CaterTraxs all-in-one catering management software, the TRAX platform, includes powerful modules geared to help you promote, grow, manage and sustain your business. The cookie is used to store the user consent for the cookies in the category "Analytics". Use the documents below to review and select the images that fit your businesses brand best. This cookie is set by GDPR Cookie Consent plugin. Name, Phone Number, Password, and Email are all required. Need to get up and running even faster? Mobile Phone. Mobile Phone. Critic Dallas, TX. We are proud to be your catering service provider. Start Date:If applicable, enter the date on which the budget is first available (optional). New clients benefit from a Site Launch program that includessetup and configuration assistance, consulting, technology guidance, andvirtual training. 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. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. *Please note some solutions and add-ons are not available for certain divisions. . These cookies track visitors across websites and collect information to provide customized ads. The CaterTrax Back to Basics series gives you the knowledge you need to leverage the tools built into the platform so you can grow and manage your business. Soon youll be able to take theguesswork out of supply management. We need an electronic version of your full menu. We look forward to working with you tocustomize your CaterTrax site. Provide your menu. 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. ), Order approval requirements and capabilities (if applicable). Account Name: List your account/site name. Meet your Site Launch Coordinator who is yourdedicated point person through the entire sitebuild process. Please specify any additional fields that you feel should be required or requested for a one-time customer registration. This cookie is set by GDPR Cookie Consent plugin. If no build-to level should be displayed for this item, enter NA. 1. Please download this document and provide it the IT professional who will assist you. This website uses cookies to improve your experience while you navigate through the website. Payment Method:Enter the payment method to be used for budgets (e.g., Cost Center, Budget Center, etc.). Decide on how you will introduce your site to your customers. 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. You can also contact our support team and we will point you in the right direction. More. The Lofts at Village Gate 274 North Goodman StreetSuite 500Rochester, NY 14607, [emailprotected]Toll Free US: 1 (800) 975-8729, New Years DayPresidents DayMemorial DayEmancipation DayIndependence DayLabor DayThanksgiving DayDay After ThanksgivingChristmas DayBoxing Day, Copyright 2022, CaterTrax, Inc. All rights reserved. This information will help the CaterTrax team set up the budgets and associate them with customers. By clicking Accept, you consent to the use of all cookies. . Examples - XYZ Catering, XYZ Catering at. This cookie is set by GDPR Cookie Consent plugin. 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. During this time, you will have the opportunity toask questions and discuss your goals and expectationswith your dedicated Site Build Specialist. Some commonly used examples are Address, Department, and Mobile Phone. The support is fantastic and they keep on making improvements too. These times can be labeled as you wish, but commonly used examples are, Food Delivery Time, Event Start Time, Event End You will be made aware of orders from the CaterTrax system whether you receive email notification, or not. You can also post issue detail or ask any query to get answer from site admin or community. ), 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. Catering Management Software for Caterers, Foodservice Operators, Independent Owner Operators, and Managed Hospitality Providers, Complete the Forms for the Solutions and Add-OnsYou Have Purchased. 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.). . Identify your users. Please provide names of anyone who should have an administrative user account along with their desired passwords and access level. For each product (row), enter the number one (1) in each Floor Name column for which theproduct should be available. CaterTrax allows us to review past orders and with one click, we can duplicate and revise it. The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". Thank you for selecting the Catering Rooms Manager solution. For each product (row), enter the number one (1) in each Floor Name column for which theproduct should be available. Select your menu If needed, a Menu Support Specialist will contact you with questions or suggestions. As launch day approaches, your dedicated Site Launch Coordinator will provide you with additional information and resources. Our old system required us to view requests via an email set up and then enter the information into their system, plus we would need to send them a copy of their invoice. Submit a high quality, high resolution image file of your logo. 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 use cookies to improve your experience, customize your content and ads, and analyze how our site is used. Please specify any additional fields that you feel should be required or requested for a one-time customer registration. 1. The cookie is used to store the user consent for the cookies in the category "Analytics". 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. To prevent any order from being placed using this budget if the order total exceeds the available budget, use the dropdown to select No. Are case sensitive and must contain at least six characters. Create an account 2. 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. 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. Set-up your payment gateway.Please complete the Converge Form and return to Molly Gerhold. 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. Our commitment to your success starts from day one. . Name, Phone Number, Password, and Email are all required. Submit your order. We will work with you to serve corporate meetings and events, dinner parties, cocktail receptions, socials and much more. We would not have been able to successfully launch our operation and exceed our targets so quickly without CaterTrax. Please inform your team members what their user name and case sensitive password will be. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. When I had an issue over a holiday weekend, the on-call support team worked so hard and kept me informed of the progress. In general, full access accounts will be useful for your primary catering team members. Download the form. We get that. Admin Login . During this time we are catering only individually boxed . For example: If you allow a customer to pay by Cost Center, then you would need to have a field for Cost Center Number. Take-Out includes To-Go, Meal Replacement, Limited Catering, Cafe Services,andGrocery. Account Name: List your account/site name. In the fourth and final session, you will learn everything you need to successfully manage your customer accounts and information. We look forward to the opportunity to work with you! Submit your logo. If you choose to download the form, you may return it to us by uploading it or emailing [emailprotected]. Congratulations! This cookie is set by GDPR Cookie Consent plugin. We did it. 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. Gone are the days of double checking calendars for missing requests, misunderstood handwritten orders, and missed calls. The Lofts at Village Gate 274 North Goodman StreetSuite 500Rochester, NY 14607, New Years DayPresidents DayMemorial DayEmancipation DayIndependence DayLabor DayThanksgiving DayDay After ThanksgivingChristmas DayBoxing Day, Copyright 2022, CaterTrax, Inc. All rights reserved. Product Name: Enter the name of the item being sold and/or requested. Decide who should have administrative access toyour CaterTrax account. Review the sections below to understand the process of getting started and learn more about the solutions that will help you seamlessly manage and grow your business. Submit your completed excel worksheet via below or email to [emailprotected]. 1. If possible, we prefer your logo in a .jpg format. You also have the option to opt-out of these cookies. ), Order approval requirements and capabilities (if applicable). Submit a high quality, high resolution image fileof your logo. Thank you for selecting the Floor Stock Module. To log in to the TRAX Platform, you will need to visit your specific CaterTrax site. 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. Please fill out the form below in advance of a brief telephone meeting inwhich you will discuss specific set up requirements, and your various options regardingsite settings so we can customize your Floor Stock module options to best meet yourneeds. Share our Design Guide (below) with them so they can send our Site Build Team correctly-sized images and your customized brand colors. .GIF, .PNG, .JPEG, OR .JPG formats are preferred. 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. As launch day approaches, your dedicated Site Launch Coordinator will provide you with additional information and resources. In addition to the questions below, well cover thefollowing topics: Dont have time to fill out the online form right now? Site URL:Enter the URL for your TRAX Platform site. 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. Dedicated to your satisfaction, all CaterTrax clients have access to our complimentary services including our support team who is available 24/7/365. These cookies will be stored in your browser only with your consent. 2. Compass - CaterTrax | Web Based Catering Management Software and Online Ordering Solutions for Hospitality Professionals Back to Basics Series The CaterTrax Back to Basics series gives you the knowledge you need to leverage the tools built into the platform so you can grow and manage your business. Name, Phone Number, Password, and Email are all required. We can discuss your specific requirements on the Catering Rooms Manager build call with your Site Build specialist. Please inform your team members what their user name and case sensitive password will be. . CaterTrax support is here to help Monday Friday 8:00AM 5:00PM EST. If the product will be associated with a category (e.g., Food, Beverage, Paper, etc. We look forward to working with you tocustomize your CaterTrax site. Some commonly used examples are Address, Department, and Mobile Phone. We look forward to working with you to customize your CaterTrax site. Mix and match functions to find the best fit for your business. Lance T., Food Operations ManagerWalt Disney World | Orlando. New clients benefit from a Site Launch program that includessetup and configuration assistance, consulting, technology guidance, andvirtual training. Welcome to CaterTrax. Product Name: Enter the name of the item being sold and/or requested. View recorded webinars using the links below. Selling Price: Enter the amount that is charged for the item, in dollars and cents (0.00). We need an electronic version of your full menu. Once an IT professional completes installation and configuration of your kitchen printer, you are ready to start printing. Cost Center number, Department Name,etc. You will have the opportunity to evaluate yoursite to confirm we met your needs and wants. Administrative accounts can be created with two different access levels. The cookie is used to store the user consent for the cookies in the category "Analytics". CaterTrax is the industry-leading online solution developed by hospitality professionals who understand the everyday demands of the foodservice industry. Unable to process your password reset. An alternative may be to use a general group email address that may be accessed by multiple persons. You also have the option to opt-out of these cookies. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. To plan your next event, or for further assistance, please email or call (386) 226-6087. These cookies will be stored in your browser only with your consent. Time, Food Clean up Time. If possible, we prefer your logo in a .jpg format. Decide who should have administrative access toyour CaterTrax account. This will appear on your home page along with address and catering contact telephone information, and also on your invoices. During our call well discuss some additional options based on your business, as well as expectationsfor the timing of your site launch with this Take-Out Solution. 2. You also have the option to opt-out of these cookies. 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. A training specialistwill break down the basics so you and your staffcan get started, engage, and reduce the learningcurve to full productivity. The cookie is used to store the user consent for the cookies in the category "Other. Administrative accounts can be created with two different access levels. Here is a list of resources we need toget you started with CaterTrax. These cookies ensure basic functionalities and security features of the website, anonymously. In addition to the questions below, well cover the following topics: This field is for validation purposes and should be left unchanged. This cookie is set by GDPR Cookie Consent plugin. Budget Amount:Enter the total dollar amount of the budget as a whole number (e.g., for a $2,000 budget, enter 2000). We will also need to know the email address, job title, and primary phone number. It does not store any personal data. *Reminder your CaterTrax Username is not an email address. Complete the following forms so we can get started creating your site. More than 20,000 caterers use our software to manage their business. We look forward to working with you to customize yourCaterTrax site. 1. It is easy to use for guest and helps me with management reporting. Admin Login 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. We also use third-party cookies that help us analyze and understand how you use this website. For each payment type also list any additional information needed. In order to launch your site, we require information from your foodservice operation. Mix and match functions to find the best fit for your business. 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. The leading catering management software for North America's largest foodservice management companies EVERYTHING FOR EVERYONE ALL IN ONE PLACE Our catering software enables our clients to streamline orders and operate multiple lines of business efficiently. The cookie is used to store the user consent for the cookies in the category "Performance". Please provide a detailed description of the payment types that you wish to offer. This Worksheet has been developed to assist you with defining your requirements for the creation of your floor stockmenu. Give Us a Call 1-800-975-8729 CaterTrax support is here to help Monday - Friday 8:00AM - 5:00PM EST. CaterTrax has evolved our Online Ordering Experience so your exceptional delivery of hospitality is extended through a website that is innovative and user-friendly. If looking for a more outside of the box solution to design a custom skin, a scoping call to obtain your requirements, with one of our Solution Consultants would be the next step. You can submit a support ticket by logging into your CaterTrax site and clicking on the life jacket icon. 3. Count per Issuing Unit: Enter the number of items in the issuing unit. 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. 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. The cookie is used to store the user consent for the cookies in the category "Performance". 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. (0) Item(s): $0.00. Copyright 2023, CaterTrax, Inc. All rights reserved. Need to get up and running even faster? Overall, CaterTrax is a great program! PDF and .DOC formats are preferred. Do you already have a designer or collection of images youd prefer to use on your site? Submit your completed excel worksheet via below or email to [emailprotected]. Templates are just a starting point, the sky is the limit. Specific information required for billing methods (Cost Center number, Department Name, etc. CaterTrax has given our busy business new life! If no build-to level should be displayed for this item, enter NA. View Status Page Welcome. Toprepare for our info gathering call, please read through the questions and have the informationwe need handy. If a build-to level should be displayed for this item, enter the value. CaterTrax is the industry-leading online solution developed by hospitality professionals who understand the everyday demands of the foodservice industry. Imagery is an important part of your custom online ordering solution so we provided a wide selection of images for you to choose from. Expedited services are available upon request, Download IT Professional Installation Guide, Download Site Administrators Installation Guide. If the product will not be associated with a category, enter NA. Each user must have their own unique password and passwords should not be overly generic, such as "catering", password, etc. Chapel Hill, NC 27514. In order to launch your site, we require information from your foodservice operation. Soon youll be able to take theguesswork out of supply management. Submit a high quality, high resolution image file of your logo. These cookies track visitors across websites and collect information to provide customized ads. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. Nothing could be truer! Dont have time to fill out the online form right now? By clicking Accept, you consent to the use of all cookies. We are proud to be your catering service provider. Share our Design Guide (below) with them so they can send our Site Build Team correctly-sized images and your customized brand colors. Examples - XYZ Catering, XYZ Catering at _____. 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. 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. Admin Login . Count per Issuing Unit: Enter the number of items in the issuing unit. The CaterTrax system allows you to ask your customer for a minimum of two to a maximum of four time fields for each order. Learn how to use the mass email tool, send tracking messages and the best practices for interacting with customers. This should be submitted in an image file. We also use third-party cookies that help us analyze and understand how you use this website. Increase Efficiency 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. If the problem persists, contact CaterTrax Support 1-800-975-8729. Examples - XYZ Catering, XYZ Catering at. Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. Budget Amount:Enter the total dollar amount of the budget as a whole number (e.g., for a $2,000 budget, enter 2000). This cookie is set by GDPR Cookie Consent plugin. Need to get up and running even faster? We look forward to working with you to customize yourCaterTrax site. Budget Amount:Enter the total dollar amount of the budget as a whole number (e.g., for a $2,000 budget, enter 2000). 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. These cookies track visitors across websites and collect information to provide customized ads. 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.

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