Overview
Business Overview
All segments, rolled into one P&L
Revenue & Profit by Segment
Segment Breakdown
Recent Activity
| Date | Segment | Description | Revenue | Cost | Profit |
|---|
Daily Restaurant Sales
Log each day's till — food cost, labor, overhead
| Date | Sales | Food | Labor | Overhead | Profit | Margin | Notes |
|---|
Catering Jobs
Track catering revenue against food, staffing & delivery cost
| Date | Client | Guests | Revenue | Cost | Profit | Margin |
|---|
Event Catalog / Packages
Fixed menu bundles you can quote a booking against
| Item Category | Item Name | Description | Price | Unit | Dietary / Allergen Tags |
|---|
Quick-Tag Multiple Items to an Event
Search, check off everything for this event, and assign them all in one click — much faster than adding one at a time. Every item checked gets the default quantity below with no discount; fine-tune individual quantities or discounts afterward in the table below or in Admin Panel.
Add One Item Manually
Use this when a single item needs a custom quantity or discount right away, instead of tuning it afterward.
Why this prevents price mismatches
Every event references the catalog item by ID, not by a copied price. If you ever update an item's base price in the catalog, every event using it reflects the new price automatically — nothing gets frozen at an old, possibly wrong number. The only way one event pays differently than another for the same item is the explicit discount you set right here, which always shows next to the base price so it's never hidden or accidental.
| Event | Item | Base Price | Qty | Discount | Event Price | Notes |
|---|
Event Orders / Bookings
Active list of upcoming and past events — customer details, guest counts, status
| Date | Event | Customer | Guests | Delivery | Status | Revenue | Cost | Profit |
|---|
Event Item Summary
Pick an event to see everything tagged to it, grouped by category, with pricing and discounts
Inventory & Prep Planning
Shopping and prep lists tied to a specific booking, with waste tracking
| Booking | Ingredient | Quantity | Cost | Status | Notes |
|---|
Invoicing & Billing
Quotes, deposits, final bills, and payment status per booking
| Booking | Quote | Deposit | Final | Staff Add-on | Delivery Add-on | Payment Status |
|---|
Menu & Recipe Costing
Cost a dish, set a target margin, get the price to charge
New Item
Saved Items
Partner Contributions
Build-out capital — what each partner put into the business
Partners
Contribution Share
Log a Contribution / Build-out Spend
| Date | Partner | Category | Amount | Notes |
|---|
Restaurant Setup Costs
Everything spent building the place out — permits, plumbing, construction, equipment
Log a Setup Expense
Spend by Category
| Date | Group | Category | Vendor | Amount | Paid By | Notes |
|---|
Loans & EMI
Borrowed capital, EMI schedule, and outstanding balance
Loans
| Lender | Type | Principal | Rate | Tenure | EMI | Paid | Outstanding |
|---|
Log an EMI Payment
| Date | Loan | Amount | Notes |
|---|
Setup Cost Categories
Powers the Setup Costs sidebar groups and category dropdown
Editing a category's name here doesn't rewrite past expense records — those keep whatever text they were saved with.
| Category | Group | Description | Order |
|---|
Dropdown Lists
Values used in dropdowns across Bookings, Contributions, Loans, Prep, and Invoicing
Adding a list name here that isn't already wired into the app won't create a new dropdown by itself.
| Value | Order |
|---|
Event Catalog / Packages
Manage every menu item in the catalog from one screen
Editing base price here updates it everywhere the item is referenced — including any event it's already been assigned to (unless that assignment has its own discount).
| Category | Item Name | Base Price | Unit | Dietary Tags |
|---|
Assign an Item to an Event
Every catalog item tagged to a booking, with its event-specific price, in one manageable list
Base price always comes from the catalog — you can only adjust quantity, discount, and notes here, never the underlying price, so it can't drift between events by accident.
| Event | Item | Base Price | Qty | Discount % | Discount Amt | Event Price | Notes |
|---|
Users & Roles
Create a login for each partner or staff member, and assign their role
Roles control what a login can see and do — fine-tune the exact rules under the Permissions tab. Linking a login to a partner is optional; it's just for display.
| Username | Display Name | Role | Linked Partner | Active | New Password |
|---|
Permissions
Fine-grained view / edit / delete rules for each role, across every module — enforced on the server, not just hidden in the UI
Roles
Create a custom role beyond the defaults. A new role starts with everything unchecked below — turn on exactly what it should be able to do.
| Role | Description |
|---|
| Role | Module | View | Edit | Delete |
|---|
AI Insights
Ask Claude to read your books and tell you what's actually going on
Full Business Analysis
Pulls every logged entry across Daily, Catering and Events plus your saved costing items, and asks for a plain-language breakdown: what's profitable, what's bleeding money, and what to fix first.
Analysis is generated from the data you've entered in this app. It's a starting point for decisions, not a substitute for your accountant.