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Payment Overview
Taxes
Tax Category
Media Type
Promotion
Tips & Service
Void Reasons
Type in the description for this tax category. Tax Categories are used to group taxes together for reporting purposes. Some examples of description are Food Tax or Liquor Tax.
Description
Enter the Tax Category Description here.
Maitre'D supports up to 10 different tax definitions. You might need to use different tax definitions if, for example, food and liquor in your area are taxed differently, then you would need one tax definition for food and another tax definition for liquor.
Type in the description for this tax category. Tax Categories are used to group taxes together for reporting purposes. Some examples of description are Food Tax or Liquor Tax.
The Media Types option from the Payments menu allows to create or edit a media record. The Back-Office allows as many as 50 types of payment: 1-25 are regular media types, such a Visa and Cash: media types 26-50 are reserved for payments such as tips and employee deposits. With the exception of the description, they must not be changed.
You may program each media type record individually. For example, you may program a specific credit card or gift certificate type. The Back-Office accumulates amounts individually for each type, and reports the amount on Server Financial Reports and/or the Daily Sales Report.
The Promotions option from the Payments menu allows to set up promotions that will be used in the restaurants. There are two types of promotions: Discounts and Coupons. There can be a maximum of 100 discounts and coupons combined in the system. The category you choose determines whether the promotion is a coupon or a discount.
The Tips & Service Charge option from the Payments menu allows to enter information that enables the workstation to calculate tips and limits on automatic tips as well as surcharges based on a number of patrons served.
This option lets you program a list of reasons to be used when a manager voids an item from a POS terminal. When you enable this option, a window appears, and all you have to do is simply type in up to 50 reasons you might have.
The Media Types option from the Payments menu allows to create or edit a media record.
The Back-Office allows as many as 50 types of payment: Payment 1 is reserved for Cash. 2-23 are regular media types, such a Credit and Debit Cards, Foreign Currency, as well as Coupons, Gift Certificate and Frequent Diner redemption. Media types 24-50 are reserved for payments such as Paid In/Out, Gift Certificate sale, Account Receivable, Room Charge, tips, transfers and employee deposits. With the exception of the description, they must not be changed.
You can program each media type record individually. For example, you may program a specific credit card or gift certificate type. The Back-Office accumulates amounts individually for each type, and reports the amount on Server Financial Reports and/or the Daily Sales Report.
Media Type
Setup
Description
Type in a short but meaningful description for this media type. The description is printed on readings as well as on Maitre'D Back-Office reports. It is also displayed on the POS payment selection screen.
Payment Type
Select from the drop-down list whether this media type is Canadian debit, Cash, Cash card, Charge, External gift certificate, Foreign currency exchange, Frequent diner, Gift certificate, Meal plan, PC-EFTPOS Pre-Auto, PC-EFTPOS Sale or other.
Payment Surplus
Select how payment surplus, also called over-tendering, is treated by Maitre'D. Available options are:
Null: This option is used for card payments in environments where tips are not accepted.
Tip entry: This option is used for card payments where the payment surplus is to be treated as tips.
Change: This option is meant to be used with cash and foreign currency where any payment surplus is to be calculated as change that is returned to the customer. This option can also be used with Gift Cards in certain regions where customers can claim unused balance on gift cards.
Identification
Room Charge
Enter the room identification to be used by the room charge interface. If posting of other payments is allowed in the room charge interface, then all the bills paid using this media will be posted to the hotel interface at the specified room identification. This posting will occur during the end of day operation. If no identification is supplied, then this media will not be sent to the hotel system.
Fiscal
Enter the Payment Means number to use from the Fiscal Printer "Spark" Configuration in Russia.
Currency
Exchange Rate
Define the exchange rate between the currency used and the medium of payment by using this function. The rate used takes the difference in the number of decimals for the two currencies into account. For example, to convert $5.00 to LL8000 you can use -1 as the number of decimals, a rate of 1.6, and a monetary sign of " LL ". The rate needs to be 1.6 and not 1600 since there is a 3-digit difference in the number of decimals between the two currencies.
Currency Sign
Enter the symbol representing the currency sign followed by the decimal separator character. The currency sign will appear in front of all currency amounts printed or displayed and the separator will be used to tell where the decimals begin.
NOTE: The separator must be present even if not used.
Example:
USA " $. " $4.95 (with number of decimals = 2)
Other " LL " LL4950 (number of decimals = -1)
Other " FF " FF49,5 (number of decimals = 1)
With a negative number of decimals, no decimals will be used because zeroes are appended to the amount.
NOTE: If this setting is not configured, Maitre'D will use the default that is configured in System Configuration / View / Options / Regional Settings.
Nb. ofDecimals
Enter the amount of decimals to appear in the currency amounts displayed or printed. If there are no decimals but instead there are a number of mandatory zeroes to appear, enter the number of mandatory zeroes as a negative value in this field.
Example:
USA: 2 decimals $9.95
Other: LL9950 decimal = -1
^ Mandatory zero here
NOTE: If this setting is not configured, Maitre'D will use the default that is configured in System Configuration / View / Options / Regional Settings.
Media Limit
Minimum
Enter the lowest amount allowed to settle with this media type per transaction. For example, use this for a media type with inherent fees that make it too expensive for the commerce to accept it on small purchases.
Maximum
Enter the highest amount allowed to settle with this media type per transaction. For example, use this for meal plans allowances that authorize employees to use only up to a certain amount, including taxes.
Cash Discount
NOTE: Cash Discount settings are only available to merchants using the Retail Terminal Interface for Semi-Integrated Payment Applications (RTI-SIPA) plugin (EFT-RTI v 1.0) for Electronic Funds Transfer (EFT) processing.
Cash Discount
Select the discount to be applied to the guest check when a customer decides to pay with cash.
Cash Discount Prompt
Configure the text that will be displayed on the POS screen and on the guest check to identify the total to be paid if the customer elects to pay with cash. the default text is "Cash Total".
For more details, see:
Electronic Funds Transfer Setup
Option
Print Receipt
Enable this option to prompt for a receipt when a check is settled using this media type.
NOTE: The Receipt option in Point of Sale Control / Revenue Center / [select revenue center] / Options / Payment must also be enabled. Also, the receipt will print automatically without prompting for a confirmation if the Print Receipt Without Confirmation option is also enabled in Point of Sale Control / Employees / Configuration... / [select configuration] / Invoice / Payment.hi
Check on Receipt
Enable this option to print the detail of the items on the receipt.
Folio
Enable this option for the workstation request a reference number for this media type. The system uses the folio number for tracking and validation of credit card charges.
NOTE: Enabling the Electronic Funds Transfer option also enables the Folio option. You can then enable or disable the Folio option on its own.
Keyboard Input
Enable this option to display a full keyboard that allows for alphanumeric characters when the workstation requests a folio reference number for a media type, to allow letters in addition to numbers.
NOTE: The Folio option above also has to be enabled.
Included in Report
Enable this option to include transactions settled with this payment type in the Media reports. Otherwise, they will only be included in Sales reports.
Customer Receipt
Enable this option to automatically print two copies of the receipt with a space for the signature.
NOTE: The Receipt Without Amount option must be disabled on the Options Screen.
Tip Entry on Receipt
Enable this option to print lines for tip and total on the customer's receipt.
NOTE: This option is available only if the payment surplus is set to change.
Open Drawer
Enable this option to open the cash drawer for this media type.
NOTE: Assign a Drawer to the employee in Point of Sale Control / Employees / Employee / POS Operation.
Mandatory Confirmation
Enable this option to restrict this form of payment to certain employee configurations who have the Payment Confirmation option enabled in Point of Sale Control / Employee / Configuration / Invoice / Payment. If an employee with this option disabled still chooses this payment type, a keypad appears for another employee with this option enabled to Login and confirm the media and amount.
Auto Adjust Tips on External Order
Enable this option on media types that may require tip adjustment on completion of a delivery order processed through an external ordering service. With this option enabled, delivery drivers will automatically be prompted to adjust tip amounts when completing their delivery orders at the POS, but only if the order was an external order, and only if the order was paid using a media type with this option enabled.
NOTE: This option works only with external orders.
Paid In/Paid Out
Paid In
Media types 26 to 35 are reserved for Paid In and Paid Out. Enable this option for Paid Ins. Disable it for Paid Outs.
Cash Only
Enable this option to only accept Cash to settle Paid In/Out transactions. Disable it to accept any media type.
Icon
Select an icon to display next to the media type description on the workstation.
Maitre'D supports up to 10 different tax definitions. You might need to use different definitions in your area, if, for example, certain items are taxed differently: for instance, you might need one tax definition for food and another one for liquor. The Revenue Center / Divisions section allows to determine which tax definition will be used in each sales item division.
There are 2 ways to calculate tax:
Tax Rate: with this type of tax, Maitre'D calculates the tax based on a percentage rate.
Tax Table: with this type of tax, Maitre'D calculates the tax based on a table of subtotal amounts and their appropriate tax amounts.
Setup
Description
Type the description of the tax definition. The description field controls the grouping of taxes on reports. Some examples of description are "FOOD" and "LIQUOR", or "PROVINCIAL" and "FEDERAL".
Category
Select the Tax Category for this tax. Tax Categories are used to group taxes together for reporting purposes.
Fiscal Identification
Enter the VAT Entry number to use from the VAT Table of the OPOS Driver for Spark 617 TF in Russia.
Tax Type
Select the appropriate tax type for the Québec Sales Recording Module (SRM). If you do not use the Québec SRM, select the Undefined option.
Fixed Tax
Fixed Tax
This field is used to be able to apply a tax surcharge on a specific division, depending on your state tax rules and regulations.
Amount
Enter the fix amount of the tax surcharge.
Rate
Rate
Use the rate field if you are not using tax brackets. The tax laws of your state usually determine this field entry. Maitre'D only uses this rate when the Use tax table option is disabled.
Minimum Taxable
When using the tax rate or tax table, the minimum taxable field is the minimum amount on which the system will calculate tax. If the taxable sales total is less than the amount entered in the field, Maitre'D will not calculate tax on it. If the Inclusive option is enabled, this field is not used.
Special Mode Tax
Two or more revenue centers are identical with the exception of tax. An example is when the Dining Room revenue center is taxable, but the Carry Out revenue center is not.
NOTE: If you do not use this feature, select Undefined.
Upcoming
Use the three Upcoming rate fields if you expect a tax modification to occur in the near future. In the first field, type in the upcoming tax rate, in the second field, type in the new minimum taxable amount, and in the third field, type the accounting date at which the new tax rate will go into effect. Maitre'D will automatically apply the new rate at the predetermined date and replace the Minimum Taxable and Rate fields. You cannot use this field when you are switching from a tax table to a tax rate.
Tax Table
Use Tax Table
If you enable this option, Maitre'D will use a tax table to calculate tax; otherwise, Maitre'D will use a tax rate. Use the Tax Bracket option described below to create a tax table.
Repeat At
Enter the tax amount corresponding to the start of the repetitive cycle of the tax table. A repetitive cycle is when the range of cents taxed starts a consistent pattern. Maitre'D will repeat the tax brackets table starting with this tax amount, after the tax amount set in the Last Entry field below.
NOTE: You must have a value of at least 0.01 in this field, without reaching over to the amount entered in the Last Entry field below.
Last Entry
Enter the tax amount corresponding to the last position of the table to be filled. Maitre'D will repeat the tax brackets table after this tax amount, starting with at the tax amount set in the Repeat At field above.
NOTE: You can have a value of at most 1.00 in this field, without reaching under to the amount entered in the Repeat At field above.
Tax Bracket
Click this button to access the tax table. You will need the sales tax table from your state or local tax agency.
NOTE: Before entering tax bracket information, you must fill out the Minimum Taxable, Repeat At, and Last Entry fields.
Modify
Click this button after highlighting a tax level to modify its top amount. Start with the lowest Tax amount level, and finish with the first Tax amount level where the repeating pattern starts.
To
Enter the highest amount on which this tax level applies.
NOTE: As the biggest (To) amount of each tax level is entered, the lowest (From) amount of the next tax level is automatically set to this top amount plus one cent.
Options
Inclusive
Maitre'D uses this field with a tax rate, but not with tax tables. If you select this option, Maitre'D will include the tax on the check's item line, but it will separate the tax from the total at the bottom of the check as well as on the Back-Office reports. If this option is disabled, Maitre'D will not include the tax in the item's price. Here is an example of how the inclusive tax works. The check shows a tax of 10 cents on a soft drink that is priced at $2,00, as it appears on the item line. However, the Back-Office report will show that the item's actual price is $1.90 and the tax 10 cents (which amounts to the $2.00 found on the item line of the check). Therefore, when setting the price of the sales item, you will need to set the soft drink price at $2.00.
NOTE: Enabling or disabling the Inclusive option also automatically enables or disables the Tax before Quantity option.
Check Total
If you enable this option, Maitre'D will compare the total amount of all items on the check to the minimum taxable amount. Otherwise, Maitre'D will compare the total amount of all items associated with a tax to the minimum taxable amount.
NOTE: Normally this option is not used.
Rounding
Enable this option to round to the nearest cent. For example, 3.2 cents will be rounded to 3 cents, and 5.8 cents will be rounded to 6 cents. Otherwise, Maitre'D will cut off the last digits to form a whole cent. For example, 3.2 cents will be truncated to 3 cents, but 5.8 cents will also be truncated to only 5 cents.
Gross Method
This field applies to inclusive tax only. If this option is enabled, Maitre'D will use the gross method to calculate inclusive tax; otherwise, Maitre'D will use the net method to find out the inclusive tax. Here are a few examples of how the gross and net methods work. The Gross Method
The item price is $10.00. The tax is 7%. Maitre'D uses this formula to determine the tax: 10.00 * .07 = $ 0.70 The Net Method
The item price is again $10.00 and the tax is 7%. Maitre'D uses this formula to determine the tax: 10.00 - (10.00 /1.07) = $ 0.65
Separate Printout
If this option is enabled and more than one tax is applied to a check, Maitre'D will print each amount on a separate line along with a description. If it is disabled, Maitre'D will accumulate the total of all taxes and print the total on one line with the description "TAX". For Inclusive taxes, this option only determines wether the total included tax amount is printed or not.
NOTE: When there are multiple taxes applied to a check, and you only want one tax line to print, disable this option in each tax definition.
Tax Before Quantity
This field applies to inclusive tax only. If this option is enabled, Maitre'D will calculate the tax for a single item, and then multiply the tax by the quantity. If it is disabled, Maitre'D will calculate the tax but only after the price has been multiplied by the quantity.
NOTE: Enabling or disabling the Inclusive option also automatically enables or disables the Tax before Quantity option.
BC Soda Beverages Tax
Enable this option to activate the calculation method that is specific to the Soda Beverage tax applicable in the Canadian province of British Columbia. Enabling this option also allows the use of the BC Soda Benerages Tax options located in the Tax branch of each division.
Apply Tax On
Taxes the Tax
This option is effective only if 2 taxes apply on a division, and only for the tax defined in the Tax #2 field of that division.
If this option is enabled, Maitre'D will calculate the amount of the second tax based on the sales amount plus the first tax. For example, suppose you have to apply a federal tax then a state tax to sales items. If you enabled this option, Maitre'D will include the federal tax in the amount used to calculate the state tax. If this option is disabled, Maitre'D will only calculate the state tax using the sales amount.
Taxable Discount
Enable this option to calculate the tax before any discounts are applied on a check. If this option is disabled, taxes will be calculated on the discounted price.
Taxable Service
Enable this option to calculate the tax on service charges added to the check. If this option is disabled, the Service Charge will not be taxed.
NOTE: The Service Charge is configured in Point of Sale Control / Payments / Tips & Service... / [select revenue center] / Service.
Tax on Delivery Charges
Enable this option to calculate the tax on Delivery Charges added to the check. If this option is disabled, the Delivery Charge will not be taxed.
NOTE: The delivery charge is often considered as a service. In many jurisdictions, the delivery charge is affected by the same rules as a service charge. Delivery charges are configured in the Delivery module.
Tax on Charged Discounts
Enable this option to calculate the tax on charged discounts added to the check. If this option is disabled, the charged discounts will not be taxed.
NOTE: This option has no effect if the tax is inclusive.
Taxable Gratuity
Enable this option to calculate the tax on gratuity added to the check. If this option is disabled, the gratuity will not be taxed.
NOTE: The gratuity is configured in Point of Sale Control / Payments / Tips & Service... / [select revenue center] / Gratuity.
Card Type
EFT Category
Select the payment category code to use with EFT.
Type
Select the type of payment between Cash, Credit, Debit or Other. This field is only required for fiscal printers and sales recording modules. It has no effect otherwise.
Discount Rate
If this media type is for a credit card, type the rate the credit card company charges when you send the credit card invoices. Type a zero if this media type is not a credit card, or if the credit card company rate is paid separately.
Tips Credit Fees
Most credit cards companies charge fees to process the transaction thus not paying the total amount charged. Enter the percentage that you want to remove from tips paid to the waiter using this media type. If you do not want to use this option, leave it to 0.
Electronic Fund Transfer
If this payment medium uses electronic funds transfer, enable this option.
NOTE: Enabling this option also enables these other three options: Hide Card Number, Expiration & Folio.
Hide Card Number
Enable this option to mask the first digits of the card number and show only the last four digits on the voucher for Frequent Diner or Gift Cards, or no numbers at all if this is the Account Receivable payment type.
NOTE: Credit and debit card numbers are always masked regardless of this option.
Show on Merchant Copy
Enable this option to print the card number on the merchant's copy.
NOTE: This option has no effect on EFT card payments (any media type with the Electronic Funds Transfer option enabled).
Validation
If you enable this option, the Back-Office checks if the credit card number entered agrees with certain digits that are always present in credit card account numbers. If you disable this option, the Back-Office does not validate the credit card number. Validation also allows for the card to be swiped directly at the payment screen and be automatically recognized by Maitre'D without having to manually select a card brand.
NOTE: You can override this option from the workstation, by entering a minus sign after the card number. Validation is not supported by EnRoute.
Expiration
If you enable this option, the Back-Office requests the expiration date for a credit card payment. This date has to be entered in the format MM/YY. The system will check for the validity of this date.
NOTE: Enabling the Electronic Funds Transfer option also enables the Expiration option. You can then enable or disable the Expiration option on its own.
Debit Card
Enable this option if this media type is a debit card.
Card Validation
Custom Card
Enable this option if you are using custom cards such as a school student cards that have their own structure and pattern.
NOTE: If Custom Cards are used for Frequent Diner cards and Account Receivables cards, the custom card definition has to be setup in the A/R media type # 49 only, and the Frequent Diner numbers have to include all digits of the cards, even if some leading characters are the same on all cards. The employee have to touch the Frequent Diner button and only then swipe the card.
Number of Digits
Some credit card companies have credit card numbers that may vary in their total number of digits, whereas other cards have a set number of digits. Two fields should be filled in order to validate the credit card number's length. Type the credit card's appropriate number of digits in the first field then type 0 in the second field to specify that this is a fixed number of digits (zero is the default for the second field). Conversely, you will need to enter a number of digits in each field for cards that have two possible card number lengths.
NOTE: The Validation option above must also be enabled.hi
Starting With
Some credit card companies have credit card numbers that may begin with different digits, whereas other cards always begin with the same digits. Four fields can be filled in order to validate the credit card number's beginning. Type the credit card's appropriate first digits in the first field then type 0 in the second field to specify that these are constant beginning digits (zero is the default for the second to fourth fields). Conversely, you will need to enter beginning digits in each field for cards that have different possible card number starts.
NOTE: Since JCB cards can start with a 3 and have 15 digits, and that American Express cards start with a 34 or a 37, and also have 15 digits, JCB absolutely MUST have a HIGHER ID the American Express when first creating them in your Media Types. If JCB had a lower ID, American Express cards would be interpreted as JCB.
Media Type Setup
Media Type Card Property
Visa | 13 or 16 |
Master Card | 16 |
American Express | 15 |
Discover/Novus | 16 |
EnRoute | 15 |
American Diners Diners Club International Carte Blanche | 14 14 14 |
JCB | 15 or 16 |
Visa | 4 |
Master Card | 5 or 2 |
American Express | 34 or 37 |
Discover/Novus | 6011 |
EnRoute | 2014 or 2149 |
American Diners Diners Club International Carte Blanche | 30 36 38 |
JCB | 3, 1800 or 2131 |
Some promotion might be available only for specific period of a day and for specific days in a week. The schedule branch allows to answer this type of promotion structure by enabling the mark related to the period you need, broken down to 15 minutes intervals, for each day of the week tab. For example, a Happy Hour discount could be available only on Thursdays and Fridays from 16:45 to 19:15. If the time is outside these ranges, the discount will not apply. Notice that we gave a leeway of 15 minutes before and after 5 to 7 PM.
NOTE: On the Week tab, partial hours are brown instead of blue.
This option lets you program a list of reasons to be used by a manager when he/she voids an item at a POS terminal. When you enable this option, a window appears, and you simply have to make up a list of 50 possible reasons for voiding items.
Description
Enter the Void Reasons Description.
The Tips & Service Charge function from the Payments menu allows to enter information that enables the workstation to calculate tips according to limits on automatic tips as well as surcharges based on a number of patrons served.
Enable this option to prompt employees to enter their tips at the workstation when closing a guest check. They must then enter the negative amount to be deducted from their net deposit for each transaction.
Enable this option to print on the employees readings the calculation between the cash received and the tips left on credit cards that leads to the Net Deposit amount to be handed in. Otherwise, the calculation is not printed, and the Cash line prints the amount to deposit.
NOTE: If no tip was left on any credit card, only the Cash line will be printed. If the Mandatory Tips option above is enabled, the Tips Calculation is printed as well.
Enable this option for the cashier to pay out tips for the employees. A button will appear on the cashier screen for this purpose.
Example rate #1
Enter a first tip suggestion percentage rate to print on the invoice.
Example rate #2
Enter a second suggested tip percentage rate to print on the invoice.
Enable this option so that the suggested tip percentage rates are calculated on the total including taxes.
Enter in the tip percentage that, when exceeded, prompts a confirmation of the tip amount. If the tip entered at the workstation exceeds the total amount due on the guest check, the workstation requests a confirmation of the tip amount.
NOTE: the Service is not deducted from the amount to tender by the employee, so it remains with the restaurant.
Enter the total amount limit of the check before the workstation automatically calculates the service using the percentage entered in the "Service Charge %" field. The workstation then adds this amount on the guest check.
Enter the number of guests limit per table before the workstation calculates the service automatically using the percentage entered in the "Service Charge %" field. The workstation then adds this amount on the guests' checks.
Enter the percentage to be added as a service charge if the amount of the guest check or the number of customers exceeds the limits entered in the previous fields, such as 15 percent for parties over six people or checks over $200.00.
Gratuity on Bill
Check this option to have the gratuity after taxes added to the bill. A sub-total will appear at the end of the bill and the gratuity will be added under it along with the grand total.
NOTE: the Gratuity is deducted from the amount to tender by the employee, so it remains with the employee.
Check this option to include the discounts in the gratuity calculation.
Enable this option to include the taxes in the gratuity calculation.
Enter the total amount limit of the check before the workstation automatically calculates the gratuity using the rate entered in the "Percentage" field. The workstation then adds this amount on the guest check.
Enter the number of guests limit per table before the workstation calculates the gratuity automatically using the rate entered in the "Percentage" field. The workstation then adds this amount on the guests' checks.
Enter the description to print for the gratuity on the guest checks.
Enter the rate to be added as a gratuity if the amount of the guest check or the number of customers exceeds the limits entered in the previous fields, such as 15 percent for parties over six people or checks over $200.00.
Available
Select this option for this promotion to be available for this Revenue Center.
Click this button to select the entire list.
Click this button to unselect the entire list.
The Promotion option from the Payments menu, allows to set up promotions, which are used in the restaurants. There are two types of promotions: Discounts and Coupons. There is a maximum of 100 discounts and coupons combined in the system. The category chosen determines whether the promotion is a coupon or a discount.
Two tasks must be performed for each discount or coupon:
Create the discount in Point of Sale Control/Payments/Promotions/Promotion.
Set the divisions or items to be discounted in the Point of Sale Control/ Payments/ Promotions
Description
Enter the description of the promotion.
Bar Code ID
Enter the bar code ID of the promotion. This bar code must be scanned before touching this promotion's button on the discount screen.
NOTE: This is useful to scan a coupon cutoff from a newspaper or a discount book, for example.
External Code
Enter the discount code to be used by the external discount manager interface.
Category
| Category | Description | Type | Application Mode | Type |
|---|
Type
Enable the promotion type. Depending on the promotion Category, the available types are: %, $ or Mixed.
Application
Enable the application type. Depending on the promotion Category, the available applications are: Fix if the value is the same for all applicable divisions or items, Open if the value is entered when the check is printed, or Preset if the values are programmed separately for the different applicable divisions or items in the Revenue Center branches.
Rate
Enter the fix or maximum percentage of the discount.
Amount
Enter the fix or maximum dollar amount of the discount.
On Total
Enable this option to apply an "Item by Division" or "Item by Media/Division" promotion on the division total, for European Operation.
NOTE: This option is only available for these discount types.
Activation Date
Enter the date when the discount will become available.
NOTE: For this field to take effect, a future date must be set in the expiration field below.
Expiration Date
Enter the date when the discount will no longer be available.
Option
Employee Discount
Enable this option to exclude this discounts from the Minimum Declaration TEFRA sales calculation. Disable this option to include the discounted amount in the Total TEFRA sales.
NOTE: The TEFRA reports produce tips and service charges for income tax purposes.
Automatic
Enabling this option, Maitre'D will automatically apply a discount whenever a check is printed. Otherwise, Maitre'D will only apply if the server chooses to, prior to printing the check.
Auto. Item Select
Enabling this option on an Item By Division discount, Maitre'D will automatically select all discountable items, bypassing the item selection on the workstation.
Multiple
Enable this option to allow to use the discount in conjunction with other discounts.
NOTE: the Quantity button can be used for Item Discount so that multiple item discount coupons count as a single discount.
Main Item Only
Enable this option to specify that this Item discount applies only to the main item and excludes its modifiers. If this option is disabled, the discount will also apply to any modifier with a price.
Charge
Enabling this option, Maitre'D will add the value of a discount to the check instead of subtracting it. This option can be helpful for cover charges, for instance. If it is disabled, Maitre'D subtracts the value of the discount from the check.
Subscribed Sales
Enable this option to remove this discounts from the sales totals of the divisions that franchises pay royalties on. Otherwise, franchises will have to pay royalties on total sales for these divisions, regardless of discounts.
Remaining Sub-Total
Enabling this option, the entered amount will be used as the sub-total and the discount amount, will be calculated. Otherwise, the entered amount will be the discount.
NOTE: This option is only used with Sub-Total Category, $ Type and Open Application.
Print Coupon
Enable this option to print a coupon each time this discount is applied.
Two for One
When this option is enabled and the discount is defined as an item discount, the discount will be applied to the least expensive item out of two items. If the bill contains more than two items, they will be paired using the most expensive item with the second most. This discount can be used in situations where the second plate is free, or the second plate is at half price. The program automatically selects the items to be discounted.
Many for One
Enable this option to create a "many for one" discount, which works in a similar way to the Two for One, but allows for 3 for 1 etc. After enabling this option, the Eligible Count field needs to be filled with the number of items to be discounted. For example, to create a "Get 5 for the price of 1" discount, enter "5" in the eligible count field.
NOTE: Many For One is not compatible with the Main item Only option. Also, the Two For One and Second Price options will automatically become disabled.
Second Price
When enabled, the discount will be applied to the least expensive items out of multiple items. A fixed price will be applied to the discountable items. These prices could be setup for each items and revenue centers.
Folio
Enable this option to request an alphanumeric folio number (discount reference number) when this promotion is applied.
NOTE: If more then one discount with Folio is applied on the same check, the folios will be requested for each promotion, but only the last one will be printed on the receipt and reports. This Folio can also be read from a magnetic or barcode card from a discount book, or a manager card, for example. The format for magnetic cards is ;1234567890? on Track 2.
Folio Validation
Enable this option to use multiple numerical validation ranges for discount folios of up to 10 digits. When entering an invalid value, an error message is displayed and the user must enter another value.
NOTE: A file named Folio.ini must also be saved in C:\POSERA\MaitreD\DATA
This file contains the valid range for folios, with one range per line. The first and last number of each range is separated by a dash (-), such as in this example:
100000 - 200000
500000 - 600000
900000 - 1000000
Spaces are not important. Once this file is created, redo workstation data. If the Folio.ini file is not present in the Data folder, no validation is performed.
Apply on Whole Order
Enable this option to apply an Item or Item by Division discount on all eligible items of the current Table 0 order from the Order screen.
NOTE: This is useful to replace a Gross Sales discount when the European Operation and Value Added Tax (VAT Calculation) options are both enabled in P.O.S. Control / View / Options / Configuration / Option
Eligible Count
Enter the number of items that are eligible for the second price or Many for One discounts.
NOTE: This field is only available when the Many For One or Second Price option is enabled.
Use Discount Manager
Enable this option to manage this promotion with an external discount manager interface.
Promotion
Schedule
Revenue Center
Item | This category allows to discount up to 50 sales items regardless of their divisions. | $ | Fix: The figure entered in the Amount field determines the maximum discount amount. If "0" is entered, the maximum discount will be the price of the item. Maitre'D does not use the Rate field for this combination, so the field can be blank. | Coupons |
Item |
| $ | Open: The discount will be the price of the item. The Amount and Rate fields must be set to "0". This combination cannot be used on the Order screen. | Coupons |
Item |
| % | Fix: The figure entered in the Rate field determines the discount amount. If "100.00" is entered, the discount will be the price of the item. Maitre'D does not use the Amount field for this combination, so the field can be blank. | Coupons |
Item |
| % | Open: This combination works like the one above, except that it cannot be used on the Order screen. | Coupons |
Item by Division | This category allows to apply discounts to certain divisions. | $ | Fix: The figure in the Amount field defines a maximum discount. If entered "0" in the Amount field, the only maximum for the discount is the price of the item. Maitre'D does not use the Rate field with this combination, so the field can be blank. | Coupons |
Item by Division |
| $ | Open: The only discount maximum is the price of the item. Both the Amount and Rate fields must be set to "0". This combination cannot be used on the Order screen. | Coupons |
Item by Division |
| % | Fix: The figure entered in the Rate field determines the discount amount. If "100.00" is entered, the discount will be the price of the item. Maitre'D does not use the Amount field for this combination, so the field can be blank. | Coupons |
Item by Division |
| % | Open: This combination works like the one above, except that it cannot be used on the Order screen. | Coupons |
Gross Sales | This category allows to apply discounts to items in certain divisions. The difference between this category and the Item by Division category is in terms of the rules for fixed, open, and Preset. | $ | Fix: The figure in the Amount field defines a maximum discount before tax. If entered "0" in the Amount field, the only maximum for the discount is the price of the item. Maitre'D does not use the Rate field with this combination. | Coupons |
Gross Sales |
| $ | Open: The only maximum for the discount is the price of the item. The Amount and Rate fields must be set to "0". This combination cannot be used on the Order screen. | Discounts |
Gross Sales |
| $ | Preset: Even though the Type is "$", the correct percentage must be set for each division under Detail of Promotion. Maitre'D does not use the Rate or Amount fields with this combination, so those fields can be blank. | Discounts |
Gross Sales |
| % | Fix: The amount in the Rate field defines the maximum discount amount. The amount in the Amount field defines the minimum discount amount. If entered "0" in the Amount and 100% in the Rate field, the whole check, including tax, is discounted. | Discounts |
Gross Sales |
| % | Open: Set this discount as open with a maximum discount. | Discounts |
Gross Sales |
| % | Preset: Set the correct percentage for each division under Detail of Promotion. Maitre'D does not use the Rate or Amount fields with this combination, so those fields can be blank. | Discounts |
Gross Sales |
| Mixed | Fix: Enter the discount rate in the Rate field. Enter the maximum dollar amount that Maitre'D can apply to the check in the Amount field. | Discounts |
Gross Sales |
| Mixed | Open: Enter the discount rate in the Rate field. Then, enter the maximum dollar amount that Maitre'D can apply to the check in the Amount field. If "0" is entered in both the Amount and Rate fields, any discount up to 100% of the check will be available. | Discounts |
Gross Sales |
| Mixed | Preset: Maitre'D does not use the Amount and Rate fields for this type of discount. Define the percentage of the discount by division in Detail of Promotion. | Discounts |
Sub Total | Same as Gross Sales, but the discount is applied to the balance of the check rather than to each item. The balance does not include taxes, and pre-set is not available for this promotion. | $ | Fix: Enter an amount in the Amount field. | Coupons |
Sub Total |
| $ | Open: The Rate field has no impact on the discount. The Amount field sets a maximum amount. | Discounts |
Sub Total |
| % | Fix: Fill out the Amount and Rate fields. This discount defaults to the amount (either the amount in the Amount field or the amount derived from Rate) that is the lesser amount. | Discounts |
Sub Total |
| % | Open: The Amount field has no impact on the discount. The Rate field defines the maximum. | Discounts |
Sub Total |
| Mixed | Fix: Set both the Rate and the Amount fields. The discount defaults to whichever discount calculation is lower. | Discounts |
Sub Total |
| Mixed | Open: Set both the Rate and the Amount field. The discount defaults to whichever discount calculation is lower. | Discounts |
Maximum on Total | The Amount or Rate value that is defined for this category is applied to the total of the check including tax. | % | Open: Set this category as open by entering a figure in the Amount and Rate fields. The Rate field defines the maximum amount Maitre'D will apply to the discount, whereas the Amount field defines the minimum amount that Maitre'D will apply to the discount. | Discounts |
Maximum on Sub- Total | Same as Maximum on Total, except that Maitre'D will apply the discount to the check's sub-total (before tax). | % | Open: Set this category as open by entering figures in the Amount and Rate fields so that the promotion takes a min-max. The Rate field defines the max-min amount that can be applied to the discount, and the Amount field defines the minimum amount that can be applied to the discount. The Employee enters the % of the amount to be discounted at the workstation (subject to the maximum rate above). | Discounts |
Item Media by Item | Same as Item, except that it calculates the discount on the item before tax. With this discount, only Detail of Promotion need to be filled out to note the availability of the discount. | $ | Fix: If "0" is entered in both the Amount and Rate fields, the pre-tax item price will be discounted. If the Amount field is populated, this amount will become the maximum discount. | Coupons |
Item Media by Item |
| $ | Open: With this combination, enter "0" in the Amount and Rate fields. | Coupons |
Item Media by Item |
| % | Fix: The figure entered in the Rate field determines the discount amount. If "100.00" is entered, the discount will be the price of the item. Maitre'D does not use the Amount field for this combination, so the field can be blank. | Coupons |
Item Media by Item |
| % | Open: The Amount field has no impact on the discount. The Rate field defines the maximum. | Coupons |
Item Media by Division | Same as Item by Division, except that it calculates the discount on the items in the specified divisions before tax. | $ | Fix: If "0" is entered in both the Amount and Rate fields, the pre-tax amount is discounted. If the Amount field is populated, this amount becomes the maximum discount. | Coupons |
Item Media by Division |
| $ | Open: With this combination, enter "0" in the Amount and Rate fields. | Coupons |
Item Media by Division |
| % | Fix: The figure entered in the Rate field determines the discount amount. If "100.00" is entered, the discount will be the price of the item. Maitre'D does not use the Amount field for this combination, so the field can be blank. |
|
Item Media by Division |
| % | Open: The Amount field has no impact on the discount. The Rate field defines the maximum. |
|
Free Amount | This option first subtracts the value defined in Promotions, and then it subtracts the rate from the balance of the check. | % | Fix: Same as Item by Division, except that it calculates the discount on the items in the specified divisions before tax. | Discounts |
Free Amount |
| % | Open: Same as Item by Division, except that it calculates the discount on the items in the specified divisions before tax. | Discounts |
Free on Sub-Total | Same as Free Amount, except that it applies to the check amount before tax. | % | Fix: Same as Item by Division, except that it calculates the discount on the items in the specified divisions before tax. | Discounts |
Free on Sub-Total |
| % | Open: Same as Item by Division, except that it calculates the discount on the items in the specified divisions before tax. | Discounts |
Credit | Used along with Delivery to give credit to a dissatisfied customers. The system can track the discount by customer and apply it to the next delivery. | $ | Open: With this combination, enter "0" in the Amount and Rate fields. | Discounts |
