This article is part of the Catering Module documentation.  Click here for more information on the Catering Module and Catering Events



The Action menu on the Catering Event record allows a user to perform numerous actions in preparing and finalizing Catering Events.


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1) Copy Other Event - This option allows the user, upon creating a new Catering Event, to copy the selected contents of a previous event to this newly created event.  To do so, select the event in the Select Event drop down.  Then check the boxes that you wish to copy from the Selected Event.  To finalize and initiate the copy, click OK.


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2) Create Final Bill - When a Catering Event is complete and you need to send a Final Bill to the Customer, you can Create Final Bill using this option.  The prompt will ask the user to enter an Invoice Date (this will set the date of the final bill on the AR Invoice).  To create the bill, click OK


catering-event-record-action-final-bill


Print Sub-menu - All of the Print actions will open a new tab where a report will be generated.  The user will then have the option to physically print the report, or export it to a desired format


3) Quote - A Catering Quote will be generated containing all information found in the General, and Details tabs of the Catering Event Record

4) Contract - A Catering Contract will be generated containing all information found in the General, Details, and Contract tabs of the Catering Event Record

5) Event Statement - This action will open a new tab where an Event Statement will be generated.  Event Statements contain a list of all Payments Expected, and Payments Received

6) Packing Slip - Packing Slips are used for internal purposes and resemble the Catering Contract that is provided to customers.  In addition to the information found on the Catering Contract, the Packing Slip will contain the Notes to Event Manager found on the General Tab of the Catering Event


Email Sub-menu - All of the Email actions will produce a prompt where the email address(es), subject line, and email body can be provided.  The email will be sent from the email address for the user that is logged in to the system, and the selected action (quote, contract, event statement) will be included as a PDF attachment.  User Email Settings are required to use the Email function.  Click Send to send the email / selected attachment


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7) Quote - A Catering Quote will be generated containing all information found in the General, and Details tabs of the Catering Event Record

8) Contract - A Catering Contract will be generated containing all information found in the General, Details, and Contract tabs of the Catering Event Record

9) Event Statement - This action will open a new tab where an Event Statement will be generated.  Event Statements contain a list of all Payments Expected, and Payments Received