The Status of a Catering Event is broken down in to six levels:
Prospect
Proposal
Signed
Event Complete
Billing Complete
Canceled
Each Status has a checkbox next to the Status name to check that Status Level complete. Upon marking a Status Level complete, the current date will populate the date field on the Status level. If a subsequent Status level had yet to be marked complete, it would additionally be marked as complete with the current date.
Status level dates can be modified by clicking in the date field or by clicking on the date picker to the right of the date. Below are the six Status levels and their appearance upon being marked complete.
The R365 Catering application is only available to organizations that were using R365 Catering prior to Q1 2024. For all other organizations, R365 Catering is no longer available for purchase.