Automated Catering ERP System

I run a catering business and I’m ready to replace my spreadsheets with a single ERP that takes care of everything from the first quotation to the final profit report. The platform must let me build and send quotations through the system’s own messaging module, log every expense against each event, and compare that to incoming payments so I always see real-time profit.

Key deliverables I expect:
in excel
• Quotation module that turns event details into branded PDFs and pushes them to clients via the built-in messaging channel.
• Expense and income tracking tied to each event, with simple dashboards that show overall cash flow as well as event-by-event profitability.
• Automatic monthly reports I can export or print for my accountant.

A clean, intuitive web interface is essential; mobile-friendly design is a plus because I’m often on-site. If you plan to leverage frameworks like Laravel, Django, or a low-code SaaS builder, let me know—ease of future edits matters.

Set up should include basic user accounts for my team, data import from existing Excel sheets, and a quick walkthrough so we can hit the ground running.