How to Place a Catering Order - compasscatering.com · Delivery Information Enter the name for your...

18
How to Place a Catering Order Step by Step Guide

Transcript of How to Place a Catering Order - compasscatering.com · Delivery Information Enter the name for your...

How to Place a Catering Order

Step by Step Guide

Creating an Account

Click here to create a new account

NOTE: Log in emails and passwords are case sensitive

Entering in Your Required Information

Type in all required information

Click on create an account

Placing an Order

2. Click on “Place an Order”

1. Select your location here

Delivery Information

Enter the name for your event

Click icon to bring up the calendar and choose date of event Choose number of delivery

times. Example: breakfast, lunch, and snack = 3

Enter time of each delivery and location

Event & Special Instructions

This is where you can personalize your order, enter in specific details for your order.

This is where you can email several people about this event.

Click on “Save Event”

The Menu

You can search the menu by typing in the search text box or by clicking on the magnifying glass to expand your search to price, servings or by category.

You can enter your quantity of choice and select “Add to Cart” Make sure appropriate delivery time is displayed.

Selecting a Menu Category

Click on the drop down box for a list of menu categories

How to Add an Item to Your Order 3 different ways

Click on the “Drag to Cart” to drag the specific item into the shopping cart

Rapid ordering allows you to enter the quantity amount in the text box and click “Add to Cart”

Or you can click on the item in red to view details on the item and enter in specific comments

Entering in Quantity & Special

Instructions

Enter in special instructions here

Enter the quantity of the item and click “Add to Cart”

If this is an item you like to order frequently you can click “Add to favorite items” and you will view this item on your home page when you log in.

Viewing Your Shopping Cart Click to view cart

Click to repeat order

Click to create a new order

Click to delete current order

Click to empty cart

Change the quantity of a specific item by clicking in the text box or using the + or -

If you no longer need the item in the cart click on the trash can and it will automatically delete it

If everything looks correct in your shopping cart, click Checkout”

You may edit your event information at any time by selecting the “Order” tab

Entering in a Payment

Choose your payment from the drop down options

Enter in your payment information

Click “Continue” to submit payment

To go back to the menu and add more items click “Continue Ordering”

Confirming Your Order

Check to make sure all the information is correct

Submit Order

If everything is correct, click “Submit Order”

If you would like to add more items to this order, click “Continue Ordering”

Continue to Complete Your Order

Click “Continue” to complete your order

Click “View Receipt” to print a receipt of this order

Back to Your Catering Home

As soon as you click on continue you should be brought back to “Your Catering Home” this means the order went through. You should be receiving an email notice.

Back to Your Catering Home

What does the “Status” mean?

1) In Progress = your order has not been submitted to the catering office because you are still working on it. At this point, your order is saved, but not submitted. To submit the order to the catering office, add items to your shopping cart and complete the checkout process. The catering office is not notified of your order until you checkout. Once you checkout, then the order status will change to “Tentative”.

2) Tentative = your order has been submitted to the catering office for review. If the catering office has questions, they will contact you. If everything is fine with the order as submitted, then the catering office will accept the order and your order status will change to “Confirmed”.

3) Confirmed = your order has been accepted by the catering office and will be delivered, as ordered. Once your order has been delivered, the status will change to “Completed”.

4) Completed = at this point, your order has been delivered and will be charged appropriately.