High Level Breakdown.

Most smaller catering shops won't need to create multiple sites in the system and they can get by with just using the "Default" site that is automatically created in CaterShark when their catering portal was first created.  However, defining additional sites can be advantageous if you have geographically separated catering facilities, have menu options that you don't want to be made available to all your locations, have different pricing or GL Codes, have separate administrators that oversee various site locations, etc...

The below breakdown is not a full list of all our functionality, but it gives you an idea of what is defined and is setup at what level in the CaterShark catering software system.


At the Business level, you can define the following:
  • Event Types
  • Staff Types
  • Sales Taxes
  • Sales Codes
  • Menu Option Categories (desserts, seafood dishes, beef dishes, etc…)
  • Upload Style Sheet to customize your site’s look & feel
  • Manage Users or setup other Full Administrators to have full access
  • Run Reports
  • Create events on behalf of any customer at any office location
At the Site level, you can define the following:
  • Account #
  • Setup Internal Customer # and one or more External Customer #’s
  • Stock Vendor
  • Yellow Zone Warning – displays a warning message when creating an event if the Event Date is only X days out.
  • Red Zone Warning – stop user from creating an event if the Event Date is only X days out.
  • Choose a Workflow Type
  • Select which Event Entry Types are allowed – Event Wizard, Quick Submit, Both
  • Define and configure email notifications – customer registration, customer activation, event submitted, event updated, event final confirmed, event booked, event completed, event canceled
  • Configure Menu Options and set “allowed” Menu Options
  • Setup other Limited Administrators to have access to only certain administrative functionality
  • Create events on behalf of any customer at this office location
  • Define various Location Venues
At the Site Venue level, you can define the following:
  • Setup Cost Center Code for each venue

Administrative Breakdown:
The below breakdown lists what functionality the various access roles allow the login to do within the catering software system.

Catering Master
This is the user who signed up for the CaterShark Catering Portal.  This user has Full Administrator access as well as access to do the following:

  • Upload Stylesheet
  • Update the Credit Card on file for use by your selected pricing plan
  • Upgrade your Account to allow for additional Office Locations
This is a full administrative user who has access to perform any catering tasks across your entire business as well as across any office location:
  • Event Types
  • Staff Types
  • Sales Taxes
  • Sales Codes
  • Stock Vendors
  • Menu Option Categories (desserts, seafood dishes, beef dishes, etc…)
  • Upload Style Sheet to customize your site’s look & feel
  • Manage Users or setup other Full Administrators to have full access
  • Run all Reports
  • Create additional User Accounts and setup appropriate privileges on each
  • Create or Import Stock Ingredients
  • Create Recipes
  • Create Catering Events on behalf of any customer at any office location
  • Mark Events Completed
  • Import Paid Invoices
  • Manage Menu Options
  • Link Recipes to Menu Options
  • Link Menu Option to Locations
  • Add/Modify anything on any event such as the Kitchen Ordering Ticket (KOT), Front of House (FOH), etc…
This is an administrative user that has privileges to setup or perform only certain tasks as given to them by a Full Administrator
  • Run Reports for office location(s) that user has access to
  • Create or Import Stock from stock vendor allowed as per office location(s)
  • Create Recipes
  • Create Catering Events on behalf of any customer at allowed office location(s)
  • Mark Events Completed (if privilege was given)
  • Edit Kitchen Ordering Ticket (KOT) (if privilege was given)
  • Edit Front of House (FOH) (if privilege was given)
  • Create additional Limited Administrator or Customer User Accounts as per office location(s)
  • Manage Menu Options at allowed office location(s) (if privilege was given)
  • Manage Menu Options on the Events at allowed office location(s) (if privilege was given)
  • Mark Events Completed (if privilege was given)
This is a customer who has been given access to login and submit Catering Events to you.
  • Run Event Reports (on the events they created
  • Create Events using Event Wizard or Event Quick Submit
  • View their existing Catering Events using a list view or calendar view
  • Browse through the Menu Options that are allowed at their location
  • Update their User Profile (address, email address, etc…)