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Maitre`D Back Office User Manual doc SOPs

1. LOK J Cancel jJ PLU number can link a sales item to a PLU number for easier ordering at the POS this can be used for wines ordered by bin etc Upsize can link items of different sizes sm coffee and lg coffee etc Maitre D software serves you better Page 25 of 135 Maitre D Click on Counter ltem 8374 7874 Heineken Bg Function sh Options C Countdown ur Val a E here H Multiplier m NNI NN 7 NN i 34 NN 7 NN n s NN Appl The counter options include Countdown and Sales Unit These two options enable a countdown meter to appear besides the sales item on the POS screen As we have reviewed the other options we can return to Configuration and prices Double click a revenue center and mode line or click once and click on Modify Maitre D software serves you better Page 26 of 135 Maitre D Item 8313 7997 Heineken a l Item gh Function Bh Options a fs E j D Dinner NE ounter EBD Rh Configuration mco 35b N ze Happ Hou E Highlight the price line and type in the price of the new sales item Click on OK Item Configuration 2269 1203 Heineken Dinner Revenue Center Bar Fig Inventory Mode Dinner fg Extra Price Last 0 00 z Cost 0 00 Profit 2g Special made NET Surcharge Extra Paints Apply Proceed with copying to other revenue centers and modes as seen in the previous chapter and click on OK M
2. Command See Command Setup Button Layout Test Format Command koa Setup Type tems couse dscourt Comrend dece gx Revenue Center Mar be Maitre D software serves you better Page 61 of 135 ia Maitre D A When making changes to preferential screens always remember to close the screen with the button Do NOT use the on the top right hand side of the window this will not save the changes Copy to small A The options on the right Modify Screen Next Small Wizard and Copy to small are reserved for Maitre D consultants Screen design requires a good deal of planning to ensure you have all the links to the right items variable lists etc in order to minimize the number of key strokes needed for ordering sales items on the POS Always proceed with a great deal of care when carrying out screen modifications Should you need to create new screens or if you are unsure how you should approach preferential screens modifications please contact your Maitre D consultant who will be happy to provide you with additional training Maitre D software serves you better Page 62 of 135 o Maitre D Modifiers Modifiers are remarks attached to sales items to make sure the correct information is printed on the kitchen bar printers Modifiers are usually free but may be priced The system does not print modifiers on the guest check unless there is a charge associate
3. 5 Options Links 433 Counter Confiquratio m 7 gt Regular Heineker Alternate Maitre D software serves you better Page 23 of 135 Maitre D However it is important to understand how these tabs are configured Click on Function ltem 8374 7874 Heineken c l Item E E Options N Function i Aig Links fh Counter Function Revenue E Configuration Division BH beers CVM Color Use default Item Class Undefined C Main Combo Item C Open Description C Open Price Sales items can have different functions In the above example it is set to Revenue The items functions are explained below Revenue Sales items which generates cash sales Modifiers The most common modifier items describe how a customer wants an item cooked such as a rare or medium rare or to specify an accompanying vegetable or dressing Price Rolled Up Use to set an item as a priced modifier On the guest check the price of this item is automatically included in the price of the main item Free Sales item with no price This item is not printed on the guest check Example Glass and Jug of Water Free on Check Same as a Free item but printed on the guest check Point Scale and Time Those are specific functions only used for certain types of operations Point is for the Frequent Diner module Scale and Time are very seldom used and only within specif
4. Maitre D Maitre D Software that serves you better Maitre D Back Office User Manual Maitre D software serves you better Page 1 of 135 o Maitre D The Maitre D Back Office Start up Guide is intended primarily for restaurant owners and managers but is equally suited for corporate IT departments This manual provides general information on the use of the Maitre D Back Office and introduces the reader to the many features of Maitre D It must be used by first time users to familiarize themselves with the Maitre D Back Office but can also be used by seasoned users who want to learn more on how to apply other features of the Maitre D Back Office The topics in this manual have been organized to closely follow the Maitre D features as they are presented in the Point of Sale POS module of the Maitre D Back Office This guide will provide the reader with step by step instructions to easily locate the features in the Maitre D Back Office application Chapter 1 Checking the End of Day explains the EOD process and why it is important to check it has been done Chapter 2 and 3 Modifying Items and Creating New Items introduces the reader to the sales items how to modify prices and how to create new items Chapter 4 Divisions explains in detail what a division is its links with the sales items taxes and promotions Chapter 5 and 6 Variable Lists Item Classes and Preferential Screens explain the options available
5. wj CVM Color Use default v Item Class Soups X v BH The new sales item will be available for ordering on the POS from the Soup item class When you no longer wish a sales item to belong to an item class you need to set its item class as Undefined te Now you have seen how to modify and create variable lists and item classes the next chapter will show you how to assign them as well as sales items to preferential screens Maitre D software serves you better Page 51 of 135 Preferential Screens Preferential Screens From the back office select Point of Sale Control Click on Preferential screen setup Maitre Bacdkk Office Fle Wee Tools Hep Point Of Sate Control EL Point OF Sale Control Hone Page Point Of Sale Control Maitre D software serves you better Page 52 of 135 Preferential Screen Setup allows you to define and customize the order area of the POS screens You can assign sales items variable lists and item classes to the preferential screens as well as links to other preferential screens The following window displays the preferential screens Double click on Bar Drinks or click once and click on Modify Preferential presets Description Id Modify N T away OOOO ea Wines 13 i Grill ooo004 oSandwches 005 Pizza OOO006 Pasta I OO0008 Beverages E Bar drinks Screen layout areas cannot be modified and are reserved for
6. Dead Woditston Sciten Lacu Table Deme OK Cored Maitre D software serves you better Page 106 of 135 Maitre D Click on Discount Select the discount and click on Apply and OK Configuration 1 Rest server Bg General ul Invoice gh Cancellation Discount gh Tax Service E Payment 10X staff food Sfi Order 10 staff drinks Fg CvM 2 for 1 cocktail ih Command Free bud gh Combo Meal Free hot bevs fey Transfer zl is P O 5 report aa Selection Ez Reset ES is Functions E CMD Ez Setup gh Table 0 G Fiscal Printer FL ELE Bib rede i A All other options highlighted in the red boxes have already been setup and should under NO circumstances be modified without first contacting your Maitre D consultant A Modifying these options could significantly alter the POS options of employees Select other configuration s for which the discount is also to be made available and follow steps above z Employees General Configuration Description z Bar server oog a dE Add E li anager P Take away hs Delivery order Pick up 000006 U Remember you can always look at existing promotions to check how they are set up if in doubt please contact your Maitre D consultant who will be happy to provide the answers to your queries Maitre D software serves you better Page 107 of 135 o Maitre D Modifying the Message on Customers Receipts In Pos Control clic
7. See next page gt Maitre D software serves you better Page 125 of 135 Maitre D Double click on the removable disk i P Ax Removable Disk H Double click on the folder LN Backup 15 01 2008 Double click on Archive the archive folder contains all daily transactions 7X Ly ARCHIVE 20080102 100026 i 100125 7IP 100139 zIP 100152 ZIP 100185 zIP 100178 zIP 100191 zIP 20080102 1001532 20080110 100205 20080111 100218 20080112 100231 20080113 100244 20080114 100257 100111 4IP 100204 TP 100217 ZIF 100230 IP 10243 ZIF 1002456 zIP 1282 IP io FULLODO1 Double click on FULLOOO1 this folder contains all configuration and sales data Bn LJ ARCHIVE fs Ly FULLOOO1 backup 001 001 File 0 KB gdir File 14 KB gbackup File 2 696 KB version 707 707 File KB e Now you have all the information don t forget to store it in a safe place Maitre D software serves you better Page 126 of 135 o Maitre D Report Center The Report Center option from the Maitre D back office allows you to access the report template menu of the Report Center module Every report template is available under its category tab section From the back office select Report Centre Maitre D Back Office Click on Select a report Report Center Hene Page Report Center Maitre D software ser
8. 000006 doe DOO This employee has two functions See below Maitre D software serves you better Page 91 of 135 i Maitre D Employee 2 Sarah OS 3 MODE HAPPY HOUR 5 RE Rua ECT Function 2 E Function Eh Function 5 EH Default workstation hu Options here are identical to previous employee The second function T Employee 2 Sarah Same set up as John Lo ode i m Report key TABLE NO cin Funcion er Function P gh Function Configuration m 7 EH Pe E Function 4 D efault Workstation n uh Function 5 Double Click on James Manager or click once and click on Modify Employees _ Description E Men Oooo DOOCA AL cm DOLIO OOO00S i Rohin nini 2 This employee has 3 functions Maitre D software serves you better Page 92 of 135 See below Employee 10 James h Setup i Function _ s cem Similar set up as 2 previous employees but DS G MOBEHAEREHOSR Eh Option CONFIGURATION is different EE Bar Interface m See Report of Bgh Function 2 Function 3 Function 4 gy Function 5 Access General access Default workstation Options here are identical to Screen Layout previous employees The second function Employee 10 James B Setup FX Function Similar set up as 2 prev
9. Graham ad Franck Punch Reset Employee Point of Sale Linda Employee Point of Sale Message Add Schedule to this Message Continuous Staff Meeting at 15 00 K You can now modify the message Click on OK to close Message Editor Activated Title Staff Meeting 15 01 2008 F Recipient s Emp John even Eri e Point of Sale Jae Sign In ER ae _ Reading employee Pork Franch Flpanch Employee Point of Sale Emma Message Add Schedule to this Message Continuous Staff Meeting at 15 00 Agenda is as Follows Mew Menus and Wine List Maitre D software serves you better Page 119 of 135 o Maitre D Backups We recommend taking a backup at least once a month Backups should be taken on removable media such as data disk or compact disks if your back office computer is equipped with a compact disk writer Sites with backup servers have automated data backup of all the data on the system as well as the archive folder transactions file Even with the presence of a backup server we recommend taking backups of both the data and the archive at regular intervals on an external media source From the back office select System Configuration O Maiire D Hack Office or Help press F1 Click on Backup and click on Archiving Setup st System contiguration Homo Pape j System configuration Maitre D software serves you better Page 120 of 135 Maitre D Select Alternate
10. Once it has been acknowledged the message will not display again If Cancel is pressed the message will display again the next time John enters his number on the POS terminal Maitre D software serves you better Page 116 of 135 b d ia Maitre D Statt Meeting at 15 00 You can check from the back office the employees who have seen the message In the message center click on the relevant message and click on Modify Messages List Completed On EN Meeting 2008 01 15 K Modify N bette Message Overview To pov Event Sig 0000000000 taff Meeting at 15 00 Message Click on Preview Maitre D software serves you better Page 117 of 135 Maitre D Message Editor Activated Title Staff Meeting 15 01 2008 Ta Users Recipient s Event Sign In Preview J Employee Point of Sale Reading b Employee Point of Sale John Employee Point of Sale Punch Message Add Schedule to this Message Continuous Staff Meeting at 15 00 The employee highlighted in the red box has read the message Click on Close Message Employee s John 2008 01 15 Linda Franck Maitre D software serves you better Page 118 of 135 Maitre D The option Reset will cancel the message status to allow for modification of the message and the employee list Click on Reset Message Editor Activated 15 01 2008 Recipient s John Event Sign In Preview Reading
11. Hes See 9140 2008 End 14 01 2008 x ewe Report Center MD amp epor 1 Sales consolidated 1404573 2005 w Maitre D No filer Last day Menday January 14 2008 Total net sales 3 287 44 104 M sz Meal value Total taxes 6575 26 23 Cnt Awatage aleni Tota discount 36390 18 Tablets Aweitage tabla Total estes 3 862 70 Nacak Table tumovedmin Service 0 00 Frequent Dinexr Reward Ceeponie Cocktails 998 56 mathe capies Sprts 680 88 orm E476 15 81 Beers 447 29 Howse Wines 49262 Prza 211 28 Pagi 172 58 Hot Bev arages 15003 te For more information please refer to the Report Center Manual I Me 9 This manual is available on PDF format and should be kept on your back office hard drive Ask your Maitre D consultant to point its location Maitre D software serves you better Page 129 of 135 o Maitre D Troubleshooting Before calling the support department please check the following My system is down In the first instance please check the Maitre D server Is running What ts the Maitre D server The Maitre D server ensures communication and transfer of data between the back office and the POS terminals It is located on the toolbar of your back office computer on the right hand side of the screen See below Maitre D server What should you do if you do not see this icon From the back office select Server Control
12. Maire D Back Office For Heb press F Maitre D software serves you better Page 130 of 135 o Maitre D Click on File and click on Start Server the icon will reappear first with a red cross followed by a change of status green and yellow and finally back to normal status in its usual place B Server control Home Page Tools Workstation Help This process should take no longer than a few seconds depending on the number of POS terminals You may sometimes notice a change of status to green and yellow during the day or night the Maitre D server will fluctuate between green and red and green and yellow This is normal and indicates a large amount of network traffic between the POS terminals and the back office noticeable during peak time of service As an alternative to starting the Maitre D server from the back office as illustrated above you can also restart the main back office computer The Maitre D server is part of the start up process and will resume its usual position and status on the toolbar after restarting your computer If the Maitre D server is staying on the following status E for longer than a few minutes then it is possible you might need to recreate Workstation Data explained later in this section The Maitre D server should never stay on the following status El for longer than a few seconds Should the server remain in this status please call the support line Maitre D
13. Maitre D software serves you better Page 32 of 135 Maitre D Of course you may need to change or perhaps add a modifier to a new item this will be fully explained in the chapter dedicated to modifiers Divisions From the back office select Point of Sale Control Click on Revenue Center Click on Divisions Maitre BackOffice HOME 1 y Soe Lontrol 9 lt FE Poimt Of Sale Control iHome Pape LE Sater Worabon Payments Frequert Diner Report Help mu Ava bn Levei Modhers Poi Diwir Cacegory Ratio Report Sales Lid includea Itens Buffers Maitre D software serves you better Page 33 of 135 Maitre D The following window displays the list of divisions Divisions Description Light lunches Ad Modifiers 000003 gt Hot beverages Lu mE Fine Wines nao 4 Soa 000016 Speci DDDE 8 Combos oo0020 z SEIVed Inn What is a Division Divisions group items together and usually correspond to main sections of your menu There is a maximum of 50 divisions available For example main courses desserts and draft beer are common divisions In the back office report module most reports including the employee reading sort by division Divisions are also where taxes promotions and other functionalities are programmed In addition each division is associated with one out of 32 possible division categories for broader reporting purpose For example food and drinks a
14. Paste v Pore v Gow v Sele onde v Modhen Deisests v Mot beverages v Pz toppeg v Desuagh beet v Bt teers v fre wres v House vant v Cochtads 7 Soft dor v Spec v1 S pata Cou ae r v Laght lunches v Sandvaches v IP sta v Peza On 7 Side orders v Modern v Desserts v Mot beverages v 92 topeng hw Oraught beer v 8 beers v Fine wanes v Heuss vns v Cocktad 9 Soft diris v Special vi Spes The new promotion is done Promotion Description 10 staff drinks Free bud Maitre D software serves you better Page 105 of 135 Maitre D The next step in setting up promotions is to make them available in the employee general configurations Configuration is the area where all access rights are configured In Pos Control click on Employees Click on Configuration K Point OT Sale Control Home Pape Fie Wew Bae E vens Carter Soe ns Workstation Paynerts Frequent Gener Report Help Empires Point Of Sale Contro Double click on the relevant configuration s or click once and click on Modify to make the discount available Employees General Configuration Description G Rest server Bar server T coos Take away oo0004 Pick up 00006 TB enp Wit POS Oper ion i 2B crim TD fer Irie mco TABLE Ranat fee TOBE NO N uA Functor Heed serves i Function 2 i hinain 3 ara Access senes accen
15. control Home Page Server control The process starts and finishes automatically you do not need to click on any options It will take between 15 30 seconds depending on the number of POS terminals E Sarees controt Hanss Pant 7 Mw orabat wonitahon 1 Worketston K Create Sereen hie LLLLLLLLLLLLLLLLLLLLLLLLLL Lo Maitre D software serves you better Page 134 of 135 Maitre D Y Maitre D tip Whenever you are making changes in the back office you have access to a contextual help menu Click on and click on the area you want help with see below Employee 6 Rem amp f POS Operation EN E Option gy Bar InterFace Name ay 5 Rg Function pasword O E E Function 2 AR Function 5 Employee Record Undefined ae s Neh tect feet fri Covert ingee Sash ypa mite kaywanri in iret l Employee Esmmloyee hs Cegioyess oszton So Ste Ercisyees manu eles you ts Seen erterrg anui yes rmioermatizn a Creete Mosily e POS erutcyes fecard pou must sect Me eporcp iets epirot nura tet is tie come he 7O Ure utes 72 OCTECE Te wortetens Th Toplorees screen eDOear upoan Secon thet turbe mto ew Sel Sepe Topic so epe Employ up 2 Lewrt tre Trpizyses ception fram POS Cont ei Croovees sect cf Ceste of ertpioyes tecerc cick Ihe er aonres tureber The Exp ovees screen Dsplops No Type it tre rere sf i a ecopores The ats pr or eoch cect anl m7 af anc
16. display all the items which are part of that division Search Group by Division Light Lunches Pasta Grill H Modifiers Hot Beverages Draught Beer Corona Bil Beers Miller Lite Etl Beers Fine Wines H Cocktails Specials H Combos Maitre D software serves you better Filter All Revenue Centers All Divisions All Functions Function Revenue a r algete Page 12 of 135 e i Maitre When selecting Functions the following window will display Search Group by Filter Functions bul Divisions Functions All Revenue Centers All Divisions All Functions Division Function Free Free on check Price rolled up Paint d Click on the of the item function you are searching for in this case Revenue All the sales items associated to that Function will display You can use the scroll bar to move up and down Search Group by TS Division Function PLU k gt Cheese Side Orders Revenue AP 1 2 Pint Miller Draught Beer Revenue 12 OF Rib Steak Grill Revenue H 1407 Rib Steak Grill Revenue n 7h m 4 G MH muc 250ml als Red Hause Wines Revenue B 250ml Gls white House Wines Revenue 35d DiCoke Sort Drinks Revenue i Scl Fanta Soft Drinks Revenue 35m Coke Sort D rines Revyen Ie pe BEGUN S ort Drinks Reve
17. it will enable you to Exit without choosing an option This is useful if the sales item does not necessarily require printing on the kitchen check with a remark unlike the steak which will always need to print with the cooking option Weight Modifiers Record 2 Preferential Minimum Maximum Free Key Modifier 1 Variable lists v EA i Madiier 2 Undefined E Undefined mo oj of v Item Configuration 71018 9 Chef s salad Dinner E Modifier ef Inventory Eh Extra Madifier 1 Undefined O Regular Modifier E F e e Modifier 2 u ndefined 9 Weight Modifier weight Mod Dressings v BH Maitre D software serves you better Page 79 of 135 HOT DOG HAMBURGER Rest Ser TABLE 1 Custom 1 SIDE FRIES HAMBURGER 2 25 A CHEESEBURGER CHEF S SALAD i J DBL BURGER TOTAL 6 00 A Y wil Stat EXIT The choice of dressings displays on the screen but the option Exit is also available in case of no dressing ITALIAN Hol cer tune FII aa FRENCH Rest Ser TABLE 13 1 Custom 1 aa TALIAN 1 HAMBURGER 2 25 n 1 MILLER LT 3 50 BLEU CHS oe TOTAL 9 25 v Stat CANCEL EXIT With weight modifiers the end user has all the necessary options at their disposal to make sure orders are sent to the kitchen with all the relevant information i d ia Maitre D Let s briefly look at more generic modifiers Click on Item Set up EL
18. new sales item nur arcam by Free A Revenue Centers w ibers Sey od B A Functions w item PU Divison Function sd jt Modf v Point OT Sale Central AM Do vou want to duckcare this tem Praes Black Bean Se Remove Yee N Maitre D software serves you better Page 49 of 135 Maitre D Type in description of the new sales item item 8380 7865 Prawns black bean_ 2 Eh Function E Options Description Aig Links es Counter E Configuration Renee Reguier Grilled Scalops W sagasa Alternate New sales item is already linked to the Seafood item class Item 8380 7865 Prawns black bean 2 fs Item mem Eh Options Function B f Links D Counter Function Revenue v Fy Configuration Division Seafood m EH CVM Color Use default v Item Class Seafood v BH The new sales item will be available for ordering on the POS from the Seafood item class Example 2 creating a new sales item in the Starters division Maitre D software serves you better Page 50 of 135 Maitre D Type in the description ltem 8381 7875 Soup of the day_2 f E Function ih Options Description s Links Ez Counter E Configuration e ri Regular Smoked Salmon Alternate Ag Item m E Options Function Aig Links LES Ri Counter Function Revenue v E Configuration Division Starters
19. poini Of Sale Control Home Pane File View Employees Revenus Carter Screens Workstation Payments Frequent Der Reput Help Point Of Saie Control Maitre D software serves you better Page 81 of 135 Type description and click on Apply and OK item 8384 7882 gt no salad _ Tay Function fy Options Description Links E Counter E Configuration Be Regular gt No Salf E Alternate Click on Screens Variable List Setup and double click on Mods or click once and click on Modify eg Point OT Sale Contro iHome Pane Point Of Sale Control Page 82 of 135 Maitre D software serves you better Maitre D Variable lists Description Modify N i Dressings oo0002 Add Specials OO0004 Pz tops Add the modifier to the list Dwwnpbon Mods Use Fte Layout om gt See Sore Rom Nambdbej jecore 260 7x gt No Garis gt No Saad liap gt no cal 098394 l RRA gt No Crean gt No Odes gt Sauce on Sake ga whe 08235 Fa doe 08223 Click on OK to close the list Variabile tists J j Maitre D software serves you better Page 83 of 135 These generic remarks are not linked to weight modifiers but are selected from the POS screen whenever they are required Select MODS Course 42 Send Next Course Rest Ser TABLE 1 Custom 1 1 SIRLOIN STEAK 20 95 1 MED RARE
20. receipts and kitchen bar Connections of all cash drawers Location of back up server if applicable How to reset a printer both receipts and kitchen bar How to restart a POS terminal How to re boot the main Back Office Computer How to make workstation data documented on next page S N AS SNS SS Should you require additional information please contact your Maitre D consultant who will be happy to help you Maitre D software serves you better Page 132 of 135 o Maitre D How to create workstation data Sometimes it may be necessary to update refresh the POS terminals after programming screen changes for example or if you notice the POS terminals running slower than usual This can also be done in the case of the Maitre D server status on Creating workstation data will update the POS terminals with the new data Please note Creating workstation data will restart the POS this process is usually very fast 10 15 seconds but can take longer if you have many POS terminals A Do bear in mind the POS terminals would therefore not be accessible during this time so avoid creating workstation data during service unless it s strictly necessary for the reasons outlined above From the back office select Server Control O Mairet Back Office pos Ra Por Heb press P Rayo 19 39 25 Maitre D software serves you better Page 133 of 135 Maitre D Click on Make workstation data E Server
21. 0 00 P Las r MAIN Ww M ods 20 95 TOTAL Rest Ser TABLE 1 Custom 1 1 SIRLOIN STEAK 2095 mal EE 25 seNo cream MED RARE 7 RICE o Maitre D Remember modifiers and weight modifiers are an essential part of the ordering process Most weight modifiers and generic modifiers have already been configured on your system but the list might not be exhaustive and you may have to add new modifiers at a later stage Following the steps above will help you but should you have any doubts please contact your Maitre D consultant Maitre D software serves you better Page 85 of 135 i a Ls Employee Setup and Configuration From the back office select Point of Sale Control Click on Employee setup E Point Of Sale Control Home Page Fie Wew Employees Revenue Certe Sosens Workstation Payments Frequert Dre Report Help Point Of Sale Control e t iro oynr se f p Employees Description La Sarah oo0002 Donna Seen em Martin OOO008 Joe DOCS James QUOD 0 Robin 000012 Lindsay 00001 4 Employee Point of Sale 16 000016 Employee Point of Sale 18 DODOT S Employee Point of Sale 20 DIOE Employee Point of Sale 22 Dna Employee Point of Sale 24 DOOO24 Employee Paint of Sale 26 DIDI Emolovee Point of Sale 28 0n00as8 Maitre D software serves you better Page 86 of 135 o Maitre D te The employee list
22. 00014 Click on OK to close Select the Sign In option the employees will see the message at first sign in on the POS terminal Other options available are Reading the employees will see the message when taking a server reading The Punch option is for employees who Clock in and Out when the Time and Attendance module has been installed The option Add Schedule to this Message is only available with the Time and Attendance module If the option Continuous is enabled it will display the message every time an employee signs in punches in or prints a reading Type the message you wish to appear on the POS terminal and click OK Maitre D software serves you better Page 115 of 135 Maitre D Message Editor Title Staff Meeting Users Recipient s Employee Point of Sale John Employee Point of Sale J Em ployee Point of Sale Graham Employee Point of Sale Employee Point of Sale Emma Messages List Title Daba 2008 01 15 Message Overview Ta Jahn Joe Linda Graham Franck Emma Event Sign In Message Staff Meeting at 15 00 Activated 15 01 2008 v Event Sign In Fein Punch Add Schedule to this Message Continuous Message Staff Meeting today at 15 00 Sir ED X Canpletee Gr Add Madifw m Ty When John enters his number the message will display on the POS terminal he must press OK to acknowledge the message The message can also be printed
23. D software serves you better Page 71 of 135 Maitre D Click on Items Set up EL poini OF Sale Control Home Page Point Of Sale Contro Double click on the sales item or click once and click on Modify gt te Nems Maitre D software serves you better Page 72 of 135 Maitre D Click on Configuration and double click on the first revenue center and mode or click once and click on Modify Click on Modifier and select the Linguine Mod Click on OK ltem Configuration 3316 426 Crab linguine Dinner cem Regular Modifier nven gh Extra Modifier 1 Undefined Modifier 2 Undefined 5 Weight Modifier Weight Mod Coffee Mod At Dessert Mod Dressings Linguine Mod Level modifiers PELA Undefined Level Mad Undefined Don t forget to copy to the other revenue centers and modes and to select Replace existing Click on Apply and OK to close Maitre D software serves you better Page 73 of 135 Maitre D ltem 8316 1 Crab linguine a Et Configuration Revenue Center Dinner Restaurant All All Bar Replace existing L ON J cmo J N Click on Close Sales lems Maitre D software serves you better Page 74 of 135 How does it work on the POS Select Seafood Send Next Course Rest Ser TABLE 1Custom 1 F s N Yu 4 rs C c sii 4 ca ADU i Ka Paice N i _ Sar D m p Weight modifier choice
24. DIXI os oo EL Title qum Eo EH 15 01 2008 v Event Reading S Message Add Schedule to this Message Continuous menm OK IOVI Maitre D software serves you better Page 113 of 135 Click on To and click on besides Employee Point of Sale to open the list of employees Message Editor Title Staff Meeting Recipienk s Activated 15 01 2008 v Recipie nt s List str usen pom NS Employee Point of Sale Lape all i Malcolm Josie i John Harry Laura Joe Sarah Frances Linda Scott Rob Graham Natalie Stuart Franck LATIS i Emma Recipient s Recipient s o00017 Double click on All to include all the employees or z Employee Point of Sale z Malcolm a i Laura Joe Sarah i Frances i Linda cott m Rob i Natalie i Franck Maitre D software serves you better Employee Point of Sale Boa oo0008 ooooo 9 000010 000011 o00015 000016 o00017 Recipient s Page 114 of 135 Maitre D Select individual employee by double clicking on individual names Recipient s 4 Function Point of Sale Emplo int ale John Employee Point of Sale Err Joe T Linda ra Employee Po Graham Malcolm oo0001 cJese Boon Employee Point af Sale Emma tz Hany Lage coos Laura oo0005 Sarah ooo00F tz ge 000010 Rob o00011 enm oo0012 000015 Natalie 0
25. Media Archive Setup Record 1 Number of Disks ta Archive O C3 Standard floppy driva MH uml i al In ince pi Ji Du ALII ILI Achin bpwstipntimm 1 b media d Path L Cancel Select where you want the program backed up We suggest creating a folder with the date as shown below Click on OK Archive Setup Record 1 Browse for Folder Desktop IL My Documents Standard floppy drive My Computer i we VAIO C1 i ee VAIO D1 i Memorystick E Qh DVD RW Drive F s DVD Drive Gi ix Removable Disk Hi ae W V My Network Places FI hall CO Alternate media Cancel m Click on OK Archive Setup Record 1 Number al Disks to Archive C3 Standard floppy diiva furl lad al Irivi jose pe di Li 4000 Achivi Destmatian 1 C Alternate media Path H Backup 15 01 2008 Maitre D software serves you better Page 121 of 135 Maitre D Click on Save the full system Click on Yes E System confyuration itunes Page System configuration 3 Tha vnl backup the Ful system data n ht heck 15 01 20007 Are you sure you went to proceed Maitre D software serves you better Page 122 of 135 Maitre D The following message will be displayed on the screen click on Yes This is to remind you the data saved will not include programming changes carried out after the last end of day We recommend taking backups first th
26. aitre D From the back office select Point of Sale Control Click on Revenue Center Click on Item Class Maitre D Bacdk Office Fle Wee Tools Help Point Of Sate Control EL Point Of Sale Control Home Vape Maitre D software serves you better Page 45 of 135 Maitre D Item classes are similar to variable lists they contain sales items which can be ordered from the POS But unlike variable list the item class option is flagged in the sales items The following window displays the item classes See example below Double click on Soups or click once and click on Modify ltem Classes Description t Pizza M b BEEN o on0n02 Beverages Light lunches s Coka 00001 The window only contains the description of the item class There are no other options Click on OK litem Class Record 1 ui Maitre D software serves you better Page 46 of 135 Maitre D The sales items have an option to link them to item classes See the screen below Item 8001 8000 Soup of the day la is Item i B Function Bg Options Function cfi Links Big Configuration DV Color Use default Item Class Soups Bil beer Cocktails Desserts Dressings Grill Light lunches ndefined Apply NB Item classes are not the same as divisions Item classes are only used to group items you cannot generate sales reports by item classes You can link all similar sales items to an i
27. aitre D software serves you better Page 27 of 135 item 8314 7997 Heineken Hy Function Options Revenue Canter Price Add Links 7 OF Dimmer G9 Counter Lunch 328 Tay Configuration Happy Hour 3 25 Modify Restaurant Dir 3285 Restaurant Lunoh 3 25 Delete Restaurant Happy Hour 325 Lopy to 7 led Restaurant MIA 7 Mode 1 7 Al Gar Mode 2 Mode 3 N 4 Mode 4 Replace existing It s done ltem 8313 7997 Heineken cfi Item gy Function RR PIE Hevenue Center Add a f E c Restaurant neis naL ter A estaurant l E Configuration Bar Happy Hour 3 25 Ba gt dhk A H eem ES SE Delete You might have noticed when entering prices that the options on the left hand side of the window are different When duplicating or selecting a sales item the options you see on the left in the red window do not change regardless of which option you select only the window in green will change according to which option you have selected on the left See below Furcton Resme eon Bibes DWM Coo Uzedelaut fen Oz Undefined Maitre D software serves you better Page 28 of 135 Maitre D ten 3374 7674 Heineken hem E374 7374 Heineken In the last window Configuration selecting any of the lines will bring a new set of options on the left se
28. anager number or press FUNCTION and swipe your employee card or scan your finger in the biometric device and select MANAGER MENU SPECIAL MENU TO EEG amp GUEST CREDI ENTER YOUR SERVER EMER ENTER YOUR PASSWCAD 4 ENTER TE TABLES JENTER ENTES s OF CUSTOMERS EATER Select MAIN READING The sales figures should be 0 00 Maitre D software serves you better Page 5 of 135 Maitre D MANAGER MEMU What should you do if your EOD has not been done FINANCIAL REPORT RESTAURANT ZUMMAET SSS SELES DATA NET SA LES E1937 24 Sales tax 0 00 Inclusive tax 339 01 discount Er on SERYICE 0 00 Last Closing Date 4 2008 A Ghose SALES c3376 025 In the Maitre D back office click on Server Control NE TTE REIS eee weltreters com POG uA Far Help press Fl T 14 56 30 Maitre D software serves you better Page 6 of 135 Maitre D Click on END OF DAY B Server control Home Pane Fie Wew Took Workstation Heb The system will start by checking if there are any tables left open or sales waiting to be cashed out End of day Step CO Searching for open checks There are no open checks e a If there are no tables or checks open you will see the following window Click on OK to start the EOD End of day END OF DAY i WARMING CURRENT OPERATIONS SUSPENDED x e Maitre D softwar
29. complicated promotions such as 2 for 1 or Buy 1 get 1 Free you will need to contact your Maitre D consultant Click on Add Promotion Description S102 staff food 10 staff drinks 2 for 1 cocktail Free bud Free hot bews Type in a description and click on the Category list to drop down the options Promotion 6 Descrpson 15 Ort Bar Code ID Lego ie CI Subucsbed taks on Remaining subtotal w Piet coupon t00 Fi Yin bo sd Acain deme OAT 1380 Second pice Expaabon dae 01 01 1950 Apol an whole Order Eligible count ok J ce x The drop down menu will give you a list of options to choose from Maitre D software serves you better Page 101 of 135 Maitre D The options available for selection will vary in accordance to the existing configurations in your system For example if the tax rate is set to 0 00 all your reports show gross figures you will be able to select Gross Sales and Item Promotion 6 Descsphon Sx OH Bat Code ID Category Hero ty demon Deseulion 155 DF Bu Code O Category her ty devimon v Twe X hepar Fale on Amg 0 00 I Dn total Acton dele 000 150 Eapesbon date 01 01 1560 v Maitre D software serves you better C Employee decou C Automato C Ando ton sieci Multiple Mam tem orb Cl Owy C Subsenbed saet Remaning tubos v Part coupon C Two doe one Second poce Cl topy on whole D
30. corenareseewes 99 Modifying the Message on Customers Receipts 107 Modifying the POS Message e ree 110 Message Center ssiaaa wai ea ER V UNTREATED RR UR RE RR Rc 112 ile p t 120 ROGDOFECODEGF uso a ivi Sa Vac ER ORC RIDN REO DEED EDD EAD OR ees 127 TroubDlie snooLtllig ssas eivai dOr asd sswy RE sk ERRaFERERERIRERI ENSE AER aia 130 Maitre D software serves you better Page 3 of 135 o Maitre D Checking the End of Day EOD has been done Every day it is crucial to check the end of day has been done on your Maitre D back office This is to ensure your sales figures have been finalized for each accounting day and therefore you can start the new accounting day with 0 00 sales You can check from a the back office and also from b a point of sale POS a From the back office select Point of Sale Control View Setup Dates O Maitre 2 Sin Help ott Of Sale Control Maitre D software serves you better Page 4 of 135 o Maitre D First Day of the Week Monday Start of ear 01 01 2008 End of Year 12 31 2006 Last Closing Date 01 14 2008 Daily Summar Number 0 Llose Assuming today s date is January 15th 2008 the Last Closing Date should be yesterday s date January 14th 2008 If this is the case the end of day has been processed and you can now start a new business day b From the POS log on to FUNCTION with your m
31. count om jl cone Circled below are options which may require to be enabled Maitre D software serves you better Page 103 of 135 Maitre D Select Automatic to automatically apply a discount whenever you print a check The Auto item select option is only used when Item by Division is also selected It will automatically select all discountable items bypassing the item selection on the workstation This option is often used for percentage discounts on the check total Select Multiple to use the discount in conjunction with other discounts Select Print Coupon to print a receipt each time this discount is applied Promotion 6 15 off Deecephion Bat Code ID Category Type X Rate 1500 Agrar art 000 C Onto Actyahen dae 01 01 1950 Evpestion dse 0 01 71 954 Click on Schedule Select the days and times of discount availability by clicking on relevant squares days or hours Promotion 6 19 aff 3 ery ter E 012 34 5 6 7 B 9 180 H 12 13 14 15 16 17 18 19 20 21 22 23 Click on the first revenue center Maitre D software serves you better Page 104 of 135 Maitre D Select the division s to be discounted To configure a food only discount simply unselect all the drinks divisions Click on Select All to include all divisions or Clear All to unselect all divisions You MUST enable the Available option Promotion 6 159 off v v Light hunches v S ardenchu v
32. d with them The most common modifier items describe how a customer wants an item prepared such as a steak or to specify an accompanying vegetable or sauce These are called weight modifiers and come up for selection after the main item has been selected Generic remarks not attached to particular sales item such as No Salt for example are also modifiers but do not come up for automatic selection and are usually found under a generic variable list called Food Mods There are four steps to weight modifiers e creating modifiers e organizing modifiers in a variable list e creating a weight modifier e linking weight modifier to sales item From the back office select Point of Sale Control O Maitre D s Siin 4 x Fie We Tools Hep POBE NA For Help cress F1 OAO 4 45 34 Maitre D software serves you better Page 63 of 135 ia Maitre D Click on Item Set up E Point Of Sale Control Home Page f e Wem Employers Reverwe Center Screens Worlstetion Payments Frequent Dem Report Hp Point Of Sale Control Metis I LI Dens rie I We have already seen in a previous chapter how to add new items Creating new modifiers follows the same logic i e duplicating a similar item See example below Sales items Al Revere Centers Al Functions Maitre D software serves you better Page 64 of 135 Maitre D Enter a description We often precede a modifier description by inserting the f
33. dify Sales Items FilE amp mr arap by All Revenue Centers Search Items Btl beers All Punctions Division Function oo m 3 75 Add Remove wd tul L73 oum xir Restaurant fF LOR Camus by Le EJ Highlight the price type in the new price and click OK item Configuration 1753 936 Budweiser Happy hour 1 X E Price and Cost E Option pz Printing 9 Modifier Revenue Center Bar fis Inventory Mode Happy Hour G Extra di op o Price 370 3399 Cost 0 00 Cost n nnm Profit 319 Special mode 0 00 Surcharge 0 00 Extra Points i 0 CS ees CC Maitre D software serves you better Page 19 of 135 Click on Close to exit Sales Items Search Group by o es PLU Division Function Dinner 3 75 001756 Dinner i 001755 Lunch diu Happy Hour L nch ni ant Happy Hour CORONA Revenue naz4n Duplicate Creating new items Maitre D software serves you better Page 20 of 135 From the back office select Point of Sale Control and click on Item Set up Maitro D Back Office Fle We Tools Hep Point OF Sate Control 8 au Point OT Sale Control Home Pape Fie Wew Emplwees Revenue Cerber Sosens Worbstation Payments Frequent Cire Report Help Point Of Sale Control Maitre D software serves you better Page 21 of 135 bd ia Maitre D As explained in
34. e PEDET 35e epte 08227 Scl coke 05271 Si d coke 108224 Sic lente 05251 Siol aprte 0822 75cl coke 082229 Scl d coke 108225 75c1 dent 052 32 Tcl apode 28225 m cem Pure m ro nes omm 009018 11 Click on OK to CLOSE when the list is completed see below Descphon Lngure Sauce tse Pie Loco me gt Tomato Gate Wie Wore Maitre D software serves you better Page 67 of 135 Ss Click on CLOSE Variable lists Description Id Dressings DOO gt Salad choices 11 000003 Specials OOOO o Steak cook 0 Pasta sauces 00000 o Mods 0 a Pez tops DOOOs o Sots 50e a Hat bers DOCCT C Sides 0 a Desserts DOT 2 Beverages tT Dessert mods OOO 4 z Linguine sauce The variable list has been created The next step is to create and configure a weight modifier Click on Screens and Weight Modifier E Point Of Sale Control Home Page Preferential Screen Setup Variablen List Setup Point Of Sale Control Maitre D software serves you better Page 68 of 135 Click on Add Weighed modifiers Description m Steak cook Dressings lis fel ol ll ees Ee E z ODI z Coffee mod Type in a description Maitre D You can have up to 4 Modifier choices In our example we will only use Modifier 1 The first option to set is Preferential select Variable lists Weight Modifiers Record 4 Preferential Modifier 1 Undef
35. e next page gt Maitre D software serves you better Page 29 of 135 Maitre D These options contain additional settings for the sales item such as where the item is set to print and whether this item has a modifier Item Configuration 2269 17200 Heineken Dinner ZEE Price and Cost E Option r gh Printing E Modifier Revenue Center Bar a f Inventory E ore E Extra Price 3 25 Cost 0 00 Profit domm Special mode 0 00 Extra Points Because the item was duplicated from a similar item the Option Printing and Modifier will not in most cases need to be configured The Inventory option is valid when the Inventory Module has been purchased Full explanation is available in a separate Inventory set up guide Let s briefly explain the role of the other options Click on Option ltem Configuration 3292 1147 Heineken Happy hour Gah Price and Cost E Fh Printin E Modifier E Fs Inventory C Remote Display Only E Extra Included Item Undefined v Weight Cancel Appl Maitre D software serves you better Page 30 of 135 The Included Item option can be used to include one or more sales Maitre D items to be ordered with the main sales item Weight refers to modifiers The default value should always be 1 Click on Printing Item Configuration 329 1147 Heineken Happy hour Gah Price and Cost Ez Option E E Modifier E Fal Inventory E
36. e serves you better Page 7 of 135 o Maitre D The window below shows what happens during the EOD It normally takes approximately 2 to 3 minutes You cannot perform any sales or use the POS whilst the EOD is in progress End of day 14 01 2008 Step 17 LLL LLL LLL LLL If you have tables left open the system will warn you and will display the tables or checks as shown in the example below You must close all the open tables and all the open checks before you can proceed with the EOD End of day Day closing aborted List of open tables TABLE 0 Server 3 WORK STATION 3 TABLE 10 Server 1 Summary of open checks Check no 1 00004 After closing the open tables and open checks you will then be able to proceed with the EOD following the steps above What happens if the EOD is not done d Your Maitre D system will continue to function as normal BUT your sales totals will keep on running under the current accounting day REMEMBER the accounting day in Maitre D runs from the time of the last EOD performed on the system If your system is set up to do an automatic EOD at 05 00 every morning then your accounting day runs over 2 calendar days Let s take a look at the following example on the next page Maitre D software serves you better Page 8 of 135 o Maitre D Date and lime Properties Date amp Time Time Zone Date January Current time zone GMT Standard Time Today s date ox J Lene
37. elease and Release Table are two options very seldom used and are only for very specific set ups DO NOT ENABLE EITHER OF THESE OPTIONS Clients Name allows the employee to open a table using the client S name instead of using a table number useful for bartender operations Modify Check Amount is only used in conjunction with a credit card interface This option allows the server to change Form of Payment Close Button option displays the Close button to this employee at the bottom left of the workstation screen and lists the open and printed checks of this employee Click on Report Bar interface is not used Maitre D software serves you better Page 89 of 135 o Maitre D Open Tables allows servers to print their financial reports with open tables Item Report will compile the items sold by this employee in the Item by server report Sales Unit Report is used with counters contact your Maitre D consultant about this option if you are using sales units Employee 1 John EE Setup ee lepol amp f amp POS Operation S Option 3 age Bar Inteljece Open Tables v eS se Iter Report Y Eh Function 2 i Function 3 C Sales Unit Report Gs Function 4 Bar InteMace Report EE Function 5 Click on Function Type in the key description you want this employee to see after entering their POS employee number or swiping their server cards For example TABLE NO for a table service employee Funct
38. gt Mibas M wel o Weibo Cooking options emn a e C mes Tres gt Rice gt Vegetables gt Baked Potato Side options You might wish to create a new variable list at some point Click on Add Variable lists Description Side choice Dressings ooo002 Specials oo0004 L Pasta sauces OO00006 Pz tops OO0008 Hat bers 000070 Desserts o00012 i Dessert mods DODOT 4 Type in the variable list description and add the sales items as shown previously Maitre D software serves you better Page 42 of 135 Maitre D Variable tists 146 Click on OK it s done Vartahie lists 416 Variable lists require updating on a regular basis as sales items are removed from menus wine lists etc Maitre D software serves you better Page 43 of 135 Maitre D To remove an item from a variable list select the item and click on Delete in the item box NB the sales item will NOT be deleted from the database LUE T liats 10 rao Descp on Hot Bevs Cluse Fie tapout ads lem Neenber Hecord 906 To remove the variable list click on Delete Click on Yes when prompted and click on OK Click on OK to close The variable list will no longer be available NB the sales items will NOT be deleted Variothia liate 4 The information in this record wl be deleted gt Item Classes Maitre D software serves you better Page 44 of 135 M
39. ic setups T Division option groups sales items on back office reports By duplicating a similar item the new sales item will report to the correct division The divisions will be explained in more details in the next chapter I So remember always duplicate a similar sales item to ensure revenue is correctly allocated to the appropriate division Maitre D software serves you better Page 24 of 135 Maitre D Click on Options Item 48374 7874 Heineken i Fig tem e Options Function ea Options 5 d Links fih Counter v In report f Configuration v Available Evaluation sheet Othar Shilt T are CVM item count No meals OK Cancel In report compiles sales statistics for this item and will include it in the Sales Item Report Available refers to the item being available for ordering If the option is not enabled the item is not available for ordering on the POS screen These options are ALWAYS enabled Click on Links Item 8374 7874 Heineken e A Item a Links Mh Function enka h Options Buffet Undefined EH Cag ver PLU number Undefined EH h Configuration Bar Code ID ina External code Undefined Select Undefined Select 3 Undefined Select 4 Undefined Select 5 Undefined Select 6 Undefined Select 47 Undefined Select ta Undefined Select 9 Undelined Select Hio Undefined Select
40. ide Eligis couni ox J cem J n _ L Employee decount Automatic Auto dem select Muiipie Man tere oni C Charge 7 Subresibed talas Remaining stots v Prnt coupon C Two for one Second pice Apply on Whole Onder Eights count Lx ee Page 102 of 135 Maitre D Select the application Fix or Open Promotion 46 Desopten 15 0n Bar Code ID Caegory lten by demon Type X v Appbcaton Fix K Aate licen a Aenound EO Onita Actreahon dse 01401 1950 Expeshon date 01 01 1252 Enter the rate for percentage or the amount for The On Total option is not used Employes daccuni T jAutcnane Aufo Gere select Muitple Han hem oni C1 Chargs M Subeesbed sasies Remang nitosi 1 Punt coupon Two for one l Second pice T J poy on whole Order E agile couni DK Cad Ap For Activation date you can set a date from which your promotion will become available For Expiration date you can set a date at which your promotion will cease to be available NB Leaving the dates to the default below sets the promotion available indefinitely Promotion 6 19 off 1500 EOD C On total Employes deccunt Automatic Auto dem select C Muti Mam tem oni Charge Subscsibed sales Remareng edtoid 7 Punt coupon C Two for one Second pnce Apply on Whole Order E izbie
41. in your system has already been programmed but you will need to maintain it by adding new employees etc Let s examine the different options available with employees such as managers supervisors and staff Double click on John or click once and click on Modify Employees Description r In the first option Setup the employee name is entered This could be the first name or the full name Remember the name of the employee who has served the customer prints on the guest check Password and special password can be entered manually Passwords can contain up to 5 digits Passwords are for added protection when an employee logs on to the workstation and special passwords for added protection when using the function menu for example readings etc If you are using employee swipe cards the fields will contain the codes associated with the employee s swipe card Employee Record is linked to the Time and Attendance module and is explained in a separate guide Employee 1 John E f T POS Operation EA Option Bar InterFace xh Mame John EA Report E Function Ris Function Special Password F tion Eafe Func ise Employee Record Undefined v EE Function Maitre D software serves you better Page 87 of 135 o Maitre D Drawer is set to Drawer 1 this refers to the cash drawer linked to the POS Tips Declaration is not used Workstation is set to All it will enable the emplo
42. ined hull Bar drinks Beverages Grill Modifier 2 Light lunch Main Pasta Pizza Viene Sandwiches Tramway Undefined V ariable lists Hodier d Undefined M m Undefined v Undefined Y Description Linguine Mad Minimum Add Us Maximum Free EN NN NNI ub Mo o EN NNI NNI EN NEN NNI Cancel Maitre D software serves you better Page 69 of 135 Maitre D The second option to set is Key select the variable list we have created earlier Weight Modifiers Record 4 Description Linguine Mod Preferential Minimum M asinum Modifier 1 Variable lists v Lr MEE Modifier 2 Undefined v Modifier 3 Undefined v Modifier 4 Undefined The options Minimum and Maximum are used in order to force a certain number of choices in the example below we force a minimum of 1 and a maximum of 1 Free can be used if the modifier is priced however if the modifier is free leave at zero Click on OK to Close Maitre D software serves you better Page 70 of 135 Maitre D Weight Modifiers Record 4 Description Linguine Mod Preferential Ke y 1 Free Modifier 1 Variable lists wt 0 Click on Close Weighed modifiers Description Steak cook n0000 Dressings Donne Fz toppings Jana Coffee mad noon ie Linguine mod The weight modifier has been created and configured The final step is to link the sales item to the weight modifier Maitre
43. ing in the morning before opening time f Simimm configuration UT NI System configuration Click on OK y Yytion contigusation inme Hagai System configuration Maitre D software serves you better Page 123 of 135 Maitre D The complete data and sales information is now saved However the transactions are not saved from this operation To save every transaction from the archive folder proceed as follows In POS Control click on File and click on Save checks to disk E po nt Ol Sale Control Home Page aoe We Drgloyees Revenue Cenber Somens Workstation Paynerts Preguent Omer Report Help Of Sale Control From the calendar select the date you want to start the archiving from Example below last backup taken on the 31 December 2007 amp Point OF Sale Control fiomne Page Point Of Sale Control Select the dete to sat the actreng process 00172003 EA Maitre D software serves you better Page 124 of 135 Maitre D Copying the transaction files CE Ppt Ol Sals Contrai hima Page e 20080103 100112 100125 21 from AR CNEVE to AR CHEVE a Select he Gute to start de ancheong pocer 01 01 2008 1 em Process is completed click OK to Close EL Palat Of Sale Coretral Hama Page j Point Of Sale Control 200801101 b 100026 to encor bl 100069 Complete data sales and transactions are now saved to the folder on the removable disk
44. ion there are 12 employee functions available These functions are already in the system and cannot be modified The functions selected must not be changed without contacting your Maitre D consultant first You risk disabling functionalities on the POS for this employee The Configuration option is used to select the appropriate rights for voids promotions and printing etc These configurations have already been set up but can be modified by your Maitre D consultant should you wish to restrict un restrict certain commands and functions Access enables a selection of preferential screens to be available when pressing this key This is set up by your Maitre D consultant and should not be changed Default defines where to allocate the sales generated under this key In this example the workstation manages where to allocate revenue Screen Layout displays the appropriate screen layout for this function Maitre D software serves you better Page 90 of 135 Maitre D Employee 1 John a l POS Operation BA Option Sh Report s fg Bg Function gh Function Configuration E Function Access IE Function Default Screen Layout Each employee can have upto 5 functions A Options above should only be modified with the help of your Maitre D consultant Click on OK to close Double click on Sarah or click once and click on Modify Employees Description M DDODOA
45. ion message SAT JANUARY 520 2 150002 wew maitredpoe com C Maitre D 2005 Derno POS 11 MODE LUNCH SERVER NUMBER gt POS MESSAGE Maitre D software serves you better Page 110 of 135 In Pos Control click on Workstation Options amp Point OT Sale Control Home Page Fie Wew Employees Revenue Carter Soeens Workstation Payments Frequent Diner Report Help Point Of Sale Contro Double click on POS 1 or click once and click on Modify Cash Register Description AT ogoad2 Click on Message and type in message There is a maximum of 5 lines Maitre D software serves you better Page 111 of 135 Maitre D Workstation de Message Law 1 TODAYS SPECIALS Line amp 2 LOBSTER AND Line 3 GRILLED SCALLOPS Line 4 Lre 5 For the other POS you can type a new message or you can click on Same as and select a message from another POS Message Center In Pos Control click on Employees and click on Messages Center SL Point Of Sale Control Home Page Point Of Sale Control Maitre D software serves you better Page 112 of 135 Maitre D Click on Add Messages List Completed On Modify Delete Message Overview Ta Event Message Type the message name and select the date you would like the message to be activated By default the date shown here is today s date Message Editor Activated 5
46. ious employees but _ 0S 3 MODE HAPPY HOUR 3 0 CONFIGURATION is different I api bd Key TABLE NO Efi Function Function Head server Ih eS ors Function 3 Configuration A Function 4 Access Bgh Function 5 Default Screen Layout The third function F Employee 10 James a f POS Operation gh Option gh Bar Interface B Report EZ Function Function Manager Key MANAGER E Function 2 aX Function 3 Configuration Manager Sf Function 4 gh Function 5 Access General access Default workstation Screen Layout Manager Maitre D software serves you better Page 93 of 135 o Maitre D All the above examples are typical employee set up within a bar and table service environment In quick service the fundamentals for setting up employees do not change the main difference being the Functions assigned to employees Instead of Bar Server or Head Server the functions Fast Food and or Order would be used There would also be configurations for managers and staff How do I create a new employee The easiest way to create a new employee is to copy from an employee template which will have been set up by your Maitre D consultant These templates are usually named Server template Bar template Manager templates etc and are usually id s 198 199 and 200 depending on the number of templates required by each site See below E
47. k on Workstation Options E Point OF Sale Control Home Pape Fie Wew Employees Revenue Cenber Soetns Workstation Paymerts Frequent Dies Resat Help Point Of Sale Contro The list below displays the number of workstations also called POS the list in your system may contain a greater or lesser number of workstations Double click on Pos 1 or click once and click on Modify Maitre D software serves you better Page 108 of 135 Maitre D Cash Register Description ees P Click on Invoice and type the message you would like to appear at the bottom of customers checks after the general message There is a maximum of 6 lines NB the general message is configured by your Maitre D consultant and is followed on the guest check by You have been served by Click on Apply and OK Workstation 1 Scthonalion Line 11 Line 82 FOR JOINING US Line 3 PLEASE COME AGAIN Now select POS 2 Maitre D software serves you better Page 109 of 135 Cash Register Description You can type a new message or you can click on Same as and select a message from another POS worst invoice Reverwe Center Mince Pato sion Avom Chan Proce Messages Lire 1 Lire H1 Ports Pree nay Lire 2 Line 82 Devices Advanced Lre 3 Lre H3 Lre 4 Lire ta Lre n5 Lire H5 Lre H6 Sere as PDS v Soe os a N Modifying the POS Message The Pos message area on the workstation default screen allows you to display a general informat
48. letters of the sales item to narrow down the list Variable tate 15 Click on OK Maitre D software serves you better Page 38 of 135 e ia Maitre l Variable tsis 15 The sales item has been added to the variable list and will now be available for ordering on the POS Use Fix Layout enable this option so that your variable list remains in the same order on the POS screen See the examples below Dep niter Elie fv ure S as tower Vile Lite mma tor doc The items are displayed exactly as the layout of the variable list Maitre D software serves you better Page 39 of 135 ee C We recommend you add sales items without leaving blank spaces in between The variable list will always display the items in sequence The function can be used to add groups of items as opposed to single items Click on Add Maitre D software serves you better Page 40 of 135 o Maitre D Select the Division from the drop down list and highlight the sales item you would like the variable list to start from Indicate how many items from the list you would like to include Always enable the Remove existing items option as the variable list may contain previous sales items Click OK to close the window Use Pte Layout add Variable lists are also used to group modifier items as shown below Maitre D software serves you better Page 41 of 135 Maitre D Mace
49. ll now be attributed to the new employee So generating employee reports will show sales which do not belong to the new employee Example Employee 9 Tony worked for 6 months from 1 June to 30 November His total sales amount to 20 000 Should you overwrite the name of employee 9 to Jack new employee when taking an Item Report by Employee you will have sales of 20 000 between June and December However the archive and historical data of transactions remain as they should under the name of the original employee as these cannot be altered or modified There are a total of 900 employees in the system the likelihood of running out of employees is therefore minimal Maitre D software serves you better Page 99 of 135 Maitre D Promotions From the back office select Point of Sale Control Click on Promotion Setup EL Point Of Sale Control Home Paga Point Of Sale Contro Below is a list of promotions there is a maximum of 50 promotions available Promotion Description E OF staff food 10 Aali sis goood Add fo COCK all LIL L Free bud Dagnoa Pree hat bers OOOO The promotions in your program have already been set up by your Maitre D consultant Maitre D software serves you better Page 100 of 135 Maitre D However you may wish to add promotions discounts yourself You can add simple promotions such as 15 off the total bill see example below but for more
50. mployees Description lol M Ies iom Int 97 ccc GN mE eS Lad T Mana Employee Point of Sale 407 To create a new Restaurant server double click on the template or click once and click on Modify Maitre D software serves you better Page 94 of 135 Maitre D Employees Description Id Modify N Employee Point of Sale 196 000186 Ay Employee Point of Sale 188 000188 Empl Point of Sale 190 000150 Employee Point of Sale Employee Point of Sale 192 000152 Employee Point of Sale 194 000194 Employee Point of Sale 196 000156 B8 Hest Server a Pe Manager Press the Crtl and Insert keys on your keyboard Click on OK Employee 196 Rest server Ho EET zi s POS Operation Eg Option E Bar Interface Name Rest server E Report is Function Passwond Eg Function E Function Special Password Eg Function Eg Function Employee Record Undefined Now double click on the first available employee or click once and click on Modify ADIN LILILILI z Employee Pont of Sale 13 000015 Employee Point of Sale 16 000D1E Employee Point of Sale 18 DOCET B Press the Shift and Ins keys on your keyboard Maitre D software serves you better Page 95 of 135 Maitre D Employee 15 BEE fg POS Operation Bg Option Bh Bar Interface E Re
51. ne font size and alignment of text Description refers to the button description NOT the sales item description Wrap text option to use 2 available lines Maitre D software serves you better Page 59 of 135 bd ia Maitre D Bottom Left and Top align options are used to display description accordingly otherwise center alignment is used 1 E Y E ma d i y 96 Libet Die y Button Layout Tot Forat ken Setup fora Desxyten Late Der Fort Lange iat m Wwe lat Agnmert Better aig et n OK Ove v mE Icon is the option to add images to buttons These images are predefined in the system If you require images not available on the predefined list you will need to contact your Maitre D consultant Click on Apply and OK to Close Variable lists item classes and preferential screens can also be assigned See the variable list assigned on Main screen below Maitre D software serves you better Page 60 of 135 The option Sorted will arrange the variable list in alphabetical order The option Fixed list keeps the list on the screen to allow ordering of multiple items un check it if you wish to return to the main menu after selecting only one item Command Setup Button Layout Text Format i Icon Setup Command Type items course discount Command seeks 0 Usage Pum Revenue Center Main bar
52. nue H 50cl Coke Ocl D Coke Soft Drinks Revenue 50d Fanta Soft Drinks Revenue 50cl Sprite Soft Drinks Revenue e 75d Coke Soft Drinks Revenue pe 75d DjCoke Soft Drinks Revenue H 75d Fanta Soft Drinks Revenue e 75d Sprite Soft Drinks Revenue Apple Pie Desserts Revenue Beaujolais Villages 1 Fine Wines Revenue p Bloody Mary ocktails evene e Bordeaux Rouge Fine Wines Revenue Bru Budweiser Etl Beers Revenue Burger Meal Combos Revenue e Cappuccino Hat Beverages Revenue 8 Chablis 2 Fine Wines Revenue Chardonnay Fine Wines Revenue B Cheeseburger Light Lunches Revenue Maitre D software serves you better amp 35m Sprite Saft Drinks Revenue 8227 T NB The functions will be explained in more details in the next chapter Id 006045 O08 338 008163 008166 Du8313 D08243 Dn8311 ngz41 MEE gagga Page 13 of 135 Maitre D You can also use the filter options If you have more than one revenue center set up you will be able to choose from the drop down list It will only display items associated with this particular revenue center The default option is set to All Revenue Centers 77 Revenue Center a revenue center is an area where sales are generated and is set up by your Maitre D consultant from the information supplied Search Group by N You can filter by divisions The default option is set to All Divisi
53. ollowing This indents the remark on the check below the main sales item for easier reading in the kitchen however this is not necessary Click on Apply and OK item 8382 7822 gt cream_2 Bi yg iter p Item E EE Function E Options Description amp f amp Links E amp Counter E Configuration Regular E White Wine Alternate Point Of Sele Control mm Ran gt gt Maitre D software serves you better Page 65 of 135 Maitre D Enter description and click on Apply and OK Item 8383 7834 gt white wine 3 E Function Fs Options Description fg Links Tey Counter Fg Configuration Regular Tomato Garlic Alternate The modifiers have been created The next step is to create a variable list Click on Screens and Variable List Set up 2n Point OF Sale Control THome Page Point Of Sale Control Maitre D software serves you better Page 66 of 135 Maitre D Click on Add Dj Variable lists Description m Side choice Dressings DOO Add Specials DODDD4 X Pasta sauces OO0006 Pz tops oo0008 Hot bevs 000010 Desserts o00012 Dessert mods 00001 4 Type in description and add the modifiers to the variable list Desorption Lngure sauce Mee o9 TE use Fix Layout d Tomate Gare Item Number Record 1502 co tanta 02220 Sri ch
54. ollowing window Sales lemi Ab Revenue Cortes A Oivsions F gt Chefs Salad E gt Pries SIEG aIpnaDeucany wan p oe Cream Desserts gt Mare as in the example here taadtiers l Mex Sauce Modhe s Mode 003341 cmm Mushroom Pr Topps Modi we 0083966 There are different ways to search for an item First you can type the beginning of the word in the Search text box the system will display all items containing the sequence of letters you have typed Search Group by Filter a agu Item PLU Division Function Id Burger Meal Combos Revenue 008369 Cheeseburger Meal Combos Revenue 008370 Hamburger Light Lunches Revenue 008013 Type one or more letters and eventually the item you are looking for will display in the window Search Group by Division Function Maitre D software serves you better Page 11 of 135 ia Maitre D You can also use the Group by option by default it is set to Items but can be changed to either Divisions or Functions When selecting Divisions the following window will display Search Group by BED H Grill Division Light Lunches H Pasta Modifiers Hot Beverages H Draught Beer Fine Wines Cocktails Specials H Combos Divisions Click on the of the division the product you are searching for belongs to It will
55. ons Search Group by Filter All Divisions Etl beers Item P Corona Etl Beers i Miller Lite Etl Bee Division Tul rs You can also filter by Functions The default option is Revenue Search Group by Filter Items Item i Corona Maitre D software serves you better Page 14 of 135 Maitre D Double click on the item you want to modify the following window will display The text box Regular displays the item description as printed on guest s checks and back office reports To modify prices select Configuration ltem 6241 7938 Budweiser sf E E Function lE tem Eo Options Description a f Links Ez Counter a Configuration The window displayed will show the prices of the item for all revenue centers and modes where applicable In this example the item is sold both in the Bar and Restaurant revenue centers across 3 different modes Modes Modes define time periods for reporting and pricing purposes such as Lunch Happy Hour and Dinner Hem 82417 7938 Budweiser Mode Happy Hour Larver Lunch Maitre D software serves you better Page 15 of 135 Maitre D Double click a revenue center and mode line or click once and click on Modify Item 6241 7938 Budweiser Revenue Center Bar a f Inventory Mode Dinner E Extra Price Cost Cost Profit Special mode Surcharge Extra Points Maitre D software serves y
56. ou better Page 16 of 135 0 Bg Function Zt Options Add ER Links Dinner ails 0 Bg Counter appy Ho Lal ENTE Bar m 350 Restaurant Dimmer BD ua um 35 You may need to modify the rest of the prices for the other modes and revenue centers Click on Copy liom 8241 79438 Budweiser e Fal Iker Cantiguratia Cay Function H Gh Options Revenue Center Add Em hl Links Dimmar Sf Counter Configuration J50 Modify Restaurant Happs Hour OOo Delete Besauan mt Cop Dk cancer pps Select the appropriate revenue centers and modes and don t forget to check Replace existing otherwise the prices would not be modified Click OK Maitre D software serves you better Page 17 of 135 ltem 8241 7938 Budweiser Sfi Item 0 sgh Function Sh Options cfi Links 0 Bg Counter esbaur ant Take Away Click on OK to confirm and Exit item 482741 1 938 budweise Maitre D Et Configuration Revenue Center Mode DINNER S Cancel Replace Y Maitre D software serves you better Page 18 of 135 As an alternative prices can be changed line by line This might be useful if you are modifying one price only and as a result do not need to copy to the other revenue centers and modes Select the item and click on the to display all prices and select appropriate mode form the list you can double click or highlight and click on Mo
57. port iin fig Function Password a EE Function 2 Bi Function 3 Special Password OOOO O k 5 Function 4 Undefined 88 v 3 fas Function 5 Employee Record Undefined Press snit D and D Click on Yes when prompted to copy Employee 15 amp fi POS Operation gh Option gh Bar Interface S rco a E Function 2 Maitre D software serves you better Page 96 of 135 Maitre D Highlight and type in the server name Click on Apply and OK Employee 15 E Setup ES POS Operation fs Option E Bar Interface Name fay Report L Function acces fs Function 2 ig Function 3 Special Password fs Function 4 E Function 5 Employee Record Undefined It s done The new employee has the same set up as existing restaurant servers and you do not need to configure the options or functions Employees Description PD LZ LZ 291 101 8 Sarah DOO no0004 Martin OOO006 Dans James 000010 Robin DOO 2 Se OT BPo of Sale H16 AOC Employee Point of Sale 18 000018 Employee Point of Sale 20 OOO020 Employee Point of Sale 22 NER Employee Point of Sale 24 000024 Employee Point af Sale 26 OO0026 i Emolovee Point of Sale 26 oooo2s Maitre D software serves you better Page 97 of 135 It is possible your Maitre D consultant might also have created a number of emplo
58. pp Last Closing Date 01 14 2008 The last closing date in Maitre D Maitre D is up to date the next EOD will close the accounting day of the 15 this will normally take place early morning on the 16 If you do not check the EOD is up to date you could end up with 2 or more calendar days in one accounting day See below Date and Time Properties Date amp Time Time Zone Date January Current time zone GMT Standard Time oc Wecana ae Today s date Last Closing Date 01 13 2008 A The last closing date in Maitre D If you do not perform an EOD the sales from the 15 will also be part of the accounting day of the 14 the 14 being the current accounting day in the example above In this case it will not be possible to separate the sales for the 14 and 15 Your reports will show the sales for Monday and Tuesday combined on the accounting date of the 14 REMEMBER to always check your EOD is up to date Maitre D software serves you better Page 9 of 135 Maitre D Modifying item prices From the back office select Point of Sale Control and click on Item Set up Oe Fite Bi Sila Fle We Tools Help Point Ot Sate Control u Point OT Sale Control Home Pape Fie We Eployees Revenue Cerber Socens Workstation Payments Frequent Dire Repot Help Point Of Sale Control Maitre D software serves you better Page 10 of 135 Lo The sales items are displayed in the f
59. re common division categories Maitre D software serves you better Page 34 of 135 o Maitre D Variable Lists and Item Classes Variable Lists From the back office select Point of Sale Control Click on Screens Click on Variable list setup Maitre D Back Office Maitre D software serves you better Page 35 of 135 Maitre D EL Point Of Sale Control Home Pape we ae Fretes enrdysi Screen Setup Screens Layout Sebup Point Of Sale Control Variable lists contain sales items which can be ordered from the POS The following window displays the variable lists To add a new item to a variable list double click on the appropriate list or click once and click on Modify Variable lists Description Id Dressings Dono Specials Donona4 i Pasta sauces CIODODES Pz taps Donaps i Hot bevs 000010 i Desserts ngoni z Dessert mods 000014 Click on the next available space Maitre D software serves you better Page 36 of 135 Maitre D Variabio lists Bb Click on the drop down menu and look for the sales item you wish to add to this variable list Description Eti Beers use Fix Layout add Item Number Recoti Note Item is selected by default Item Class will be explained in more details later in this chapter Click on OK Maitre D software serves you better Page 37 of 135 Maitre D Variehio lista 1 You can also type the first
60. rom Password A geanword j winct amp d to give the ereoiopew eccass tc the tetas end offers Wet her eddes oretetber se heiste iegs 7 t tre sorketeter The pagea con coctoree ne many af fice tite S5porsal Password Serve a6 Pasenorad except Mat i w used for specific furctors seem es resdeog rong of The coy rapina wort ett That ere Sore et erasiaivan Sy Ihe emporte Employee if you are usog Te Tise b Arreodaece module select tee the esoiosee recor T6 I Ihe F 0 6 explore bs Ties T accanoms rere For general information on Maitre D and other products and services from Posera Software Inc please visit our websites at www posera com and www maitredpos com Maitre D software serves you better Page 135 of 135
61. software serves you better Page 131 of 135 o Maitre D One of my POS terminals is down If one of the POS terminals is not responding the network cable may be unplugged In the first instance check and verify all the cables are properly connected If all cables appear to be connected but the POS terminal is still frozen then proceed to restart the POS terminal It will restart the POS network services You may also need to check the status of printers if the POS terminal has one or more printers attached as devices Make sure the printers are switched on and operational Please note te During the installation of your Maitre D system please make sure you keep a note of the location of the network switch This is the nerve center which connects all the POS terminals with the back office and manages all the data transfer A THIS NETWORK SWITCH MUST ALWAYS BE SWITCHED ON A Your Maitre D consultant will have pointed out during the installation the location of all hardware cables network points network hub switch as well as demonstrating operations such as printer resets closing and restarting a POS terminal and re booting the main server This is extremely important to ensure the reliability of your POS system u 7 WHAT I MUST KNOW ABOUT MY POS SYSTEM Location of network hub switch Connection of Back Office computer to network Connections of all POS terminals to network sockets Connections of all printers both
62. tem Class and Preferential Screen Maitre D software serves you better Page 56 of 135 Maitre D Revenue Certe Main b Listed below are the available types and commands Other types and commands required on a preferential screen other than those highlighted below would need to be set up with the help of your Maitre D consultant p Command Setup Button Layout Text Format N lcon Setup Button Appearance Screen Color Order 4 gt Graphic Button Standard 3D Border Bottom expand Right expand aS i Stew Maitre D software serves you better Page 57 of 135 Maitre D pe Command Setup Button Layout Button Layout z Text Format Icon Setup Button Appearance Soson coor Oae ERE Button Function Ye Button Function Selected Button List rcl y esa Click to drop gon Z Options Button Logon Selected down list of Button Medium graphics Bc Button Medium Selected Button Small VET M mdi Standard Selected Panel Function Sa X Panel Logon m 3 The option 3D Border is set to display the button with a three dimensional border P4 F3 Bar j 3D Border 4 _ Sobor scarce F Rit expand F F Right expand vi Bottom and Right expand increases the button size on the preferential screen Maitre D software serves you better Page 58 of 135 Format is the option to defi
63. tem class ltem 8379 7835 Minestrone Mruncton i E Options Function Fig Links ace Ri Counter Function Revenue v E Configuration Division Starters v CVM Color Use default v Main Combo Item C Open Description C Open Price You can create a new item class by clicking on Add Maitre D software serves you better Page 47 of 135 ltem Classes Description Pizza Dna Sides OOO004 Beverages OOOO0E Light lunches Danaos i Pasta 000070 Grill DOO 2 Cocktails OOOO 4 Type in the description and click OK ltem Class Record 15 O LLLI CI119 aaa CES CL Description Seafood 00 Tyru Zoo AA ltem Classes Description Id Pizza Dorn Sides Dana Beverages QOO Light lunches OO0008 i Pasta 000070 Grill OO00 2 TETI NN uu DOCET 4 Maitre D software serves you better Page 48 of 135 Maitre D Y NB When duplicating items remember all the options are copied to the new item including the item class the sales items are linked to While this may be desirable for some sales items it might not always be the case See the examples 1 and 2 below Example 1 creating a new sales item in the Seafood division ltem 8378 7873 Prawns black bean sc oc Options Function E fig Links pU Functian Division C M Color Use default hal Sales item is duplicated to create
64. the previous chapter the window will display all the sales items The easiest way to add sales items is to duplicate an existing one Sales ltems Al Reverue Centers w A Deasors 48 Farctore D m 1 gt Anchovies gt Baked Potato gt Coosa Salad I Mimare gt Me Sauce poe room gt No Cream o No Garnish j gt Omon Rare For example if you wanted to add a new bottle of beer just filter on the appropriate division gt Btl beers Sales Items Search Group try Mie M Reverue Certers w teris v Bel beers v M Functions w Rem RU Dien Function Id Corona Ii Beers Revenus Oo0nz40 Mosty sas Renove Maitre D software serves you better Page 22 of 135 Maitre D Click on Yes in the prompt box Fites Al Revena Certers fel beers Functions Highlight the current description and type the new description Alternate is used only if you want to print a different or abbreviated description on kitchen bar printer checks Item 8374 7874 Miller lite_2 Iz Function IE Options Description efi Links Ig Counter gh Configuration Alternate By duplicating you can go straight to Configuration and input prices The Function Options Links and Counter will not need configured as you have duplicated from a similar existing item ltem 6374 7874 Miller lite_2 Description
65. to customise order screens Chapter 7 Modifiers deals with the configuration of remarks required after selecting specific sales items to ensure correct information is displayed on checks Chapter 8 Employee Setup and Configuration details how to add and manage employees Chapter 9 Promotions explains the options available for basic promotion Chapter 10 11 and 12 Messages explains how to modify messages on receipts pos terminal and how to create employee messages Chapter 13 Backups describes how to fully backup your system Chapter 14 Report Center gives an overview of the report center module Chapter 15 Troubleshooting will show you basic tips on how to diagnose basic system problems Maitre D software serves you better Page 2 of 135 o Maitre D Table of Contents Checking the End of Day EOD has been done 4 Modifying Item PEICBS nias a ER RR AR URNA DDR E RKRER AR REB US VERNVEP ME EVA 10 Creating New TEGImISs osi E RERUENEN ERU UIER VERTU XMERUN NER EV ROINNES 20 DIVISIONS corosar 33 Variable Lists and Item Classes 35 Preferential SCIONS uineis iuasa xa Eaviku wi au Dua RUE Vw EK UM EE EAR Eu RM RET 51 MOGITIGES ics nid ia ca xxREFENEREASERESEIXIENERESIN RN EKXESRSRIESEEXKIUN MM RIES 63 Employee Setup and Configuration 85 PEOMOUIONS sasevetnesansnsccesecuceessasnscvewacavaewasbednswaswneemsbs
66. ves you better Page 127 of 135 Maitre D In the Sales section the most commonly used report is the Sales Consolidated Report selector Ge Permanent f PLU Sales Summary Invoice Delivery PLU Sales Summary by Division oe Sales Consolidated per Item and Mode by Transfer File Lol PLU Sales Summary by Item f Sales consolidated with Discount by Categ Configuration e PLU Sales Summary by Revenue center Le Sales per Division by Revenue center Cas Price override report E Sales per Division Category by mode Cad Sales by drawer D Sales per Division Category by Revenue ci e Sales by shift e Sales per Item and Mode by Division Sales by T able we Sales per Item and Mode by Revenue cen x Select Last day to view yesterday s sales Raport Cantar Report Filter Sunay Ve Last day Monday Jarump 14 2008 LJ Dat ummy Her You can filter anduse 7 15 these options to hai Caent day generate reports uj Lj wekb n L LJ Mende summ Hes amp LL Porod tma Hes O Annos summary Kee tei Custom Gate You can also select weekly monthly etc Custom lets you choose a start and finish date See example on next page gt Maitre D software serves you better Page 128 of 135 Maitre D Example Custom date E I UE Heport File Cusio Gate oj Deb summa hiss LJ axe e aJ 2007 ls Current day d Lat dy o Weebly summary bier 1 Morty summary ies Lj Penod summa fles e Arrasi summary
67. yee templates ready for use in addition to the generic ones In this case just double click relevant template and type the name of new employee as described above See below Employees mets Modify If you do not have any templates you will need to create new employees by selecting an empty record and making sure all the options and functions are set up properly U Remember you can always look at existing employee records and check all the options and tabs and replicate the settings on your new employee Employee 17 E Bar Interface E Report alis 2 iE Functian Password E FRIES Undefined wj i 23 You can check the way these options and functions should be set up from similar existing employee record It is not recommended to delete or overwrite an employee record Maitre D software serves you better Page 98 of 135 o Maitre D The correct procedure for terminating employee records is to add a description such as ex or old for example See below Employees Description VILILILIL TS ono004 nnna Stephen JUU s artin ald OUOOU6 i LiB z Employee Foint of Sale Employee Point Point of Sale 20 Employee Point nnpn2g What happens if you re use an existing employee record 2 The name of the employee will remain in the archive detailed transactions and historical files on your Maitre D system But the sales of the employee wi
68. yee to work on all the POS but could be set to restrict the employee to work only on POS1 for example This option is seldom used and we recommend you contact your Maitre D consultant before using it Click on POS Operation Employee 1 John E Setup P SHFIGSIGI Tips Declaration E Function Cah Function i re Function E Function Click on Option explanations for the options below appear on the next page Maitre D software serves you better Page 88 of 135 o Maitre D Employee 1 Rest server E Setup rz Optio zi is POS Operation 9 Option S9 Bar Interface EE Report c fi Function Training E Function E Function E Function E Function Punch Main Language Automatic Resa aui Co nN Client s Name Y Modify Check amp mount C Release Table Sx Close Button wh Punch is linked to Time and Attendance and is explained in a separate guide Enable the Training option for transactions entered by this employee not to affect your sales About Training when new employees start it is useful to enable the Training option but DO NOT forget to disable it when the training is complete Main Language displays POS screens messages in the main language selected in the general configuration It MUST be enabled otherwise the POS screen messages would display in another language either French or Spanish Automatic R
69. you MUST select an option because the minimum in the weight modifier is set to 1 If you click on Cancel the sales item is cancelled Rest Ser TABLE 1 Custom 1 Select one of the options Rest Ser TABLE 1 Custom 1 8 75 The screen comes back to the seafood list selection because the maximum in the weight modifier is set to 1 Rest Ser TABLE 1 Custom 1 1 Crab Linguine 8 75 TOTAL 8 75 See examples below of other weight modifiers configurations 2 modifiers are required for the Steak Cook the first will bring the cooking options and the second the choice of side dish Setting Min and Max to 1 will force a choice of a cooking option and a side dish This information will print on the kitchen printer F Weight Modifiers Record 1 Description sitet Mere Preferential Ke Minimum I asimum Free y Modif 1 o Modifier 2 Modifier 3 Undefined vE Undefined v 0 T J Maitre D software serves you better Page 77 of 135 Fah Price and Cast Regular Modifier Modifier 1 Undefined EH Modifier 2 Undefined EHI Weight Modifier Weight Mad Steak Cook EH Rest Ser TABLE 31 Custom 1 MODS Maitre D software serves you better Page 78 of 135 Rest Ser TABLE 1 Custom 1 an RestSerTABLE Custom 1 ANY STEAK TOTAL 2035 TOTAL 20 95 Another example of a weight modifier configuration is to set the Min to 0
70. your Maitre D consultant only preferential screens can be customized Screen Setup Maitre D software serves you better Page 53 of 135 To add a new Sales item to your bar drinks screen you can right click and copy an existing button already on the screen Delete Default look Properties Right click on an empty space and click on Paste 2 LT an I a Bn Ut LC Pes VUL P Cut Copy _ Paste Delete Default look Properties Maitre D software serves you better Page 54 of 135 Double click on the copied button or click once and click on Modify m Maitre D software serves you better Page 55 of 135 i i Maitre in 080 oean order commend setup 6 Command Setup Command Setup The new sales item will be available for selection on the POS screen As we have copied this button from a similar one i e another bottle beer we have the same set up and color etc Sehen Setup ipu Previous Ne j Small Wiad Cancel Clore However let s briefly explain the other options in the set up of buttons Command Setup is the option to set the type for buttons and in turn the type selected will list the commands associated as shown below The most common type used in screens setup for buttons is Items course discount The most often used commands are Item Variable List I
71. z Extra Printout 41 Printout 2 Printout 3 Printout 4 Printout 5 Printout HE Printout 7 Printout 88 EE Enlarged Enlarged Enlarged C Enlarged Enlarged Enlarged C Enlarged Enlarged Printout 9 Priority ol Enlarged Printout is the option which allows you to select the remote printer this item should print to The Enlarged option will print the sales item in bold characters Click on Modifier ltem Configuration 329 1147 Heineken Happy hour fs Price and Cost Ez Option Regular Modifier 9 Weight Modifier Weight Mod Undefined v Level modifiers Level Mod Undefined v The Weight Modifier option is where to define the link to a weight modifier The default option is set to Undefined Maitre D software serves you better Page 31 of 135 Maitre D Regular Modifier is rarely used anymore This concludes the set up of your new sales item Item 6313 7997 Heineken cfi Item l gh Function af E Dinner PO de aunter Lunch Bgh Configuration Happy Hour Restaurant Lunch a AL To close the window click on Apply and OK Shee heres Al Revere Carters Mi beers Al Functions RA Ex As you have seen creating a new item is straightforward and should be trouble free providing you have duplicated from the right sales item

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