---
title: How to Configure General Setup (Marketing, Recipe, Staff, and Delivery):
description: This area allows you to track valuable information concerning the what, who, how, and where of your operation. From this information, you will not only gain a better understanding of your operation bu
---

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1. [Home](https://faq.elecate.com/faq?hsLang=en)
2. [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en)

# How to Configure General Setup (Marketing, Recipe, Staff, and Delivery):

General Setup is the **master configuration area** of Elecate. It defines the reference data that populates dropdown menus and selection fields throughout the platform — when creating events, assigning staff, building menus, or planning deliveries.

Think of it as the "dictionary" of your operation: before users can select an event type, a delivery method, or a staff role, that option must exist in General Setup.

 Navigation & Setup

### How to access General Setup

1. On the **left side panel**, click **General Setup**.

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Apr-08-2026-04-29-46-9642-PM.png?width=670&height=306&name=image-png-Apr-08-2026-04-29-46-9642-PM.png)

 

2\. The four department tabs will appear: **Marketing**, **Recipe**, **Staff**, and **Delivery**.

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Apr-08-2026-04-37-01-9030-PM.png?width=670&height=301&name=image-png-Apr-08-2026-04-37-01-9030-PM.png)

  3. Click the department you want to configure. 

#### **a) Marketing,**

these fields help track customer relationships and sales activity, we have the following options:

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Apr-08-2026-04-37-54-5364-PM.png?width=670&height=299&name=image-png-Apr-08-2026-04-37-54-5364-PM.png)

##### **Customer Types**

**Purpose:** Classifies the type of customer or client associated with an event.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113349-png.png?width=670&height=364&name=Screenshot%202026-06-08%20113349-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Customer Type | Name of the customer classification |
| Contract Type | Contract category code (e.g., C = Corporate, N = Non-Profit) |
| Tax Exemption ID | Tax exemption number if applicable |
| PST Exemption | Provincial Sales Tax exemption identifier |
| Is Active | Toggles visibility in selection menus |
| Is Web | Makes this type available on the web portal |
| Taxable | Indicates if this customer type is subject to tax |

**Example values:** Caterer, Corporate, Corporate Taxable, Distributor, Education, Event Management, Floral, Flying Agency, Government, Medical, Non-Profit, Party Rental, Venue.

**Utility — Bulk Reassignment:**

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114612-png.png?width=670&height=396&name=Screenshot%202026-06-08%20114612-png.png)

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114621-png.png?width=670&height=443&name=Screenshot%202026-06-08%20114621-png.png)

##### **Last Action Items**

**Purpose:** Tracks the most recent action taken in the sales process for a customer or event.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113419-png.png?width=670&height=305&name=Screenshot%202026-06-08%20113419-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Last Action | Description of the last action taken (numbered sequence) |
| Is Active | Toggles visibility |
| Is Electronic Inv | Indicates if this action relates to electronic invoicing |

**Example values:** 01-Enter Prospect, 02-Sync Prospect\_Cust, 03-Customer Call Next, 04-Customer Site Visit, 05-Create Proposal, 06-Proposal Sent, 07-Customer Revisions, 08-Closing, 09-Last Last Action, 10-Return Client Call1

**Utility — Bulk Reassignment:**

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114713-png.png?width=670&height=310&name=Screenshot%202026-06-08%20114713-png.png)

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114724-png.png?width=670&height=353&name=Screenshot%202026-06-08%20114724-png.png)

##### **Next Action Items**

**Purpose:** Defines the planned next step in the sales follow-up process.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113449-png.png?width=670&height=365&name=Screenshot%202026-06-08%20113449-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Next Action | Description of the planned next step |
| Callback | Scheduled callback timing (e.g., TODAY) |
| Is Active | Toggles visibility |
| Is Electronic Inv | Indicates if this action relates to electronic invoicing |

##### **Mail Types**

**Purpose:** Categorizes mailing lists used for marketing communications.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113608-png.png?width=670&height=299&name=Screenshot%202026-06-08%20113608-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Mail Type | Name of the mailing list or category |
| Is Active | Toggles visibility |
| Show Web | Makes this type visible on the web portal |

**Example values:** All Mailings, Corporate A List, Holiday Mailer1, Once in a while, Private A List, Private B List, Private C List, Validacion de QA, VIP, Winter Mailer.

**Utility — Bulk Reassignment:**

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114800-png.png?width=670&height=339&name=Screenshot%202026-06-08%20114800-png.png)

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114825-png.png?width=670&height=386&name=Screenshot%202026-06-08%20114825-png.png)

##### **Referred By**

**Purpose:** Tracks the source or referral channel that brought in a customer.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113658-png.png?width=670&height=337&name=Screenshot%202026-06-08%20113658-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Referred By | Name of the referral source |
| Is Active | Toggles visibility |
| Show Web | Makes this entry visible on the web portal |

**Example values:** Attended Party, Other Marketing Effort, Phone Book Advertising.

**Utility — Bulk Reassignment:**

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114859-png.png?width=670&height=257&name=Screenshot%202026-06-08%20114859-png.png)

##### **Salesperson**

**Purpose:** Registers and manages the sales representatives in the system.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113731-png.png?width=670&height=397&name=Screenshot%202026-06-08%20113731-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Select Fusion Application User | Links the salesperson to their system login account |
| Sales Person | Full name |
| Primary Phone / Mobile | Contact phone numbers |
| Is Active | Toggles visibility |
| Used for Electronic Invoicing | Enables this salesperson for e-invoicing workflows |
| Salesperson Title | Job title (e.g., Chief Experience Officer) |
| Initials | Short code (e.g., CM for Chris Marsh) |
| Email | Contact email address |
| Enable Sales Client App Access | Grants access to the Elecate Sales Client mobile app |
| Mobile Role | Permission level in the mobile app (e.g., NonAuthorized) |
| Commission Category | Links to a commission structure |

**Utility — Bulk Reassignment:**

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114922-png.png?width=670&height=285&name=Screenshot%202026-06-08%20114922-png.png)

##### **Event or Order Status**

**Purpose:** Defines the lifecycle stages an event or order can be in. This is a critical field — it drives reporting, dispatching, billing, and accounting workflows.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113804-png.png?width=670&height=317&name=Screenshot%202026-06-08%20113804-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Status Code | Dropdown category (e.g., Canceled (X), Confirmed (C)) |
| Display Color | Color shown in calendar and list views |
| Event Status | Full descriptive name |
| Callback | Default callback timing |
| Available on Pre-Bill | Enables pre-billing for this status |
| Delivery Time Required | Requires delivery time before saving |
| Filter Events for Dispatching Module | Includes/excludes from dispatch views |
| Apply Finance Charges | Auto-applies finance charges |
| Available for Account Export | Allows accounting export |
| Is Web Enabled | Shows this status on the online portal |
| Set Default for Returns | Uses this status for return orders |
| Accounting Tools | Enables accounting tool access |

**Example values:** Add Missing Items/Adjsmts, Canceled-Competition, Canceled-Too Expensive, Canceled-Weather, Confirmed/Booked, Confirmed-Contract, Confirmed-Deposit Pend., Invoiced, Invoiced Missing Notice, Needs Mgt Approval, Pending/Quoted, POS, PreBill, Quote.

**Utility — Bulk Reassignment:**

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114952-png.png?width=670&height=359&name=Screenshot%202026-06-08%20114952-png.png)

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20115022-png.png?width=670&height=429&name=Screenshot%202026-06-08%20115022-png.png)

##### **Customer Titles**

**Purpose:** Defines professional titles used when creating customer contact records.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113831-png.png?width=670&height=315&name=Screenshot%202026-06-08%20113831-png.png)

**Example values:** CEO, Director of Sales, Doctor, Event Coordinator, Executive, Manager, Marketing Manager, Owner, Partner, President, Special Events Director, Vice President.

##### **Days Pop-up**

**Purpose:** Configures pop-up messages that appear on specific dates — holidays, closures, or operational reminders. Also supports online scheduling notifications.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113856-png.png?width=670&height=369&name=Screenshot%202026-06-08%20113856-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Message | Internal label (e.g., "Thanksgiving Day") |
| Action | Type of action triggered (e.g., Watched) |
| Day | Date the pop-up is set for |
| Is Full Day | Marks as an all-day event |
| Start / End | Time window |
| Web Message | Text shown on the online portal (e.g., "Closed for Thanksgiving Day") |
| Online Schedule Ordering | Behavior in online scheduling (e.g., POP-UP MESSAGE) |
| It occurs every | Recurring schedule (days and times) |

##### **Messages**

**Purpose:** Configures time-limited messages that print on invoices or appear in marketing communications.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113923-png.png?width=670&height=285&name=Screenshot%202026-06-08%20113923-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Start Date | Date the message becomes active |
| End Date | Date the message expires |
| Message | Text content (e.g., "Please keep us in mind for your Spring Events!") |

##### **Event Goals**

**Purpose:** Defines goal categories used to classify the purpose or objective of an event.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20113951-png.png?width=670&height=319&name=Screenshot%202026-06-08%20113951-png.png)

**Example values:** Birthdays, Branding, Topping.

##### **Sales Phase**

**Purpose:** Defines the phases in the sales cycle used to track proposal progress.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114018-png.png?width=670&height=350&name=Screenshot%202026-06-08%20114018-png.png)

**Example values:** Proposal - 50% and other proposal stage percentages.

##### **Sales Person Goals**

**Purpose:** Sets monthly revenue targets for each salesperson, by cost center.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114102-png.png?width=670&height=360&name=Screenshot%202026-06-08%20114102-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Sales Person | The salesperson the goal applies to |
| Costcenter | The cost center or market associated with this goal |
| Month | Month the goal applies to |
| Year | Year the goal applies to |
| Revenue Goal | Target revenue amount (e.g., $10,000.00) |
| Actual Booked Revenue | Read-only — shows actual booked revenue |

##### **Event Checklist**

**Purpose:** Defines checklist items that can be associated with events.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114127-png.png?width=670&height=349&name=Screenshot%202026-06-08%20114127-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Description | Text of the checklist item (e.g., "Colors:") |
| Print Order | Order in which items print |
| IsRequired | Marks the item as mandatory |
| IsYesNoQuestion | Formats the item as a yes/no question |
| Group | Groups related checklist items |

##### **Salesperson Commissions by Rev Code**

**Purpose:** Defines the commission percentage each salesperson earns per revenue code category.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114230-png.png?width=670&height=354&name=Screenshot%202026-06-08%20114230-png.png)

The screen has two panels:

- **Left panel:** list of all salespersons
- **Right panel:** commission % by Revenue Code (ALL, Audio, Beverage, China, Equipment, Finance Charge, Flooring, etc.)

> **Tip:** Use **"Copy Salesperson"** to copy a commission structure from one salesperson to another. Use **"Create Commission Record"** to generate default records for a new salesperson.

##### **Proposal Items**

**Purpose:** Defines reusable proposal line items that can be added to event estimates.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20114333-png.png?width=670&height=313&name=Screenshot%202026-06-08%20114333-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Revenue | Revenue code category (e.g., Audio) |
| Proposal Item Name | Name of the item (e.g., "Bluetooth Speaker v1") |
| Description 1 | Primary item description |
| Description 2 | Additional notes (e.g., "Needs constant update or charge.") |

 

#### **b)Recipe Department**

Recipe configurations support kitchen and operational workflows. These settings define how menu items are classified, prepared, measured, and presented.

![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-08-2026-04-35-48-8568-PM.png?width=670&height=296&name=undefined-Apr-08-2026-04-35-48-8568-PM.png)

###### **Attributes, Traits and Seasonality**

**Purpose:** Tags ingredients or recipes with descriptive attributes and seasonal availability.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20145123-png.png?width=670&height=319&name=Screenshot%202026-06-08%20145123-png.png)

###### **Recipe Color**

**Purpose:** Defines color coding styles used in recipe display (e.g., ingredient style differentiation).

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20145424-png.png?width=670&height=262&name=Screenshot%202026-06-08%20145424-png.png)

###### **Cuisine Types**

**Purpose:** Classifies recipes by cuisine style for menu organization and filtering.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20145535-png.png?width=670&height=277&name=Screenshot%202026-06-08%20145535-png.png)

**Example values:** American, French, Italian, Lebanese, Spanish.

###### **Manufacture**

**Purpose:** Records the manufacturer or brand of ingredients used in recipes.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20145655-png.png?width=670&height=309&name=Screenshot%202026-06-08%20145655-png.png)

**Example values:** Pound, Pint Liter

###### **Measurement Units**

**Purpose:** Defines the units of measure used when specifying ingredient quantities in recipes.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20145750-png.png?width=670&height=290&name=Screenshot%202026-06-08%20145750-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Measurement Unit | Unit name |
| Is Active | Toggles visibility |
| Convert | Enables unit conversion for this measurement |

 

**Purchasing Units**

**Purpose:** Defines the packaging or purchasing units used when ordering ingredients from vendors.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20145750-png-1.png?width=670&height=290&name=Screenshot%202026-06-08%20145750-png-1.png)

**Example values:** BAG, BOTTLE, BOX, BUCKET, BUNCH, CAN, CASE.

###### **Prep Area**

**Purpose:** Defines the kitchen station or prep area where a recipe or item is prepared.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20150014-png.png?width=670&height=278&name=Screenshot%202026-06-08%20150014-png.png)

**Example values:** Bakery, Beverage, Cold Food, Desserts, Hot Food

###### **Prep Equip**

**Purpose:** Defines the kitchen equipment used in recipe preparation.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20150106-png.png?width=670&height=340&name=Screenshot%202026-06-08%20150106-png.png)

###### **Recipe Texture**

**Purpose:** Tags recipes or items with texture descriptors used in menu descriptions.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20150755-png.png?width=670&height=303&name=Screenshot%202026-06-08%20150755-png.png)

**Example values:** Crisp, Crunchy, Smooth 

###### **Ingredient Allergens**

**Purpose:** Flags ingredients with allergen information for menu labeling and client safety.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151011-png.png?width=670&height=307&name=Screenshot%202026-06-08%20151011-png.png)

**Example values:** Dairy, Eggs, Fish, Gluten, Milk, Nuts, Peanuts, Sesame, Shellfish, Soy, Wheat

###### **Dietary Restrictions**

**Purpose:** Defines dietary categories applied to menu items for client accommodation. Typically visible on the web portal (Web toggle ON).

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151047-png.png?width=670&height=334&name=Screenshot%202026-06-08%20151047-png.png)

**Example values:** Gluten Free, Vegan *(and others)*

###### **Event Color Definitions**

**Purpose:** Defines color schemes used for visual identification of events in calendar and list views.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151134-png.png?width=670&height=280&name=Screenshot%202026-06-08%20151134-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Name | Color scheme label |
| Color 1 | Primary color (selected from color picker) |
| Color 2 | Secondary color |
| Color 3 | Tertiary color |
| Sort Order | Display order in the color selector |

#### **c) Staff Department**

Staff configurations define how staff members are classified, scheduled, compensated, and managed throughout event operations.

 ![](https://faq.elecate.com/hubfs/image-png-Apr-08-2026-04-38-36-0876-PM.png) 

###### **Skill Type Management**

**Purpose:** The most detailed Staff entry. Defines each billable staff role with its rate structure, operational settings, and payroll integration.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151522-png.png?width=1771&height=908&name=Screenshot%202026-06-08%20151522-png.png)

**Skill Type Set up — Fields:**

| Field | Description |
| --- | --- |
| Skill Type Code | 3-digit code (1–999). **Do not duplicate.** Manually entered. |
| Skill Type | Name of the role (e.g., CAPTAIN, SERVER, BARTENDER) |
| Skill Type Unit | Unit of time billed (e.g., Hours) |
| Master | Optional master skill type this is based on |
| Service Group | Service area (e.g., Front, Kitchen) |
| Is Active / Is Taxable / Print Item | Standard toggles |
| Scale Skill Type | Allows scaling of this skill type |
| Web Enabled | Shows on the web portal |
| Kitchen Production Skill | Marks this as a kitchen production role |
| Setup / Breakdown | Time offset hours before/after event |
| Driver Skill / Helper Skill | Marks delivery-related roles |
| GL/Payroll Export ID (Account #) | General Ledger account for payroll export |

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151537-png.png?width=1764&height=793&name=Screenshot%202026-06-08%20151537-png.png)

**Rates — Fields:**

| Field | Description |
| --- | --- |
| Units for First Rate | Number of units at the standard rate |
| Units at First Overtime | When overtime begins |
| Minimum Hours | Minimum hours guaranteed |
| Skill Type First Rate | Base Cost and Bill Rate (Regular / Sunday / Holiday) |
| Rate for First Overtime | First overtime Cost and Bill Rate |
| Rate for Second Overtime | Second overtime Cost and Bill Rate |
| Additional Amount | Extra charges for Sunday/Holiday |
| Alternate Name | Alternative display name (e.g., "Event Supervisor") |
| Description | Full description, up to 8,000 characters |

###### **Staff Holidays**

**Purpose:** Defines recognized holidays that affect staff scheduling and pay rates.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151635-png.png?width=1717&height=572&name=Screenshot%202026-06-08%20151635-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Holiday | Name of the holiday |
| Date | Date of the holiday |

**Example values:** Christmas, Halloween holiday, April 1

###### Staff Dress Code

**Purpose:** Defines dress code options that can be assigned to staff members for specific events.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151717-png.png?width=1442&height=579&name=Screenshot%202026-06-08%20151717-png.png)

**Example values:** BLK PANTS WHITE DRESS SHIRT1, FORMAL, FORMAL ATTIRE

###### **Staff Last Action**

**Purpose:** Tracks the most recent action taken when recruiting or following up with a staff member.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151748-png.png?width=1541&height=564&name=Screenshot%202026-06-08%20151748-png.png)

**Example values:** Confirmed Staff, Left VM, Spoke to Room mate, Waiting on Reply 

###### **Staff Meals**

**Purpose:** Indicates whether and when a staff member receives a meal during an event.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20151939-png.png?width=1605&height=577&name=Screenshot%202026-06-08%20151939-png.png)

**Example values:** Yes After, Yes Before

###### **Uniform Sizes**

**Purpose:** Defines standard sizing options for each uniform component. Five categories with identical structure: ID, Code, Is Active, Desktop, Web.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20152006-png.png?width=1510&height=533&name=Screenshot%202026-06-08%20152006-png.png)

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20152548-png.png?width=1484&height=594&name=Screenshot%202026-06-08%20152548-png.png)

| Category | Example values |
| --- | --- |
| Jacket Size | 40-Long, 42-Reg, 44-Reg, 46-Long, 48-Long |
| Pants Size | 30-Reg, 32-Reg, 34-Reg, 36-Reg |
| Shirt Size | *(same structure)* |
| Shoe Size | *(same structure)* |
| Vest Size | *(same structure)* |

###### **Training Courses**

**Purpose:** Classifies the level or type of training a staff member has completed.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20152703-png.png?width=1546&height=584&name=Screenshot%202026-06-08%20152703-png.png)

**Example values:** Advanced, All, Bartender, Intermediate, Introduction, None, Supervisors 

###### **Security Clearance**

**Purpose:** Records security clearance level for staff assigned to events at secure venues.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153000-png.png?width=1536&height=612&name=Screenshot%202026-06-08%20153000-png.png)

**Example values:** All, House of Rep, None, Other, Pentagon, State Dept, UN, US Capital, White House

###### **Department Entry**

**Purpose:** Defines the internal departments that staff members belong to.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153032-png.png?width=1491&height=661&name=Screenshot%202026-06-08%20153032-png.png)

**Example values:** A Warehouse, Catering, Delivery test, Equipment, None *(5 total)*

###### **Review Period**

**Purpose:** Defines the frequency of performance reviews for staff members.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153100-png.png?width=1495&height=575&name=Screenshot%202026-06-08%20153100-png.png)

**Example values:** 3 Months, 6 Months, Annual, None

###### **Staff Travel Zone**

**Purpose:** Defines geographic travel zones with associated cost and billing rates for staff travel reimbursement.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153128-png.png?width=1807&height=578&name=Screenshot%202026-06-08%20153128-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Travel Zone | Zone name (e.g., Alpha Zone) |
| Zone Code | Short code (e.g., A, B, C) |
| Zone Cost | Internal cost for staff travel to this zone (e.g., $5.00) |
| Zone Rate | Rate billed to client for this zone (e.g., $10.00) |

**Example values:** Alpha Zone (A), Beta Zone (B), Charlie Zone (C), Delta Zone (D), Epsilon Zone (E), Zeta Zone (Z)

#### **d) Delivery**

Delivery configurations define geographic and logistics settings used when planning and executing event deliveries.

 ![](https://faq.elecate.com/hubfs/image-png-Apr-08-2026-04-39-10-5409-PM.png) 

###### **States or Providences**

**Purpose:** Defines U.S. states (or Canadian provinces) available for address selection throughout the system.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153242-png.png?width=1787&height=500&name=Screenshot%202026-06-08%20153242-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| State | Two-letter abbreviation (e.g., AK, AL, CA) |
| Name | Full state name (e.g., Alaska, Alabama) |
| Is Active | Toggles whether this state appears in address dropdowns |

 

###### **Countries**

**Purpose:** Defines the countries available for address and delivery configuration.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153309-png.png?width=1814&height=445&name=Screenshot%202026-06-08%20153309-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Country | Country name (e.g., USA, Australia, Canada) |
| Postal Code Mask | Format mask for postal code entry |
| Is Active | Toggles visibility |

**Example values:** USA *(Active)*, Australia *(Inactive)*, Canada *(Inactive)*

###### **Postal Codes**

**Purpose:** Maps zip codes to geographic and operational data used for delivery planning, zone assignment, and tax jurisdiction. This is the most detailed entry in Delivery.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153418-png.png?width=1827&height=742&name=Screenshot%202026-06-08%20153418-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Zip Code | 5-digit postal code |
| State | State linked to this postal code |
| City | City name |
| County | County name (optional) |
| Country | Country (e.g., USA) |
| Jurisdiction | Tax jurisdiction (e.g., Falls Church) |
| Sort | Sort order for display |
| Zone | Delivery zone assigned (e.g., Alpha Zone) |
| Region | Sales/delivery region |
| Cost Center | Cost center for deliveries to this area |
| TimeZone Offset | Hours offset from GMT (e.g., 5) |

 

###### **Regions**

**Purpose:** Defines broad geographic regions used for delivery planning and sales territory assignment.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153509-png.png?width=1507&height=483&name=Screenshot%202026-06-08%20153509-png.png)

**Example values:** East, North, South, West

###### **Delivery Routes**

**Purpose:** Defines named delivery routes used by dispatchers to organize event deliveries.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153536-png.png?width=1484&height=580&name=Screenshot%202026-06-08%20153536-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Route # | Route identifier code (e.g., Multiple, A1, A2, B1) |
| Description | Notes about the route |

**Example values:** Multiple, A1, A2, B1, B2, C1, D1, Lake B3, Lake B4, Lake B5, Lake B6 

###### **Trucks (Delivery Vehicles)**

**Purpose:** Registers and tracks all delivery vehicles in the fleet.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153600-png.png?width=1641&height=872&name=Screenshot%202026-06-08%20153600-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Truck Number | Internal truck number |
| Year / Make / Model / Color | Vehicle identification details |
| License Plate / License State | Registration information |
| Insurance Co. / Policy No / Expires | Insurance details |
| VIN | Vehicle Identification Number |
| Length / Height / Gross Weight | Physical dimensions |
| Last Maintenance | Date of last maintenance service |
| Has Logo | Company branding on vehicle |
| Has GPS | GPS tracking installed |
| Has Lift Gate | Lift gate available |

###### **Delivery Zones**

**Purpose:** Defines geographic delivery zones with associated cost and billing rates. These zones link to postal codes for automatic zone assignment.

![](https://faq.elecate.com/hs-fs/hubfs/Screenshot%202026-06-08%20153646-png.png?width=1725&height=544&name=Screenshot%202026-06-08%20153646-png.png)

**Fields:**

| Field | Description |
| --- | --- |
| Travel Zone | Zone name (e.g., Alpha Zone) |
| Zone Code | Short code (e.g., A) |
| Zone Cost | Internal cost for deliveries to this zone (e.g., $5.00) |
| Zone Rate | Rate billed to client for this zone (e.g., $10.00) |

 

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