Click to view/hide picture.The Time Periods tab allows you to define the categories of sales information you wish to track in the DSR. At least one category must be entered for each time period used by your restaurant.
Compeat provides the ability to track up to six time periods in the general ledger through the DSR; you can name these time periods whatever you desire — for example, breakfast, lunch, happy hour, and dinner. For more information, see the POS Mapping Utility Time Period field.
Click to view/hide picture.
Periods are represented by radio buttons in the Periods region of the tab; use these to select a time period and view or edit its information.
Active If a time period is not applicable to your restaurant, select the radio button for that time period and uncheck the Active checkbox.
Description Enter a name for the selected time period. This name will replace the label text for the selected radio button under Periods.
Copy to Period After entering the information for a period, you can copy that information to another period by clicking this button. You will be able to select the target period; that is, the period that the information will be copied to.
Move Up, Move Down Once category information has been entered and the screen has been saved, you can change the order of the category items by clicking on a field to select it, then clicking an up or down arrow to move the field to the desired position.
Description of fields:
Category The item being tracked on the DSR. This field is required.
Account # The GL account to which this category will be posted. This field is required.
Posting Type The posting type for the item; can be one of the following:
Financial The dollar amount entered will be used to verify that the DSR balances financially.
Statistical Entries are summed and posted to the general ledger with an automatic offsetting entry to the statistical offset account. This type of account is often used for tracking items from the POS such as guest count, number of entrees sold, and other non-financial items.
This field is required.
Food or Alcohol Specify whether the item is food or alcohol for Sales Tax purposes. For items that are not food or alcohol (such as tobacco), select the option whose tax rate corresponds with the correct amount of tax to be collected. For example, assume a 4% tax is collected on both food and alcohol, and an additional 3.75% tax is collected on just alcohol. If the tax rate for tobacco is 7.75%, specify alcohol here; if the tax rate for tobacco is 4%, specify food here.
When Sales Taxes were defined, you presumably specified whether the calculation was based on food, alcohol, or both. Here you are specifying whether a sales amount from the POS is for food or alcohol. Compeat calculates taxes based on these sales amounts. It posts this calculated number, not the sales tax number entered in the POS system. If the collected and calculated sales tax amounts are not equal, Compeat automatically makes a balancing entry to the tax difference account (defined on the Sales Tax tab).
This field is optional. Typically this is only not specified for statistical data; usually all other sales are taxed.
Fee 1 Specify whether this item applies to fee 1. For information on defining fees, see Fees. This field is optional.
Fee 2 Specify whether this item applies to fee 2. This field is optional.
Fee 3 Specify whether this item applies to fee 3. This field is optional.
Min The minimum dollar amount that is allowed for this item. This field is optional. Use this field to set a reasonable limit, allowing the software to check for clerical errors.
Max The maximum dollar amount that is allowed for this item. This field is optional. Use this field to set a reasonable limit, allowing the software to check for clerical errors.
Sales Group Specify a sales group for the line item in order to get your DSR Register to show sales subtotals across all time periods by each group name. The DSR Register will also give a grand total of all your various group names added together (ungrouped line items are not included in this grand total). The drop-down list is defined under the Sales Groups screen.
Note: If you make any changes to the categories on any of the time period tabs (for example, add a new category, change the order of categories, or delete a category), the POS Mappings will also need to be updated. When you access the POS Mapping Utility, it will automatically prompt you that changes were made to the DSR Definitions, and will ask if you want it to make corresponding adjustments to the POS mappings.
