Technical Note: 20011004052

Customers Training Schedule

(Maitre'D 2002, and later versions of Maitre'D)

The purpose of this document is to give new Maitre'D distributors a guideline to help the planning of a Maitre'D installation from scratch in terms of customers training.

Installation planning

Meet the owner and / or manager to find out how they operate, where the remote printers will be located in the restaurant. Find out their fiscal year, how many weeks per period and their pay period.
First start building the menu following the steps in the TRAINING CLASS SUMMARY
Few days before installation meet with the people to show them their menu. It may require some modifications. Also, discuss the employees' configuration.
Pre-program few employees for each different function they will be using so they could enter only the employee's name under P.O.S. Control.
Pre-program dept. task and desc. under the time and attendance module, if needed.
Setup their password and limit their access to the minimum, if needed, create fast access.
Should have different training session (could be done at the office or on site). Basic Maitre'D Training

Pos. operations (with employees and managers)
Manager's functions at the workstation
Manager's daily procedures from back office (End of day, close batch, close open checks for end of day, backup, save checks to disk)
Explanations of all the modules (managers).
Additional Modules
Manager's training on Electronic Funds Transfer
Manager's training on Time and Attendance
Manager's training on inventory setup and inventory maintenance
Manager's training on Delivery
Manager's training on Account Receivable
Manager's training on Accounting Interface
Manager's training on Floor Plan

Setup all the equipment at the office and install their menu.
Test the printers, cash drawers, different employee's functions, most of menu items and the modem from Datacap if they will be using the Electronic Funds transfer module.
Installation on site.
Suggest letting the employees practice with the system for at least one day.
When ready to go LIVE, do a sales deletion. Most likely beginning of the week when the restaurant is not busy.
They may need a follow up on the inventory module.

Suggested Training Sessions

Basic Maitre'D Installation

Training 1 - At the workstation

POS Operations

Servers and managers (2 hrs approx.)
Special Functions at the P.O.S.
Managers (1.5 hrs approx.)

Training 2 - Overview of the back office

Manager's daily procedures from back office and explanations of all the modules
Managers (6 hrs approx.)

Additional Modules

Training - Electronic Funds Transfer

Transaction modification
Managers (30 min approx.)

Training - Time and Attendance

Setup time and attendance
Managers (3 hrs approx.)

Training - Inventory - Part 1

Setup Inventory
Managers (5 hrs approx.)

Training - Inventory - Part 2

Starting up the inventory
Managers (4 hrs approx.)

Training - Delivery

Setup Street code
Managers (1 hr approx.)

Training - Account receivable

POS Operations
Servers and managers (15 min approx.)
Back Office Maintenance
Managers (1.5 hr approx.)

Training - General ledger (Accounting Interface)

Setup Accounts
Managers (1 hr approx.)
Deposit
Managers (30 min approx.)

Training - Floor management

POS Operation
Managers and hostess (30 min approx.)

At the workstation

POS. Operations

Description of their main screen and its maintenance

Daily server's steps

Clock in

messages
PREVIOUS
DOWN
CMD (miscellaneous, qty, course, last round and rem.) explain only the functions they will have access to.
Colors of the items when not sent to kitchen
Send an order, go back on the table and explain STATUS and all the transfers
SPLIT
MORE
Apply discounts
Print checks
REDISTRIBUTION
Pay invoices cash, visa and others; and finalize all transaction if they are using EFT.
Print receipt
Verification of open tables
Print server's reading
Clock out
Tip declaration
Takeout order and fast-food service, when needed.
Cashier functions, when needed.
Hostess functions, when needed.
Drive-Thru order, when needed and show how to recall it.
Bar functions (with or without a tab), when needed.
Delivery order (order taking, recall, closing checks by driver), when needed.

Special Functions at the POS.

Voids
Refund (cancellation on table 0)
Transfers
Discounts
Main reading
Open table verification
Item Availability
Price change
Activity report
Paid in and paid out
Gift certificate
Permanent meters
Punch clock adjustments

Overview of the back office

Manager's daily procedures from back office

Daily procedures and protection procedures (end of day, closing EFT batch, backup, save checks to disk)

Explanations of all the modules

Explain POS. CONTROL module

View and print a closed check
Program an employee and how to link him to payroll
Program an item and enter the recipe
Weight modifiers if necessary
Modify the messages on the screens and on the checks
Program a discount
Reports (creation and generation of reports)

Explain Electronic Funds transfer

Enter or cancel an EFT transaction from Back Office

Explain System Configuration

Full system backup

Explain Server Control

Multiple end of day
Create a workstation disk
Create workstation data
Void table

Electronic Funds Transfer

Transaction modification
Add, modify, void and void a return on a credit card of a closed check
Return on a credit card on a closed batch
Reports
*** Note: We do not show here how to close a batch. It has to be shown in the manager's daily procedures.

Time and Attendance

Setup time and attendance
Setup department, task and overtime and adjustment reasons
Setup employee's files
Adjustments on a time card
Reports

Inventory Part 1

Setup Inventory
Setup inventory group, categories, units
Setup suppliers
Setup inventory item
Explain reverse production and reg. Production
Setup recipes

Inventory Part 2

Starting up the inventory
Enter purchase
Take first inventory, worksheet
Make the adjustments
Enter inventory waste and menu waste
Reports

Delivery

Setup Streets codes
Setup the streets code with or without warranty
Explain the customer database
Reports

Account receivable

POS Operations

Explain how to pay a check on a house account using a magnetic customer card
Explain how to pay a check on a house account using customer account #
Explain how to pay a check on a house account when the customer forgot his account #

Back Office maintenance

Setup customer's file
Enter a transaction
Check inquiry and a customer's statement

General ledger (Accounting Interface)

Setup Accounts

Setup the chart for accounts payable
Setup the chart for the accounts receivable
Setup the expense accounts
Setup the income accounts

Daily Deposit

How to make a deposit and to enter surplus and over
Explain where the files are created, how they are being named and overwrite

Floor management

POS Operation

How to divide the floor between servers
How to assign servers to sections
Modify smoking status for a table
Modify table availability
How to assign customers to a table
How to modify or cancel a customer on a waiting list
How to read the table verification

Setup References

Electronic Funds transfer

You can refer yourself to our Resource Kit manual, section 8.0 the Sequence of events in EFT setup and section 8.2 Option to help you setting up the module.
To install and test the Datacap modem, visit our Web site and download the following files: Datacap.zip and the EFTsetup.ZIP.

Time and Attendance

You can refer yourself to our Resource Kit manual, section 7.0 the Sequence of Events in Time and Attendance Setup and section 7.2 Option to help you setting up the module.

Inventory

You can refer yourself to our Resource Kit manual, in section 9.0 the Inventory Management Start Up and section 9.2 Option to help you setting up the module.

Delivery

You can refer yourself to our Resource Kit manual, in section 6.0 Street to help you setting up the street codes and section 6.2 Option to help you setting up the module.

Account Receivable

You can refer yourself to our Resource Kit manual, section 10.0 Setting Account receivable module that contains the sequence of events in programming the module and 10.2 Option to help you setting up the module. Also, section 2.2 Option, Receivables needs to be look at.

General Ledger (Accounting Interface)

You can refer yourself to our Resource Kit manual, in section 11.0 the sequence of events in accounting Interface and section 11.2 Option to help you setting up the module.

Floor Plan

You can refer yourself to our Resource Kit manual, in section 12.0 and 12.2 Option to help you setting up the module.

Room Charge Interface

You can refer yourself to our Resource Kit manual, in section 2.2 Option Room Charge to help you setting up the hotel interface. The Maitre'D Back-Office computer and the computer with the property management system need to be connected with a serial null modem cable. You will find the cabling specification in our Installation Guide page 45.