Resources

Book a Demonstration

After signing up, book a demonstration to get familiar with Puree. Demonstrations cover the main features and workflows.

You can book multiple demonstrations if needed. This is useful if you have a team or if there are specific areas you want to explore in more detail.

Understanding Your Subscription

Puree subscriptions are managed through Paddle, our payment partner. Paddle handles billing in your local currency and manages sales tax compliance automatically.

For more details on how billing works and how to update your tax details, see our article Understanding Your Puree Subscription with Paddle.

Adding Your Items

Items include menu items, equipment, and beverages. You can add items manually by navigating to Menu Items and clicking Add New Item.

For faster setup, use the spreadsheet template. This template allows you to compile all your items in one place. You can export items from another system or copy from existing spreadsheets.

The template includes guidance on category names and item structure. Once completed, send the spreadsheet for bulk upload. This is the recommended approach for new accounts.

Configure Account Settings

Click the settings button in the corner to access account configuration. Navigate to Account Details and verify all business information is correct.

Upload your logo. This logo appears on all quotes. Set your tax amounts and other account preferences.

Invite Users

Navigate to Manage Users in account settings. Click Invite User to add team members to your account.

Connect Integrations

Navigate to Integrations to connect Xero or QuickBooks for accounting. Connect your Google account to synchronise the Puree calendar with Google Calendar.

If you do not have a Google account, create one before connecting. Calendar synchronisation works with mobile devices and other calendar applications.

Menu Headers

Menu headers group items in quotes based on when they will be served. Your account includes default menu headers. You do not need to configure these initially.

For more information, see our Menu Headers help page.

Terms and Conditions

Navigate to Terms & Conditions in settings. Copy your terms and conditions into the template.

You can create multiple terms and conditions. For example, you might have different terms for events, venue hire, or daily corporate deliveries.

Add Event Staff

Navigate to Staff in settings. Add staff positions such as chef, event manager, and waitstaff. Set the hourly rate for each position.

These staff positions can be included in quotes when creating staffed events.

Next Steps

Once your items are uploaded and settings are configured, you can start creating quotes.

For more information, see our Creating a Quote help page.

Additional Configuration

Task management and menu headers can be configured later as you become more familiar with the system. These are not required for initial setup.

For more information, see our Tasks help page and our Menu Headers help page.