What are Custom Templates?
Custom templates are used to build custom reports, typically used by the kitchen for preorders, with HTML using operational data points. Familiarity with HTML is recommended when creating custom templates.
How to Access and Create Custom Templates
Custom Templates can be accessed by going to Operations Settings > Custom Templates.
Click on Add a Custom Template + or Add a Custom Template V2 + to create a new template.
For more information on V2 templates, see this kb article: link
Common Custom Templates
Note: Examples of the below common Custom Template reports are attached to this article.
- Group List Report: Provides a table of totals for each item in the event followed by totals for each item per suite.
- Kitchen Notes Report: Provides kitchen and product notes grouped by seat/section
- Kitchen Production Report: Provides a table of item and quantities sold in an event by Fulfillment Group.
- Suite by Suite Breakdown Report: Provides a table showing the quantity of products sold in each suite in an event.
- Suites by FG Report: Provides a table of totals for items sold in an event grouped by Fulfillment Group
How to run reports using Custom Templates
Custom Template reports are run on the event level. To run these reports:
Select Events > Events
Locate the event, then click on Orders.
On the event page, click Print.
Select report from list. Custom Template reports will be green.
If your site is interested in adding one of the common reports noted in this article, please contact support@tapin2.co for assistance. For other custom reports, please contact your Account Manager.