Identify your setup

  1. Record the restaurant system you use and the locations that need to participate.
  2. Identify the administrator who can review permissions and approve the connection.
  3. Describe how your team currently receives and processes a catering order.

Define what should move

  1. Agree on the event, customer, menu, and fulfillment details required for the handoff.
  2. Clarify where changes are made and which system is the source of truth.
  3. Confirm the capabilities available for your specific setup with the CaterVox team; workflows can differ by system and location.

Check a representative order

  1. Review a sample inquiry and follow its details through the agreed workflow.
  2. Check quantities, location, timing, service type, and notes with the receiving team.
  3. If something is missing, document the expected and actual result before changing the connection.
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