HOW TO WRITE OFF PRODUCTS IN A RESTAURANT
In restaurant operations, there are situations where products are prepared and sent out from the kitchen but not charged to customers due to various operational reasons. However, it is essential to deduct the produced food items from the warehouse to maintain accurate inventory records. This tutorial will guide you through the process of writing off products that have been prepared and sent out from the kitchen without customer payment.
Before proceeding with the write-off process, it is important to identify the need for it. Reasons for write-offs can vary, but in this case, the write-off is necessary when products have been prepared and sent out from the kitchen but cannot be sold for various operational reasons.
1. Open the Markus FrontOffice system and navigate to the order from which you need to write off items.
2. Check if the order is in open invoice status. If it is, proceed to the next step. If not, you may need to follow a different process (e.g., if the order has already been paid).
1. In the order details, identify the specific products that need to be written off.
2. Split the products by creating a new shopping cart within the system.
3. In the new shopping cart, select the customer as "WRITE OFF" to apply a 100% discount on all products.
4. Complete the transaction by selecting the "Cash" payment method.
5. Print the receipt and mark the reason for the write-off on the receipt (e.g., operational reasons).
6. Save the receipt for record-keeping purposes.
1. If the initial order was already paid by the customer, you need to find the transaction from the Transaction tab and proceed with the following steps:
a. Create a refund for the entire transaction amount. This is necessary to return the money to the customer.
b. If the original payment was made by card, ensure the refund is processed accordingly.
c. For the products that were sold (not part of the write-off), create a new transaction and ask the customer to pay for these products.
d. If the original payment was made in cash, after creating the new transaction, add a cash payment and return the amount that needs to be refunded for the items being written off.
1. Create a new shopping cart specifically for the products you need to write off.
2. Enter the products that require write-off in this shopping cart.
3. Select the customer as "WRITE OFF" to apply a 100% discount on all products.
4. Complete the transaction by selecting the payment method as Cash.
5. Print the receipt generated from this transaction and mark the reason for the write-off clearly on the receipt.
By following these steps, you can accurately write off products that have been prepared and sent out from the kitchen but cannot be sold for operational reasons. This process ensures proper inventory management and keeps track of the products deducted from the warehouse.
1.1. Log in to Markus BackOffice.
1.2. Navigate to the Price List section.
1.3. Create a new price list specifically for the purpose of applying a 100% discount to all products sold.
1.4. Assign a suitable name to the price list (e.g., "100% Discount Price List").
1.5. Set the price of all products to zero or create a discount rule that applies a 100% discount to each product in the price list.
1.6. Save the price list.
Step 2: Creating a Loyalty Program
2.1. In Markus BackOffice, find the Loyalty Program section.
2.2. Create a new loyalty program by providing a name and relevant details.
2.3. Configure the loyalty levels and benefit policies within the loyalty program.
Step 3: Configuring Loyalty Levels and Benefit Policy
3.1. Inside the loyalty program, click on the New Loyalty Program Level button.
3.2. Create loyalty levels according to your desired structure. Assign appropriate names and set point thresholds for each level.
3.3. Specify the benefits associated with each loyalty level, such as discounts, special offers, or rewards.
3.4. Connect the benefit policy you created in the next step to the corresponding loyalty level.
Step 4: Creating a Benefit Policy
4.1. Inside the loyalty program, click on the New Policy button.
4.2. Create a new benefit policy by providing a name and relevant details.
4.3. Connect the desired theatre with the price list (created in Step 1) to the benefit policy. This ensures that the 100% discount is applied to products for eligible loyalty program members.
4.4. Save the benefit policy.
Step 5: Adding the Loyalty Program to a Customer
5.1. Create a new customer account for "WRITE OFF."
5.2. In the Loyalty Membership section of the customer profile, add the loyalty program you created (Step 2) to the customer's membership by clicking on the Loyalty Program Membership button on the top bar menu.
5.3. Ensure that the loyalty program can only be used in Markus BackOffice by configuring the loyalty level settings accordingly.
5.4. Save the customer profile.
By following these steps, you will have successfully set up a price list with a 100% discount on all products sold and created a loyalty program with loyalty levels, benefit policies, and associated discounts. Additionally, you will have added the loyalty program to a specific customer account, enabling them to take advantage of the benefits and discounts offered through the loyalty program.