Master User Guide
Master User Guide
CaterSharkTM Users Guide
Welcome.......................................................................................................................................... 4
The Run-down ................................................................................................................................. 5
System Users ................................................................................................................................... 6
Logging In ....................................................................................................................................... 7
System Dashboard: ......................................................................................................................... 8
Events – Adding & Viewing............................................................................................................ 13
Creating Events.................................................................................................................................. 13
View Events ....................................................................................................................................... 16
Event Details Screen........................................................................................................................... 17
Mark Completed Events ...................................................................................................................... 20
Importing Paid Invoices ...................................................................................................................... 21
Site or Location Setup ................................................................................................................... 22
Manage Sites ..................................................................................................................................... 22
Enable Payments................................................................................................................................ 25
Manage Site –Email Options ................................................................................................................ 26
Site Venues ....................................................................................................................................... 29
List Setup ...................................................................................................................................... 30
Event Types....................................................................................................................................... 30
Staff Types ........................................................................................................................................ 30
Sales Taxes ....................................................................................................................................... 30
Sales Codes ....................................................................................................................................... 30
Menu Options – Managing & Viewing ............................................................................................ 31
Manage Menu Options ........................................................................................................................ 31
Menu Option Categories...................................................................................................................... 32
Browse Menu Options ......................................................................................................................... 32
Link Recipes to Menu Options.............................................................................................................. 33
Link Menu Options to Sites .................................................................................................................. 34
Stock – Managing & Adding New Stock Items .............................................................................. 35
Manage Stock .................................................................................................................................... 35
Import Stock...................................................................................................................................... 36
Stock Vendors.................................................................................................................................... 37
Recipes – Managing & Adding New Recipes .................................................................................. 38
Manage Recipes ................................................................................................................................. 38
Add New Recipe ................................................................................................................................. 39
Conversion Tool ................................................................................................................................. 39
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CaterSharkTM Users Guide
Users & Contacts - Managing Users & Updating your Contacts ..................................................... 40
How a Catering Master User is Setup ................................................................................................... 40
How to Create another Full Administrator User Account ......................................................................... 41
How to Create Limited Administrator User Accounts .............................................................................. 42
How to Create Customer User Accounts ............................................................................................... 44
Email Newsletter Module..................................................................................................................... 48
Reports .......................................................................................................................................... 50
Report Dashboard .............................................................................................................................. 50
Event Detail Report Navigate to: Reports > Event Details ...................................................................... 50
Event Cost Report Navigate to: Reports > Event Cost............................................................................ 50
Export Data ....................................................................................................................................... 50
Update My Profile – Administrators ...................................................................................................... 51
Update My Profile – Customers ............................................................................................................ 51
Sync with Mobile Phone Apps .............................................................................................................. 52
Account Settings – Catering Master .............................................................................................. 53
Upgrade Plan ..................................................................................................................................... 53
Upgrade Credit Card ........................................................................................................................... 53
Edit Your Catering Site Header Login/Registration Text ......................................................................... 54
Edit My Catering Site Header Step-by-step ........................................................................................... 55
Edit My Catering Login & Registration Text Information ......................................................................... 60
Edit Login & Registration Text Step-by-step. ......................................................................................... 61
Upload Stylesheet .............................................................................................................................. 65
portal.css Customization ..................................................................................................................... 66
Header Icon and Title CSS Colors ........................................................................................................ 67
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CaterSharkTM Users Guide
Welcome
Welcome to the CaterShark User’s Guide!
We’re glad you’re either evaluating our hosted catering solution, or are now in the process of implementing the product
within your organization. Configuring and choosing the areas of functionality that you’re going to take advantage of,
could play a crucial part in how you do business or how you stay organized.
CaterShark is a world-class hosted catering solution which was built from the ground-up while utilizing the influences of a
large catering food service vendor. However, the CaterShark system itself can be tuned and be a valuable part of any
small to large business alike. There are actually very few hosted catering solutions available on the market, and we feel
our product is the best valued solution out there. All of our packages come with virtually unrestricted functionality. We
offer unlimited users, APPS for mobile devices, and all of our professional packages offer the ability to add an unlimited
number of catering events into the system. The interface is highly customizable and there all kinds of bells and whistles
to choose from which help make it a flexible solution that will work for almost any catering company.
If you haven’t already registered and created your private CaterShark Catering Portal, the easiest way is to navigate to
http://www.advancedchef.com/signup.aspx.
Simply put, you could read and learn about all the detailed workings of the product, however the easiest way to learn, is
by doing! Please take a moment to sign up for our free plan and create a free catering portal for your business. This
free 30 day trial will allow you to kick the tires and plan for how you’d like to implement the product and make the
product work for your own unique catering business. You’ll be able to upgrade from the free plan at any time just by
logging into your portal and clicking on the Upgrade Plan link. And, NO, you won’t lose any of the data that you entered
while testing out the product in the free plan! So feel free to configure and begin setting it up as you would eventually
plan to go LIVE with it. Also, it may be helpful for you to follow along inside your new CaterShark catering portal as you
read through the associated sections within this manual. Also, if you get stuck on a particular screen, CaterShark has
Quick Tips available at the top of most screens (A) that can help you out!
A
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CaterSharkTM Users Guide
The Run-down
Catering Events are the front-most and foremost important part of any catering software package (obviously)! However,
in order to understand the system, we must start at the foundation and work our way up to catering events. Also, we
must mention some catering companies or even restaurants that might just do catering as a side business, may not need
or want to use ALL the functionality within CaterShark. You must pick and choose what can make your life easier and
save your company money by doing tasks such as Recipe Costing! After all, shouldn’t a software product make your life
easier rather than more difficult? We thought so too!
Here’s a quick run-down on how the system and system users are structured within CaterShark:
1. You either manually add stock (ingredients) into the system or, use our Excel template to import a stock list that
either you’ve created, or you’ve received from your food vendor. Adding stock into the system is crucial if you want
to take advantage of Recipe Costing and Servings Recalculation. By adding stock ingredients into the system, it tells
CaterShark the quantity of a particular item, as well as how much the item costs. For example, you may purchase 1
jar of peanut butter from the grocery store for $3.50, or you may purchase 1 case of peanut butter which contains 6
individual units from your food vendor for $12.00. Adding stock into the system is pretty straightforward, and we’ll
go into more details on this functionality later on in the manual. It can sometimes be a tedious task to get stock into
the system and to keep the pricing up to date. However, this can be an invaluable part of controlling costs and
having an idea of how much a particular plates cost to create. Once you bite the bullet and initially get your most
common stock items into the system, keeping the pricing up to date doesn’t typically take much time.
2. The next building block after stock is recipes. CaterShark allows you to build recipes and select ingredients from your
stock list when entering your recipes. If you don’t want to select ingredients from your stock sheet, CaterShark
won’t be able to calculate the cost breakdowns for you or to help you estimate valid profit percentages; however you
can still manually type in recipe ingredients if you choose to do so.
3. Next comes the creative part, building menu options! Menu options may contain one or more of your recipes. You
can have fixed price menu options, or cost per person menu options in the system. An example of a fixed price menu
option might simply be that you charge an extra $200.00 on any catering event wherein you are asked to provide the
table linens for the event. A cost per person menu option would be something such as $25.00 per plate for your
Prime Rib Steak Dinner with Asparagus and Baked Potato menu option. Also, if you have a CaterShark catering plan
that allows for more than one site location (for large catering companies), then you can also restrict certain menu
options to only be available at specific site locations. More about this will come later in the manual.
Whereas stock and recipes are only seen by administrators of the system, menu options will be available for your
customers or clientele to be able to browse through if you choose to allow your customers to create and submit catering
events to you. When creating menu options, you can also be as narrow or as broad as you’d like when you set them up.
For example, you could create a menu option category called Beef Entrees. Then, you could create various cuts of steak
within this category. This would be an example of creating menu options that are very narrow and would force your
customers to choose a type of steak, and then to choose a different menu option that might for example be a vegetable
dish to go with their Prime Rib Steak selection. An example of being very broad would be to create an entire dish as by
itself, is its own menu option. An example such as Prime Rib Steak Dinner with Asparagus and Baked Potato might be a
sample menu option. Also, with the CaterShark menu option creation screen, you are able to upload pictures of your
menu options. Your customers will then be able to browse through these dishes and get a great view of what each of
your selections might look like. Some other great ideas for categories of menu options: Beef Entrees, Seafood Choices,
Vegetables, Desserts, Appetizers, Surf & Turf, etc… Also, just to whet your appetite a little more… all CaterShark plans
allow for free APPS for Droid and Blackberry mobile devices.
Once you’ve created your menu options, events can then be created and particular menu options can be added to the
events. You can either do this for your customers, or as mentioned, allow your customers to browse through and add
these menu options to catering events themselves. We’ll cover more about event creation later.
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CaterSharkTM Users Guide
System Users
There are essentially 3 types of users within the CaterShark system.
Full Administrators, Limited Administrators and Customers.
1. Full Administrators are global users. If you have personnel that you would like to be able to view and modify
ALL aspects of your catering data across all of your sites, then you can give them full administrative privileges.
Full Administrators will have all access to all functionality within the system except for the fact that ONLY the
person who signed up and created the CaterShark catering portal will have the ability to Update the Credit Card
on the account, Upgrade the CaterShark plan itself, or modify the visual elements of CaterShark such as the
header and footer of the portal (company logos, verbiage, etc…). The person who created the CaterShark portal,
not only is a Full Administrator, but is also referred to as the Catering Master.
2. Limited Administrators can have access to one or more specific sites in your portfolio. They can also be
restricted on the following if you choose to do so:
Kitchen Order Ticket – allow or disallow them to change the portion counts for the menu options on
catering events.
Front of House – allow or disallow them to change the staff counts, rate per hour, or start/end times for
staff on catering events
Manage Users – if you have more than one catering site, you can allow or disallow this person to manage
other users at their site (other limited administrators as well as customers)
Menu Options – allow or disallow them to add or modify menu options at their assigned site(s)
Event Menu options – allow or disallow them to add or modify menu options on the catering events at
their assigned site(s)
Mark Catering Events as “Complete” – allow or disallow this user from marking catering events at their
site(s) as being completed.
3. Customers are essentially your clientele. These are the people that hire you and pay your for your catering
services. You can have your clientele go directly to your private CaterShark catering portal and create and submit
events. Or, you can meet with them or speak with them on the phone and create and track these events in the
system on their behalf.
There are many benefits to handing out pamphlets or business cards to your customers which could contain the
URL internet address to your CaterShark catering portal. The first time they come to your portal, they will need
to register. Then, they’ll be able to browse the menu options that you’ve created and receive email notifications
of their catering events whenever they change status. This is all configurable by you as a Full Administrator. You
can decide what email notifications will go to your customers as well as to even receive notifications yourself
anytime a customer registers on your catering portal. Also, if you have repeat customers that regularly schedule
events with you, consider letting them download the CaterShark APPS for their smartphones. They’ll be able to
submit events to you while on the go and the events will automatically be added into your CaterShark account
and be viewable online!
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CaterSharkTM Users Guide
Logging In
Once you’ve signed up for a CaterShark catering portal you will be able to immediately login to the system. You
should’ve also received an automated email containing your login credentials and the web address that you will use to
access the system. You should save this email in a safe location and even create a browser bookmark or favorite so that
you can easily get back to your CaterShark login page. Your CaterShark login page will be associated with the Business
Name you entered on our signup page. For example, if you catering company name is XYZCatering, then your
CaterShark portal’s login page would be located at: http://www.advancedchef.com/XYZCatering. This will be the
page you come to anytime you wish to login and access your system. If you want your customers or clientele to access
the system and be able to browse and submit catering events directly to you or members of your organization, then this
web address would also need to be handed out or communicated to your customers.
Once you’ve reached the CaterShark login page for your company, login with the Username and Password that you
created during the signup process. You will also notice that there is a Registration button on your login page. This
button can be used by your customers to initially register with your catering portal. After they’ve registered, you can
elect to receive an email stating that somebody has registered in your portal, as well as go in and modify their user profile
and assign them the correct information such as the Site they’re associated with, whether they are a taxable user, etc…
We’ll go into more details about this information when we discuss the Manage Users functionality of CaterShark.
After you’ve successfully been logged into the system, you will be brought to the system Dashboard. For the topics
covered by this User’s Guide, we will assume you are logged into the portal as an Administrative user and are logged in
also as the user who actually signed up and created the CaterShark portal (the Catering Master). If you were logged in
as a Customer, the Dashboard would look much less complex and wouldn’t have all the detailed administrative functions
such as managing stock, recipes, sites, etc…
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System Dashboard:
You will see the following sections on your system Admin Dashboard (A) when logged in as the Administrator who
created the portal. These same items are also available on the top menu bar (B) throughout the application:
B
A
A
A
A
A
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CaterShark Administrative Dashboard Version 2.0. The Main Dashboard page is comprised of (5) main elements
that will help you keep track of all your catering needs. It places all commonly used functionality at your fingertips so
you don't have to bounce around to various pages to collection the important information you're looking for. Some
elements such as graphs and grids are fully customizable so you can choose what data elements you'd like to see
displayed by default, as well as in what order. Also, all administrative users who login to your private catering portal
will land on this new view of your catering data. It lays out your catering business at-a-glance and shows you recent
events as well as upcoming events. Some of the features on this page are as follows:
1. Calendar View of your Events - see all your events, organized by status on the calendar. Quickly see
your upcoming events or any events that you may need to perform action upon in order to be fully prepared
for the event to take place. See newly created events, events that have been submitted, booked, or even
cancelled.
2. Google Calendar Sync - create a Google calendar on Google.com and set it up on your PC, MAC, or
your mobile devices. Then, sync your calendar with CaterShark so you always know your catering
schedule. As you create events in your Google calendar, watch them pop into your CaterShark event
database. Or, as you or your employees create events in CaterShark, instantly see them show up on your
google calendar which might be pushing events down to your mobile device, or for which you might be
creating on your calendar on Google.com.
3. View Events by List - quickly view your events in list format, open up a full page view of your events,
search for events by name, or by status, setup your custom column view, and even export and print your
event data!
4. Browse Contacts, Users, Vendors - search for various people under your catering umbrella. View or
edit your contacts, users, and vendors. Quickly find the phone number for one of your vendors or customers
or even add new people into your system.
5. Charting & Reporting Graphs - setup a default view of whatever charting data is most important to you.
Customize what chart you'd automatically like to see by default whenever you login to CaterShark. Possible
charts to choose from can be Past Events, Upcoming Events, Events by Status, Daily Income Chart,
or Weekly Income Chart. See how your business is performing at-a-glance.
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The menu bar at the top of the screen corresponds to the individual dropdown items in the top menu bar will direct
you to any location in the site. This menu bar is available on every page. Menu Bar Items:
Home
My Dashboard – Directs User back to main dashboard page.
My Web Profile – view or update your CaterShark catering profile, change your password, or sync your
CaterShark user account with a supported Mobile Device such as the CaterShark BlackBerry Mobile App or the
CaterShark Droid App.
Events
(Create Event)
Wizard - create a new catering event using the Event Wizard
Quick Submit – create a new catering event using the Quick Submit Form
Full Page – create a new catering event using the Full Event Details Form
Proposal – create a new catering event proposal using the Event Proposal Form
(View Events)
Calendar – view all upcoming catering events in calendar mode
List – view or search for past or upcoming catering events in list view mode
(Other Stuff)
Mark Completed Events – mark past events with a status of “Completed”
Import Invoices – import a CSV/Excel file of events that have been “Paid” by the customer
View Task List – Links the user to the full page version of the Dashboard task list.
Menu Options
(Menu Options)
Manage Menu Options – setup and define your menu options that can be added to catering events
Menu Option Categories – manage the list of categories to classify your menu options under (desserts, beef
dishes, appetizers, seafood, etc…)
Browse Menu Options – browse the menu options using the view that your customers will see them in
(Other Stuff)
Link Recipes to My Menu Options – link recipes that you’ve setup to specific menu options. For example, add
your Shrimp Cocktail recipe to your Shrimp Cocktail Menu Option.
Link Menu Options to My Sites – allow or disallow certain menu options to be available to specific Sites in
your system (if you are a larger catering company with multiple Sites)
Recipes & Stock
Manage My Existing Recipes – view, modify, or export the recipes in your system, perform servings
calculations, get suggested sell values, or see detailed cost per portion data.
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Add New Recipe to My Database – add a new recipe into the system, add ingredients from stock, create
detailed recipe cooking instructions, add a nutritional information url link to 3 rd party nutrition sources such as
NutriSource.
CaterShark Conversion Tool – run a conversion to enter a unit such as 10 TSP and see the equivalent amount
in CUPS, TBSP, etc…
View My Stock List – view, modify, or add stock items into the system. Stock is the building block of Recipes.
Adding stock into the system helps you take control of costs and perform valuable cost per portion calculations
and recipe servings recalculation. You can enter bulk stock items such as large boxes from stock vendors, or even
enter smaller quantities of data such as 1 jar of peanut butter that you purchased for $3.50 at the grocery store.
Import Ingredients / Stock List – download the stock CSV/Excel template and have your stock vendors such
as Sysco provide you with their list of foods and food costs.
User & Contacts
Manage Website Users – view or modify the users who have access to your CaterShark catering portal. Grant
them access to one or more Catering Sites in your system, give them Full or Administrative Access, or set for
example if they are just a Customer in the system.
Manage Your Contacts CRM Module – Allows administrators to manage new client contacts outside the
website user accounts. This is great for salespeople who are tracking potential new clients. This module allows
admins to store notes and set call back times.
Manage Vendors – Manage your list of Stock Vendors that you currently allow stock to be associated within in
your system.
View Existing Newsletter Module – Gives the ability for administrators to develop, manage and email client
or customers newsletters.
Reports
Dashboard – provides a high level graphical/chart view of upcoming events and event status
Event Details Report – run a report and see the event details of events in a certain date range, site or status
Event Cost Report – see summary level event cost data of events in a certain date range, site or status
Export Data – export virtually any type of data in your system to CSV/Excel format (event data, recipes, stock,
list data, system users, menu options, etc…). You can then manipulate the data in MS Excel to integrate or
import into any backend accounting package you may have in your organization.
Site Setup
(Sites)
Manage My Sites – manage the Default site, or if you are a larger catering company with multiple sites, use this
page to setup various attributes such as email notifications, account #’s, customer #’s, workflow options, etc…
Manage Site Venues – manage or define all venues associated with each of your businesses’ sites
(Lists)
Event Types – manage the list of event types (weddings, funerals, etc…)
Staff Types – manage the list of staff that you can add to your events (dishwashers, servers, cooks, etc…)
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Sales Taxes – manage the list of Sales Taxes such as 6% for PA, 8.25% for CA, etc…
Sales Codes – manage your list of Sales Codes for use by your back-end accounting programs you may use.
Account Settings - (this menu item and section on the Dashboard will only be visible to the administrator who created
the CaterShark account. Other full administrators of the system will not be able to see or access these settings.)
Upgrade Plan – upgrade your CaterShark plan from any lower-level plan to allow for more Catering Sites or
upgrade after your 30 day trial/demo period has ended
Update Credit Card – update the credit card on your CaterShark account if your old card has expired or if
billing data needs changed
Edit Login/Registration Text – customize the look & feel of the Login Page on your CaterShark portal so that
your customers as well as fellow employees see your company logo and any other additional information you
wish to provide them. Also, you can customize the Header graphic and Text that will appear across ALL the
pages in the application. You can do this by using the Customize Header button at the top of the page (this
button will only appear if you’re logged in as the Administrative user who created the CaterShark catering portal
and signed up for the service). Perform these tasks to give your customers and clientele the appearance that
they’re still on your company’s web site if you’d like.
Edit Stylesheet – you can further customize your CaterShark catering portal by downloading the default
stylesheet and then uploading it when you’re finished. You can do this to change the fonts and colors used
throughout the application. Some restrictions do apply and not ALL customizations of the look & feel are
possible.
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CaterSharkTM Users Guide
Events – Adding & Viewing
Creating Events
There are three ways of adding events into the system if you are a user with Full Administrative privileges. However,
Customers in the system do not have the ability of initially creating an event using the Full Page Details method.
1. Wizard
Navigate to: Events > Create Events > Event Wizard
This step by step set of screens guides the user through event creation. This is a three step wizard that lands
you on the Event Details Review page
1
2
3
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2. Quick Submit – this is a simple, one page form which is intended for customers who don’t want to fill in a
lot of details through various fields on the screen. Instead, they are basically allowed to type into a
Description textbox all of the details that they would like added to an event as well as any additional
information they wish to convey to you, the caterer. Then, when the Quick Submit form is submitted, an
administrative user can open the full page details of the event and add Menu Options, as well as complete
the rest of the details on behalf of the customer.
3. Full Page Details – this is a full page form of all the details of an event and is available to administrative
users only during initial event creation, however customers can use this form only after they’ve initially
created the event using one of the two other methods. Administrators can submit events on behalf the
customers (A). Administrators may want to utilize this while booking events over the phone.
A
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CaterSharkTM Users Guide
4. Event Proposals
Navigate to: Events > Create New Proposal – The CaterShark system allows for proposal creation. A proposal
can be created for any existing web customer in your catering portal. When a proposal is created for a
customer the proposal is added to your event list just like any other event. Then only difference is that the
status is set to “Proposal”. Administrators can view existing proposals by navigating to the event list page
and then searching for events in the Proposal status. An event proposal can be made into an actual event by
viewing the event details for that proposal and then clicking on the “Make Proposal an Event” button. At
this point the proposal is made into an actual event and set to a status of “Created”.
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CaterSharkTM Users Guide
View Events
A. Calendar
Navigate to: Events > Calendar View – view all upcoming catering events in calendar mode
B. List View
Navigate to: Events > Event List View – view or search for past or upcoming catering events in list view mode
A
B
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CaterSharkTM Users Guide
Event Details Screen
Navigate to: Events > Event List View Select the Event you would like to view.
A. The Administration only area (A) bordered and highlighted in a tan color is only viewable by the catering
company administration. This section is hidden to your outside customers. In this area the administrators can
update, submit and book events as well as access the Kitchen Order Ticket and Front of House functionality.
A
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B. KOT – Kitchen Ordering Ticket - Each event has a Kitchen Ordering ticket. The KOT allows the admin to view
all the menu options selected for that event. If there are recipes associated with those menu options, the admin
can adjust servings on those recipes based on the actual servings needed for that event. Each recipe can be
exported with the new serving amounts.
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C. FOH – Front of House - Front of House (FOH) functionality allows you to setup which type of staff member(s)
will be required for each event. You can also specify the amount of each staff member, a start time and an hourly
rate. The Staff List can be exported as a PDF file.
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Mark Completed Events
Navigate to: Events > Mark Completed Events – mark past events with a status of “Completed”. This is then useful for
reporting purposes and allows you to know which events might have already occurred and no longer need any type of
management through the application.
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CaterSharkTM Users Guide
Importing Paid Invoices
Navigate to: Events > Import Invoices
Allows you to import a CSV/Excel file of events that have been “Paid” by the customer. This is then useful for reporting
purposes so you can export events and see which ones have outstanding invoices. You can also mark events as “Paid”
through the full page event details screen in the Administration section.
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CaterSharkTM Users Guide
Site or Location Setup
Manage Sites
Site setup is necessary regardless of whether you have a CaterShark catering plan that allows for one Site, or multiple
Sites. Larger catering companies that are spread out geographically and have different clientele will typically have
multiple catering Sites in the system. This allows them to tailor the system to fit the needs of the individual clients at
those locations. When a CaterShark portal is created, a Default Site is automatically added to the system. The Default
site cannot be deleted and must be used if you are running a CaterShark plan that allows for only one Site.
To modify a Site or create a new Site, navigate to: Site Setup > Manage My Sites. In the left-hand box, click on the Site
you wish to modify. Or, click on the Add Site button at the bottom of the page to create a new Site.
A. Account # - this field is used for any backend accounting programs you may have in order to tie events to a
specific Account #. Any events that are created by customers at this particular site will have this associated
Account# when an export of event data is performed on the Reporting screens. If you have only one Site in the
system, or if this field doesn’t pertain to any backend accounting program you may have, then you can leave it
empty.
Internal Customer # – this field is used for any backend accounting programs you may have in order to tie
events to a specific internal customer #. Any events that are created by customers at this particular site will have
this associated internal customer # when an export of event data is performed on the Reporting screens. If you
have only one Site in the system, or if this field doesn’t pertain to any backend accounting program you may
have, then you can leave it empty.
Sales Tax % – this field is used to calculate sales tax amounts on the event details screens. The items in the
drop down list come from the Sales Taxes list within your catering portal. If you need to specify a sales tax
amount or create a custom sales tax amount that is not one of the defaults, you can create a new item under
Sites -> Lists -> Sales Taxes. Once you’ve created your custom sales tax amount, it will then appear in the
dropdown on the Manage Sites screen. As long as the user creating an event in the system is marked as a
Taxable user, then the value selected within this drop down list will be used to apply appropriate sales tax on any
events created for this Site. Also, if there are specific events that get created that should NOT be taxable, there
is an option on the event details page to mark the specific event as NOT taxable. Otherwise, the sales tax
amount will be calculated based on the total event cost when on the event details screen.
Must Submit PO – if this checkbox field is “checked”, then any events created for this Site will not be allowed to
enter the status of Booked until a Purchase Order has been entered by an administrator on the event details
screen.
B. Zones:
Yellow Zone (days) – this field is used to generate a warning message to any customer if they try to schedule
an event that falls within the number of days from the current date. For example, if today is January, 1 st, and
you enter a 2 into this field, if the customer tries to schedule an event for either January 1st, January 2nd, or
January 3rd, when they try to save the event, a warning message will be generated. They will still however be
able to properly save the event. If you decide not to let customers use your CaterShark catering portal, and you
always enter events on their behalf, then this field can be left empty.
Red Zone (days) – this field is used to generate an error message to any customer if they try to schedule an
event that falls within the number of days from the current date. For example, if today is January, 1 st, and you
enter a 1 into this field, if the customer tries to schedule an event for either January 1st or January 2nd, when
they try to save the event, an error message will be generated and the event will not be allowed to be saved. If
you decide not to let customers use your CaterShark catering portal, and you always enter events on their behalf,
then this field can be left empty.
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C. Workflow Type – there are two different workflow options available in CaterShark. The workflow selected on
this site will apply to ALL events that are created and associated with this Site.
Simple Workflow:
Event is created by Customer, Event is then Submitted by Customer, Event is lastly Booked by a catering director
(a site administrator). The Simple Workflow is very basic and essentially allows the customer to create an event
and submit it. An administrator will lastly review the event, make any changes necessary, and then Book the
event.
Complex Workflow:
Event is created by Customer, Event is then Submitted by Customer, Event is reviewed and Updated by a catering
director, Event is Final Confirmed by Customer, Event is lastly Booked by a catering director. The Complex
Workflow is more suitable for situations wherein you want the customer and an administrator to have to interact
with the event several times before it works itself all the way to being a Booked event. In this workflow, the
customer must create the event and then submit it for review. An administrator must review the event, fill in
additional details such as extra charges, possibly add additional menu options, or even a Purchase Order #, then
they must mark it as Updated. This triggers a notification back to the customer for them to do a Final
Confirmation of the event in order to confirm that they have in fact checked it over and are happy with it. Lastly,
after the customer does a Final Confirmation, an Administrator must go in and Book the event.
D. Event Entry Type – there are three options to choose from for Event Entry Type. You can choose to only allow
your Customer to submit events either by using the Wizard only, Quick Submit only, or you can let them use
whichever method they prefer. For example, if you choose Wizard only, when the customer logs into the site,
they will only see this available option and the Quick Submit functionality will not be visible anywhere on the
menus or home page.
E. Stock Vendors Allowed – you can specify one or more Stock Vendors that administrators will be allowed to use
at this particular site. When an administrator adds an item to the Stock List, or performs a Stock Import, they
will need to select from the list of one of their “allowed” stock vendors. The items in the Available stock vendors
drop down list come from the Stock Vendors list within your catering portal. If you need to add a new vendor
such as Sysco into the list, go to Stock -> Stock Vendors. Once you’ve created your Stock Vendor, it will then
appear in the dropdown on the Manage Sites screen.
F. External Customer #’s – this field is used for any backend accounting programs you may have in order to tie
events to one or more external customer #’s. Any events that are created by customers at this particular site will
have this associated external customer # when an export of event data is performed on the Reporting screens.
If you have only one Site in the system, or if this field doesn’t pertain to any backend accounting program you
may have, then you can leave it empty.
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A
B
C
D
E
F
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Enable Payments
With the newest release of CaterShark, a new payment integration method exists between PayPal and your private
CaterShark Catering Portal.
How it works:
Whether you create catering events and maintain full control over the event data, or even if you choose to eventually
allow your customers to be able to login as a "customer" to your private CaterShark Catering Portal, our PayPal
integration can make your life easier when the time comes to collect payments from your customers.
There are two ways to collect payments from your customers using CaterShark:
1. After all event data has been added (menu options, events costs, etc...) and an event total has been
calculated, you can generate a one-click payment to your customer's email address.
2. Or, if you catering customer is submitting the catering event themselves, before they are allowed to submit
the event, they must pre-approve the payment for the event. This is a quick and painless process for your
customer and they can choose to pay by Credit Card, or with their pre-existing PayPal account. Then, after
the event, simply login to CaterShark and click a Generate Payment button to officially charge your customer
for the agreed-upon amount.
With either of the above two solutions, your money remains in your PayPal account until which time you choose to login
to PayPal and transfer it to your bank account.
PayPal payments can be quickly setup in the system and all that is required is that you have a free PayPal business
account. This process is simple and can be completed in minutes from the PayPal Business Signup page.
PayPal rates can be negotiated with PayPal based upon your sales volume. PayPal rates are typically 1.9%-2.9% along
with a .30 transaction fee and a .20 CaterShark convenience fee per transaction.
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Manage Site –Email Options
Email Options – this tab (A) will allow you to configure various email notifications that can be sent anytime catering
events change statuses or customers register or are activated in the system. Also note that when Event changes occur in
the system that the Event will be sent as a PDF file attachment in any emails that are generated.
Website Email Contact Display – specify a “contact us” email link which will be displayed in the upper-right-hand
corner for your customers. This will help guide them on who to notify within your organization should they have
questions or comments when using your catering portal.
Final Confirmation Notification Email Addresses – this will allow you to specify some additional email addresses of
people in your organization of whom you would like to notify when events at this Site are Final Confirmed by a customer.
This will be a separate email sent out to additional people other than people who will be notified if you also configure the
Upon Event Final Confirmation notification.
Upon Customer Registration – configure email notifications to be sent to an Administrator who is assigned to this Site
as well as the Customer anytime a Customer is registered in the system. This event will get triggered when an
Administrator manually creates a customer under Manage Users as well as if a Customer registers on the site themselves.
Specify a Subject and Body for the email notification.
Upon Customer Activation – configure email notifications to be sent to an Administrator who is assigned to this Site as
well as the Customer anytime a customer account goes from being inactive in the system to active in the system. This
can occur anytime an administrator updates this flag on the customer on the Manage Users screen.
Upon Event Created – configure notifications to be sent out to site administrators and/or customers anytime an event
is initially created in the system. Specify a Subject and Body for the email notification.
Upon Event Submitted – configure notifications to be sent out to site administrators and/or customers anytime an
event is created and then submitted in the system. Specify a Subject and Body for the email notification.
Upon Event Updated/Modified – configure notifications to be sent out to site administrators and/or customers
anytime an event is initially created in the system. Specify a Subject and Body for the email notification. For this
notification, you will need to specify a different Subject and Body for the emails that go to administrators of the site, as
well as to the customer.
Upon Event Booked – configure notifications to be sent out to site administrators and/or customers anytime an event is
booked by an administrator in the system. Specify a Subject and Body for the email notification.
Upon Event Completed – configure notifications to be sent out to site administrators and/or customers anytime an
event is marked as completed by an administrator in the system. Specify a Subject and Body for the email notification.
Upon Event Cancellation – configure notifications to be sent out to site administrators and/or customers anytime an
event is cancelled in the system. Specify a Subject and Body for the email notification.
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A
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Manage Sites – Event Header & Footer
Event Header & Footer – this tab (A) will allow you to specify any additional text or information that you would like to
appear at the top and bottom of exports of events that are either sent through email notifications, or are manually
exported within the CaterShark application. This could be logos, company information, any terms, conditions or
disclaimers that you would like your customers to read. Or, it can be any additional information you would like to provide
to them.
A
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Site Venues
Site Venues allow you to specify the various venues that you typically perform catering events. Each venue can be
assigned a unique Cost Center code that will be available to you anytime you perform an Event Export. Each catering site
can hold an unlimited # of venues. If you choose to use this functionality, any venues that you have setup, will appear
on the event details screen so that you can then associate each event with a specific venue.
To modify a Venue or create a new Site Venue, navigate to: Site Setup > Manage Site Venues.
A. In the left-hand box, click on the Site you wish to add or modify venues on.
B. Next, in the main window, if you have existing venues defined, you may edit the details in the grid and click the
Save button.
C. To add a new venue for the site, click the Add Venue button.
A
C
B
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List Setup
Various lists can be defined in CaterShark which then become dropdown items available throughout other screens
throughout the CaterShark application. Note that if you make a list item Inactive, it will not be available for any new
items being created throughout CaterShark, however any existing items that were previously using a particular inactive
list item will still appear with it.
Event Types
Site Setup > Event Types
Manage the list of event types (weddings, funerals, etc…). Use the up/down arrows on the Event Types list page to order
the event types as they will then appear in the dropdown menus on the various event detail screens. For example, if one
of the more common catering event types that you perform is Cocktail Parties, then you may want this item to be
displayed towards the top of the Event Type dropdown when an event is being created.
Staff Types
Site Setup > Staff Types
Manage the list of staff that you can add to your events (dishwashers, servers, cooks, etc…). This list of staff is then
selectable on the Event Front of House (FOH) screen.
Sales Taxes
Site Setup > Sales Taxes
Manage the list of Sales Taxes such as 6% for PA, 8.25% for CA, etc… This list of sales taxes is then selectable on the
Site setup screen so that you can assign a specific sales tax amount to a Site.
Sales Codes
Site Setup > Sales Codes
Manage your list of Sales Codes for use by your back-end accounting programs you may use. This list of sales codes is
then selectable when adding or modify a Customer user on the Manage Users screen. Any events that are created by
customers will then be associated by this particular sales code when an export of event data is performed on the
Reporting screens.
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Menu Options – Managing & Viewing
Manage Menu Options
Navigate to: Menu Options > Manage Menu Options
Manage Menu Options – setup and define your menu options. By default we have pre-loaded (2) menu options into your
CaterShark catering portal. You can revise the existing menu options and unlimited additional menu options.
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Menu Option Categories
Navigate to: Menu Options > Menu Options Categories
Menu Option Categories – manage the list of categories to classify your menu options under (desserts, beef dishes,
appetizers, seafood, etc…) By default we have pre-loaded (4) menu options categories into your new CaterShark catering
portal. You change these existing menu options and add additional menu options to your site.
Browse Menu Options
Navigate to: Menu Options > Browse Menu Options
Browse Menu Options – This is a static read only view of your menu options. This is the same view that your customers
will have in the View Menu Options screen. By default we have pre-loaded (2) menu options into your new CaterShark
catering portal.
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Link Recipes to Menu Options
Navigate to: Menu Options > Link Recipes to My Menu Options
If you desire to store your internal recipes in you CaterShark catering site you can link those recipes to your existing
menu option. For example, add your Shrimp Cocktail recipe to your Shrimp Cocktail Menu Option.
A. Select a Menu Option From the Active Menu Options.
B. Select or Search for a recipe stored in your database or select a recipe from the recipe dropdown menu.
C. Click Add Recipe to Menu Option.
A
B
C
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Link Menu Options to Sites
Navigate to: Menu Options > Link Menu Options to My Sites
Link Menu Options to Sites – allow or disallow certain menu options to be available to specific Sites in your system (if you
are a larger catering company with multiple Sites)
A. Your new Catering Portal is pre-loaded with (2) menu options that are linked to the Default site location. After
inserting additional menu options to your catering site they will appear on this Link Menu Options to Sites page.
You must always click the check box to allow users to view menu options for each site location.
B. Check the Menu Options you want to make active for that site.
C. Set the Sell Price, Display Order and if that menu options is Taxable for that Site Location. The Sell Price that is
displayed on this screen is pre-populated with the Default Sell Price defined on each menu option. Then, on the
screen below, you can override the default sell price for this particular catering Site. You will also be able to
override it on a per Event basis as well if you’re an Administrator who has been granted this privilege. Menu
Options with a lower number for Display Order, will appear first in the list when browsing Menu Options. For
example, a Menu Options with a value of 1 will appear before a value of 10000 (the default). If you need to set a
Menu Option to be initially more visible to your customers so they see it when they first come to the Browse
Menu Options page, enter a lower number for it in the field in the grid.
D. Click Save.
A
C
B
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Stock – Managing & Adding New Stock Items
Manage Stock
Navigate to: Recipes & Stock > Manage My Stock List
View, modify, or add stock items into the system. Stock is the building block of Recipes. Adding stock into the system
helps you take control of costs and perform valuable cost per portion calculations and recipe servings recalculation. You
can enter bulk stock items such as large boxes from stock vendors, or even enter smaller quantities of data such as 1 jar
of peanut butter that you purchased for $3.50 at the grocery store.
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Import Stock
Navigate to: Recipes & Stock > Import Ingredients Stock List
Download the stock CSV/Excel template and have your stock vendors such as Sysco provide you with their list of foods
and food costs. You may need to manipulate the list provided by your vendor to get it in the needed format for the CSV
template. Make sure you do not modify the template as you must keep the exact same columns and order of columns
that are within the spreadsheet for the data to import properly into the system.
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Stock Vendors
Navigate to: Users & Contacts > Manage Stock Vendors
Manage your list of Stock Vendors that you currently allow stock to be associated within in your system. By default we
have inserted (2) sample vendors into your system.
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Recipes – Managing & Adding New Recipes
Manage Recipes
Navigate to: Recipes & Stock > Manage Recipes
Manage Recipes – view, modify, or export the recipes in your system, perform servings calculations, get suggested sell
values, or see detailed cost per portion data. We have inserted (2) sample recipes into your catering portal.
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Add New Recipe
Navigate to: Recipes & Stock > Add New Recipe
Add New Recipe – add a new recipe into the system, add ingredients from stock, create detailed recipe cooking
instructions, add a nutritional information url link to 3rd party nutrition sources such as NutriSource.
Conversion Tool
Login to your CaterShark Catering website and select: Recipes & Stock > CaterShark Conversion Tool
Conversion Tool – run a conversion to enter a unit such as 10 TSP and see the equivalent amount in CUPS, TBSP, etc…
This handy tool can be used anytime you’re in the process of building recipes or even by your chefs in order to help them
perform a conversion.
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Users & Contacts - Managing Users & Updating your Contacts
How a Catering Master User is Setup
The Catering Master is always the first user that is set up in the CaterShark catering system.(A) The Catering Master is
determined by the original sign-up username and password (noted in screenshot below). This user has complete control
over the entire CaterShark catering website and is also a Full Administrator. Once the initial website is set up, the
Catering Master can start adding additional administrators with Full and/or Limited administrative access. Note: There
will only ever be one and ONLY one Catering Master user account within a CaterShark catering portal.
A
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How to Create another Full Administrator User Account
A. Login to your CaterShark Catering website and select: Users & Contacts > Manage Website Users
B. On the Manage Users page click the Add New User button.
C. Type in your new user information. Under Site Permissions select the Full Administrative Access radio button.
D. Then click Save.
G
C
D
B
E. You will be returned the Manage Users screen with a notification that the Information Saved Successfully.
Your new Full Administrative user was created.
F. You can test the new user account by logging out and logging back in as the new user.
G. The control panel DOES NOT include the Account Settings menu. Full Administrators do not have
access to the Account Settings menu as only the Catering Master has this functionality.
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How to Create Limited Administrator User Accounts
A. Login to your CaterShark Catering website and select: Users & Contacts > Manage Existing Users
B. Select the Add New User button.
C. Type in your new user information. Under Site Permissions select the Limited Administrative Access radio
button.
D. Before clicking Save, you need to determine what type of access you want this Limited Administrator user to have.
Items you need to determine are:
Associated Site:
Default
* This is the site location you want the limited administrator associated with. A
default location is automatically loaded into the site.
Allow User to Edit KOT This allows access to all Kitchen Ordering Tickets.
Allow User to Edit FOH This allows access to all Front of House Information.
Allow User to Manage Users at their Location (Local Administrator)
Allow User to Edit Menu Options at their Site
Allow User to Complete Events at their Site
Allow User to Edit Menu Options on the Events at their Site
The Limited Administrator can also have access to multiple site locations. If you have a plan that includes
more than one site you can associate this Limited Administrator with additional site locations so they
can manage events and other functionality at these sites.
E. Once you have selected the Limited Administration user options, click Save.
F. You will be returned to the Manage Users screen with a notification that the Information Saved Successfully.
Your new Limited Administrative user was created.
G. You can test the new user account by logging out and logging back in as the new user. When testing you will notice
the Limited Administrator username on top of the screen and the control panel DOES NOT include the Site
Settings or Account Settings menu. Limited Administrators do not have access to these items.
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C
D
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How to Create Customer User Accounts
Customers and/or clients can be setup by two ways. Customers or clients can register directly through your Catering site
by utilizing the customer registration functionality on the login screen. Or, any administrator that has Manage Users at
Site access can add users as needed. Note: each CaterShark site allows for unlimited users.
CaterShark Customer User Registration
This functionality can be accessed by all your customers or users. Simply provide your clients with your dedicated catering
portal link and allow them access to your catering website. Your dedicated link is determined by your website portal
Business Name at Sign-up.
Example: If your business name at Signup was XYZCatering…
Then you would give your customers the following link or even place this link on your existing company website:
http://www.advancedchef.com/XYZCatering
A. After clicking on the link, your customer would then need to click on the Register Online button.
B. They would then fill out all the required information and click the Register button.
B
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C. A successful registration notification will appear.
D. On the login screen, they would then enter the newly created Username and Password and click Login.
E. Once logged in, the customer will be brought to the Customer Dashboard on your catering site.
The user can immediately start adding new events and view menu options.
E
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Administrators Creating Customer Users
A. Login to your CaterShark Catering website and select: Users & Contacts > Manage Existing Users
B. The Manage Users page will display a grid of all the users in your new CaterShark Catering website. As a
new site you will only have one (1) user in the Mange Users grid. This is the administrative user you
created when you signed up on CaterShark. To add a new user to your site, click the “Add New Website
User” button located in the bottom right hand corner.
Note: Your customers will be able to register and submit events themselves (as previously explained),
however for this exercise you are creating the account on their behalf.
C. The blank Add New User form will display.
Required fields are First Name, Last Name, Assoc Location/Site, Username and Password.
D. Insert the new user information to all the required fields and click the “Save” button.
D
B
E. After saving the new user information, you will be returned back to the Manage Users grid. You should see
the new user in the grid.
That’s it! To test out the new user login, click on the Logout link in the upper-left of the screen and log back in
as the newly created Customer user account.
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Manage Contacts (CRM)
Navigate to: Users & Contacts > Manage Your Contacts
Manage Contacts – Provides catering salespeople with contact management functionality. Keeping track of potential
clients is vital to any business including catering companies. Our Contact Management module allows your sales person or
persons to log potential customers or vendors. Each customer has their own notes section to keep track of every
conversation or contact that is established. Our call back feature allows you to set a specific call back date and time for
each contact. It is important to note that CaterShark Contacts are different the CaterShark Website users. Once a website
user is created they can then be linked to an existing contact. By default we have loaded (2) sample contacts in your new
catering portal.
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Email Newsletter Module
Navigate to: Users & Contacts > Email Newsletters
Provides the ability for administrator to develop, manage and email client/customer newsletters all via your browser. You
can import your graphics and format your text by using the editing the provided toolbar. You can also design your own
newsletters in any of your favorite design or html editing programs and then copy and paste your html into the html
editor. To create a newsletter click on the Create Newsletters button to bring up the newsletter module.
The default CaterShark template contains a sample newsletter for reference.
Newsletters can be sent to any email address you choose.
Emails can be selected from your Website users and Contacts Manager.
You can also manually add outside emails that are not stored in your database.
When sending your newsletter emails there are three required fields. (Required Fields: To, From and Subject
fields)
Once your email is properly formatted it is always a good practice to send a test email to make sure all of your
work appears as it should.
Your newsletters are all stored in the database after they are sent.
When pulling up an old newsletter you must first make a copy before sending a new newsletter.
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Reports
Report Dashboard
Navigate in the top menu bar to: Reports > My Reports Dashboard
Dashboard – Provides the administrators with a snapshot view of Future Events, Past Events and Upcoming Events by
Status.
Event Detail Report
Navigate to: Reports > Event Details
Event Details Report – run a report and see the event details of events in a certain date range, site or status
Event Cost Report
Navigate to: Reports > Event Cost
Event Cost Report – see summary level event cost data of events in a certain date range, site or status
Export Data
Navigate to: Reports > Export Data
Export Data – export virtually any type of data in your system to CSV/Excel format (event data, recipes, stock, list data,
system users, menu options, etc…). You can then manipulate the data in MS Excel to integrate or import into any
backend accounting package you may have in your organization. The system users CSV export will also tell you the last
time each user has logged into the system as well as the last time they created an event using the catering portal
interface.
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Update My Profile – Administrators
A. Login to your CaterShark Catering website and select in the top menu bar: Home > My User Profile
B. Update any necessary information and click on the Update My Profile button. To change your password check
the change password box to and enter a new password. To change your password you must enter your old
password.
Update My Profile – Customers
Update My Profile– view or update your CaterShark catering profile, change your password.
A. Login to your CaterShark Catering website and select: My User Profile or Edit My Profile
B. On the main home page click on My User Profile in the top menu bar or the Edit My Profile Link in the My Profile
control panel box.
B
B
C. Update any necessary information and click on the Update My Profile button. To change your password check
the change password box to and enter a new password. To change your password you must enter your old
password.
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Sync with Mobile Phone Apps
Sync your CaterShark user account with a supported Mobile Device such as the CaterShark BlackBerry Mobile App or the
CaterShark Droid App. With the phone apps, customers and administrators can submit new events on the fly, view
upcoming events, and browse menu options. Follow these steps to start the process of setting up your phone:
A. Download the Mobile app for your phone at our Advanced Chef site or you can search the Android or Blackberry
Marketplace for CaterShark. The app downloads are completely free, however you must have a CaterShark
catering site in order to use the mobile apps. There is a lot of functionality within your CaterShark portal such
as administrative tasks, which aren’t included within the mobile apps themselves. Download instructions are
available for the Android and Blackberry devices.
http://www.advancedchef.com/mobilephone.aspx
B. After installation is complete, start the application and go to Settings. Click the Test Sync button (B) to test
connectivity OR to obtain your unique Mobile Device Identifier. Once you've obtained this unique identifier, you
will need to login to your CaterShark portal and update your User Profile by entering this identifier and saving
the changes. Then, on your mobile device, click Test Sync again until a Success message appears.
C. Once you're successfully synced to your CaterShark account, you'll be able to View Menu Options, View Events,
and Create New Events. These same items will be pulled and pushed back and forth between your mobile
device and the CaterShark catering portal. If you choose to allow your clientele to submit events to your
organization, you will need to give them these same instructions after they've registered with your catering
portal, or you've created a user account for them within your catering portal.
B
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Account Settings – Catering Master
Account Settings
Account Settings - this menu item (A) and section on the Dashboard will only be visible to the administrator who
created the CaterShark account. Other full administrators of the system will not be able to see or access these settings.
A
Upgrade Plan
Navigate to: Account > Upgrade Plan
Upgrade your CaterShark plan from any lower-level plan to allow for more Catering Sites or upgrade after your 30
day trial/demo period has ended. Upgrade plan can only be accessed by Catering Master Login username and password.
Upgrade Credit Card
Navigate to: Account > Upgrade Credit Card
Update Credit Card – update the credit card on your CaterShark account if your old card has expired or if billing data
needs changed. Update credit card can only be accessed by Catering Master Login username and password. You must
keep a valid and active credit card on file in order to ensure your catering portal does not become disabled after
successive failed payments.
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Edit Your Catering Site Header Login/Registration Text
What is your site header? (A)
Your catering site header is the portion of the screen below that typically contains your logo, graphical elements or any
html element you wish to place in this area. CaterShark provides you with a web-based html editor so you can easily
change the header to reflect the style or theme of your main business website. By default, your catering portal is loaded
with the CaterShark logo on the left and the salad bowl image on the right.
A
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Edit My Catering Site Header Step-by-step
A. Login with your catering master username and password.
B. On your Administration page locate the Edit radio button. This is located right next to your portal username and
Logout links on the top left hand corner of the web browser. Select the Edit radio button.
B
C. Selecting the Edit radio button will reveal the Customize Header button right above the CaterShark logo. Click
the Customize Header button
D. Your html editor will appear. Note that this editor works in a similar fashion to other document editing software.
With this editor you can insert images, text or any other type of web elements. The header height will expand to
fit whatever elements you decide to insert.
E
D
E. By default we have designed the header with a height of 51 pixels high and a width of 100%. For best results it is
best to set the header to a width of 100%. The height can increase to desired dimensions. To edit the header
simply click on any of the default elements in the html editor and delete the ones you do not want. For our
example we are going to delete all the elements in the editor. Delete the CaterShark logo and the green Online
Catering Management graphic to the right.
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F. Now place your cursor in the html editor and click on the image manager icon.
F
When inside the html editor it is important to note that there are 2 modes to the editor. A design mode and an
html mode. For general users it is usually best to work in the design mode. However, advanced html users can
also explore the html mode as this allows you to insert custom html code.
G. Click on Upload image. Browse your computer for the image you want to upload. For this sample we created 2
images for the header. One logo file for the left side and one image file for the right side. Ultimately you can
design this however you like.
G
H. Click the Select button to upload an image.
I. Find the image you want to upload on your computer.
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J.
Finally, click Upload.
H
J
I
K. Your image will be uploaded to the server. Select the image and click Insert.
K
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L.
Your image will load into the html editor. Click Save below the html editor. Now you can do the same thing to
replace the CaterShark logo on the left side.
L
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M. After uploading your new photos and inserting new text click save you will be returned to your Administration
home screen. Your new header image will be in place. Once again you can place whatever you want inside this
header area.
M
N. Version history reminder. Please note that the html module keeps (5) backup versions of all your work. An
older version of your work can be restored to your CaterShark header. The version history is found just below the
html module editor. Expand the Version History heading to reveal prior version. Simply click on the green Refresh
icon
to restore an older version.
N
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Edit My Catering Login & Registration Text Information
The CaterShark Catering Master can easily change the body text for the Main catering login page (A) and the User
Registration page (B). The two screenshots below highlight the areas that are editable by the Catering Master. To
customize the text on these two pages please follow the step-by-step instructions following the screenshots below.
User Login Page
A
User Registration page
B
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Edit Login & Registration Text Step -by-step.
A. Login to your CaterShark Catering website and select: Account > Edit Login Registration Text.
B. Locate the text area you wish to edit. For this example we will edit the login page text.
Click the Customize Text Button. Make sure you are in Edit mode. This is located next to the Logout
link on your page.
C. Your html editor will appear. Note that this editor works in a similar fashion to other document editing software.
With this editor you can insert images, text or any other type of web elements. The intent for the body copy
areas are to display text only however you can insert images or other graphics as well. For this example we are
simply going to edit the body copy.
D. Select/Highlight the existing body copy with your cursor that you would like to edit.
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E. Type in new copy. When you are finished click Save.
C
D
E
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F. Your new text will appear in the Login page and the Edit Body Text sections as highlighted in the screenshots
below. To view the new text in your login page you must log out of the CaterShark site.
Login page with new body text
F
G. That is it! Now if you want to edit your Registration page text you just follow these same steps.
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H. Version history reminder. Please note that the html module keeps five (5) backup versions of all your work.
An older version of your work can be restored to your CaterShark header. The version history is found just below
the html module editor. Expand the Version History heading to reveal prior version. Simply click on the green
Refresh icon
to restore an older version.
H
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Upload Stylesheet
Navigate to: Account > Edit Style Sheet
You can further customize your CaterShark catering portal by downloading the default stylesheet and then uploading it
when you’re finished. You can do this to change the fonts and colors used throughout the application. Some restrictions
do apply and not ALL customizations of the look & feel are possible.
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portal.css Customization
When downloading your portal.css file you want to save that file in a recognizable place on your computer. The
portal.css can be opened up in any web authoring tool like Dreamweaver or Visual Studio. The portal.css file can also be
open up in notepad if desired. It is important not to alter or delete any of the css style names. If you make a change you
are not sure about or mistakenly deleted and re-uploaded the wrong css you can re-download the original default
portal.css file at any time.
Example:
Portal.css (Dreamweaver View)
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Portal.css (Note Pad View)
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Header Icon and Title CSS Colors
The page header icon and title text colors (A) are also easily editable via the portal.css file. The default color for the page
icons and header title is a green html color. If you want to change color of these areas follow these quick steps.
A. Download the latest portal.css instruction sheet per our portal.css download page.
B. In the portal.css file locate the css that contains the names (A) ACHeaderBckgd (B) and ACHeaderTitle
css reference.
C. Our default colors for these two areas are identical by default. You can change them to any html color.
D. Save your file, Re-upload your portal.css file and Refresh your page.
/* Background Color for Page Header Icon Images */
.ACHeaderBckgd {
background-color: #8ec042;
}
/* Color for Page Header Titles*/
.ACHeaderTitle {
font-size: 18px;
font-family: "Century Gothic";
color: #8ec042;
font-weight:600;
padding-left: 10px;
}
A
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