Resources

Before You Begin

Ensure your items and categories are set up in Menu Items. Configure commentary templates and terms and conditions in Settings.

For more information, see our Items & Categories help page and our 10 Steps for New Users help page.

Page 1: Quote Details

Click New Quote from the main navigation. The first page collects quote details before adding items.

Event or Delivery Date

Select the date for the event or delivery. The system displays the number of existing quotes on that date.

Customer Selection

Select an existing customer or create a new one. Choose a contact and delivery address. Customer details can be updated directly in the quote.

Order Type

Select the order type: Delivery only, Staffed event, Staffed event with deliveries, Customer to collect, or Venue hire only.

For delivery orders, specify delivery times. Multiple delivery times can be added for events requiring staged deliveries (e.g., morning tea at 10:00am, lunch at 12:30pm).

Additional Details

Set the delivery fee, customer reference, and select terms and conditions. Configure the quote expiry date.

Discounts and Deposits

Apply discounts or surcharges. Two types are available: discreet (adjusts item prices, not shown separately) and explicit (shown as a line item on the quote).

Discounts can be percentage-based or fixed amounts. Specify deposit requirements if payment is needed in advance.

Commentary

Add introduction and event format commentary. These appear at the top of the quote. Use commentary templates to insert pre-written text blocks.

Click Next to proceed to the items page.

Page 2: Adding Items

The items page uses a tab-based interface with master category tabs at the top and category buttons below.

Master Category Tabs

Master category tabs appear at the top: Menu, Beverages, Staff, Equipment, Misc, and Venue (if applicable). Each tab displays a count of items added from that category.

Click a tab to view its categories. The Menu tab is selected by default.

Category Navigation

Below the master tabs, category buttons appear for the selected master category. Click a category button to view its items.

Category buttons display a count badge showing the number of items added from that category.

Adding Items

Items from the selected category appear in a table with columns for Action, Item name, Sold (quantity sold on this date), and Price. Click the + Add button next to an item to open the add item modal.

In the modal, enter the quantity. For delivery orders, select the delivery time. For menu items, select a menu header to group items by service time (e.g., Morning Tea, Lunch).

The item name can be edited in the modal. This customises the name for this quote only. Set the price per unit if different from the default.

For items with delivery temperature options, select delivered heated or delivered chilled. Add chef notes if needed.

Click Add to Order to add the item. The item appears in the order summary sidebar on the right.

Global Search

Use the search bar at the top to search across all items, packages, and staff. Search results appear in a dropdown showing matching items grouped by category.

Click a search result to open the add item modal for that item.

Managing Added Items

The order summary sidebar on the right displays section totals for each master category. Click View Full Order to see all added items in a modal.

In the order review modal, items are grouped by master category and category. Click an item to edit its quantity, price, delivery time, menu header, or notes.

Remove items by clicking the remove button in the order review modal.

Adding Staff

For staffed events, click the Staff tab. Click Add Staff to open the staff modal.

Select the staff position, quantity, hourly rate, start time, and finish time. Click Add to Order.

Venue Reservations

For venue hire orders, click the Venue tab. Click Add Reservation to add venue reservation types with start and finish times.

Section Commentary

Each master category has optional commentary. Click Add Commentary to open the commentary modal. Select a template or write custom text.

Commentary appears above items in that section on the quote. Use this to add context about menu items, beverage service, equipment notes, or staff details.

Order Summary

The sidebar displays the subtotal, discounts or surcharges, delivery fee, sales tax, and total. The total updates automatically as items are added or removed.

Click Save to save the quote. Click Cancel to discard changes and return to the orders list.

After Saving

After saving, the quote appears in the orders list with a status of Draft. Click the quote to view the full details.

From the quote view, email the quote to the customer using a pre-configured email template. The quote can be downloaded as a PDF or shared via a public link.

Edit the quote by clicking Edit. This loads the quote back into the two-page workflow. Changes are saved using the same process.

Tips

Use menu headers to group items by service time. This creates clear sections on the quote (e.g., Morning Tea, Lunch, Afternoon Tea).

For more information, see our Menu Headers help page.

Use the global search to quickly find items without navigating through categories. This is faster for quotes with items from multiple categories.

Watch the video tutorial by clicking How to use this form on the items page. This demonstrates the workflow and key features.