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In-Depth Product Guide - Part 2
In-Depth Guide Contents
Part 1 - Client & Account Details, Contacts, Special Diets
Part 2 - Meal Preferences, Diary, Delivery Profiles
Part 3 - Service Absenses, Bank Holidays, Equipment Loans
Part 4 - Kitchen Orders, Route Sheets, Delivery Confirmation
Part 5 - Ledger Enquiries, Ledger Postings & Invoicing
Part 6 - Standard Documents & Reports
Meal Preferences
If your service caters for meal preferences, you can use our ‘Choices and Dislikes’ facility for this purpose.

This facility can either record simple generic preferences (e.g. No Carrots) or it can be used as a menu order entry screen allowing quantity of individual meal choices to be entered for every day of the week.

The system is highly flexible and allows for a client to have meal deliveries from more than one ‘Meal Source’ and against a meal source, you can indicate whether menu order choices are catered for or just dislikes.
Client Diary
Our system features a client diary to record any important notes regarding the client. Entries can also be personnel related.

Diary entries can be given a category to identify the nature of the entry or it’s about (e.g. Client welfare, meal complaints, call record etc).

A facility exists for recording follow-up action including date, who and notes.
Delivery Profiles
Our system features a client delivery profile in which you can setup deliveries for each day of the week - these entries can be set to automatically renew once completed. The date for the next delivery will automatically jump to the following week (or the next appropriate date if there is a service absence scheduled etc) saving you time.

Deliveries can also be setup as a one-off delivery or only for set duration (e.g. A client may request meals to be delivered on a Tuesday for the next two weeks only etc).

A client’s delivery profile can be as simple or as complex as required, clients can have multiple deliveries occurring on the same day from different meal sources or on different routes if you require.
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