Catering Management Module for Perfex CRM

Note: This is a module for Perfex CRM, not a standalone script. This module works best on Perfex CRM version 3.0.0 and later.

LIVE DEMO

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OVERVIEW

The Catering Management Module for Perfex CRM is a comprehensive solution for managing catering services. It enables businesses to handle event planning, menu creation, and package management seamlessly within Perfex. This module is designed to streamline the entire catering workflow, from initial event setup to final menu organisation, providing your team with powerful tools to efficiently manage all aspects of your catering operations.

CORE FEATURES

Event Management: Create, manage, and track catering events with ease. The module provides a complete event management system that allows you to organise all your catering events in one centralised location. Track event details, assign staff members, manage event types, and monitor the progress of each event through an intuitive Kanban view. Perfect for keeping your entire team coordinated and ensuring every event runs smoothly.

Event Type Management: Categorise and organise your catering events by defining custom event types. Whether you’re handling weddings, corporate functions, private parties, or any other type of catering event, you can create and manage specific event types with their own characteristics and requirements. This feature helps you standardise your processes and maintain consistency across similar events.

Meal Menu Management: Build and customise comprehensive menus with various items, sections, and categories. The powerful menu builder allows you to create detailed menus tailored to different events and client preferences. Organise menu items into logical sections and categories, making it easy for clients to browse and select their preferred options. Each menu can be fully customised to reflect your unique offerings.

Menu Item Management: Maintain a detailed database of all your menu items with complete information about ingredients, suppliers, costs, and preparation details. Each menu item can include dietary information, allergen warnings, and dependencies on other items. Track pricing, manage suppliers, and ensure accurate cost calculations for better profitability analysis.

Catering Package Management: Create and manage catering packages for different events and client needs. Bundle menu items together into attractive packages that simplify the ordering process for your clients. Set package pricing, define what’s included, and create various tiers to cater to different budgets and requirements. This feature streamlines your sales process and makes it easier for clients to make decisions.

Allergen and Dietary Type Tracking: Ensure customer safety and satisfaction by tracking allergens and dietary requirements for all menu items. The module provides comprehensive allergen management and dietary type categorisation (vegetarian, vegan, gluten-free, etc.), helping you quickly identify suitable options for clients with specific dietary needs. This feature is essential for maintaining compliance and providing excellent customer service.

Granular Permissions Control: Maintain complete control over staff access to module features with granular permission settings. Administrators can configure detailed permissions for events, event types, menus, menu items, and packages (View, Create, Edit, Delete). A special permission allows you to control who can view cost-related information, ensuring sensitive financial data remains secure. This flexibility ensures each staff member has exactly the access they need.

More features on the way. Feel free to send through your feature request.

INQUIRIES AND SUPPORT

For any pre-sales enquiries, please use the discussion tab to ask any questions you may have.

If you have purchased this module and require support, please open a support query, and we will be glad to assist you.

For feature requests, please email us on the provided email address on our seller profile.

CHANGELOG

Version 1.0.0 | 4 November 2025

Initial release