Decide what customers see in quotes and share products between locations
Choose what appears in quotes and move catalogue items between locations
Not every product belongs in every estimate. Hide items from the quote view when they're for internal use only, and export catalogue items to other locations in your group.
In short
- Hide individual products from the customer's quote view
- Export catalogue items to other locations in your group
- Keep internal component products out of the estimate documents
- Copy recipes and equipment between locations without entering data twice
Hiding items on the quote
On complex orders, some products are components meant for internal use only, with no reason to appear on the customer-facing quote. Estimate settings let you mark individual items as hidden from the quote view. They still count towards price and production, but they don't clutter the document your customer sees.
Sharing between locations
If you run several locations or brands from one Catermonkey account, you can send a product to another location in your group. Copy a proven recipe, equipment item or package to a new site without re-entering allergens, pricing rules or ingredient lists. Changes after export stay independent: each location keeps its own version.
See how this works in your own account?
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