2013 Krewe Uniform Distribution Guide & Issuance Procedure

Transcription

1 I. Uniform Distribution Guide & Issuance Procedure II. Uniform Payment & Distribution Acknowledgement a. Uniform Release / Acknowledgement III. How to Key in a Uniform Invoice IV. How to Inventory Uniforms V. How to Process Payments through POSI

2 I. Uniform Distribution Guide & Issuance Procedure All Krewe Members are required to have the items necessary to complete their uniform. Please refer to your brand s current Uniform Update for uniform specifications. When a Krewe Member is hired or requests a uniform item, Managers: please fill out the Uniform Release/Acknowledgement form for the appropriate type of payment and distribution. Below are the distribution guides for HOH & FOH: Heart of House Krewe both brands: All HOH Krewe Members are required to purchase the items necessary to complete their uniform from Management. It must be validated that purchases will not drop the Krewe Member below minimum wage, no matter the form of payment. Use the Uniform Payment Calculation form to determine this. In the instance that the full cost of the uniform will bring the Krewe Member below minimum wage, the uniform cost should be broken down and accepted through installments. Forms of payment include: payroll deduction, cash, or debit/credit card. A copy of the Uniform Payment Calculation must be submitted with the payroll packet. Front of House Krewe: o Server, Busser, Bartender - Cheesecake Bistro brand ONLY: All uniform tops will be paid for by the store. Krewe Members will be issued 2 uniform tops upon hire.* o Server, Busser, Bartender Copeland s of New Orleans brand ONLY: Krewe Members are required to purchase the items necessary to complete their uniform and have them approved by Management. Some required uniform items will be issued by Management upon hire.* *During tenure, the Krewe Member agrees to maintain any issued uniform item with appropriate cleaning & care. Any exchange for new uniform items due to normal wear & tear, is up to the discretion of the General Manager. Krewe Members that want additional uniform pieces outside of the pieces issued, can purchase them through Management. Managers must verify that purchases do not take the Krewe Member below minimum wage by utilizing the Uniform Payment Calculation form. In the instance that it does, follow the same guide as HOH listed above. Any uniform item issued by Management should be returned upon resignation/termination. Uniform tops will no longer be embroidered with names. Only logo s and any brand specific titles. Krewe are required to wear nametags that will be given by Management upon hire. Lost/stolen uniform items are the responsibility of each Krewe Member.* o Host/Hostess both brands: Krewe Members are required to purchase the items necessary to complete their uniform and have them approved by Management. Krewe are also required to wear nametags that will be given by Management upon hire.

3 Uniform Release / Acknowledgement *Form to be completed by a Manager* Krewe Member s Name: Workgroup: Hire Date: Input items to be paid for in this box The above Krewe Member has received the following items: Qty. Style # Description Size Color Total Price Input issued items in this box Total amount to be paid $ Qty. Style # Description Size Color Total Price HOH: Total amount issued $ Use the Uniform Payment Calculation to determine if paying this cost in full will bring the Krewe Member below minimum wage. If the total will bring the Krewe Member below minimum wage, payment should be collected through installments. Paid in Full on with (circle): Cash Credit/Debit Payroll Deduction Installments Required: o 1 st Payment Amount: with (circle): Cash Credit/Debit Payroll Deduction Date: o 2 nd Payment Amount: with (circle): Cash Credit/Debit Payroll Deduction Date: FOH: Cheesecake Bistro: Specified FOH workgroups will be issued their uniform tops and are required to maintain those items throughout their tenure and return any issued item upon termination/resignation. If purchasing additional uniform pieces outside of the pieces issued, follow the above instructions for HOH. Copeland s of New Orleans: FOH workgroups will purchase a majority of their uniform pieces according to the current uniform specifications & have them approved by Management. Issued pieces should be noted in this form. Krewe Member s Signature Manager s Signature Date Date [Please keep a copy for the Krewe Member s file & submit a copy with your payroll packet]

4 I. How to Process Payments through POSI POSI and Compeat Accounting Procedure for Tracking Uniforms Uniforms will be rang into Posi, all Posi Buttons for uniform pieces can be found on the Employee Uniforms Screen. The uniforms will be non-taxable. Acceptable payment methods include payroll deduction, cash, or debit/credit card. Uniforms must be rang in by a Manager. At the end of each day, all uniform purchases run up in POSI should be accompanied by scanning in the employees information in the DSR (Krewe Name & Amount of Purchase). Please see the screen shots below. Login to Posi, press the Rest Liquor Screen; Press the Employee Uniform Button;

5 Select the items the employee would like to purchase. Take payment from the employee. The next morning in Compeat the Uniform sales will appear in Retail Sales on the DSR Screen and in the POSI Sales Journal. These sales will have to be reallocated to the Uniform account. You will need to remove the Sales from the Retail Sales on the Sales Tab of the DSR, and rekey them on the Additional Deposits Tab. Select Code 330, FOH Uniforms, Check the box Rung On POS, and key in the amount.

6 II. How to Key in a Uniform Invoice Apply Date key the current date (the date must be in the current period) Doc Type invoice Invoice Amt enter total amount due on invoice Vendor Code C0463 Or Vendor Name Custom Apparel Solutions, Inc Vendor Group NON FOOD Invoice # - enter invoice number on invoice Invoice Date enter date on invoice Due Date same as invoice date Item Description enter item Qty enter amount purchases Ext Price total dollar amount times tax o (example: $30.00 x 8.75% = $32.63) Continue with the next item When completed, make sure the bottom total matches the invoice amount at the top. Save

7 III. How to Inventory Uniforms Inventory Inventory Counts Counts Worksheet Count Type Valuation Counts Anticipated Posting Date choose the nearest Tuesday Location Uniforms Print

8 Double check your purchase unit cost. Count your inventory on hand and write the quantity in the Qty On Hand column. Valuation Count If you are keying your inventory on Wednesday, double check the Anticipated Posting Date is the day before. Click Ok

9 Click the + Location: Uniforms Key your quantity on hands from your inventory worksheet in the Inv. Unit Qty column.

10 Click Save Changes Click Pre-Post Post Type Valuation Counts Report Type Print by Inv Level Detail Initial View Expanded Inventory Levels Level 1 Uniforms Preview

11 Double check your quantities on hand, value and total dollar amount. When finished, you will be ready for posting. If you have any questions, please refer to the appropriate departments: POSI Problems Call Help Desk Compeat Daily Sales Report GL Department Compeat Invoicing/Inventory Danielle Cali, Compliance Manager