The CaterXpert™ Sales/General Management module lets sales people focus on
selling and be more productive in other tasks. It helps owners and general managers
see the "big picture" of the business.
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Generate more sales proposals by reducing paperwork and minimizing unproductive
admin time. |
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Capture all customer and event-related information—book new events, update
events, view event history, create tastings, and record pertinent notes. |
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Menus may be copied, imported, or built via templates to eliminate time consuming
menu-creation; up to 4 menus can be simultaneously created. |
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Unlimited versioning capabilities for proposals, modifications, etc. with complete
audit trail of changes. |
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Set special instructions and comments for each menu item to inform all personnel. |
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Record all change requests, receipt, approval status, and commitments associated
with changes in work orders. |
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Keeps organized records of all client preferences, special dietary requirements,
and personnel preferences. |
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Generate automatic email alerts to respective departments or individuals when changes
are made to an event. |
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Monitor the on-going status of each event’s work-flow progress via easy to
read color-coded calendar. |
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The billing function allows third party billing, cost adjustments, and versioning
capabilities to manage costs better for sales profitability. |
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Billing data interfaces with popular accounting packages. |
Sales
