Tell us about your business.

Name *

First Name

Last Name

What is your projected turnover / sales for next year?

Over $500k

Over $1M

Over $2M

Do you use checklists, prep lists and/or daily run sheets?

Yes

No

We have a few

Do you have a policy and procedures manual in use?

Yes

No

We have a daily briefing

How are orders from Food & Beverage supplies from Vendors calculated?

We estimate what we need

We use order sheets and count stock

Automated Ordering set with PAR levels

How do you place your supplier orders?

By Phone or Text

Email or Supplier Portal

Our Ordering System generates an email and produces a purchase order

Percentage of Invoices your venue receives in these formats?

Hand written pay from petty cash

Email

Delivery Docket only

How you receive and check invoices?

Phone or Email

We make a note on the invoice then look for the credit to reconcile

Our system automatically generates a credit note request and matches it automatically

How do you handle returns for errors in supplier deliveries?

We mark it on the invoice, call or email the supplier and wait for the credit.

Our system that automatically sends a credit request to our supplier and watches out for the confirming credit

How we calculate our Food & Beverage pricing on the menu?

Everything is in handwritten

Our recipes held in a shareable digital format

We have a food costing program that is automatically updated

What are the accounting System or process used by the business?

Accountant manages the process

Our Office checks and pays invoices

A Bookkeeper handles our payments and invoices

Does your accountant enters invoices?

I do it all myself

We enter invoices

Our receiving system scans invoice ready for upload

How do you ensure credits have been received for missing or returned items?

We let the supplier know if the credit has not been applied to statement via email or phone

Check for credit matching Invoice to statement

Our Ordering system identifies we are waiting on a Credit on statement from this supplier

Who would be our primary contact?

First Name

Last Name

Who will be the main person running the project internally?

First Name

Last Name

What relationship does the primary contact have with the business?

Employee

Shareholder

Owner