Catering Orders

Written By Natalia Povrozniak (Administrator)

Updated at August 21st, 2024

Table of Contents

Applies to app version 2023.02 with the following features added in the next releases:

  • 2024.01 Default cost codes
  • 2024.02 View switcher
 

👋 Share your feedback with us about this documentation. Highlight a word or a whole paragraph and click the plus icon that appears. We keep improving this knowledge base based on your comments.

In Catering Orders, you can see the list of all orders within the specified date range, for whom this order is, meeting location, date and time of the meeting when the catering service is requested. From here, you can filter by status and task owner, search by name or host, and manage catering orders.

If you change the date for which you want to view catering orders, you can quickly go back to today's orders by clicking the view switcher.

Here, you'll be able to view upcoming and completed orders for today.

Managing catering orders

To manage catering orders, you need to have appropriate permissions. Then on this page, you can do the following:

  • Approve an order (if you have appropriate role permissions).
  • Set the status for a catering task to In-progress. ⚠️ Changing any status for the order closes the window.
  • Mark a catering task as Resolved.
  • Cancel a catering task.

Select an order and click the pencil icon to view it, change the status, or edit order details.

Click Edit Order to view more details about the following:

  • What food is ordered
  • In what quantity
  • Host name
  • Room location
  • When they asked it to be delivered
  • When they've asked it to be cleaned up. If this is not indicated, clean-up time will be set to the associated booking end time.
  • Billing info according to cost codes
  • Internal notes if any, you can add yours
  • Cost

When created, a catering order is assigned automatically to the person or group of persons who are defined as Catering Manager in the booking policy. The person who has the appropriate permission approves it and moves on to processing. Read more about Catering Manager role within booking policies here: Catering Manager and Floor Manager roles.

Change order status by opening the order and using the buttons on the bottom left. There are the following catering order statuses:

  • Approve or decline
  • Cancel it or set as Ready for prep
  • Ready (in time), Ready (late), Cancel order - Charge, Cancel order - No charge
  • Delivered
  • Delivery issue, Cleared up (in time), Cleared up (late)

The status Cleared indicates that the room has been cleaned up and the order is completed.

👋 Share your feedback with us about this documentation. Highlight a word or a whole paragraph and click the plus icon that appears. We keep improving this knowledge base based on your comments.