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Maitre'D - Complete Online Documentation

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Introduction

Copyright & Legal Information

World rights reserved. No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including but not limited to photocopy, photograph, magnetic, or other record, without the prior agreement and written permission of PayFacto Inc.

Trademarks

Maitre'D, the Maitre'D logo, e-Global, Databoard® and MealZone® are trademarks or registered trademarks of PayFacto Inc. in Canada and other countries and may not be used without written permission from PayFacto Inc. Windows is a trademark or a registered trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. PayFacto is not associated with any product or vendor mentioned in this document.

PayFacto Inc has made every effort to prepare this document, and the content is based upon the release of Maitre'D 7.08. Portions of the manuscript may be based upon pre-release versions supplied by software manufacturer(s). PayFacto Inc. makes no representation or warranties of any kind with regard to the completeness or accuracy of the contents herein and accepts no liability of any kind caused or alleged to be caused directly or indirectly from this document.

For general information on Maitre'D and other products and services from PayFacto Inc, please visit our website at https://payfacto.com.

Audience

The Maitre'D Online User Manual is intended primarily for restaurant owners and managers, but it is equally suited for corporate IT departments, Maitre'D resellers and restaurant employees. This manual provides general information on the use of the Maitre'D Software Suite and introduces the reader to the many features of Maitre'D. It can be used by first time users to familiarize themselves with the Maitre'D Software Suite, or by seasoned users who want to learn more on how to apply the powerful features of Maitre'D to streamline their restaurant business.

Conventions

The following symbols are used throughout this manual to highlight a special section and to introduce the reader to new features in Maitre'D.

TIP: This symbol indicates a tip on how to use Maitre'D more efficiently.

IMPORTANT! This symbol emphasizes an important section.

NOTE: This symbol emphasizes useful complimentary information.

This symbol indicates that an optional Maitre'D module or Interface is being explained.

Sample Restaurant Database

The Maitre'D Installation DVD and downloaded files contains a sample database that can be installed with Maitre'D during installation. This database contains the necessary pre-configured information to have a Maitre'D system up and running such as employees, items and preferential screens. The sample database contains fictitious sales data that is installed for demo purposes only, and should not be installed in a live environment.

Examples used to illustrate topics in this manual are based on the data and configuration found in this sample database. It is important to note that most restaurant businesses will be configured differently, depending on their needs and the options they have selected. The examples presented in this manual are nevertheless easy to understand and can be transposed to most situations.

Help Topics

Maitre'D has a built-in context sensitive help feature that users can refer to when they need to find out more about a specific function or feature. Many Maitre'D Back-Office windows have a small question mark box on the top right hand corner of the screen. This question mark can be dragged and dropped on any element in a screen. If a help topic associated with this component exists, then a window will appear and the help information will be displayed to the user.

To display the entire help file, the Help Topics option is selected in the Help menu of any of the Back-Office applications.

Maitre'D Online

For further information, consult the Maitre'D website at https://PayFacto.com or contact an authorized Maitre'D reseller for support.

About Maitre'D

Maitre'D is a Point Of Sale Software Suite with an integrated Back-Office application that allows restaurants to manage their operations from front-end sales to inventory control and employee management. Maitre'D helps restaurant owners and managers streamline and centralize operations, track the status of the restaurant in real time, analyze data and follow trends from past periods, and plan for the future. The following points highlight key features that make Maitre'D an indispensable tool for any restaurant.

Easy to use customizable screens

The Maitre'D Point Of Sale workstation screens provide an elegant yet intelligent user interface that simplifies order entry and management functions. This means that customers are serviced more quickly, and it is easier to train new employees on the system. Using the Maitre'D POS Screen Designer, the user interface of each workstation can be completely customized to suit the look and needs of any restaurant.

Centralized Management Functions

The Maitre'D Back-Office allows restaurants to manage everything from one central location. Every task from managing inventory to managing employees and time schedules can be done using the Maitre'D Back-Office Suite. By centralizing management functions, the restaurant owner or manager can access real time information about the restaurant and make timely decisions when required. All common management functions can also be accessed using any Point Of Sale workstation connected to the network.

Support for a Wide Range of Peripheral Devices

Maitre'D supports a wide range of industry standard peripheral devices such as scales, biometric reading devices, scanners and more. By fully supporting OLE for Retail POS (OPOS) Drivers, Maitre'D is compatible with all major peripheral devices in the industry that can be connected using a serial, parallel, USB or an IP connection.

Wireless and Handheld Support

Supporting the latest wireless network technologies, wireless Maitre'D networks eliminate the need to hide connection wires that may otherwise be difficult to conceal in a restaurant environment. Maitre'D allows restaurants to mix and match traditional wire based networks with wireless networks allowing heterogeneous networks to seamlessly integrate with each other.

With wireless handheld support, wireless Point Of Sale devices can be connected to the main network, offering mobility to restaurant staff.Wireless scanning devices can scan inventory items and directly input the data in the Maitre'D inventory database making inventory counting a breeze.

Real Time Inventory Management

Using the Inventory Management module, all items in the inventory can be monitored in real time. This allows the restaurant to control food cost, reduce waste items and generate up to date inventory reports. The Inventory Management module also features an advanced Purchase Order Management system that facilitates ordering.

Quick Service Restaurant (QSR) and Drive Thru Functions

Designed for quick but effective operation, the QSR and Drive-Thru functions include customizable macros that allow restaurants to program a sequence of order events for quick processing, and a new combo engine for automatic combo discount detection. The Maitre'D Software Suite supports multiple drive-thru lanes, as well as a kitchen monitor for order efficiency.

Delivery and Dispatch Module

The Delivery module allows orders to be quickly taken over the phone and entered in the Maitre'D system. Orders are forwarded automatically to the kitchen and checks can quickly be printed. When the customer information is keyed in, the system stores it for future orders thereby generating a database of customers. The Delivery module manages drivers by optimizing their routes, and provides an interface with Microsoft® MapPoint®.

Floor Management

The Floor Management module is an easy to use graphical interface that uses a graphical representation of the restaurant allowing customers to be seated quickly and the restaurant seating space to be used optimally. The purpose of the Floor Management Module is to distribute guests evenly among servers so that every server is occupied during all periods. Real time alerts warn restaurant employees if customers are waiting to be served, or are waiting to pay, and managers can keep track of service levels using the Floor Management application.

Restaurants can create multiple floor plans based on the number of servers working at different times of the day. For example, a floor plan with three servers can be created for lunch, and a floor plan with 7 servers can be created for dinner.

One of the powerful features of the Floor Management module is the waiting list. The waiting list is enabled when all tables in the restaurant are occupied, and allow hostesses and servers to keep track of guests waiting for a table. Using the waiting list, guests can order drinks at the bar, and the bartender can start a tab using the guest information found on the waiting list. When a table is ready and the guests are seated, the running tab can be transferred directly to the table and guests only pay at the end of their meal.

The Floor Management module also offers a set of reports that can be customized, and help analyze employee performance.

Redundancy and Security

A redundant server can be configured to insure that in case of primary server failure, the redundant server will take over and allow uninterrupted service. For convenience, one of the Point of Sale workstations can be configured to act as a redundant server, saving costs because the restaurant does not need to invest in a separate computer to host the redundant server. A convenient Restore function allows the redundant server to transfer control back to the primary server as well as any updated data.

Table Service Restaurant (TSR)

Loaded with features such as Hold and Fire, customizable meals,“On the fly”modifiers, and instructions for special orders, the Maitre'D Table Service Restaurant (TSR) solution allows servers to offer the highest level of table service to customers and provide them with an exceptional dining experience.

With built-in support for both a central cashier configuration and a server banking configuration, Maitre'D TSR can adapt to any restaurant business model.

Employee and Payroll Management

Employees can be managed using the Maitre'D Back-Office. Employees can clock-in and clock-out directly from any Point of Sale workstation thereby eliminating the need for an expensive third party time tracking hardware. Maitre'D also provides a graphical view of the employee schedule and instantly provides a list of availabilities. Using the payroll interface, payroll data can be transferred to an accounting software system such as Automatic Data Processing (ADP) ®.

Maitre'D also provides an analysis of labor costs versus revenue in real time so that managers can determine if they are over-staffed or under-staffed at any given time. This feature allows restaurants to control labor costs while ensuring that customers are receiving the best service.

Integrated Electronic Funds Transfer (EFT)

A fully integrated electronic funds transfer (EFT) module allows Point of Sale transactions information to be sent to debit and credit card processors, speeding up transaction processing time. This ensures accuracy throughout the transaction by limiting keypunch errors.

If you are using a generic EFT interface, Maitre'D is compatible with a wide variety of industry standard processors. Internet Processing support allows credit card transactions to be completed within 2 or 3 seconds through a completely secure Internet channel.

Customizable Reporting Features

The Maitre'D Report Center provides a comprehensive set of reports that can be customized to answer the specific needs of any restaurant. Built using the industry standard Crystal Reports ® reporting tools, Maitre'D reports are easy to use, easy to customize and packed with features. Furthermore, as new optional modules are installed, new reports become available in the report center.

Accounting Interfaces and Modules

The accounting modules allow restaurants to manage accounts receivable and print invoices and monthly reports, as well as manage their accounts payable and general ledger. The accounting interfaces allow data to be transferred to almost every major accounting software such as ACCPAC® and QuickBooks™.

Web-based Reporting and Real Time Alerts using DataBoard®

With Maitre'D Databoard®, restaurants can send data to a central website that can be accessed over the Internet. Restaurants can publish reports from Maitre'D to an Internet website, and service packs can be deployed from one central location. Maitre'D Databoard® can be set up to send real time alerts to devices such as pagers, cell phones, or a customized email can be sent to a list of recipients. Encrypted transmissions over a secure Internet channel to transmit information and enforced password protection ensure that all communication between the user and the central website are safe and reliable.

Centralized Database Management using Maitre'D e-Global and Broadcasting

The Maitre'D e-Global Suite allows incremental database information from all restaurants to be sent to a corporate office location for backup and storage on a daily basis. Another powerful feature of Maitre'D e-Global is Broadcasting. This allows the corporate office to push database information, such as new screens or item prices, directly from the corporate office to the individual restaurants. The corporate office system can be programmed to send the data on specific dates thereby automating all updates.

Cooking Schedule Management

The Maitre'D cooking schedule organizes the schedule for items on the menu that take time to prepare and ensures that items advertised on the restaurant menu are always available. Based on past sales, the cooking schedule determines the quantity of an item to prepare for any given time period.

Real time display warns employees when item levels are low, and the cooking schedule constantly updates itself in real time to display the quantity remaining.

Purchase Order Management

Using the Maitre'D Inventory Management module, purchase orders can be generated and tracked. When items in the purchase order are received in Maitre'D, the system automatically updates the inventory levels. Maitre'D offers a versatile purchase order system with a powerful wizard function that uses past sales history and future projections to determine what items to order and the quantities to order. Based on the Product Mix formula, the purchase order wizard can generate purchase orders based on minimum and maximum inventory levels, based on the production schedule, or based on sales history. Other features such as copying from a previous purchase order and setting up recurrent purchase orders simplify the ordering process.

Purchase order information can be exported through the Maitre'D Accounts Payable Interface to a 3rd party accounts payable software for processing.

Message Center

Restaurant managers can send customized messages to specific employees or a group of employees using the Maitre'D Message Center. The message will display the first time the employee logs in, enters a sales transaction, clocks or accesses other employee functions. The manager can attach an employee schedule with the message, and the employee can print the message as well as the attached schedule.

Frequent Diner and Rewards

Loyal customers can be rewarded using the Frequent Diner feature. A database of Frequent Diner Customers is stored in the Maitre'D database, and Frequent Diner Promotions can be offered to these customers. The Frequent Diner Customer database information can be distributed to multiple locations so that Frequent Diners can receive their perks in every restaurant belonging to that chain.

Restaurants can also offer Rewards Coupons to guests when their purchases reach a certain amount. The coupons print automatically when the check is acquitted and restaurants can configure Maitre'D to print different promotions at different times of the day and of the week. For example, when guests purchase sales items that equal 15$ or more at breakfast time, the restaurant can give a Rewards Coupon for a free medium sized French fries when they buy a cheeseburger at lunch time. Similarly, if guests purchase for 15$ or over at lunchtime, they will receive a Rewards Coupon for a free beer during happy hour. The Rewards system is a great way to encourage guests to return to the restaurant.

Front Desk Hotel Interface

The Maitre'D system provides full integration with major hotel Front Desk systems allowing Maitre'D transactions to be posted directly on hotel bills for customers residing in the hotel.

MealZone

Maitre'D MealZone is a web-based application that allows restaurants to offer their menus online for customers wishing to order their meals using the Internet.

The Maitre'D MealZone is linked to the Maitre'D Point of Sale via the Back-Office. Orders that are placed using the restaurant website can be sent directly to the kitchen printer so that they are processed immediately. Customers receive an email to confirm that their order was placed, and also an email to let them know when their order is ready. With Maitre'D MealZone, there is no need for manual entry thereby eliminating the risk of making mistakes and saving valuable time and resources.

Multi-Language Support

With built-in multi-language support, Maitre'D is designed to function in English, French and in Spanish. The system can also be configured to use one language when an employee accesses a Point Of Sale workstation and another language when the customer check is printed. For example, the POS workstations can display the information in Spanish when a server is entering an order, but the customer's check will print in English.

The Maitre'D Open Architecture allows for other ISO 8859-1 (LATIN 1) languages to be configured using an XML file. For example, an XML file can be created to support German, Danish or Italian, and easily incorporated into Maitre'D.

Chap 1: Hardware and Software Requirements

Hardware Requirements

To facilitate reading and interpretation of hardware requirements, they are broken down in 3 tiers:

Minimum

The minimum requirement is the bare minimum that will allow the Maitre'D Advanced POS User Interface to operate adequately, without any consideration for possible expansion or "future-proofing".

Large Sites / High Volume

The hardware configuration for large sites should yield adequate performance in restaurants using 20 or more POS workstations. This requirement also applies to restaurants with high volume of orders, where the number of POS workstations may not be as high as 20, but where the POS Workstations are in near-constant use.

Hardware Requirements for the Maitre'D Back-Office PC, Auxiliary Back-Office and Backup Server

Hardware Requirements for the Legacy POS

Hardware Requirements for the Advanced POS User Interface (HTML POS)

Hardware Requirements for Android Tablets running the Maitre'D Mobile POS app (MPOS)

Hardware Requirements for Apple iPad Tablets running the Maitre'D Mobile POS app (MPOS)

Hardware Requirements for Windows 11

In some cases, Windows 11 may have more stringent hardware requirements than Maitre'D. If you wish to use your POS system with Windows 11, these requirements need to be accounted for:

Additional Information

List of compatible Intel Processors

List of compatible AMD Processors

Trusted Platform Module (TPM) Technology Overview

Evaluating Hardware

With modern computer hardware, the speed of the CPU (in Mhz or Ghz) and the core count alone are no longer enough to determine if a given system will perform adequately. There are many more factors to consider, such as the architecture of the CPU, its generation, the technology it is based on, its power consumption, the amount of RAM available, etc.

Benchmarks

The only way to reliably compare CPU’s is by looking at their respective benchmark results. Synthetic benchmark tests compound all CPU attributes into a single numeric score value. Quite simply put, the higher the score, the better the CPU is.

CPUBenchmark.net

PassMark Software’s CPU benchmark is a highly regarded database that contains all the information required to compare millions of different CPU models. The database can be consulted here:

Cpubenchmark.net Website

By searching this database and using the provided “Compare” tool, it is easy to determine if the hardware that you plan to buy (or already have) will meet or surpass the performance of the recommended hardware configuration.

Performance indicators

Here are a few performance indicators we can use to measure the performance:

CPU Benchmark Score

This is the score of the CPU posted on https://www.cpubenchmark.net/. Note that the posted scores are averages and may vary daily. Higher is better.

Minimum Keystroke Delay

This is the minimum time, in milliseconds, that the user needs to wait between keystrokes to avoid visible lag and missed keystrokes. Lower is better.

Methodology

This value is measured in a lab environment using a tool built into the POS software.

The input keystrokes and the POS' output are compared, and the delay is shortened until one of two things happen:

The POS starts "missing" keystrokes. (i.e. a key is pressed but the POS fails to register it), or;
There is visible lag, meaning there is a significant and clearly visible delay between the keystroke and the information appearing on the screen.

The delay between keystrokes is then increased gradually until the POS can reliably process all keystrokes without missing one and without creating significant lag, for a period of at least one full minute.

Maximum keys / second

This is the maximum theoretical number of keystrokes per second that a user can achieve without causing the POS to lag. Higher is better.

Methodology

This value is calculated from the minimum keystroke delay. For example, with a minimum keystroke delay of 100 milliseconds, we can have a theoretical maximum of 10 keystrokes per second.

Maximum keys / minute

This is the maximum theoretical number of keystrokes per minute that a user can achieve without causing the POS to lag. Higher is better.

Methodology

This figure is obtained by multiplying Max Keys / Second by 60. This figure is used to put the keystroke delay and keys per second values in perspective. Knowing that an average typist can do between 190 and 200 keystrokes per minute on a keyboard, while a "two-finger" typist does 150 to 160, this figure makes it easy to determine if the POS hardware will be able to keep up with the employees using it.

Target Scores

Sample hardware configurations

Multiple hardware configurations were tested in a controlled lab environment during the development of the HTML POS. These can be used as benchmarks to compare the hardware you already have or plan to buy.

System #1: Minimum

The first system tested is an All-in-One POS with the lowest hardware specification that was tested in our labs. It is also the oldest, with a manufacture date of late 2008. Still, even at this age, the hardware is slightly above the minimum requirements for the Maitre'D Legacy POS.

System #1: Minimum

System #1 Conclusion

This system is not adequate for HTML POS, however it works just fine with the Maitre'D Legacy POS. If you have older hardware available which can be upgraded to Windows 10 IoT Enterprise, it can still be put to good use for a budget POS system using the Legacy POS software.

System #2: Tablet PC

This system is a Windows 10 Tablet PC, optimized for long battery life.

System #2 Conclusion

While HTML POS was usable on this system, it was a bit on the slow side. However, this is a very good wireless solution for the Legacy Maitre'D POS.

System #3: NUC form factor PC

This system is a Windows 10 NUC form factor PC with a very small footprint. The enclosure of this device measures only 5 in x 5 in, with a thickness if about 1.25 in.

System #3 Conclusion

While HTML POS was also usable on this system, the performance gain from the slightly better CPU was marginal and could not be measured. This is a very good solution for the Legacy Maitre'D POS if you need a low cost and space-efficient solution.

System #4: POS hardware

This system is an All-in-One Windows 10 POS workstation.

System #4 Conclusion

While HTML POS was also usable on this system, the performance gain from the slightly better CPU was marginal and could not be measured. This hardware is more than adequate for the Maitre'D Legacy POS, however.

System #5: High-End POS hardware

This system is a high-end, All-in-One Windows 10 POS workstation.

System #5 Conclusion

The Core i3 desktop CPU and 8Gb of RAM made all the difference with this system, doubling the HTML POS performance compared to previous systems tested. At 400 keystrokes per minute, this system now surpasses the capacity of even the most experienced typists.

System #6: Old Desktop PC

This system is a standard desktop PC manufactured in 2011, which was upgraded to Windows 10.

System #6 Conclusion

While a full-sized desktop computer does not necessarily make sense to use as a POS, this hardware was included here as a point of comparison, and to show that old hardware can still be used very efficiently. Also, similar hardware is available in Small Form Factor (SFF), which has a much smaller footprint.

System #7: High-End Desktop PC

This system is a high-end, Small Form Factor (SFF) desktop PC, running Windows 10 pro and manufactured in 2018.

System #7 Conclusion

A SFF PC such as this one has a relatively small footprint. Coupled with a touch screen, this could effectively run the entire Maitre'D Back-Office suite along with HTML POS as a local workstation without any noticeable drop in performance.

Operating System Requirements

Maitre'D is designed for the Microsoft Windows environment and will operate on both 32-bit (x86) and 64-bit (x64) editions of current Windows operating systems. This makes Maitre'D "hardware-agnostic", which means it will work on any hardware that can run Microsoft Windows, as long as it meets the minimum performance requirements.

The table below lists all currently supported operating systems with their projected End-of-Life date issued by Microsoft.

IMPORTANT! Operating systems that have reached their End-of-Life are not listed here, as PayFacto cannot guarantee reliable operation with deprecated operating systems.

While some deprecated operating systems may still work with Maitre'D, they are no longer supported by Microsoft and therefore no longer receive security updates.

As such, deprecated operating systems represent a liability which may compromise the POS system's security.

Desktop Operating Systems

Patch levels for Desktop Operating Systems

In addition to the general End-of-Life date issued for Desktop operating systems, Microsoft also issues End-of-Life dates for specific patch levels. This is done by Microsoft to ensure that users keep their operating systems up-to-date.

Server-oriented Operating Systems

While a POS, Backup Server or Auxiliary Back-Office would work perfectly on a server-oriented operating system, PayFacto does not recommend doing so, unless your operations specifically requires this.

Embedded and "Internet of Things" (IoT) Operating Systems

Enterprise Operating Systems

* Microsoft lists this date as the end of "Mainstream support" for this Windows version. Mainstream support is typically followed by an extended support period, however it is not listed on the Microsoft Lifecycle site at this time.

Windows 11

Microsoft Windows 11 is the latest release of the Windows family of operating systems. It was released on October 5th, 2021. A full test suite has been run on PayFacto's POS products to ensure compatibility.

Windows 11 vs. Microsoft lifecycle

At this time, Microsoft has not issued official end-of-life (EOL) dates for the Windows 11 family of products. The only EOL dates available so far are for patch levels. These dates will be updated when Microsoft releases new feature updates for Windows 11.

Unsupported Operating Systems

End-of-Life products

Once a Microsoft operating system (OS) reaches the end of support, customers will no longer receive security updates. The OS may still work with programs and hardware after the sale or support of the operating system has been discontinued. However, the possibility increases that new programs and hardware will not be performant on an older OS. This frequently occurs because the manufacturers of new hardware and software make product-design decisions that take advantage of the increased functionality and features in newer operating systems. These manufacturers may decide to discontinue support of their products on older operating systems as appropriate.

For Maitre'D, this means that the POS system will continue to work after the end of support. However, as updates and features are added to Maitre'D after EOL, the possibility increases that new Maitre'D releases become incompatible with older operating systems. Furthermore, deprecated operating systems represent a liability which may compromise the entire POS system's security.

For more information, please see:

End-of-Life products vs. PCI-DSS

Any system using an unsupported or deprecated operating system automatically falls out of PCI-DSS compliance due to the inability of such systems to meet PCI-DSS Requirement 6.2.

PCI-DSS Requirement 6.2 states:

“Ensure that all system components and software are protected from known vulnerabilities by installing applicable vendor supplied security patches. Install critical security patches within one month of release.”

Unsupported products

Some operating systems are not supported by PayFacto even though they are still supported by Microsoft. These can be divided in two categories:

Failed products

Some operating systems never received wide market adoption, such that PayFacto never deemed necessary or profitable to perform any kind of testing on these products. While these operating systems may work with Maitre'D, PayFacto cannot provide any form of guarantee to that effect, as they were never tested. Such products include Microsoft Windows Vista (which is now also EOL) and Microsoft Windows 8 / 8.1.

Consumer products

Microsoft publishes a wide array of Windows editions targeted for home users, educational versions for schools and other specialized versions for niche users. These versions of windows are not supported due to the lack of certain key features, or because of the Microsoft End-User License Agreement (EULA), which may not cover commercial or industrial use cases.

Full list of Unsupported and End-of-Life Operating Systems

Software Requirements

Software requirements are applications, drivers or libraries which may not be included with the operating system by default.

Microsoft .NET Framework 3.5 or later

Microsoft .NET framework 3.5 is included with the Maitre'D installation program. It will be installed automatically if the Install Shield Wizard does not detect it on your system.

Microsoft Windows Installer 4.5 or later

Windows 10 already has a more recent version of Windows Installer, but version 4.5 is still supplied with the Maitre'D installation program in case there is a need to install Maitre'D on an earlier operating system which could have an earlier version of Windows Installer.

Java for Windows (formerly Java Runtime Environment (JRE))

While it is optional for Maitre'D itself, Java for Windows is required with some Electronic Funds Transfer (EFT) payment solutions like SecureTable and SecurePay. This is also often required by third-party vendors for specific applications. This component needs to be downloaded and installed manually from the Java website.

It can be downloaded and installed from here:

Microsoft Internet Explorer 11 or later

For operating systems prior to Windows 10, this would be supplied through Windows Updates. Since Windows 10, Internet Explorer is bundled with the operating system. It does not need to be the default browser.

All available Windows Updates for your operating system

Your operating system needs to be kept up-to-date with all the latest updates. This will ensure that all critical and security-related updates are installed and will help maintain PCI-DSS compliance.

Anti-Virus / Anti-Malware

Install a reputable anti-virus and anti-malware solution on the PC. The Anti-Virus / Anti-Malware solution needs to be fully operational at all times and maintained with the latest updates and virus definitions. PayFacto does not recommend any brand in particular. However, while Microsoft's Windows Defender solution is free, bundled with Windows and works in most cases, we do recommend using a reputable, independently branded and well reviewed product.

This is a critical component of the Maitre’D system’s security and a requirement for PCI-DSS compliance.

Firewall

In addition to the perimeter firewall which protects your network, a software firewall needs to be installed on the main Back-Office PC as well as all POS workstations. The Windows Defender Firewall is adequate for most installations.

This is a critical component of the Maitre’D system’s security and a requirement for PCI-DSS compliance.

Chap 2: Installation & Initial Setup

Preparation

Before Installing Maitre'D

Prepare Maitre’D Back-Office Server PC

Prior to installing Maitre’D, the computer’s hard drive must be properly formatted and partitioned, and a compatible version of Microsoft Windows® needs to be installed. For instruction on formatting and partitioning the hard disk and installing Microsoft Windows®, please refer to Microsoft Windows® documentation or to the documentation provided by your computer's manufacturer.

This manual explains the installation for the Maitre’D software on the Microsoft Windows 10 operating system with Microsoft Network. Maitre’D can be installed on any networking system that uses or emulates the TCP/IP communication protocol. Please refer to the appropriate documentation for more information.

Install all available Windows Updates for your operating system

Your operating system needs to be kept up-to-date with all the latest updates. This will ensure that all critical and security-related updates are installed and will help maintain PCI-DSS compliance.

Enable Windows User Account Control (UAC)

Most recent Windows operating systems use a feature called User Account Control or UAC . This feature exists to improve the operating system's security by preventing some types of applications to run without the user's knowledge. Make sure that this feature is activated and set to the default (recommended) level before installing Maitre’D. Using UAC is required to maintain PCI-DSS compliance and to ensure basic safety of the system.

IMPORTANT! In Windows 10, disabling UAC through registry hacks or Group Policy Objects (GPOs) will cause some operating system features to stop working correctly, in addition to compromize the system's overall security. Also, installing any software in a “non-UAC” environment and re-enabling UAC afterwards WILL cause issues. For instance, automatic End of Day may not work, or you may be unable to start or stop the Maitre’D Back-Office server from the Server Control module. Other unforeseen and unwanted side effects may also occur.

Enable Windows Smart Screen

Starting with Windows 10, Windows Smart Screen is an integral part of the operating system. This feature is active by default and needs to remain active in order to ensure basic safety of the system and maintain PCI-DSS compliance.

Anti-Virus / Anti-Malware

Install a reputable anti-virus and anti-malware solution on the PC. The Anti-Virus / Anti-Malware solution needs to be fully operational at all times and maintained with the latest updates and virus definitions. It needs to be installed on the main Back-Office PC as well as all POS workstations, Auxiliary Back-Office and Backup Servers. PayFacto does not recommend any brand in particular. However, while Microsoft's Windows Defender solution is free, bundled with Windows and works in most cases, we do recommend using a reputable, independently branded and well reviewed product.

This is a critical component of the Maitre’D system’s security and a requirement for PCI-DSS compliance.

Firewall

In addition to the perimeter firewall which protects your network, a software firewall needs to be installed on the main Back-Office PC as well as all POS workstations, Auxiliary Back-Office and Backup Servers. The Windows Defender Firewall is adequate for most installations.

This is a critical component of the Maitre’D system’s security and a requirement for PCI-DSS compliance.

POS Workstations

POS Workstations are generally pre-configured with an appropriate version of Microsoft Windows. Like the Maitre’D Back-Office Server PC, make sure to:

Install all Windows Updates.
Ensure that UAC is enabled and set to the default level.
Ensure that Windows Smart Screen is enabled.
Install, update and maintain a reputable anti-virus / anti-malware solution.
Install, update and maintain a reputable software firewall.

TCP/IP network

Make sure that the TCP/IP network is properly configured so that the Maitre’D Back-Office Server PC and all POS workstations can communicate with each other.

Configure your Windows Network Profile

The Network Profile feature was introduced with Windows Vista and was carried over to later versions of Microsoft Windows. In Windows 10, the default Network Profile settings will prevent Maitre'D from working correctly by disabling File & Printer sharing and forcing Password Protected Sharing. This topic explains how to configure these settings to allow Maitre'D to operate normally.

Change Network Profile from "Public" to "Private" or "Domain"

By default, on a new Windows 10 installation, your Network Profile will be set to "Public". This is the most secure setting, and is intended for use on public networks, such as public WiFi provided at airports, coffee shops, etc. This setting will "hide" the PC from other devices on the network, which will cause issues with Maitre'D. This profile also hides settings that need to be enabled for Maitre'D to work correctly. This needs to be changed to either Private or Domain.

Procedure

In the Windows Notification area, click on the Network Connection icon, then click on the network connection you wish to configure. (there could be more than one.)

This will bring up basic settings. Click on the Network connection (again).

The Network profile options will be displayed. Select either Private or Domain.

Domain or Private Network Profile, which one to select?

If your Maitre'D Main Back-Office PC is part of an Active Directory Domain, your Network Profile needs to be set to "Domain". If the PC is not on a domain, this option will not be available, therefore your Network Profile needs to be set to "Private".

If you believe that the PC should be using the Domain Network Profile but this option is not available, please ask your network administrator for advice.

Change Network Profile Options

Just like before, in the Windows Notification area, click on the Network Connection icon, then click on the network connection you wish to configure. (there could be more than one.)

This will bring up basic settings. This time, click Change advanced sharing options.

Under the Private (or domain) profile, make sure that:

a. Turn on network discovery is selected.

b. Turn on file and printer sharing is selected.

Click on the down-arrow next to All Networks. This will display more options.
Scroll down to the Password Protected Sharing section and select Turn off password protected sharing.

Click Save changes.

This configuration needs to be done on the Main Back-Office PC, all Auxiliary Back-Office and Backup Server PCs, as well as on all POS workstations.

Test Connectivity

The connectivity between the Main Maitre'D Back-Office PC and other components of the Maitre'D network can easily be tested. For the example below, we are testing connectivity to a PC named "MAIN-BACK-OFFICE".

From any PC or POS on the Maitre'D network, right-click the Windows Start button and select Run...

In the Run... box, type two back-slashes (\\) followed by the name of the PC you want to connect to. For example:

\\MAIN-BACK-OFFICE

Click OK.

a. If the Maitre'D Back-Office is already installed, you will see the MaitreD shared folder on the PC named MAIN-BACK-OFFICE.

b. If the Maitre'D Back-Office is not yet installed, you will see an empty folder on the PC named MAIN-BACK-OFFICE.

c. If the network settings are not configured properly, you will see an error message.

The network settings now allow communication between all the components of the Maitre'D Network.

Create your own Custom Maitre'D Installer

To save some time during the installation of a new Maitre'D POS system, a custom installer set can easily be created with the latest service pack update. This way, Maitre'D will be installed and updated to the latest version in one single operation.

Step 1: Download files

Custom installers can be created from the Maitre'D DVD or the Back-Office full install. Download the one you want (or both), and also download the latest service pack update.

Instructions to download files are provided here:

Step 2: Extract Files

The files downloaded from the Distributor portal are *.zip files that need to be extracted before they can be used. Fortunately, even a "vanilla" Windows 10 installation has the necessary tools to work with *.zip files.

Copy downloaded files to your Windows Desktop.
Right-Click the file you wish to extract, and select the Extract All... option.

By default, the Windows Zip extraction tool will create a folder with the same name as the Zip file where files will be extracted. Don't change anything and simply click the Extract button. (Don't worry, the original *.zip file will NOT be overwritten).

A new folder will be created to store all the extracted files. You may see a progress bar while large files are being extracted.

The folder where files were extracted will open automatically for you. You can minimize it to the task bar. We'll be using this later.

Repeat this process for all 3 downloaded files:

MDBO708000DVD.zip (Maitre'D DVD)
MDBO708000BO.zip (Maitre'D Back-Office Full Install)
MDBO708000xxx.zip (Service Pack update, where "xxx" is the Service Pack version number)

NOTE: If you use a third-party archiving tool to extract files, please refer to the documentation provided with your tool of choice.

Step 3: Copy the Service Pack File

Now that all files were extracted, we need to copy the latest service pack update in the installer sets.

Maitre'D DVD

Open the MDBO708000xxx folder, then right-click the MDBO708000xxx.exe file and select Copy.

Open the MDBO708000DVD folder, then browse to the \bo\Disk1\ subfolder.
Right-click in an empty space within the folder and select the Paste option.

The file will be copied.
Copy the contents of the MDBO708000DVD folder to the root of a removable media, such as a DVD-ROM or a USB thumb drive.

IMPORTANT! The files must be copied at the root of the removable media (DVD-ROM or USB Thumb drive). If the files are inside a sub-folder, the links provided in the autorun program will not work, and you will get error messages when attempting to install applications.

Installer files are located at the root of the E:\ drive.

This installer will work.

Installer files are located inside a folder, in E:\MDBO708000DVD.

This installer will NOT work.

Maitre'D Back-Office full Install

Open the MDBO708000xxx folder, then right-click the MDBO708000xxx.exe file and select Copy.

Open the MDBO708000BO folder, then browse to the \Disk1\ subfolder.
Right-click in an empty space within the folder and select the Paste option.

The file will be copied.

Step 4: Use the installer

The installers are now ready to be used. With the service pack update file copied to the installer folder, the installer will automatically detect that an update is available and prompt for its installation during the Maitre'D setup process.

You can run the Maitre'D Back-Office installation program straight from your desktop. However, it is recommended to copy the install set(s) to removable media, such as a portable hard drive, DVD-ROM or USB thumb drive.

IMPORTANT! The DVD Installer files MUST be copied to the root of a removable media (DVD-ROM or USB Thumb Drive) to work correctly. The Autorun installer will not work if the files are located in a sub-folder.

Installation

Start the Installation from a DVD (or downloaded DVD files)

Originally, the Maitre'D installer was shipped on a physical DVD. Being fully aware that many recent laptops and even full-sized desktop computers are no longer shipped with optical drives, and also to reduce e-waste and shipping costs, the files are available for download from the Maitre'D Distributor Portal.

Please see:

To start the Maitre’D Advanced Restaurant Suite Setup:

Physical DVD ROM:

Insert the DVD in the DVD-ROM drive.
The disk should auto-play.

If AutoPlay doesn't start:

Use File Explorer to browse your DVD-ROM drive.
Double-click Autorun.exe.

Downloaded DVD files:

Copy all the DVD files to the root of a removable media, such as a USB thumb drive.
Use File Explorer to browse the removable media.
Double-click Autorun.exe.

Maitre'D Advanced Restaurant Suite Setup

As the Autorun tool starts, you may see a Windows User Account Control (UAC) message. Click Yes.

The first installer screen will be displayed:

Run Demo Tour

Select the option to take a tour of Maitre'D.

Install Back-Office and Point of Sale

Select this option to install the Maitre'D Back-Office Server, Backup Server, Auxiliary Server or Point of Sale software. This will open another menu page with all necessary installation options.

Install Maitre'D e-Global and DataBoard

Select this option to install the Maitre'D e-Global solution. This will open another menu page with all necessary installation options.

IMPORTANT! The DataBoard option listed here is obsolete. Please consult up-to-date DataBoard documentation and installation instructions here:

Contacts

Select this option to view contact information.

IMPORTANT! This will display old Posera contact Information. Please contact PayFacto instead. View up-to-date contact information here:

Exit

Select this option to exit from the installer.

Install Main Back-Office

Select this option to install the Maitre'D Main Back-Office server software.

The Maitre'D Back-Office needs to be installed prior to any other Maitre'D application. After a successful installation, you will be able to proceed with the installation of the Point of Sale application, and any other software required, such as the Auxiliary Back-Office or Backup Server.

Install Auxiliary Back-Office

Select this option to install a Maitre'D Auxiliary Back-Office.

Install this program if you want access to the Maitre'D Back-Office software, with multi-user capability, from any other computer on the Maitre'D network. This program needs to be installed on each computer that you want to access the Back-Office from.

Install Backup Server

Select this option to install a Maitre'D Backup Server.

The Backup Server will provide additional security to your network by including full redundancy of the Maitre'D Back-Office software on any Point of Sale workstation or any other computer in your network.

Install Windows Point of Sale

Select this option to install the Maitre'D Point of Sale software on a workstation.

The Maitre'D Point of Sale provides you with every function needed in the restaurant industry. Table management, QSR, Delivery, Take-out, Drive-Thru and more. The Point of Sale software can be installed on a wide variety of hardware and supports several devices such as: Printers, scanners, scales, coin dispensers, liquor control systems, etc.

Back

Select this option to return to the previous screen.

To start the installation of the Maitre'D Back-Office, select the first option: Install Main Back-Office. This will launch the Maitre'D Back-Office InstallShield Wizard.

Install Maitre'D e-Global Solution

Select this option to install the Maitre'D e-Global Solution.

The Maitre'D e-Global corporate solution is a powerful package developed to bring increased efficiency to multi-unit food service corporations. It allows them to receive data from all units at the frequency they desire. e-Global also allows them to manage each unit's database remotely, providing more control over menus, promotions and prices.

Install Maitre'D DataBoard WEB Server

Do not use this option, as this version of DataBoard is now obsolete.

IMPORTANT! The DataBoard option listed here is obsolete. Please consult up-to-date DataBoard documentation and installation instructions here:

Installation Process for the Maitre'D Backup Server

IMPORTANT! Before installing a Maitre'D Backup Server, the main Maitre'D Back-Office must be installed. Its license must also be activated, and the Maitre'D Back-Office Server must be running.

Additionally, the POS software must be installed locally on the PC where the Backup Server will be installed.

Start the installation process using one of the following methods:
- , or;
- .
Before performing the actual installation, the InstallShield Wizard will analyze your system. If required software components are missing, these will be installed at this point. Click the Install button to proceed.

NOTE: The PC may need to be restarted after components are installed. Following a computer restart, you will need to start the installation process again.

A splash Screen will be briefly displayed.

The InstallShield Wizard will prepare the installation. This could take a few seconds.

The welcome screen appears. Read the welcome message to make sure that the InstallShield Wizard will install a Maitre'D Backup Server. Click Next > to continue the installation.

Read the license agreement and select I accept the terms of the license agreement. Click Next > to continue.

Select the Maitre’D installation folders and click Next > to continue.

Select whether you prefer connecting to the Maitre'D Main Back-Office Server by Machine Name or by IP Address.

a. If Select by Machine Name was selected, you will be asked to select the PC on which the Maitre'D Main Back-Office Server is running. Click OK after making a selection.

NOTE: If the computer running the Maitre'D Main Back-Office Server is not listed, click Cancel and connect by IP Address instead.

b. If Select by IP Address was selected, you will be asked to type the IP address of the PC on which the Maitre'D Main Back-Office Server is running. Click Next > after typing the IP address.

You will be asked to provide a Workstation User ID Number for the Backup Server. This number needs to be unique (not already used by a POS, another auxiliary or another backup server) and between 1 and 63 inclusively.

NOTE: We recommend assigning a number higher than the maximum number of POS, while also leaving "free numbers" for future expansion. For example, if you currently have 4 POS workstations, we would recommend assigning number 10 to the Auxiliary Back-Office.

Files will be installed automatically. This could take a few minutes.

If a service pack is available, installation will start automatically. It is highly recommended to always install the latest service pack available before using the Maitre’D software. Click Yes to begin the installation of the service pack.

IMPORTANT! Installation of the latest service pack available is required to maintain PCI-DSS compliance. Installation of the latest service pack is also required to benefit from the latest feature updates and bug fixes.

a) The InstallShield Wizard will prepare the Service Pack installation. This could take a few seconds.

b) The welcome screen appears. Click Next > to continue the installation.

c) Read the license agreement. Click Yes to agree and continue the installation.

d) Select the path where the BO.INI file can be found. This should not need to be changed, but you can click Browse… to change the folder if required. The service pack files will be installed in the path as defined in the BO.INI file. Click Next > to proceed.

e) Files will be copied. This could take a few minutes.

After files are copied, the InstallShield wizard will remind you that the computer needs to be restarted before Maitre'D can be used. Click the Finish button.

A dialog box will inform you that your computer is about to be restarted. Click OK, and your computer will restart.

WARNING! Do not attempt to override the computer restart. This will damage the Maitre'D files and cause various issues.

After the computer restart, start the Maitre'D Back-Office Server will attempt to start itself in Backup mode.

Since there is no license installed, you will be prompted to enter a license serial number and a commerce name.

The installation process is now completed. Please proceed to the Maitre’D license activation.

License Activation

First login

This section explains how to logon to the Maitre’D Back-Office for the first time after installing and activating the Maitre’D software.

From the Windows Desktop, double-click the Maitre’D Back-Office icon.

The login prompt appears. Type Distributor (with a capital “D”) in the User Name field, and press the space bar twice in the password field. Click OK to proceed.

The language selector appears. Select the appropriate language and click OK to proceed.

NOTE: The language that is selected by default depends on the language settings of the System Owner access level.

You will be prompted to create a new Distributor password. Enter a password that meets requirements and click OK to proceed.

The Maitre’D Back-Office desktop will be displayed.

IMPORTANT! After the first login, it is strongly recommended to create more Maitre’D Back-Office user accounts for managers and employees who will require access to the Maitre'D Back-Office for various tasks.

Add-on Option to Existing License

After your Maitre'D license has been activated, it is possible to add new options to it, to keep up with your business' growth. For instance, you could add a new module such as the Inventory Management module, or increase the number of POS workstations to meet your needs.

Purchase add-on options

The first step to add new functionalities to your Maitre'D license is to contact your PayFacto representative to purchase the options you need. Once the purchase and invoicing process has been completed, you will be able to start the activation process.

Add-on activation process

Logon to the Maitre’D Back-Office with appropriate credentials. (Distributor or System Owner)

On the Main Back-Office screen, click on the File menu and select the Licenses… option.

The Installed Licenses window will appear.

Click the Modify button. This will bring up the Request Key Code window. Leave this window up on the screen, and proceed to the next step.

Logon to the Maitre'D Distributor Portal:

http://distributors.maitredpos.com/

Click on Orders and Licensing.

Click on License Activation.

Enter the Maitre'D license Serial Number for which the add-on was purchased and click the Submit button.

Available add-ons will be listed here. Locate the Add-On you wish to activate and click the Activate link. For the purpose of this example, we are activating an add-on for two new Mobile POS workstations.

IMPORTANT! If the add-on you are looking for is not listed, make sure it was ordered and invoiced. Also remember that there is a 72 hours turn-around time for new orders.

The Distributor Portal will request a Site Code.

Copy the Site Code from the Request Key Code window which you left open earlier. Paste the Site Code in the Site Code field of the Distributor Portal. Click the Generate button on the Distributor Portal and click the Next >> button on the Request Key Code window.

The Distributor Portal will now display the Activation Code. Select the entire code and copy it to the clipboard by pressing CTRL + C on your keyboard.

Maitre'D will now request a Key Code. Paste the Activation Code which you copied from the website by pressing CTRL + V on your keyboard. Click Next >>

NOTE: The terms "Activation Code" and "Key Code" are used interchangeably between Maitre'D and the distributor portal. For the purpose of license activation, they mean the same thing.

The Maitre'D license will be updated, which could take a few seconds. Once the license is updated, click Close.

You will be prompted to restart the computer. Log off from the Maitre'D distributor portal, save your work and close applications that may be running, then click Yes to restart your computer.

IMPORTANT! Do not attempt to skip or bypass the computer restart. This may cause your license to deactivate itself completely along with other unwanted effects.

Once the computer finishes restarting, logon to the Maitre'D Back-Office as you normally would and start using your new options.

Tools

Access Editor

This option allows the creation and modification of Back-Office access levels.

There are 9 levels of access in Maitre’D. Level Zero is the highest and can access levels 1 to 8. Level 1 may access levels 2 to 8. A lower level access may not have more accesses than a higher level. E.g. Level 5 may only have access to those options available in 6 to 8.

Distributor Access (Level 0)

This access is restricted to Maitre’D Certified technicians and installers. All other access levels are unable to see or grant this access. The properties of this access level cannot be modified, and except for certified technicians, no one should ever have this access, no matter the reason.

System Owner Access (Level 1)

The System Owner access level is restricted to the restaurant management. Only top-level managers should have this access, as this allows them to create and delete other users, as well as take media reports with decrypted credit card PANs and expiration dates. This access cannot see or modify the distributor access.

Access Levels 2 to 8

These levels can be fully customized. Each access level can change the properties of the lower access levels, but not the higher access levels. These levels can be assigned to anyone with a business requirement to use the back-office software. These access levels are typically assigned for price maintenance tasks, report taking, batch closing, etc.

Password Editor

Password

Type in the quick-access password to use to open the Maitre’D Back-Office with this access level. This essentially allows the user to login by typing only a password, without a username.

NOTE: When the Use Username Login option is enabled under Server Control / View / Options / Advanced / Miscellaneous, the Password field is disabled and cannot be used. This is because this feature is incompatible with PCI-DSS compliance rules and needs to be completely disabled on systems where integrated credit cards are in use.

Fast Access

Enabling the Fast Access option allows you to create scripted tasks for Maitre’D Back-Office users with this access. Instead of gaining full access to all the features of the Maitre’D Back-Office, the user will be forced to perform specific tasks.

Fast Access

Enable this option to enable the Fast Access feature and gain access to the Advanced Access option and Settings button. If this option is enabled without any other option, users will be constricted to their scripted tasks, without any possibility of performing any other action in the Maitre’D Back-Office.

Advanced Access

With this option enabled, users will be able to access all the features of the Maitre’D Back-Office once the scripted tasks have been executed.

Shortcut Access

This option only affects access levels 2 to 8. Enable this option to allow users to use the blue shortcuts throughout the Maitre’D Back-Office.

Settings

Click the Settings button to configure the scripted tasks for this user access.

Language

Select the Maitre’D Back-Office language to be used by this user access. Available choices are English, French or Spanish.

Fast Access Settings

Fast Access Settings are accessed by clicking the Settings button on the Password Editor Screen. This dialog allows you to setup the tasks that users will be able to perform.

Select an existing task and click the Execute button to perform this task.

Click the Add button to create a new task and add it to the list.

Select an existing task and click the Remove button to delete it from the list.

Select an existing task and click the Edit button to change its properties.

Click the Save button to save settings and exit.

Click Cancel to exit without saving.

Access Editor

The access editor allows you to fully customize the Maitre’D Back-Office modules and menu options that users can or cannot access.

The access editor can be used in conjunction with the Fast Access feature to further restrict access to only the features that are necessary for specific employee job function.

NOTE: The Distributor Access Level cannot be restricted.

A green checkmark indicates that this user can access a module or menu.

A red [X] indicates that this user cannot access the indicated module or menu.

Use the [+] and [-] signs to expand or collapse branches and sub-branches.

Select a branch or a menu option and click the Toggle button to switch between the green checkmark and red [X]. Toggling the top level of a branch will cause all the sub-elements under that branch to be toggled in one operation.

Click the Apply button to save settings without exiting.

Click OK to save settings and exit.

Click Cancel to exit without saving.

User Editor

Use this tool to create Maitre'D Back-Office user accounts with various access levels, tailored to the user's needs.

Click the New button to create a new user.

Click the Delete button to permanently delete an existing user.

This button is only available to PayFacto technicians to reset an account’s password history for troubleshooting purposes.

Click the UnLock button to unlock a locked account.

Click the Discard button to clear information that was entered during the process of creating a new user.

Click OK to commit changes and exit out of the User Editor tool.

Click Apply to commit changes without exiting from the User Editor Tool.

Click Cancel to exit out of the User Editor tool without saving changes.

User Name

Type a user name for this account. The user name should allow the person logging in to be identified.

Access Level

Choose an access level for this user:

Distributor

This access is restricted to Maitre’D Certified technicians and Resellers. All other access levels are unable to see or grant this access.

System Owner

The System Owner access level is restricted to the restaurant management. Only top-level managers should have this access, as this allows them to create and delete other users, as well perform any administrative task on the Maitre’D system.

Access Levels 2 through 8

These access levels can be fully customized. These access levels can be used for anyone requiring access to the Maitre’D back-office software.

Password

Type in a password for the new user. The password must be at least 7 characters, and comprised of a mix of letters and numbers.

Confirm Password

Confirm the password for this new user.

User must change password at next login

Enable this option to force the user to change the login password during the next login. This option should be used for every new account and afterwards if there is a doubt that an account password may have been compromised.

Changing passwords

Maitre’D will automatically force users to change their passwords every 90 days. Also, Maitre’D keeps a history of each user’s passwords so that the last 4 passwords cannot be re-used. In case a password becomes compromised or if you have any doubts to that effect, you can force any user to change their password by checking the User must change password at next login box in their account’s properties. Of course, you need to be logged in with Distributor or System Owner access in order to do this.

Locked accounts

After 5 unsuccessful login attempts, Maitre’D will automatically lock the user account. To unlock an account, someone with Distributor or System Owner access needs to login, access the user editor, select the locked account and click the Unlock button.

Locked accounts are marked with a padlock icon.

Configuration

An employee configuration is a set of options and settings that can be used for a group of employees. The employee configuration will determine if an employee is allowed to carry out specific tasks or not, like voids, check cancellation, price changes, inventory adjustments, etc. These options can also impact the behaviour of the POS, as you can determine whether or not a check will print, how modes are accessed, how screens are navigated, etc.

Typically, one distinct employee configuration should exist for each job title in the establishment. For instance, it is common to see distinct employee configurations for Managers, head servers, servers, bartenders, order takers, hostess, clerks, etc.

Up to 50 different employee configurations can be created in the Maitre'D database. Once a configuration is created, it can be assigned to an employee from Point of Sale Control / Employees / Employees / [Employee Name] / Function. All available configurations will be selectable from the Configuration drop-down list.

General

Description

Type in the configuration description. This description appears on the Employees Function page.

Redirection Table

Select the redirection table used for this configuration. This redirection table field overrides the normal redirection specified for each workstation.

Inactivity Override

Enable this option to override the inactivity timeout delay specified in Point of Sale Control / View / Options / Security.

NOTE: normally, this should not be used in the Hostess configuration, because they need to remain on their floor plan by default.

POS Inactivity

Enter the inactivity delay, in seconds, after which the workstation will timeout and return to the server login screen. Setting this field to 0 (zero) prevents workstation timeout.

NOTE: This setting has precedence over the delay specified in the POS Inactivity field, under Point of Sale Control / View / Options / Security. However, the value in that field must be different than 0 (zero) for the Inactivity Override to come into effect.

Invoice

Check Access

Enable this option to allow employees to access checks closed by other employees, using the last four digits of the check. If this option is disabled, the employees can only access their own checks.

Add on Printed Check

Enable this option to allow employees to add items to a table for which the check has already been printed. If this option is disabled, servers will not be able to add items to a table after the check has been printed.

NOTE: This also allows Table Zero employees to go back to the Print Check screen from the Payment screen by touching the Exit button, and touching the Exit button again to go back to the Order screen. This option is unavailable if the Bump On Complete Payment option is enabled in System Configuration / View / Options / Devices / Options.

Reprint Checks

If you enable this option, and an employee has already printed a check, the workstation can reprint a check when the employee presses the PRINT button. If you disable this option, and an employee has already printed a check, the workstation does not allow that employee to print the check again. The one exception to this printing restriction is that any time sales items are added to the check, the server can print the check again regardless of how this option is set.

Bartender/Order Status

If the Reprint Checks option above is enabled, but the Bartender/Order Status option is disabled, the Bartender or Order server will not be able to reprint multiple copies of the same check using the Status Screen.

Split Check

If you enable this option, the employees can split previously printed check into 2 separate checks with amounts that they specify. In this situation, first the server prints 1 check with the sales items. Then to split the check, the server creates 2 new check numbers with the appropriate amounts. Details of sales items do not appear on split checks. A split check displays one line saying " Misc. Split Check " and the amount. The split check is normally used in a situation where customers want to split one check into several checks regardless of what they had ordered.

Redistribution

If you enable this option, servers can redistribute the check amounts among customers at their tables. They can perform this function by pressing the REDISTRIBUTION button on the CMD screen at the touchscreen. For example, if a check was originally printed with all customers on one check, and the customers decide to split the check, the server is able to print as many checks as the table requests. The REDISTRIBUTION button does not appear unless the check has been printed once.

Void Check

Enabling this option will allow employees to void checks that have already been sent to the kitchen, but before they were closed. Employees can use the VOID CHECK button to void all items on a check instead of using the VOID button, which only voids highlighted items.

Print Last Check

Check on Table #0 must be set to "No". You must use the SEND button on the touch screen to send the order to shared printers. If the check has been printed, it is not possible to print the check again using the PRINT LAST CHECK button. The purpose of this option is to print checks that have been sent but not printed without reentering the check.

Skip Check Detail

If you enable this option, you will be able to enter a description that will replace the detail of the check when printing it.

Modifiers on Check

If you enable this option, the modifiers will print on the customer's guest check. For example, in fast-food, you would see the condiments. When ordering a hot dog with relish and mustard, all 3 items will be printed on the check.

Customer Tracking

If this option is enabled, after selecting the media type for a check, the server will be asked to enter a customer "account" or choose from a list of customers.

From order screen only

This option becomes available only if the Customer Tracking option above is enabled. Enable this option to disable the customer tracking prompt that normally appears after payment is applied. This option still allows for a loyalty account to be attached to a transaction from the order screen.

Division Category on check

Enable this option to print a summary by division categories on the guest check. As well, under P.O.S. Control / Revenue Center / Divisions Category, the Printed On The Check option must be enabled.

Print empty categories

When the Division Category On Check option is activated, enable this option to even print categories in which no sales were done on the guest check. As well, under P.O.S. Control / Revenue Center / Divisions Category, the Printed On The Check option must be enabled.

Sorting by meal types

Enable this option to print the guest check by meal course types, as you have set under P.O.S. Control / Revenue Center / Divisions.

Media on check with receipt

Select this option to print the Media distribution portion on the guest check as well as on the receipt for Fast-Food employees.

Coupon Rewards

Enable this option to allow this employee to generate "Buy $10.00 get a Free Item Next Visit" type Rewards Coupons to encourage guests to return.

NOTE: These rewards can apply to any check, and are not associated with Frequent Diners, but are configured in Point of Sale Control / Frequent Diner / Rewards Coupons.

Print Current Customer

Enable this option to allow to print the check for a single guest without going through the check distribution process and pressing the Next button for all guests who are not ready to leave.

NOTE: Also setup a Print Current Customer command button in Point of Sale Control / Screens / Screen Layout, Preferential Screen or CMD List

Loyalty Program

Enable this option to allow employees to record loyalty program information on guest checks by using a preferential screen button or a button on the PRINT CHECK screen.

NOTE: Loyalty programs are configured in Point of Sale Control / Frequent Diner / Loyalty Program.

Cancellation

Void Item

If you enable this option, the void option will be enabled but only for authorized employees such as managers. This option allows an employee to void items already sent to a shared printer.

Re-Open Check

Enable this option to allow managers to Re-Open Checks that were previously closed. With this option, the manager needs to type the last 4 digits of the check number to be re-opened. After the check number is entered, the system modifies its payment to Cash, creates a negative order equivalent to the original check, automatically closes it to Cash, and then recreates a positive third order equivalent to the original check.

NOTE: This option is available only if the Void Item option is also enabled, and can only be accessed through the Manager Menu.

NOTE: This option should not be used if EMV EFT protocols are in place. The payment will be modified to Cash in Maitre’D, preventing any EFT refund on that check number. Please use Cancel/Re-Open Check instead, which will automatically block any attempt to re-open a check closed to any EFT media type on EMV protocols.

Cancel Check

Enable this option to allow managers to Cancel Checks that were previously closed. The Cancel Closed Check function creates a negative order equivalent to the original check, and prompts for the media type for the negative check, because some payments do not accept negative amounts.

NOTE: This option is available only if the Void Item option is also enabled, and can only be accessed through the Manager Menu.

Cancel / Re-Open Check

Enable this option to allow managers to Re-Open Checks that were previously closed. The Cancel / Re-Open Check allows a manager to see a list of all closed checks with their number and value. Once a check is selected, the system modifies its payment to Cash, creates a negative order equivalent to the original check, automatically closes it to Cash, and then recreates a positive third order equivalent to the original check.

NOTE: This option is available only if the Void Item option is also enabled, and can only be accessed through the Manager Menu. To eliminate the printing of previously ordered items when reopening a check, also enable the Re-Open Check Without Kitchen Printing option in Point of Sale Control / View / Options / Printing.

NOTE: Cancel / Re-Open Check is blocked for checks closed to an EFT media type using EMV protocols. To reopen a check that was closed to an EFT media type on an EMV protocol, a VOID CCA STATUS needs to be done first. This will refund the payment card and allow for a Cancel / Re-Open to be carried out afterwards.

Reason Selection

Enable this option to prompt for a Void Reason when performing a Cancel or Re-Open Check.

Validate Amount

Enable this option to perform a validation when processing a Cancel Check to limit the amount refunded so that it is not higher than the total of the original check.

Tax/Service

Service

Enabling this option will cause Maitre'D to add a service charge to the check. The service rate can be configured under Point of Sale Control / Payment / Tips & Service. When printing each check that involves service charges, the WITHOUT SERVICE button appears on the Print Check screen at the workstation, allowing the server to cancel the service charge if necessary. If the employee's function is delivery, the service rate is the delivery charge.

Disable Service Removal

Enable this option to hide the WITHOUT SERVICE button on the print check screen of invoices that involve a service charge. This forbids these employees to cancel a service charge.

NOTE: The Service option, above, must also be enabled.

Service Override

If this option is enabled, the server will be able to change the service charge rate for the current check.

Special Tax Mode

If this option is enabled, this employee may gain access to the Special Tax Mode regardless of the workstation tax mode. The special tax button is located on the PRINT CHECK screen at the workstation. If you disable this option, the employee will work according to the tax mode of the workstation. The special tax applies to the whole check and is used instead of the tax for each division. The special tax is configured in Point of Sale Control / Payment / Taxes.

Auto Special Tax

If this option is enabled, the employee will always work using the special tax mode and does not have access to the Special Tax button on the Print Check screen. If you disable this option, the employee will work according to the tax mode of the workstation.

Non Taxable

If this option is enabled, a server may access the Non-Taxable button and close a check with no tax on it. The server must apply the Non -Taxable function to the entire check, not just part of it.

Individual Tax

If this option is enabled, the server will be able to choose the applicable tax(es) on the check.

Auto Non Taxable

If this option is enabled, the check selected by this server will be printed with no tax by default, unless override by pressing the TAXABLE button at the Print Check screen. The Non- Taxable option must be enabled to use this option.

Print Tip on EFT receipt

Enable this to print the tip and total lines on the EFT credit card voucher.

No tax on check

With this option enabled, the taxes will not be printed on the guest check, unless the employee touches the "Tax on check" button at the Print Check screen. However, taxes are still calculated and added to the check total as usual, and also appears in all the reports where taxes are calculated.

Gratuity

Enable this option to add the gratuity on bill for the employee. The gratuity on bill must also be configured properly in Point of Sale Control / Payments / Tips & Service. A manager with this option will be able to add gratuity to a bill even if the number of customers or sales amount does not meet the configured thresholds.

On Request

Enable this option to allow employees to add gratuity to a bill manually and on the fly, even if the number of customers or sales amount does not meet the configured thresholds.

NOTE: The Gratuity option, above, must also be enabled.

Removal

Enable this option to display a WITHOUT GRATUITY button on the print check screen of invoices that involve gratuities. This allows employees to manually cancel a gratuity at the workstation.

NOTE: The Gratuity option, above, must also be enabled.

Payment

Payment

The Maitre'D fine dining system offers the two standard banking methods.

In a server banking application, each server sends, prints and closes his/her own checks.

In a cashier banking application, each server sends and prints his/her own checks and the cashier closes all checks. The cashier uses the last four digits of the check number to recall the check. Upon recall, the cashier may add to the check, apply discounts and/or tender to a media.

In a cashier banking environment, the amount of the sale will show as a sales transfer on the server financial report and as a sales transfer and media on the cashier financial report. To allow an employee to close any check (including his own), the employee must be configured with both a server function and a cashier function.

The designation of server or cashier banking is made by enabling or disabling the With Cashier option in Point of Sale Control / Employee / Configuration / Invoice / Payments.

The designation of sales responsibility is made by enabling or disabling the Separated Sales option in Point of Sale Control / Revenue Center / Options / Payment. If Separated Sales is enabled, when a guest check is transferred to another server, the existing amount of sales remain with the server who ordered those items. If Separated Sales is disabled, when a check is transferred, sales credit belongs to the server who closed the guest check.

With Cashier

This option allows employees to print but not to close guest checks. Only the cashier can then close the guest checks. Do not enable this option if you want your employees to be able to close their own checks.

NOTE: If you give servers with the With Cashier option enabled a second function of cashier with the Check Access option disabled in Point of Sale Control / Employee / Configuration / Invoice, they will be able to close only their own checks with that second function. During rush hours, another cashier employee with the Check Access option enabled will be able to help by closing anybody's checks.

Amount Tender

This option allows employees to enter an amount greater than the check amount. Maitre'D will automatically calculate the change or tip.

Mandatory Amount

Enable this option to force the employee to enter the amount tendered, which can be equal or greater than the check total. If the option is disabled, the employee can simply press Enter when the amount tendered is equal to the check total.

Bar tab pre-auth

Enable this option to allow the employee to open a bar tab using a credit card and request a pre-authorization to cover a running tab.

NOTE: This feature is only available in the United States with select processors. The Electronic Funds Transfer module also needs to be configured to allow Pre-Authorizations and bar tabs.

Detail receipt

Enable this option for cashiers to print all sales items with the media types used on the receipt after settling a check.

NOTE: Both the Print Receipt and Check On Receipt options must also be enabled in Point of Sale Control / Payments / Media Types / Option

EFT reprint

Enable this option to allow the employee to print duplicate EFT vouchers.

Tray Total

Enable this option to allow settling with other media types than Cash with the Close All Trays function.

Disable Negative Payment

This option disables the "+/-" button on the Cash screen, unless the invoice itself is negative.

Payment Confirmation

Enable this option to allow these employees to accept reserved media types with the Mandatory Confirmation option enabled in Point of Sale Control / Payments / Media Type / Option. When an employee with this option disabled chooses such a payment type, a keypad appears for another employee with this option enabled to Login and confirm the media and amount.

NOTE: This option is normally only enabled for Head Servers and Managers.

Print Receipt Without Confirmation

Enable this option for the workstation to print the receipt automatically without prompting for a confirmation as soon as the payment is completed for all media type that offer a receipt.

NOTE: The Print Receipt option must also be enabled in Point of Sale Control / Payment / Media Type.

Account Payment

Receivable Account

This option enables the RECEIVABLE button in the SPECIAL MENU and allows employees to accept payments of receivable accounts from the workstation.

NOTE: The Balance is printed on the transaction receipt. This is useful when using Accounts Receivable as Gift Certificate.

Discount on Card Only

Enable this option to force to use of an Account Receivable card to apply an A/R Discount.

Display Balance

Enable this option to display the Accounts Receivable balance on the Order screen once an account has been associated to a table. The Accounts Receivable balance also appears at the bottom of the Print screen.

NOTE: the Display Balance must also be enabled in Server Control / View / Options / Receivable

Deposit

Employee Deposit

Enable this option to grant access to the Employee Deposit payment in the Special Menu on the workstation. This function allows employees to deposit cash from their assigned cash drawer. The system keeps in record the employee number and the cash deposited to reflect this on the employee's financial reading.

NOTE: Deposits are for cash money only.

Employee Deposit Before Reading

Enable this option to force the employees to perform an employee deposit before they can print a reading.

Current / Previous Shift

Enable this option to allow the employees to determine whether the employee deposit that they are doing is for the current or previous shift.

Force deposit

Enable this option to force employees to perform a deposit when the threshold amount is reached in their assigned cash drawer. The cash threshold amount is configured in the Cash Limit field below.

Cash Limit

This field becomes available only if the Force Deposit option is enabled. Enter the cash amount threshold after which the employee will be forced to perform an employee deposit.

NOTE: For this option to work, employees must be linked to a Cash Drawer in Point of Sale Control / Employees / Employees / POS Operation, and cash drawers must be linked to the workstations in Point of Sale Control / Workstation / Options / Devices.

NOTE: If the amount of cash in the drawer exceeds the cash limit, the workstation will not accept transactions from this employee until enough cash has been deposited.

Order

Order Functions

Use Modifier

Enable this option to allow employees to order modifiers at the POS workstation. If this option is disabled, items that are configured with modifiers will be ordered without modifiers by these employees.

Replace Modifier

This option only becomes available if the Use Modifier option is enabled. Enable this option to allow employees to replace a modifier by a different one using the LESS function key.

Print On Next Client

Enable this option to send the items selected for the current customer to the kitchen when using the Next Customer button in Fast-Food operations.

No Customer Count

Enable this option to skip Table Zero (0) guests from the customer count in the reports for Bartender, Fast Food & Order employees. This is useful to avoid double count of a client who orders a drink in the lounge until a dinning room table is ready, for example.

NOTE: This option disables, for Table Zero (0), the Count Customer button of Point of Sale Control / Screens / Screen Layout Setup. Also, this option allows to skip guests of regular tables from the customer count in reports by allowing to enter Zero (0) when the # of Customers option is set to Beginning in Point of Sale Control / Revenue Center / Options / Options. The Special Menu Printout options also has to be enabled in both Point of Sale Control / View / Options / Check & Printing. This is useful to avoid double count of a client who orders a coffee and a dessert after paying the main meal, for example, or a customer ordering in the bar lounge while waiting for a table to become available.

Enhanced Mandatory Divisions

Enable this option to prompt for the mandatory divisions when the Send button is touched. This is especially useful for Drive-Thru operations.

NOTE: If this option is disabled, the prompt for mandatory divisions will occur when the Print button is touched.

Qty Keyboard

If you enable this option, a numeric pad is available, allowing the employee to specify quantities without using the Quantity button under the CMD screen.

Alternate Order Screen

Enable this option to compile the chosen items in real-time on the Order screen. As you choose items, if some identical ones have already been selected, they will be displayed on the same line instead of being displayed each on their own line. This is useful when ordering for multiple guests on the same customer screen.

NOTE: This option also compiles identical items ordered in separate operations.

Park Table

Enable this option to allow dining room employees to keep items currently selected but yet to be ordered so that they can leave the workstation and come back later without having to re-enter all those selections again. When that employee then accesses any Point Of Sales, the parked table is automatically offered, and the kept items are displayed, as if the employee had not left the workstation. New items can then be added and ordered at the same time as the kept items.

NOTE: Also create a Park Table button in Point of Sale Control / Screens. On the Floor Plan and Table Verification screens, a parked table will be noted with an "H", for Held. An employee can only park one table at a time.

Hold and Fire

Fire

Enable this option to allow employees to manually Fire held items to kitchen printers. This allows employees to override the time delay on held items.

Hold

Enable this option to allow employees to manually set a Hold on items during the ordering process, so they are not fired to the kitchen printers when the order is sent. When a hold is set on an item, the employee is asked for a time delay, in minutes, before the item is automatically fired to kitchen printers. The countdown starts as soon as the order is sent using the Maitre’D Send command. The time delay can always be overridden by manually firing the item(s) or printing the guest check.

NOTE: If Hold is used in conjunction with the No Time Delay option, Maitre’D will not ask for a time delay, and the item(s) will be held indefinitely. Held items can then only be fired by using the manual Fire command or by printing the guest check.

Auto-Hold

Enable this option to automatically hold items using the predefined time delay set in the item’s division. Affected items will display the countdown clock as soon as they are ordered and behave the same way as manually held items. The countdown starts as soon as the order is sent using the Maitre’D Send command. The time delay of automatically held items can be overridden by using the manual Fire command or by printing the guest check. This option can also be used in conjunction with the No Time Delay option.

NOTE 1: Auto-hold delay is configured in: Point of Sale Control / Revenue Center / Divisions / [Division name] / Option / Auto-Hold.

NOTE 2: This option is only available if the Hold option is also enabled.

Course Confirmation

Enable this option to prompt for an "All Clients" confirmation when putting a Course on Hold for one client on a table where multiple clients have items separated by courses.

NOTE: The Fire and Hold options must also be enabled.

No Time Delay

Enable this option so that all held items are held indefinitely. With this option enabled, Maitre’D will no longer ask for a time delay when holding items. This option also affects auto-hold items by causing them to be also held indefinitely. Held items can then only be fired by using the manual Fire command or by printing the guest check.

Status Screen Operation

Enable this option to use Hold & Fire management from the Status Screen. With this option enabled, traditional Hold & Fire management from the order screen remains available.

Conditional Printing

Use Conditional Printing

Enable this option to activate the conditional printing option setup in P.O.S. Control / Revenue Center / Divisions / Conditional Printing.

Print Modifier

Enable this option for the conditional printing chit to include the modifiers associated with the sales item(s) from the second division.

Use Compilation

Enable this option to group identical items together in the conditional printing portion of the order chit with the sales item(s) from the second division.

CVM

CVM Functions

On the Fly Printing

If this option is enabled, the order will be printed at the same time it is entered.

Remote Display

If this option is enabled, customer can see his order on a remote display.

Display at the Bottom

Enable this option to display orders on the bottom half of CVM when this one operates in split mode.

Command

Other Screen KEYS

Send

If this option is enabled, the SEND button appears on the workstation for these employees. The SEND button is used for sending orders to the shared printers only. If Table #0 Check option is enabled, the SEND button also prints a guest check. If Table #0 Payment option is enabled, the SEND button closes the check.

Print

If this option is enabled, the PRINT button appears on the workstation for these employees. The PRINT button is used to print a check for the guest. If the order has just been entered, the PRINT button prints the guest check and sends the order to the kitchen in one step without using the SEND button.

Close

Servers use the CLOSE button to select a method of payment for the check. If servers have not used the SEND or PRINT buttons for an order, the CLOSE button sends items to the kitchen, prints a check, and closes the check to the selected media type. This CLOSE button appears on the order entry screen next to the PRINT button. In a server-banking environment, the CLOSE button should always be enabled.

Change Mode

If this option is enabled, the MODE button is available on the order entry screen at the workstation, and employees have the ability to change modes for any transaction. This option allows employees to order items from different modes.

Change Revenue Center

If this option is enabled, the REVENUE CENTER button is available on the order entry screen at the workstation, and employees have the ability to change revenue center for any transaction. This option can allow employees to order items from different revenue center on the same check.

Can Exit POS

If this option is enabled, these employees have access to the function CLOSE POS in the SYSTEM FUNCTIONS at the workstation to stop running the program any time.

Confirm for LESS & CLEAR

Enable this security option to restrict the use of the LESS and CLEAR buttons. With this restriction, the workstation requests a password when trying to use the LESS or the CLEAR buttons during the ordering process and only removes the items if the password belongs to a manager. Also, with this option, the number of Items corrected as well as their value will be printed on the server financial report.

Track Item Correct Detail

Enable this option to track all Clear/Less operations, even for employees allowed to perform these functions. You can only disable this option if you disable the "Confirm for LESS & CLEAR" option above it as well. Maitre'D also includes details on all of the removed sales items within those traces, whether these operations are restricted or not.

NOTE: Using this option adds significant traffic on the network.

Send on Positive Total Only

Enable this option in the Fast-Food Configuration to force a manager Takeover for transactions where the total is brought back down to $ 0.00 or negative before it can be closed with the Send, Print or Close buttons.

Revenue Center Switch

This selection allows employees to switch revenue centers. By default the employees cannot switch the revenue center, the selected value is Unavailable and the touch that represents this function will not be available at the workstation. The other choices are Before Order, After Order or Anytime.

Mode Switch

This selection allows fast-food employees to switch modes. By default these employees cannot switch the mode, the selected value is Unavailable and the button that represents this function will not be available at the workstation. The other choices are Before Order, After Order or Anytime.

Order on Pour

Order on pour is a special ordering mode where a bar dispenser device takes control over the ordering process. While in this mode, the POS workstation automatically orders all items poured from the bar dispenser. By default, the workstation is always in standard ordering mode and the Order on Pour mode has to be toggled manually via a preferential screen or screen layout button.

Automatic Order on Pour

Enable this option to force employees into Order on Pour mode as they login to the POS workstation. Employees can still use the Order on Pour toggle button to go back to regular ordering mode, but will always default back to Order on Pour on every new order.

Other Items Available

Enable this option to allow employees to order items that are not tied to the bar dispenser device via a PLU.

NOTE: In order to be tied to a bar dispenser, items need to be linked to a PLU which has the Used for bar interface option enabled

Combo Meal

Use Combo

Enable this option to activate the detection of combos by comparing the ordered items with the combo templates setup in Point of Sale Control / Revenue Center / Combo Meals. If they correspond to a combo, the employee can apply that combo so that the customer gets the special price.

Auto Apply Combo

Enable this option to apply detected combos automatically, without asking for a confirmation.

Multiple Combo Choice

Enable this option to suggest more than one combo when multiple combo options are detected from ordered items.

Auto Combo Suggestion

Enable this option to detect a combo as soon as a sales item flagged with the Combo Meal’s Main option is ordered.

NOTE: This option is not compatible with the Detect Combo on Print option.

Use Suggestion Screen

Enable this option to display the possible combos in an area of the Order Screen. You can touch this area to select the appropriate combo.

NOTE: You need to setup a Combo Screen Suggestion area in Screen Layout Setup and/or Preferential Screen Setup.

Use Ordered Items

Enable this option in a table-side service restaurant to activate the detection of combos by comparing the items ordered in current and previous operations with combo meals.

NOTE: For example, if a customer first only ordered a hamburger and French fries, but then orders a soft drink with his dessert, the sandwich, fries and soda can be combined into a hamburger combo.

Detect Combo on Print

Enable this option to activate the detection of combos by comparing all the items with combo meals when the check is printed, instead of detecting them automatically as the items are selected. This allows to give the best possible deal once all items have been ordered and the customer is ready to pay. The only possibility for regular employees will be to apply combos. Managers and Head Servers will have the choice to apply them or not. If checks are reprinted, because of added items and/or for a redistribution, only managers or head servers can apply new combos.

NOTE: This option is incompatible with the Auto Combo Suggestion options above, but the Use Combo and Use Ordered Items options must also both be enabled.

Print Combo Details

Enable this option to print combo components on the guest check. This option may be mandatory in regions where printing a detailed check is governed by law.

NOTE: Combining this option with Modifiers on Check (Point of Sale Control / Employees / Configuration / Invoice) may cause a lot of information to be printed on the guest check. Be sure to test this thoroughly before deciding on the final configuration.

Replace Surcharge

This option applies to upsizes. With this option disabled, surcharges are cumulative, meaning that the surcharge for the upsized item will be added to the surcharge of the original item. With the option enabled, the surcharge of the upsized item will replace the surcharge of the original item.

Apply Surcharge on Weight Modifier

Enable this option to apply the surcharge amount that is set in Modifier items ordered through Weight Modifiers. Note that for the surcharge to apply, the corresponding Weight Modifier needs to be set with a “free” value of at least 1.

Use Best Deal

When multiple items from the same group could be used to assemble a combo, enable this option to force the combo engine to always give the best possible deal to the customer. With this option enabled, the combo engine will always use the most expensive items when assembling a combo, which automatically gives the best possible combo discount for the customer. Surcharges are also taken into account when making the calculations. For instance, if a customer orders two desserts with a combo, a $3.00 apple pie and a $5.00 cake, Maitre’D will automatically make the $5.00 cake part of the combo, which saves the customer $2.00 more than the apple pie.

If this option is disabled, the combo engine will scan items in the order they were ordered and use the first item on the list that matches the combo requirements.

Special Menu

Use Special Menu

Enable this option to validate the ordered items using the Special Menu Settings when the Print or Close buttons are touched.

NOTE: The Special Menu Settings only work for the Bar Server, Bartender, Head Server, Managers and Server employee functions. They do not work on Table 0 (zero), nor for the Order or Delivery employee functions. The Special Menu Printout option in Point of Sale Control / View / Options / Check as well as the Special Menu Printout option and Alternate Printout in Point of Sale Control / View / Options / Printing must all be enabled.

Return to Order

Enable this option to order forgotten items before printing the check and returning to the Order screen.

NOTE: The Use Special Menu option above also has to be enabled.

Auto Send

Enable this option to order forgotten items before printing the check and exiting to the Login screen.

NOTE: The Use Special Menu option above also has to be enabled.

Transfer

Payment

If you enable this option, employees can transfer amounts between 2 different media types. This feature allows to correct "Cash Due" on the server reading after checks have been closed.

Server

If you enable this option, employees can transfer tables from one server to another. Use this option if servers take over tables from other servers. If an employee's function is manager or head server, the workstation requests the number of the table involved in the transfer. The managers or head server have the option to move the table to a specific server. If the employees are not head servers or managers, they can only enter the table numbers of the tables they are accepting.

Table

If you enable this option, employees can change a table number to a different table number in the server's section. This option is helpful if a server enters the wrong table number or the customers move to a different table.

All Tables

Enable this option to allow employees to transfer all open tables from another employee. Managers using this option can transfer tables to and from any server. Regular employees can transfer tables from any server to themselves only.

Customer

If you enable this option, employee can transfer one customer from a table to another table if both tables belong to the employee.

Item

Enabling this option allows employees to transfer items from one customer to another sitting at the same table. If you need to transfer items to a customer at another table, the customer transfer option must also be enabled; this function is located on the Status screen. Managers or head-servers can transfer items from one to another.

Tips

If you enable this option, a server can transfer a portion of tips from another employee. Servers cannot transfer their tips to other employees.

Order

If you enable this option, any employee with the ORDER function will be allowed to access any table opened in order mode. Otherwise, the employee will only be able to access his own table.

POS Report

Available Reports

Personal Reading

If you enable this option, Maitre'D allows the employees to print their server financial report. Otherwise, employees cannot print their server financial reports. An authorized employee must print the report such as a manager.

Global Reading

If you enable this option, Maitre'D allows employees to print a main reading. You must also select the Personal Reading field and manager functions. The Main Reading button appears on the Manager menu.

Divisions Report

If you enable this option, the server financial report includes the total amount and the total items sold in this division.

Categories Report

If you enable this option, the server financial report includes a summary of sales by categories.

Checks Report

If you enable this option, Maitre'D includes a list of checks closed by the employee in the server financial report.

Counters Report

If you enable this option, Maitre'D includes a list of counters (sales units or meters) in the server financial report.

Activity Report

If you enable this option, Maitre'D allows the employees to print the activity report at the workstation. You may generate the activity report for the full day or a range of hours in the day in order to compile labor and sales statistics for the restaurant.

Open Table Report

If you enable this option, Maitre'D allows employees to view all open tables. Otherwise, Maitre'D does not allow the employees to view open tables other than their own. It is possible to view or print a list of open tables for a particular server or all servers from the workstation.

Workstation Report

If you enable this option, Maitre'D allow the employees to access the reports about the workstation.

Current Shift Report

If you enable this option, Maitre'D allow the employees to access the reports of the current shift.

Previous Shift Report

If this option is enabled, Maitre'D allow the employees to access the reports of the previous shift.

EFT Consolidated

Enable this option to print the Electronic Funds Transfer Total, including all Credit and Debit Cards, on the Server Reading.

Selection

Report Selection

If you enable this option, Maitre'D allows the employee to access the pre-defined reports at the workstations. When selecting this option, you will have access to the Detailed report frame in order to select which reports you want to give access to this employee's configuration.

Divisions

When enabled, this option makes the Divisions report available from the Special menu on the POS under the Detailed report menu. This report will give you sales total by revenue centers and modes. The sales figures are before taxes and discounts.

Today's Meters

When enabled, this option makes the Today's Meters Report available from the Special menu on the POS under the Detailed report menu. This report will give you the quantity of sales unit by revenue center sold during the day. It gives you an average of each sales unit sold by period of time, based on daily sales units sold for the week.

Yesterday's Meters

When enabled, the Yesterday's meters report can be found in the Special menu on the POS under the Detailed report menu. This reports gives the quantity of sales unit by revenue center sold on the last day closed. It gives you an average of each sales unit sold by period of time based on daily sales units sold for the week.

Current Meters

When enabled, the Current Meters Report can be found in the Special menu on the POS under the Detailed Report Menu. This report provides the quantity of sales unit sold for each week of the current period; it sorts the information by revenue center and gives you an average of each sales unit sold weekly during the period.

Passed Meters

When enabled, the Passed meters report can be found in the Special menu on the POS under the Detailed Report Menu. This report gives you the quantity of each sales unit sold for each week of the previous period; it sorts the information by revenue center and gives you an average for each sales unit sold weekly during the period.

Activity 15 Min

When enabled, the Activity 15 Min report can be found in the Special menu on the POS under the Detailed Report Menu. This report gives real time information on sales and labor cost for each period requested. In addition to the regular activity report, this report provides labor cost per employee task and per department information.

Activity 30 Min

When enabled, the Activity 30 Min report can be found in the Special menu on the POS under the Detailed Report Menu. This report gives real time information on sales and labor cost for each period requested. In addition to the regular activity report, this report provides labor cost per employee task and per department information.

Activity 60 Min

When enabled, the Activity 60 Min report can be found in the Special menu on the POS under the Detailed report menu. This report gives real time information on sales and labor cost for each period requested. In addition to the regular activity report, this report provides labor cost per employee task and per department information.

Activity Summary

When enabled, the Activity Summary report can be found in the Special menu on the POS under the Detailed report menu. This report gives real time information on sales and labor cost for each period requested. In addition to the regular activity report, this report provides labor cost per employee task and per department.

Preorder Report (Today)

When enabled, the Pre-order report (today) can be found in the Special menu on the POS under the Detailed report menu. Pre-orders are orders given to you several days in advance. This report gives you the list of Pre-Orders for the current day.

Preorder Report (30 Days)

When enabled, the Preorder report (30 days) can be found in the Special menu on the POS under the Detailed report menu. Pre-orders are orders given to you several days in advance. This report gives you the list of Pre-Orders for the next 30 days.

Global Dispatch

When enabled, the Global Dispatch report can be found in the Special menu on the POS under the Detailed Report Menu. This report shows information such as delivery orders assigned to each delivery driver, customer waiting time, and the times at which the driver left and returned to the restaurant. It can also show total amounts received and any discount or credit granted to a customer.

Driver Dispatch

When enabled, the Dispatch driver report can be found in the Special menu on the POS under the Detailed report menu. This report shows information such as delivery orders assigned, customer waiting time, and the times at which the driver left and returned to the restaurant. It also shows total amounts received as well as any discount or credit given to a customer.

Reading By Revenue Center

When enabled, the Reading By Revenue Center report can be found in the Special menu on the POS under the Detailed report menu. This report gives you sales information on a specific revenue center or combined sales information for all revenue centers.

Bar order

When enabled, the Bar Order report can be found in the Special menu on the POS under the Detailed Report menu. This report shows what alcohol is currently ordered in Maitre'D but still not poured by the Berg bar dispenser device.

Reset

Report Reset

Reset Report

If you enable this option, employees can reset their own reports to zero after printing. This is useful in the case of split shifts. You would then have separate cash and sales totals for each shift. It is possible to obtain a report showing cumulative totals for the entire day from the Back-Office. You must select the Reading field discussed above for this option to work.

Auto Reset Report

If you enable this option and the Reset Report option isalso enabled, the Server Financial Report (SFR) will automatically reset after printing. Otherwise, the server will have the choice to reset or not the SFR.

Manager Reset Report

If you select this option, the Manager will have access to 2 functions to reset employees reports without having to print them. The Reset Report function allows to reset the reading of a single employee at a time. The Multiple Reset Report function allows to reset many employees' financial reports at ounce. On the resulting server number screen, you can touch the ALL button to reset every employees' readings, or select any employee's name to add them to the list of financial reports being reset, and touch the EXIT button, followed by the OK button to confirm the operation.

Reset when Punch In

If you enable this option, Maitre'D automatically resets a server's financial report at punch-in (every time the server clocks in). All sales totals start at 0, but Maitre'D does not erase the check detail at the bottom of the server financial report.

Reset when Switch Skill

If you enable this option, this server's financial report is reset when an employee switches a job skill (such as from bartender to server). Otherwise, it is not reset when an employee switches a job skill. This field only applies if you are using the Time & Attendance module.

Punch Out Reading

If you enable this option, after the employee punches out, a financial report for this employee will print.

Functions

Availability

Enable this option for managers to allows them to toggle the availability of items per Revenue Center and Mode through the Manager Menu on the Point Of Sales. They can choose between the permanent Availability or the Temporary Withdrawal option. Managers can also generate an availability reading, that prints all unavailable or temporarily withdrawn items of the selected revenue centers and modes. The report includes the following information:

Revenue Center
Mode
Items
(P) Permanent availability
(T) Temporary withdrawal

NOTE: The Temporary Withdrawal is used for an External Orders System (EOS) in addition to the POS. All Temporary Withdrawal will be made available again for the next fiscal day if the Reactivate Temp. Withdrawn Items at the EOD option is enabled in Point of Sale Control / View / Option / Configuration / Option.

Manager Functions

Enabling this option, employees can perform functions usually reserved for managers. All of the following functions at the workstation are available to employees if enabled.

System Function
Servers Report
Closing Function
Void a Table
Main Reading
Employee Deposit
Variable Lists Set Up
Activity Report
Open Tables Report
Currency Set Up
Mode Set Up
Discount Availability

If disabled, employees cannot perform these manager functions.

System Function

If you enable this option, the employee will be able to delete the following files from the workstation: DATA.DAT , *. DAT , SETUP.DAT , Printer Test. If you disable this option, the employee does not have access to this function.

NOTE: Deleting some of those files may bring your system down for several minutes. Only authorized personnel should have access to this function.

End of Day

If you enable this option and all the tables and checks are closed, this option allows the employees to close out the day from the workstation. If you disable this option, employees cannot close the day.

Remark

If you are sending the order to a shared printer and printing the guest check at the same time, the remark shows up on both the kitchen chit and the guest check.

Void Table

If you enable this option, employees can void open tables. If you do not enable this option, employees cannot void open tables.

No Sale

By enabling this option, the NO SALE button will appear as a programmed button in the screen layout or under CMD. Employees will be able to ring a No Sale on the workstation and open the cash drawer. If not, the NO SALE button will not appear therefore they will not be able to open the cash drawer this way. Employees usually use the NO SALE button to make change, as well as to perform other related tasks. MaitreD records the number of No Sale transactions on the servers financial report for security reasons.

NOTE: The option Drawer must be enabled in the Employees POS Operation.

Split Sales

If you enable this option, a server will be able to split the sales of a server.

Waste Table

By enabling this option, a WASTE TABLE button will appear listed under the FUNCTIONS button. The purpose of this function is void transactions, but, if you are using the Inventory Management module, it will not return the items to the inventory.

Waste Item

By enabling this option, a WASTE ITEM button will appear listed under the FUNCTIONS button. The purpose of this function is void single items, but, if you are using the Inventory Management module, it will not return the item to the inventory.

Close the Shift

If you enable this option, the employee will have access to a CLOSE SHIFT button under the FUNCTIONS button.

Generate Shift Report

Enable this option to print a shift report when closing the shift at the workstation.

NOTE: If you ask to close the shift for All workstations the report will include All workstations, All shifts & All Drawers.

Unlock PATT Tables

Enable this option to allow employees to unlock tables that are locked by Pay-At-The-Table (PATT) remote payment devices.

Initialize Pin Pad

If you enable this option, these employees have access to the INITIALIZE POSPAD function in the Special Menu at the workstation.

Bar dispenser override

Enable this option to enable the bar dispenser override function, under the manager menu, which allows to pour drinks without the need to send an order from Maitre'D first. For example, a drink might have been dropped, and this function allows to pour it again without having to order it again on the workstation. This function must be used on the workstation unto which the bar dispenser device is physically connected and defined.

EFT refund

Enable this option to allow these employees to perform credit cards refunds at the workstation.

Inventory adjustment

Enable this option to allow inventory adjustments from a handheld workstation using the pocket PCs bar code reader.

Display theoretical quantity

Enable this option to display the theoretical quantity of items when entering inventory adjustments from a handheld workstation.

Merchandise Reception

Enable this option to allow an employee to perform Merchandise Reception from a workstation, such as a handheld.

NOTE: To allow this, also enable the Remote PO Reception option in Inventory Management / View / Options.

Cash Card Operation

Enable this option to allow a manager to do special transactions on cash card, such as refill the card with more money.

Recipe

Enabling the option will have Maitre'D display recipes for sales items selected on the touch screen. Example, a new bartender might use this option if he/she forgets or does not know how to prepare a drink.

NOTE: They can also print the recipe. This function is accessible only if the Inventory module is installed on your system.

Access Other Bar Server Table

Enable this option to allow Bar Servers to access other Bar Servers' tables when using the Table function on the Order screen, similarly to head-servers that can access other server's tables, but without the Previous, Next and Status functionalities.

Shift Deposit

Enable this option to allow a cashier to declare a deposit from the cash drawer at the end of a shift.

Bag Deposit

Enable this option to allow a manager to declare a bag drop at the bank.

Meal Plan

Enable this option to give employees access to the Meal Plan functions.

NOTE: To accept ITC Meal Plan Cards as a form of payment, add the following configuration keys & values in the POS.INI files of the workstations;

UseMealPlan=True

MealPlanIP=xxx.xxx.xxx.xxx (IP Address of the Meal Plan Server)

MealPlanTimeOut=xx ( Timeout in seconds. Default is 5 sec.)

For the workstations to send a unique ID in a Meal Plan request to ITC instead of their POS number, also add the following configuration key & value:

MealPlanID=xxxx (ID provided by ITC)

Reprint External Check

Enable this option to allow these employees to access through the Function button a screen with all external checks coming from a 3rd party application, such as a kiosk or a web site. These checks are displayed from the most recent to the oldest, and touching one of these buttons reprints that check.

CMD

Command

PLU Number

If this option is enabled, employees can order sales items by the item numbers. This number is not the PLU number, but the sales item number. The sales item number is displayed as the ITEM # in the top of the screen in Revenue Center / Items Setup. The sales item number may be different from the PLU number. The Sales Item number can be displayed at the workstation if you enable the Item Reference option in Configurations by revenue centers Options.

Order Real PLU number

Enable this option so that employees can order sales items using the PLU number linked to the sales item. This option is especially useful when PLU numbers are already pre-printed on the sales items by the manufacturer.

Miscellaneous

Enable this option to allow the use of items with the Open Price option enabled in P.O.S. Control / Revenue Center / Items Setup / Function

NOTE: To actually change the value of an Open Price item, the Price Override option below must also be enabled.

Quantity:

If you enable this option, employees can use the QUANTITY button to enter multiple orders of the same sales items.

Course:

Enabling this option will give employees access to the COURSE button which allows them to specify what items ordered correspond with which course of the meal. For example, a customer may choose to have their appetizer served before or along with the main entree. If you disable this option, employees do not have access to the COURSE button.

NOTE: In order to speed up the ordering process, you can program COURSE buttons on the preferential screen. This option is available only if you also disable the Conditional printing option in Point of Sale Control / Employees / Configuration / Order and enable the Compilation option in Point of Sale Control / Revenue Center / Options / Options / Kitchen.

Auto Add Course:

If you enable this option, when you add a course to a customer order, then go to the next customer on the table, the course will be automatically added to this customer. When this option is disabled, you have to add the course to each customer if needed.

NOTE: The Kitchen Compilation option must be enabled.

Credit Card Number:

When activated, that option enables Maitre'D to memorize credit card numbers by using the Credit Card Number button. For example, this function can be used to start a tab without actually authorizing the credit card transaction for a specific dollar amount. If you disable this option, employees do not have access to the Credit Card Number button.

Remark on Request:

If you enable this option, the REMARK button appears on the CMD screen and allows servers to enter Remarks whenever they want. In Configurations by revenue centers Options you can program the following features with regard to remarks:

To set the number of lines for remarks, fill the Number of Lines field.

To define when the Remarks screen appears, change the Input field.

If you wish no remarks to print on the guest check, disable the On Check option. You can choose whether or not remarks print on the guest check, but if you are using remarks they always print in the kitchen. There is no option to turn off remarks on the shared printer.

Remarks are useful for telling the kitchen the customer is in a hurry or to personalize message on the guest check, such as "Happy Birthday Joe!".

Number of Clients:

This option allows employees to enter the number of customers at each table using the Number Of Clients button. The original number of customers entered could be updated as people either join or leave the table. Re-enter the check and change the number of customers. If this option is disabled, these employees can not modify the number of customers at a table.

Round:

The ROUND button allows employees to reorder items already ordered by customers at a table. Example, a customer ordered 1 order of Nacho and 2 Bud Lights. Suppose that a half an hour later the same customer wanted another order of Nacho and 2 Bud Lights. The ROUND button would allow an employee to order these same items again with fewer keystrokes. If enabling this option, the ROUND button is available to employees. To enable this option, the Round option under the Revenue centers/Options must also be enabled.

Client Adjustment:

If you enable this option, the employees will be allowed to adjust their total count of customers.

NOTE: This manual modification is only reflected on the employee readings on the workstation and the Sales Consolidated report in the report center.

Price Override:

Enable this option for employees to enter a value for an items with the Open Price option enabled in P.O.S. Control / Revenue Center / Items Setup / Function. This option is helpful when customers order items that are not on the menu, specials, or new items that have not been programmed.

NOTE: The Miscellaneous option above must also be enabled. The Price Override option must be enabled to allow the use of the Price Override function defined in a Macro/CMD list.

Manual Bar Code:

Enabling this option will enable the employee to enter bar codes manually.

View Order Time:

Enable this option to see on screen the time the order was sent to the kitchen. When enabled, the server can select the Order Time option under the CMD screen to display the time the order was sent. The time will be displayed for each item over the price location.

Assignment Override

Enable this option so that when using the floor plan, it is possible to assign tables to an employee that are not assigned to the section of that server. Also, when these employees touch the Table button without entering a table number, the floor plan is displayed, and they can simply touch the table they want to open.

NOTE: If the Special Menu Printout options are also both enabled in Point of Sale Control / View / Options / Check and Printing, the floor plan is displayed with the color and blinking scheme setup in Floor Management / View / Options /Status.

Change Floor Plan

Enable this option to allow employees to change floor plans on the workstation.

Open Description

Enable this option to allow the use of items with the Open Description option enabled in Point of Sale Control / Revenue Center / Items Setup / Function.

Negative Price Disabled

Enable this option to prevent employees from entering a negative price when ordering an open price item.

Setup

Setup Functions

Table Assignment

Enable this option for Hostess employees to select Floor Plans and Cancel or Modify Clients on the Waiting List in Floor Management mode or to assign tables to sections in Control Buffet mode.

NOTE: Maitre'D will use the Floor Management module if the Table Assignment option is enabled in the Point of Sale Control / View / Options / Configuration / Option. If it is disabled, Maitre'D will work with the Control Buffet mode instead.

Section Assignment

Enable this option to allow Hostess employees to assign employees to sections.

Discount Availability

The Discount Availability button, which appears on the Manager menu, allows employees to turn discounts on or off at the workstation. If you enable that option, Maitre'D will allow employees access to discount availability. If you disable this option, the employee cannot access discount availability.

Privilege Credit

Enable this option if you want the employee to be able to apply a credit to a privilege customer account.

Permanent Meter

If you enable this option, the server, when accessing Table 0, will be prompt with the list of meters and will be able to declare a new value for the meters. This value will be used to generate sales and record adjustments for this waiter. This feature is usually programmed for BARTENDER or BAR SERVER employees.

Meter Adjustment:

If you enable this option, employees are allowed to change the value of the permanent meters on the workstation. If you disable this option, changes to the permanent meters must be done in the Back-Office.

Currency Setup

If you enable this option, employees can change the Exchange Rate at the workstation. If you disable this option, the Exchange Rate can only be change from the Back-Office.

Price Change

If you enable this option, employees can change the prices of sales items in any mode from the workstation.

Screen Setup

Enable this option to allow these employees to modify the descriptions and items assigned to buttons on preferential screens from the workstation. If this option is disabled, these employees can only modify the prices of the items assigned to these buttons.

Mode Setup

Enabling this option will enable employees to change the workstation mode. If you disable this option, employees will not be able to change the mode and the workstation will work in the mode selected in the Workstation Mode configuration. This option can be used for bars that offer a happy hour special. For example, suppose that the happy hour finishes at 7:00 P.M., but that, given an unusually busy night, some customers did not get the chance to be served by that time, then the manager can decide to extend the happy hour by changing the mode.

Assign Waiter

If you enable this option, these employees have access to the function SERVER ASSIGNMENT in the MANAGER MENU at the workstation. The selected Point Of Sales this employee is allowed to work on is saved in the Workstation field of Point of Sale Control / Employee / Employee / POS Operation.

NOTE: The Server Assignment option must also be enabled on Point of Sale Control / View / Options / Security.

Redirect Printer

You can enable this option to have access in changing the shared printer output at the workstation.

Variable list

You can enable this option to have access to the variable lists programmed in Point of Sale Control / Screens.

Access Setup

If this option is enabled, the manager will be able to register employee fingerprints or assign magnetic employee cards. This operation is only available to employees that have the manager function.

NOTE: This option used to be called Biometrics Setup.

Drawer Setup

Enable this option to allow a manager to assign cash drawers to employees from the workstation.

Disable Password Change

Enable this option to prevent employees from changing their passwords at the POS workstation.

Table 0

Table 0 Functions

Access

Table 0 access allows an employee to place orders quickly and in rapid succession by eliminating the table # and manually closing all transactions to cash. For example, this is helpful in a busy bar environment. The system returns to the order entry screen automatically. If this option is enabled, this employee has access to table #0. Otherwise, this employee is not able to work on table #0.

Check

If you enable this option, the workstation prints a guest check automatically for each transaction when you use the SEND button. Otherwise, the employee must command the workstation to print a check on Table #0 by using the PRINT button. The Table #0 access option must also be enabled to use this option.

NOTE: If this option is disabled, Fast-Tender operations are quicker since you are not forced to print the check when using the fast-tender buttons.

Payment

This option offers you a choice of payment by displaying the media type screen after an order on Table #0 on. If the option is disabled, however, Maitre'D assumes the media type is cash and closes the check to cash. Disabling this option gives faster operation because the check automatically closes to cash. However, if the check is closed to cash by mistake, you can always modify the payment by using the last four digits of the check. The Table #0 access option must also be enabled for this option to work properly.

Drawer on Total

If you enable this option, the cash drawer will open when the workstation displays the total during table #0 operation. Otherwise, the cash drawer will only open after the media type is selected. Usually, this option is enabled for faster operation.

Void

If this option is enabled, employees can create negative checks. Employees use negative checks to perform refund on closed checks. This option does not produce a button on the CMD screen. You are not voiding a specific check, but creating a new check number that has the items to be voided entered negatively. This check offsets the check that was ring incorrectly.

Bar server interrupt

Enable this option to be able to switch from one bar server order screen to another, during the ordering process. When enabled, a SERVER button will let you switch from the current bar server order screen, to a new bar server order screen. For example, if Bar Servers are entering an order in the system but another employee comes along who needs to place an order urgently, they can select the Server Interrupt button and enters their server number and process the order. The original servers are then able to go back to the first order screen; Maitre'D will simply take them back to where the order was left off.

Filtered Customer List

Enable this option so that bartenders can filter only the tabs he has opened himself from all running bills.

CCard Use Name for Bar Table

Enable this option so that a bartender can read a guests name from a credit card magnetic strip after login on, and use it as the table name.

NOTE: The Name on EFT Receipt option in Electronic Funds Transfer / View / Options / Operation must also be enabled.

Reverse First and Last Name

Enable this option to invert the sequence in which the first and last names are displayed on the order screen when allowing bartenders to read these names from a credit card magnetic strip to assign it to a table.

NOTE: The Use CCard Name For Bar Table option above, as well as the Name on EFT Receipt option in Electronic Funds Transfer / View / Options / Operation, must also be enabled.

Confirm CCard Name

Enable this option so that a bartender is prompted for a confirmation of the name on the credit card before assigning it to a table.

NOTE: The Use CCard Name For Bar Table option above, as well as the Name on EFT Receipt option in Electronic Funds Transfer / View / Options / Operation, must also be enabled.

Food Runner

Delay

Enter the delay in second, to wait before the last three orders are displayed. By default, the delay is set to 0 and the orders do not display.

Consolidate orders

Enable this option to compile the ordered items on the Food runner screen.

Sort items by category

Enable this option to group items by division category on the Food runner screen.

Fiscal Printer

Fiscal Printer Functions

XClose

Enable this option for the manager configuration so that they can print the current Fiscal Report of the printer on each workstation individually in Russia.

End Of Day (2 Close)

Enable this option for the manager configuration so that they can print the final Fiscal Report and Close the fiscal day of the printer on each workstation individually in Russia.

NOTE: The End Of Day has to be performed EVERY day on EACH fiscal printer.

Delivery

Historical

If you enable this option, employees will have access to the delivery time of the last five orders of the customers. The Delivery module must be installed on your system to use this option, and the historical field and the With Driver option in the Delivery/View/Option must be enabled.

Credit

If you enable this option, employees can give a customer a credit that may be applied on their next delivery. The credit applied to a customer will be treated as a discount the next time this customer calls to place an order. The Delivery module must be installed on your system to use this option, and you must define a Credit promotion in P.O.S. Control/Payments/Promotion.

Last Order

If you enable this option, employees can recall the details of the last order that the customer has placed to the restaurant by using the LAST ORDER button in the CMD screen. The Delivery module must be installed on your system to use this option, and the Last Order option in the Delivery/View/Options must be enabled.

Drive Thru

This option is only available for employees with the Order function. This option is designed especially for a restaurant with a drive-thru service. The system uses the FIFO (First in First Out) method to recall the customers in the queue. A drive-thru employee should be set with two Order Functions and use different configurations for each function. The first function is used to take customers orders. In this configuration, the Drive Thru field must not be enabled. The system will then assign a new order number. The second function is used to recall and close customer orders. In this configuration, the Drive Thru option must be enabled. The system will then give access to the oldest unclosed order. For a restaurant with two drive-thru windows, you can create two different employee numbers. One will be use to take customer orders and one to close them. In this set up, you only need one function per employee.

Order Re-enter Table

Enable this option to speed up service by automatically reentering the Order Screen when using the Order Function, to quickly start a new transaction, like the Fast-Food Function.

Print Invoice After Payment

Enable this option to print Drive-Thru Invoices after the payment and show settlement information.

Order Only

Enable this option to disable the manual entry of an order number on the Order function button. This makes sure the system always generates the next available order number.

Driver Manager

If you enable this option, the driver will be able to assign and recall delivery orders for other drivers through a Driver Dispatch screen.

NOTE: The Dispatching option must also be enabled in Delivery / View / Options.

Pick Up Mode

Enabling this option will allow the server to use the Carry Out function-a new function designed to do carry outs. A carry out is an order that is taken by phone from the employee, just like a normal delivery, but that is picked up at the restaurant by the customer instead of being delivered to the customer's home.

In order to enable that function, you must create a Carry out Configuration like a basic delivery configuration, but you must also select the Pick up mode option under P.O.S. Control / Employees / Configuration / Delivery. When enabled, this option allows to obtain a CARRY OUT function, therefore, all the carry out orders will not appear in the dispatch screen. You will need to create 2 functions for employees taking telephone orders. One is called DELIVERY, for orders to be delivered, and the other one is CARRY OUT for customers that will pick up their orders. For DELIVERY, use the delivery configuration that has no Pick up mode option enabled, and for CARRY OUT use the one that does have the Pick up mode option enabled.

From the server ID screen, enter your server code then press ENTER; this will give you access to a selection screen.
Touch the CARRY OUT button to make the customer information screen appear.
Enter the customer information then touch ORDER.
Place your order and hit the SEND button. This way, the order will not be sent to the drivers' dispatch screen.

Use Print Dispatcher

Enable this option to display the print dispatcher screen by default to driver managers when accessing the dispatch function. A button allows switching between the Print Dispatch and the Driver Dispatch screens. This function can be enabled or disabled through the managers' Special Menu.

NOTE: During the End Of Day, the print dispatcher is automatically reactivated. The Driver Manager option above and the Printing options in Delivery / View / Options / Dispatching must also be enabled.

External Zone Configuration

Enable this option to allow these Employees to modify the Additional Delays and Statuses of an External Order System zones from the Points Of Sales.

NOTE: The Driver Manager option above must also be enabled.

Discount

Select the discounts the employee can apply on the customer check. Only a manager or a head server can apply the non-selected discounts for this employee.

Media

Payment

Select the payments you want to grant to employees.

Event Manager

Enable this option to allow employees to use the Event Manager functionality.

NOTE: In order to use Even Manager functionality, the Use Even Manager option needs to be enabled in Server Control / View / Options / Advanced / Miscellaneous.

Add Depot

Enable this option to allow employees to apply a deposit towards an event.

Remove Depot

Enable this option to allow employees to cancel or refund a deposit previously made for an event.

Start Event

Enable this option to allow employees to start an event.

View

This option let you choose whether you want to see toolbar (all the icons at the top of your screens) or not. This selection toggles from enable and disable. When there is a check mark besides the option, the option is enabled and you will see the toolbar.

Status Bar

This option let you choose whether you want to see status bar (the line located at the bottom of your screen) or not. This selection toggles from enable and disable. When there is a check mark besides the option, the option is enabled and you will see the status bar.

Setup Dates

First Day of the Week

This field displays the first day of the week, as configured in System Configuration / Tools / Date Control. This field cannot be modified.

Start of Year

This field displays the first day of the current fiscal year, as configured in System Configuration / Tools / Date Control. This field cannot be modified.

End of Year

This field displays the last day of your fiscal year, as configured in System Configuration / Tools / Date Control. This field cannot be modified.

Last Closing Date

This field displays the date of the last closed business day. This field cannot be modified.

Daily summary Number

This field displays the sequential daily summary report number. This field cannot be modified.

Options

Configuration

Number of Revenue Centers

Set the number of revenue centers that will be used. The default number is 4. The minimum is 1 and the maximum is 32. Examples of common revenue centers include "Dining Room", "Take Out", "Bar", "Delivery", etc. Revenue centers are sometimes referred to as "profit centers".

NOTE: If changing settings in a live environment, eorkstation data will need to be recreated.

Number of Modes

Select a multiple of 4 modes up to a maximum of 32. Modes can be used in many different ways. Typically, modes represent price points for sales items.

Number of Tables

This field refers to the number of tables, and the actual table numbers, used in the system. A maximum of 9,999 tables is available. If you intend to create sections, and assign numbers in each section, you could set up 500 tables and use 101, 102, 103 ... for section 1 and 201, 202, 203 ... for section 2. Order numbers begin with the next number after the number programmed here. (e.g. # of tables = 500 order # begin at 501).

Non Taxable

In this field, you may assign a tax type to "Non Taxable" tax for application by authorized servers at the time they print the guest checks.

NOTE: In order for this function to work correctly, you must also check the Non Taxable option in Point of Sale Control / Employees / Configuration / Invoice.

Check #

This field cannot be modified. On a new installation or following a sales deletion, this value will be set to 100000. This value will increase by 1 every time a check is printed. In normal use, this field tells you what is the last check number that was printed by Maitre'D and gives a rough idea of how many checks were printed since the first day the system was used.

Language

Select the main language to be used at the point of sale workstations. This will be the default language that is used on the POS screens before the employee logs in. After login, the language used is defined in the POS employee record, under Point of Sale Control / Employees / Employees.

Second Language

Select an alternate language to be used by employees after they logon to the POS workstation.

For the second language to take effect, the Main Language option need to be disabled in the employee record, under Point of Sale Control / Employees / Employees.

Option

Permanent Meters

Enable this option to update Sales Units in real time and appear in the meter section on the server financial report. The servers can declare the value of the meters at the start and end of their shift. Otherwise, Permanent Meters will not be functional.

30 Minutes Meter Interval

The detailed meter report contains meters sold by 15 minutes intervals. Enable this option to have the report in 30 minutes intervals instead.

Bar Code with Price

If you leave this option disabled, the barcode will be used to find the programmed item and will use the programmed price for it. I you select this option, you can use the price encoded in the barcode. The first digit of the barcode must be 2 and the first seven digits are tested to find the corresponding items. Digits 8 through 11 are used as the item price. See the UPC guideline # 11 for more details on barcodes.

Manual Sales Item Cost

If you enable this option, you will have to manually enter the sales items cost for each item. Leave it disabled to use the inventory module calculated cost.

NOTE: This option is only available if you have the Inventory module installed.

Daily Deposit

Enable this option if you want the daily deposit entered before starting the end of day. With this option, when the end of day is started, the daily deposit will be asked to the user. The amount entered will appear in the daybook reports with the daily balance.

PLU Mandatory

Enable this option to force the entry of a PLU code link every time a new sales item is created.

24 hours Operation

If you enable this option, you will be able to close the day with open tables / checks. The open tables / checks will be transferred on the next day operation.

NOTE: EFT transactions must be closed, even if this option is Enabled.

European Operation

Enable this option to calculate an inclusive tax appropriately in the European market.

VAT Calculation

Enable this option to calculate the Value Added Tax on the invoice total instead of per item.

NOTE: The European Operation option also need to be enabled.

Meal Counting

Enable this option to count the number of meals on the activity report. For more information on counting the Number of Meals, refer to the Items Setup Options. Disable this option to display the customer count on the activity report. (Servers enter the number of customers when they enter orders.)

Table Assignment

If you enable this option, the Hostess function manages the sections of the restaurant, including table verification, floor plan, section assignment, smoking status, number of customers seated and seating availability. Otherwise, the Hostess function will work in the "Control Buffet" mode.

Alternate Discount Calculation

You can calculate Item/Division discounts with two inclusive taxes using the same method as in European Operation option. With this option enabled, the system extracts the inclusive taxes from the sales item price before the discount is calculated. With this option disabled, the system calculates the discount before extracting the inclusive taxes.

Multiple Fast Cash Key

Enable this option to allow the use of Fast Cash buttons lower then the check total multiple times. Every time a Fast Cash button is touched, if the button is not enough to close the invoice, this amount will be cumulated with the next Fast Cash button. Once the total cumulated amount is enough to cover the check total, the payment will be accepted.

Reactivate Temp. Withdrawn Items at the EOD

Activate this option to disable the Temporary Withdrawal option of all items for the next fiscal day so that they can be sold again from the External Order System (EOS) and the Points of Sales.

Auto close external orders at EOD

Activate this option to automatically close external (web) orders during the End-of-Day process. This will only affect orders which already have a payment applied. Unpaid orders will remain open.

POS

Update Button

Enable this option to display the Update button on the main screen of the workstation. This button allows to update the workstation after changes to the system from the Back-Office have been made. The Update button allows to update without having to open or access a guest check.

Items without Quantity

Enable this option to display the items separately. This option is useful if you setup an automatic item discount of type two for one or many for one. These discounts work only if the quantity stays at one. Leave it disabled to allow the items to have a modifiable quantity.

Enable Media Screen Calculator

Enable this option to allow the use of the plus (+) and multiply (*) buttons on the media amount entry screen to use multiple instances of the same media type. For example, if you have 2 gift certificates of different amounts, you can use the plus button to add them together and enter a total amount of gift certificates, instead of manually adding 2 amounts before entering their total at the workstation.

NOTE: This feature also allows the use of the plus (+) button on the Promotion Amount screen to add multiple instances of the same discount.

Release Confirmation

Enable this option for the system to prompt you with a confirmation message ("yes" or "no") when you manually attempt to release a table.

One Touch Login

Enable this option to quickly choose an employee from a list displayed on the workstation instead of entering the employee number every time.

NOTE: If the employee list is not displayed, press the ENTER button on the server number screen.

Cash Rounding

Enable this option to turn on rounding for Cash transactions only and eliminate the use of pennies. This is useful in locations where you want to avoid manipulation of the smallest coins. The rounding is displayed on the Amount Received and Change screens, and printed on the Check and Receipt.

NOTE: Make sure this is legal with local authorities.

Use Volume Modifier

Enable this option to enable the replacement of the Tare option by the Volume Modifier option for liquor control when setting an item's function as Price Rolled Up.

Automatically Upsize Modifier

Enable this option not to prompt for modifiers again when upsizing a main item with modifiers.

NOTE: If these modifiers are setup with their own upsizes, they will be used. If not, they will remain the same.

Open Price Auto Override

Enable this option to force item with the Open Price option to be ordered at their default price point without displaying the numeric keypad. This allows third-party interfaces to change prices for those items in the back-office without affecting items that have previously been ordered on checks or bar tabs that are still open.

Sort Discounts Alphabetically

Enable this option to sort the list of discounts alphabetically on the point of sale. If this option is left disabled, the discounts will be sorted by their internal ID number.

Use advanced POS UI

Enable this option to use the high-definition, HTML-Based user interface for point of sale workstations. Disable this option to keep using the legacy user interface.

NOTE: The Advanced POS UI requires more resources than the Legacy POS UI. Use of the Advanced POS UI is recommended with high-end POS hardware.

Display Delay

Enter the number of seconds after the end of the transaction before the line display shows the promotion lines setup in Point of Sale Control / Revenue Center / Options / Messages.

Report Time-out

Enter the number of seconds after the request for an external custom Crystal Report on the workstation before displaying a Timeout During Report Generation prompt.

Service Speed Data

Enter the number of days that will be available for the service speed report, in the report center. Valid values are between 30 and 365, inclusively

Check

Detailed Check

Enable this option so that the Print Check screen on the touchscreen workstation includes an option allowing servers to print the totals by customer.

Tax on Receipt

Enable this option to print taxes on the receipt.

Receipt Without Amount

Enable this option so that payment receipts do not contain any amounts pertaining to the total due or payment media used. Otherwise, the normal receipt is printed with the amount of the guest check.

Print Bar Code on Check

Enable this option to print the invoice number in a bar code format. The check can be recognized using a bar code scanner at the terminal.

NOTE: Make sure that the printer can print bar codes by configuring appropriate settings under Point of Sale Control / Workstation / Printer Type / Setup.

Print When Discount is Applied

Enable this option to force the printout of a receipt every time a discount is applied to a check.

Print Inclusive Tax Total

Enable this option to show the total of the inclusive taxes above the check total.

NOTE: This is printed only if the taxes do not have the Separate Printout option enabled in Point of Sale Control / Payments / Taxes / Options.

Amount in Literal Format

Enable this option to spell out the total amount on every invoice, as required in Mexico.

NOTE: You also need to set the Language field to Second Language and the Second Language field to Espanol in Point of Sale Control / View / Options / Configuration.

Special Menu Printout

Enable this option to print main priced items separately from included components and regular sales items on the guest's check when Special Menu Settings are validated.

NOTE: The Use Special Menu option must also be enabled in Point of Sale Control / Employees / Configuration / Order / Special Menu. Also, Combos are not compatible with this option.

Closed Check Reprint

Enable this option to reprint a fully detailed duplicate of a closed check with the settlement information when touching the Print button on the Close screen, instead of only a receipt with the total and settlement.

No Invoice Printing

Enable this option to prevent guest checks from printing.

NOTE: This option cannot be used in jurisdictions where any form of Sales Recording Module or fiscal printer is required. Please check with local fiscal authorities before using this option.

Printing

Automatic Redirection Table

Enable this option to use redirection table to direct the printing route of various logical printer per mode.

Redirection Table by Revenue Center

Enable this option to use automatic redirection table by revenue center instead of mode.

Separate Course

Enable this option to print the courses on separated chits on the shared printers. Disable it to print them on the same chit.

Alternate Printout

Enable this option to use a slightly different looking check printout.

Condensed Printout

Enable this option to remove any extraneous line feeds on checks and reduce the amount of paper used.

Re-Open Check Without Kitchen Printing

Enable this option to eliminate the printing of previously ordered items in the kitchen when reopening a closed check.

NOTE: Both the Void Item and Cancel/Re-Open Check options must be enabled in Point of Sale Control / Employees / Configuration / Invoice / Cancellation.

Media on Bartender Invoice

Enable this option to get the same check settlement information on checks and receipts generated by a Bartender as on those generated with the Fast-Food and Order functions, with the mandatory amount tender on a running bill opened with a customer name.

NOTE: If the Print button is used, the check prints normally and does not reprint when applying payment.

Special Menu Printout

Enable this option to print the control items indented under the included sales items on the kitchen coupon when Special Menu Settings are validated.

NOTE: The Alternate Printout option above must also be enabled, as well as the Use Special Menu option in Point of Sale Control / Employees / Configuration / Order / Special Menu.

Modifier Exception Printing

Enable this option to allow modifiers attached to a main item to control how the item is printed on kitchen printers. For example, a revenue item could be configured not to print on any kitchen printers. However, if a modifier is ordered with that item and that the modifier is set to print to the kitchen, the main item would then be printed at the same printer as its modifier.

NOTE: Items that are affected by modifier exception printing will be printed separately, even if compilation is in use.

Print Revenue Items as Modifiers

Enable this option to ensure that revenue items ordered as modifiers are properly placed under the main item that called them on the kitchen chit.

NOTE: This option is especially useful when working with combo meals, where revenue items are treated as modifiers under the main combo item.

Print Modifiers to All Printers

Enable this option to ensure that revenue items prints to all printers configured for that item, even if ordered as a modifier.

NOTE: This option is especially useful when working with combo meals, where revenue items are treated as modifiers under the main combo item.

Mobile Printing

These options apply to print jobs coming from mobile devices such as smartphones and tablets.

Workstation

Select the workstation that is responsible for handling print jobs send by mobile devices such as tablets and smartphones.

Polling

Se the polling interval (in seconds) at which the workstation will check for print jobs from mobile devices.

EFR Server

These settings apply to systems using the EFSTA Fiscal Register to record sales data and print fiscal signatures on receipts.

NOTE: Set the proper Sales Recording Module in System Configuration / View / Options / Devices.

Port

Type the TCP port number used by the EFR server. The default value is 5618. However, please verify the actual setting in your EFR server installation to be sure to use the correct value.

Print QR-Code

Enable this option to print a QR code containing the fiscal data on the receipt.

NOTE 1: ESC/POS codes also need to be configured in Point of Sale Control / Workstation / Printer Type... / [your printer] / QR Code.

NOTE 2: To print QR Codes, an ESC/POS Compatible printer must be used. The printer also needs to support QR Codes specifically. Older printer models, such as the Epson TM-T88III does not support QR Codes. QR Codes are supported by the TM-T88IV or later models.

Security

Unassigned Waiter Card

Enable this option to allow the use of pre-programmed card for employees. The Maitre'D will look for the password associated with that card instead of the server number and password. Make sure that you are using a card with a password that is not currently used by another valid server because the system will use the first employee that is using this password in the employee database.

Manager Takeover

Enable this option enable the Manager Takeover functionality. This gives the managers the possibility to momentarily take over a table already accessed by another employee without having to exit from the table and re-enter it.

Security Level

Enable this option to use up to 6 security levels. "6" is the highest and "1" is the lowest. These security levels control entry to the system's employee files.

NOTE: You can configure an individual's security level in the Security field in Time & Attendance / File / Employee.

Server Assignment

Enable this option to assign servers to a specific Point of Sales. If you assign an employee to a workstation, he will only be able to work from that Point of Sales. The employees that are not assigned will be able to use all workstations. The selected Point of Sales an employee is allowed to work on is saved in the Workstation field of Point of Sale Control / Employees / Employees... / POS Operation.

NOTE: For a Manager or Head Server to use this feature from the workstation, enable both the Manager Functions option in Point of Sale Control / Employee / Configuration / Functions as well as the Assign Waiter option in Point of Sale Control / Employees / Configuration / Functions / Setup.

Use Security Algorithm

Enable this option to print on every guest's check a Security Algorithm number required for fiscal verification.

NOTE: This option is to be used only in Belgium.

Force Employee Card Swipe

Enable this option to force employees to use their magnetic cards, and disable their passwords.

NOTE: You can NOT use magnetic cards for employees and biometrics devices on the same system. Also, this option disables the Change Password function on the workstation.

Generate Text File

Click this button to create a security file in Belgium.

NOTE: This button is available only if the Use Security Algorithm is enabled. You can specify a location to save this file in the Security Files Path line of System Configuration / View / Options / Directories. This button is not used in El Salvador.

Biometric

Biometric Log on Only

Enable this option to force employees to use the biometrics device, and disable their passwords.

Biometric T&A Punch Only

Enable this option to force employees to use the biometrics device when they punch in, and disable the server's passwords, even if the employee record is linked to a server number and that server number does not need the biometrics device to order.

Biometric as Validation Device

Enable this option to use the biometrics device only to validate an employee's identity instead of a password. The employee will still have to enter his server number on the workstation to identify himself, but when the password is required, he will touch the biometrics device instead of entering his password. The same will apply when punching in or out with the Time & Attendance module.

Display Acquired Fingerprint

Enable this option to show on screen the real fingerprint scanned instead of a default generic image during the biometrics capture.

NOTE: This option is only available with the Authentec Biometrics Reader device.

Time Out Delay

POS Inactivity

Enter the inactivity delay, in minutes, before the workstation will exit any table screen a server has left open for a long period of time, and comes back to the server Login screen. If there are items selected but yet to be ordered, or if the screen is currently displaying the hostess' floor plan, the workstation will not go back to the Login screen. Setting this field to 0 will disable this feature.

NOTE: This field can be superseded by the Inactivity Override and Inactivity Seconds fields of Point of Sale Control / Employees / Configuration / General, but this Inactivity Minutes field must be different than Zero (0) for these two other fields to take effect.

Drawer Warning

Enter the inactivity delay, in second, before the workstation will start beeping if the employee has left the cash drawer open for a long period of time. Setting this field to 0 will disable this feature.

Gratuity Distribution

Enable this option to print the percentages of tips owed to other employees on the server's reading.

Assistant

Enter the percentage used to calculate the amount owed to the buss people. This percentage is applied on the Net Sales.

Host

Enter the percentage used to calculate the amount owed to the employees seating guests. This percentage is applied on the Net Sales.

Transfer

Enter the percentage used to calculate the amount owed to other employees in the same section. This percentage is applied on sales transferred from any other employee.

Division

Enter the percentage used to calculate the amount owed to Bartenders. This percentage is applied on divisions where the Gratuity Distribution option is enabled.

NOTE: To use a division in this calculation, enable the Gratuity Distribution option in Point of Sale Control / Revenue Center / Division / Option.

Calculation Type

Select the type of sales figures to use as a base for the calculation of the gratuity distribution.

Net Sales

Select Net Sales if the gratuity distribution should be calculated based on the sales without taxes.

Gross Sales

Select Gross Sales if the gratuity distribution should be calculated based on the sales including taxes.

Home Page Branch

Use Default

If you enable this option, the Maitre'D default home page for the Point Of Sale Control module will be used.

Address

Enter the URL of your head-office's intranet or your complete URL on the Maitre'D Databoard server that will be used instead of the default local home page for the Point Of Sale Control module.

Maitre'D Databoard Identification

User name

Enter the user name to access the Maitre'D Databoard server.

Password

Enter the password to access the Maitre'D Databoard server.

Confirm Password

Confirm the password to access the Maitre'D Databoard server.

British Columbia Soda Tax

B.C. Soda Tax Overview

Audience

This article is intended for all Maitre'D users, resellers and support technicians, doing business or providing technical support for users in the province of British Columbia (BC), Canada.

Requirements

Maitre'D Version:

Maitre'D 7.08.00.340 or later

Overview

Effective April 1, 2021, soda beverages will no longer qualify for the exemption for food products for human consumption. PST will apply to all retail sales of soda beverages at a rate of 7%.

If you sell soda beverages and are not already registered as a PST collector, you must register to collect and remit PST. Ensure your point of sale systems are updated to charge PST on soda beverages effective April 1, 2021.

What Are Soda Beverages?

Soda beverages are carbonated or effervescent beverages that have bubbles and fizz and contain any of the following:

Sugar
Natural occurring sweeteners
Added natural sweeteners (such as honey, molasses, maple syrup, fruit juice, stevia, etc.)
Artificial sweeteners (such as aspartame, sucralose, saccharin, etc.)

Carbonation or effervescence may be either naturally occurring in drinks (as in the case of fermented non-alcoholic beverages, such as kombucha) or injected after the beverage has been manufactured (e.g. with carbon dioxide or nitrogen).

Examples of Soda Beverages Include:

Soft drinks and soda pop
Sparkling fruit juices
Carbonated or nitrogenized energy drinks
Kombucha
Nitrogenized coffee (if sweetened)
Sparkling, sweetened water

Soda beverages also include:

Frozen sweetened beverages, such as Slurpees or Frosters, that have been carbonated or have other gases added to them, and
Sweetened effervescent beverages that have any of the following added to them:
- frozen desserts, such as ice cream (e.g. ice cream floats)
- fruit or fruit flavouring
- candy, chocolate or another type of confection

NOTE: The information from this section was taken from Notice 2021-002, issued in February 2021 by British Columbia's Ministry of Finance. The original can be consulted here:

Provincial Sales Tax (PST) Notice 2021-002

Learn more about British Columbia's Provincial Sales Tax (PST):

B.C. Provincial Sales Tax (PST)

Read the Provincial Sales Tax Act:

B.C. Provincial Sales Tax Act

Specific guidelines for the restaurant and bar industry:

Bulletin PST 119 - Restaurant and Liquor Sellers

British Columbia Soda Tax Configuration

This article explains the Maitre'D configuration required to comply with British Columbia's Provincial Sales Tax Act.

IMPORTANT! This article assumes that your Maitre'D POS system is already configured and fully functional. Use the information from this article to update your existing Maitre'D POS system to the new regulation.

Configuration sequence

Create / Configure Tax Categories as explained in the Create Tax Categories article.
Create / Configure Taxes as explained in the Create Taxes - New Tax articles. You may also refer to the tables below for specific settings.
Assign taxes to divisions as explained in the Assign Taxes to Divisions article.
Assign all sales items that are defined as "Sodas" to taxable divisions.

Suggested Tax Categories for Maitre'D

British Columbia has two tiers of sales taxes. The first tier is managed at the provincial level, which includes the provincial sales taxes and liquor taxes. The second tier is managed at the federal level, which includes the Goods & Services Tax (GST). Therefore, it is suggested to use two Tax Categories for Maitre'D:

Provincial Taxes
Federal Tax

Required Taxes in Maitre'D

Provincial Taxes:

Provincial Sales Tax (PST) - 7%
Provincial Sales tax (PST) for liquor - 10%

Federal Taxes:

Goods and Services Tax (GST) - 5%

Detailed Tax Configurations

The following tables list all the options and settings for each tax. Refer to the Create Tax Categories article to learn how to create a new tax, and refer to the tables below for each individual setting.

Provincial Sales Tax (PST) - 7%

The provincial Sales Tax at a rate of 7% applies to sodas as explained in the B.C. Soda Tax Overview article. However, if you also sell miscellaneous goods, such as clothing, bottle openers and souvenirs (e.g. souvenir glasses or pens with your company name on them), you also need to apply the 7% PST on these items. The PST may be used as an add-on tax or an inclusive tax.

Maitre'D Tax Settings for 7% PST configured as add-on tax

Maitre'D Tax Settings for 7% PST configured as inclusive tax

Provincial Sales Tax (PST) for liquor - 10%

The provincial Sales Tax at a rate of 10% applies to all alcoholic beverages containing more than 1% of alcohol per volume, such as beer, spirits and liqueurs, wine, mixed drinks, etc.

Settings for 10% PST configured as add-on tax

Maitre'D Tax Settings for 10% PST configured as inclusive tax

Goods and Services Tax (GST) - 5%

The federal Goods and Service Tax (GST) at a rate of 5% applies on all goods and services, including food, beverages, alcohol, clothing, souvenirs, etc. The GST may be used as an add-on tax or an inclusive tax.

Maitre'D Tax Settings for 5% GST configured as add-on tax

Maitre'D Tax Settings for 5% GST configured as inclusive tax

Division Tax Settings for British Columbia

Audience

The settings explained in this article only applies to businesses located in the Canadian province of British Columbia.

Aim

The aim of this article is to explain how to setup Maitre'D divisions to comply with the British Columbia Provincial Sales Tax Act. These setings will ensure that sodas are taxed according to Provincial Sales Tax (PST) Notice 2021-002, which came into effect on April 1st 2021. At the same time, this configuration will ensure compliance with all other provisions of the Provincial Sales Tax Act pertaining to the restaurant and bar industry, as defined in Bulletin PST 119 - Restaurant and Liquor Sellers.

Before you begin

Make sure that all required taxes are created and properly configured. See B.C. Soda Tax Configuration.

To learn how to access tax settings for each division and read definitions for each setting, see Assign Taxes to Divisions.

Divisions containing soda beverages

For definitions of what is considered a "Soda Beverage", see B.C. Soda Tax Overview.

The divisions used for sodas are taxable by both the GST (5%) and PST (7%). Here are the required settings:

Tax #1

Select GST (5%) from the drop-down list.

Tax #2

Select PST (7%) from the drop-down list.

BC Soda Beverages Tax

This section becomes available because the BC Soda Beverage Tax option is enabled in the PST (7%) tax settings.

Maximum Amount

Set this value to $3.00.

Maximum Percentage

Set this value to 50.

Divisions containing alcoholic beverages

The divisions used for alcohol products are taxable by both the GST (5%) and PST Liquor (10%). Here are the required settings:

Tax #1

Select GST (5%) from the drop-down list.

Tax #2

Select PST Liquor (10%) from the drop-down list.

BC Soda Beverages Tax

This section is not available because the BC Soda Beverage Tax option is disabled in both the PST Liquor (10%) and GST (5%) tax settings.

Maximum Amount

Unavailable.

Maximum Percentage

Unavailable.

Divisions containing other taxable items

The divisions used for non-food items are taxable by both the GST (5%) and PST (7%). Here are the required settings:

Tax #1

Select GST (5%) from the drop-down list.

Tax #2

Select PST (7%) from the drop-down list.

BC Soda Beverages Tax

This section becomes available because the BC Soda Beverage Tax option is enabled in the PST (7%) tax settings. However, these settings must be left at zero for "non-soda" divisions.

Maximum Amount

Set this value to $0.00.

Maximum Percentage

Set this value to 0.

Divisions containing food or other non-PST-taxable items

The divisions containing food items are taxable only by the GST (5%). Here are the required settings:

Tax #1

Select GST (5%) from the drop-down list.

Tax #2

Select Undefined from the drop-down list.

BC Soda Beverages Tax

This section is not available because the BC Soda Beverage Tax option is disabled in the GST (5%) tax settings.

Maximum Amount

Unavailable.

Maximum Percentage

Unavailable.

Examples of PST application on sodas

This article will cover some common scenarios that can be encountered when the PST is applied to soda beverages in British Columbia, and a brief overview of the required configuration.

British Columbia "Soda Tax" recap

Here is a quick recap of British Columbia's Provincial Sales Tax (PST) rules which applies to soda beverages. For complete and up-to-date documentation regarding taxes, please consult the official British Columbia government site at https://www2.gov.bc.ca/gov/content/taxes/sales-taxes.

PST applies to all retail sales of soda beverages at a rate of 7%.
If you offer the beverage for sale without the food or other good, you charge PST on the lesser of:
- the ordinary purchase price of that beverage, and;
- the total purchase price of the other good and beverage together.

If you offer the beverage for sale only with the food or other good, the lesser of:
- 50% of the total purchase price of the food or other good and beverage together, and;
- $3

Also, don't forget that almost all items sold in restaurants, including soft drinks, are also taxable by the federal Goods and Services Tax (GST) at a rate of 5%.

IMPORTANT! While the new regulations are often referred to as "B.C. Soda Tax", it is important to understand that the government of British Columbia did not create a new tax specifically for sodas. Instead, the updated law simply extends the reach of the existing Provincial Sales Tax to soda beverages.

For your POS system, this means that you should not have a separate tax for sodas. You should use the PST at a rate of 7%.

Example #1

You offer an all-you-can-eat buffet with access to a soda fountain for $30.00. Access to the soda fountain is not sold separately and it is not listed on the menu, therefore it does not have its own price. The $3.00 / 50% rule applies: Since $3.00 is lesser than 50% of $30.00 ($15.00), the PST will be calculated on $3.00.

Configuration for Example #1

Configure a revenue item called "Buffet - Adult" with a price of $30.00. Make this item part of a food division.
Configure a free item called "Soda Fountain". Make this item part of a Soda/Soft Drink division.
Link the Buffet - Adult item to the Soda Fountain item through a Weight Modifier and a variable list.

Example #2

You offer an all-you-can-eat buffet for $28.00. You offer access to a soda fountain for an additional $2.00. Because access to the soda fountain is listed separately on the menu, the PST is calculated on the sale price of $2.00 for this item.

Configuration for Example #2

Configure a Revenue item called "Buffet - Adult" with a price of $28.00. Make this item part of a food division.
Configure a Modifier item called "Soda Fountain" with a price of $2.00. Make this item part of a Soda/Soft Drink division.
Configure a Modifier item called "Water" with a price of $0.00. Make this item part of a "non-soda beverages" division.
Link the Buffet - Adult item to the Soda Fountain and water items through a Weight Modifier and a variable list.
This will allow the server to select between "Soda Fountain" (pst-taxable) and "Water" (non-pst-taxable).

Example #3

You sell a hot-dog and large soda combo for $5.00. The soda is not listed on the menu and not sold on its own. The $3.00 / 50% rule applies: Because 50% of $5.00 ($2.50) is lesser than $3.00, the PST will be calculated on $2.50.

Configuration for Example #3

Configure a revenue item called "Hot-Dog Combo" with a price of $5.00. Make this item part of a food division.
Configure a free item called "Soda - Included". Make this item part of a Soda/Soft Drink division.
Link the Hot-Dog Combo item to the Soda - Included item through a Weight Modifier and a variable list.

Example #4

You sell a hot-dog and large soda combo for $5.00. The Hot-Dog on its own is $3.25 and the drink on its own is $2.25, which are both listed on the menu. In this instance, the PST will be calculated on the ordinary sale price of the soda, which is $2.25.

Configuration for Example #4

Configure a revenue item called "Hot-Dog Combo" with a price of $5.00. Make this item part of a food division and enable the Main Combo Item option for this item.
Configure a revenue item called "Hot-Dog" with a price of $3.25. Make this item part of a food division.
Configure a revenue item called "Large Soda" with a price of $2.25. Make this item part of a Soda/Soft Drink division.
Create and configure a combo meal which will include the hot-dog and a soft drink.
To order this combo, you can rely on combo detection or create variable lists and Weighted Modifiers.

Example #5

You sell a hot-dog and large soda combo for $5.00. The Hot-Dog on its own is $3.25 and the drink is $2.25, which are both listed on the menu. You have a special promotion which gives 75% off hot-dog combos that day, which brings the total price of the combo down to $1.25. In this instance, the PST will be calculated on the total price of the combo, which is now $1.25.

Configuration for Example #5

Use the same configuration as Example #4.
Create a 75% Off promotion which will apply on the Hot-Dog combo.

Items Setup

Items Setup List

The Items Setup selection list is divided into a Tree & Branches layout.

Enable a sales item's root to open up the item's main setup.

Enable a sales item's branch to open up the item's configuration by revenue center & mode.

Sort

You can sort sales items based on the Item Description, PLU, Division or Function columns.

Search

You can search for sales items by Item Description, PLU, Division, Function, Revenue Center and Mode.

NOTE: As you type, the search engine only displays items that contain the string, within the set filters. For example, if you perform a search with the string "Shrimp" the system will show all items with that word.

Group By

You can group the display of sales items, so that they are easier to locate, based on the Items Description, Division or Function

Filter

You can filter the display of sales items to only a portion of all available items, based on the Revenue Center, Division and/or Function.

This button allows to modify information on a Sales Item's record. Select a sales item's Root and click on the MODIFY button to modify an item's main setup. Select a sales item's Branch and click on the MODIFY button to modify an item's configuration by revenue center & mode. The record will display and you will be allowed to change any field.

This button allows to setup a new Sales Item.

This button allows to delete a Sales Item's record. Select a sales item's Root and click on the REMOVE button to remove the whole item. Select a sales item's Branch and click on the REMOVE button to remove this item's configuration by revenue center & mode. A warning message will prompt you for a confirmation to delete that record. Click on YES to delete this record.

This button allows to duplicate an Item's record. Select a sales item's Root and click on the DUPLICATE button to create a copy of that source item to a new sales item. The resulting item will have the same prices in all existing revenue centers and modes, and the same name, except for the characters _2 added at the end. You can then rename that new item, and adjust its prices if need be. This is useful, for example, to create all appetizers one after the other, after setting up your first appetizer.

Items Setup

Item

Description

Regular:

Type in a description (up to 20 characters) of the actual menu item, such as cheeseburger or chocolate shake. The workstation prints the item description on guest checks, shared printers and displays on the order screen.

Alternate:

Type an alternate description (up to 20 characters), perhaps abbreviated for the menu item you entered in the previous " Regular " field. For example, cheeseburger could be abbreviated to ChzBurg. The abbreviated description may be displayed on the order screen, and may print on checks or remote printouts. These options are enabled in the POS Control/Menu/Options section.

Function

Function:

Left click the Drop-down arrow to view a list of functions. Select the appropriate function. A description of each function follows

Free:

Sales item with no price. This item is not printed on the guest check. Example: Included items such as a free beverage.

Free on Check:

Same as a Free item but printed on the guest check.

Modifiers:

Set an item as a modifier and/or condiment. The system prints a modifier on the kitchen coupon preceded by the revenue item, which it is modifying. The system does not print the modifier on the guest check unless there is a charge associated with it. Modifiers are usually free but may be priced. 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.

Point:

Free frequent diner Points Item, available when the Points Mode option is enabled in Server Control / View / Options / Frequent Diner.

NOTE: Enter the number of points earned required to get this item for free in the Point Value field of this item's Configuration / Price and Cost branch.

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.

Example: Whisky with soda. If you apply Price Rolled Up function to soda, its price will be included in the price of whisky.

Revenue:

Sales item which generates cash flow.

Scale:

Set an item to scale if you are using the scale option. This tells the workstation to wait for a weight and the price of the item will be calculated according to the weight of the item.

Time:

Sales item sold by the minute.

Division:

Press Drop-down to select the appropriate division.

CVM Color:

Enable the item color for kitchen video monitor (KVM). For standard color, select Use Default, otherwise select another color (Color #8 Color #12 always for special use).

Item Class:

Press Drop-down to select the appropriate item class.

NOTE: If an Item Class is already defined within a Variable List or a Screen, when you link a new Sales Item to that Item Class, this Sales Item is automatically included in the Variable List or Screen.

Main combo item:

Enable this option to make this sales item available to the Combo Meal's Item drop-down list.

Open Description:

Enable this option define a sales item as an Open Description item. The employees must type in a description every time they select that item. This description will show on the Order Screen when you order and when you come back to the table later, as well as when performing a Check Inquiry.

Open Price:

Enable this option define a sales item as an Open Price item. The employees must key in a price every time they select that item.

NOTE: The Miscellaneous and Price Override options must also both be enabled in Point of Sale Control / Employees / Configuration / Functions / CMD.

Options

Options

In Report

If you enable this option, the Back-Office compiles sales statistics for this item and it will be included in the " Sales Item Report ". Otherwise, the Back-Office does not compile sales statistics for this item.

Available

If you enable this option, the item is available for ordering. Otherwise, the item is not available for ordering. If disabled, an item is temporarily out of stock.

NOTE: Disabling this option overrides the availability option of each Revenue Center and Mode in P.O.S. Control / Revenue Center / Item Setup / Configuration / Option

Evaluation Sheet

This field is used to overwrite the Evaluation Sheet. If this option is enabled, an evaluation sheet will be print each time this item is ordered no matter which percentage is set up in the Configuration Evaluation Sheet. This can be useful when you want to get some feedback on a new product. Otherwise, the percentage programmed will prevail.

Others

Tare / Volume Modifier

Tare: Enter the weight of the container that will be deducted from the scale item.

Volume Modifier: Enter the ratio used to modify the main item's price when setting the item's Function as Price Rolled Up, for liquor control. That value can be smaller or greater than 100%.

NOTE: to enable the replacement of the Tare option by the Volume Modifier option, select the Use Volume Modifier option in Point of Sale Control / View / Options / Configuration / POS.

CVM Item Count

Enter the Item Count to be sent to a Posera CVM TCP/IP or TCP/IP CE kitchen monitor.

NOTE: you must also enable the Send Item Count option in System Configuration / View / Options / Devices / Options.

No. Meals

Type in how many meals this item represents to count the number of meals sold. Each time a customer orders the item, the Back-Office increases the number of meals. For example, 0 for a coffee, 1 for a steak, or 2 for a large pizza.

Display Priority

This field is used if you choose By Priority in the Sort Type field of P.O.S. Control / Screens / Variable List Setup and/or P.O.S. Control / Revenue Center / Item Class. This is useful to group similar items within a broader list. For example, in a dessert list, you can group pies, cakes, donuts, ice cream and others by assigning different priorities to these items according to the different dessert types.

NOTE: Items with the same value in this field will be sequenced alphabetically within their section of the list. Also, if you include an Item Class within a Variable List, the Variable List Sort Type has precedence. Enable the Sorted option in the Variable List or Item Class button in Point of Sale Control / Screens / Command Setup.

Portion Count

Enter the number of portions yielded by an item that can be ordered either as a whole or by portions, such as a bottle of wine which can be ordered whole or by the glass.

NOTE: The portion count needs to be configured on the modifier that will be attached to the partitioned item. For example, to sell a wine bottle by the glass, a modifier called "By the Glass" needs to be created, and the portion count needs to be configured in that modifier.

Links

Buffet

This option is used in family dining establishments where buffets are common. Servers whose function is Hostess control the buffets. That function allows the hostess, at any time, to view the number of buffets served, currently being served, etc. The financial report of the waiter will also indicate the number of buffets assigned by the hostess, the number of buffets ordered, and the difference if there is any. The buffet names are defined in the P.O.S. Control / Revenue Center / Buffets section and you are allowed to have up to 10 different buffets. If you are not using the buffet option, select Undefined.

PLU Number

The PLU (Price Look Up) number in the sales items file can have two different functions.

It can be used to associate a different number from the one given by the system automatically (that's the ITEM # that you see in the top left corner of your screen when you program the item). This PLU number will appear in the ASCII export file that could be sent to a corporate office to match their existing PLU's. To use this option the "Use PLU number" field in System Configuration / View / Options must be enabled.

You can use the PLU number to track certain sales items across different revenue centers. For example, you might sell coffee in three different revenue centers but at the end of the week, you might want to know your total sales for this item. You will need to create a PLU for your coffee and attach it to the different coffee sales item. PLU numbers are defined under the P.O.S. Control / Revenue Center / PLU section. If you are not using this option, select Undefined.

Bar Code Id

Enter the bar code value that corresponds to this item. A workstation equipped with a bar code reader will be able to take orders using the bar code.

External Code

This code is used to keep the item match constant between the Maitre'D database and an external application, such as a kiosk or web ordering system, after the Main ID is changed by a Broadcast from the Corporate Office.

Upsize

#1 to #10

Click the ID line of the Upsize button that will replace this base sales item by another individual Items or a choice from a Variable List.

Modify

Click this button to configure this item's upsize items or variable lists.

Remove

Select an upsize and click the Remove button to delete it.

Item

Enable this option to set this button as an individual item.

Item

Choose in the drop-down menu the Item to display when the Substitution or Upsize button are touched on the Point Of Sales.

Variable List

Enable this option to offer a Variable List as Upsizes.

Variable List

Choose in the drop-down menu the Variable List to display when the Substitution or Upsize button are touched on the Point Of Sales.

NOTE: With the Substitution button, the Variable List is displayed as a single button, in addition to individual items associated with other Upsizes. For example, you can include all possibilities in the Variable List, and the most popular items as individual Upsizes. However, if the only Upsize linked to this item is the Variable List, the Substitution button will display the list right away.

Counter

Countdown

Enable this option to link the quantity entered in the Value field below to the availability of each sales item.

NOTE: This avoids the use of Sales Units to countdown sales items, thus keeping Sales Units for Keeping Count of Items Used or Permanent Meters.

Value

Enter the quantity of this item currently available. This value shows besides the item description on the Order Screen, just as the decreasing permanent meter used to.

NOTE: The Countdown option above must also be enabled.

Reset At End Of Day

Enable this field to reset the quantity entered in the Value field above to zero (0) for this sales item during the End Of Day process.

Sales Unit 1 to Sales Unit 10

The Sales Units can have 2 different functions in the Maitre'D system. They can be used to:

1. Keep count of items used. (Ex: number of pieces of chicken in a bucket)

2. Be compared to an electronic bar system meter (for bar employees)

In both cases, you will need to program your sales unit first (refer to the Sales Units section). Select the appropriate sales unit to be linked to this sales item. You can program up to ten different sales unit counters per sales item.

Multiplier

You can use a multiplier for your sales unit counter. For example, if you want to track the pieces sold in a bucket of chicken that contains 9 pieces (such as 3 breasts, 3 legs and 3 wings), you will have to create 3 sales units called breast, leg and wing. Each one of those 3 counters will get a value of 3 in the multiplier field.

Configuration

The Items Setup Configuration is divided into a selection list.

Enable a sales item's revenue center and mode to open up the item's configuration.

Revenue Center

This column shows the item's existing revenue centers.

Mode

This column shows the item's existing modes.

Price

This column shows the item's sales price in all existing revenue centers and modes.

Add

This button allows to setup a new Sales Item's revenue center and mode.

Modify

This button allows to modify information on a Sales Item's revenue center and mode. Select a sales item's existing revenue center and mode and click on the MODIFY button to modify an item's configuration. The record will display and you will be allowed to change any field.

Delete

This button allows to remove a Sales Item's record. Select a sales item's revenue center and mode, and then click on the DELETE button to remove this item's configuration. A warning message will prompt you for a confirmation to remove that record. Click on YES to delete this record.

Copy Fields

This button allows to access the "Copy Fields" screen. Select a sales item's existing revenue center and mode configuration and click on the COPY FIELDS button to copy an item's Text Recipe without affecting all other fields. You will be allowed to copy that Text Recipe to any other configuration.

Copy Fields

Select the existing configurations where data will be copied.

All

Enable this option to automatically select all available configurations.

Text Recipe

Enable this option to copy the text recipe from the source configuration to all selected configurations.

Price

Enable this option to copy the Sales Item Price from the source configuration to all selected configurations.

Special Mode

Enable this option to copy the Special Mode Ratio from the source configuration to all selected configurations.

Surcharge

Enable this option to copy the Surcharge from the source configuration to all selected configurations.

Point Value

Enable this option to copy the Point Value from the source configuration to all selected configurations.

All

Enable this option to automatically select all available fields.

Click the OK button to copy selected fields from the source configuration to the selected configurations.

Copy

This button allows to access the "Copy To" screen. Select a sales item's existing revenue center and mode and click on the COPY button to copy all fields of an item's configuration. You will be allowed to copy that configuration to any other revenue center and mode.

Copy To:

Revenue Centers

Choose the revenue center(s) where you want the previously selected configuration to be copied.

All

Enable this option to copy the previously selected configuration to all revenue centers.

Modes

Choose the mode(s) where you want the previously selected configuration to be copied.

All

Enable this option to copy the previously selected configuration to all modes.

NOTE: If you choose a mode that does not exist in a revenue center, the existing mode(s) will be copied to, but no new mode will be added to that revenue center.

Replace Existing

Enable this option to overwrite any existing revenue center(s) and mode(s) with the previously selected configuration in addition to creating new configurations for empty revenue center(s) and mode(s).

Click the OK button to start the copy of the selected configuration towards the chosen revenue center(s) and mode(s).

Price and Cost

You can check your selling price or costing for each mode of your revenue center. If you enter a selling price in the format XX.XX in the "Price" field, the computer will update automatically the "% Cost" field. If you enter a two digits number in the "% Cost" field, the computer will calculate a selling price so that your cost is the percentage that you want.

Revenue Center

This field displays the revenue center's description.

Mode

This field displays the mode's description.

Price

This field displays the price of the item for each mode.

Cost

This field displays, for each mode, the cost calculated based on the item recipe as well as on the inventory setting included in each sales item.

% Cost

This field displays the cost percentage calculated based on the item cost versus the item price for each mode.

Profit

This field displays the difference between the item cost and item price for each mode.

Special Mode

If you have a special mode, like Happy Hour, input the ratios so that the system knows by how much it will have to decrease the inventory.

Example: For regular portion, enter 1.

For half the normal portion, enter 0.5.

For twice the normal portion, enter 2.

Surcharge

Enter in this field the amount to add to a Combo price when upsizing a modifier component.

NOTE: If a surcharge is configured in any revenue item that is part of a combo, it will automatically apply when the combo is assembled. This kind of surcharge will always be applied, regardless of how any other combo meal options are setup.

Extra Points

Enter in this field bonus points to add to the Frequent Diner guest regardless of promotion rules.

Point Value

Enter the number of points earned required to get this frequent diner Points Item for free, if the Points Mode option is enabled in Server Control / View / Options / Frequent Diner.

NOTE: The Function field must be set to Points in the Item Function branch.

Option

Available

Enable this option to make this item available in that particular Revenue Center and Mode.

NOTE: Disabling the Available option in Point of Sale Control / Revenue Center / Item Setup / Options overrides the individual Revenue Centers and Modes availability. As well, the Availability option also has to be enabled in Point of Sale Control / Employees / Configuration / Functions to allow managers to toggle the availability of items from the workstation for each individual Revenue Center and Mode.

Temporary Withdrawal

Enable this option to make this item temporarily unavailable for sale from the External Order System (EOS) and the Points Of Sales. When the Temporary Withdrawal status of an item is modified, au update of the information on this item is sent to the EOS in real-time. All Temporary Withdrawal will be made available again for the next fiscal day if the Reactivate Temp. Withdrawn Items at the EOD option is enabled in P.O.S. Control / View / Option / Configuration / Option

NOTE: For an item to be accessible on the workstation, the Available option above must be enabled and the Temporary Withdrawal option must be disabled.

Remote Display Only

This option allows to display items to the Remote Order Confirmation Screen (AccuView) screen without having to print them to the KVM monitor.

Exclude From Savings

Enable this option to exclude this item configuration from the savings calculation that can be configured for each Revenue Center.

NOTE: For this option to have any effect, the Rate Adjustment option needs to be enabled and configured in Point of Sale Control / Revenue Center / Options / Options / Check.

Included Item

Enable from the list of free items the one that is included when this sales item is ordered.

Weight

Represents the maximum weight of the Weighted Modifier. If it is greater then the Free option set in the Screen/ Weighted modifier, the modifier's price will no longer be zero. The default value is 1.

Printing

Printout #1 to #9

Enable the shared printer where you want this item to print. You may send the order to five different printers at the same time.

NOTE: Modifiers always follow the main item. Printout settings #1 to #9 do not affect where the workstation prints the modifiers.

Enlarged

If this option is enabled, this item's description will be printed in bold character at the Printout#1 to Printout #9.

NOTE: If this record is a modifier and you want the print to be enlarged for each printout, enable the enlarge field of the first printout.

In Red

Enable this option in Printout#1 to Printout #9 to print items other then modifiers in red characters as well. For example, this is useful for items with the Free function, but used as modifiers.

Priority

This field is used to prioritize the order in which items print out, so that it follows the specific order in which the cooks prepare them. For example, even if a server enters the modifiers for a pizza as: Mushrooms, Cheese, Pepperoni and Light sauce, the system could print them as: Light sauce, Pepperoni, Mushrooms and Cheese. Items with 0 have the lowest priority, and will print after all other items.

Modifier

Regular Modifier

Enable this to use regular modifiers to obtain the modifier lists for a given sales item. Use these fields to cause 1 or 2 specific modifiers screen to appear when a server orders a certain sales item. For example, if a server orders a steak, a screen will appear on the touchscreen offering the choice of temperature for the steak, followed by a second screen offering a choice for starches.

Modifier #1, Modifier #2

From the drop-down menu, select the variable list of modifiers you want to link to the sales item.

NOTE: A Modifier is a sales item that works as a Remark. There is a maximum of two modifiers per sales item, but since a modifier item can be linked to another one, you can actually link as many modifiers as you need.

Weight Modifier

Enable this to use the weight modifier to obtain the modifier lists for a sales item. Use the Weighted Modifier option instead of Regular Modifier for advanced flexibility. Here is an example of how you might use the weighted modifier. Suppose that there is a choice of 2 free condiments out of 3 available with a Pizza:

Pepperoni, worth $1.00, has a weight of 1.

Green pepper, worth $1.00, has a weight of 1.

Shrimp, worth $2.00, has a weight of 2 because it is worth twice as much as the other two condiments.

In this situation, 1 shrimp has the same value as 1 pepperoni + 1 green pepper, therefore, the customer has a choice between pepperoni and green pepper or shrimp only. If he wants more, he has to pay extra. As you can see, the weighted modifier allows to compare food items that have different values and to mix and match them accordingly.

Weight. Mod.

Click on the drop-down arrow to select the weighted modifier if you want it to be linked to this sales item.

Level Modifiers

Level Mod

Enable the level modifier you want to use. A level modifier is used for example when you are creating sales items such as pizzas, and the items that you will select could have different prices depending on the quantity selected. EX: A basic pizza will go for 9.95 $ with a choice of 3 toppings. Toppings 4 and 5 will go for 2.00 $ whatever you select 4 or 5 toppings, and topping 6 and 7 will go for 1.50 $ each. 1) You will need to program your basic pizza 2) You will need to program a weight modifier for those toppings 3) You will need to create a Level modifier for this pizza. In your basic pizza item you will select your pizza weight modifier, and your pizza level modifier. The pizza level modifier will be programmed such as: Select the Use price fields 1 to 7 Price #1: 0.00 $ Price #2: 0.00 $ Price #3: 0.00 $ Price #4: 2.00 $ Price #5: 0.00 $ Price #6: 1.50 $ Price #7: 1.50 $

Inventory

Recipe on Terminal

Should this option be enabled, Maitre'D will be able to display the sales item recipe on the touch screen whenever a server requires it. If a bar recipe (text recipe) is linked to the item, then that recipe will be used, otherwise, it is the inventory system recipe will be used instead (however, the Inventory Management module must be installed). This option is useful when teaching employees to prepare certain sales items, like cocktails. By enabling this option, you can access the Recipe editor.

Text Recipe

This option allows to link a text recipe to a sales item. From the drop down menu, select the text recipe that you want to link to the sale item.

Use this icon to create or modify text recipes displayed on the workstation.

Recipe To Use

Enable to use an Item Recipe or an Inventory Recipe.

Extra

Recipe

This field displays the total cost of the ingredients included in the item recipe branch.

With Settings

Enable this to include the cost of a setting associated with an item (butter, bread, napkins, etc.). To program the price using this option, go to the Maitre'D Inventory module in the View/Option section.

With Vegetable

Enable this option if the meal comes with vegetables that are not included in the recipe. To program the price using this option, go to the Maitre'D Inventory module in the View/Option section.

Extras

If you do not want to enter every item in a recipe, use this option to enter an approximate cost for minor items. They can be left out of the recipe programming.

Calories

This field displays the total calories of a given item based on the ingredients included in the item recipe branch.

Recipe

The Recipe sub-branch only becomes available only if the Inventory Management Module is available and that the Recipe to Use field is set to either Item Recipe or Inventory Recipe.

Inventory Recipe

Enable the inventory recipe that belongs to this sales item.

Quantity

The quantity of inventory items used in a recipe.

Units

The inventory items used in a recipe in an inventory usage format.

Description

The inventory item description of the ingredients used in a recipe.

Unit Cost

The inventory item cost per usage format.

Cost

The ingredient cost (quantity multiplied by unit cost).

Calories

The total calories of an inventory item used in a recipe.

Ratio

This field is only used by the Automatic Conversion option, and show the percentage of the buying cost applied to this item.

Item

Enable the inventory item that belongs to this sales item.

Quantity

Type in the quantity of the inventory item that is used in your recipe.

Quantity Modifier

At each level, type in the quantity of the inventory item that is used in your recipe. The item has to be a MODIFIER. The higher the level (the more modifiers chosen) the smaller the quantity. If the quantity is more than zero, then the quantity above will be ignored.

Example:

Level 1/Quantity = 10 g

If 1 modifier is chosen then the quantity of this modifier will be 10 g.

Level 2/Quantity = 9 g

If 2 modifiers are chosen then the quantity of this modifier will be 9 g.

Level 10/Quantity = 1g

If 10 modifiers are chosen then the quantity of this modifier will be 1g.