Resources

What is an Order Manager?

An order manager is the team member responsible for a particular quote or order — the person coordinating the event from enquiry through to delivery. Assigning a manager makes accountability clear and lets everyone see, at a glance, who is looking after each job.

A manager is one of your Puree users. Each order has a single manager, and an order can also be left unassigned.

Assigning a Manager

Open any quote or order. Near the top of the page, just above the tags, you'll see an Assign manager button.

Click Assign manager to open the picker, then choose a team member from the list. Their coloured initials appear as the manager. Each user has their own consistent colour, so managers are easy to recognise across the app.

To reassign the order, click the manager and pick someone else. To remove the manager entirely, choose Unassigned from the list. Changes save immediately — there's no separate save step.

Seeing Managers in the Quotes List

On the quotes list, an AM (Assigned Manager) column sits just before the customer name. Each row shows the manager's coloured initials, or a dashed circle when no manager has been assigned yet. Hover over the initials to see the manager's full name.

Finding Your Own Quotes

Use the My Orders filter at the top of the quotes list to show only the quotes and orders you manage. Switch back to All to see everything in the account.

Searching by Manager

The search box on the quotes list also matches manager names. Type a team member's first or last name to find every quote they manage, alongside the usual search by customer, tag, status and quote number.

On Your Dockets

The assigned manager also prints on your paperwork: it appears as Manager under the status on the chef docket, and as Event Manager beneath the title on the event brief — so the kitchen and on-site team always know who's coordinating the job.

Managers vs Tags vs Event Staff

The order manager is an internal Puree user responsible for the job. This is different from tags, which categorise quotes, and from event staff, who are the people rostered to work the event itself. Use managers for accountability, tags for organisation, and event staff for on-the-day staffing.