Catering Management

Take catering from inquiry to event without losing the details.

Manage catering leads, quotes, event details, deposits, clients, menu options, and follow-up in one organized workflow.

COSMIC orders and fulfillment dashboard
From lead to event.
More than a catering form

Keep the business behind every event in one place.

Catering gets complicated fast when inquiries, pricing, guest counts, deposits, menu selections, and event notes live in different places. COSMIC gives the whole workflow one home.

Inquiry Pipeline

Move new leads through contacted, quoted, accepted, scheduled, and completed stages.

Event Details

Track date, time, guest count, venue, address, service notes, and event requirements.

Quotes & Proposals

Build clear catering quotes with packages, menu items, add-ons, and custom pricing.

Deposits & Balances

Keep deposit status, remaining balances, and payment milestones visible with the event.

Catering Menu

Manage catering-specific packages, items, categories, pricing, and add-ons.

Client History

Keep repeat clients, contacts, event history, notes, and past activity together.

Catering Calendar

See upcoming events and important dates without digging through individual inquiries.

Catering Reports

Track pipeline activity, booked events, revenue, repeat clients, and event performance.

COSMIC dashboard with catering inquiry and revenue information
Pipeline visibility

Know exactly where every catering lead stands.

A clear pipeline makes it easier to follow up, send quotes, secure deposits, and keep accepted events moving toward service.

  • New lead alerts
  • Quote status
  • Accepted events
  • Upcoming event reminders
COSMIC inventory and food cost dashboard
Connected menu planning

Build catering offers without losing sight of food cost.

Catering menu choices can stay connected to the same operational information that helps you understand ingredients, recipes, and margins.

  • Package pricing
  • Recipe cost context
  • Ingredient impact
  • Margin visibility
COSMIC restaurant reports dashboard
See the business

Understand what catering is adding to the restaurant.

Reporting brings catering revenue and activity into the larger restaurant picture so it is not treated like a side spreadsheet.

  • Catering revenue
  • Event volume
  • Repeat clients
  • Location performance
One event workflow

Keep the details moving with the event.

COSMIC keeps the information your team needs connected from the first inquiry through the final balance and completed event.

Inquiry

Capture the lead and the basics before anything gets lost.

Quote

Build pricing, packages, add-ons, and event details into one proposal.

Schedule

Move accepted work onto the catering calendar with clear event information.

Complete

Close out the event with payment status and client history intact.

Catering readiness

See what needs attention before the event date gets close.

Upcoming catering work should not depend on someone remembering which email thread still needs a response.

Follow-ups

Spot inquiries and quotes that still need attention.

Deposit status

See which events still have money outstanding.

Upcoming events

Keep the next catering dates visible to the team.

Event details

Keep guest count, venue, menu, and notes together.

Everything in Orbit.

Turn catering into a workflow, not a pile of messages.

Give every lead, quote, event, client, and payment milestone one organized place to live.