Question
How can I download Banquet Event Orders (BEOs), invoices, prep lists, and/or pack sheets for specific catering orders?
Answer
Download Catering & Events Prep Tools Overview Steps
Products this applies to: Catering & Events | Access needed: Toast Web
Download Catering & Events Prep Tools Process
Access and download prep tools for Catering & Events orders into a single download for Banquet Event Orders (BEOs), invoices, prep lists, and pack sheets.
Log in to Toast Web and navigate to Catering & Events > Prep tools.
Select either Custom or Standard printing.
Select from the options to compile into a single download:
BEOs: Customer info, all fields, internal notes, menu items, and modifiers
Invoices: Customer info, menu items, prices, and modifiers
Prep list: Items and modifiers with quantities
Pack sheet: Items and modifiers by customer and prep station
Kitchen sheet: Customer name, selected fields, internal notes, menu items, and modifiers
Pickup summary: Pickup orders by time, status, tip amount, and form fields
Delivery summary: Delivery orders by time, status, tip amount, and form fields
CSV Export: Order, item, and modifier data in a .csv format
Order summary: Orders by date and time with customer info, quantities, and modifiers
Labels: 2" x 4" labels (10 per sheet) for orders, items, and modifiers
Set up Filters to create your Prep lists:
Prep stations
Dining options
Invoice status
Catering order status
Menu items
Note: This section is optional. You have the option to set up filters, but it is not required to run a prep tool.
You can change the Display of your prep list.
Select Download PDF and choose the timeframe for the download.
Note: Want all the BEOs for a single customer for last week? Filter by customer name and the order date range, select those orders, and download.