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Onboarding Check List Step by Step

The onboarding process can be organise in 4 steps: Create Admin Users,  Upload Products, Company/Customers, System Configuration. Keep is simple and the best way to learn is by using the software.

Step 1: Create Admin Users

Go to System > Admin Users and create the admin users with their respective roles and permissions.

Step 2: Product/Menus upload:

2.1. Create the categories by going to Catalogue > Categories.

2.2. Create Kitchen Departments by going to System > Settings > Departments.

2.3. Create the Tax rates by going to System > Settings > Tax tab.
This video explains how to setup the tax rates.

2.4. Upload all the simple products by using the bulk csv add for products. Try to input as much information as possible as per product csv instructions. The more information is bulk uploaded, the less data entry after. You can do that by going to Product List > Bulk Add.

2.5. Create the Attributes (variations of the same product like Small, Medium, Large) if you would like to use this feature. This video explains how to set up attributes, set by step.

2.6. Associate the attributes with its respective product (linked to 2.5 above).

2.7. Create the Pack and Combo products if any. This video explains Combo products.

Step 3 – Company and Customer upload:

3.1. Upload companies by going to Customers > Companies.

3.2 Create the customer groups. Customer groups allow you to group customers for price tiering and dedicated menu.

3.3. Upload customers: you can use the bulk csv import for that. Allocate the correct customer group in Customer List > Bulk Add.


Step 4: System Configuration:

4.1. Create all the Locations by going to System > Locations.

4.2. Configure Minimum Order Quantity and Cut off times by going to System > Settings > Orders.

4.3. Configure delivery fees and postcodes by going to System > Delivery.

4.4. Configure payment options by going to System > Payment.

You are set up and ready to go 🙂

We recommend testing the website front end by placing some orders. Also, test the overall admin by placing some orders and issuing some reports.

Google Rating
Google Review
Flex Catering
Based on 6 reviews
powered by Google
Joseph Calnan
Joseph Calnan
20:11 15 Dec 19
Great software for our small catering company. It has revolutionised the way we work from taking orders online to invoicing. The team at Flex have also been incredibly helpful throughout the whole process and are immediately available if/when we have any issues/questions.
Lauren Hamilton
Lauren Hamilton
23:27 28 Nov 19
Excellent service and support from the team - great to easily be able to problem solve as needed. Product fits our needs, makes things easy and is simple to use if you have some (small amount) of experience with similar software. A great solution.
Rael Ross
Rael Ross
02:11 18 Nov 19
Hands down, the best catering software we have ever come across!
Peter Botros
Peter Botros
01:23 05 Aug 19
Flex Catering was the best business decision we made. It has built consistency within the business and provided transparency for our customers. Now customers can view and order from our online menu. Our staff can easily identify the confirmed orders and print specific production reports for the kitchen and drivers. Customer support is always online and very helpful. New versions are released every few weeks or so with nice additional features which are always very welcome and helpful. A big thumbs up to the Flex team :)
Email David
Email David
00:14 14 Apr 19
Very quick, very good and getting better all the time - great customer experience
John Mulligan
John Mulligan
20:27 11 Mar 19
Flex catering provide a great personalised service an excellent product that is constantly evolving based on feedback from their clients. Well done.
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