CATEREASE QUICK GUIDE EVENT MANAGEMENT TOOLS Caterease Software Description This guidebook teaches you how to use common event‐management tools. Topics covered include: Searching for an Event Customizing Tools Menu Creating an Event Timeline Creating an Event Checklist Copying Events Managing Tax/Service Charge Rates Scheduling Future Deposits Due Evaluating Cost/Profit Applying Discounts Attaching Files I. Searching for an Event Notes Notes Sort by a column heading and then Search For Search for letters anywhere.
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CATEREASE QUICK GUIDE
EVENT MANAGEMENT TOOLS
Caterease Software
Description
This guidebook teaches you how to use common event‐management tools. Topics covered include:
Searching for an Event
Customizing Tools Menu
Creating an Event Timeline
Creating an Event Checklist
Copying Events
Managing Tax/Service Charge Rates
Scheduling Future Deposits Due
Evaluating Cost/Profit
Applying Discounts
Attaching Files
I. Searching for an Event
Notes
Notes
Sort by a column
heading and then
Search For
Search for letters
anywhere.
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Notes
II. Customizing Tools Menu
Notes
Notes
Drag and Drop from
Available Shortcuts to
Menu Shortcuts
Event Manager >
Tools > Customize…
Event Finder tool >
enter Search By Field(s)
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III. Creating an Event Timeline
Notes
Notes
Notes
Event Manager >
Tools > Event Timeline
Retrieve from default list or
add custom items with
green plus sign.
Enter times for individual
menu items.
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IV. Creating an Event Checklist
Notes
Notes
Notes
Event Manager >
Tools > Events
Checklist
Retrieve from default
list or add custom items
with green plus sign.
File ribbon tab >
Check List
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V. Copying Events
Notes
Notes
Notes
Event Manager >
Tools > Copy Event
Specific Dates
Optional Parameters >
choose Sequence, day to
begin copy, and number of
copies in sequence.
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Notes
Notes
VI. Managing Tax/Service Charge Rates
Notes
Within Range > select
specific days > select
From and to dates.
Event Manager >
Tools > Tax Rates
Click into checkboxes for
options to include in the copies.
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Notes
Notes
VII. Scheduling Future Deposits Due
Notes
Event Manager >
Deposits Due
Select additional Tax
Schedules.
Optionally edit rates.
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Notes
Notes
VIII. Evaluating Cost/Profit
Notes
Click the green plus
sign to add a deposit.
Event Manager >
Tools > Costing
Summary
Make scheduled
deposits.
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Notes
Notes
Notes
Select Adjustments
Add Costing
Adjustments
Event Costing Summary >
select parameters
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IX. Applying Discounts
Notes
Notes
Notes
Event Manager > Tools >
Default Discounts
Enter Discount
Percentages.
Right‐click in
Financials to
customize.
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Notes
X. Attaching Files
Notes
Notes
Event Manager >
Tools > Related Files
Click green plus sign
to add Related Files.
Click into Show
Discount checkbox.
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