Catering CRM
In catering the job is locked to a date: the menu changes, the headcount moves right up to the last day, the equipment sits on another list — and if one of them slips, the mistake shows not in the kitchen but on site.
An event is a single record with date, time, address, headcount and menu fields. In Rapitek CRM, when the headcount changes the quote lines are recalculated from that same record.
- Run every event in a single record with its date, headcount, menu and delivery time
- Produce the quote line by line according to the menu and the headcount, and follow the revisions
- Tie equipment and staff assignments to the event record
- See events falling on the same day in the calendar and catch capacity clashes in advance
- Keep corporate customers' repeat events together with their history
| Event Record | An event is a single record with date, time, address, headcount and menu fields. When the headcount changes, the quote lines are updated from that same record. |
|---|---|
| Quote and Revision | The quote is produced with its line items under the event; each revision is kept with its own date, and which version was approved sits on the record. |
| Equipment and Staff | Equipment and assigned staff are each a field; the same piece of equipment falling on two events appears in the list, and the rule is defined during setup. |
| Daily Capacity | Events are gathered in the calendar by their date field; the total headcount falling on one day comes out in a report, and the decision to accept is made by looking at it. |
| Corporate Customer History | A company is an account record; its past events, the menus it chose and its agreed price build up under the card, and reach the new quote from there. |
In catering the whole job locks onto a single date, and until that date everything moves: the menu changes, the headcount shifts right up to the last day, the equipment list is kept somewhere else. When one of them slips, the mistake shows not in the kitchen but on site, in front of the guests.
Rapitek CRM turns the event into a single record; the menu, the headcount, the delivery time and the equipment are fields on the same card, and the quote is produced from that record too. Because jobs falling on the same day sit side by side in the calendar, the capacity decision is made before the job is accepted.
The scope of the plans and the items priced separately are written on the pricing page.
