Placing an Order for Client

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Quote and Invoices are created where?

Both are created in the order pad

The last step in placing an order for a client is to....

Click confirm order (this allows clients to receive order confirmations)

Besides online ordering how can clients place catering orders?

Email Phone Call Walk-In

Why is it important for the Discount Type and the Discount Value (percent or amount) to match?

If they do not match Toast will override and create a discrepancy in the final charge

Where can you view client's quotes in system?

In the client profile you can view all new and past quotes

Creating a quote in monkey is done in the....

Order pad - toggle from invoice to quote

What are all the REQUIRED fields to complete in the Order Info section on the invoice?

Service Channel - Delivery or Pick-Up (it defaults to Pick-Up) Number of Guest Date Required (Delivery Date) Time Required Who will sign for this order? What is their phone number? Street Address? City? State? Zip? Intended Payment Method


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