Catering Module

From the Inventory Management Software, you can access the Catering Module from Action,
'Catering'. Also a button for the 'Catering' is added from the Inventory Management Main
screen.

The Catering module allows you to enter quotations for all kinds of events (wedding,
graduation…) and print reports (Preparation Reports for the kitchen, Customers' Quotations
filtered by event…), then transfer these quotations into sales invoices in the POS.

Note that you need to activate the license for the Catering from Omega Software Company in
order to be able to use this module.

Configuration
From the Back Office, Sales Items screen, assign for each item a unit from the 'Unit' drop
down list.

From the Inventory Management, Setup, Configuration, select the 'Catering Menu' under
which all sales, done via the catering module, will be grouped in reports.
(The Catering menu is created from the Back Office).

From the Inventory Management, Setup, Configuration, select from the 'Catering Price Mode',
the price level to be used in catering.

Catering Module
Clicking on the 'Catering' module, a new screen displays.

Setup

Open the ‘Setup’ menu from the top of the screen to create your Quotation Formats and
Banquet Types.

- Banquet Type: this option allows you to create your type of events (wedding,
anniversary, graduation, etc…) and assign a color for each type.
- Quotation Format: this option allows you to define, for each type of event, a quotation
format where you can enter the payment terms, header, details and footer to be
displayed on the printed quotation for the selected type.

The quotation formats and banquet types created will be used when entering your quotations.

OMEGA Software. http://www.omegapos.com Email: [email protected] Tel: +961-1-878 404

Event Details

Clicking on ‘Event Details’, a new window will display where you can enter your quotations.

• Event Description: enter a description for your event to be displayed on the printed
quotation.
• Customer Name: choose the customer for whom you are making the quotation; if the
customer does not already exist in your database, click on the ‘Customers’ button located
next to the ‘Customer Name’ field, which will open the Customers Information screen for
you to create a new customer.
• Notes: type remarks, if needed. Those remarks are for internal use and will not be
displayed on the printed quotation.
• Special Request: type special remarks as requested by the customer to be displayed on the
printed quotation.
• Number of Persons: enter the number of persons for the current event, to be displayed on
the printed quotation.
• Date of Event: enter the date & time of the event to be displayed on the printed quotation.
• Preparation Time: enter the preparation date & time of the event. These date & time are
for internal use and will not display on the printed quotation.
• Beginning of Delivery: enter the date & time for starting to deliver the order to the event,
to be displayed on the printed quotation.
• Event Setup Time: enter the date & time for setting up the event, to be displayed on the
printed quotation.
• Serving Time: enter the date & time for starting to serve at the event, to be displayed on
the printed quotation.
• Banquet Type: select the type of event from the list of available types (previously
created), to be displayed on the printed quotation.
• Quotation Format/Payment Terms: select the corresponding quotation format and payment
terms for the selected event from the list of available formats and payment terms
(previously created). Note that when you select a quotation format, the system will
automatically display the payment terms related to it as previously defined but you can
still manually select different payment terms, if necessary.
Based on the quotation format selected, header, details and footer will display on the
printed quotation; payment terms will display as well at the end of the quotation.
Clicking on the small button, located next to the ‘Quotation Format’ option, will display
the details related to the selected format.
• Currency: select the currency in which you want to enter the quotation; if the selected
currency is not the main currency, items prices will display in the selected currency based
on the rate set for this currency.
• Referred By: enter ‘by whom’ was referred the selected customer, if necessary.
• Status: choose whether the quotation is ‘Preliminary’ or ‘Confirmed’.
• The user name of the employee entering the quotation, the catering menu, catering price
mode and quotation# are automatically displayed by the system.

OMEGA Software. http://www.omegapos.com Email: [email protected] Tel: +961-1-878 404

Start entering your quotation by selecting the corresponding sales items; you can enter the
item description or code, or you can search for an item by entering the first character or first
few characters of this item then clicking on ‘Enter’ where the items search window will
display for you to select the corresponding item.

Inside this window, items can be filtered by Category, being a Formula, having a Formula
Type or having a Type; and information about each item will display like Code, Description,
Barcode, Quantity (Meter Counter), Selling Price, Cost and % Cost.

Inside this window also, you can click on the following options from the toolbar:
- Show all Records: which will display all existing sales items in the database in case more
than 100 items are created, otherwise only the first 100 items will be displayed in the
items search screen.
- Tree View: which will display your categories, divisions, groups and sales items in a form
of a tree; clicking on an item from the tree view will add it to the current quotation.

While entering your quotation, an amount discount can be entered at the level of each item;
also a remark by item can be added which will display on the ‘Kitchen Order’ reports.

Having finished entering your quotation, amount discount or percentage discount can be
applied on the whole invoice by clicking the corresponding button from the bottom of the
screen.

From the toolbar of the ‘Event Details’ screen, you will find the following options:

• New: click this button to enter a new quotation.

• Preview: clicking this button allows you to preview all entered quotations. From this
window, quotations can be filtered by Event Description, Customer Name, Event Date or
Employee name.
Double clicking on a quotation will display the quotation details on screen.
From the toolbar you can:
- Transfer one quotation to an opened table in the POS; transferred quotations will
automatically disappear from the list and the opened tables in the POS will start with
the number 7500 for the first table and this number will increase sequentially.
- Transfer all displayed quotations at once to opened tables in the POS.
- View all transferred and not transferred quotations. Note that transferred quotations
can no longer be modified.
- View a one month, 3 months, 6 months or yearly calendar of all your events; each
event will display in a different color as previously assigned.
• Undo: allows you to delete a selected item from the quotation before saving the quotation.
• Clear Item Entry: allows you to clear the item being currently entered before moving it to
the second part of the screen.
• Void: allows you to void a selected item from the quotation after having saved the
quotation.
• Transfer one quotation: allows you to transfer the current quotation to an opened table in
the POS.
• Calendar: allows you to view a one month, 3 months, 6 months or yearly calendar of all
your events; each event will display in a different color as previously assigned.

OMEGA Software. http://www.omegapos.com Email: [email protected] Tel: +961-1-878 404

• Save: allows you to save the current quotation.
• Print: allows you to print the current quotation. Clicking this button, the following options
are available:
- Standard Quotation: prints the quotation as is.
- Quotation without price: prints the quotation without displaying the items prices.
- Quotation without quantity: prints the quotation without displaying the items
quantities.
- Quotation without price without quantity: prints the quotation without neither
displaying the items prices nor the quantities.
- Show Service Details: if this option is selected, service items will display on the
printed quotation; otherwise, only regular items will show on the quotation.
Service items are items like Equipments (Tables, Chairs…), Cutleries (Plates,
Dishes…), Uniforms, Skirting, Service Type (Male or Female), etc…
To define an item as a ‘Service Item’, you need to create this item from the Back
Office and assign to it the type ‘Rent’.
9 Note that Items inside the printed quotation are grouped by division.
• Print Order: allows you to print a Kitchen Order report for the current quotation, to be
used by the chef for preparation. The printed report will display the items along with their
corresponding quantities and items remark, if available, grouped by Printout (Kitchen,
bar…), with the ability of printing all printouts on the same page or each printout on a
separate page.
Note that, in order to be able to print preparation reports, all sales items in the Back Office
must be assigned to a printout.
• Print Checklist: allows you to print a Checklist report of all ‘Service Items’ for the current
quotation.
• Remove Quotation: allows you to delete the current quotation.
• Search by Quotation#: allows you to search for a quotation by entering its number. Type
the quotation number and click on ‘Enter’, the quotation details will display on screen.

From the ‘Event Details’ main screen, you can access the report ‘Internal Quotation Cost’ by
opening the ‘File’ menu located at the top left of the screen. The ‘Internal Quotation Cost’
report allows you to print the current quotation along with the cost related to each item and a
total cost.

Preview

Clicking on ‘Preview’, a new window will display. From this window, quotations can be
filtered by Event Description, Customer Name, Event Date or Employee name.
Double clicking on a quotation will display the quotation details on screen.
From the toolbar you can:
- Transfer one quotation to an opened table in the POS; transferred quotations will
automatically disappear from the list and the opened tables in the POS will start with the
number 7500 for the first table and this number will increase sequentially.
- Transfer all displayed quotations at once to opened tables in the POS.
- View all transferred and not transferred quotations. Note that transferred quotations can no
longer be modified.
- View a one month, 3 months, 6 months or yearly calendar of all your events; each event
will display in a different color as previously assigned.

OMEGA Software. http://www.omegapos.com Email: [email protected] Tel: +961-1-878 404

Note that the ‘Preview’ option can also be accessed from the ‘Event Details’ screen.

Calendar

Clicking on ‘Calendar’, a new window displays; from this window, you can view a one
month, 3 months, 6 months or yearly calendar of all your events; each event will display in a
different color as previously assigned.

Note that the ‘Calendar’ option can also be accessed from the ‘Event Details’ screen.

Reports

From Reports, Catering, two categories of reports are available:

Stock and Preparation Reports

o Kitchen, Orders Based on Selection: allows you to print a preparation report for the chef
based on Quotation Date or Quotation Preparation Date, grouped by Printout (Kitchen,
bar…), with the ability of printing all printouts on the same page or each printout on a
separate page. Note that this report will display quotation details for each sales item
(customer name, date of event, etc…).
Note that, in order to be able to print preparation reports, all sales items in the Back Office
must be assigned to a printout.
o Kitchen, Summary of Orders Based on Selection: allows you to print a preparation report
for the chef based on Quotation Date or Quotation Preparation Date, grouped by Printout
(Kitchen, bar…), with the ability of printing all printouts on the same page or each
printout on a separate page. Note that this report will only display the sales items without
quotation details.
Note that, in order to be able to print preparation reports, all sales items in the Back Office
must be assigned to a printout.
o Stores: allows you to print a report displaying a list of products (inventory items) needed
to prepare for the events based on Quotation Date or Quotation Preparation Date with the
ability to select a specific Event Type or Category.
You also have the choice to compare the quantity needed to the quantity on hand available
in stock so that you will know the quantity to order.
Note that, in order to be able to print this report, all sales items must have recipes.

Customers Quotations

o List of events by date: allows you to print a list of events grouped by date.
o List of quotations by employees: allows you to print a list of events grouped by employee.

OMEGA Software. http://www.omegapos.com Email: [email protected] Tel: +961-1-878 404