Everything CaterAxis does

A deeper view of the operational functions already represented in the platform.

01

Order Capture & Customer Information

✓ Manual catering order entry
✓ Configurable catering source
✓ Pickup or delivery details
✓ Pickup/delivery date and time
✓ Customer name, phone and email
✓ Order-level notes
✓ Employee/taken-by tracking
✓ Status starting at Ordered
✓ Discount and tax fields when pricing is enabled
02

Products, Menu & Order Building

✓ Manager-created categories and products
✓ Catering packages and composite product builds
✓ Boxed-meal and package-style product workflows
✓ Individual menu items and à la carte products
✓ Platters, chips, drinks, desserts and sides
✓ Other / write-in products
✓ Product quantities and minimums
✓ Size/style selection
✓ Modifier groups and choices
✓ Reusable toppings/options
✓ Per-item ordering behavior
✓ Company-level item-note control
✓ Menu reorder and enable/disable controls
03

Pricing & Commercial Controls

✓ Single-price products
✓ Size-based pricing
✓ Pricing enable/disable by company
✓ Discounts
✓ Tax
✓ Order subtotal and total
✓ Kitchen pricing visibility control
✓ Subscription-plan feature access
✓ Secure digital payment portal
04

Dashboard & Kitchen Production

✓ Open-order dashboard
✓ Kitchen production board
✓ Ordered / In Progress / Ready / Completed workflow
✓ Due-time visibility
✓ Due-soon highlighting
✓ Touch-friendly controls
✓ Advance and back status actions
✓ Order detail view
✓ Kitchen print view
✓ Customer print view
✓ PDF output
✓ Original source-file links when available
05

Customers, Archive & Records

✓ Customer directory
✓ Customer order history
✓ Current and completed order archive
✓ Order detail records
✓ Stored source documents
✓ Status history
✓ Printable order records
✓ Searchable operational history
✓ Repeat-order reference data
06

Users, Roles & Store Administration

✓ Automatic employee invitation email
✓ Password setup and invitation email
✓ Activate/deactivate employee accounts
✓ Delete employee accounts with safety protections
✓ Role assignments
✓ Location access assignments
✓ Company Admin permissions
✓ Store/company setup
✓ Branding and customer-facing identity
✓ Operational defaults
✓ Multi-location structure
✓ Tenant-isolated companies
07

Automated Email & Document Imports

✓ PDF import
✓ Image import
✓ Inbound email import
✓ Automated document analysis
✓ Menu-aware item matching
✓ Composite item/component extraction
✓ Confidence and review notes
✓ Saved import alias/mapping library
✓ Original file retention on a secured server
✓ Import usage tracking
✓ Monthly import limits and overrides
✓ Import status and receiving visibility
08

Notifications, Files & Platform Services

✓ Secure account email
✓ Inbound email receiving workflow
✓ Encrypted hosted file storage
✓ Secure subscription lifecycle
✓ Payment-status synchronization
✓ Billing lifecycle audit
✓ Plan-to-feature access audit
✓ Company onboarding checklist
✓ System health and data-status monitoring
✓ API-access feature tier for future integrations

Integration note

External ordering and point-of-sale connectivity depends on the capabilities and authorization available from each connected system. CaterAxis maintains structured orders, menu and pricing data, access controls, import-ready records and secure original-document retention.