Food truck step 6: catering orders and quotations

Catering is where many trucks make their best money: weddings, office lunches, private parties. SmartPOS Hub handles it with quotations: a priced offer you send to the customer and turn into a sale when they say yes.

Before you start

• Catering items exist, for example “Taco bar per guest”, “Additional event hour” or “Event fee” (step 2).
• The customer is a contact with name, phone and e-mail (Contacts).

Write the quote

1. Open Sell › Add Quotation.
2. Pick the truck as the Business Location (top right) and the Customer.
3. Under Products, add the catering items with quantities (guests, hours) and any discount.
4. Add notes such as the date, address and menu choices, and attach a document if needed.
5. Click Save (or Save and print). Print it or share the quote link from Actions › Invoice URL on the list.

/sells/create?status=quotation

Follow up and win the job

Sell › List quotations lists every quote with the customer, location, items and who added it. Filter by truck or customer.

/sells/quotations

Quotes per truck. Repeat customers (agencies, wedding planners) are easy to spot.

Turn it into a sale and take a deposit

1. When the customer accepts, open the quote with Actions › Edit (or from the POS under Recent Transactions › Quotation).
2. Check the final numbers and finish the sale.
3. Enter only the deposit as the payment. The rest stays due on the customer.
4. After the event, collect the balance with Add payment on the sale or the customer.

Read more: Quotations, drafts and orders and Credit and part payments.

Tips and mistakes to avoid

• Put the event date in the notes; the quote date is the date you wrote it.
• Take a deposit before buying extra ingredients for a big job.
• Load stock for the event with a stock transfer to the truck (Stock transfers).

Next

Daily operations

Go-live checklist