MAITRE D STANDARD OPERATING PROCEDURES Version 1.0 March 2013 1
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 Version 1.0 March 2013 2
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 Version 1.0 March 2013 3
SECTION 1 BASIC OPERATIONS Version 1.0 March 2013 4
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 2013 5
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 2013 6
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 2013 7
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 2013 8
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 2013 9
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 2013 10
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 2013 11
Touch the ENTER key After ordering the items touch the SEND key to save the tab. Version 1.0 March 2013 12
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 2013 13
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 2013 14
Touch OK to Print SECTION 2 MANAGER OPERATIONS Version 1.0 March 2013 15
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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 Version 1.0 March 2013 17
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 2013 18
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 2013 19
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 2013 20
Touch VOID ORDER on the CMD Menu This will create a negative amount in the order screen Touch CLOSE Version 1.0 March 2013 21
Touch the VOID reason: Print the Check Touch CASH and enter the amount in NEGATIVE Version 1.0 March 2013 22
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 2013 23
Touch ALL This will show any open tables that need to be closed. Version 1.0 March 2013 24
Close all tables as you would during business Version 1.0 March 2013 25
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 2013 26
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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 Version 1.0 March 2013 28
This will take you to the Back Office area: Select POS Control: Version 1.0 March 2013 29
Go to File and select Daily Deposit: Enter the date and amount of the deposit and click OK: Version 1.0 March 2013 30
ELECTRONIC DSR PROCESSING Version 1.0 March 2013 31
DSR SUBMISSION TO NPF ACCOUNTING Version 1.0 March 2013 32
SECTION 3 INVENTORY Version 1.0 March 2013 33
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 2013 34
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 2013 35
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 2013 36
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 2013 37
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 2013 38
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 2013 39
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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 Version 1.0 March 2013 41
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 2013 42
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 2013 43
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 2013 44
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 2013 45
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 2013 46
Enter the quantity you are wasting and click OK Click OK and print report: Version 1.0 March 2013 47
DAY TO DAY MANAGEMENT PURCHASING Creating a new purchase order Click on New Version 1.0 March 2013 48
Select Vendor from drop down list and click NEXT Enter the purchase information and click FINISH Version 1.0 March 2013 49
Select the item and enter the quantity to purchase Add more product and click OK to finish Click Close Version 1.0 March 2013 50
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 2013 51
Select Purchase Order and click NEXT Select FINISH Version 1.0 March 2013 52
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 2013 53
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 2013 54
Click OK Select Close from Reception screen Version 1.0 March 2013 55
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 2013 56
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 2013 57
Enter the amount of payment and select OK Click OK Select Close from Purchase Reception screen Version 1.0 March 2013 58