Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing [email protected].

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing [email protected].

Welcome to CaterTrax. We look forward to working with you to customize your CaterTrax site. To prepare for our info gathering call, please read through the information and questions below, and have the information available to us. 

During our call we’ll discuss some additional options based on your business needs, as well as your expectations for the timing of your site launch. The call will also give you an opportunity to ask any questions you may have. In addition to the questions below, we’ll cover the following topics:

• Delivery and Pick-up options
• Order fulfillment lead time requirements and options
• Day of week / date management
• Specific information required for billing (Cost Center number, Department Name, etc.)
• Third party order approval requirements and capabilities (if applicable)
• Optional field labels and display messages
• Any additional / special requirements for your location

Information that can be provided to us prior to your call:

The telephone meeting, is intended to allow you and our Site Build specialist to discuss available options, implications of options, and to respond to specific needs or questions that you may have, as well as addressing your expectations regarding timing of the launch and functionality of the module.

Some other factors with varied options to discuss on your telephone meeting, as well as any other questions you may have:

1. Options to be offered for order delivery or pick‐up
2. Lead time requirements for order fulfillment
3. Specific information required for billing (e.g. Cost Center number, Department Name, etc.)
4. Any additional / special requirements for your location

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing [email protected].

Thank you for selecting the Take-Out solution. We look forward to working with you to customize your CaterTrax site. To prepare for our info gathering call, please read through the questions and have the information we need handy.

During our call we’ll discuss some additional options based on your business, as well as expectations for the timing of your site launch with this Take-Out Solution. The call will also give you an opportunity to ask any questions you may have. In addition to the questions below, we’ll cover the following topics:

• Options to be offered for delivery or pick-­‐up
• Available service times to be offered for delivery or pick-­‐up
• Lead time requirements for order fulfillment
• Payment choices to be offered and payment processing options
• Order size requirements (minimum and maximum)
• Printer functionality and options (If applicable)

Don’t have time to fill out the online form right now? Download the form. If you choose to download the forms,  you may return it to us by uploading it or emailing [email protected].

Floor Stock Worksheet

This Worksheet has been developed to assist you with defining your requirements for the creation of your floor stock menu.

Complete the Worksheet

Select the display method:

• If items should be listed alphabetically, use the dropdown to select Alphabetically.
• If items should be listed in the same order as listed in the worksheet, use the dropdown to select As Listed.

Product Name: Enter the name of the item being sold and/or requested.

Product Title:

• If the product will be associated with a category (e.g., Food, Beverage, Paper, etc.), enter the name of the group under which the products will be categorized.
• If the product will not be associated with a category, enter NA.

Issuing Unit: Enter the pack size of the unit (i.e., how it will be delivered).

Count per Issuing Unit: Enter the number of items in the issuing unit.

Par: Enter the build-to level for this item

• If a build-to level should be displayed for this item, enter the value.
• If no build-to level should be displayed for this item, enter NA.

Selling Price: Enter the amount that is charged for the item, in dollars and cents (0.00).

Add Floor Name:

• In each column, replace the words “Add Floor Name” with the name of a floor or department (e.g., Oncology, Emergency, 4-3700) to which you will make products available.
• For each product (row), enter the number one (1) in each “Floor Name” column for which the product should be available.

The number will automatically be replaced by a green checkmark.

Submit the Worksheet

Submit your completed excel worksheet via below or email to [email protected].

Thank you for selecting the Floor Stock Module. Soon you’ll be able to take the guesswork out of supply management. Our Floor Stock Module will make replenishing stock for hospital, office, or campus hospitality stations easier and more convenient than ever. Please fill out the form below in advance of a brief telephone meeting in which you will discuss specific set up requirements, and your various options regarding site settings so we can customize your Floor Stock module options to best meet your needs.

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing [email protected].

Follow these instructions to complete the Budget Management Worksheet. This information will help the CaterTrax team set up the budgets and associate them with customers.

Complete the Worksheet

Account Name: List your account/site name.

Site URL: Enter the URL for your TRAX Platform site.

Person Submitting: Enter your name, email, and phone number.

Payment Method: Enter the payment method to be used for budgets (e.g., Cost Center, Budget Center, etc.).

Budget Name/Number: List the name/number to appear for this budget in the dropdown after the budget payment method is selected in Step 4 of the checkout process (e.g., A35291, 1051010/ICU, etc.).

Budget Description (optional): Enter a description of this budget or what it is used for.

Budget Amount: Enter the total dollar amount of the budget as a whole number (e.g., for a $2,000 budget, enter “2000”).

Allow Overage:

• To prevent any order from being placed using this budget if the order total exceeds the available budget, use the dropdown to select No.
• To allow an order to be placed using this budget when the order total exceeds the available budget balance by a specific percentage, use the dropdown to select Yes.

Overage Percent: 

• If Allow % Overage = No leave as NA.
• If Allow % Overage = Yes, enter the allowable percentage as a whole number (e.g., to allow a 2% budget overage, enter “2”).

Start Date: If applicable, enter the date on which the budget is first available (optional).

End Date: If applicable, enter the date after which the budget is no longer available.

Applicable Ordering Module: Use the dropdown to select the CaterTrax solution for which this budget should be available (i.e., Catering, Floor Stock, Take-Out, or Store).

Authorized Customer(s): List the first and last name of any customer who is authorized to use the budget at checkout (An account on the site must already exist in order for budget to be assigned).

Submit the Worksheet

Return the completed worksheet below or via email to your Sales Executive/Client Success Manager.

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing [email protected].

 Thank you for selecting the Catering Rooms Manager solution.  On the site build call, we will discuss your options for using this solution, as well as answering any questions that you may have regarding set up and ongoing usage of this functionality.  

Please answer the questions below regarding general settings.  We can discuss your specific requirements on the Catering Rooms Manager build call with your Site Build specialist.

Instructions for IT Professional Installing and Configuring Your Kitchen Printer

Instructions for CaterTrax Site Administrators Launching and Using Your Kitchen Printer

Templates are just a starting point, the sky is the limit. Need to replicate the look and feel of your corporate site or just have something else in mind?

If looking for a more “outside of the box” solution to design a custom skin, a scoping call to obtain your requirements, with one of our Solution Consultants would be the next step.

We would create a Statement of Work detailing the costs and time involved and present that to you after we have completed our research with our Graphic and Web Designers based on your requirements.

Our software provides your customers a simplified ordering process and easy-to-use navigation, and is customizable with a theme that reflects your unique brand of hospitality.

Imagery is an important part of your custom online ordering solution so we provided a wide selection of images for you to choose from. Use the documents below to review and select the images that fit your businesses brand best.

Do you already have a designer or collection of images you’d prefer to use on your site? No problem! Share our Design Guide (below) with them so they can send our Site Build Team correctly-sized images and your customized brand colors.

As you work with our Site Build Team, start with the Design Guide below to help customize your CaterTrax solution.

Don’t have time to fill out the online form right now? Download the form. If you choose to download the form,  you may return it to us by uploading it or emailing [email protected].

Welcome to CaterTrax. We look forward to working with you to customize your CaterTrax site. To prepare for our info gathering call, please read through the information and questions and have the information we need handy.

During our call we’ll discuss some additional options based on your business, as well as expectations for the timing of your site launch. The call will also give you an opportunity to ask any questions you may have. In addition to the questions below, we’ll cover the following topics:

• Delivery and pick up options
• Specific information required for billing methods (Cost Center number, Department Name, etc.)
• Order approval requirements and capabilities (if applicable)
• Optional field labels and display messages
• Any additional / special requirements for your location