Customer and Contacts

Gone are the days of phonebooks, ledgers, and excel sheets. You need an all-in-one solution with a simple intuitive user interface to manage all customer and contact information from anywhere at any time. Pxier catering software design makes it easy to select an existing customer or create a new one right from the contract. Every customer can have one or more contact details that includes email, phone, and other attributes. Track and manage customer sources and industry to make sure your marketing campaigns are effective. Organize customers by customer type to easily configure different tax and gratuity rates by type. Optionally attach one or more files to a customer profile and quickly share uploaded files with others via email. Easily create custom fields to suit your needs. Pxier also lets you import existing customer data and contact details via the CSV upload option.

In-house catering

Offer catering events and services at your location. Include sit-down custom food and beverage catering service, room or hall setup, cleanup and staff arrangements, custom rental, and services. Food during in-house services is most likely prepared in your kitchen managed by your staff.

Off-site catering

Carry out Off-site or external venue catering service as per customer requirements. Depending on the business model this could include a full-service catering option or a scaled-down version. Food is generally prepared by your staff at or near the event venue. Streamline your catering operations and promote sales with our online catering management software for in-house and off-site caterers.

Food and Beverages

Pxier's revolutionary design organizes and manages food and beverage menu data with ease and efficiency. Choose a menu master from an existing template or make one on the fly with our user-friendly software. The menu master allows you to include the pricing and cost of your products and services on the menu. Try out our trademark menu wizard, it makes menu creation as simple as selecting a desktop wallpaper. With this feature, users can simply cut and paste item details onto a menu template thus saving a very significant amount of time and energy. Our cloud-based solution also enables you to add special comments on the catering event orders to ensure all details are mentioned to the kitchen staff. Pxier catering software also allows you to set additional nutritional details or ingredient information for each menu item. This catering software comes with a lot of configurations to simplify your operations. Set tax rates for all menus across the board or use the option to configure different tax rates for specific menus. For example, you can have a different tax rate for alcoholic beverages. You can also create custom menu units to fit your business needs. Generate work orders for the kitchen or optionally use the caterers portal to access the menu and set up details for an event. This design works well with both internal and external caterers and offers an option for kitchen staff to access event menu details in real-time.

Offer Catering Packages

Catering packages are a great marketing tool to provide personalized and creative options for your customers. A well-planned package solution can boost your sales and improve profits. Pxier's catering solution can build a package with a combo of food & beverages and services & product rentals with special prices. Pricing can be determined as per an entire catering event or charged per person. Pre-defined packages incorporate into events with a click of a button.

Payment Integrations

Payments can be logged in manually, with a terminal device or online payment integration option. If you have an existing POS system not integrated with Pxier, you can set the payments manually. Payments are registered right away in the system. Also, the balance can be recalculated instantly. Easily configured accepted payment options include credit cards, debit cards, bank transfers, check, cash, and more.

Custom Contract Templates

Pxier catering software offers the option to generate, print, and email contracts for any catering event. Professional and consistent contracts can be build from available contract templates. We also offer specialized services to create a custom contract template to suit your needs. Adding logos, contract terms, and conditions have never been so easy.

Customize Contracts

Pxier gives you a window to constantly monitor, configure and manage contracts and payment statuses. A contract can have multiple sections that you can choose to include or exclude. It includes your logo, business information, customer information, catering event details, food & beverage, setup, services, rental information, administration, payment section, terms and conditions, and signatures section. The system also offers an option to add up to five different pre-configured terms and conditions that you can use depending on the type of event and customer.

Go green - eSigned contracts and file sharing

A print option is available but, all documents including contracts, invoices, function sheets, or event orders can be sent to customers digitally and thus save paper. Customize the email content by updating the provided template as you see fit. The customer will receive an email with a link to the document you shared. They can view it by simply clicking on the link. The Cloud storage and extended audit option let you send any uploaded files or audit reports to your customer email id or other email addresses.

Scheduler or Calendar

Event scheduler or calendar is a vital Pxier catering software feature used to view and manage all your orders. The calendar gives a monthly snapshot of all events you have taken up. Every event is displayed with a color-coded booking status. Just by looking at the color, a user will know the status of a catering order. Authorized users can manage everything related to the order from the calendar. They can create a new order or edit an existing one.

Email contract or invoice and add, update or delete venue and event details, package or food & beverage, and service rental information with the press of a button. Users can also key in or log payment details, refunds, discounts, additional charges, and fees. If the need arises to print a function sheet or event order, it can be done too.

Easily search for orders on your system using the search button and provide one of the search criteria or click on the calendar month and date to view bookings easily. You have the option to book multiple catering orders for the same day or booking multiple catering orders under the same contract.

Reporting

Result comparison reports allow comparing key business data across different quarters or months to review the business progress. Pxier is committed to quality software and we constantly work with our customers to help them be more efficient. A variety of daily reports and sales reports provide all the specifics about your business. Authorized users can access the account anywhere and at any time so that they have access to the business data for making quick informed decisions. The most commonly used reports include event listing reports for upcoming events, the payment received accounts receivable, and customer listings. Sales reports give you the latest sales data including how much you have sold, which product or service sold the most, and the sales revenue forecast. We can also build custom reports for your specific needs.

User and Access control

Pxier offers options to control user access to restrict the number of types of users and the kind of information they are privy to. You can control the level of access each user has. Depending on the size of the organization, you can create and manage access groups and can assign users to specific groups. Users will inherit all the access assigned to that particular group. Pxier accounts can be configured so that user groups such as kitchen, sales, accounting, and management staff, all have different access privileges. You can create users with read-only privilege for customer and contract/event data. Read-only users can view but cannot edit contracts or customer data.

eSignature contracts

Pxier designed the e-signature module for catering software to simplify the process of getting contracts signed by customers electronically. Instead of printing and faxing contracts to customers and making them return signed contracts by scanning or faxing, you can use Pxier eSignature solution to get customers to instantly sign and return contracts electronically.

The system makes it easy to send emails to customers with access to review contracts online. They can then accept and agree to the terms and conditions and send the document digitally with their initials and e-signatures. Each step of this process can track from a catering event program. Signed contracts are stored on the Amazon cloud safely and can view and print from any internet-enabled device with appropriate access.

Audit and Change Tracking

Your data is critical to your business. If one or two users are accessing the system you can limit mistakes and errors. But, when many users are adding and modifying information, a lot can go wrong. The audit feature gives the option to keep a track of important data input changes. The system can generate instant reports to know who changed which data input and when they changed it.

Pxier's enhanced catering auditing option keeps track of every attribute change on contracts, events, menus, services, payments, and more. Authorized users can quickly view every change on the contract. This change report can be easily filtered by attribute or by the user who modified the data. This result can also be printed and shared via email with a few clicks.

Customer Feedbacks

Bring the "voice of the customer" into your business. Use customer feedback to improve your setup, food, and services. Customers who have had a great experience with your service keep coming back and are more likely to refer friends and family to your business.

With Pxier catering software, managing customer feedback is extremely easy. Send a set of predefined feedback questionnaires to the customer with easy-to-fill buttons. Customers can review and submit their feedback from their mobile phone, iPad, PC, or Mac. You can view their overall rating, detailed review, and comments or referrals right from the software.

Catering Packing List

Efficiently plan and successfully execute all your offsite catering events using the Pack List feature. This feature allows you to relate dependent inventory items. So that they are automatically added to the event, for instance, in a buffet dinner menu, you may want to include a dish, silverware, glass, bowl, and napkin. Pack list lets you relate the buffet dinner menu to each of the inventory items in the desired quantity before a buffet dinner connects the menu and related products to the Pack List. Easily print out the pack list and ensure you do not miss any inventory items for the event.

Appointment Scheduler

Get organized with our visual calendar and view and manage appointments. Schedule appointments with customers, event planners, decorators, florists, chefs, and others and send out instant email notifications or schedule the system to send newsletters.

QuickBooks Integration

Automatically transfer customers, transactions, invoices, and payment details to the QuickBooks accounting software. Easily configure your account to identify taxable and non-taxable items. Keep your business accounts in sync and up to date.

Lead Management and CRM

Pxier Lead management for catering allows you to create a lead, load leads, and add custom attributes to fit your business needs. A lead task can be built and assigned to the correct personnel. The lead event allows users to schedule meetings and other events with potential customers. Lead management includes these and many more functionalities. Easily convert potential leads to customers with just one click, no need to re-create customers from leads manually. Pxier Events can easily migrate data.