Skip to content
English - Australia
Contact us
  • There are no suggestions because the search field is empty.

Sites, locations & cost centres

Set up the sites you serve, their delivery locations and cost centres

As a caterer admin, you manage every site your business serves — creating new sites, updating their details and branding, and setting up the locations and cost centres each site uses when customers place orders.

Managing your sites

Go to the Admin Portal and find the Company Sites section. Here you can search for a site by name or site code, and see every site's address and site code at a glance.

Adding a new site

  1. In Company Sites, select Add Site.
  2. Under Site Details, enter the site's name, classification (Independent, Government, Catholic, or Other), address, and site code. You can also enter an optional Billing Code to match the site to the right billing account or cost centre. Leave it blank if you don't need one.
  3. Add one or more Login Domains (for example, @yourschool.edu.au) — customers can only register for the site using an email address from one of these domains.
  4. Enter a contact email and phone number for the site.
  5. Under Company Branding, upload a logo (JPG, GIF, or PNG, 1MB max) and choose a primary brand colour, which is used throughout the site's customer-facing pages.
  6. Under Assign Profiles, search for and select the people who should manage this site.
  7. Select Create Site.

An invitation email is sent to the site managers you assign.

Editing a site

  1. In Company Sites, select the menu icon next to a site and choose Edit.
  2. Update any of the fields covered above, then select Save Changes.

If you close the edit dialog with unsaved changes, you'll be asked to confirm before they're discarded.

Activating or deactivating a site

  1. In Company Sites, select the menu icon next to a site and choose Deactivate (or Reactivate for an inactive site).
  2. Confirm the action.

Deactivating a site means all of its users lose access to the platform. Reactivating a site restores access for all of its users. Inactive sites are shown greyed out in the sites list.

Site codes must be unique across your business — if you enter one that's already in use, you'll be asked to choose a different one.

Working within a specific site

To manage a site's own details, locations, and cost centres, switch to that site using the site selector, then select Site Details in the navigation menu.

Site details

The Site Details page shows the site's name, site code, billing code (or a dash if none is set), and a login URL you can copy and share, along with counts of its cost centres and customers. Below that, an information panel shows the site's address, contact details, login domains, and primary brand colour.

Select Edit Details to update the site's name, classification, address, site code, billing code, login domains, contact email and phone, logo, or brand colour. To remove a billing code, clear the field and save. Select Save Changes when done, or Cancel to discard your changes (you'll be asked to confirm if you've made edits).

Site locations

Locations are the specific places within a site where an event or delivery can happen (for example, "Main Gymnasium" or "Athletics Track"). They appear in the "Event Details" section of an order form.

To add a location:

  1. In the Site Locations section, select Add Location.
  2. Enter the location's name and select Add Location to save.

You can't add the same location name twice. To remove a location, select the x next to it.

To add several locations at once:

  1. Select Import from CSV in the Site Locations section.
  2. Select Download CSV Template if you need a starting file. The only required column is name.
  3. Drag and drop your CSV file into the dialog, or select Choose File to browse for it.
  4. Once the file is checked, you'll see how many rows are ready to import and how many have problems, with details on any errors.
  5. Select Confirm Import to create the valid rows.

A single import file can contain up to 500 locations and must be no larger than 2MB. A location that's already on the site, or that appears more than once in the file, is flagged rather than imported again.

Cost centres

A cost centre lets a site group orders under a department, class, or budget code, and assign the people who need to approve orders placed against it. Each cost centre has a name, a short code that's unique to the site, a list of approvers, and an active/inactive status.

To add a cost centre:

  1. In the Cost Centres Management section, select Add Cost Centre.
  2. Enter a Name and a Code (automatically converted to uppercase).
  3. Under Assign Approvers, search for people by name or email and select who should approve orders for this cost centre. You can also use Select All / Deselect All to quickly select everyone currently shown.
  4. Select Add Cost Centre to save.

To edit a cost centre, select the menu icon on its card and choose Edit — you can update its name, code, active status, and approvers from there.

To deactivate or reactivate a cost centre, select the menu icon on its card and choose Deactivate or Reactivate, then confirm. Deactivating prevents new orders from being placed against the cost centre; reactivating makes it available again. A cost centre with orders still in progress can't be deactivated until those orders are completed or cancelled.

To import several cost centres at once, select Import from CSV in the Cost Centres Management section, download the template if needed (required columns: name and code), then upload your file, review the results, and confirm the import — the same way as for locations. A single import file can contain up to 500 cost centres and must be no larger than 2MB.

Related articles