Instructions for the use of Puree.app.
In this video, I walk you through the process of creating a quote in Puree. I demonstrate how to select a date, choose a customer, and add customer information. Additionally, I cover different types of quotes, discounts, terms and conditions, deposit options, and introduction commentary. Finally, I show you how to add items to your quote, override prices, and send the quote to your customer.
In this video, I demonstrate how to create categories and add items in Puree. I explain the four main category groups and show how to create a new category and item. I also discuss managing categories, changing their order, and excluding items from the customer menu or quote. Additionally, I explain how to make items suitable for delivery and how to exclude certain items from the quote. Watch this video to learn how to efficiently manage categories and items in Puree.
In this video, I will explain how to use menu headers correctly in Puree to organize your items. Currently, the items are displayed under each category name and their delivery times, but it may not be the desired layout. Menu headers are customizable items in the settings screen that allow you to group items as you want. By selecting a menu header for each item, you can create a more organised and visually appealing menu for your customers. Watch the video to learn how to set up and use menu headers effectively.
In this video, I explain how to use driver run sheets and puree to manage delivery orders. I show you how to view and select orders for a specific date, determine the number of delivery runs needed, and decide the departure time from the kitchen. I also discuss how to sequence the deliveries based on delivery times and addresses, and assign drivers to each run. Finally, I demonstrate how to generate a run sheet that can be printed or shared with drivers. This feature in puree is a valuable tool for efficient delivery management. Action: Watch the video to learn how to optimize your delivery operations.
In this video, I discuss the event brief docket, which is designed to summarize all the necessary information for an event. This docket includes menu items, beverages, staff details, equipment, and a note section. I demonstrate how to add a note and save it, and then show how to access the event brief docket for a specific order. The docket provides a PDF summary with important details such as start date, contact name, phone number, staff members, start and end times, and menu and beverage information. It's a convenient tool for event managers to have all the essential information in one place.
In this video, I explain the features and benefits of the Consolidated View screen within Puree. This screen provides a summary of all the items used in Puree, including menu items, beverages, and equipment needed for the next 7 days. It is a valuable tool for chefs to quickly assess what needs to be ordered and made. I also demonstrate how the view can be customized for a 4-week period and highlight important information such as updated items, pending orders, and accepted quotes. Overall, this video aims to help viewers optimize their ordering and preparation processes in Puree.
In this Loom, I will walk you through the different reports available in our system. I will show you how to access the reports, what information they provide, and how to customize them. By the end of the video, you will have a clear understanding of how to generate and download reports for your business. Please pay attention to the timestamps for each section as I guide you through the different reports and options available. Action requested: Watch the video and familiarize yourself with the reporting features.
In this Loom, I will walk you through the task management feature in Puree. You can manually add tasks with due dates and tick them off once completed. But the real power lies in the automated tasks that Puree can do for you. I will show you how to set up tasks for following up on pending quotes, creating event rosters, managing external supplies, sending deposit reminders, and requesting advance payments. By the end of this video, you'll be able to streamline your task management process and save time. Action requested: Follow along and set up your own automated tasks.
In this Loom, I will guide you through the process of setting up terms and conditions in Puree. I will show you how to add your own conditions, create templates, and select the appropriate template when generating a quote. By the end of the video, you will have a clear understanding of how to customize and apply terms and conditions in Puree.
In this Loom, I explain how to manage external suppliers in our system. I discuss the process of setting up an external supplier and adding their items to a customer's quote. I also demonstrate how to place an order with the supplier and communicate the details, such as delivery and return dates. Finally, I show how to check and update orders with the supplier. This video provides a step-by-step guide on effectively managing external suppliers in our system.
In this video, I explain how to use commentary templates to personalize quotes and provide more detail to customers. I demonstrate how to add text to different sections of a quote and show the option to select from pre-made templates or write your own. I also show how to set up new templates for sections that don't have one. By using commentary templates, you can speed up the quote process and enhance the customer experience.
In this video, I discuss how to manage staff in a quote. I explain the benefits of including staff details in the quote, such as providing a clear indication of the total staff cost and helping with staff rosters. I also mention that some caterers prefer to leave the staff costs blank and charge after the event, but I recommend estimating the staff hours upfront. I demonstrate how to add staff to a quote and customize staff positions. Overall, this video provides valuable insights on managing staff in quotes.
In this video, I will show you how to connect Purée to Xero accounting software. By connecting the two, you can automatically sync the quotes you prepare in Purée with Xero. I will guide you through the process of connecting the two platforms and selecting the appropriate accounts in Xero. Additionally, I will explain how to set the invoice date and due date in Xero, and I will recommend enabling the auto-sync feature for seamless updates.
I show you how to access the quotes tab and the extra column that appears. I also demonstrate how to identify the status of each invoice and what it means when an invoice is authorized. Additionally, I discuss the process of sending an invoice to Xero and creating a draft invoice. I also touch on the importance of tracking prepayments and how Puree helps with that. Finally, I walk you through the steps of linking a quote in Puree to a customer in Xero.
Finally, I explain how to edit and update links in Xero. I show how to access the link form, update information like due dates and contacts, and then navigate to Xero to view the link. I also demonstrate how to view draft invoices, access customer details, and approve and send invoices to customers through Xero. This video provides a step-by-step guide on managing links and invoices in Xero.
In this video, I explain how to manage a deposit in Puree. I walk through the process of editing a quote to require a deposit, setting the deposit amount, and saving the changes. I also show how the customer view of the quote is updated to reflect the deposit requirement. Once the customer accepts the quote, I explain the next steps of invoicing and receiving the deposit. Finally, I demonstrate how to view and track the deposits in the admin page. This video provides a step-by-step guide on managing deposits and ensures clarity for both the customer and the sender.
In this video, I will show you how to add a new user to your Pure account. Once the main user has signed up and created an account, they can invite other users. I will guide you through the process step by step, from accessing the account settings to inviting a new user and setting their role. Admins have more control over the account, while members have limited access. Watch the video to learn how to add users and manage their roles.
In this Video, I explain the new feature we've added for caterers to manage venues. This feature allows caterers to include venue costs in quotes and manage venue reservations in a calendar. I demonstrate how to enable the feature, add venues, set up reservations and items, and customize them according to your needs. I also show how the venue component sits at the top of quotes, how to override customer addresses with venue items, and how to add commentary and use templates.