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Maitre’D User Manual
Version 1.0 – March 2013 2
CONTENTS Basic Sale ....................................................................................................................... 5
Adding and removing items from a sale .......................................................... 8
Clearing a Sale .............................................................................................................. 8
Closing out to a EMV Credit/Debit ................................................................... 10
How to open a tab .................................................................................................... 11
Print Cash Reading at End of Shift .................................................................... 14
Voiding a Check ......................................................................................................... 17
Same day cancellation. ........................................................................................... 17
Different Day Cancellation (table zero void) ............................................... 19
3 Step Daily Tasks .................................................................................................... 23
Step 1 – Check for Open Tables ......................................................................... 23
STEP 2 Verify if EOD was performed. ............................................................. 26
STEP 3 – Enter yesterdays daily deposit (if applicable) ........................ 28
Electronic DSR Processing ................................................................................... 31
DSR submission to NPF Accounting ................................................................ 32
Inventory Management ......................................................................................... 34
Setting up an Inventory Item: ............................................................................. 34
ITEM RECIPES ........................................................................................................... 36
INVENTORY RECIPES ............................................................................................. 38
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Creating an Inventory Recipe ............................................................................. 38
Counting your Inventory ...................................................................................... 41
Step 2 – Entering the count in Maitre’D ......................................................... 43
Entering waste .......................................................................................................... 46
Day to day management – Purchasing ........................................................... 48
Duplicating Purchase Orders .............................................................................. 51
Receiving Merchandise.......................................................................................... 53
Receiving Merchandise without a Purchase Order .................................. 56
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BASIC SALE Making a sale
Enter your server number touch enter.
Touch the Member or NonMember key to access the order screen
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Touch the items you would like to order.
There are also keys that will take you to another screen for more
selections.
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Select the item from the screen and select MAIN to take you back to
the main order screen.
The order area will reflect the items ordered and a running total at
the bottom.
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ADDING AND REMOVING ITEMS FROM A SALE Use the ADD and LESS keys to modify the number of items.
CLEARING A SALE Use the CLEAR key to clear the entire screen before payment is
taken.
Touch OK to clear the order screen and you begin a new transaction.
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Taking Payment
There are short cut keys called "Fast Cash Keys" on the main screen.
(5.00$, 10$, 20$ and NEXT $)
Using a Fast Cash Key will close the sale to cash and calculate the
change for you.
Select "Next $" when the customer rounds the amount up to the next
dollar.
Example: Customer gives you 18$ for a bill of 17.60$
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CLOSING OUT TO A EMV CREDIT/DEBIT
Choose the payment method EMV CREDIT OR DEBIT when you have
finished ringing up the items
Enter the amount to charge to the card, press enter
Hand the pinpad to the client to complete the transaction
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HOW TO OPEN A TAB As a bartender you can begin a tab for a customer using either their
name or table number.
From the main order screen choose TAB
Type the name or table #
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Touch the ENTER key
After ordering the items touch the SEND key to save the tab.
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To access your tabs touch the TAB key, touch the ENTER key
and your list of tabs will appear. Touch the one you want to access.
Now you can order or close the tab from your screen.
CHIT: TRANSFERRING YOUR TAB TO A CHIT: BAR CHITS: - CUSTOMER PAYING VIA MESS ACCOUNT/ABBY SYSTEM From quick screen - order the items for the customer Click TAB Enter the members NAME and click on enter Now the member has a tab to add to a chit Click on CHIT You must enter the customers Service number and then enter. Now the customer has a chit. – you can send his file Then they can come back and order more or close Once they are ready to leave
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Pull up their order – click on PRINT – have member look at his chit and sign. Once they give back to you click CLOSE - the cash calculator will appear (if the system is set up to accepts tips/overrides) you will add the total amount and the change will appear or the receipt will print and you will see the tip. (Staff will remove the tip from the drawer and then close the registrar).
PRINT CASH READING AT END OF SHIFT To a server reading at the end of a shift:
Enter your server # and touch READING:
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VOIDING A CHECK There are 2 ways to cancel a sale already made
SAME DAY CANCELLATION. Enter your Manager # and Touch FUNCTION – enter your password
Select Manager Menu
Select Cancel/Reopen Check
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Touch the Server # that rang the transaction
The system will create a new negative transaction to balance out the
original one then open a new transaction for the cashier to modify
NOTE: If you wanted to modify the order you would less, or add to
the order or apply any discount that was needed.
Now you can close the transaction as normal
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DIFFERENT DAY CANCELLATION (TABLE ZERO VOID) Important – this does not cancel the original sale just makes a negative – your days
will only balance when added together
Enter your Manager # and Password
For Table # touch “0” and MANAGER
Enter the Employee# for the employee you are making the
correction for.
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Select the appropriate Function
Enter the items you would like to void and touch the CMD key.
Check the total to make sure it is correct.
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Touch VOID ORDER on the CMD Menu
This will create a negative amount in the order screen
Touch CLOSE
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Touch the VOID reason:
Print the Check
Touch CASH and enter the amount in NEGATIVE
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3 STEP DAILY TASKS
STEP 1 – CHECK FOR OPEN TABLES At the beginning of each day the sales must be reset to zero. This
will be done automatically at 4:00 a.m., but you should always check
before starting your daily business.
First Check for any Open Tables from the previous day:
From the POS , log on to FUNCTION with your manager number, and
select MANAGER MENU
Select Open Tables from the Manager Menu
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Touch ALL
This will show any open tables that need to be closed.
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STEP 2 VERIFY IF EOD WAS PERFORMED. All sales should be at zero.
From the POS , log on to FUNCTION with your manager number, and
select MANAGER MENU
Select Main Reading The sales should be 0.00
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STEP 3 – ENTER YESTERDAYS DAILY DEPOSIT (IF APPLICABLE)
To make your Daily Deposit, go to the Back Office
From the POS Screen type 999 touch ENTER
This will take you to your desktop
Click on the Maitre’d Icon
Enter your username and password
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This will take you to the Back Office area:
Select POS Control:
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Go to File and select Daily Deposit:
Enter the date and amount of the deposit and click OK:
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INVENTORY MANAGEMENT Most of the inventory items will be set up in your database but it is
important to know how to add an item if necessary.
SETTING UP AN INVENTORY ITEM: In the Inventory Management Module select Inventory Item Setup:
Click ADD
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Enter Item Code and Description , link to category – go to Format
Enter the correct format quantities and go to Cost
Enter the cost of the product and link to supplier – click OK
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ITEM RECIPES In Maitre’D there are 2 types of recipes, the first of these being item
recipes. An item recipe is used when the inventory item is sold as is
(example, bottle of beer, glass of wine)
To give a sales item an ITEM RECIPE, do the following (instructions
presume that the inventory item exists already)
In POS Control choose item setup
Find the item you want to link to an item recipe (in our example we
will link Bud Light Lime)
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Open the item and choose configuration
Choose the mode “member” and go to the tab marked inventory
And from the drop down “recipe to use” choose item recipe
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Now link the pos item to the inventory item via the tab “recipe” and
enter the qty depleted when one is sold (in this case 1)
INVENTORY RECIPES
The second type of recipe is an Inventory recipe – this is used when
multiple inventory items are combined to make 1 sales item
(examples include cocktails, shooters, food recipes)
CREATING AN INVENTORY RECIPE In inventory management choose file and recipe
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Click Add
Give your recipe a name, and add all the items that the recipe
contains
The recipe is now ready to be linked to the POS item, using the same
method as used for an item recipe, expect for the choice of which
type of recipe to link (see below)
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COUNTING YOUR INVENTORY – this will be done on the 1st of every
Month
STEP 1 – CREATE A WORKSHEET
In inventory management click on action/worksheet
Click ok
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Choose your parameters (below is the recommended)
Click ok and print the worksheet – you are now ready to do a
physical count
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STEP 2 – ENTERING THE COUNT IN MAITRE’D In inventory module choose action, adjustment, CURRENT MONTH
Enable the Use Worksheet option to select the worksheet you used
to count your inventory:
Click OK
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The worksheet will be ready for adjustments to be added
Use your ENTER key to select the item to adjust
Enter the Quantity on Hand from your worksheet
Use your ENTER key to save and move to the next item on the list.
This saves time rather than the mouse.
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When you are finished with your adjustments click OK
.
Select NO to save worksheet for next month.
Now print your Adjustment report
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ENTERING WASTE In Inventory Management go to Action and select Inventory Item
Waste
Enter the date (this can be as far back as 1st day of current month)
Click ADD
Select the item which you are wasting from the drop down list
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Enter the quantity you are wasting and click OK
Click OK and print report:
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DAY TO DAY MANAGEMENT – PURCHASING Creating a new purchase order
Click on New
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Select Vendor from drop down list and click NEXT
Enter the purchase information and click FINISH
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Select the item and enter the quantity to purchase
Add more product and click OK to finish
Click Close
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DUPLICATING PURCHASE ORDERS You can use an existing purchase order to expedite the process:
Click New
Select Copy from Existing Purchase Order and click NEXT
Select the supplier
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Now you can modify the purchase order – click ok to finish
RECEIVING MERCHANDISE Now it is time to receive the product
In the Inventory Management Module select
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Select the purchase order and click Received
Enter the invoice # and select OK
Select the appropriate option. You can receive all merchandise at
the same time as well as modify the order.
Select OK to finish
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RECEIVING MERCHANDISE WITHOUT A PURCHASE ORDER
Sometimes it is necessary to receive product that is not on a
purchase order
In the Inventory Module select Merchandise Reception
Highlight Receive Merchandise without Purchase Order and click
Received
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Select the supplier from the drop down and input the invoice #
Select the product from the drop down list and click OK
Enter quantity and price and click OK
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