Description: You'll learn how to set up and manage Suites Vendors, add items to Suites, create and configure Suites, set up user accounts, menus, and delivery schedules, as well as efficiently handle and process PreOrders in the Suites module, including credit card preauthorization, order processing, and accessing detailed reports for each order.
Configure Suites Vendors
Suites Vendor Roles and Vendors must be created for printing purposes. This is where you establish KDS routing to pantries and kitchens. Please see Create a Vendor for Suites to complete that process.
Add Items to Suites
Items that will be used in the Suites Module need to be flagged as Suites items. Please reference Add Items in Suites to add those items.
Add Suites to Events
Event Types are directly correlated to the Suites Preorders Menu. After Suites have been added, the Event Type must be created. Please see Create and Use Event Types in Suites.
Configure Suites PreOrder Settings
To configure the Suites module settings, please reference Settings in Suites.
Suites and Suite Holder Accounts
Create Suites
Specific suites are assigned to specific vendors. This will route the items to the KDS/Pantry. Please reference Add Suites in Suites to go through the process of creating and assigning suites.
Create Suite Accounts
Suite Holder Accounts are created and assigned to specific Suites based on Event Type. Please reference Suite Holder Accounts and Assigning Suites.
Suite Users Configuration
Suite users can be added to each Suite Holder account for access to submit or manage orders in the PreOrder portal. Please reference Users in Suites to go through the user account process.
Configure Suites Menu
To be able to make a Suite Order, you need to create Menu(s). Please reference Add Menus in Suites.
Suite Delivery Schedule Configuration
Suite Delivery schedules are a collection of times during an event a customer can have their PreOrder items delivered. Please reference Delivery Schedule in Suites.
View PreOrders
- In Connect, select Suites.
- Select PreOrders from the collapsed menu.
- All submitted PreOrders will be listed.
- Use the Event Start Date and Event End Date to set the date range.
- Choose the event from the Event Name dropdown.
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The Suite Order Number, Customer Name, Event Name, Date, Vendor, Payment Method, and Suite Name will be displayed.
The PreOrder can be downloaded, printed, pre-authorized, and processed.
The Event Order Report and Kitchen Production Report by Suite are also available to download for each individual order.
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