Latest insights
10 September 2026
Contact Us forms are not CRM leads
Contact-style enquiry forms only email the caterer. They never land in Enquiries received, and they never show on CRM boards.
Slider forms and classic event forms do create real leads. Contact Us is just a website page with a mailbox behind it.
If someone’s hunting a “missing” enquiry, check which form was on the site — not the CRM filters.
See Enquiry Forms and CRM Boards.
Missing Quick Create is almost always Default T&Cs
This is about Online Orders Received — processing orders that came in from an online order form.
On that screen, Quick Create only appears when that order form has Default Terms set. Without them you get Link and Create — and nothing else.
Card-paid orders still sit in New until you process them. Once you do, Puree auto-accepts because the money’s already taken.
So if Quick Create “vanished” on Online Orders Received, don’t rebuild the form. Check Default Terms first.
Terms lock the moment a quote is Accepted
Accept locks the terms — including when you mark Accepted yourself. Tweaking wording in Settings later never rewrites what that accepted quote already carries.
Need different terms after accept? Save as a new version (it goes Pending again), then re-accept. The earlier accepted version keeps its own Acceptance Certificate.
Don’t fight locked terms. Version the quote.
See How Terms Lock on a Quote.
Menu disclaimer — quotes only
Settings → Dietary Codes → Disclaimer is one account-wide statement. Put it Top or Bottom of the Menu block.
It prints on customer quotes (and optional menu PDFs). It does not show on chef dockets, kitchen reports, or the online store. There’s no per-quote override.
One disclaimer for the account. Quotes only.
See Dietary Codes, Allergens & Menu Disclaimer.
Stickers — one label per box for bundles
In Stickers Builder, a bundle isn’t “one sticker per sandwich.” The parent prints as the heading; each content item is a dashed line under it.
That’s deliberate — one label for the box the kitchen packed.
Teach the bundle shape, not a sticker-per-item habit.
See Packaging Stickers.