Post on 10-Nov-2018
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