Maitre'D can be configured to operate in a Quick Service Restaurant (QSR) or a Table Service Restaurant (TSR). In certain cases, a restaurant may offer both Quick Service and Table Service, such as a restaurant that has a dining room, a take out counter, and a Drive-Thru lane. Maitre'D can function in both TSR and QSR operations simultaneously and display the appropriate screens and functionalities depending on the employees' configuration.

Maitre'D for Quick Service Restaurants (QSR) offers complete counter service functions that are ideal for fast food restaurants as well as Drive-Thru functions such as Break-In keys, Drive-Thru Customer Display interface, and direct order relay to the kitchen monitor allowing orders to be processed quickly.

Other features such as automatic combo detection, order queue management and the ability to reprint past checks ensure that customers are served accurately and without delay. The Maitre'D QSR mode also offers a complete set of reports that allow the restaurant manager to track the speed of service and the quality of service.

Modules such as the Maitre'D Delivery module can be added to extend the functionality of the Maitre'D Quick Service Restaurant (QSR).

Maitre'D for Table Service Restaurant (TSR) offers an extensive range of dining room functions that enable restaurants to better serve their guests. Features such as the ability to have open orders so that customers can continue to add items to their checks until they are ready to pay demonstrates the flexibility of the Maitre'D TSR mode. Other features include easy check splitting, a comprehensive floor management system, and the Order Hold and Fire function that ensures that there is an appropriate delay between each course of a meal. Like Maitre'D for QSR, Maitre'D for TSR operations includes a complete set of TSR reports that allow the restaurant to track service levels and to analyze sales figures.

Point of Sale Control - Overview

The Point of Sale (POS) Control module allows restaurants to manage their day-to-day operations from one central location. It is installed with the Maitre'D Back-Office Suite and is accessed through the Maitre'D Back-Office main window. All modules such as the Inventory Management module and the Time and Attendance module are linked to the POS Control module and require the POS Control module to function. The POS Control module allows restaurants to configure and manage the following tasks:

Sales Item Management

Sales item management tasks such as creating and modifying sales items, divisions, categories, revenue centers and modifier lists are done through the POS Control.

Employee Management

Several employee management tasks such as creating and modifying employees are done through the POS Control module. Roles can be assigned to employees as well as screen access and other options. For more advanced features, the Time and Attendance module can be used to manage employees.

Frequent Diners and Rewards

Frequent Diners and Frequent Diner Promotions are configured through the POS Control module. This allows loyal customers to be rewarded for their patronage by offering them discounts on featured items and special offers.

Tracking Frequent Diners also allows restaurants to create a valuable guest database that can be used to advertise special events or the launch of new products, and print mailing labels.

Frequent Diner Promotions allow restaurants to reward their guests with points that can be used for future purchases. A frequent diner promotion is set up so that when guests spend a certain amount of money, they receive a number amount of points based on the purchase amount. For example, a customer may receive 5 points for every $100.00 they spend. Points can later be converted into dollar discounts, which are available to the returning guest.

Maitre'D can also print Rewards Coupons when guests settle their checks. Rewards Coupons are discounts that guests can apply towards future purchases. Restaurants can create multiple different Rewards and the system can select which Rewards Coupon to print based on the amount spent, the revenue center, or the mode.

Backup and Reprint Checks

The POS Control module is used to create backups of checks and also to retrieve checks from previous backups. This allows an exact copy of a check from any past transaction to be viewed and reprinted.

Configuring Workstation Screens and Workstation Options

The POS Control is used to configure the workstation screens such as preferential screens and screen layouts, and other general workstation options.

Configuring Printers

The POS Control module is used to configure printers such as POS workstation printers, bar printers and kitchen printers. Redirection tables can also be configured through the POS Control module. Redirection tables determine where requisition coupons such as kitchen and bar printouts will be printed, and can be configured based on the time of the day, the POS workstation that is accessed, the role of the employee, or the revenue center. Configuring printers and redirection tables are explained in more detail in Chapter 5: Configuring and Managing POS Workstations.

Configuring Payment Information

All information about taxes, media types such as credit cards, and void reasons are configured through the POS Control module.

Generating Sales Reports

The POS Control module is used to generate Sales reports allowing the restaurant to analyze past and current sales data.

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

Enable this option to use the price encoded within the barcode instead of the price defined in the sales item setup.

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

Enable this option to manually enter the sales item cost for each item, in Point of Sale Control > Revenue Center > Items Setup... > [Select an item] > Configuration > [Select a configuration] > Price and Cost > Cost. Leave this options disabled to use the cost value calculated by the Inventory Management module.

Daily Deposit

Enable this option to request the daily deposit before starting the end of day. When the end of day is started, the user will automatically be prompted to enter a daily deposit amount. 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

Enable this option for businesses that operate 24 hours a day. This will allow the end of day to run with open checks or tables. Any open checks or tables are automatically transferred to the next fiscal day.

European Operation

Enable this option to calculate inclusive taxes for the European, UK and Australian markets.

VAT Calculation

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

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 instead. (Servers enter the number of customers when they enter orders.)

Table Assignment

Enable this option to have the Hostess function manage 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, Maitre'D extracts the inclusive taxes from the sales item price before the discount is calculated. With this option disabled, Maitre'D calculates the discount before extracting the inclusive taxes.

Multiple Fast Cash Key

Enable this option to allow the use of Fast Cash buttons lower than 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.

Related Topics

1. Accessing Options for the Point of Sale Control Module

2. POS Control - Configuration

3. POS Control - Configuration > Option

4. POS Control - Configuration > POS

5. POS Control - Check

6. POS Control - Printing

7. POS Control - Security

8. POS Control - Gratuity Distribution

9. POS Control - Home Page

Follow these steps to access the Point of Sale Control module options:

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

1. Start the Point of Sale Control module.

1. Click on the View menu and select the Options... option.

1. The Point of Sale Control module's options window opens on the Configuration branch.

Proceed to the following topic(s) for detailed information on each option.

Related Topics

1. Accessing Options for the Point of Sale Control Module

2. POS Control - Configuration

3. POS Control - Configuration > Option

4. POS Control - Configuration > POS

5. POS Control - Check

6. POS Control - Printing

7. POS Control - Security

8. POS Control - Gratuity Distribution

9. POS Control - Home Page

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.

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.

Cash Rounding

Enable this option in markets where low-denomination coins were removed from circulation, like Canada and Australia. With this option enabled, cash transactions are rounded to the nearest multiple of $0.05. The rounding is displayed on the Amount Received and Change screens, and printed on the Check and Receipt. Transactions made with payment cards, gift cards or other methods of payment are unaffected.

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.

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.

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.

Related Topics

1. Accessing Options for the Point of Sale Control Module

2. POS Control - Configuration

3. POS Control - Configuration > Option

4. POS Control - Configuration > POS

5. POS Control - Check

6. POS Control - Printing

7. POS Control - Security

8. POS Control - Gratuity Distribution

9. POS Control - Home Page

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".

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 Maitre'D POS 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

From the drop-down list, select a 0% tax that will be assigned to non-taxable divisions. This entry will also be used to replace the usual taxes on a check, for tax exempt customers.

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. For this language to also be used after the employee logs in, enable the Main Language option from Point of Sale Control > Employees > Employees > [Select employee] > POS Operation > Option.

Second Language

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

For the second language to also be used after the employee logs in, disable the Main Language option from Point of Sale Control > Employees > Employees > [Select employee] > POS Operation > Option.

Related Topics

Use Default

Enable this option to use the built-in default local home page for the Point of Sale Control module.

Address

The Use Default option needs to be disabled for this field to become accessible. Enter the URL of the webpage that will be used to replace 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.

Related Topics

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.

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.

Amount in Literal Format

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

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.

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.

Related Topics

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.

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.

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.

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.

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.

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.

Mobile Printing

These options apply to print jobs coming from mobile devices such as Adroid or iOS tablets.

Workstation

Select the workstation that is responsible for handling print jobs send by mobile devices.

Polling

Set 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.

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.

Related Topics

Options

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.

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.

Use Security Algorithm

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

Force Employee Card Swipe

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

Generate Text File

Click this button to create a security file in Belgium.

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.

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.

Drawer Warning

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

Related Topics

When setting up taxes in Maitre'D, following a logical sequence will make the work easier. It will also avoid having to go back-and-forth between various configurations to achieve the desired result.

The general steps are:

1. Research and understand local tax laws.

2. Determine how taxes need to be grouped for reporting, and create the required tax categories in Maitre'D.

3. Create taxes in Maitre'D.

4. Assign taxes to Divisions in Maitre'D.

1. Research and understand local tax laws

This is the first and most important step. Understanding the local tax regulation will ensure that taxes will be configured properly in Maitre'D. The Maitre'D tax calculation engine is powerful and flexible. To be able to select the appropriate options for your region, you first need to understand the regulation thoroughly. Here are some general guidelines:

Determine which taxes and rates are applicable

Some jurisdictions have federal taxes, provincial taxes, liquor taxes and even special taxes on sodas or sweetened beverages. Some areas apply taxes on food items, while others don't. Some areas have variable tax rates based on whether the food is consumed on-premises (dine-in) or off-premises (take-out).

Determine how taxes will be calculated

Taxes can be added to the price of an item (add-on tax) or can be included in the list price of the item (inclusive tax). Also, some areas may require that the tax be calculated on an individual item before being multiplied by the quantity of items purchased (tax before quantity). It is also important to understand how rounding works. Most areas calculate rounding to the nearest cent ($0.01) while some simply truncate everything after the second decimal.

2. Create Tax Categories in Maitre'D

Once you understand how taxes work in your area, you need to determine how taxes will be grouped for reporting purposes. Taxes are grouped together using Tax Categories in Maitre'D. Every tax needs to belong to a tax category. Here are some common tax category examples:

• Federal Tax

• Provincial Tax

• State Tax

• Liquor Tax

• Food Tax

3. Create taxes in Maitre'D

Create each tax in Maitre'D. Each tax will be assigned to a tax category and configured according to local tax laws.

4. Assign taxes to Divisions in Maitre'D

Each Division in Maitre'D can have up to 2 taxes. When divisions are created in Maitre'D, care should be taken to group similar items together. Generally speaking, similar items should have the same taxes applied to them.

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.

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.

Related Topics

1. Accessing Options for the Point of Sale Control Module

2. POS Control - Configuration

3. POS Control - Configuration > Option

4. POS Control - Configuration > POS

5. POS Control - Check

6. POS Control - Printing

7. POS Control - Security

8. POS Control - Gratuity Distribution

9. POS Control - Home Page

All Maitre'D modules share the same general layout allowing users to quickly navigate through the modules. A menu bar in the top part of the window displays all the tasks and functions that can be performed using the POS Control module. The center pane is divided into two parts. The right hand side contains the same icons as the Maitre'D Back-Office main screen and allows users to open another module directly from the Point of Sale Control module. The left hand side contains a series of links to the most common tasks performed using the Point of Sale Control.

Tax Categories are used to group taxes together for reporting purposes. All taxes need to belong to a tax category, so at least one tax category must exist in the Maitre'D database.

Examples of common tax categories:

• Federal Tax

• Provincial Tax

• State Tax

• Liquor Tax

• Food Tax

Follow these steps to create tax categories:

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

1. Start the Point of Sale Control module.

1. Click on the Payments menu and select the Tax Category... option.

1. The list of existing tax categories will be displayed.

Select an existing Tax Category and click the Modify button to change its description.

Click the Add button to create a new Tax Category.

Click the Print button to generate a report with the complete list of Tax Categories, which can then be printed.

Click the Close button to close the list and return to the Point of Sale Control module.

1. When you click Add to create a new Tax Category or Modify to edit an existing one, the properties are displayed:

Description

Type a meaningful name for this Tax Category. (Up to 20 characters)

Click OK to save changes and exit.

Click Delete to remove this Tax Category and exit.

Click Cancel to exit without making any changes.

1. The new Tax Category will appear in the list.

Once all required Tax Categories are created, close this window using the Close button.

In Maitre'D, taxes are assigned at the division level. It is not possible to assign taxes to individual items. Before you begin, make sure that division categories and divisions are created in your Maitre'D database.

To assign taxes to divisions:

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

1. Start the Point of Sale Control module.

1. Click on the Revenue Center menu and select the Divisions... option.

1. The list of divisions will appear.

Select an existing division and click the Modify button to edit the division's properties.

Click the Add button to create a new division.

Click the Print button to generate a report which can be printed.

Click the Close button to exit the divisions list and return to the Point of Sale Control module.

1. Edit an existing division, and click on the Tax branch.

Tax #1

From the drop-down list, select the first tax that applies to this division.

Tax #2

From the drop-down list, select a second tax, if required. Tax 2# applies after the first tax (Tax #1).

BC Soda Beverages Tax

The options in this section will only become available if one of the selected taxes has the option BC Soda Beverage Tax enabled, in Point of Sale Control / Payments / Taxes / [select tax] / Option. These options should be used only by merchants located in the Canadian province of British Columbia.

The purpose of these settings is to configure the calculation of the BC Soda Beverage Tax for taxable items that are part of combo meals or included with other items that are not taxable. When a taxable item is part of a combo and not sold separately, the BC Soda Beverage Tax is calculated on the lesser value between $3.00 or 50% of the sale price of the combo.

Maximum Amount

Enter the maximum amount that will be used as a base sale price for the calculation of the BC Soda Beverage Tax on an item that is part of a combo meal or included with another item.

Maximum Percentage

Enter the percentage of the combo or main item price that will be used for the calculation of the BC Soda Beverage Tax.

Click Delete to remove this division and return to the list of divisions.

Click OK to save changes and exit.

Click Cancel to exit without saving.

Click Apply to save changes without exiting.

Repeat this process until all your divisions have taxes assigned to them.

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

British Columbia Soda Tax Configuration

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

Configuration sequence

1. Create / Configure Tax Categories as explained in the Create Tax Categories article.

2. Create / Configure Taxes as explained in the Create Taxes - New Tax articles. You may also refer to the tables below for specific settings.

3. Assign taxes to divisions as explained in the Assign Taxes to Divisions article.

4. 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.

Or

• 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%.

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.

Preferential Screens are created to display a logical grouping of sales items. For example, a preferential screen can be created to display the selection of soft drinks available or a list of desserts. Preferential screens can also be modified on the fly.

Typically, a restaurant will have several preferential screens, which will be displayed depending on the time of day or the employee role. Bartenders will have access to different preferential screens than dining room servers. This gives restaurants a great amount of flexibility when customizing their POS workstation screens.

Access Preferential Screen Setup

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

1. Start the Point of Sale Control module.

1. Click on the Screens menu and select Preferential Screen setup...

1. The list of available Preferential Screens is displayed.

Select an existing preferential screen and click the Modify button to edit its properties.

Click the Add button to create a new preferential screen from scratch.

Click the Close button to exit the list and return to the Point of Sale Control module.

1. The Preferential Screen Editor will appear.

Preferential Screen Editor - Advanced POS UI

Preferential Screen Editor - Legacy POS UI

Division Categories

Coming Soon

Check back soon for updated contents.

Revenues Center and Modes

Coming Soon

Check back soon for updated contents.

Item Classes

Coming Soon

Check back soon for updated contents.

Variable Lists

Coming Soon

Check back soon for updated contents.

Weigthed Modifiers

Coming Soon

Check back soon for updated contents.

Maitre'D screens are the interface that allows POS users to interact with the Maitre'D POS system. They allow ordering of sales items and perform all the operations required to run a successful restaurant business. Different screens can be assigned to each employee based on their functions and responsibilities in the restaurant, and screens can change automatically based on modes and revenue centers.

Understanding the POS Workstation Screen

The key to managing POS workstation screens is to understand the different components that make up the screen. The POS workstation is divided into separate components that are configured independently, allowing a great degree of customization to the restaurant.

Screen Components

The Maitre'D POS screen has 3 main components:

• The Main Screen Layout area.

• The Preferential Screen area.

• The Display area.

Main Screen Layout

The Main Screen Layout consists of fixed button rows located at the top and bottom of the POS screen. Typically, restaurants will use these fixed buttons for common commands such as Send, Print Check, Close, quick payment keys, navigation keys, etc. Direct shortcuts to frequently used Preferential Screens or variable lists can also be created. It is also very common to have different layouts based on employee functions or revenue centers. For instance, a manager may have a more comprehensive layout with more commands commands compared to a regular server. Also, dining room servers may have a different layout than bartenders or cashiers, etc.

Preferential Screen

This is the area where most sales items will be displayed. Multiple screens can be created. Each screen will typically contain items that are related to each other. Navigation keys can be added to the screen layout to cycle through all available preferential screens. Clever preferential screen designs can also allow navigation from the preferential screens directly. This area will also display variable lists, item classes and weighted modifiers.

Screen Layout / Preferential Screen shared space

In the bottom part of the Screen Layout, there is a space that can be shared with the Preferential Screen, as illustrated by the graphic above. The bottom part of the screen layout allows up to 3 rows of buttons. If the third row of buttons is not used, the resulting free space will automatically be assigned to the preferential screen area. If the third row is used, the preferential screen area will simply squeeze in the smaller space, making every button slightly smaller.

Display

The display area is where employees can see table and customer information, ordered items, running total and tax amounts. By default, the display area is located on the left-hand side of the screen, as the majority of the population is right-handed. This can be reversed for left-handed employees by enabling the Left handed option in Point of Sale Control > Employees > Employees... > [Employee_Name] > POS Operation > Option.

Examples

Screen components with the Legacy POS User Interface

Screen components with the Advanced POS User Interface

Credit Card Surcharge

The Credit Card Surcharge is a tool which merchants can use to transfer credit card acceptance costs to the cardholders. The surcharge is not meant to generate additional profit from a sale. It can only be used to charge the same amount as the actual transaction cost.

Surcharge vs. Convenience Fee

Depending on the local legislation and various card issuers, the term "Convenience Fee" may be used instead of "Surcharge". While both terms are sometimes used interchangeably, most jurisdictions and card issuers make an important distinction between both terms:

Convenience Fees

Convenience fees are charges levied for the privilege of paying for a product or service using an alternative payment, or a payment method that is not standard for the merchant. Movie theaters, for example, typically sell tickets face-to-face at the box office. However, if a movie theater gives customers the alternative option of paying by phone using a credit card, then that theater could charge a convenience fee. So technically, the cardholder is not paying for using a credit card, but for the privilege of using the pay-by-phone option.

Surcharge

A surcharge, also known as checkout fee, is an extra fee charged by a merchant when receiving a payment by credit card or charge card, which at least covers the cost to the merchant of accepting that means of payment, such as the merchant service fee imposed by a credit card company.

Restrictions

Availability

The Surcharge feature is currently available only in the United States. Also, some states currently prohibit the application of a surcharge. These states are:

• Colorado (Prohibition effective through June 30, 2022.)

• Connecticut

• Maine

• Massachusetts

• Oklahoma

Rates

The surcharge rate cannot be higher than the actual fees charged to the merchant. As previously stated, this feature is meant to transfer the actual cost of the transaction to the cardholder, not to generate additional profit for the merchant. Additionally, most states have a surcharge cap that cannot be exceeded, regardless of the actual costs to the merchant. (4% in most cases, 2% in Colorado, after the surcharge ban ends.)

Requirements

30 days notice

Merchants are required to notify the card association(s) and their acquirers at least 30 days before implementing the surcharge. Please contact PayFacto support and we will provide assistance is filling out the appropriate forms as well as configure your merchant account accordingly.

Signage and notifications

Required software versions (minimum versions)

Payment Applications:

• SecurePay US version 4.68.5 or later.

• SecureTablePay US version 4.68.5 or later.

• STPI Client Software version 1.3.1 or later.

POS Software:

• Maitre'D version 7.08.000.391 or later

Functionality

Once the merchant account is properly configured by PayFacto, the payment terminal(s) will automatically apply a predetermined surcharge during the payment process. The POS system will receive the surcharge amount and record it for reporting purposes.

Configuration for the Maitre'D Back-Office

All the required configuration is done by PayFacto support agents directly in the merchant account. Other than upgrading to Maitre'D 7.08.000.391 or later, there is no additional configuration required in the Maitre'D POS System.

Whenever a button is selected in the Screen Layout or Preferential Screen editors, the button properties toolbar will become available.

Command

From the drop-down list, select the command that will be performed by the selected button. Click the "X" to clear the selected command.

Usage

Depending on the selected command, a new field may appear below the command. This is the usage field, and its contents will vary depending on the selected command. For instance, selecting the Item command will display the list of sales items. Selecting the Preferential Screen command will display the list of available preferential screens, etc.

Fixed List

This option becomes available when commands like Variable list, Command list or Preferential screen are selected from the Command drop-down list. Enable this option to force the list to remain on the screen and allow multiple items to be ordered from it. Disabling this option will cause the list to close immediately after selecting one single item.

No History

This option becomes available when the Preferential screen option is selected from the Command drop-down list. Enabling this option prevents the POS from recording the history of preferential screens that were accessed by the employee. This is useful for setups where employees toggle from screen to screen using dedicated buttons. Using this option also prevents the Previous preferential screen command from working, as history is not being recorded.

Sorted

This option becomes available when commands like Variable list or Command list are selected from the Command drop-down list. Enable this option to sort the list according to the options selected in the variable list (Alphabetically, by priority or by external code) or command list (Alphabetically). If this option is disabled, the list will not be sorted. In the case of Variable list, this allows for custom button layouts to be created in variable list setup. For Command lists, this allows the commands to be displayed in the order they were set in the command list.

Search drop-down lists

All the drop-down lists in the button properties are searchable. If you know the name of the command or item you are looking for, expand the list and simply start typing the name of the command, item or other element you are looking for.

Text & Style

Text

Type the text that will be displayed on the button. All commands have default text, but it is always possible to change it after selecting the command. This is useful to abbreviate the text on small buttons that can't fit an entire item's description, for instance.

Text size

Type the text size to use (in px) for the selected button. The default is 12px. You may also use the up/down arrows to increase/decrease the text size by one px at a time and see the effect on the selected button in real-time.

Text color

Click the text color field and use the color picker to select the text color to use for the selected button.

Background color

Click the bucket icon and use the color picker to select the background color to use for the selected button.

Icon

Browse

Click the Browse button to select an image file to apply to the selected button. Supported image formats are *.svg, *.png and *.jpg.

Clear

Click the Clear button to remove the image file from the button and use a blank button instead.

Icon fit

Enable this option to stretch the image to cover the entire button area. The proportions of the image will be kept, which means the image may appear to be cropped if it doesn't match the button's shape exactly.

Hide text

Enable this option to hide the text label for this button. This will provide a slightly larger area for the image to be displayed.

Text position

From the drop-down list, select whether the text should be displayed at the bottom, top, left or right of the button. If there is no image file selected, the text will always be centered on the button regardless of the selected option.

Look at the list below to learn more about all the commands that are available for Preferential Screen or Screen Layout buttons.

.

.

To use Maitre'D POS workstations, at least one preferential screen must be created. However, most restaurants will use many screens. The total number of preferential screens will depend on many factors, like the number of items on the menu, the number of revenue centers, the number of modes and the general look & feel you're going for while designing the menu.

Description

Type a meaningful description for this preferential screen. The description should provide a clear indication as to what this preferential screen is used for, like "Delivery", "Grill" or "Pasta" for instance. This field supports up to 20 characters.

Change Layout

Click the Change Layout button to configure the number of columns and rows to be displayed on this preferential screen.

Save

Use the Save button to save all changes.

Navigation keys

Use the navigation keys to cycle through the pages within a preferential screen.

Use the navigation keys to cycle through the pages within a preferential screen.

Preferential Screen Layout

Click the Change Layout button to bring up the Change layout dialog:

Columns

Type the number of columns or use the up/down arrow buttons to increase or decrease the number of columns.

Rows

Type the number of rows or use the up/down arrow buttons to increase or decrease the number of rows.

Maximum number of buttons

If the maximum of 50 buttons per screen is exceeded, a warning will be displayed on the screen. Reduce the number of rows or columns to bring the number of buttons to 50 or less.

Multi-page screens

If you create a layout that contains few buttons, the preferential screen may span across multiple pages up to a maximum of 50 buttons. For instance, using a 2 x 5 layout will allow up to 5 pages of buttons (10 buttons per page, for a total of 50).

Single Buttons

To add a single button to the screen layout, simply click on the button outline you wish to configure. The button will become highlighted and this will give you access to the Button properties toolbar on the right-hand side of the Screen layout editor.

To learn more on Button Properties, please see the dedicated topic on this matter:

Button Properties

Dual or Quad Buttons

Buttons can be expanded to take up to two slots wide by two slots high.

1. To expand a button, hover the mouse cursor over the bottom-right corner of the selected button. The cursor will change to a resize arrow.

1. Click and drag the button's border to the desired width and height. Selected buttons will be highlighted in light red.

1. Release the mouse button to apply the new button size.

Using this method, you can create:

Dual-width buttons (1 x 2)

Dual-height button (2 x 1)

Quad button (2 x 2)

Deleting a preferential screen

To delete a preferential screen:

1. Open the screen to be deleted in the preferential screen editor.

1. Clear the Description field and click the Save button.

1. A confirmation dialog box will be displayed. Click OK to delete the screen.

The preferential screen will be deleted, along with all the buttons in contained.

Copy buttons

To copy an existing button, simply click the button once to select it. The button will become highlighted with an orange outline. Then, press CTRL + C on your keyboard. You may also right-click the button and select the Copy option from the contextual menu. The button and all of its settings will be copied to the clipboard.

Cut buttons

To cut an existing button, simply click the button once to select it. The button will become highlighted with an orange outline. Then, press CTRL + X on your keyboard. You may also right-click the button and select the Cut option from the contextual menu. The button will disappear from the screen, and all of its settings will be copied to the clipboard.

Paste buttons

To paste a button that was just copied or cut to the clipboard, click on an empty button or a button which you would like to have replaced, and press CTRL + V on your keyboard. You may also right-click the location where the new button should go and select the Paste option from the contextual menu. The button will be pasted in the selected location.

Delete buttons

To delete a button, simply click the button you wish to delete, so that it becomes highlighted with an orange outline. Then, press the DEL key on your keyboard. ou may also right-click the button and select the Remove option from the contextual menu.

Multi-Select + Delete

You can select multiple buttons and delete them all in one operation. To do so, press and hold the CTRL key on your keyboard. While holding down the CTRL key, click each button to be deleted. Each button will become highlighted with an orange outline. Then, press the DEL key on your keyboard.

Move buttons

To move a button, hover the mouse cursor on the button until the cursor changes to a cross with arrows. Then, click and drag the button. Release the mouse button over the location where you want the button to be.

Before creating taxes, make sure that you understand your local tax laws and regulations. Also, remember that every tax you create in Maitre'D needs to belong to a Tax Category. Therefore, at least one Tax Category must exist in your Maitre'D Database.

Process to create a new tax:

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

1. Start the Point of Sale Control module.

1. Click on the Payments menu and select the Taxes... option.

1. The list of existing taxes will be displayed:

Select an existing tax and click the Modify button to edit the tax settings.

Click the Add button to create a new tax from scratch.

Click Print to generate a report of all available taxes, which can be printed.

Click Close to close this window and return to the Point of Sale Control module.

Create Taxes - Setup Screen

When a new tax is created or when an existing tax is modified, the tax properties open on the Setup branch.

Description

Type a meaningful description for the tax. You can use up to 20 characters. This description will appear on guest checks, POS reports and back-office reports.

Category

From the drop-down list, select the tax category which this tax belongs to.

Fiscal Identification

This field is used in Russia only. Type in the VAT entry number to use from the VAT table of the OPOS driver for the Spark 617TF fiscal printer.

Tax Type

This field is used in the province of Québec, Canada only. Select the appropriate tax type for the Québec Sales Recording module (SRM). If you are not located in Québec of if you are exempt from using the SRM, set this drop-down list to Undefined.

Click Delete to remove this tax and return to the list of taxes.

Click OK to save changes and exit.

Click Cancel to exit without saving.

Click Apply to save changes without exiting.

Create Taxes - Fixed Tax

Fixed Tax branch:

Fixed Tax

Enable this option if the tax being configured is a fixed amount rather than a percentage.

Amount

Enter the fixed amount to be charged as tax.

Click Delete to remove this tax and return to the list of taxes.

Click OK to save changes and exit.

Click Cancel to exit without saving.

Click Apply to save changes without exiting.

Create Taxes - Rate

Rate branch:

Current

This section contains information on current tax parameters.

Rate

Type in the percentage of tax to apply to taxable items. The rate can be anything from 0% to 100%, with a precision up to 5 decimal places.

Minimum Taxable

Type in the minimum sales amount to reach for this tax to apply. If the sales amount is lower than the amount entered in this field, Maitre'D will not calculate taxes on this sale.

Special Mode Tax

From the drop-down list, select the replacement tax that will apply when using modes with the Special Tax option enabled. This is especially useful for jurisdictions where a different tax rate is applied based on dine-in or take-out food.

Upcoming

This section contains information on future tax parameters. Use this section if an upcoming tax modification is expected in the near future. This will ensure that the new parameters automatically come into effect at the prescribed date.

Rate

Type in the new percentage of tax that will apply to taxable items. The rate can be anything from 0% to 100%, with a precision up to 5 decimal places.

Minimum Taxable

Type in the new minimum sales amount to reach for this tax to apply. If the sales amount is lower than the amount entered in this field, Maitre'D will not calculate taxes on this sale.

Date

Select the date at which the new tax parameters will become effective.

Click Delete to remove this tax and return to the list of taxes.

Click OK to save changes and exit.

Click Cancel to exit without saving.

Click Apply to save changes without exiting.

Tax Table

Tax Table branch:

Use Tax Table

Enable this option to use a tax table instead of a tax rate.

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.

Click the Tax Bracket... button to access the tax table and modify each entry in the table. You will need the tax table provided by your local tax authorities for this task.

Select an entry from the tax table and click Modify to edit its properties.

Click OK to save changes and exit.

Click Cancel to exit without saving.

When you click Modify on a tax bracket, configure as follows:

Tax

The amount of tax to be applied for each bracket.

From

As the [To] amount of each tax level is entered, the lowest [From] amount of the next tax level is automatically set to this top amount plus one cent.

To

Enter the highest amount on which this tax level applies.

Click Delete to remove this tax and return to the list of taxes.

Click OK to save changes and exit.

Click Cancel to exit without saving.

Click Apply to save changes without exiting.

Options

Options branch:

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 given 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. If this option is disabled, 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 Beverage 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 you to use the BC Soda Beverages Tax options located in the Tax branch of each division.

Click Delete to remove this tax and return to the list of taxes.

Click OK to save changes and exit.

Click Cancel to exit without saving.

Click Apply to save changes without exiting.

Apply Tax On

Apply Tax On branch:

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 Discount

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.

Click Delete to remove this tax and return to the list of taxes.

Click OK to save changes and exit.

Click Cancel to exit without saving.

Click Apply to save changes without exiting.

To use Maitre'D POS workstations, at least one screen layout must be created. However, most restaurants will use more than one. The total number of screen layouts will depend on many factors, like the number of revenue centers, the number of modes and the various employee roles that are available.

Description

Type a meaningful description for this screen layout. The description should provide a clear indication as to what this screen layout is used for, like "Takeout Counter", "Managers" or "Dining Room" for instance. This field supports up to 20 characters.

Save

As soon as the description is filled, click the Save button to save this new screen layout. Also, be sure to use the save button often to save your changes.

Single Buttons

To add a single button to the screen layout, simply click on the button outline you wish to configure. The button will become highlighted and this will give you access to the Button properties toolbar on the right-hand side of the Screen layout editor.

Dual or Quad Buttons

Buttons can be expanded to take up to two slots wide by two slots high.

1. To expand a button, hover the mouse cursor over the bottom-right corner of the selected button. The cursor will change to a resize arrow.

1. Click and drag the button's border to the desired width and height. Selected buttons will be highlighted in light red.

1. Release the mouse button to apply the new button size.

Using this method, you can create:

Dual-width buttons (1 x 2)

Dual-height button (2 x 1)

Quad button (2 x 2)

Copy buttons

To copy an existing button, simply click the button once to select it. The button will become highlighted with an orange outline. Then, press CTRL + C on your keyboard. You may also right-click the button and select the Copy option from the contextual menu. The button and all of its settings will be copied to the clipboard.

Cut buttons

To cut an existing button, simply click the button once to select it. The button will become highlighted with an orange outline. Then, press CTRL + X on your keyboard. You may also right-click the button and select the Cut option from the contextual menu. The button will disappear from the screen, and all of its settings will be copied to the clipboard.

Paste buttons

To paste a button that was just copied or cut to the clipboard, click on an empty button or a button which you would like to have replaced, and press CTRL + V on your keyboard. You may also right-click the location where the new button should go and select the Paste option from the contextual menu. The button will be pasted in the selected location.

Delete buttons

To delete a button, simply click the button you wish to delete, so that it becomes highlighted with an orange outline. Then, press the DEL key on your keyboard. ou may also right-click the button and select the Remove option from the contextual menu.

Multi-Select + Delete

You can select multiple buttons and delete them all in one operation. To do so, press and hold the CTRL key on your keyboard. While holding down the CTRL key, click each button to be deleted. Each button will become highlighted with an orange outline. Then, press the DEL key on your keyboard.

Move buttons

To move a button, hover the mouse cursor on the button until the cursor changes to a cross with arrows. Then, click and drag the button. Release the mouse button over the location where you want the button to be.

Whenever a button is selected in the Screen Layout or Preferential Screen editors, the button properties toolbar will become available.

Command

From the drop-down list, select the command that will be performed by the selected button. Click the "X" to clear the selected command.

Usage

Depending on the selected command, a new field may appear below the command. This is the usage field, and its contents will vary depending on the selected command. For instance, selecting the Item command will display the list of sales items. Selecting the Preferential Screen command will display the list of available preferential screens, etc.

Fixed List