Whether youre a new team member or need a refresher, this introductory session is designed to ensure youre comfortable with the day-to-day functions of our Catering solution. Download the form. Budget Description (optional):Enter a description of this budget or what it is used for. CaterTrax Online Ordering. We can discuss your specific requirements on the Catering Rooms Manager build call with your Site Build specialist. Specific information required for billing methods (Cost Center number, Department Name, etc. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. This cookie is set by GDPR Cookie Consent plugin. These cookies will be stored in your browser only with your consent. On the site build call, we will discuss your options for using this solution, as well as answering any questions that you may have regarding set up and ongoing usage of this functionality. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. This website uses cookies to improve your experience while you navigate through the website. This Worksheet has been developed to assist you with defining your requirements for the creation of your floor stockmenu. We look forward to working with you to customize yourCaterTrax site. If looking for a more outside of the box solution to design a custom skin, a scoping call to obtain your requirements, with one of our Solution Consultants would be the next step. The cookie is used to store the user consent for the cookies in the category "Analytics". Order catering without ever leaving your desk. Privacy Policy. This cookie is set by GDPR Cookie Consent plugin. Do you already have a designer or collection of images youd prefer to use on your site? We need an electronic version of your full menu. By leveraging our learned best practices to implement scalable solutions, we enable you to elevate your unique brand of hospitality. Order fulfillment lead time requirements and options, Specific information required for billing (Cost Center number,Department Name, etc. We would create a Statement of Work detailing the costs and time involved and present that to you after we have completed our research with our Graphic and Web Designers based on your requirements. Customers were waiting to hear from me but I was drowning and couldnt keep up! These cookies track visitors across websites and collect information to provide customized ads. The installation and set up of your kitchen printer may require advanced technical knowledge and it is recommended that these steps be performed by an IT professional who has software driver, hardware and networking experience. Imagery is an important part of your custom online ordering solution so we provided a wide selection of images for you to choose from. Your Site Launch Coordinator schedules a personalized integration interview with the Site Build Specialist. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". We use cookies to improve your experience, customize your content and ads, and analyze how our site is used. . CaterTrax has evolved our Online Ordering Experience so your exceptional delivery of hospitality is extended through a website that is innovative and user-friendly. Thank you for selecting the Floor Stock Module. If possible, we prefer your logo in a .jpg format. We will also need to know the email address, job title, and primary phone number. Order fulfillment lead time requirements and options, Specific information required for billing (Cost Center number,Department Name, etc. Note: The 30 day timeline defined above is a sample. . The cookie is used to store the user consent for the cookies in the category "Performance". Here is a list of resources we need toget you started with CaterTrax. If you choose to download the form, you may return it to us by uploading it or emailing [emailprotected]. . CaterTraxs all-in-one catering management software, the TRAX platform, includes powerful modules geared to help you promote, grow, manage and sustain your business. If no build-to level should be displayed for this item, enter NA. Catering Management Software for Caterers, Foodservice Operators, Independent Owner Operators, and Managed Hospitality Providers, Complete the Forms for the Solutions and Add-OnsYou Have Purchased. If needed, a Menu Support Specialist will contact you with questions or suggestions. This website uses cookies to improve your experience while you navigate through the website. Download the form. When I had an issue over a holiday weekend, the on-call support team worked so hard and kept me informed of the progress. (0) Item(s): $0.00. As you work with our Site Build Team, start with the Design Guide below to help customize your CaterTrax solution. We look forward to the opportunity to work with you! Admin Login . These cookies will be stored in your browser only with your consent. We are proud to be your catering service provider. An alternative may be to use a general group email address that may be accessed by multiple persons. From the Chef, to the Baker, the Cold Prep Crew, and Banquet Servers, with CaterTrax everyone can look at the kitchen sheet and know the customers expectations. Dedicated to your satisfaction, all CaterTrax clients have access to our complimentary services including our support team who is available 24/7/365. Examples - XYZ Catering, XYZ Catering at. Providing your menu, logo, and identifying site administrators who will be managing your new CaterTrax solution are integral to getting started. CaterTraxs all-in-one catering management software, the TRAX platform, includes powerful modules geared to help you promote, grow, manage and sustain your business. Send an Email You can reach us at support@catertrax.com Submit a Ticket You can submit a support ticket by logging into your CaterTrax site and clicking on the life jacket icon. The Lofts at Village Gate 274 North Goodman StreetSuite 500Rochester, NY 14607, New Years DayPresidents DayMemorial DayEmancipation DayIndependence DayLabor DayThanksgiving DayDay After ThanksgivingChristmas DayBoxing Day, Copyright 2022, CaterTrax, Inc. All rights reserved. These cookies track visitors across websites and collect information to provide customized ads. In addition to our complimentary resources, CaterTrax education can also create tailored training materials and host interactive sessions just for you, your team, or your customers. Mar 17, 22 (Updated: Jul 23, 22) Our team will optimizeyour site based on the information we gather andyou provide. Return the completed worksheet below or via email to your Sales Executive/Client Success Manager. Specific information required for billing methods (Cost Center number, Department Name, etc. Our old system required us to view requests via an email set up and then enter the information into their system, plus we would need to send them a copy of their invoice. It has been an integral part of our success. I could not have resolved the issue without their help. Each user must have their own unique password and passwords should not be overly generic, such as "catering", password, etc. 3. 1. In addition to the questions below, well cover thefollowing topics: Dont have time to fill out the online form right now? Catering Management Software for Caterers, Foodservice Operators, Independent Owner Operators, and Managed Hospitality Providers, Menu Creation Made Simplewith Menu Services. Some other factors with varied options to discuss on your telephone meeting, as well asany other questions you may have: Dont have time to fill out the online form right now? The cookies is used to store the user consent for the cookies in the category "Necessary". The CaterTrax system allows you to ask your customer for a minimum of two to a maximum of four time fields for each order. Applicable Ordering Module:Use the dropdown to select the CaterTrax solution for which this budget should be available (i.e., Catering, Floor Stock, Take-Out, or Store). The CaterTrax system allows you to ask your customer for a minimum of two to a maximum of four time fields for each order. Order fulfillment lead time requirements and options, Specific information required for billing (Cost Center number,Department Name, etc. These cookies track visitors across websites and collect information to provide customized ads. Account Name: List your account/site name. To log in to the TRAX Platform, you will need to visit your specific CaterTrax site. By clicking Accept, you consent to the use of all cookies. A training specialistwill break down the basics so you and your staffcan get started, engage, and reduce the learningcurve to full productivity. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". Catering Management Software for Caterers, Foodservice Operators, Independent Owner Operators, and Managed Hospitality Providers. Here is a list of resources we need to get you started with CaterTrax. Catering Management Software for Caterers, Foodservice Operators, Independent Owner Operators, and Managed Hospitality Providers, Download IT Professional Installation Guide, Download Site Administrators Installation Guide. Dont have time to fill out the online form right now? Budget Description (optional):Enter a description of this budget or what it is used for. Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. To prepare for our info gathering call, please read through theinformation and questions below, and have the information available to us. Admin Login Order catering without ever leaving your desk. Admin Login . We have added multiple buildings and locationsas our network grew and the CaterTrax team was always there to help us work through these changes every step of the way. GIF, .PNG, .JPEG, or .JPG formats are preferred. During our call well discuss some additional options based on your business, as well as expectationsfor the timing of your site launch. Gone are the days of double checking calendars for missing requests, misunderstood handwritten orders, and missed calls. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. Contact our support team and well be more than happy to help you. Note: The 30 day timeline defined above is a sample. We would not have been able to successfully launch our operation and exceed our targets so quickly without CaterTrax. Download the form. This cookie is set by GDPR Cookie Consent plugin. The content of this website may not be copied in part or full without express written permission from CaterTrax Inc. All violations will be prosecuted to the fullest extent of the law. The number will automatically be replaced by a green checkmark. By providing us with the following comprehensive forms designed for new CaterTrax clients, we can get your solution launched quickly and easily. The content of this website may not be copied in part or full without express written permission from CaterTrax Inc. All violations will be prosecuted to the fullest extent of the law. The content of this website may not be copied in part or full without express written permission from CaterTrax Inc. All violations will be prosecuted to the fullest extent of the law. Our foodservice management solutions will help you manage your on-site catering operation or cafe with tools to save you time and money. It does not store any personal data. I was at the point where nothing else was getting accomplished. Select your menu 3. It does not store any personal data. Once you send your signed quote to your salesexecutive, we can kickoff building your CaterTraxSolution. Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. To allow an order to be placed using this budget when the order total exceeds the available budget balance by a specific percentage, use the dropdown to select Yes. This will appear on your home page along with address and telephone information, and also on your invoices. PDF and .DOC formats are preferred. For example: If you allow a customer to pay by Cost Center, then you would need to have a field for Cost Center Number. Please provide names of anyone who should have an administrative user account along with their desired passwords and access level. This will appear on your home page along with address and catering contact telephone information, and also on your invoices. The cookie is used to store the user consent for the cookies in the category "Performance". Please inform your team members what their user name and case sensitive password will be. Budget Name/Number:List the name/number to appear for this budget in the dropdown after the budget payment method is selected in Step 4 of the checkout process (e.g., A35291, 1051010/ICU, etc.). To prepare for our info gathering call, please read through theinformation and questions below, and have the information available to us. Please fill out the form below in advance of a brief telephone meeting inwhich you will discuss specific set up requirements, and your various options regardingsite settings so we can customize your Floor Stock module options to best meet yourneeds. Please download this document and provide it the IT professional who will assist you. Get the insight you need to forecast future events and ensure profitability. During our call well discuss some additional options based on your business, as well as expectationsfor the timing of your site launch. Site URL:Enter the URL for your TRAX Platform site. The Menu Servicesteam will transform your menu into a convenientuser-friendly online menu that is powered by theTRAX Platform. Analytical cookies are used to understand how visitors interact with the website. This cookie is set by GDPR Cookie Consent plugin. Logos may be displayed on your home page and on invoices generated by your CaterTrax system. End Date:If applicable, enter the date after which the budget is no longer available. But opting out of some of these cookies may affect your browsing experience. Please answer the questions below regarding general settings. The cookie is used to store the user consent for the cookies in the category "Analytics". Visit our Education Services page for access to all of our educational resources including advanced training and Back to Basics. There was a whole different system needed to process credit cards too! We did it. If the product will not be associated with a category, enter NA. Soon youll be able to take theguesswork out of supply management. Once an IT professional completes installation and configuration of your kitchen printer, you are ready to start printing. Par: Enter the build-to level for this item. By providing us with the following comprehensive forms designed for new CaterTrax clients, we can get your solution launched quickly and easily. Mobile Phone. Come one, come all. If no build-to level should be displayed for this item, enter NA. Time, Food Clean up Time. Our flexible platform, exceptional service, and expert support are just a click away. The leading catering management software for North America's largest foodservice management companies EVERYTHING FOR EVERYONE ALL IN ONE PLACE Our catering software enables our clients to streamline orders and operate multiple lines of business efficiently. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. This Worksheet has been developed to assist you with defining your requirements for the creation of your floor stockmenu. Catering Rooms Manager Pre-Integration Form. The content of this website may not be copied in part or full without express written permission from CaterTrax Inc. All violations will be prosecuted to the fullest extent of the law. Take-Out includes To-Go, Meal Replacement, Limited Catering, Cafe Services,andGrocery. To prevent any order from being placed using this budget if the order total exceeds the available budget, use the dropdown to select No. Thank you for selecting the Take-Out solution. Please specify any additional fields that you feel should be required or requested for a one-time customer registration. Download the form. Please provide a detailed description of the payment types that you wish to offer. In each column, replace the words Add Floor Name with the name of a floor or department (e.g.,Oncology, Emergency, 4-3700) to which you will make products available. We will work with you to serve corporate meetings and events, dinner parties, cocktail receptions, socials and much more. The Lofts at Village Gate 274 North Goodman StreetSuite 500Rochester, NY 14607, [emailprotected]Toll Free US: 1 (800) 975-8729, New Years DayPresidents DayMemorial DayEmancipation DayIndependence DayLabor DayThanksgiving DayDay After ThanksgivingChristmas DayBoxing Day, Copyright 2022, CaterTrax, Inc. All rights reserved. Follow these instructions to complete the Budget Management Worksheet. View recorded webinars using the links below. Authorized Customer(s):List the first and last name of any customer who is authorized to use the budget at checkout (An account on the site must already exist in order for budget to be assigned). This cookie is set by GDPR Cookie Consent plugin. Budget Amount:Enter the total dollar amount of the budget as a whole number (e.g., for a $2,000 budget, enter 2000). If you arent sure which solutions you have purchased or havespecific questions about the forms, you can ask our Site Launch Coordinator. During our call well discuss some additional options based on your business, as well as expectationsfor the timing of your site launch with this Take-Out Solution. Specialists can also program automaticupselling, seasonal offerings, and promotionsto create an amazing menu that aligns withyour brand and business goals. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. Slider 1a Slider 2a Slider 3a Slider 4a ), Third party order approval requirements and capabilities (if applicable), Optional field labels and display messages, Any additional / special requirements for your location, Options to be offered for order delivery or pickup, Lead time requirements for order fulfillment, Specific information required for billing (e.g. This website uses cookies to improve your experience while you navigate through the website. Our services andtraining teams have helped thousands of TRAXERS implement and learn touse CaterTrax. Submit your logo. The Lofts at Village Gate274 North Goodman StreetSuite 500Rochester, New York 14607. Our software provides your customers a simplified ordering process and easy-to-use navigation, and is customizable with a theme that reflects your unique brand of hospitality. Congratulations! Dedicated to your satisfaction, all CaterTrax clients have access to our complimentary services including our support team who is available 24/7/365.