MAITR’ - CFMWS Maitre D... · Maitre’D User Manual Version 1.0 – March 2013 1 MAITR’...

Maitre’D User Manual

Version 1.0 – March 2013 1

MAITRE’D

STANDARD

OPERATING

PROCEDURES



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



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



SECTION 1 –

BASIC

OPERATIONS



BASIC SALE Making a sale

Enter your server number touch enter.

Touch the Member or NonMember key to access the order screen



Touch the items you would like to order.

There are also keys that will take you to another screen for more

selections.



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.



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.



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$



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



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 #



Touch the ENTER key

After ordering the items touch the SEND key to save the tab.



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



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:



Touch OK to Print

SECTION 2 –

MANAGER

OPERATIONS



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



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



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.



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.



Touch VOID ORDER on the CMD Menu

This will create a negative amount in the order screen

Touch CLOSE



Touch the VOID reason:

Print the Check

Touch CASH and enter the amount in NEGATIVE



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



Touch ALL

This will show any open tables that need to be closed.



Close all tables as you would during business



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



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



This will take you to the Back Office area:

Select POS Control:



Go to File and select Daily Deposit:

Enter the date and amount of the deposit and click OK:



ELECTRONIC DSR PROCESSING



DSR SUBMISSION TO NPF ACCOUNTING



SECTION 3 –

INVENTORY



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



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



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)



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



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



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)



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



Choose your parameters (below is the recommended)

Click ok and print the worksheet – you are now ready to do a

physical count



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



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.



When you are finished with your adjustments click OK

.

Select NO to save worksheet for next month.

Now print your Adjustment report



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



Enter the quantity you are wasting and click OK

Click OK and print report:



DAY TO DAY MANAGEMENT – PURCHASING Creating a new purchase order

Click on New



Select Vendor from drop down list and click NEXT

Enter the purchase information and click FINISH



Select the item and enter the quantity to purchase

Add more product and click OK to finish

Click Close



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



Select Purchase Order and click NEXT

Select FINISH



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



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



Click OK

Select Close from Reception screen



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



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



Enter the amount of payment and select OK

Click OK

Select Close from Purchase Reception screen

MAITR’ - CFMWS Maitre D... · Maitre’D User Manual Version 1.0 – March 2013 1 MAITR’...

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