Food and drink

Restaurant, café and catering

Recipes with ingredient stock, a quick till, food cost, delivery apps and catering events.

Made for Restaurants, cafés, bakeries, cloud kitchens and caterers

Start with the Restaurant, café and catering setup All business types

Already have a workspace? Open Settings, then Business type, and add this setup to it.

What is ready on day one

Accounts added to the chart

  • Card and Delivery App Settlements Receivable
  • Kitchen Equipment
  • Gift Cards and Prepaid Vouchers
  • Tips and Service Charge Payable
  • Dine-in Sales
  • Takeaway Sales
  • Delivery App Sales
  • Catering and Event Income
  • and 12 more

Items and services

  • Delivery fee
  • Service charge
  • Catering, per guest
  • Event staff, per hour

Warehouses

  • Main store
  • Kitchen
  • Bar or coffee station

Departments

  • Kitchen
  • Service
  • Bar or coffee
  • Delivery
  • Stores and purchasing
  • Management

Divisions and locations

  • Dine-in
  • Takeaway
  • Delivery apps
  • Catering
  • Main branch

Invoice wording

TAX INVOICE

Thank you for dining with us.

Workflows, step by step

Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.

Catering or event booking

9 steps

From the first enquiry to the event day, the invoice and the feedback.

  1. Add customer
  2. Event details
  3. Send the menu and the quotation
  4. Tasting (if wanted)
  5. Booking confirmed with a deposit
  6. Order ingredients and plan the prep
  7. Event day
  8. Final headcount and invoice
  9. Balance collected

New food supplier approval

6 steps

Check a new supplier for food safety before you buy from them.

  1. Add supplier
  2. Collect the documents
  3. Taste and check a sample
  4. Check the first delivery
  5. Approve the supplier
  6. Add to the system with prices and terms

Customer complaint

7 steps

Handle a complaint from the first message to the follow-up call.

  1. Add customer
  2. Log the complaint
  3. Reply to the customer
  4. Find the cause
  5. Decide the remedy
  6. Put it right
  7. Follow up

Tasks that repeat

These start as templates. Turn on the ones you want and they appear on the right day.

Opening checklistEvery dayEverything before the doors open.
Closing checklist and cash-upEvery dayCash-up, clean down and lock up.
Fridge and freezer temperature logEvery dayWrite the temperature twice a day.
Order from suppliersEvery weekOrder to the par level for the coming week.
Count the key ingredientsEvery weekCount meat, dairy, oil and drinks every week to catch waste early.
Food cost reviewEvery monthCompare food cost percentage with the target.
Reconcile delivery app payoutsEvery monthMatch the app statement with your sales and fees.
Deep clean and pest controlEvery monthSchedule the deep clean and the pest control visit.
Staff health cards and permitsEvery 3 monthsCheck food handler cards and the restaurant permits.
Menu engineeringEvery 3 monthsFind the dishes that earn the most and the ones that lose money.

Sales pipeline

  1. Enquiry
  2. Menu and quote sent
  3. Tasting
  4. Deposit paid
  5. Confirmed (won)
  6. Lost

Other business types