Catering ERP for event quotations, stock and team tasks

Describe sharing platters, dessert trays and beverage cases with quantities the event host can review. Review the quotation reference, customer, date, quantities and unit prices in a familiar sales document. Clear descriptions and line totals make the agreed scope easier to discuss when the customer confirms quantities or asks the team to prepare a revised commercial proposal.

Prepare the movement of ready platters, packed dessert trays and drink cases into the venue’s event stock. Prepare source and destination locations, review available stock and enter the quantity to move for each physical product. Add a reason and remark to the pending transfer. The stock movement has its own document for the team responsible for moving the goods.

Assign menu and guest-count confirmation, prepared-item counts and the venue handover brief to responsible people. Give each task an owner, priority and due date, with instructions in its details. Use To Do, In Progress and Done to show the progress people report. The team can follow up preparation and customer handover with a clear next action and responsible person.

Prepare the catering proposal for the host’s review with clear dish descriptions and agreed event quantities. Use the share settings to choose the document language and expiry and review the optional signature setting. Check these details before sharing the customer-facing document. The sales team can discuss the scope using a clear document reference and the same visible product quantities.