Compatibility · Hospitality & Restaurant
Technology & Systems
8 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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CRM usage instructions
A staff guide explaining how to use the guest database system to record, look up, and update customer information.
What it’s used for
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Email marketing SOPs
A written procedure for how a restaurant or hotel builds, approves, and sends its marketing emails to guest lists.
What it’s used for
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Inventory system instructions (MarketMan, Restaurant365, etc.)
A step-by-step guide for restaurant staff on using the inventory management system to count stock, receive orders, and track food costs.
What it’s used for
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Loyalty program SOPs
A written procedure guide for how staff enroll guests, award and redeem loyalty points, and handle account problems.
What it’s used for
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Online ordering system guidelines
An internal guide setting the rules for how a restaurant runs its online ordering, from menu setup to order handling and delivery partners.
What it’s used for
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POS documentation
A written guide to how a restaurant's point-of-sale system is set up and used by staff and managers.
What it’s used for
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Third-party delivery integration docs (UberEats, DoorDash, Grubhub)
Documentation covering how a restaurant's ordering and POS systems connect to outside delivery apps and keep menus, orders, and payouts in sync.
What it’s used for
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Website update instructions
A written request telling whoever maintains the restaurant or hotel website exactly what content needs to be changed and when.
What it’s used for
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