Frequently asked questions

ORDERS

How to manually create an order/invoice/quote


Steps:

1) From your restaurant dashboard tap the "orders" sections and then tap "create order"

2) Add a new customer or select an existing one.

3) Based on the customer's address your menu's location will load and you can start adding menu items from the dropdown menu or custom items.

4) After adding all the required items to the order you have the option to add any of the following (discounts, delivery fee, tip, delivery date, delivery time, additional instructions)

5) Once you are done you can either save the order as a draft, pay with a credit card on file if there's one, add a new credit card, mark the order as paid (if you've received the payment through another channel) or email the invoice.

6) if you choose to email the invoice you can edit the subject and core of the email. Once the email is sent, the order will be automatically saved as a draft.

7) when the customer receives the email they can manually add a tip and their credit card information.

8) Once the customer pays for the order they will receive a confirmation email as well as the restaurant.




How to search orders


Steps:

1) From your Caterness dashboard tap the orders section

2) A search bar is located at the top of the page where you can search any keyword.




How to select your store location in the orders section.


At the top right of your screen you will find a dropdown menu with all your locations listed. Select the location needed and the page will automatically filter only the orders for that specific location.




How to Adjust an order


Steps:

1) From your caterness dashboard tap the orders section and select the order you would like 2) Tap the adjust button at the end of that order

3) Either select refund or extra charge

4) enter the amount and the reason of the adjustment.

5) the customer and the restaurant will receive a modified confirmation email for that order.




How are orders confirmed





How to cancel an order


We currently are working on a confirm/cancel feature. For now you may refund the entire order if you are unable to fulfill the order by following the steps in the how to adjust an order FAQ.




How to start/stop taking orders


Steps: 1) From your caterness dashboard tap the settings section 2) select the locations box 3) click on the location youd like to black out 4) select the temp closures column at the top right of the page. 5) input the dates and times where youd like to stop taking orders.




How to refund items


We are working on a feature to refund specific items. For now please refund the amount of the item and its sales tax by following the steps in the how to adjust an order FAQ.




how to refund an order:


Please follow steps in the how to cancel an order.




how to charge extra on an order


Please follow the steps in how to adjust an order.




how to edit an order


We are currently working on features to edit specific orders like delivery date and time as well as adding or removing items. For now you can adjust orders.




how to email an invoice


1) Login to your restaurant dashboard.

2) select the orders section and find the draft order you would like to send. IF you haven’t created a draft order yet please see the FAQ how to create a manual order.

3) press on email invoice




how to pay for an order I just created


At the bottom right of the draft order you will find a “pay with a credit card” button. Click on that button and input the credit card information. Press save to process the payment.




how to print an order


You can print an order either from your email inbox or your caterness dashboard by tapping the print icon at the top of an order.




where do I find the delivery information for my order


1) Login to your restaurant dashboard.

2) select the orders section

3) Click on the order you are looking for

4) The order confirmation page will appear and the delivery information can be viewed there.




How to re-order (restaurant admin)


Steps: 1) From your restaurant dashboard tap the orders section and select the order you would like to re-order 2) at the bottom of the order popup click on re-order 3) a new draft order will be automatically created where you can edit any items from that order and input new delivery date and time.




How to re-order (customer)


Steps:

1) From their account dashboard the customers can access all previous placed order

2) They can sign up on your ordering page by following the log in or sign up buttons.

3) To view their past orders and re-order there's an access right on your ordering page that will bring them to their account.

4) Once there they can click on the order they would like to repeat and at the bottom of the popup page theres a re-order button.




How to send an invoice to multiple customers


Currently an invoice/quote can only be sent to one email address. If you would like to send it to multiple customers you can email that invoice to yourself and forward it to as many email addresses that you wish.





CALENDAR

how do I see my orders in the calendar


1) login to your restaurant dashboard

2) Click on the calendar section

3) The order numbers will appear for that month. You can click on any of them and the order summary will appear.




how to add an event in the calendar


1) login to your restaurant dashboard

2) Click on the calendar section

3) Click on the create an event button

4) Fill out the information you would like to appear in the calendar and press save.




how to modify an event in the calendar


Steps: From your dashboard tap the calendar section, select the event you would like to modify, edit the event and press save




how to delete an event in the calendar





How to upload a file to an order or event


From your dashboard click on the calendar section 1) find the order or event and click on it 2) at the bottom of the popup click on "choose file" 3) Once you've selected the file click on "upload attachment" 4) The attachment will now appear when you click on that event.





MENU

how to create a new category


1) Log-in to your dedicated restaurant dashboard and click on the MENU tab.

2) Select the desired restaurant location you would like to create a category for using the dropdown with the restaurants names. (if you have only one location skip this step).

3) Click on the pencil icon next to the categories section

4) Click on Add a category.

5) Enter the name of the category you wish to create and press save.




How to set a minimum order quantity order per item.


Steps: 1) From your dashboard tap the menu section 2) Select the item you would like to edit 3) At the bottom of the item popup there is a minimum order quantity tool where you can increase of decrease the amount required for that item




how to modify an existing category


1) Log-in to your dedicated restaurant dashboard and click on the MENU tab.

2) Select the desired restaurant location you would like to create a category for using the dropdown with the restaurants names. (if you have only one location skip this step).

3) Click on the pencil next to the categories column

5) Modify the name of the category and press on the check icon once done.




how to re-arrange categories


1) Log-in to your dedicated restaurant dashboard and click on the MENU tab.

2) Select the desired restaurant location you would like to re-arrange the category section for.

3) Click on the pencil icon in the category section and drag and drop the different categories with their hamburger icons.

4) Press the checkmark at the top right of the box to save your changes.




how to re-arrange items


1) Log-in to your dedicated restaurant dashboard and click on the MENU tab.

2) Select the desired restaurant location and categories you would like to re-arrange the items for.

3) Click on the pencil icon in the items section (top right of the box) and drag and drop the different items with their hamburger icons.

4) Press the checkmark at the top right of the box to save your changes.




how to re-arrange modifiers:





how to delete a category


1) Log-in to your dedicated restaurant dashboard and click on the MENU tab.

2) Select the desired restaurant location you would like to delete the category from.

3) Select the category column and click on the pencil icon next to the categories column.

4) boxes will now appear next to each category.

5) select the category you would like the delete and press on the delete link at the top of the section.




how to add a modifier


1) Log-in to your dedicated restaurant dashboard and click on the MENU tab.

2) Select the desired restaurant location you would like to add a modifier to.

3) Click on the “modifiers” button

4) click on “add a modifier”

5) select between the “single selection required”, “single selection optional”, “multiple selection optional” or “custom”.

6) enter the modifier name

7) enter the different options and their prices.

8) press save




how to edit a modifier





how to delete a modifier





how to add a modifier to an item


1) Log-in to your dedicated restaurant dashboard and click on the MENU tab.

2) select the “items” button

3) select the item you would like to add a modifier to

4) click on the modifiers tab within that item

5) select the “add a preset modifier” dropdown and choose an existing modifier from the list. If you would like to create a new modifier click on the create a modifier button

6) press save




how to create a menu item





how to modify a menu item





how to delete a menu item





how to add a picture to an item





how to add a schedule to an item





how to modify a schedule to an item





How to make items unavailble


From your dashboard select the menu section 1) select the item you would like to make unavailable 2) At the bottom of the item popup on the right side there is a "available" box. 3) Uncheck that box to make the item unavailble 4) Press save




How to make an item available


From your dashboard select the menu section 1) select the item you would like to make available 2) At the bottom of the item popup on the right side there is a "available" box. 3) Check that box to make the item available 4) Press save and the item will appear once again on your ordering page.




How to make a category Unavailable


If all items in a category have their "available" box unchecked then that category will not appear on your ordering page.





CUSTOMERS

How to add a customer


1) Login to your restaurant dashboard.

2) select the customers section

3) click on the add customer button at the top right of the screen

4) input all the customer’s information and press save.




How to add a customer





How to add a customer while creating a manual order.


While creating a manual order in your dashboard you can add a customer while staying on that same page. Just click on add customer in the customer details tab and a popup window will appear. Input all the information and press save. The information will then autofill the respective sections.




How to exempt a customer from sales tax.


1) Login to your restaurant dashboard.

2) select the customers section

3) select the customer’s name from the customer list

4) Press edit on the top right of the screen.

5) check the “customer is tax exempt” box and enter the tax identification number. Press save.




how to edit a customer’s profile


1) Login to your restaurant dashboard.

2) select the customers section

3) select the customer’s name from the customer list

4) Press edit on the top right of the screen.

5) make your change and press save.




how to add a payment method to a customers profile


1) Login to your restaurant dashboard.

2) select the customers section

3) select the customer name

4) press edit on the top right of the screen.

5) add the payment information in the payment information box and press save.




how to add a delivery address to a customer profile





-how do I find my best customers





How do I run reports on my customers





how can I send a login invitation to a customer






TRANSACTIONS

How can I view a report of my transactions


Steps: 1) From your Caterness dashboard tap on the transactions section 2) select the date range for your report 3) the report will automatically appear 4) click on any of your locations to see a summary of all orders within that report




how to select a location in transactions





how to run a report in transactions





how to download/export the report in transactions





how to display all transactions










DISCOUNTS

how do I create a discount code


1) Login to your restaurant dashboard.

2) select the discount tab

3) click on the add discount button

4) fill in the information. Discount name, discount type (percentage or amount), discount location, usage limit (how many times you allow this discount to be used), start date and time, expiration date. You can also apply the discount to the entire order of to specific products. You can also require a minimum amount to be purchased for the code to be accepted.

5) press save.




how to modify a discount code





How to search for discount codes





how to delete a discount code





how to create a fixed amount discount





how to create a percentage discount





how to limit the number of times a discount can be used





how to set an end date on discount codes






SETTINGS

how to add or edit my logo or landing page background image


1) Log-in to your dedicated restaurant dashboard.

2) click on the setting’s tab.

3) click on the theme customization box

4) upload your logo and/or background image and press save




how to create a delivery boundary


1) Log-in to your dedicated restaurant dashboard.

2) click on the setting’s tab.

3) Click on delivery setup.

4) Select the restaurant location for which you would like to create a delivery boundary. (if you only have one location listed this step doesn’t apply to you).

5) Click on Add Area. A new box will appear and a delivery boundary will automatically appear on the map.

6) Add a nickname to your delivery boundary as well as a delivery minimum, delivery fee, lead time and cutoff time specifically for that boundary.

7) You can either create a manual boundary by "drag and drop" the points on the map or click on the radius tab and add a delivery boundary based on a radius from that location. Modify the boundary on the map by moving one the 8 points from the Octagon one by one until you have the boundary you’ve wanted.

8) Click save on the top right corner and you’re boundary should be live immediately. Reach out to us with any questions.




how to modify a delivery boundary


1) Log-in to your dedicated restaurant dashboard and click on the setting’s tab.

2) Click on delivery setup.

3) Select the restaurant location for which you would like to create a delivery boundary. (if you only have one location listed this step doesn’t apply to you).

4) Click on the boundary nickname you would like to modify.

5) You can modify the nickname, minimum, fee, lead and cutoff time as well as modify the boundary itself by moving the points on the map. Don’t forget to press save on the top right corner!




how to add a nickname for a delivery boundary


1) Log-in to your dedicated restaurant dashboard and click on the setting’s tab.

2) Click on delivery setup.

3) Select the location (if you have only one location listed skip this step).

4) Select the boundary you would like to modify

5) Modify the nickname and press save




how to add/edit the minimum order amount for delivery


1) Log-in to your dedicated restaurant dashboard and click on the setting’s tab.

2) Click on delivery setup.

3) Select the restaurant location (if you have only one location listed skip this step).

4) Select the boundary you would like to modify

5) add or edit the minimum order amount in the “min order amount” and press save.




how do I switch locations in the dashboard


1) Log-in to your dedicated restaurant dashboard and click on the setting’s tab.

2) On almost every page a dropdown with a list of your locations will appear.




how to add/edit your delivery fee


1) Log-in to your dedicated restaurant dashboard and click on the setting’s tab.

2) Click on delivery setup.

3) Select the restaurant location (if you have only one location listed skip this step).

4) Select the boundary you would like to modify

5) add or edit your delivery fee in the “delivery fee” box and press save.




how to add or modify a delivery lead time


1) Log-in to your dedicated restaurant dashboard and click on the setting’s tab.

2) Click on delivery setup.

3) Select the restaurant location (if you have only one location listed skip this step).

4) Select the boundary you would like to modify

5) add or edit the delivery lead time in the “lead time in hours” box.




how to add/edit your delivery day-before cutoff time.


1) Log-in to your dedicated restaurant dashboard and click on the setting’s tab.

2) Click on delivery setup.

3) Select the restaurant location (if you have only one location listed skip this step).

4) Select the delivery boundary you would like to modify

5) add or edit your cutoff time in the “day before cutoff” box.




how will I be notified of incoming orders


All new orders will be sent to the email addresses you provided in the settings > user section. You can also receive text notifications for any new order by following the same steps. You can also see any new orders by logging into your restaurant dashboard and selecting the Orders section.




how to add subscribers to email notifications





how to add phone numbers to text notifications.





how to delete notification subscribers





how to blackout dates





how to add temporary closures.





how to temporarily close your store.





How to add a location on Caterness


1) login to your restaurant dashboard

2) select the settings tab

3) select the location box

4) click on “add a store” at the top right of your screen.




how to setup my hours


Steps: 1) From your dashboard select the settings tab and click on locations 2) select the 2nd column at the top of the page that says "hours" 3) select your days and modify your hours. dont forget to press save




How to add/modify users


Steps to add a user: 1) from your restaurant dashboard go to settings and tap the users box 2) to add a user click on create user and fill in the information. you can either create an admin account or custom. 3) For custom accounts select the permissions and locations 4) press save Steps to edit a user: 1) from your restaurant dashboard go to settings and tap the users box 2) select the user you would like to modify, a popup wil appear with the information. Dont forget to click save.




How to give users limited access to section of the dashboard.


1) from your restaurant dashboard go to settings and tap the users box 2) in the role column select the permissions you would like the user to have and press save.




How to delete users


1) from your restaurant dashboard go to settings and tap the users box 2) select the user you would like to delete and press the delete button at the bottom left of the popup.




How to add or modify your banking information





How to update your general store profile


1) from your restaurant dashboard go to settings and tap the locations box 2) selelct the location you would like to modify 3) there will be 3 columns (general info, hours and temp closures) 4) make the changes you would like and press save




how to update my sales tax information


1) Login to your restaurant dashboard.

2) select the settings section

3) click on the “locations” button

4) select the location you would like to modify

5) Modify the sales tax rate in the “sales tax rate” box




how to create a refund and cancellation policy





how to add or modify your locations address.





how to add or modify your location’s phone number.





How to modify your store name.





How to modify your main email address.





how to accept pickup orders


1) Login to your restaurant dashboard.

2) select the settings section

3) click on the “locations” button

4) select the location you would like to use.

5) Press “yes” in the “do you accept pickup orders” tab




how to set minimum pickup order amounts.


1) Navigate to your settings tab, select the locations button and click on the desired restaurant location. There you can add or modify the minimum for delivery.




What is lead time


A lead time is the time between when the order is placed and when a customer will be able to receive his order. For example if your lead time is 2 hours then a customer ordering at 12pm could receive their order at 2pm the earliest. If your lead time is 24 hours, customers will need to order the day prior to receive their order.




What is day-before cutoff time


The day before cutoff time is the time during the day after which no orders can be placed for the following day. For example if the cutoff time is 3pm no customers will be able to place orders after 3pm for the following day.




how to charge for utensils





How to add your google analytics tracking to Caterness


From your dashboard select the settings section and then the SEO button 1) add your google analtyics number and press save.




How to customize your tips percentages


From your dashboard select the settings section and then the tips button Add, edit or delete the tips that are appearing and press save









MISCELLANEOUS

How to access the restaurant dashboard


1) go to caterness.com/admin

2) login using your credentials.




how to sign out, logout.


1) Click on logout at the bottom left of any page within the dashboard.




How to modify your EIN on Caterness


1) Log-in to your dedicated restaurant dashboard and click on the setting’s tab.

2) click on the locations box.

3) Click on the location name you would like to modify.

4) Modify the Ein number on the window that appeared on the right and click save once done.




how to contact customer service


To contact Caterness either email support@caterness.com or chat with us on caterness.com




how to delete a location


To delete a location please email support@caterness.com





Already a client, or need help with an order? Contact: support@Caterness.com 
or chat with us