Would you like to share the order overview online with your staff instead of sending a PDF? You can!
Where can you find the overview?
Go to Calendar
Select the assignments for the overview
Click on Lists and overviews in the top right-hand corner
Click on Order overview
Settings for the overview
You have various settings for the overview. Below is a brief summary with explanations for some of the settings:
Details
Details
Show general info
(order details such as date, category, number of people)
Show logo
(Shows brand logo)
Show location
(Shows linked location)
Show customer
Show billing address
Show customer comment
Show comments
(Displays the internal comments for the order)
Show location description
Product information
Product information
Show products
Show package items
(Displays products included in a [package)
Show quantities for packages
Show prices
Show product descriptions
Show product line comments
(Displays the comments you have added to products)
Show hidden products
(Shows products that are hidden using the eye icon on the right)
Show shopping list
Show recipes
Show presentation methods
Show allergens
Show linked materials
Materials
Materials
Show materials overview
Show images (on the PDF download; the online version always shows them)(shows the images of the materials)
Planning / rundown
Planning / rundown
Show schedule
Show internal planning comments
Show linked products in the planning
Staff
Staff
Show staff
Show vehicles
Tick the boxes next to the details you want to appear on the overview.
Would you like to save different settings for next time? Then check out this article → Saving your preferences
Generate and share the overview
Click on 2. Generate an online overview, optionally share with your team, or download
Select the colleagues who will receive the overview by email.
Click on the dark green button Generate, share and open overview in a new window.
The overview will be generated and opened in a separate tab. (This may take a few seconds if it is a large assignment).
If you would prefer to download the overview, click on the grey button Download order overview (PDF).
Share the overview with your staff quickly and easily in one go – handy!
Do you have any questions about this? Please feel free to contact us!
Kind regards,
The Catermonkey Team 🍌