Select the date of order.

Select the time of order.

Select the fulfilment type.

The location where item depletion occurs.

Select the name of customer. This field displays the Add New Customer option that allows users to add customers directly by entering the customer details.

The sales person associated with the customer.

The status of the quick order. Select the status from the drop-down list:

• Definitive

• Tentative

• Cancelled

• Finalized

• Depleted

• Invoiced

The total number of guests.

Select the list of event types from the drop-down list.

The name of the event planned on the order date. Allows users to add events conducted on the order date. Based on the selected order date, the list of events scheduled on the same date is displayed. On selecting the event, the event type gets auto populated in the Event Type drop-down list. Event types are created in Setup ➜ Product ➜ Event Types.

The list of active rooms associated with the quick order. The values in this drop-down list are created under Setup ➜ Rooms.

Select the preferred contact from the contact list. This field displays the Add New option that directs users to the Create Contact window to create contacts by entering the contact details.

The Create Contact window allows users to enter details in the following fields:

• Title

• First Name

• Last Name

• Address

• City, State, Zip

• Phone

• Fax

• Email Address

• Terms

• Sales Person

• Birth Date

The title of the contact. For example, Dr, Prof, Mr

The first name of the contact.

The last name of the contact.

The address of the contact.

The city, state, and zip code of the contact.

The phone number of the contact.

The fax number of the contact.

The email address of the contact.

Optional text field.

Optional text field.

Optional text field.

The delivery location of the order.

Optional text field.

Enabling this flag allows users to export quick orders from Eatec (Quick Orders module) to any POS system. Currently, this feature is applicable only to InfoGenesis POS. Enabling this flag displays the External POS drop-down list.

When a quick order is created after enabling the Send to POS flag, the quick order gets created in the Eatec database and also an order request is sent to the selected POS system (InfoGenesis). Once the order request is successfully received by the POS system, a check number is returned to Eatec. The check number is saved towards the respective quick order and is displayed in the View page in the Reference field of the quick order.

Quick orders that are exported to a POS system cannot perform the following functions: Finalize, Deplete, and Invoice.

This drop-down displays the list of eligible POS systems that supports quick orders export. By default, IG (InfoGenesis) is displayed.

Denotes that the order is created using the username (system generated).

Enter the phone number used to create the quick order.

Enter the email address used to create the quick order.

The name of the product. Users can add only active products to the Item List section and post quick orders. This is a read-only field.

The unit of the product that is added. This is a read-only field.

Enter the quantity or number of units required for the order.

The price of the item per unit. The value is auto-populated based on the price of the product defined under Masters ➜ Products.

If required, users can also modify the price and will not replace the actual price that was defined.

The total cost of the item (item quantity × item price per quantity). The total amount gets auto filled when the quantity and price are entered. Also, if the value (amount) in this field is altered or modified, the value in the Price field also changes and is automatically updated.

The tax rate that is configured in Setup ➜ Product Types. Based on the selected tax type, the tax rate must be defined for a region under Setup ➜ Tax Rates ➜ New Tax Rates.

The tax rate that is configured in Setup ➜ Product Types. Based on the selected tax type, the tax rate must be defined for a region under Setup ➜ Tax Rates ➜ New Tax Rates.

This amount gets auto populated once the tax percentage is calculated as defined.

This amount gets auto populated once the tax percentage is calculated as defined.

The tax value. Tax is a value which is provided while defining product type and service charge.

Displays the list of terms defined in Setup ➜ Terms ➜ Pay Terms.

Terms is applicable to both accounts payable and accounts receivable functions within the program. Users can enter a new supplier or customer and designate the terms applicable to the customer or supplier.

The supplier terms are automatically associated with posted supplier invoices and used in generating various aging reports. 

Terms for each customer is listed as default on the sales orders and is used in generating receivables reports.

Displays the list of service charges as defined in Setup ➜ Catering ➜ Service Charges.

Service charge is applied over the quick order from the order settings. Users can also mark any one service charge as default. The default service is applied to the net amount of Quick Order until modified. The tax name selected for each service charge is applied in the percentage (%) on top of the service charge value as applicable.

Enter the discount value in percentage. Discount % is a discount by percentage applied to the net amount of quick order. When users enter a value, the value arrived from the percentage of net amount of quick order is subtracted from the net amount of quick order. The maximum value allowed in this field is 100.

This is a read-only field. Users can infer the total discount value applied over the net total of Quick Order. The value displayed in this field is calculated from the input provided in the Discount % field. This value is calculated as, Discount (%)/100 × Net Amount. The resulting value is deducted from the net amount of the order when the grand total is calculated.