In order to work with the catering cash register you will have to select the account area first, e.g., GASTRO.
To do so, click on the yellow button in the icon bar.
or go to the menu Accounts/Select account area and select the required account area.
Before you start adding articles, check the correctness of the item's name and if the correct percentage rate for the „standard VAT rate“ has been set, go to Setup/Program options/Options and select the tab „Turnover“:
If everything is just fine, click OK. Otherwise adjust the entries an then click OK. In case you have articles with different VAT rates (e.g., 7%) you can set this for each article individually in the article's definition mask. For all following articles you add, PC CADDIE will remember the set rate and will only change it to another rate, e.g. 19%, when you create an article where you set this rate.
To create an article use the menu item Articles/…new, edit, delete.
The following window shows you the article overview:
The article number can have maximum eight characters, numbers and letters. Please do not use umlauts or special characters. Never mix the case of the letters if you want to use PC CADDIE to generate barcodes for label printing. Conversion to the can be made only on eight-digit combinations of letters and/or numbers (e.g., SNACK001, DESS0001, 66660001). Article numbers are usually assigned schematically. For example, they begin with the first letters of the department or a predefined combination of numbers. To create an article of the same category, it is very convenient to work with the * or +. This assigns the next free article number: SNACK*, or SNACK+.
You can enter the financial account number where the article should be recorded into this field. This is necessary for exporting the sales data to an accounting interface (additional module: Export accounting data)
Select a suitable name for the article. However, this should be a short and distinct article name. Article names that are too long might not completely fit on a printed receipt for the kitchen or counter. In your article list the product groups are listed in alphabetical order and within the product groups the articles are listed alphabetically.
This is where you can enter individual information that can be useful on a label print or just to hold additional information for an article type. A restaurant would use this information for articles that are handed out on a loan basis such as money for cigarettes or even tips. In this case you would enter “LOAN”,without quotation marks (more information here: als_tip_trinkgeld_verbuchen). The article is entered in the cash register as usual and the text will be displayed on the receipt when paying. In your daily balance you will find these articles listed separately as cash turnover which will be subtracted from the amount “effective cash”.
If your restaurant is using the PC CADDIE cash book the “loans” will not be subtracted; they will have to be posted manually. We can add a special parameter to your system to ensure the automatic subtraction. In addition the add. info will require an extra text “KABU”, in our example: “LOAN_KABU”.
You can also enter the add. info ARTDET to get more details in the daily balance. It will cause the details of this article to be displayed separately on the daily balance (in the article statistic). This option is very useful if, for instance, the accounts department wants to see which voucher numbers have been sold or redeemed.
The add. info “PAYMENT” will let a ball card payment appear as a payment method on the daily balance of the restaurant.
This is where the product group is selected or created to which the article should be allocated. This entry should be well-thought-out as single articles or product groups can be used to create various statistics.
The daily turnover of the different product groups will be listed on the daily balance. Now a few examples for possible product groups:
To create a new product group, click on the button New group:
Remember that deleted groups cannot be used for statistics anymore.
Colour and size chart
By selecting a colour and/or size chart you will have the possibility to create sub articles. If you only require a main article you do not have to select a chart. The definition “Colour” and “Size” derives from the pro shop cash register; instead of colours you would use side dishes, extras (with or without ice cubes), tea or beer brands in the restaurant. For the size chart you could define the degrees of doneness, beverage sizes or weight details. You can select individual colour/size charts for the articles or create new ones. Select an existing colour/size chart from the list and adjust it if necessary with Edit.
Add a new colour to the row “New entry” and confirm with OK. With Edit (F7) you can adjust the selected colour/size, it's short or long name. The Delete button on the left will delete single colours/sizes whereas the Delete (F5) button on the right will delete the whole chart.
To create a new chart click New. Enter a short abbreviation and then a suitable Name. Add the new colours/sizes you require one by one to the field New entry.
Colour charts that have been used for sold articles or articles in stock as well as for articles which still have to be listed in a stocktaking or sales statistic must not be deleted.
PC CADDIE provides the following selection options:
|Normal||This is for the usual single article.|
|Individual text||For an article such as „staff dinner“ with a fix price but without a specific description. The query of the „description“ will appear when selecting the article.|
|Individual price||For articles without a fix price, e.g., a general article such as „flower decoration“. The price query will appear when selecting this article.|
|No label will be printed. But a list of small articles including bar codes for the cash register can be printed (ideal for smaller articles such as pitchforks, golf balls etc. - rarely used in catering industry).|
|Print bagtag||A previous set up bagtag will be printed when selecting this article, for instance for green fee, range fee, trolley or similar.|
|Voucher sale||This status has to be selected for a voucher sale (see Voucher administration)|
|Voucher redemption||This status has to be selected for a voucher redemption (see Voucher administration)|
|Cashbook||This is a specific status for cashbook articles (see Cash book).|
|Disagio||An article with this status and a sales price of 10,00 will add an extra charge of 10% to the total of all entered articles (e.g., percentage surcharge for credit card payments).|
|Reduction total||An article with this status and a sales price of 10,00 will post a discount article in the amount of 10% of the total price, meaning the sum of ALL selected articles.|
|An article with this status and a sales price of 10,00 will post a discount article in the amount of 10% of the latest selected article in the cash register.|
|Change VAT rate||This status is only required for adjusting standard VAT rates (e.g., take away sale or reduced/zero rated food and beverage). When adding such an article to the cash register you will be asked if you want to adjust the VAT rate of all the customers articles, only the last one or all outstanding articles.
Via Articles/new, edit, delete… you can create such an article. It could look like this:
→ Select the required Name (1) for your article.
→ Create a new Group (2) for this article.
→ Select the Status “Change VAT” (3).
→ Enter the reduced VAT rate (4).
(As of October 2011: for Switzerland: 2,5 %, for Germany: 7 %)
Now when entering articles to the cash register and you want them to get a reduced VAT rate you simply add this newly created VAT article and PC CADDIE will ask if you want to adjust the VAT rate of all articles of the one customer or just the last one. The receipt will list all the different VAT rates.
|Hidden||This status is only for special articles and is usually set up by our PC CADDIE support team.|
|Payment method||For all payment methods such as cash, credit card, EC card, cheque etc. These will be listed separately in the daily balance.|
|Inactive||For all articles that are not being sold anymore but might be used again another time (seasonal articles such as cream of pumpkin soup). It is still possible to print a sales statistic of these articles. Inactive articles can be moved to the suitable archive area when archiving them so they will not be visible.|
|Serial number management||This status is used for articles with serial numbers.|
Unit stands for sales unit. PC CADDIE provides the following sales units:
In the catering industry you enter the required purchase and sales prices. The row for calculation can be left empty. The formula for the calculation is the outcome of the entered purchase price (net).
If you want to use the automatic calculation simply enter the numbers 1, 2 or 3 to the field Calculation and confirm with Tab.
The following formulas are behind this:
1 = VK=EK*(1+?%) –> Sales price=Purchase price*(1+?%) 2 = VK=EK+? –> Sales price=Purchase price+? 3 = VK=EK/?% –> Sales price=Purchase price/?%
The question marks have to be replaced with a number. The sales price (gross) will then be calculated automatically.
A value deviating from the standard VAT rate can be entered here. For example, in so-called out-of-home sales.
The check-mark No discount can be activated as desired - for example, for articles with a low profit margin. Or when the price is already adjusted with employee discount. These are not taken into account when selling at discount rates.
The Sales price (EK) and Purchase price (VK) are calculated according to the entered numbers. The EK is effectively the purchase price plus packaging and/or postage minus discounts granted on the list price.
By selecting the colour/size combination you create sub articles.
With New or F2 you will get the above selected charts:
and after selecting the options you will get these sub articles. By using the check mark for “Acc.”, “Abbr.”, “Status”, “Unit”, “VAT” you can individually set these properties for the sub articles in the main article.
With Delete you can remove a single sub article. But this will only work if the article has not been used/posted yet (incoming goods or sale).
When ticking off Stock taking all fields below will be activated automatically.
Minimum stock level: If you reach the number that is entered you will get a warning when selling this article. If you do not want to manage the minimum stock level, enter “—-”.
Actual stock: The opening stock is set with the button Incoming. Further incoming goods can be added via the menu Articles/Incoming goods.
Ordered: This entry is only for informational purpose. Is does not accord to the number of articles that have been printed in an order list.
In this section you can enter the purchase details. Select the supplier, enter the order number, packing unit and maybe even granted discounts.
In the Barcode field, you can scan the suppliers printed out barcode. The article will then be recognized by the cash register. This is rather being use by the pro shop, e.g., for golf ball sleeves.
In addition this window offers further input options using the buttons on the right hand side:
Delete an article However, this is only possible as long as the item has not yet been booked, for example by a goods receipt booking, that is, inventory management or booking via the cash register. If the item has already been booked, you can set the status to “inactive”. The item appears in the items list under payment methods and is no longer listed in the checkout in the item search function. If it is still included in the quick selection and is selected, a message appears informing the operator that this article cannot be booked.
Create a copy of the article. The name is concatenated with “1” on the right side, and the next available article number is automatically selected. This is very helpful if you want to create a similar article or if you want to stay in the same schema of the starting numbers in relation to the article number.
Here you define a blank, automatic article assignment for a certain group of people. This is less needed for the catering, rather for greenfee bookings Green fee article
The supplier will be entered according to the input in the article mask. After entering the amount of incoming goods and the purchase price you will have the following options:
All further details concern the delivery note or conditions of delivery. If you do not wish to print a label, remove the check mark.
You get various printing options.Print
With this feature you can split articles into several sub-items, e.g., full course dinner consisting of multiple dishes or other packages (halfway snacks and dinners).
Or you can access a purchased article. E.g., when you buy your beverages in bundles and sell them in different units.
You also set up the sub-items such as side dishes or ice cream.
Use the button New to get to the mask where you can select an existing article and define whether it should be a sub-item as part of the main article or a sub-item as an optional addition to the main article.
Sub-item PP article
HINT: The stock taking should only be activated for the purchase article. After setting the sub-items a sale will be noted to the stock of the purchase article and reduce it.
Simply select Sub-item as optional extra to main article: and select the article which should be suggested with the automatic query.
Check- marks for sub-items
More information available here: Cash register - quick selection.
Read more here: Operating the cash register: user interface starting with 2016.
This feature helps you organize the sale and redemption of vouchers and keep an overview of the turnover, see Voucher administration.
First of all begin by entering all suppliers – this is done in the same way as with people and companies via Persons/…New, change, delete. Firstly enter the gender “7 – Supplier, Contact person male” or “8 – Supplier, Contact person female”. Apart from that, entering a supplier is almost the same as entering a company member. firmen_und_clubs_erfassen
But it is important that you set the filter for the selection list from „Members and guests“ to „All suppliers“ so only suppliers will be displayed.
the filter can be changed in the cash register, so that all members and then the guests are initially displayed.
1. Go to the list; the “Search Person” window opens
2. Enter the name
The list appears. All the members are listed at the top, followed by then guests.
Contact our support if you are interested in having this option: firstname.lastname@example.org