Placing an Order for Client
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
