest counts before sending the order for review.
- Attach selections, counts and prices.
- Updates Menu selections, Menu items
-
Enquiry review Catering Approver
Catering Approver checks the current revision and records an Approved, Rejected or Returned For Revision decision with a reason. Event Coordinator confirms the order only after checking the decision.
- Record the decision and source revision.
- Updates Catering orders, Approval decisions
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Event Coordinator
- , Catering Approver.
Set up Catering Order Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.