Help Centre

Find answers and learn how to use Puree.app for your catering business.

Help Topics

Creating a Quote in Puree

A step-by-step guide to creating a basic quote in Puree, from setting up items to emailing the quote to your customer.

Before You Begin

  1. Set Up Your Items: Ensure all your items and categories have been added to Puree
  2. Configure Your Templates: Visit the settings section to set up quote templates that suit different types of events you cater to

Creating a New Quote

  1. Start a New Quote: Click on the 'New Quote' button on the main menu bar, and select the order date
  2. Select or Add a Customer: Choose an existing customer or add a new one. New customer details will auto-populate future fields
  3. Update Customer Details: Modify details like phone numbers or addresses as needed directly within the quote

Quote Details

  1. Choose the Quote Type: Select between delivery order, staffed event, staffed event with deliveries, or customer to collect
  2. Set Delivery Times: For events requiring multiple deliveries (e.g., lunch and afternoon tea), specify each delivery time
  3. Add Delivery Fee and Customer Reference: Include any delivery charges and the customer's purchase order number if available
  4. Select Terms and Conditions: Choose the appropriate terms from your pre-configured options

Discounts and Payments

  1. Apply Discounts: Choose between a discrete discount (hidden from the customer) or an explicit discount (shown on the quote)
  2. Set Payment Terms: Indicate if payment is required in advance and set the invoice due date based on your preferences
  3. Request a Deposit: Specify if a deposit is required, choosing between a percentage of the total or a flat amount

Adding Items to Your Quote

  1. Select Categories and Items: Choose the categories and specific items for the quote, adjusting quantities as needed
  2. Customise Item Details: Override prices, change names, or add notes to items for internal use or customer clarification

Finalising and Sending the Quote

  1. Review and Save Your Quote: Ensure all details are correct, then save your quote
  2. Email the Quote: Use a pre-configured email template to send the quote directly to your customer from Puree

Remember: The effectiveness of your quote can significantly impact the customer's decision. Taking the time to ensure accuracy and presentation can set the foundation for a successful event and a satisfied client.