This Worksheet has been developed to assist you with defining your requirements for the creation of your floor stockmenu. During our call well discuss some additional options based on your business, as well as expectationsfor the timing of your site launch. The cookies is used to store the user consent for the cookies in the category "Necessary". A training specialistwill break down the basics so you and your staffcan get started, engage, and reduce the learningcurve to full productivity. These cookies ensure basic functionalities and security features of the website, anonymously. New clients benefit from a Site Launch program that includessetup and configuration assistance, consulting, technology guidance, andvirtual training. Welcome to Your Online Catering System Roosevelt University. The cookie is used to store the user consent for the cookies in the category "Performance". Provide your menu. Please try again. If you choose to download the form, you may return it to us by uploading it or emailing[emailprotected]. Imagery is an important part of your custom online ordering solution so we provided a wide selection of images for you to choose from. Learn more about our Take-Out solution, a suite of functions that can help you add revenue streams and take your operation to the next level with pick-up and delivery support. . Create your menu 3. Learn how to use the mass email tool, send tracking messages and the best practices for interacting with customers. Thank you for selecting the Catering Rooms Manager solution. Mobile Phone. Submit a high quality, high resolution image file of your logo. Please inform your team members what their user name and case sensitive password will be. We will discuss optional functionality during the integration meeting. Our team will optimizeyour site based on the information we gather andyou provide. You also have the option to opt-out of these cookies. We will work with you to serve corporate meetings and events, dinner parties, cocktail receptions, socials and much more. Sign in to your account to start a new order or manage your existing orders, or get started by registering for an account Last Name Email Need an Account? The call will also give you anopportunity to ask any questions you may have. 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. Toprepare for our info gathering call, please read through the questions and have the informationwe need handy. These cookies track visitors across websites and collect information to provide customized ads. Use the documents below to review and select the images that fit your businesses brand best. Need to get up and running even faster? Name, Phone Number, Password, and Email are all required. This information will help the CaterTrax team set up the budgets and associate them with customers. This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". Start Date:If applicable, enter the date on which the budget is first available (optional). Your CaterTrax site has launched and will start bringing your catering operation more clients. Order fulfillment lead time requirements and options, Specific information required for billing (Cost Center number,Department Name, etc. Before CaterTrax, I met or spoke with every client that booked with us personally and then I manually entered their contract into our old operating system. You will be made aware of orders from the CaterTrax system whether you receive email notification, or not. During our call well discuss some additional options based on your business, as well as expectationsfor the timing of your site launch. Logos may be displayed on your home page and on invoices generated by your CaterTrax system. If possible, we prefer your logo in a .jpg format. An alternative may be to use a general group email address that may be accessed by multiple persons. Dedicated to your satisfaction, all CaterTrax clients have access to our complimentary services including our support team who is available 24/7/365. No problem! But opting out of some of these cookies may affect your browsing experience. 1. We use cookies to improve your experience, customize your content and ads, and analyze how our site is used. Our solutions are built for foodservice companies large and small, allowing you to stay focused on what mattersyour customers. No problem! Basically equivalent to read-only access, and may be useful for kitchen managers, bookkeepers, or anyone who might need to know order status and information without the ability to make any changes to orders or site settings. Start Planning Your Customer Roll-Out. As you work with our Site Build Team, start with the Design Guide below to help customize your CaterTrax solution. This should be submitted in an image file. 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. 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. Elements. Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. Menu Creation Made Simplewith Menu Services. Great system that allows us to operate multiple platforms for ordering (Catering, Individual Units, Pizza Operation). All data is captured in our platform and processed through automated workflows. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Mix and match functions to find the best fit for your business. Here is a list of resources we need to get you started with CaterTrax. Time, Food Clean up Time. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. In addition to the questions below, well cover the following topics: This field is for validation purposes and should be left unchanged. .PDF and .DOC formats are preferred. These are the earliest and latest service times available for your customers to select, such as 6:00 am 7:00 pm, etc. Download the form. Please answer the questions below regarding general settings. We will also need to know the email address, job title, and primary phone number. 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). In addition to thequestions below, well cover the following topics: The telephone meeting, is intended to allow you and our Site Build specialist todiscuss available options, implications of options, and to respond to specific needs orquestions that you may have, as well as addressing your expectations regarding timingof the launch and functionality of the module. Mix and match functions to find the best fit for your business. CaterTrax can help you take control of your foodservice operation with software and services to ensure your catering operation reaches its full potential. We can discuss your specific requirements on the Catering Rooms Manager build call with your Site Build specialist. The cookie is used to store the user consent for the cookies in the category "Performance". 2. These cookies will be stored in your browser only with your consent. I cannot even begin to explain how valuable the CaterTrax program is to our facility. 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.). .GIF, .PNG, .JPEG, or .JPG formatsare preferred. But opting out of some of these cookies may affect your browsing experience. 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 are committed to your success from day one and our goal is to have you up and running within 30 days. Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. Necessary cookies are absolutely essential for the website to function properly. Provide your menu. 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? Make sure to check out our Welcome Home packages in Seasonal Promotions to make your Wildcat feel at home here at Davidson College! If no build-to level should be displayed for this item, enter NA. This Worksheet has been developed to assist you with defining your requirements for the creation of your floor stockmenu. Time, Food Clean up Time. This will appear on your home page along with address and catering contact telephone information, and also on your invoices. 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. The cookies is used to store the user consent for the cookies in the category "Necessary". The Menu Servicesteam will transform your menu into a convenientuser-friendly online menu that is powered by theTRAX Platform. We need an electronic version of your full menu. We recommend listing addresses for more than one person, considering vacations, etc. 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. This Worksheet has been developed to assist you with defining your requirements for the creation of your floor stockmenu. Download the form. If the product will not be associated with a category, enter NA. You will be made aware of orders from the CaterTrax system whether you receive email notification, or not. Submit a high quality, high resolution image file of your logo. We also use third-party cookies that help us analyze and understand how you use this website. The cookie is used to store the user consent for the cookies in the category "Analytics". The training (live and online), the support, the sitesthe software and the service have all been great assets for me and my team. 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. Download the form. For example: If you allow a customer to pay by Cost Center, then you would need to have a field for Cost Center Number. Site URL:Enter the URL for your TRAX Platform site. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". Chapel Hill, NC 27514. The cookie is used to store the user consent for the cookies in the category "Other. 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. 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. 1. 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. 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. Admin Login . ), Options to be offered for delivery or pick-up, Available service times to be offered for delivery or pick-up, Payment choices to be offered and payment processing options, Order size requirements (minimum and maximum), Printer functionality and options (If applicable), If items should be listed alphabetically, use the dropdown to select, If items should be listed in the same order as listed in the worksheet, use the dropdown to select. If you choose to download the forms, you may return it to us by uploading it or emailing [emailprotected]. Some commonly used examples are Address, Department, and Mobile Phone. 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. The call will also give you anopportunity to ask any questions you may have. If a build-to level should be displayed for this item, enter the value. 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. Account Name: List your account/site name. 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. ), enter the nameof the group under which the products will be categorized. Welcome! 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. Submit your logo. Please specify any additional fields that you feel should be required or requested for a one-time customer registration. Toprepare for our info gathering call, please read through the information and questions and have theinformation we need handy. The Lofts at Village Gate274 North Goodman StreetSuite 500Rochester, New York 14607. Follow these instructions to complete the Budget Management Worksheet. Thank you for selecting the Catering Rooms Manager solution. In order to launch your site, we require information from your foodservice operation. Issuing Unit: Enter the pack size of the unit (i.e., how it will be delivered). Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. 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. Site URL:Enter the URL for your TRAX Platform site. During this time we are catering only individually boxed . Welcome back to campus! Take a look at our TRAXER profiles to see what theyre saying about our platform, our team, and the affect our technology has had on their business. Come one, come all. By clicking Accept, you consent to the use of all cookies. Need to replicate the look and feel of your corporate site or just have something else in mind? For each product (row), enter the number one (1) in each Floor Name column for which theproduct should be available. Some commonly used examples are Address, Department, and CaterTrax Online Ordering. The CaterTrax system allows you to ask your customer for a minimum of two to a maximum of four time fields for each order. Submit a high quality, high resolution image file of your logo. Password Need your password? Logos can be displayed on your home page and on invoices generated by your TRAX Platform. 1. 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. In order to launch your site, we require information from your foodservice operation. If a build-to level should be displayed for this item, enter the value. The CaterTrax system allows you to ask your customer for a minimum of two to a maximum of four time fields for each order. CaterTrax has streamlined all ordering, billing, and processing into one complete system. This website uses cookies to improve your experience while you navigate through the website. In general, full access accounts will be useful for your primary catering team members. This cookie is set by GDPR Cookie Consent plugin. You will learn about the options for building a sitethat addresses all your business needs and receiveconsultation on the best set up to employ. Are case sensitive and must contain at least six characters. You also have the option to opt-out of these cookies. 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. CaterTrax is the industry-leading online solution developed by hospitality professionals who understand the everyday demands of the foodservice industry. Download the form. Contact CaterTrax Address The Lofts at Village Gate 274 North Goodman Street Suite 500 Rochester, NY 14607 Contact Support support@catertrax.com Toll Free US: 1 (800) 975-8729 Contact Billing accounting@catertrax.com CaterTrax Observed Office Holidays New Years Day President's Day Memorial Day Independence Day Labor Day Thanksgiving Day Logos may be displayed on your home page and on invoices generated by your CaterTrax system. Contact our support team and well be more than happy to help you. The cookie is used to store the user consent for the cookies in the category "Performance". . Soon youll be able to take theguesswork out of supply management. Here is a list of resources we need toget you started with CaterTrax. This will appear on your home page along with address and telephone information, and also on your invoices. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". 4. ), enter the nameof the group under which the products will be categorized. From managing catered events to providing take-out for students and faculty, we have solutions to help you streamline operations and increase profits. The cookies is used to store the user consent for the cookies in the category "Necessary". I couldnt think of a better tool. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. Need to get up and running even faster? Create an account 2. We use cookies to improve your experience, customize your content and ads, and analyze how our site is used. Your Site Launch Coordinator schedules a personalized integration interview with the Site Build Specialist. The number will automatically be replaced by a green checkmark. The content of this website may not be copied in part or full without express written permission from CaterTrax Inc. Gone are the days of double checking calendars for missing requests, misunderstood handwritten orders, and missed calls. You will be made aware of orders from the CaterTrax system whether you receive email notification, or not. Catering Rooms Manager Pre-Integration Form. Order catering without ever leaving your desk. These times can be labeled as you wish, but commonly used examples are, Food Delivery Time, Event Start Time, Event End For each payment type also list any additional information needed. Decide who should have administrative access toyour CaterTrax account. Product Name: Enter the name of the item being sold and/or requested. Name, Phone Number, Password, and Email are all required. 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.). Budget Amount:Enter the total dollar amount of the budget as a whole number (e.g., for a $2,000 budget, enter 2000). Click here to be directed to step-by-step instructions on how to request the conversion and review the guidelines to get your operation ready. CaterTrax is the industry-leading online solution developed by hospitality professionals who understand the everyday demands of the foodservice industry. 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. Solutions Catering Solution Take-Out Solution Floor Stock Solution, Add-Ons Budget Management Catering Rooms Manager Kitchen Printer. 1. CaterTrax helps us do just that! This website uses cookies to improve your experience while you navigate through the website. The CaterTrax system allows you to ask your customer for a minimum of two to a maximum of four time fields for each order. To prepare for our info gathering call, please read through theinformation and questions below, and have the information available to us. Christine W., General ManagerCampbells Soup. By clicking Accept, you consent to the use of all cookies. As launch day approaches, your dedicated Site Launch Coordinator will provide you with additional information and resources. We use cookies to improve your experience, customize your content and ads, and analyze how our site is used. 1. When I had an issue over a holiday weekend, the on-call support team worked so hard and kept me informed of the progress. By leveraging our learned best practices to implement scalable solutions, we enable you to elevate your unique brand of hospitality. Cost Center number, Department Name,etc. Dont have time to fill out the online form right now? During our call well discuss some additional options based on yourbusiness needs, as well as your expectations for the timing of your site launch. This cookie is set by GDPR Cookie Consent plugin. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. Duke University Hospital. It is suitable for what we do on a daily basis, is user-friendly, and simplifies the process of catering operationally and for the customer. In this session, you will learn about managing live orders, accessing reports and graphs, using calendar hard blocks and more. The cookie is used to store the user consent for the cookies in the category "Performance". If you arent sure which solutions you have purchased or havespecific questions about the forms, you can ask our Site Launch Coordinator. We look forward to working with you tocustomize your CaterTrax site. I also now have the time to personally touch each event to make sure all is going well and show the client that their important to us. Need to replicate the look and feel of your corporate site or just have something else in mind? This cookie is set by GDPR Cookie Consent plugin. Issue in Login Slow Speed Site Not Opening Other Issue Post Issue Detail. CaterTrax allows us to review past orders and with one click, we can duplicate and revise it. The information we request provides us guidance to help properly configure the TRAX Platform to ensure your success. With high-volume catering, its imperative to be organized. We look forward to working with you to customize yourCaterTrax site. This cookie is set by GDPR Cookie Consent plugin. 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. Product Name: Enter the name of the item being sold and/or requested. Take-Out includes To-Go, Meal Replacement, Limited Catering, Cafe Services,andGrocery. Need to get up and running even faster? The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". An email with instructions to reset your password has been sent. Please specify any additional fields that you feel should be required or requested for a one-time customer registration. View recorded webinars using the links below. 1. 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). Give Us a Call 1-800-975-8729 CaterTrax support is here to help Monday - Friday 8:00AM - 5:00PM EST. The callwill also give you an opportunity to ask any questions you may have. CaterTrax support is here to help Monday Friday 8:00AM 5:00PM EST. Please specify any additional fields that you feel should be required or requested for a one-time customer registration.