CATERING WORKFLOW BEST PRACTICES - EMS Software ?· web app > manage services dashboard > changes print…

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  • CATERING WORKFLOW BEST PRACTICES

    Brandi Cahill

    EMS Software | Director of Professional Services

    September 14, 2016

  • RECOMMENDED WORKFLOW

  • WEB APP > MANAGE SERVICES

    DASHBOARD > CHANGES

    PRINT BEOs

    SEND AUTO INVOICE

    AUTO-SEND FINANCIALS

    3

  • 4

  • 5

  • MANAGE SERVICES: BEST FOR NEW

  • MANAGE SERVICES: BEST FOR NEW

    Configuration > Administration > Categories > Catering > Edit > Enable Use States > visit States tab > OK to save

  • DASHBOARD: BEST FOR CHANGES

  • DASHBOARD: BEST FOR CHANGES

    Configuration > Administration > Notification Rules > New > Service Order > Changes > Pick Recipients > Pick all Rooms > choose Catering

    Category > choose all event types > OK to save

  • TEXT: FOR CHANGES MADE WITH 1 DAY NOTICE

  • PRINT TICKETS FOR THE KITCHEN

    Banquet

    Event Order

    (BEO) report

    Show or hide

    more than

    one catering

    category as

    needed

  • SEND INVOICE AUTOMATICALLY

    Use a group

    notification

    rule to send

    XYZ number

    of days after

    an event

  • SEND INVOICE AUTOMATICALLY

    Use a group

    notification

    rule to send

    XYZ number

    of days after

    an event

    Configuration > Administration > Group Notification Rules

  • AUTO SEND FINANCIAL REPORTS

    New feature

    as of January

    2016 in v44.0

  • AUTO SEND FINANCIAL REPORTS

    New feature

    as of January

    2016 in v44.0

    Reports > Automated Report Delivery > New

  • CATERING WORKFLOW BEST PRACTICES

    Brandi Cahill

    EMS Software | Director Professional Services

    Please complete the survey session in

    the EMS Live! app

    brandi.cahill@emssoftware.com

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