Help Centre

Step 1: Verify Your Account Details

• Navigate to Admin Section: Click on the admin section at the top of your dashboard
• Account Details: Go to Account Details to review and verify your business information. It's crucial that all details are correct to ensure smooth operations. Please especially check the Time Zone, the Sales tax and Quote Currency are correct

Step 2: Upload Your Logo

Brand Identity: Upload your company logo under Account Details. This step is important for branding your quotes and invoices.

Step 3: Configure Menu Headers

• Menu Organisation: Access Settings and update your menu headers. Menu headers are essential for categorising your items effectively in quotes, providing a clear and professional presentation to your clients
• Customisation: Your Puree account comes with some default Menu Headers. These may or may not suit your operations, so feel free to delete, edit or add new ones. This categorisation enhances the clarity and appeal of your quotes

Step 4: Add Your Terms and Conditions

Terms and Conditions: One of the first commentary templates to focus on is your Terms and Conditions. This template is vital for ensuring your quotes include all legal and operational details necessary for your services.

Step 5: Set Up Commentary Templates

• Leveraging Commentary Templates: Puree.app's commentary templates offer a unique way to insert customisable text blocks into your quotes, significantly enhancing their personalisation. This feature saves you from manually typing out "free text" for each quote, allowing for a selection from a variety of pre-set templates configured in the Settings panel
• Default Templates: To help you hit the ground running, your account is preloaded with a default set of commentary templates. These are designed to cover a broad range of typical use cases and can be used as-is, edited, or deleted according to your specific needs

Step 6: Invite New Users

User Invitations: You are free to invite an unlimited number of users to your Puree account without incurring additional charges for each user. There are two distinct roles for users: an Admin role, which grants unrestricted access, and a Member role, which offers limited access to certain features, such as the Reports page. Each user must have a unique email address to which their invitation will be sent, and this email becomes their login credential.

Step 7: Set Up Your Integrations

Google and Xero Connections: Visit our integrations page to connect your Google account, enabling synchronisation between the Puree calendar and your Google Calendar. Apply the same process for Xero if you utilise this accounting software.

Step 8: Manage Your Event Staff

Setting Up Staff Roles and Rates: Begin by adding the roles of your event staff along with their hourly rates in the settings panel. This foundational step enables you to accurately allocate staff and their costs when creating event quotes.

Step 9: Organise External Suppliers

Adding Supplier Details: To incorporate external supplier items within your customer quotes, first, ensure you input all necessary supplier details into your settings page. Common external suppliers include hire equipment companies and beverage suppliers. After setting up, you'll be equipped to send orders directly to your suppliers via Puree, streamlining the ordering process while ensuring order accuracy and enhancing communication between your business and its partners.

Step 10: The Big One - Adding Your Items and Creating Categories

• Bulk Upload of Items: As a new user, we highly recommend starting by compiling all your items—including menu items, beverages, and equipment—into a spreadsheet template we provide. This approach allows us to assist you with a bulk upload, streamlining the initial setup. We're also here to offer advice on creating effective categories that match your operational needs
• Post-Upload Management: After the initial bulk upload, you'll have the flexibility to add or edit items directly within Puree. This ensures your item list and categories remain up-to-date and reflective of your current offerings