Archive for the ‘Point of Sale Restaurant’ Category

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Issues resolved and new features:

Grid:

Change the Tooltip transparency to make the content more visible – Location: right-click on grid (Room number) and selecting ‘Detailed Description’

Status changes:

Change colour of Status – ‘Departed’

Added Status – ‘Fully Paid’

Remove Pastel balance from Reservation tooltip.

Added the following to the bottom of the Grid display:

Individual Reservations:

Reservation Balance

Invoice Total

Receipt Total

Deposit Forfeit Total

Deposit Refund Total

Deposit Paid

Group Reservations paid by the Group will show zero balances and totals for the individual Reservation. This information is only available by clicking on the Group container.

Group container (virtual room)

Group Balance

Group Invoice Total

Group Receipt Total

Group Deposit Forfeit

Group Deposit Refund

Group Deposit Paid

Note: This financial data displays on a left mouse click with the mouse pointer on the specific reservation.

Reports:

Items not linked to a Pastel:

This report is now also available at Reports – List

Bednights Repost:

Fix report to work with Group virtual room and to calculate and display Group additional costs. Previously only Reservation additional costs were taken into account in this report.

Reservation Details:

Made some general changes when cancelling a reservation to incorporate the refund and partial refund of deposits with and without the limitation of first settle or reverse outstanding amount on reservation.

Un-Update:

Un-updating a Reservation changed to create a Credit Note to Pastel as a reversal of the Invoice.

New checkbox – Apply Tariff towards Reservation:

Added this control to assist with Group reservations. ‘Check’ or ‘Un-check’ of this control will apply Accommodation tariff and Service Charge on accommodation towards Reservation or Group. When updating the Reservation the Group additional costs are dynamically updated with the Service Charge

Front desk Cashup:

Fixed – After a money count is done,  if there is an “In House Total”  this shows as the “Shortage Amount” on return to the Shift Cash Up screen and also gets posted to the Pastel GL account for that user/

Service Charge:

Fix the generation of a zero (0) value Service Charge line where Service Charge is not applicable on Payouts, Credit Notes and in POS transactions.

Groups

Added a Group ‘container’. It is not necessary to create this ‘container or ‘virtual room’ as it is created when adding a Reservation to a Group. The format is ZGROUPxx where xx starts with 01. In the event of more than one Group reservation in the same reservation period a new ‘container’ will be created to accommodate the additional Group reservation.

Un-update:

Un-updating a Group changed to create a Credit Note to Pastel as a reversal of the Invoice.

Group configuration:

Group members can be added to the Group according to the following criteria:

-      Group responsible for payment

-      Group member responsible for accommodation

-      Group member responsible for additional costs

-      Group member responsible for accommodation and additional costs

Details on adding a Group member:

Group responsible for payment

Option 1

Add member with the same Customer code as entered at Group Details General tab.

Deposit if entered will be applied towards Group account

Option 2

Un-check ‘Apply Tariff to Reservation’ and ‘Apply Charges to Reservation’ where the Customer code is not the same as entered at Group Details General tab.

Deposit if entered will be applied towards Group member account and checking ‘Apply Tariff to Reservation and/or ‘Apply Charges to Reservation’ will be required.

Group member responsible for accommodation

Customer code not the same as entered at Group Details General tab.

Check ‘Apply Tariff to Reservation’ and un-check ‘Apply Charges to Reservation’

Deposit if entered will be applied towards Group member account

Group member responsible for additional costs

Customer code not the same as entered at Group Details General tab.

Un-check ‘Apply Tariff to Reservation’ and check ‘Apply Charges to Reservation’

Deposit if entered will be applied towards Group member account

Group member responsible for accommodation and additional costs

Customer code not the same as entered at Group Details General tab.

Check ‘Apply Tariff to Reservation’ and check ‘Apply Charges to Reservation’

Deposit if entered will be applied towards Group member account

Reservation Payments:

Fix not to show Groups with zero balances on selection.

Restaurant/Bar:

Remove message “The cash drawer is not enabled for this user.” as this creates problems when not using a Cash Drawer.

Setup Cash Drawer:

Fix error when saving to database

Add New Charge:

Fix an error when adding a charge on a new installation from a ‘Clean database’. This error occurred on some ‘Clean database’ with a setup of ‘Use Tax defaulting’ to ‘No’. The system was changed to allow adding a charge irrespective of the Tax setup at Setup Company Financial.

The following charges must be created for a new installation with ‘Create Item in Pastel’ un-checked.

-      Bar/Restaurant In House Charge Code

-      POS/Shop In House Charge Code

-      POS/Shop In House Payout/Credit Note

Once done select the above codes at Setup Company Financial and change ‘Use Tax’ to Yes. Once this is done it will be possible to save the Company details.

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Issues resolved and new features:

Grid:

Added Account Balance (Pastel or Local if not integrated) to the tool tip that comes up when you point to a departed reservation on the grid.

Added the User Defined Fields to the Tooltip on right-click on grid (Room number) and selecting ‘Detailed Description’

Credit Note:

Added the option to do Credit Notes towards In-House Group reservations.

Added functionality to select a Multi-store location per line to enable passing correct Credit Notes on Invoices utilizing the recently added additional Multi-store for Restaurant/Bar staff.

Charges:

Added ‘Recipe Item’ and ‘BOM Code’ to accommodate “Manufacturing”

Pastel Interface:

Added the option to enable BOM (Manufacturing) or disable.

Note: Enabling this option is at the moment only functional for testing and not available for commercial use.

Reservation Payment:

Limit the number of character on the Credit Card number to Max 20.

Short/Over Journal processing:

Incorporate the following changes to accommodate all users allowed to do cash based transaction and cash based credit note transactions.

@ Interface Pastel:

Short/Over Account must be entered on POS tab if ‘Posting of Shortage/Over Journal by Supervisor Shift Cashup’ is checked on Setup Company – POS tab. All Short/Over will be posted towards the Short/Over Account if Gratuity GL Account as described below is not present.

@ Setup Users/Passwords:

By entering a ‘Gratuity GL Account’ on the Restaurant tab (only available for Restaurant/Bar Staff) this account will be used for processing the specific Staff member’s Short/Over.

Setup Users/Passwords:

Custom user permission

Merge user permission on Setup Company and 3^rd Party Interface to allow or disallow a ‘Custom’ user accessing Setup Company and Interface.

Reports:

Utilization report:

Remove check box “Show Disposed Rooms”

List Availability Report:

Fix ‘From’ and ‘To’ time picker

Rental Statistics Report:

Remove this report from the menu as it is not used

Current Activity Report

Fix error incorrectly displaying the RA number instead of the Reservation number on Departure. This error was due to previously changing the report not to show the RA number.

Restaurant & Diet

Change to populate values from the ‘Adults’ and ‘Children’ entry on Details Reservation General TAB. Report sort order changed to place ‘Adults’ first and then the ‘Children’.

Usage Report:

Change Category to Guest Tariff

Income Projection:

Remove the Paid status from selection.

Deposit Transaction listing:

Change to accommodate the changes made in handling deposits.

Reservation Details:

Deposit Refund:

Fix Amount Refunded displaying incorrectly when Deposit refunded in total.

Made some changes to dynamically display Deposit Refund and Forfeit on the Financial tab.

Added an option not to cancel the individual reservation when refunding the deposit.

Added the option to refund a deposit in part without cancelling the Reservation.

Added a checkbox ‘Apply Charges to Reservation’ on Financial tab to accommodate Group members responsible for own expenses.

Restaurant:

Made the necessary changes to incorporate Multi-store on the Extra/Component Item level.

Group Additional Cost Allocation Manager:

Change to dynamically update Service Charges when opening the Group Additional Cost Manager.

Fix an error occurring on Service Charges when moving line transactions from Group Reservation to Group and back.

Added the following Captions to accommodate ‘Deposit Refund’ and ‘Deposit Forfeiture’ on ‘Group Reservations’ and ‘Group’:

-      Deposit Refund Total

-      Deposit Forfeit Total

Added ‘Room Rental’ Caption to the Group Reservations to accommodate the new option to apply ‘Room Rental’ on a Group Reservation towards the individual Reservation.

Issues resolved and new features:

Group:

Fix when changing ‘Duration Charged’ to NOT dynamically update Reservation end date and Grid after saving Reservation.

This is used for a longer stay shown on the grid than at ‘Duration Charged’. Example – Guest stays 14 days and gets 2 days free. Show on grid 14 days but only 12 days at ‘Duration Charged’.

Reports:

Restaurant & Diet

Fix to show only selected day’s records.

User/Password:

Fixed an error encountered when editing a Bar/Restaurant User with Gratuity code not entered.

Fixed an error encountered when not populating and using Multi-store code 2.

Fix to only make Setup – Users/Passwords – Restaurant TAB ‘Gratuity GL Account’ required…

if Setup – Company – POS TAB ‘Posting of Shortages/Surplus by Supervisor Shift Cashup’ is checked

and Setup – Interface – Pastel POS TAB ‘Short/Over Account’ is left blank.

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Issues resolved and new features:

Group:

Fix when adding a Reservation from Group Details – Reservation Tab to dynamically update Reservation Details with the correct Price per Room or Price per Person.

POS Retail:

Fix Receipt captions to display only relevant information for the different payment types.

Add option to make In-House Group transactions

Group Additional Cost Allocation Manager:

Fix not to show and calculate individual deposits.

Reservation Details:

Quick View:

Fix not to show previous Applied Deposit when creating a new reservation.

Fix changing ‘Duration Charged’ to dynamically update Reservation end date and Grid after saving Reservation.

Reservation Record Create Date:

Change the program to utilize the Windows regional settings in the date and time format.

Deposits:

Remove selection by Contract Number. Not used in Hospitality.

Reports:

Deposits

Remove Out of Date Contract Deposits report from menu.

Restaurant & Diet Report:

Fix to show only in house guests with an entry in their Restaurant & Diet record.

Money Count:

Added a 0.25 currency denomination for international use.

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Issues resolved and new features:

Reservation details:

Deposit Refund:

Fix error 383 when doing a Deposit Refund.

Financial Tab:

Added 2 display fields – Amount Forfeit and Amount Refund

POS Retail:

Fixed not to create a zero value Service Charge line to Additional Cost tab of the guest record.

Deposits:

Fix deposit Receipt to show Description, Customer and Reservation/Group Number correctly.

Issues resolved and new features:

Restaurant/Bar:

Display size:

Resize of ‘Top’ buttons for 800×600 and 1024×768 with the incorporation of the ‘Bar Sales’ button.

Receipt and Bill:

Option added at Setup Company – POS – Print Bill/Receipt combination instead of Receipt

Un-checked prints Receipt

Checked prints Bill/Receipt combination

Account Payments:

Fix ‘Account Payments’  debit\credit balance which was showing in reverse. (v5.1.0.9)

Reports

Daily Activity Report:

Remove RA Number

Activity Report:

Remove RA Number

Multi-Store:

Fix the Cash consolidated Restaurant/Bar invoice to correctly handle Multi-Store transactions.

Multi-store management by Charges – ‘Bar Item’ and ‘Menu Item’:

Checking both ‘Bar Item’ and ‘Menu Item’ at Charges will result in the following:

When a Bar Staff member selects this item the multi-store will default to the Bar Staff member’s Bar multi-store.

When a Restaurant Staff member selects this item the multi-store will default to the Restaurant Staff member’s Restaurant multi-store.

POS Retail:

Fixed not to create a Service Charge line to Pastel when Service Charge is NULL.

Money Count:

Report:

Fixed Money count report to show ‘Shortage’ as negative.

Short/Over  journal automation:

Setup Company – POS – General

‘Posting of Short/Over by Supervisor Cashup’

Un-checked:

Do Journal manually as back office transaction

Checked:

When using this option it is important to note that Money Count procedures must be followed as the Short/Over on the Money Count determine the amount used for the Journal creation. Closing of a shift by the Supervisor will result in not passing a Short/Over Journal to Pastel. This can be corrected by doing a manual back office Journal in Pastel.

2 Options available:

Option 1

Entering an account at Setup Interfaces – Pastel – POS Tab- Short/Over Account  as well as an Entry Type for Short/Over.

This account will be debited and the Daily Takings Control Account will be credited in the event of a Shortage.

This account will be credited and the Daily Takings Control Account will be debited in the event of a Surplus.

Option 2

Leaving the account blank at Pastel Interface – POS – Short/Over Account will result in using the Gratuity account at Setup – Users/Passwords – Restaurant Tab.

This Gratuity account will be debited and the Daily Takings Control Account will be credited in the event of a Shortage.

This Gratuity account will be credited and the Daily Takings Control Account will be debited in the event of a Surplus.

Grid:

Status – In House

Allow setting Status to In-House for future bookings can now be managed:

Setup Company – General – Allow changing Status to In-House for Future bookings

Checked

Changing Status of future bookings to In-House allowed.

Unchecked

Changing Status of future bookings to In-House disallowed.

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Issues resolved and new features:

Pastel Interface:

Released a new version of the NovPasSDK.dll which fixed an error which prevented the AccountUser from being saved back to the database. This prevented the NextDocumentNumber field from being updated which caused a gap to form between the NextDocumentNumber and the actual next available document number. This slowed down the updating of an invoice significantly in some Pastel companies

Restaurant/Bar:

Added a Bar button for non-seated Bar customers. Works with all payment types including In-House and In-House Group.

Grid:

Remove RA Number from showing and replace with Reservation number.

Added option to view Rooms by ‘Rate Per Room’

Note – ‘Rate Per Person’ and ‘Rate Per Room’ is not fully implemented for use with Seasons at the moment and will default to the price structure created on the Room.

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Issues resolved and new features:

Multi-Store:

Added a Multi-Store code 2 at Users/Passwords for use with Restaurant/Bar.

For Restaurant staff member:

Multi-Store caption 1 – Restaurant Multi-Store

Multi-Store caption 2 – Bar Multi-Store

For Bar staff member:

Multi-Store caption 1 – Bar Multi-Store

Multi-Store caption 2 – Restaurant Multi-Store

Edit Charges Tab – Properties Bar Item or Menu Item will determine what Multi-Store code is used to pass an invoice line to Pastel.

Deposits on Groups:

It is now possible to raise deposits on members of a Group other than the member responsible for the account.

Only the deposit of the group member responsible for the account will be applied towards the group account. All other group members deposits will be applied towards that members own Reservation.

Novtel Tax:

Move to Setup Interface Novtel. Accessible when Pastel interface is disabled.

Acc Payments:

Change to Reservation Payment.

This feature is still used for Reservation and Group Reservation payments.

Account Payment:

Added an option to make payments for Restaurant or Shop POS sale settled using the ‘On Account‘ tender method. Show Pastel balance if interfaced. Warn if an unpaid Reservation exists for the customer. Note – These payments will not reflect at ‘Reservation payments’.

Charge code length:

Additional changes due to changing the Charge code length from 6 maximum to 15 maximum characters.

Reports:

Rental Statistics – Categories change to:

Rental Statistics – Guest Tariff

Utilization Report – Change caption from Categories to Guest Tariff.

Issues resolved and new features: Charge code length:

General changes related to changing the length from 6 maximum to 15 maximum characters.

Users

– GratuitySetup Company Financial

– Invoiced Service Charge codePastel Interface Deposits

– Forfeiture ChargeEdit Charges

– Charge Setup listEdit Charges

– Add and Edit Code length changed to display 15 characters.

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Issues resolved and new features:

Grid: Fix error when adding rooms and the number of rooms is still less than grid row setup at Setup Company – General.

Edit Charges: When trying to add charges with a new installation we encountered an error related to the Parameter table not set by default to use Tax. When trying to change this setting at Setup Company – Financial we were prevented from saving this due to the forcing of entering the In-House charge codes at Setup Company – POS. Fix this problem to enable initial setup not using Tax and update the Clean’ Novtel Hospitality.mdb database to start a clean install with Use Tax as default. This will allow adding of charges making it possible to change settings at Setup – Company if necessary.

Charge code length:

Change the length from 6 maximum to 15 maximum characters.

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