Presentation Transcript

1. Commercial – Client PalateMultiple Chargelines

   Walk Through
2. Options on Your Catering Home Page Based on the location you choose, you can view any catering specials.
3. Options on Your Catering Home Page You can also view your recent orders on your catering home page. From there, you can choose an order to view and/or work with it. Click into the order to add it to your favorite orders on your home page. This will make it quicker to repeat your favorite orders as you can start them from here. Click into an item to add it to your favorite items. You can even begin a new order by starting with your favorite items. Based on the location you choose, you can view any catering news.
4. Placing an Order You can select a different location here Type in all required information Click on “Place an Order”
5. Delivery Information Type in all required information You can select a different location here Enter in event name here Click on this to bring up the calendar Click on “Place an Order”
6. Event & Special Instructions This is where you can personalize your order, enter in specific details for your order. This is where you can email several people about this event. Please separate emails with a semi colon. Click on “Save Event”
7. Entering in a Chargeline Choose from the drop down and then click the submit button below. Once you have added it you will see it above the continue button. After you choose your payment click “Continue” to add items to your order Click “submit” to use one of your online wallet IFMS chargelines Please note: the first line item associated with a chargeline is the chargeline that all the service charges and taxes will get applied to.  This is important because the U.S. Government orders cannot have taxes or service charges.  You will need to make sure to not apply the U.S. Government chargelineto the first line item.
8. Selecting the Certificate Important note : select the correct Certificate labeled 2296031 when you submit the chargeline so it can be validated.
9. The Menu You can search the menu by typing in the search text box or by clicking on the magnifying glass to expand your search to price, servings or by category.
10. Selecting a Menu Category Click on the drop down box for a list of selections
11. How to Add an Item to Your OrderPlease note: adding an item to your order will add the chargeline for payment Click on the drag to cart to drag the specific item into the shopping cart Rapid ordering allows you to enter the quantity amount in the text box and click “Add to Cart” Or you can click on the item in red to view details on the item and enter in specific comments
12. Entering in Quantity & Special Instructions If this is an item you like to order frequently you can click “Add to favorite items” and you will view this item on your home page when you log in. Enter in special instructions here Enter the quantity of the item and click “Add to Cart”
13. Viewing Your Shopping Cart Click to delete current order Please note: the first line item associated with a chargeline is the chargeline that all the service charges and taxes will get applied to.  This is important because the U.S. Government orders cannot have taxes or service charges.  You will need to make sure to not apply the U.S. Government chargelineto the first line item. Click to empty cart Click to create a new order Click to repeat order Change the quantity of a specific item by clicking in the text box or using the + or - Click to view cart If you no longer need the item in the cart click on the trash can and it will automatically delete it Use the drop down to select the chargeline for payment. You will need choose a chargeline for each item if there is more than one. If you are using only one it will add it for every item. If everything looks correct in your shopping cart, click Checkout
14. Confirming Your Order Check to make sure all the information is correct
15. Submit Order If everything is correct, click “Continue” If you would like to add more items to this order, click “Continue Ordering”
16. Continue to Complete Your Order Click “View Receipt” to print a receipt of this order Click “Continue” to complete your order
17. Back to Your Catering Home As soon as you click on continue you should be brought back to “Your Catering Home” this means the order went through. You should be receiving an email notice.
18. Changing Your Order Click on “View Order’ next to the order you would like to change
19. Changing Your Order Click on the icon “Change Order’ to make changes to this specific order To save this specific order to your order favorites and to be shown on your home page click on the icon “Add to Favorite Orders’
20. Changing Your Order (continued) Click on the icon “Change Order’ to make changes to this specific order If you changed your mind Click on “Do Not Change” this will bring you back to your “Catering Home” To make a change to your order Click on “Change Order”
21. Repeating Your Order Click on “View Order’ next to the order you would like to repeat
22. Repeat Order Click on the icon “Repeat Order’ to repeat this event
23. Repeat Order (Continued) Click on “OK’ to repeat this event or “Cancel” if you decide not to repeat the event
24. View Your Events Click on “History’ to view the history of your events
25. View Your Events (Continued) This brings up several options for you to choose from! We chose “View Event List”
26. Reports Click on “Reports’ to see a list of your transactions or print the menu. Chose from the drop down which report you would like to run Click on “Add to my Reports’ to see this report on your catering home page
27. Purchaser Reports (Continued) Fill out the criteria for the report you would like to run. Click “Execute Report” to view the report

28. Commercial – Client Palate

    Taste the Power