MAITRE D STANDARD OPERATING PROCEDURES

Transcription

1 MAITRE D STANDARD OPERATING PROCEDURES Version 1.0 March

2 CONTENTS Basic Sale... 5 Adding and removing items from a sale... 8 Clearing a Sale... 8 Closing out to a EMV Credit/Debit How to open a tab Print Cash Reading at End of Shift Voiding a Check Same day cancellation Different Day Cancellation (table zero void) Step Daily Tasks Step 1 Check for Open Tables STEP 2 Verify if EOD was performed STEP 3 Enter yesterdays daily deposit (if applicable) Electronic DSR Processing DSR submission to NPF Accounting Inventory Management Setting up an Inventory Item: ITEM RECIPES INVENTORY RECIPES Version 1.0 March

3 Creating an Inventory Recipe Counting your Inventory Step 2 Entering the count in Maitre D Entering waste Day to day management Purchasing Duplicating Purchase Orders Receiving Merchandise Receiving Merchandise without a Purchase Order Version 1.0 March

4 SECTION 1 BASIC OPERATIONS Version 1.0 March

5 BASIC SALE Making a sale Enter your server number touch enter. Touch the Member or NonMember key to access the order screen Version 1.0 March

6 Touch the items you would like to order. There are also keys that will take you to another screen for more selections. Version 1.0 March

7 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. Version 1.0 March

8 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. Version 1.0 March

9 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$ Version 1.0 March

10 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 Version 1.0 March

11 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 # Version 1.0 March

12 Touch the ENTER key After ordering the items touch the SEND key to save the tab. Version 1.0 March

13 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 Version 1.0 March

14 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: Version 1.0 March

15 Touch OK to Print SECTION 2 MANAGER OPERATIONS Version 1.0 March

16 Version 1.0 March

17 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 Version 1.0 March

18 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 Version 1.0 March

19 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. Version 1.0 March

20 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. Version 1.0 March

21 Touch VOID ORDER on the CMD Menu This will create a negative amount in the order screen Touch CLOSE Version 1.0 March

22 Touch the VOID reason: Print the Check Touch CASH and enter the amount in NEGATIVE Version 1.0 March

23 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 Version 1.0 March

24 Touch ALL This will show any open tables that need to be closed. Version 1.0 March

25 Close all tables as you would during business Version 1.0 March

26 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 Version 1.0 March

27 Version 1.0 March

28 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 Version 1.0 March

29 This will take you to the Back Office area: Select POS Control: Version 1.0 March

30 Go to File and select Daily Deposit: Enter the date and amount of the deposit and click OK: Version 1.0 March

31 ELECTRONIC DSR PROCESSING Version 1.0 March

32 DSR SUBMISSION TO NPF ACCOUNTING Version 1.0 March

33 SECTION 3 INVENTORY Version 1.0 March

34 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 Version 1.0 March

35 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 Version 1.0 March

36 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) Version 1.0 March

37 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 Version 1.0 March

38 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 Version 1.0 March

39 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) Version 1.0 March

40 Version 1.0 March

41 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 Version 1.0 March

42 Choose your parameters (below is the recommended) Click ok and print the worksheet you are now ready to do a physical count Version 1.0 March

43 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 Version 1.0 March

44 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. Version 1.0 March

45 When you are finished with your adjustments click OK. Select NO to save worksheet for next month. Now print your Adjustment report Version 1.0 March

46 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 Version 1.0 March

47 Enter the quantity you are wasting and click OK Click OK and print report: Version 1.0 March

48 DAY TO DAY MANAGEMENT PURCHASING Creating a new purchase order Click on New Version 1.0 March

49 Select Vendor from drop down list and click NEXT Enter the purchase information and click FINISH Version 1.0 March

50 Select the item and enter the quantity to purchase Add more product and click OK to finish Click Close Version 1.0 March

51 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 Version 1.0 March

52 Select Purchase Order and click NEXT Select FINISH Version 1.0 March

53 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 Version 1.0 March

54 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 Version 1.0 March

55 Click OK Select Close from Reception screen Version 1.0 March

56 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 Version 1.0 March

57 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 Version 1.0 March

58 Enter the amount of payment and select OK Click OK Select Close from Purchase Reception screen Version 1.0 March