Dashboard
Active Orders
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In preparation or ready
Pending Quotes
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Awaiting customer confirmation
Pending Deposits
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No outstanding items
PO Deadlines
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No active PO issues
Today's Catering Slots
| Time Slot | Order Number | Customer | Zone / Pick-up | Status | Assigned Driver |
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| No scheduled orders for today | |||||
| Order Number | Customer | Date Required | Slot Time | Total Value | Status | Actions |
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| Quote Number | Customer | Date Created | Quote Total | Status | Actions |
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| First Name | Last Name | Company | Phone | Preferences | Type | Actions |
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| Name | Category | Size / Unit | Price | Pricing Type | Actions |
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Team Access Controls
| Role | Status | Action |
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Deposit Rules
Deposit rules determine when a 50% deposit block is flagged automatically on newly built quotes:
- Custom Cakes: 50% advance payment required for all custom cake orders.
- Deli/Catering Orders: 50% advance payment required for orders exceeding $1,000.
- PO Exceptions: Corporate/Gov Purchase Orders are exempt from advance payment, except when ordering custom cakes.