Food & Beverage POS - Maintaining Dynamic Food & Beverage ...

Food & Beverage POS - Maintaining Dynamic Food & Beverage Menus

Webinar Topics

Point of Sale 86 List ...................................................................................................... 2

System Manager—Daily Menu Maintenance ............................................................... 6

Log In ...................................................................................................................... 6

Locked Items ........................................................................................................... 7

Daily Items .............................................................................................................. 8

Changing Existing Menu Items ............................................................................ 10

Chain Links ........................................................................................................... 14

Print Locs .............................................................................................................. 16

Food & Beverage POS Maintaining Dynamic Food & Beverage Menus

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Proprietary and Confidential

Point of Sale 86 List

There are times during a busy dinner rush that different food and beverage menu

items sell out. It is necessary for you to quickly notify your servers of the 86’d item.

You can quickly update 86 items directly from the POS terminal, and the system

immediately updates the 86 item list without rebooting.

Adding 86 Items

1. From the User ID screen, touch your management ID number.

2. Touch Done.

The Manager Menu screen appears.


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3. Touch 86 Items.

The 86—Lock Items dialog box appears.

4. Touch Continue.

The Main Menu screen appears.


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5. Navigate through the menus and touch the appropriate item to 86.

The 86’d Reason dialog box appears.

6. Touch the appropriate reason.

NOTE: If you 86 an item with a forced modifier, you must select a modifier

(for example, Medium Rare). Select and delete only the modifier

from the guest check before touching Send. If you do not delete the

forced modifier, it is also removed from availability.

To 86 a modifier, select any menu item with this modifier and then

select the modifier to 86. Select and delete only the menu item from

the guest check before touching Send.


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7. When you have touched all the new 86’d items, touch Send.

The 86 – Lock Items dialog box appears.

8. Touch Yes-Lock.

The User ID screen appears.

NOTE: Whenever there is a change to the 86 items list, the 86 Items button

on the dining room layout screen flashes in red for 10 minutes to

attract attention and notify the servers that there is a change to the

list.

Also, the menu item button of an 86’d item in the menu screen is not

active. Generally, the button is black with red text.


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System Manager—Daily Menu Maintenance

Throughout the day, you may need to make changes to your 86 List and Daily Item

List. You also may need to make changes to your daily special items, such as name,

modifiers, or price. In this webinar, you will learn how to use the System Manager to

make these changes.

Log In

The System Manager software is usually located on a computer away from the Point

of Sale, although your club may have both functions on a POS computer.

If you are using the POS computer to access the System Manager, then using the

mouse, instead of the touch screen, is recommended.

Logging Into the System Manager

1. On the Windows® Desktop, double-click the Food & Beverage Manager

icon.

OR

At the POS, from the User ID screen, touch F&B Mgr.

The System Manager window appears.

NOTE: Depending on how your system is set up, you might be prompted for a

password after each menu selection.


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Locked Items

Locked items are those items that are temporarily removed (86’d) from the current

menu.

Maintaining Locked Items

1. From the menu bar, select Menu Items and then select Maintain Locked

Items.

The Maintain Locked Items dialog box appears.

2. From the Categories drop-down list, select the category of the menu item to

be locked.

3. From the Menu Items list, select the menu item to be locked.

4. Click Lock.

NOTE: To unlock an item, select the item in the Locked Items section and

click UnLock.

5. Click Close.


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Daily Items

Daily items are those items you need to count down. These can include an item you

are running low on, or a limited quantity daily special feature.

Maintaining Daily Items

1. From the menu bar, select Menu Items and then select Maintain Daily

Items.

The Maintain Daily Items window appears.

2. From the Categories drop-down list, select the category of the item to be

counted.

3. From the Menu Items list, select the menu item to be counted.


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4. Click Add.

The menu item is moved to the Daily Items list.

5. In the Daily Items section, select the menu item you just added.

6. Click Modify.

The Modify Daily Item dialog box appears.

7. In the Quantity field, type the quantity available to be sold.

8. In the Price field, adjust the price, if necessary.

9. Click OK.

10. Click Close.


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Changing Existing Menu Items

In this webinar, we will show you the basics of changing existing items, such as daily

specials. More in-depth classes on Menu Maintenance are available; please contact

the Education Department for information.

Modifying Menu Items

1. From the menu bar, select Menu Items and then select Modify Menu Items.

The Select Menu Item window appears.

2. In the Categories section, select a category from the list.

3. In the Items section, select a menu item.


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4. Click Modify Item.

The Modify Menu Item window appears.

Let’s break down the Modify Menu Item window into smaller sections.

The first section to look at is in the upper left hand corner.

5. In the Name field, type the new name.


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The next section is a grouping of check boxes in the middle of the screen. These

check boxes describe how the item is handled and determines additional item

details. When modifying existing items, these checkboxes are rarely changed.

The third section is the grouping of drop-down lists in the top center of the screen.

These fields determine how the item is grouped and categorized within the system

and transferred to accounting. When modifying an existing item, the only thing

you may need to change in this area is the color of the button. Button colors are

pre-defined and named by type of item, to ensure consistency on your menu

screens.

6. From the drop-down list, select the color for this menu item.

The next section is in the center of the screen. These fields define menu item screen

position and additional sale information about the item.

7. Click the Look-Up button to show the item’s current screen position or view

available screen positions.

8. To change the screen position, enter the screen position number in the Scrn

Pos field.

9. In the Item Cost field, enter the estimated plate cost for this menu item.


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The bottom portion of the screen is the pricing section. Using this section of the

screen, you have a great deal of flexibility with how the item is priced.

10. Use the following table to determine field usage:

Field Description

Std Price Enter the standard price for the item.

Happy Price

This field allows for “on-the-fly” pricing – irregularly

scheduled happy hours.

For example: NHL Games

Alt Price1, 2, and 3

Use these fields to enter and schedule alternate

pricing for the menu item – regularly scheduled

happy hours.

For example: every Thursday and Friday 5-7pm

Alt Price1 is often used for banquet pricing. Please

contact csg Support for assistance to set this up by

register.

2-1 The item can be set as 2 for 1.

Sun through Sat Schedule the alternate pricing for a particular day or

days of the week.

From/To Schedule the alternate pricing for a particular time.

Enter as military time.


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The last section is the Other Options grouping of buttons on the right side of the

screen. These buttons perform various tasks and are discussed below.

Chain Links

Click this button to provide an attachment of modifying screens to menu items. Each

menu item can have up to five chain links. When changing an item, check the chain

links to make sure they are correct for the new menu item.

Each item can be:

Linked (Lnk) – you can avoid modifying the item easily. All the regular

buttons at the bottom of the POS screen are available.

Modified (MDF) – easy to modify or not modify this item. Only the Menu

and Remove Last buttons at the bottom of the POS screen are available.

Forced (FRC) – you must modify the item or remove the last item. Only the

Remove Last button at the bottom of the POS screen is available.

EXAMPLE: When ordering a sirloin steak, the modifying screen of Mod

Temp is selected as a forced chain link so the server must make

a selection prior to moving on.


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1. Click Chain Links.

The Chain Screen Groups dialog box appears.

2. From the drop-down lists, select the screen group links for this menu item. For

menu items, the last chain link always links the item back to its own screen

group.

3. Click Save.

NOTE: It is recommended that you do as much linking as possible from the

originating menu item. Modifiers rarely have chain links. Their next

screen is determined by the menu item being ordered.

EXAMPLE: Link a burger to the temp screen, then to cheese, then to a side

dish, and then back to the items’ screen group. Always mark the items’

screen group as Lnk.

Cheese

Burger Mod

Temp

Mod

Cheese

Mod

Side

Lunch

Burgers


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Print Locs

Click this button to allow the routing of ordered menu items to the proper prep area

printers. Each item can print to up to seven locations.

Your printer locations and printer numbers are specific to your club. Printer 99 is

always used for Modifiers. Printer 0 is always used for no printing.

1. Click Print Locs.

The Printer Locations dialog box appears.

2. In the Printer fields, type the printer number at which the item should be

printed.


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The Sort Order field is used to manipulate the order that you want menu items to

appear on the prep ticket.

Generally, your sort order is set as the following:

1 – Appetizers

2 – Soup

3 – Salads

4 – Sandwiches

5 – Entrees

6 – Desserts

99 – Modifier

NOTE: Do not leave the sort order number as a 0. If you do, the item will not

print.

3. In the Sort Order field, type the appropriate sort order number for this menu

item.

4. Click OK.

The Modify Menu Item window appears.

5. Use the following table to determine usage of the remaining Other Option

buttons:

Field Description

Ingrd List Click to create, edit, or view the

ingredient list for this item.

Nutrnt List Click to create, edit, or view the nutrient

list for this item.

Recipe List Click to create, edit, or view the recipe

list for this item.

Barcode

If applicable, click to enter the barcode

number for the item.

You must have barcode scanning

equipment to use this feature.

Image If applicable, click to include a picture

of the item.


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NOTE: Including a large number of images can drastically slow down the

POS. We do not recommend using a large number of images in the

system.

6. Click Save to save any changes you have made to the menu item.

The Select Menu Item window appears.

7. Click Close to exit Menu Maintenance.

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