General Setup

General FAQ

• Off-Premise Locations All Cost Centers-All Status
• Container Types
• Cuisine Type
• Purchase Units
• Shipping Budget
• Areas
• Master Filter
• Profile
• Sales Phase
• Security Setup
• Update Button
• Payments
• Update Account
• Power BI
• Network Users
• Adding Security
• Checklist
• Series Management
• Contact Management Defaults
• General Information
• ID Search Button
• Pickup Tab
• Statement History
• Buttons
• General Information
• Dashboard
• Event Special Dates Reporting
• Profile
• Additional Information Buttons
• General Info
• General Setup
• Web Details
• Web Details
• POS Web Treeview Levels
• Item Entry Management
• Item Availability Management
• Stored Files Management
• Image Management-Local, Mobile or Website Use
• Revenue Code Management
• Tax City Management
• Manage Tax Jurisdictions
• Manage Tax Table
• Discount Reasons
• Commission Category
• Payment Terms
• Reporting Periods
• Card Type
• Event Term
• Last Action Items
• Create and Edit Checklist Items
• Create and Edit Mail Types
• Manufacture
• Measurement Units
• Cost Center Revenue Code Setup
• Master Filter Setup
• Inventory Locations
• Roles
• Contract Term
• Adding a New Role
• Client Requirements
• Installation Options
• System Requirements
• Client Setup
• How to Set Up Your Company Email in Your Database?
• Time Clock
• Application Settings - Email From
• Application Settings - Elecate
• Group Coding Structure (Desktop Setup Tab)
• Codes
• Screen Recorder
• Submit a Ticket
• Evaluations
• Quick Support – Screen Sharing
• The Precautions
• Descriptions
• Business Area Setup
• Why my initials don't appear in the EM column for reports?
• How to add/edit a New Staff Member?
• How to create an HR Report?
• How to check Staff Assignments?
• How to add/edit Staff Security Information?
• How to set up Staff Configurations?
• How to add/edit availability for a Staff Member?
• How to set up an email and password for a Staff Member for the mobile app?
• How to set up a role for a staff Member in the mobile app?
• Response Button
• User Accounts No Longer Needed
• Staff Options
• Staffing Reports – Unassigned Staff Reports
• Viewing Assignments
• Quick Look Button
• Supervisor’s Edit Button
• Clocking Out
• Taking Breaks
• Clocking In
• Payroll Reporting
• Post Payroll Button
• Lock & Unlock Buttons
• Compute Mileage Button
• Breaks Button
• Batch Change Button
• Delete Button
• Unassign Button
• +Add Button
• Days Pop-Up
• Availability
• Mobile/Web
• Security
• Responses
• Assignments
• HR
• Skill Types
• Contact Information
• Calendar
• Changes
• Staff Holidays
• Staff Dress Code.
• Staff Last Action
• Staff Meals
• Uniform Jacket Size
• Uniform Pants Size
• Uniform shirt size
• Uniform Shoe Size
• Uniform Vest Size
• Timesheet Reporting
• Delivery Configurations
• Delivery Rules
• Delivery Info
• Delivery Button
• States or Providences
• Countries
• Postal Codes
• Regions
• Trucks
• Create and Edit Overnight Shipping
• Delivery Zones
• Recipe Texture
• Recipe Group
• Recipe Groups
• Recipe Group Setup
• Recipe Setup
• Recipe Prep
• Additional Info
• Pricing
• Select Ingredients
• Container Types
• Purchasing Units
• Prep Area
• Prep Equip
• Ingredient Allergens
• How to Increase Session Timeout in the Web Version of the App
• How to Update Permissions
• Getting Started
• Rename Password
• Adding a New User and Identity Roles
• Help button New functionality
• Identity Roles
• Training Courses
• Security Clearance
• Department Entry
• Review Period
• Staff Travel Zone
• Next Action Items
• Referred by
• Salesperson
• Event or Order Status
• Enter Customer Titles
• Messages
• Salesperson Goals
• Proposal Items
• Attributes, Traits and Seasonality
• Dietary Restrictions
• Event Goals
• Delivery Routes
• Salesperson Commissions by Rev Code
• Sales Person Goals:
• Equipment Usage Calendar:
• Event Quick Item Lookup Window:
• Salesperson (Elecate Sales & Client App)
• Creating a new Salesperson (Elecate Sales & Client App)
• Enable Mobile Access for Existing Users.
• View Events (Elecate Sales & Client App)
• View Event Details (Elecate Sales & Client App)
• View Order Items (Elecate Sales & Client App)
• View Assigned Staff (Elecate Sales & Client App)
• View Assigned Staff (Elecate Sales & Client App)
• View Attachments (Elecate Sales & Client App)
• View Map (Elecate Sales & Client App)
• Call Contact (Elecate Sales & Client App)
• View Staff (Elecate Sales & Client App)
• View assigned skills (Elecate Sales & Client App)
• Call the staff (Elecate Sales & Client App)
• Search Staff (Elecate Sales & Client App)
• View Staff Details (Elecate Sales & Client App)
• View Prospects (Elecate Sales & Client App)
• Search Prospects (Elecate Sales & Client App)
• Create Prospects (Elecate Sales & Client App)
• Update Prospects (Elecate Sales & Client App)
• View Customers (Elecate Sales & Client App)
• Search Customers (Elecate Sales & Client App)
• View Customer Details (Elecate Sales & Client App)
• View & Edit Profile Information (Elecate Sales & Client App)
• View About Us Screen (Elecate Sales & Client App)
• Go to Help Website (Elecate Sales & Client App)
• Sign Out
• Sign-In (Client)
• View Events (Client)
• View Event Details (Client)
• View Order Items (Client)
• View Assigned Staff (Client)
• View Attachments (Client)
• View Map (Client)
• Call Contact (Client)
• View & Edit Profile Information (Client)
• View About Us Screen (Client)
• Go to Help Website (Client)
• Download/Log In - Sales & Client Mobile App
• Download/Log In - Staffing Mobile App
• Sign - In
• Forgot Password Feature
• View Events (Mobile App)
• Respond to event invitations (Mobile App)
• Assigned events (Mobile)
• Send Individual Notes: (Mobile)
• Availability (Mobile)
• Manage Availability (Mobile)
• View Events Depending on Mobile Role by Past, Today & Future:
• View Staff List if Mobile Role Allows It:
• Searching and Sorting Options for Events & Staff:
• View Shift Status (Mobile)
• Check In/Out (Geofence):
• Go to Phone App with Staff Member´s Phone Number:
• Sign the Shift (Mobile)
• Edit Check In/Out Times (Mobile):
• View Time Records by Day (Timesheet, Mobile)
• Search Events (Mobile)
• View Events Attachments (Mobile)
• Create Time Records
• Edit Time Records (Mobile)
• Delete Records (Depending on Mobile Role)
• View Events by Past, Today & Future (Supervisor, Mobile)
• Searching and Sorting Options for Events & Staff:
• Call the Contact Person (Mobile)
• Launch Event´s Location by using Map (Mobile)
• View & Sign Order Items (Mobile)
• View Event´s Staff (Mobile):
• Rate Staff (Mobile):
• View Events Attachments (Mobile)
• View & Edit Profile Information (Contact Information Mobile)
• View & Edit Profile Information (Profile):
• Change Language (Mobile)
• Change Password (Mobile)
• View About Us Screen (Mobile)
• Go to Help Website (Mobile)
• Sign Out (Mobile)
• How to Attach an Image, on Image Management from Settings: