Creating a New Catering Order

Feature Overview

New catering orders can be created directly from the Katalyst dashboard — whether a customer calls in, emails, or visits in person to book an event. The catering order form captures all the details needed to plan and execute the event: customer information, event specifics, and the full menu order.

Prerequisites / Requirements

• Your account must have Catering edit permissions.
• The Catering feature must be enabled for your restaurant. Contact [email protected] if it is not visible.
• A Revenue Center must be active and selected.

Step-by-Step Guide

1. On the Catering page, click the + Add button or the equivalent create button in the top toolbar.
2. The catering order creation form opens. Fill in all relevant sections:
   • Customer information — customer name, phone number, and email address
   • Event details — event date, time, number of guests, and event location or notes
   • Order items — add menu items, quantities, and any item-level notes or substitutions
3. Review all entered information for accuracy before saving.
4. Click Save to create the order.
5. The new catering order will appear in the Catering list immediately, ready for further editing or printing.

Common Troubleshooting / FAQs

Q: I do not see a + Add button on the Catering page. Your account may only have Catering view permission. Creating new orders requires Catering edit permission. Contact your restaurant manager to have the appropriate access granted.

Q: I saved a new catering order but it is not appearing in the list. Confirm the correct Revenue Center tab is selected — the new order was created for the currently active Revenue Center. If you are on a different tab, switch to the one that was active when you created the order.