CateringOS Guide

Getting started: the first two weeks The thread from your first sign-in to your first service statement — including the stumbling blocks and where to look first when something is wrong.

Your first sign-in The welcome tour and the "First steps" list — what happens at your first sign-in and why the ticks appear by themselves.

Inviting colleagues and granting permissions Individual accounts instead of shared passwords, telling app role and permissions apart, restricting the scope.

Assigning facilities to menu planning Create menu plan groups, assign facilities and units, set service start and delivery days — the prerequisite for any plan.

Create a menu plan Build a weekly plan with menu lines, schedule recipes, approve and publish.

Create recipes Pick ingredients, capture a recipe with automatic allergen/nutrition calculation, set labels.

Manage menu lines Add, switch and remove swimlanes (dietary forms & consistency levels).

Headcounts and cancellations Record demand per facility/portion group, cancellations and deadline, source precedence.

Create a service statement Generate a monthly statement, review line items, send for approval, auto-approval/objection.

Production list and portioning The kitchen sheet for the day: quantities per menu line, "one pot", discrepancies in reported figures and the split across the houses.

Cycle and series planning Repeat weekly plans as a cycle, roll out a series, apply changes to future cycles.

Documenting HACCP Checkpoints, readings, deviations with corrective action and the export for the authority.

Purchasing & stock Goods receipt with best-before dates, FEFO withdrawal, shopping list from the menu plan.

Facility portal Facilities report headcounts, absences and closing days themselves.

Parent and relative portal View the menu, order, cancel — free of charge for end users.

Managing contracts Prices per portion group, cancellation deadlines, DPA.

Resetting your password Set a new password yourself, no need to ask your kitchen or facility.

Setting up two-factor sign-in Scan the QR code, print your recovery codes and store them safely.

Why CateringOS works the way it does The principles behind the rules — evidence, data ownership, deadlines. Knowing them makes you faster.

Plans and feature scope Which feature is included in which plan — generated straight from the operator console, so it always matches the actual state.

Glossary Menu-plan group, portion group, delivery point, FEFO — the application’s terms, briefly explained.