Type in the description for this tax category. Tax Categories are used to group taxes together for reporting purposes. Some examples of description are Food Tax or Liquor Tax.

Description

Enter the Tax Category Description here.

Taxes

Maitre'D supports up to 10 different tax definitions. You might need to use different tax definitions if, for example, food and liquor in your area are taxed differently, then you would need one tax definition for food and another tax definition for liquor.

Tax Category

Type in the description for this tax category. Tax Categories are used to group taxes together for reporting purposes. Some examples of description are Food Tax or Liquor Tax.

Media Types

The Media Types option from the Payments menu allows to create or edit a media record. The Back-Office allows as many as 50 types of payment: 1-25 are regular media types, such a Visa and Cash: media types 26-50 are reserved for payments such as tips and employee deposits. With the exception of the description, they must not be changed.

You may program each media type record individually. For example, you may program a specific credit card or gift certificate type. The Back-Office accumulates amounts individually for each type, and reports the amount on Server Financial Reports and/or the Daily Sales Report.

Promotions

The Promotions option from the Payments menu allows to set up promotions that will be used in the restaurants. There are two types of promotions: Discounts and Coupons. There can be a maximum of 100 discounts and coupons combined in the system. The category you choose determines whether the promotion is a coupon or a discount.

Tips & Services

The Tips & Service Charge option from the Payments menu allows to enter information that enables the workstation to calculate tips and limits on automatic tips as well as surcharges based on a number of patrons served.

Void Reasons

This option lets you program a list of reasons to be used when a manager voids an item from a POS terminal. When you enable this option, a window appears, and all you have to do is simply type in up to 50 reasons you might have.

Maitre'D supports up to 10 different tax definitions. You might need to use different definitions in your area, if, for example, certain items are taxed differently: for instance, you might need one tax definition for food and another one for liquor. The Revenue Center / Divisions section allows to determine which tax definition will be used in each sales item division.

There are 2 ways to calculate tax:

Tax Rate: with this type of tax, Maitre'D calculates the tax based on a percentage rate.

Tax Table: with this type of tax, Maitre'D calculates the tax based on a table of subtotal amounts and their appropriate tax amounts.

Setup

Description

Type the description of the tax definition. The description field controls the grouping of taxes on reports. Some examples of description are "FOOD" and "LIQUOR", or "PROVINCIAL" and "FEDERAL".

Category

Select the Tax Category for this tax. Tax Categories are used to group taxes together for reporting purposes.

Fiscal Identification

Enter the VAT Entry number to use from the VAT Table of the OPOS Driver for Spark 617 TF in Russia.

Tax Type

Select the appropriate tax type for the Québec Sales Recording Module (SRM). If you do not use the Québec SRM, select the Undefined option.

Fixed Tax

Fixed Tax

This field is used to be able to apply a tax surcharge on a specific division, depending on your state tax rules and regulations.

Amount

Enter the fix amount of the tax surcharge.

Rate

Rate

Use the rate field if you are not using tax brackets. The tax laws of your state usually determine this field entry. Maitre'D only uses this rate when the Use tax table option is disabled.

Minimum Taxable

When using the tax rate or tax table, the minimum taxable field is the minimum amount on which the system will calculate tax. If the taxable sales total is less than the amount entered in the field, Maitre'D will not calculate tax on it. If the Inclusive option is enabled, this field is not used.

Special Mode Tax

Two or more revenue centers are identical with the exception of tax. An example is when the Dining Room revenue center is taxable, but the Carry Out revenue center is not.

Upcoming

Use the three Upcoming rate fields if you expect a tax modification to occur in the near future. In the first field, type in the upcoming tax rate, in the second field, type in the new minimum taxable amount, and in the third field, type the accounting date at which the new tax rate will go into effect. Maitre'D will automatically apply the new rate at the predetermined date and replace the Minimum Taxable and Rate fields. You cannot use this field when you are switching from a tax table to a tax rate.

Tax Table

Use Tax Table

If you enable this option, Maitre'D will use a tax table to calculate tax; otherwise, Maitre'D will use a tax rate. Use the Tax Bracket option described below to create a tax table.

Repeat At

Enter the tax amount corresponding to the start of the repetitive cycle of the tax table. A repetitive cycle is when the range of cents taxed starts a consistent pattern. Maitre'D will repeat the tax brackets table starting with this tax amount, after the tax amount set in the Last Entry field below.

Last Entry

Enter the tax amount corresponding to the last position of the table to be filled. Maitre'D will repeat the tax brackets table after this tax amount, starting with at the tax amount set in the Repeat At field above.

Tax Bracket

Click this button to access the tax table. You will need the sales tax table from your state or local tax agency.

Modify

Click this button after highlighting a tax level to modify its top amount. Start with the lowest Tax amount level, and finish with the first Tax amount level where the repeating pattern starts.

To

Enter the highest amount on which this tax level applies.

Options

Inclusive

Maitre'D uses this field with a tax rate, but not with tax tables. If you select this option, Maitre'D will include the tax on the check's item line, but it will separate the tax from the total at the bottom of the check as well as on the Back-Office reports. If this option is disabled, Maitre'D will not include the tax in the item's price. Here is an example of how the inclusive tax works. The check shows a tax of 10 cents on a soft drink that is priced at $2,00, as it appears on the item line. However, the Back-Office report will show that the item's actual price is $1.90 and the tax 10 cents (which amounts to the $2.00 found on the item line of the check). Therefore, when setting the price of the sales item, you will need to set the soft drink price at $2.00.

Check Total

If you enable this option, Maitre'D will compare the total amount of all items on the check to the minimum taxable amount. Otherwise, Maitre'D will compare the total amount of all items associated with a tax to the minimum taxable amount.

Rounding

Enable this option to round to the nearest cent. For example, 3.2 cents will be rounded to 3 cents, and 5.8 cents will be rounded to 6 cents. Otherwise, Maitre'D will cut off the last digits to form a whole cent. For example, 3.2 cents will be truncated to 3 cents, but 5.8 cents will also be truncated to only 5 cents.

Gross Method

This field applies to inclusive tax only. If this option is enabled, Maitre'D will use the gross method to calculate inclusive tax; otherwise, Maitre'D will use the net method to find out the inclusive tax. Here are a few examples of how the gross and net methods work. The Gross Method

The item price is $10.00. The tax is 7%. Maitre'D uses this formula to determine the tax: 10.00 * .07 = $ 0.70 The Net Method

The item price is again $10.00 and the tax is 7%. Maitre'D uses this formula to determine the tax: 10.00 - (10.00 /1.07) = $ 0.65

Separate Printout

If this option is enabled and more than one tax is applied to a check, Maitre'D will print each amount on a separate line along with a description. If it is disabled, Maitre'D will accumulate the total of all taxes and print the total on one line with the description "TAX". For Inclusive taxes, this option only determines wether the total included tax amount is printed or not.

Tax Before Quantity

This field applies to inclusive tax only. If this option is enabled, Maitre'D will calculate the tax for a single item, and then multiply the tax by the quantity. If it is disabled, Maitre'D will calculate the tax but only after the price has been multiplied by the quantity.

BC Soda Beverages Tax

Enable this option to activate the calculation method that is specific to the Soda Beverage tax applicable in the Canadian province of British Columbia. Enabling this option also allows the use of the BC Soda Benerages Tax options located in the Tax branch of each division.

Apply Tax On

Taxes the Tax

This option is effective only if 2 taxes apply on a division, and only for the tax defined in the Tax #2 field of that division.

If this option is enabled, Maitre'D will calculate the amount of the second tax based on the sales amount plus the first tax. For example, suppose you have to apply a federal tax then a state tax to sales items. If you enabled this option, Maitre'D will include the federal tax in the amount used to calculate the state tax. If this option is disabled, Maitre'D will only calculate the state tax using the sales amount.

Taxable Discount

Enable this option to calculate the tax before any discounts are applied on a check. If this option is disabled, taxes will be calculated on the discounted price.

Taxable Service

Enable this option to calculate the tax on service charges added to the check. If this option is disabled, the Service Charge will not be taxed.

Tax on Delivery Charges

Enable this option to calculate the tax on Delivery Charges added to the check. If this option is disabled, the Delivery Charge will not be taxed.

Tax on Charged Discounts

Enable this option to calculate the tax on charged discounts added to the check. If this option is disabled, the charged discounts will not be taxed.

Taxable Gratuity

Enable this option to calculate the tax on gratuity added to the check. If this option is disabled, the gratuity will not be taxed.

1. Home >

2. Chapter 4: Point of Sale Control >

3. Help Contents >

4. Payments >

5. Media Type >

6. Media Type Setup

Point of Sale Control

Payments

Media Type

The Media Types option from the Payments menu allows to create or edit a media record.

The Back-Office allows as many as 50 types of payment: Payment 1 is reserved for Cash. 2-23 are regular media types, such a Credit and Debit Cards, Foreign Currency, as well as Coupons, Gift Certificate and Frequent Diner redemption. Media types 24-50 are reserved for payments such as Paid In/Out, Gift Certificate sale, Account Receivable, Room Charge, tips, transfers and employee deposits. With the exception of the description, they must not be changed.

You can program each media type record individually. For example, you may program a specific credit card or gift certificate type. The Back-Office accumulates amounts individually for each type, and reports the amount on Server Financial Reports and/or the Daily Sales Report.

Media Type

Setup

Description

Type in a short but meaningful description for this media type. The description is printed on readings as well as on Maitre'D Back-Office reports. It is also displayed on the POS payment selection screen.

Payment Type

Select from the drop-down list whether this media type is Canadian debit, Cash, Cash card, Charge, External gift certificate, Foreign currency exchange, Frequent diner, Gift certificate, Meal plan, PC-EFTPOS Pre-Auto, PC-EFTPOS Sale or other.

Payment Surplus

Select how payment surplus, also called over-tendering, is treated by Maitre'D. Available options are:

• Null: This option is used for card payments in environments where tips are not accepted.

• Tip entry: This option is used for card payments where the payment surplus is to be treated as tips.

• Change: This option is meant to be used with cash and foreign currency where any payment surplus is to be calculated as change that is returned to the customer. This option can also be used with Gift Cards in certain regions where customers can claim unused balance on gift cards.

Identification

Room Charge

Enter the room identification to be used by the room charge interface. If posting of other payments is allowed in the room charge interface, then all the bills paid using this media will be posted to the hotel interface at the specified room identification. This posting will occur during the end of day operation. If no identification is supplied, then this media will not be sent to the hotel system.

Fiscal

Enter the Payment Means number to use from the Fiscal Printer "Spark" Configuration in Russia.

Currency

Exchange Rate

Define the exchange rate between the currency used and the medium of payment by using this function. The rate used takes the difference in the number of decimals for the two currencies into account. For example, to convert $5.00 to LL8000 you can use -1 as the number of decimals, a rate of 1.6, and a monetary sign of " LL ". The rate needs to be 1.6 and not 1600 since there is a 3-digit difference in the number of decimals between the two currencies.

Currency Sign

Enter the symbol representing the currency sign followed by the decimal separator character. The currency sign will appear in front of all currency amounts printed or displayed and the separator will be used to tell where the decimals begin.

Example:

USA " $. " $4.95 (with number of decimals = 2)

Other " LL " LL4950 (number of decimals = -1)

Other " FF " FF49,5 (number of decimals = 1)

With a negative number of decimals, no decimals will be used because zeroes are appended to the amount.

Nb. ofDecimals

Enter the amount of decimals to appear in the currency amounts displayed or printed. If there are no decimals but instead there are a number of mandatory zeroes to appear, enter the number of mandatory zeroes as a negative value in this field.

Example:

USA: 2 decimals $9.95

Other: LL9950 decimal = -1

^ Mandatory zero here

Media Limit

Minimum

Enter the lowest amount allowed to settle with this media type per transaction. For example, use this for a media type with inherent fees that make it too expensive for the commerce to accept it on small purchases.

Maximum

Enter the highest amount allowed to settle with this media type per transaction. For example, use this for meal plans allowances that authorize employees to use only up to a certain amount, including taxes.

Cash Discount

Cash Discount

Select the discount to be applied to the guest check when a customer decides to pay with cash.

Cash Discount Prompt

Configure the text that will be displayed on the POS screen and on the guest check to identify the total to be paid if the customer elects to pay with cash. the default text is "Cash Total".

For more details, see:

Cash Discount Overview

Electronic Funds Transfer Setup

Point of Sale Control Setup

Option

Print Receipt

Enable this option to prompt for a receipt when a check is settled using this media type.

Check on Receipt

Enable this option to print the detail of the items on the receipt.

Folio

Enable this option for the workstation request a reference number for this media type. The system uses the folio number for tracking and validation of credit card charges.

Keyboard Input

Enable this option to display a full keyboard that allows for alphanumeric characters when the workstation requests a folio reference number for a media type, to allow letters in addition to numbers.

Included in Report

Enable this option to include transactions settled with this payment type in the Media reports. Otherwise, they will only be included in Sales reports.

Customer Receipt

Enable this option to automatically print two copies of the receipt with a space for the signature.

Tip Entry on Receipt

Enable this option to print lines for tip and total on the customer's receipt.

Open Drawer

Enable this option to open the cash drawer for this media type.

Mandatory Confirmation

Enable this option to restrict this form of payment to certain employee configurations who have the Payment Confirmation option enabled in Point of Sale Control / Employee / Configuration / Invoice / Payment. If an employee with this option disabled still chooses this payment type, a keypad appears for another employee with this option enabled to Login and confirm the media and amount.

Auto Adjust Tips on External Order

Enable this option on media types that may require tip adjustment on completion of a delivery order processed through an external ordering service. With this option enabled, delivery drivers will automatically be prompted to adjust tip amounts when completing their delivery orders at the POS, but only if the order was an external order, and only if the order was paid using a media type with this option enabled.

Paid In/Paid Out

Paid In

Media types 26 to 35 are reserved for Paid In and Paid Out. Enable this option for Paid Ins. Disable it for Paid Outs.

Cash Only

Enable this option to only accept Cash to settle Paid In/Out transactions. Disable it to accept any media type.

Icon

Select an icon to display next to the media type description on the workstation.

Some promotion might be available only for specific period of a day and for specific days in a week. The schedule branch allows to answer this type of promotion structure by enabling the mark related to the period you need, broken down to 15 minutes intervals, for each day of the week tab. For example, a Happy Hour discount could be available only on Thursdays and Fridays from 16:45 to 19:15. If the time is outside these ranges, the discount will not apply. Notice that we gave a leeway of 15 minutes before and after 5 to 7 PM.

Card Type

EFT Category

Select the payment category code to use with EFT.

Type

Select the type of payment between Cash, Credit, Debit or Other. This field is only required for fiscal printers and sales recording modules. It has no effect otherwise.

Discount Rate

If this media type is for a credit card, type the rate the credit card company charges when you send the credit card invoices. Type a zero if this media type is not a credit card, or if the credit card company rate is paid separately.

Tips Credit Fees

Most credit cards companies charge fees to process the transaction thus not paying the total amount charged. Enter the percentage that you want to remove from tips paid to the waiter using this media type. If you do not want to use this option, leave it to 0.

Electronic Fund Transfer

If this payment medium uses electronic funds transfer, enable this option.

Hide Card Number

Enable this option to mask the first digits of the card number and show only the last four digits on the voucher for Frequent Diner or Gift Cards, or no numbers at all if this is the Account Receivable payment type.

Show on Merchant Copy

Enable this option to print the card number on the merchant's copy.

Validation

If you enable this option, the Back-Office checks if the credit card number entered agrees with certain digits that are always present in credit card account numbers. If you disable this option, the Back-Office does not validate the credit card number. Validation also allows for the card to be swiped directly at the payment screen and be automatically recognized by Maitre'D without having to manually select a card brand.

Expiration

If you enable this option, the Back-Office requests the expiration date for a credit card payment. This date has to be entered in the format MM/YY. The system will check for the validity of this date.

Debit Card

Enable this option if this media type is a debit card.

Card Validation

Custom Card

Enable this option if you are using custom cards such as a school student cards that have their own structure and pattern.

Number of Digits

Some credit card companies have credit card numbers that may vary in their total number of digits, whereas other cards have a set number of digits. Two fields should be filled in order to validate the credit card number's length. Type the credit card's appropriate number of digits in the first field then type 0 in the second field to specify that this is a fixed number of digits (zero is the default for the second field). Conversely, you will need to enter a number of digits in each field for cards that have two possible card number lengths.

Starting With

Some credit card companies have credit card numbers that may begin with different digits, whereas other cards always begin with the same digits. Four fields can be filled in order to validate the credit card number's beginning. Type the credit card's appropriate first digits in the first field then type 0 in the second field to specify that these are constant beginning digits (zero is the default for the second to fourth fields). Conversely, you will need to enter beginning digits in each field for cards that have different possible card number starts.

This option lets you program a list of reasons to be used by a manager when he/she voids an item at a POS terminal. When you enable this option, a window appears, and you simply have to make up a list of 50 possible reasons for voiding items.

Description

Enter the Void Reasons Description.

The Tips & Service Charge function from the Payments menu allows to enter information that enables the workstation to calculate tips according to limits on automatic tips as well as surcharges based on a number of patrons served.

Tip

Mandatory Tips

Enable this option to prompt employees to enter their tips at the workstation when closing a guest check. They must then enter the negative amount to be deducted from their net deposit for each transaction.

Tips Calculation

Enable this option to print on the employees readings the calculation between the cash received and the tips left on credit cards that leads to the Net Deposit amount to be handed in. Otherwise, the calculation is not printed, and the Cash line prints the amount to deposit.

Cashier Tips Declaration

Enable this option for the cashier to pay out tips for the employees. A button will appear on the cashier screen for this purpose.

Example rate #1

Enter a first tip suggestion percentage rate to print on the invoice.

Example rate #2

Enter a second suggested tip percentage rate to print on the invoice.

Calculate on Total

Enable this option so that the suggested tip percentage rates are calculated on the total including taxes.

Warning Rate

Enter in the tip percentage that, when exceeded, prompts a confirmation of the tip amount. If the tip entered at the workstation exceeds the total amount due on the guest check, the workstation requests a confirmation of the tip amount.

Service

Amount Threshold

Enter the total amount limit of the check before the workstation automatically calculates the service using the percentage entered in the "Service Charge %" field. The workstation then adds this amount on the guest check.

Customer Threshold

Enter the number of guests limit per table before the workstation calculates the service automatically using the percentage entered in the "Service Charge %" field. The workstation then adds this amount on the guests' checks.

Service Charge %

Enter the percentage to be added as a service charge if the amount of the guest check or the number of customers exceeds the limits entered in the previous fields, such as 15 percent for parties over six people or checks over $200.00.

Gratuity

Gratuity on Bill

Check this option to have the gratuity after taxes added to the bill. A sub-total will appear at the end of the bill and the gratuity will be added under it along with the grand total.

Include Discounts

Check this option to include the discounts in the gratuity calculation.

Include Taxes

Enable this option to include the taxes in the gratuity calculation.

Amount Threshold

Enter the total amount limit of the check before the workstation automatically calculates the gratuity using the rate entered in the "Percentage" field. The workstation then adds this amount on the guest check.

Customer Threshold

Enter the number of guests limit per table before the workstation calculates the gratuity automatically using the rate entered in the "Percentage" field. The workstation then adds this amount on the guests' checks.

Description

Enter the description to print for the gratuity on the guest checks.

Percentage

Enter the rate to be added as a gratuity if the amount of the guest check or the number of customers exceeds the limits entered in the previous fields, such as 15 percent for parties over six people or checks over $200.00.

The Promotion option from the Payments menu, allows to set up promotions, which are used in the restaurants. There are two types of promotions: Discounts and Coupons. There is a maximum of 100 discounts and coupons combined in the system. The category chosen determines whether the promotion is a coupon or a discount.

Two tasks must be performed for each discount or coupon:

Create the discount in Point of Sale Control/Payments/Promotions/Promotion.

Set the divisions or items to be discounted in the Point of Sale Control/ Payments/ Promotions

Setup

Description

Enter the description of the promotion.

Bar Code ID

Enter the bar code ID of the promotion. This bar code must be scanned before touching this promotion's button on the discount screen.

External Code

Enter the discount code to be used by the external discount manager interface.

Category

Type

Enable the promotion type. Depending on the promotion Category, the available types are: %, $ or Mixed.

Application

Enable the application type. Depending on the promotion Category, the available applications are: Fix if the value is the same for all applicable divisions or items, Open if the value is entered when the check is printed, or Preset if the values are programmed separately for the different applicable divisions or items in the Revenue Center branches.

Rate

Enter the fix or maximum percentage of the discount.

Amount

Enter the fix or maximum dollar amount of the discount.

On Total

Enable this option to apply an "Item by Division" or "Item by Media/Division" promotion on the division total, for European Operation.

Activation Date

Enter the date when the discount will become available.

Expiration Date

Enter the date when the discount will no longer be available.

Option

Employee Discount

Enable this option to exclude this discounts from the Minimum Declaration TEFRA sales calculation. Disable this option to include the discounted amount in the Total TEFRA sales.

Automatic

Enabling this option, Maitre'D will automatically apply a discount whenever a check is printed. Otherwise, Maitre'D will only apply if the server chooses to, prior to printing the check.

Auto. Item Select

Enabling this option on an Item By Division discount, Maitre'D will automatically select all discountable items, bypassing the item selection on the workstation.

Multiple

Enable this option to allow to use the discount in conjunction with other discounts.

Main Item Only

Enable this option to specify that this Item discount applies only to the main item and excludes its modifiers. If this option is disabled, the discount will also apply to any modifier with a price.

Charge

Enabling this option, Maitre'D will add the value of a discount to the check instead of subtracting it. This option can be helpful for cover charges, for instance. If it is disabled, Maitre'D subtracts the value of the discount from the check.

Subscribed Sales

Enable this option to remove this discounts from the sales totals of the divisions that franchises pay royalties on. Otherwise, franchises will have to pay royalties on total sales for these divisions, regardless of discounts.

Remaining Sub-Total

Enabling this option, the entered amount will be used as the sub-total and the discount amount, will be calculated. Otherwise, the entered amount will be the discount.

Print Coupon

Enable this option to print a coupon each time this discount is applied.

Two for One

When this option is enabled and the discount is defined as an item discount, the discount will be applied to the least expensive item out of two items. If the bill contains more than two items, they will be paired using the most expensive item with the second most. This discount can be used in situations where the second plate is free, or the second plate is at half price. The program automatically selects the items to be discounted.

Many for One

Enable this option to create a "many for one" discount, which works in a similar way to the Two for One, but allows for 3 for 1 etc. After enabling this option, the Eligible Count field needs to be filled with the number of items to be discounted. For example, to create a "Get 5 for the price of 1" discount, enter "5" in the eligible count field.

Second Price

When enabled, the discount will be applied to the least expensive items out of multiple items. A fixed price will be applied to the discountable items. These prices could be setup for each items and revenue centers.

Folio

Enable this option to request an alphanumeric folio number (discount reference number) when this promotion is applied.

Folio Validation

Enable this option to use multiple numerical validation ranges for discount folios of up to 10 digits. When entering an invalid value, an error message is displayed and the user must enter another value.

This file contains the valid range for folios, with one range per line. The first and last number of each range is separated by a dash (-), such as in this example:

100000 - 200000

500000 - 600000

900000 - 1000000

Spaces are not important. Once this file is created, redo workstation data. If the Folio.ini file is not present in the Data folder, no validation is performed.

Apply on Whole Order

Enable this option to apply an Item or Item by Division discount on all eligible items of the current Table 0 order from the Order screen.

Eligible Count

Enter the number of items that are eligible for the second price or Many for One discounts.

Use Discount Manager

Enable this option to manage this promotion with an external discount manager interface.

Available

Select this option for this promotion to be available for this Revenue Center.

Click this button to select the entire list.

Click this button to unselect the entire list.