MAITRE D STANDARD OPERATING PROCEDURES

Maitre’D User Manual

MAITRE’D

STANDARD

OPERATING

Maitre’D User Manual

Version 1.0 – March 2013 2

C

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

Maitre’D User Manual

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

Maitre’D User Manual

Version 1.0 – March 2013 4

SECTION 1 –

BASIC

Maitre’D User Manual

B

S

Making a sale

Enter your server number touch enter.

Maitre’D User Manual

Version 1.0 – March 2013 6 Touch the items you would like to order.

Maitre’D User Manual

Select the item from the screen and select MAIN to take you back to the main order screen.

Maitre’D User Manual

Version 1.0 – March 2013 8

A

Use the ADD and LESS keys to modify the number of items.

C

S

Use the CLEAR key to clear the entire screen before payment is taken.

Maitre’D User Manual

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.

Maitre’D User Manual

Version 1.0 – March 2013 10

C

EMV

C

/D

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

Maitre’D User Manual

H

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

Maitre’D User Manual

Version 1.0 – March 2013 12 Touch the ENTER key

Maitre’D User Manual

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: TRANSFERRINGYOUR TABTOACHIT:

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

Maitre’D User Manual

Version 1.0 – March 2013 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).

P

C

R

E

S

Maitre’D User Manual

Touch OK to Print

SECTION 2 –

MANAGER

Maitre’D User Manual

Maitre’D User Manual

V

C

There are 2 ways to cancel a sale already made

S

.

Enter your Manager # and Touch FUNCTION – enter your password Select Manager Menu

Maitre’D User Manual

Version 1.0 – March 2013 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.

Maitre’D User Manual

D

D

C

(

)

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

Maitre’D User Manual

Version 1.0 – March 2013 20 Select the appropriate Function

Maitre’D User Manual

Touch VOID ORDER on the CMD Menu

This will create a negative amount in the order screen

Maitre’D User Manual

Version 1.0 – March 2013 22 Touch the VOID reason:

Print the Check

Maitre’D User Manual

3

S

D

T

S

1

–

C

O

T

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

Maitre’D User Manual

Version 1.0 – March 2013 24 Touch ALL

Maitre’D User Manual

Maitre’D User Manual

Version 1.0 – March 2013 26

STEP

2

V

EOD

.

All sales should be at zero.

From the POS , log on to FUNCTION with your manager number, and select MANAGER MENU

Maitre’D User Manual

Version 1.0 – March 2013 28

STEP

3

–

E

(

)

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

Maitre’D User Manual

This will take you to the Back Office area:

Maitre’D User Manual

Version 1.0 – March 2013 30 Go to File and select Daily Deposit:

Maitre’D User Manual

Maitre’D User Manual

Version 1.0 – March 2013 32

Maitre’D User Manual

Maitre’D User Manual

Version 1.0 – March 2013 34

I

M

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.

S

I

I

:

In the Inventory Management Module select Inventory Item Setup:

Maitre’D User Manual

Enter Item Code and Description , link to category – go to Format

Enter the correct format quantities and go to Cost

Maitre’D User Manual

Version 1.0 – March 2013 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

Maitre’D User Manual

Open the item and choose configuration

Maitre’D User Manual

Version 1.0 – March 2013 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)

C

I

R

Maitre’D User Manual

Click Add

Give your recipe a name, and add all the items that the recipe contains

Maitre’D User Manual

Maitre’D User Manual

C

I

STEP 1 – CREATE A WORKSHEET

In inventory management click on action/worksheet

Maitre’D User Manual

Version 1.0 – March 2013 42 Choose your parameters (below is the recommended)

Maitre’D User Manual

S

2

–

E

M

’D

In inventory module choose action, adjustment, CURRENT MONTH

Maitre’D User Manual

Version 1.0 – March 2013 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

Maitre’D User Manual

When you are finished with your adjustments click OK

.

Select NO to save worksheet for next month.

Maitre’D User Manual

Version 1.0 – March 2013 46

E

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

Maitre’D User Manual

Enter the quantity you are wasting and click OK

Maitre’D User Manual

Version 1.0 – March 2013 48

D

–

P

Creating a new purchase order

Maitre’D User Manual

Select Vendor from drop down list and click NEXT

Maitre’D User Manual

Version 1.0 – March 2013 50 Select the item and enter the quantity to purchase

Add more product and click OK to finish

Maitre’D User Manual

D

P

O

You can use an existing purchase order to expedite the process:

Click New

Maitre’D User Manual

Version 1.0 – March 2013 52 Select Purchase Order and click NEXT

Maitre’D User Manual

Now you can modify the purchase order – click ok to finish

R

M

Now it is time to receive the product

Maitre’D User Manual

Version 1.0 – March 2013 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.

Maitre’D User Manual

Click OK

Maitre’D User Manual

Version 1.0 – March 2013 56

R

M

P

O

Sometimes it is necessary to receive product that is not on a purchase order

In the Inventory Module select Merchandise Reception

Maitre’D User Manual

Select the supplier from the drop down and input the invoice #

Select the product from the drop down list and click OK

Maitre’D User Manual

Version 1.0 – March 2013 58 Enter the amount of payment and select OK

Click OK