Food & Beverage Enhancing the Dining Experience: Floor Management 201

Transcription

1 Food & Beverage Enhancing the Dining Experience: Floor Management 201 Webinar Topics Introduction... 3 Managers Menu... 4 Use This ID and Select Employee Buttons... 5 Quick Transfer... 7 Reporting from the POS Review Open Checks Query By Tables Unlock Tables Items... 20

2 Locked Items Daily Items End of Day Procedures

3 Introduction This webinar is designed to bring new Floor Managers quickly up-to-speed with the manager menu, daily and locked items and the end of day procedures available in Food & Beverage. It is also an excellent review for current managers. Before attending this webinar, attendees should have a good working knowledge of Server functions at the Point of Sale, such as placing orders, printing checks, and closing multiple guest checks. 3

4 Managers Menu The Point of Sale (POS) portion of Food & Beverage has many powerful tools specifically for managers. The manager can use his/her own ID or assume the identity of another server in the system to help during busy times. A quick table and/or server transfer can be completed directly from the manager s menu window. (Refer to the Table and/or Server Transfer section of this guide for details on this feature.) Up-to-the-minute sales data can be quickly reviewed. Labor reports can also be reviewed by the manager at the POS. All the open checks for all the servers can be displayed on one screen and the manager can access the check directly from that screen. A table review can be completed and any tables accidentally locked in the system can be unlocked by the manager. Managers can also quickly add items to the 86 Items list from the POS saving valuable time. 4

5 Use This ID and Select Employee Buttons During busy times, the manager may jump in and help enter guest checks. For proper credit, the checks need to be entered under the appropriate server number. If the manager does not know each server number, there is a quick and easy way to get the check information assigned to the appropriate server. NOTE: Use the Use This ID button from the Manager Menu screen to work on guest checks and tables using your own management ID number. Assuming a Server s Identity 1. From the User ID screen, touch your management ID number. 2. Touch Done. The Manager Menu screen appears. 5

6 3. Touch Select Employee. The Select Employees screen appears. NOTE: Clocked-in server buttons appear in a darker gray color. 4. Touch the appropriate employee s button. The selected server s assigned dining room layout appears. 5. You are now the selected server. Complete the necessary check changes or additions. 6

7 Quick Transfer The Quick Transfer button on the Manager Menu screen is a fast way for the manager to process a transfer of one table and/or server to another table and/or server. NOTE: With the transfer options, sales and service charges are credited to the appropriate server. In other words, whichever server rings the transactions receives the service charge. Using the Quick Transfer button on the Manager Menu 1. From the User ID screen, touch your management ID number. 2. Touch Done. The Manager Menu dialog box appears. 3. Touch Quick Transfer. The Quick Transfer dialog box appears. 4. Touch the table number from which to transfer. 7

8 5. Touch Done. The next Quick Transfer screen appears. NOTE: If you know the ID Number and not the server name, touch the ID Number button and select the appropriate number button from the list. 8

9 6. Touch the new server button. NOTE: If the server is not changing, touch the current server s highlighted button. The Select Button table layout screen appears. 7. Touch the table to which the check is transferring. NOTE: If a new server is picking up the existing table, touch the Table XX button at the bottom of the screen. In the example above, the button is labeled Table 92. The Verify On-Line dialog box appears. 9

10 8. Touch Transfer. The Transfer OK dialog box appears. 9. Touch Transfer OK. The table/server transfer is completed. 10

11 Reporting from the POS As a manager you can quickly display and print sales data from the POS terminal for all or specified cost centers and meal periods. Displaying Sales Data 1. From the User ID screen, touch your management ID number. 2. Touch Done. The Manager Menu screen appears. 3. Touch X Readings. The Select Cost Centers screen appears. 4. All cost centers default selected. If this is not what you want, touch the cost centers on which to report. 5. Both open and closed checks default. If this is not what you want to report on, touch either Closed Checks or Open Checks for your report. 11

12 6. Touch OK. The Time Periods screen appears. 7. Touch the time period button on which to report. The Department Reading report appears. NOTE: Touch the Enter Time button to enter a unique time not available on one of the other buttons. In addition to generating a unique time period, the Enter Time button can be used to generate a report of all available time. To do this, touch the Enter Time button and then touch Done without making any changes to the Start Time dialog box. A report of all time periods appears. Use the following table to determine button usage: Button Depts Catgs Description Touch this button to display the sales report information organized by department. Touch this button to display the sales report information organized by category. 12

13 Button Profit Center Payments More Reports Time Slots Transfer Reports Entrée Count Graph Print Done Description Touch this button to display the sales report information organized by profit center. Touch this button to display the sales report information organized by payments. Touch this button to display the Time Slots, Transfer Reports, and Entrée Count buttons from the main screen. Touch this button again to toggle back to the main reporting options. Touch this button to display the sales report information organized by time period. Touch this button to display a new screen with table/server transfer information. Touch this button to display a new screen with a count of either all menu items or all entrees sold. You can also view this information by time period. Touch this button to view the report data as a pie or bar chart graph. Touch this button to print the report data to the receipt printer for the POS terminal being used. Receipt printers unable to print graphs. Touch this button to return to the Manager Menu dialog box. 8. When you have finished reviewing the report data, touch Done. The Manager Menu dialog box appears. 9. Touch Done to exit the Manager Menu. 13

14 Displaying Labor Report Data 1. From the User ID screen, touch your management ID number. 2. Touch Done. The Manager Menu screen appears. 3. Touch Labor Report. The Pay Classes screen appears. 4. All the Pay Classes default as selected. If this is not what you want to report on, touch the appropriate pay classes for your report. 14

15 5. Touch OK. The Select Cost Centers screen appears. 6. All the Cost Centers default as selected. If this is not what you want to report on, touch the appropriate cost centers for your report. 7. Both open and closed checks default. If this is not what you want to report on, touch either Closed Checks or Open Checks for your report. 8. Touch OK. The Time Periods screen appears. 15

16 9. Touch the time period button on which to report. The Selected Pay Classes report appears. NOTE: Touch the Enter Time button to enter a unique time not available on one of the other buttons. In addition to generating a unique time period, the Enter Time button can be used to generate a report of all available time. To do this, touch the Enter Time button and then touch Done without making any changes to the Start Time dialog box. A report of all time periods appears. 10. After reviewing the labor report information, touch Cancel. The Manager Menu dialog box appears. 11. Touch Done to exit the Manager Menu. 16

17 Review Open Checks Through the Manager Menu dialog box, you can view all the open guest checks for all the servers at a glance. Reviewing Open Checks 1. From the User ID screen, touch your management ID number. 2. Touch Done. The Manager Menu screen appears. 3. Touch Open Checks. The Open Checks screen appears. Use the buttons at the bottom of the window to sort the open checks, move through the check screens, open a check and look at the detail, transfer several checks at one time, print an open check summary, and view a simple check report. 4. When you have reviewed the open check information, touch Close. 17

18 Query By Tables If you want a quick look at the status of each dining room, use the Manager Menu and view each table layout using the Query by Table button. This is also how you access tables to unlock tables that may have become accidentally locked. Open checks can also be reviewed through this option. Querying by Table 1. From the User ID screen, touch your management ID number. 2. Touch Done. The Manager Menu screen appears. 3. Touch Query by Table. The Query/Display Table screen appears. The color coding at the left of the window describes the table status. Touch the Auto Update button to toggle between the update times available. 4. To quickly view a table, touch the Table Number button and enter the table number for review. 5. Touch Previous or Next to move between the dining rooms. 6. To enter a check and review the details, touch the table on the dining room layout. 18

19 7. When you have completed your table query, touch Cancel to exit the screen. The User ID screen appears. Unlock Tables Occasionally a table may lock if there is a power outage or the system goes down while a guest check is open at the POS. The server is unable to access the table to edit or close the open guest check if it is locked. A locked table appears with the word Lock below the table number. Unlocking a Table 1. From the User ID screen, touch your management ID number. 2. Touch Done. The Manager Menu screen appears. 3. Touch Query by Table. The Query/Display Table screen appears. 4. Click the locked table. A message appears. 5. Click Unlock. The table is unlocked and the Check Menu screen appears. 19

20 86 Items There are times during a busy dinner rush that different food and beverage menu items sell out. It is necessary for you to quickly notify your servers of the 86 d item. You can quickly update 86 items directly from the POS terminal and the system immediately updates the 86 item list without rebooting. Adding 86 Items 1. From the User ID screen, touch your management ID number. 2. Touch Done. The Manager Menu screen appears. 3. Touch 86 Items. The 86 Lock Items dialog box appears. 4. Touch Continue. The Main Menu screen appears. 20

21 5. Navigate through the menus and touch the appropriate item to 86. The 86 d Reason dialog box appears. 6. Touch the appropriate reason. NOTE: If you 86 an item with a forced modifier, you must select a modifier (for example, Medium Rare). Select and delete only the modifier from the guest check before touching Send. If you do not delete the forced modifier, it is also removed from availability. To 86 a modifier, select any menu item with this modifier and then select the modifier to 86. Select and delete only the menu item from the guest check before touching Send. 21

22 7. When you have touched all the new 86 d items, touch Send. The 86 Lock Items dialog box appears. 8. Touch Yes-Lock. The User ID screen appears. NOTE: Whenever there is a change to the 86 items list, the 86 Items button on the dining room layout screen flashes in red for 10 minutes to attract attention and tell the servers that there is a change to the list. Also, the menu item button of an 86 d item in the menu screen is not active. Generally, the button is black with red text. 22

23 Locked Items Locked items are those items that are temporarily removed (86 d) from the current menu. Maintaining Locked Items 1. From the menu bar, select Menu Items and then select Maintain Locked Items. The Maintain Locked Items dialog box appears. 2. From the Categories drop-down list, select the category of the menu item to be locked. 3. From the Menu Items list, select the menu item to be locked. 4. Click Lock. NOTE: To unlock an item, select the item in the Locked Items section and click UnLock. 5. Click Close. 23

24 Daily Items Daily items are those items you need to count down. These can include an item you are running low on or a limited quantity special feature. Maintaining Daily Items 1. From the menu bar, select Menu Items and then select Maintain Daily Items. The Maintain Daily Items window appears. 2. From the Categories drop-down list, select the category of the item to be counted. 3. From the Menu Items list, select the menu item to be counted. 24

25 4. Click Add. The menu item is moved to the Daily Items list. 5. In the Daily Items section, select the menu item you just added. 6. Click Modify. The Modify Daily Item dialog box appears. 7. In the Quantity field, type the quantity available to be sold. 8. In the Price field, adjust the price, if necessary. 9. Click OK. 10. Click Close. 25

26 End of Day Procedures End of Day can be customized to fit your needs. Steps 12 through 17 are optional. Please call Support if you would like to deactivate these options. Running the End of Day Process for Entire System 1. Each server clocks-out at the POS at the end of his or her shift. 2. On the designated end of day computer, enter your manager User ID. 3. Touch Done. The Manager Menu appears. 4. Touch Open Checks. The No Open Checks message appears. NOTE: If there are any open checks, they must be closed before you can continue. 5. Touch OK. 6. Touch Select Employee. The Select Employees screen appears. NOTE: Any employees that are still clocked-in display in dark gray. Verify that only the employees still on the clock are clocked-in. 7. Touch Cancel. 8. Touch Terminate System. The Terminate System dialog box appears. 9. Touch Exit. 10. At each POS register, exit Windows and turn the computer off. NOTE: To exit Windows, touch Start. Select Shut Down. Touch OK. 11. From the designated end of day computer, double-click the Food & Beverage Manager icon. The System Manager window appears. NOTE: Depending on how your system is set up, you might be prompted for a password after each menu selection. 26

27 12. From the menu bar, select Daily and then select Open Tables. A message stating no open tables appears. NOTE: If open tables are displayed, return to the POS and close the checks at the open tables. 13. From the menu bar, select Daily and then select Open Servers. A message stating no open servers appears. NOTE: If open servers are displayed, return to the POS and run server reports for the servers listed. 14. From the menu bar, select Daily and then select System Totals. The System Close-Out window appears. 15. In the Actual field for each payment type, enter the total amount collected and counted for all registers. 16. In the Actual field for Member, type the total displayed under the Ideal column. 17. Click OK. 18. From the menu bar, select Daily and then select Post D.S.R. (Daily Sales Report) 19. Click No. 20. Verify the date displayed is today s date. IMPORTANT! Make sure the date is actually today s date! If this is not correct, your accounting postings will be wrong. 21. Click OK. Food & Beverage posts your sales, closes out today s sales file for Member Billing, and prints the End of Day reports. All the reports flash by on the screen. When complete, you are returned to the Clock In/Out screen. 22. Verify that only the appropriate employees are currently clocked-in. 23. Clock-out all employees who should not be clocked-in at this time. 24. Click Exit. 25. To close the System Manager program, click the Close button in the top right corner. 27