Latest insights
16 September 2026
Paid deposits still print when deposit type is none
Recording a deposit puts it on the quote PDF — even if the account’s deposit type is set to none.
People assume “deposit type none” means nothing about deposits will show. The recorded money still prints.
If a deposit shouldn’t appear, don’t record it. Type none doesn’t hide a deposit you’ve already logged.
Beverage returns show on the customer PDF
When beverage returns are set and the line isn’t hidden, the customer quote PDF shows net qty plus “(N less M returns)”.
Staff used to think returns were kitchen-only. Customers can see the adjustment on the PDF now.
Check returns before you send the quote if that wording shouldn’t go out.
Blank delivery fee isn’t free delivery
A null or blank delivery fee on an address is not the same as free. Empty means no fee is set yet — not $0.
Reading blank as free underquotes the job and confuses the customer-facing total.
Set an explicit $0 when delivery is free. Leave blank only while the fee is still undecided.
14 September 2026
Unavailable dates: forms hard-block, quotes only warn
Online order forms hard-block closed dates — the customer can’t pick them. Quotes and enquiries only warn. Staff can still book the date on a quote if they choose to.
That difference trips people. “I could still book it in the quote” does not mean the online form should allow it too. Different surfaces, different rules.
Teach the pair: form = hard stop for the public; quote/enquiry = warning for the caterer.
Deposits record money received — they don’t cut the total
Logging a deposit records that money came in. It does not reduce the quote or order total. Balance due stays the full amount unless you change prices.
Xero may show a prepayment on its side. Stripe Pay Deposit Now is separate plumbing again — don’t conflate the three.
Package component qty overrides don’t move the package price
On a package quote you can override one component’s qty for that job. The package price does not auto-move when you do.
Kitchen count can change without the money changing — that’s intentional unless you touch price yourself.
If the money should change, edit the per-guest package price. Don’t wait for the qty override to recalculate it.
11 September 2026
Warehouse name ≠ customer catalogue name
Packers only see what’s on the docket. If the catalogue says “Wine glass” and the warehouse needs “Riedel #6”, they’ll pick the wrong thing — or stop and ask.
Put the warehouse wording in the catalogue Name (it prints on dockets), or set a per-line Docket name. Use a Docket Note when you need a !! shout on the paperwork.
That warehouse wording never appears on the quote or online form. Stickers still use the catalogue name. A kit note cascades to contents; a per-content +Note overrides for that line only.
$0 or blank price does not hide an item from the customer
A zero or blank price still prints on the proposal if the item is included. That’s how BOH trays sneak onto the pretty quote — or why the packing list stays empty when you thought you’d “hidden” kit by pricing it at $0.
Untick Include in customer quote (usually on equipment), or use package Hide items from quote. Same idea: keep the customer view clean.
Pretty proposal first. Add uncharged kit after so the event brief and equipment dockets get the real checklist.
Glassware under Miscellaneous never hits the consolidated docket
Wine glasses “missing” from the consolidated print usually aren’t missing — they’re typed as Miscellaneous. Consolidated only prints menu, beverage, and equipment lines.
Reclassify the glassware as Equipment (or add a one-off under Equipment). A category named Miscellaneous under Equipment is fine.
The Misc item type is what drops them off the consolidated docket. Fix the type, not the printer.
10 September 2026
Contact Us forms are not CRM leads
Contact-style enquiry forms only email the caterer. They never land in Enquiries received, and they never show on CRM boards.
Slider forms and classic event forms do create real leads. Contact Us is just a website page with a mailbox behind it.
If someone’s hunting a “missing” enquiry, check which form was on the site — not the CRM filters.
See Enquiry Forms and CRM Boards.
Missing Quick Create is almost always Default T&Cs
This is about Online Orders Received — processing orders that came in from an online order form.
On that screen, Quick Create only appears when that order form has Default Terms set. Without them you get Link and Create — and nothing else.
Card-paid orders still sit in New until you process them. Once you do, Puree auto-accepts because the money’s already taken.
So if Quick Create “vanished” on Online Orders Received, don’t rebuild the form. Check Default Terms first.
Terms lock the moment a quote is Accepted
Accept locks the terms — including when you mark Accepted yourself. Tweaking wording in Settings later never rewrites what that accepted quote already carries.
Need different terms after accept? Save as a new version (it goes Pending again), then re-accept. The earlier accepted version keeps its own Acceptance Certificate.
Don’t fight locked terms. Version the quote.
See How Terms Lock on a Quote.
Menu disclaimer — quotes only
Settings → Dietary Codes → Disclaimer is one account-wide statement. Put it Top or Bottom of the Menu block.
It prints on customer quotes (and optional menu PDFs). It does not show on chef dockets, kitchen reports, or the online store. There’s no per-quote override.
One disclaimer for the account. Quotes only.
See Dietary Codes, Allergens & Menu Disclaimer.
Stickers — one label per box for bundles
In Stickers Builder, a bundle isn’t “one sticker per sandwich.” The parent prints as the heading; each content item is a dashed line under it.
That’s deliberate — one label for the box the kitchen packed.
Teach the bundle shape, not a sticker-per-item habit.
See Packaging Stickers.