third-party-ordering-site-integration

Streamlining Third-Party Catering Orders: CaterZen's Expanded Integration

Michael Attias Nov 29, 2023
Michael Attias

In the dynamic world of catering, third-party ordering sites like ezCater, DoorDash, and Grubhub have become indispensable for many of our clients. Recognizing this, we're excited to announce an expansion to our existing ezCater integration in CaterZen's catering software. This enhancement is not just about adding more functionality; it's about simplifying your operations and financial tracking across multiple third-party ordering platforms.

Getting Started with Third-Party Ordering Site Integration

Initially, our integration with ezCater streamlined the process of handling and processing ezCater orders. Now, we've taken it a step further. You can now manage orders from unlimited third-party ordering sites, keeping track of payments, fees, and net proceeds all in one place. This expanded feature is set to be a welcome addition for many of our clients who rely on these platforms.

First, visit the 3rd Party Marketplaces in your admin area.

This is where you'll be able to set up any of the third-party ordering sites that you use.

These third-party ordering sites will appear as customers in CaterZen's CRM.

Key Features of the Enhanced Integration

Our enhanced integration with third-party ordering sites manifests in three key areas of the CaterZen software, each designed to streamline different aspects of order management.

Customizable Order Entry

When taking an order, select the third-party site you've created as the customer. Additional rows after the subtotal will now include fees and discounts related to third-party orders, such as those from any Third Party Rewards Programs, Dispatch Charges, Service Charges, and Remitted Tax.

Detailed Sales Journal Reports

New details like Third Party Sales Tax and Third Party Fees are now included, giving you a more comprehensive overview of your financials.

Sales Tax Report Filtering

Filter by third-party orders to view specific details like Taxable Third-Party Caterer Service Fee, and other related fees.  Click the line item to view a breakdown of the related orders, where you can conveniently visit the link to the order for more information.

Seamless Integration with Your Workflow

Our clients who use multiple third-party ordering sites know how cumbersome it can be to keep up with each platform's specifics — from differing service fees to sales tax calculations. Our expanded integration simplifies these complexities by consolidating all necessary information within CaterZen's interface. This means less time spent on administrative tasks and more time focusing on what you do best: catering to your clients' needs.

The integration is designed to be intuitive and fit seamlessly into your existing CaterZen workflow. From order entry to finalizing reports, you'll find the processes familiar yet significantly more efficient. Plus, our easy-to-navigate interface ensures you won’t miss a beat when it comes to managing these third-party orders.

Elevate Your Catering Business with CaterZen's Advanced Third-Party Integration

In today's fast-paced catering world, efficiency and adaptability are key. CaterZen's expanded integration with third-party ordering platforms is designed precisely with this in mind. Whether you are already leveraging these platforms or contemplating their integration into your business, our solution streamlines and simplifies the process, ensuring a seamless operation.

For those eager to explore this integration and its impact on your business, we offer a variety of options:

  • For New Users: Experience the full capabilities of CaterZen with a 30-day free trial. Dive into our features and discover how we can transform your catering operations.
  • For the Curious Minds: Not ready for a full commitment? Participate in our "non-demo demo." It's a unique, no-pressure way to get a feel for how our software can work for you.
  • For Existing CaterZen Clients: Enhance your current setup by scheduling a personalized quick-start training session. Tailored to your needs, this session helps you maximize the benefits of our new third-party integration.

Embrace the opportunity to turn your catering business into a paragon of modern catering efficiency. CaterZen is here to simplify your operation, one order at a time.

See more posts about: catering software updates

 

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