FreeDAM is able to record the catering required for a funeral and can produce a catering order form or email to send to the caterer.
Catering orders are able to be emailed by using the ‘copy to clipboard’ button and then ‘pasting’ (Control v) into an email ready to send.
Once a catering location has been entered the catering location will be displayed in the Locations / Services screen.
Catering company’s are able to be set up in the ‘Preferences – People – Caterers’ screen.
Each individual Catering company’s menus/options are able to be set up in the ‘Preferences – Funeral Requirements – Catering Options’ screen.
Entering a Catering Location
The Catering Location can be selected from a drop down list of known locations associated with the funeral or freely typed into the address fields.
Check boxes are available for Lounge Required, Food only and for the catering to be delivered to the funeral home rather than the catering location.
The ‘Family Note’ is to indicate the movements of the immediate family.
You are also able to enter the catering delivery time and the time for the arrival of the guests.
Entering a Catering Order
The catering order is able to have a caterer selected from a drop down list or freely typed into the fields.
Select a caterer from the drop down list.
FreeDAM will now load that particular caterer’s menu options, phone, fax and email details.
The Results of selecting a menu item are as follows.
Note that the price per person is now filled in and the description of menu1 is displayed in the comments/instructions field.
Fill in the number of people, any additional costs and any additional staff members to help out.
An example of a completed catering order.
You can add comments and instructions for the caterer to the comments field as required.
The Catering order can be sent to the caterer via a printed report to be faxed or emailed as a pdf or as an email.
To send as an email
- click the ‘Copy Order to Clipboard’ button
- Open your favourite email program
- Create a new email
- Click in the body of the email message
- Right click and choose ‘Paste’ or use ‘Control’ + ‘v’ on you keyboard.
The result will take the following form.
Setting up the Catering Options
For ease of use you are able to set up your standard caterers and set their menu options in the preferences of FreeDAM.
First you will need a list of all the caterers you use.
Caterers
- Go to ‘Preferences – People – Caterers’
- Click Insert
- Enter the caterers name, address and details
- Click accept.
Do this for each of your caterers until all your caterers are entered.
Next you will need to add the catering options (or menu items) for each caterer.
Catering Options
For each caterer you are able to save the various catering options that they offer.
- Go to ‘Preferences – Funeral Requirements – Catering Options’
- Click ‘Insert’
- Select from the drop down list the caterer for which you wish to add a catering option to.
- Name the catering option in the ‘Catering Option’ Field
- Enter a price per person associated with this option if applicable
- Enter the description of the catering option.
- Click ‘Accept’
Do this for each menu item that each of your caterers offer.