Catering Management Integration in Dash SaaS

System Setup

When you enter the system setup, it provides sections, which are as follows: Event, Items, Expense Categories

Event

• To create a new event, click the “Create” button at the top of the page and enter the event name.
• The list page displays events with their names. You can click the “Edit” button to modify an existing event or the “Delete” button to remove the event.

Items

• Click the “Create” button at the top of the page and enter the item details, such as Name, Type (appetizer selection, main course selection, dessert selection, or beverage selection), and Price.
• The List page displays the item’s name and type. You click the “Edit” button to modify an existing item or the “Delete” button to remove the item.

Expense Categories

• Click the “Create” button at the top of the page and enter the expense category, such as Name.
• The List page displays the Expense Categories’ names. You click the “Edit” button to modify an existing item or the “Delete” button to remove the item.

Catering Customer

• Once you click the “Create” button, each order appears in a list with details such as full name, email address, mobile number, company name, event date, select the event from the dropdown that connects to the event section in system setup, number of guests, billing address, and dietary restrictions.
• The list page displays the customer’s full name, email address, event date, Catering Event Name, and Number of Guests.
• Use the search and filter functionality for record management. Available actions include View to see complete customer details, Edit to modify customer information, and Delete to remove customer records.

Menu Selections

• After clicking the “Create” button, enter the name of the menu, special requests, or customization, and the price for special requests or customization options will be set.
• The items will be fetched from the “Item” section under System Setup. The total price displayed will be the sum of the selected item’s price. If you add any special requests or customization options, their price will also be included in the total price.
• The list page displays the menu name and the total price.
• Use the search functionality for record management. You click the “Edit” button to modify existing menu information. or the “Delete” button to remove the menu record.

Order Details

• Click the “Create” button to create a new catering order, and fill in the following: Event Location , Venue Requirements, select the Delivery Option from the dropdown (choose either Delivery or Pickup), and select the Customer from the dropdown that connects to the Catering Customers section.
• In the Menu Items section, select the Menu Selection from the dropdown that connects to the Menu Selections module. Once a menu is selected, the system automatically displays the menu items below, showing the package name, description, and available items with their individual prices.
• Enter the Service Charge if applicable, and add any Additional Services required (such as dietary specialists or nutritional information).
• The Order Summary displays the Menu Price and Total amount automatically. Click “Create Order” to save the order.
• The list page displays the Event Location, Event Name, Catering Customer, Menu Selection, Options (which are Delivery or Pickup shown as badges), Payment Status (Draft or Paid).
• Use the search and filter functionality for record management.Available actions include Payment to process the payment for the order, View to see complete order details, Edit to modify order information, and Delete to remove order records.

Catering Payments

• On the Catering Payments page, you can view and manage all catering order payments in a table of columns, including Customer Name, Event Location, Amount, Payment Date, Status (pending, cleared, or cancelled), Reference No.
• In the Actions column, you’ll find actions to manage each payment: click an approved payment to confirm or verify it, and click a rejected payment to delete or reject it if needed. When you click the approved button, the pending payment status will change to Cleared.

Compliance Records

• Click the “Create” button at the top of the Compliance page to add a new compliance record. You will need to enter the following details: selecting a Catering Event from the dropdown, which is loaded from the System system in Event. Inspection Date, Inspector Name, choose from the dropdown: Passed or Failed, Notes.
• The list page displays key information for each record, including: Catering Event Name, Inspection Date, Inspector Name, and Compliance Status.
• You can use the search and filter functionality to quickly find and manage records. Click the “View” button to see compliance record details. You click the “Edit” button to modify existing compliance data or the “Delete” button to remove the compliance record.

Safety Certifications

• Once you click the ‘Create’ button to make a safety certificate, you need to enter details such as selecting a staff member from the dropdown, which is loaded from the Users section in User Management, specifically including only those users whose role is set as “Staff,” certification name, issue date, and expiry date.
• The list page displays the staff name, certification name, issue date, and expiry date. Use the search functionality for record management. You click the “Edit” button to modify existing certification data or the “Delete” button to remove the certification record.

Expense Trackings

• The Expense Tracking page allows you to create and manage all expense-related records. To add a new expense, click the “Create” button in the top right corner and enter the required information: Title, Catering Event selected from the dropdown (loaded from the Event section in System Setup), Date, Amount, Reference Number, and Description.
• The list page displays key details, including the Title, Catering Event Name, Date, Amount, Reference Number, and Status. You can use the search and filter functionality to quickly locate and manage expense records.The Status column displays the current state of each expense: Pending, Approved, Paid, and Rejected.
• For Pending expenses, you can click the “Approve” button to change the status to Approved, the “Reject” button to change the status to Rejected, the “Track” button to view expense tracking details, the “View” button to see complete expense information, the “Edit” button to modify existing expense data, or the “Delete” button to remove the expense record.
• For Approved expenses, you can click the “Mark as Paid” button to update the status to Paid, the “Track” button to view expense tracking details, or the “View” button to see expense information. The Approve, Reject, Edit, and Delete buttons are hidden once the expense is approved.
• For Paid and Rejected expenses, only the “Track” and “View” buttons are available. All modification buttons are hidden once the expense reaches these final statuses.
• To view expense tracking details, click the “Track” button. On the Track Expense page, you can add multiple tracking items. Click “Add Item” to create an item and enter the following details: Category selected from the dropdown (loaded from System Setup under Expense Categories), Amount, and Date.

Marketing Campaigns

• This page helps to create a marketing campaign. and help to increase your marketing rate. First, click on the “Create” button and add all required information, such as campaign name, campaign date, budget, success rate, and target audience.
• The list page displays the campaign name, campaign date, budget, success rate, and target audience. Use the search and filter functionality for record management, edit to modify campaign information, and delete to remove campaign records.