Managing Catering Orders – Checkmate

What is Catering with Direct Ordering?

Direct Ordering supports two primary workflows for catering orders:

Self-Service Ordering – Customers place orders from a predefined Catering Menu.
Administrator-Assisted Ordering – Admins place orders via the Admin Panel for high-touch service.

These workflows support flexible features like quoting, approvals, deposits, and invoicing tailored to the needs of catering operations.

Learn more about catering with Direct Ordering here.

Creating and Managing Catering Orders

Admins can place new catering orders using the Admin Panel. This is ideal for complex, personalized, or deposit-based bookings.

Learn how to add a catering order here
Learn how to view Upcoming Orders here
Orders can be modified before fulfillment directly within the Admin Panel. Learn how to modify orders here
Learn how catering deposits work here

Quotation Management

Catering administrators can create and manage quotes before an order is finalized.

Creating a Quote

Step 1: Create a new order or open an existing one.

Step 2: Click Quote to generate a PDF version of the quote.

Create Quote Screenshot

Step 3: Send the downloaded PDF manually to the guest via email or other means.

Guest Quote Access Screenshot

Note: Guests do not need an account to receive a quote. Quotes can be created without creating a customer profile.

Guest Access to Quotes

If a guest has an account and is logged in, they can view quotes under Account > Order History.
If not logged in or without an account, the guest will only receive the PDF you send.

Editing and Resending Quotes

You can edit the order and generate a new quote if changes are requested.
You may resend the quote multiple times until the order is finalized.

Learn how to convert a quote to a catering order here.

Catering Order Approval Workflow

Some stores may require manual approval before accepting catering orders.

Set approval requirements here
Approve orders here

Frequently Asked Questions (FAQ)

+ What’s the difference between Order Management, Upcoming Orders, Pending Orders, and Held Orders?

Tab	What It’s For	What You Can Do
Order Management	Manage open and upcoming orders at the store level.	View, modify, and manage orders currently in progress or scheduled.
Upcoming Orders	Shows upcoming catering orders by date or store.	Track, review, and prepare for scheduled orders.
Pending Orders	Orders submitted by customers but not yet approved.	Approve, edit, or cancel before finalizing.
Held Orders	Saved but unsubmitted orders (drafts or quotes).	Edit, update, or finalize saved orders.
Uncharged Orders	Orders with failed or incomplete payment.	Retry payment or resolve billing issues.

+ Where can I find existing quotes?

Quotes are saved under the Held Orders tab.

Open the quote
Edit or resend it
Finalize and submit the order

+ Once an order is approved, where does it appear?

Approved orders appear in the Upcoming Orders tab grouped by date or store.

+ If orders are approved centrally and assigned to revenue centers, how can a store see its pending orders?

They will appear in the Pending Orders tab for review, approval, or edits.

+ Where can I print catering order packaging slips?

Go to the Order Management tab
Select the store that placed the order
Click Print next to the order

Note: This prints a packaging slip with all order details to include with the delivery.

+ What is the Default Catering Revenue Center used for?

The Default Catering Revenue Center controls where orders go when no specific store or center is assigned. This helps in:

Routing orders to the correct location
Centralized approval workflows
Ensuring order visibility for fulfillment