CATERING WORKFLOW BEST PRACTICES - EMS Software · web app > manage services dashboard > changes...

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CATERING WORKFLOW BEST PRACTICES Brandi Cahill EMS Software | Director of Professional Services September 14, 2016

Transcript of CATERING WORKFLOW BEST PRACTICES - EMS Software · web app > manage services dashboard > changes...

Page 1: CATERING WORKFLOW BEST PRACTICES - EMS Software · web app > manage services dashboard > changes print beos send auto “invoice” auto-send financials 3

CATERING WORKFLOW BEST PRACTICES

Brandi Cahill

EMS Software | Director of Professional Services

September 14, 2016

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RECOMMENDED WORKFLOW

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WEB APP > MANAGE SERVICES

DASHBOARD > CHANGES

PRINT BEOs

SEND AUTO “INVOICE”

AUTO-SEND FINANCIALS

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MANAGE SERVICES: BEST FOR NEW

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MANAGE SERVICES: BEST FOR NEW

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

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DASHBOARD: BEST FOR CHANGES

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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

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TEXT: FOR CHANGES MADE WITH 1 DAY NOTICE

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PRINT “TICKETS” FOR THE KITCHEN

• Banquet

Event Order

(BEO) report

• Show or hide

more than

one catering

category as

needed

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SEND “INVOICE” AUTOMATICALLY

• Use a group

notification

rule to send

XYZ number

of days after

an event

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SEND “INVOICE” AUTOMATICALLY

• Use a group

notification

rule to send

XYZ number

of days after

an event

Configuration > Administration > Group Notification Rules

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AUTO SEND FINANCIAL REPORTS

• New feature

as of January

2016 in v44.0

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AUTO SEND FINANCIAL REPORTS

• New feature

as of January

2016 in v44.0

Reports > Automated Report Delivery > New

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CATERING WORKFLOW BEST PRACTICES

Brandi Cahill

EMS Software | Director Professional Services

• Please complete the survey session in

the EMS Live! app

[email protected]