the Restaurant Manager s Handbook Brown

THIRD REVISED EDITION

Published By:GROUP, INC ATLANTIC PUBLISHING

DI RE CT ORY OF FO RM S & CH AR TS Here is a complete list of forms included in the Restaurant Manager’s Handbook. Click on the form you need and you’ll go directly to that page.

CHAPTER 1—SUCCESSFUL PRE-OPENING ACTIVITIES FOR A NEW RESTAURANT VENTURE Start-up Cost Worksheet........................................................................ 4

Furniture/Fixtures/Equipment Worksheet ................................................ 5 A List Of Necessary Miscellaneous Restaurant, Resort and Hotel Supplies ............ 6 Layout and Flowchart of a Typical Family-Type Restaurant ............................15 Layout and Flowchart of a Typical Occasional-Type Restaurant .................. 16 Layout for Receiving, Storage and Employee Dining Areas .......................... 17 CHAPTER 5—PROFITABLE MENU—PLANNING FOR MAXIMUM RESULTS Accuracy in Menu Checklist .................................. .............................. 18 ................................... Copyright Form TX ................................... Inventory Form .................................... ................................... Food Ordering Form ............................................................................

...... ...........

CHAPTER 6—SUCCESSFUL KITCHEN MANAGEMENT & CONTROL PROCEDURES—FOR MAXIMUM EFFICIENCY Detailed Layout of Dishroom Equipment .................................. ..............

22 24 25

Detailed Layout of Kitchen Equipment in a Family Restaurant .................... Perpetual Inventory Form ................................ .................................... Sign-Out Sheet .................................... ................................... ........... Preparation Form ............................... .................................... ...........

26 27 28 29 30

Minimum Amount Needed Form ............................................................ Yield Sheet ........................................................................................ Cashier’s Report Form ............................... ................................... Ticket Issuance Form .......................................................................... Cook’s Form ...................................................................................... Ticket Itemization Form .................................. .................................... Want Sheet ........................................................................................

31 32 33 34 35 36 37

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CHAPTER 7—THE ESSENTIALS OF FOOD SAFETY, HACCP & SANITATION PRACTICES Manager Self-Inspection Checklist ............................... 38 .........................

Temperature Log

.................................

....................................

...........

40

CHAPTER 8—SUCCESSFUL BAR MANAGEMENT & OPERATIONS Layout of a Typical Bar ........................................................................

Bar Recipe and Procedure Manual ............................... ......................... Bartender’s Report .............................................................................. Liquor Order Form .............................................................................. Liquor Inventory Form .............................. .................................... Liquor Used and Restocked Form ..........................................................

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41 42 43 44 45 46

CHAPTER 9—SUCCESSFUL WINE MANAGEMENT & OPERATIONS

Wine Inventory Form ......................................................................................47 Wine Order Form ............................................................................................48 CHAPTER 10—SUCCESSFUL MANAGEMENT OF OPERATIONAL COSTS & SUPPLIES Operational Inventory Form............................................................................49

Operational Order Form ................................................................................50 CHAPTER 13—SUCCESSFUL EMPLOYEE RELATIONS & LABOR COST CONTROLS

Employee Performance Evaluation Form

..................................

..............

51

CHAPTER 16—INTERNAL BOOKKEEPING—ACCOUNTING FOR SALES & COSTS—WHERE DID IT ALL GO? Daily Payroll Form..........................................................................................52

Daily Sales Report Form ................................................................................53 Labor Analysis Form ......................................................................................55 Wine Itemization Form ..................................................................................56 Food Itemization ............................................................................................57 Purchase Ledger ............................................................................................58 IRS Form 1244: Employee’s Daily Record of Tips and Report to Employer ......59 CHAPTER 17—SUCCESSFUL BUDGETING & PROFIT PLANNING— FOR MAXIMUM RESULTS

Depreciation Worksheet and Record ..............................................................64 Operational Budget ........................................................................................66 Sales Projection Form ....................................................................................68 Depreciation Worksheet ..................................................................................69 IRS Form 4562:0 Depreciation and Amortization ............................................70 CHAPTER 18—HOW TO PREPARE THE MONTHLY AUDIT & COST PROJECTIONS—PUTTING IT ALL TOGETHER Breakeven Analysis Graphic Representation ..................................................72

Breakeven Cost Analysis ................................................................................73 Materials Cost Projection Form ......................................................................74 Operational Supplies Cost Projection Form ....................................................75

W ORKSHEETS The following worksheets, provided courtesy of the Small Business Administration, will aid the restaurant manager greatly in estimating start-up costs and expenses.

HOW MUCH MONEY DO YOU NEED? To help you estimate the amount of financing you will need to get your venture off the ground, use the following chart. Keep in mind, however, that not every category applies to all businesses. Estimate monthly amount. Salary of Owner-Manager (if applicable) All Other Salaries and Wages Rent Advertising Delivery Expenses Supplies Telephone Utilities Insurance Taxes, Including Social Security Interest Maintenance (Facilities/Equipment) Legal and Other Professional Fees Dues/Subscriptions Leases (Equipment/Furniture/Etc.) Inventory Purchases Miscellaneous One-Time Start-Up Costs Fixtures/Equipment/Furniture Remodeling Installation of Fixtures/Equipment/Furniture Starting Inventory Deposits with Public Utilities Legal and Other Professional Fees Licenses and Permits Advertising and Promotion for Opening Accounts Receivable Cash Reserve/Operating Capital Other TOTAL—Your total amount will depend upon how many months of preparation you want to allow before actually beginning operations.

4

THE RESTAURANT MANAGER’S HANDBOOK

FURNITURE / FIXTURES / EQUIPMENT

If you are going to pay by installments, fill out the columns below. Enter in the last column your down payment plus at least one installment Estimate of the cash you need for

If you plan pay cash full, in enter the fullamount below &inthe lastcolumn

PRICE

DOWN PAYMENT

AMOUNT furniture, OF EACH fixtures & INSTALLMENT equipment

COUNTERS STORAGE SHELVES DISPLAY STANDS, SHELVES,TABLES CASH REGISTER SAFE WINDOW DISPLAY FIXTURES SPECIAL LIGHTING OUTSIDE SIGN DELIVERY EQUIPMENT IF NEEDED

TOTAL FURNITURE, FIXTURES & EQUIPMENT SUCCESSFUL PRE-OPENING ACTIVITIES FOR A NEW RESTAURANT VENTURE

5

NECESSARY MISCELLANEOUS RESTAURANT, RESORT & HOTEL SUPPLIES

A accounting & financial services advertising services, materials & electronic catalogs air cleaners/purifiers air conditioning & heating eqt. sales air curtains air pollution control systems air purification & dust collection eqt. air screens/air curtains for entranceways alcoholic beverages alligator/alligator meat aluminum foil animated displays antioxidants for fruits & vegetables antiques apparel appetizers appliances: food service machines aprons aquariums/lobster tanks architects/engineers art artificial flowers & plants ashtrays & stands associations, trade ATMs—automated teller machines attorney at law audiovisual eqt. & systems awards, plaques & certificates awnings, canopies & poles

B bacon badges/name badges 6

bags & covers: paper, plastic, cheesecloth & scented bags, cooking bags, food: paper & plastic bains marie baked goods: fresh & frozen breads, rolls, pastries, etc. bakers eqt. & supplies baking ingredients baking supplies balers balloons banners & flags banquet service eqt. bar codes/uniform product codes bar eqt. & supplies barbeque pits, machines, eqt. & supplies bars, liquor service bars, portable & folding bases & legs, tables & boothes baskets, bread & roll bathrobes & bathroom accessories bathroom accessories & eqt. bathroom eqt. & baby changing stations batter: doughnut, pancake & waffle beds: bedspreads & blankets beer & ale beer brewing eqt. beer service eqt. beverage service eqt. beverage/coffee servers beverages, concentrated fruit beverages, nonalcoholic beverages: beer/ale/wine beverages, carbonated & noncarbonated

beverages: liquors/liqueurs bibs, adult & child binders bins, ingredient bins, silverware bins, storage biscuits, fancy & soda blackboards blenders bookkeeping systems books, educational & technical books, reservation booths & chairs, tables, bases & legs bowls: mixing, salad & serving brass fittings & tubing bread & rolls bread specialties bread sticks breading machines breadings & batters: seafood & poultry brochures & postcards broilers, electric & gas broilers, infrared broilers, charcoal & conveyor broilers, charcoal, electric & gas brooms brushes, cleaning buffalo products buffet products: chafers, fuel, etc. buildings, modular bulletin boards bulletin boards: changeable letters butchers eqt. & supplies butter, margarine & cooking oils

C cabinets: food warming & conveying


cabinets: miscellaneous cafeteria eqt. cakes & cake decorations; cookies & pastries can openers: electric & hand-operated candelabra & candle holders candies, chocolates

ceramics cereals, ready-to-serve & uncooked chafing dishes chairs, folding or stacking chairs, infant chairs, restaurant chairs, upholstered check recovery services

coffee mills coffee urns & makers coin sorters & handling eqt. cold plates communication systems, services & eqt. compactors, waste computer aided design (cad) systems

& confectioneries candle light, nonflammable candle warmers for food & beverages candles & tapers canned foods: fish, fruits & vegetables, meat & poultry canopies canopies: ventilation cappuccino coffee eqt. carbon dioxide carbonators

cheese cheese, grated children’s premiums & party supplies children’s rides & amusements chillers china, table chinese foods chocolate choppers: electric for food & meat chopping blocks cigars, cigarettes, tobacco products: display & storage systems citrus products/citrus syrups cleaners for grills, griddles, pans, etc. cleaners, hand cleaners, multipurpose cleaners, ovens cleaners, rug & upholstery cleaners, window cleaning eqt., materials, services & supplies cleaning systems, pressurized cleaning: exhaust maintenance clocks, electric coasters, beverage coat & hat checking eqt. cocktail mixes cocktail stirrers cocoa coffee

computer furniture computer software: accounting, administrative, hospitality, etc. computer software: hospitality & cost control computer supplies computerized food service systems computerized restaurant management systems computerized systems, wireless computers/internet concession eqt. & supplies condiments & condiment holders confectionery & chocolate products connectors: gas/water/steam construction: materials/renovation consulting services containers, food containers, microwave containers, ovenable paperboard containers: aluminum, plastic & glass conveyors & subveyors conveyors, belt cookies cooking computers or timers cooking eqt., electric & gas cooking eqt., induction cooking eqt., outdoor

carbonic gas/bulk co2 carpet sweepers carpets & rugs carriers, food & beverage insulated carts, espresso & coffee carts, food-service carts, hospital food-service carts, transport carts, storage & serving cash register supplies: tape, ribbon, etc. cash registers & control systems casters catalogues & directories catering supplies & banquet service eqt. catering trucks/delivery trucks caviar ceilings: acoustical, tin, wood, etc. ceramic dinnerware

coffee-brewers, glass & filters

SUCCESSFUL PRE-OPENING ACTIVITIES FOR A NEW RESTAURANT VENTURE

7

cooking heat/warmers cooking wines & marinades cookware, induction cookware: pots, pans & microwave coolers, beverage copperware costumes cotton candy

dessert products dicers, hand-operated dicers, vegetablecutting, power dietetic foods dinnerware, heat resistant, glass dinnerware, metal dinnerware: china, stainless steel,

display cases display cases, heated display cases, refrigerated distributor, food & beverage distributor, food eqt. doilies: paper or plastic doors: cold storage & freezer

machines counters & tabletops counters, cafeteria covers, rack crackers creamers credit cards: card processing/ authorization crepe-making machines croutons crushers, can & bottle, electric cups: disposable, portion, thermal, etc. custom-built kitchen eqt. cutlery: chef’s eqt. & supplies cutlery, disposable cutlery, silver-plated & stainless steel cutters, food cutting boards

plastic or disposable disco equipment dishtables dishwashers/ware: washer eqt. & supplies dishwashing compounds disinfectants & cleaning supplies dispensers for concentrates dispensers, carbonated beverage dispensers, condiment dispensers: controls

doors: hinged, revolving & swinging dough dividers/rounders dough: prepared, frozen & canned doughnut machines doughnut mix drain cleaners/line maintenance draperies, curtains & hangings draperies, stage drapery & curtain hardware

& timers cup dispensers, dispensers, custom dispensers, french fries dispensers, glove dispensers, ice dispensers, ice cream dispensers: liquor, beer & wine dispensers, malted milk dispensers, napkins dispensers, noncarbonated beverage dispensers, dispensers, salad dressing

dressings, salad drive-thru service eqt. drug testing dry grocery items: staples dry ice dryers, clothes dryers, dish/tray

dispensers: self-leveling for dishes & trays dispensers, snack dispensers, soap & detergent dispensers, straw dispensers, toilet paper dispensers, water— hot and/or cold dispensers, whipped cream dispensers, wine dispensers: liquids, beverages, cream/milk, syrup & dressings

electric utility services/ energy conservation electronic data capture electronic funds transfer embroidered apparel employee benefit services employee scheduling & services employment agencies, services & leasing enclosures, patio & pool

D dairy substitutes dance floors, portable data processing eqt., services & supplies decaffeinated beverages decor & display materials decorations: holiday, party favors, balloons, etc. degreasers & non-slip treatment products deli products deodorizers designers/decorators 8

E eggs/egg products/ egg substitutes/ boilers & timers

energy conservation eqt.


energy cost analysts entertainment, sportsthemed entertainment/ entertainment systems entrees, fresh & frozen environmental products equipment, cook/chill

fabrication, wood fabrics fabrics, fire resistant fans, electric & ventilating fats & oils, cooking fats & oils: eqt. Systems & supplies faucets filters, air-conditioning

equipment, dish handling equipment, drain cleaning equipment, exercise equipment, food forming equipment, front office equipment, heating— boilers, furnaces, radiators, etc. equipment, hot-chocolate making equipment, leasing equipment, marinade equipment: preventive maintenance programs equipment: repairs/parts/ installation equipment, rug cleaning equipment, sales & service equipment, under-bar equipment, upholstery cleaning & shampooing espresso coffee & coffee eqt. ethnic foods executive recruiters, hospitality industry exhaust fans exhaust maintenance cleaning extractors, fruit juice extracts, flavoring

filters: coffee makers filters, cooking oil filters, exhaust systems filters, grease extracting filters, water financial services/ financial consultants financial: tax & legal planning fire alarm systems fire protection systems: extinguishers/ suppression/sales/service first-aid eqt. & supplies fish: canned, fresh, frozen, pre-portioned & smoked flagpoles, flags & accessories flatware carts & trays for storage & dispensing flatware, disposable flatware: recovery machines flatware: silver/gold

F fabrication, stainless steel

plated, stainless & disposable floor cleaning & maintenance eqt. floor drain treatment flooring tile: vitrified or ceramic flooring: floor treatments, non-slip preparations & coating flour & flour sifters flowers, foliage & plants food containers: aluminum, plastic

& glass food covers food, dehydrated food delivery & catering eqt. food eqt.: Service & parts food: frozen— cooked/precooked food photography food portioning eqt. food processors: grinders & slicers, electric & manual food products: deli/ethnic, import/export food products: prepared, canned or frozen food reproduction & replication/props food safety training food thawing device food waste disposers food, processed footwear forms: guest checks & business forms fountain syrups & flavors fountains, beverage fountains, ornamental & display franchise consultants freezers/refrigeration eqt.: service & parts freezers, portable frequent dining programs/clubs frozen breakfast food frozen cocktail machines frozen food reconstitutor fruit juices: canned, concentrated, fresh & frozen fruit syrups fruits & vegetables: candied, brandied & pickled fruits & vegetables: canned, fresh & frozen


9

fryers, convection fryers, deep fat & pressure fryers, oil-less fuel: synthetic/alternative furniture design furniture, health care furniture: fiberglass, metal, plastic, upholstered & wood

guest questionnaires, comment cards & boxes guest services HAACP training hair dryers hand dryers hand trucks handicapped: aids & accessories

furniture: garden, lawn, patio & casual furniture, portable/folding

hangers, clothes health foods healthcare products & eqt. heat lamps heaters, water heaters, patio & outdoor/indoor herbs high chairs holloware: plated, silver plated & stainless steel hoods

G/H games garbage can liners garbage containers: metal, plastic or concrete; waste receptacles & compactors gas, propane gas: service/supplier & natural gelatin gelato gift basket packaging glass replacement service glass washers glass, beveled & tempered glass, decorative glassware chiller & frosterservice glassware, glazes gloves: cloth or synthetic gourmet foods gravy mix or base grease exhaust systems: cleaning & maintenance grease traps: cleaning, maintenance, elimina tion & analysis griddles & grills groceries guest checks 10

hors d’oeuvres hoses: flexible gas connectors hot chocolate mix hot dog grills/cookers hot food tables hot plates, electric & gas hotel & restaurant supplies hotel amenities hotel eqt. & supplies hotel/motel management hotel/motel planning & development hotel/motel supplies

I/J ice bins, buckets, carts & containers ice cream ice cream cabinets ice cream dishes ice cream freezers ice cream makers & soft serve machines ice cream, toppings, syrups & cones

ice crushers, cubers & shavers ice machine repairs, service & maintenance ice makers, bins, dispensers, crushers & cubers ice transport systems Ice: ice eqt. & supplies incentive programs information service infrared ovens, ranges & broilers insect traps insecticides inserts, steam table insulation materials: hot & cold insurance interior decor/ interior design international marketer/distributor: food eqt. inventory control eqt. inventory systems: eqt. & supplies investigative services janitorial: cleaning/sanitizing janitorial supplies japanese foods juice fountains juicers/extractors

K/L kettles, steam key & lock systems key tags kitchen accessories kitchen fabrication kitchen layout & design knife sharpeners kosher food/products ladles laminated plastic for counters, etc. laminating services & products lamps: floor, table,


electric, battery, candle, infrared & oil lampshades laundry eqt. & supplies laundry machinery lawn care services led message displays legal services legumes lighting fixtures

portioned & processed menu accessories menu covers & holders menu display menu planning & development menu price changers menus, menu boards & menu card systems

nutrition services & information nuts: specialty nut meats

lighting systems, emergency lighting, fluorescent & neon lights: flood, spot, etc. linen products linen products, rental liquor substitutes liquor supplies & liqueurs lobster lobster tanks lockers locks

mesquite wood metal polish metal work: kitchen eqt. mexican foods microwave accessories microwave food microwave ovens & cookware mini bars mints: hospitality & printed mirrors, murals & wall decorations

onion rings onions, dehydrated ordering systems organizers: calendars, notebooks & seating charts ovens & ranges: cooking eqt., parts & service ovens, baking & roasting ovens, brick ovens, combination convection/steam ovens: convection, conveyor, infrared,

mixers, drink mixers, food—electric mixes, cocktail mixes, food mixes: prepared flour/dough mobile restaurants money counters mops & mopping eqt. motivational incentives, employee contests & games muffin depositor murals & wall decorations mushrooms music & sound systems music licensing: organizations & copyright law music systems music videos musical instruments name badges/tags napkin rings napkins, disposable napkins, fabric

low temperature, microwave, quartz, vapor & wood burning ovenware: china or glass

M/N machines, soft ice cream & milk shake magazines & newspapers management services management systems marinades markers, chalks & crayons marketing materials & services marketing research marketing: promotional items & public relations matches/matchbooks mats, floor mats, rubber & composition mattresses & bedsprings mayonnaise meat analogs meat cookers meatball machines meats: fresh, frozen, canned, pre-

nondairy creamers

O office machines office supplies oils, cooking—fats & oils olives on-line services

P/Q packaging & wrap: foil, plastic & paper packaging materials: wrapping packaging, take-out paging systems & employee call systems paint markers or strippers pan liners & coatings paneling & partitions, acoustical paper goods & disposable tabletop items parking lot maintenance partitions or walls, movable pasta cookers pasta making eqt./machines pasta: fresh, frozen, flavored, homemade & processed


11

pastry products pates payroll companies payroll processing services peanut butter pepper mills personnel services: recruitment, leasing & consultants pest control services & products photographic services & eqt. pickles & pickled products pie fillings pie making machines pies, baked & frozen pillows pitchers pizza eqt. & supplies pizza products place mats

pre-portioned foods: jam, cheese, salt, pepper, etc. pre-portioned meat, fish & poultry pre-washing machines premiums & incentives pressure cookers pressure fryers pretzels printing & design printing forms, notices, etc. produce: fruits & vegetables property management systems prosciutto public address systems public cold storage pushcarts quality control

relishes, chutneys, etc. rendering services rental: supplies & eqt. rentals & leasing: cars & trucks rentals & leasing party supplies reservation services responsible vendor training restaurant consultants restaurant eqt. & supplies restoration rice/rice products room service products rotisseries

plants, flowers & greenery plastic signs plasticware, disposable & nondisposable plasticware, disposable, molded plates, disposable platforms & risers, portable platters playground equipment plumbing fixtures & eqt. point-of-sale eqt., materials & supplies

racks, coat & hat R racks, dish & glass racks, dishwashing racks, drying racks, luggage racks, shelving & storage railings: brass, chrome, stainless steel, wood, etc. ramekins ranges, electric & gas real estate: analysis, brokerage

salad salad dryers oils salads & salad bars: eqt. & supplies sandwich & salad units, refrigerated sandwiches sanitation eqt. & supplies sauces & sauce bases saunas sausage saws, meat cutting— power

polishes & waxes, floor popcorn equipment portable toilets & sanitation posters & poster systems pot & pan washing eqt. potato products potatoes, processed pots & pans poultry information poultry: fresh, frozen, canned & pre-portioned powders, fry-kettle precooked frozen food

& financing recipe card indexers recipes: new ideas recycling containers, eqt. & services refinishing services: tableware refrigeration eqt.: display refrigeration eqt.: reach-in refrigeration eqt.: repair & service refrigeration eqt.:

scales, food schools & educational services scouring pads seafood & seafood products seafood steaming eqt. seasonings & spices seating systems: charts & wait lists seating, auditorium & theater seating, food court secret shopper service

walk-ins 12

S safes & vaults safety products salad dressings

security eqt. systems


& services septic tank cleaning, repairs & maintenance serving dishes sharpening services: knives & eqt. sheets & pillow cases shelf liners shellfish tools/mesh steaming bags shelving, plastic shelving, steel & wood shopping service/ mystery shopper shortening shower curtains signs, changeable letter signs, electrical & electronic signs, painted signs, tabletop signs, wooden signs: engraved, led,

to-serve soups, frozen soups & soup bases souvenirs, novelties & party favors specialty foods stages, mobile & folding; dance floors stainless steel stanchions & decorative rope staples starch, cooking steam cleaning services steam cookers steam tables sterilizers stirrers: wood or plastic straws, sipping strip doors sugar & sugar products supplies: electronic

& neon silver burnishers, cleaners & compounds silver plating sinks, kitchen sinks, under-bar slicers, food— electric slicers, mechanical/ hand-operated slush machines smoked meats & sausage: manufacturer

machines—paper, rolls & ribbon sweetening products swimming pool eqt. syrups & toppings systems, intercom

table covers, disposable table padding table toys & table games table: skirting, linens, napkins, etc.

tea making & dispensing eqt. tea & iced tea technical research telecommunication services telephone pay telephone systems, sales & service television, closed circuit television, satellite tenderizers tents & canopies testing & evaluation services: safety & sanitation textured vegetable protein product theme party supplies thermo delivery pouches thermometers thermoware tiling tilting skillets time keeping eqt. & supplies time recorders tissues, disposable toasters, automatic— gas or electric tobacco products toilet paper toilet seat covers tomato products tools: garnishing, ice carving, etc.

snack bar units snack foods: candies, chips & nuts sneeze guards soap, toilet & bath soaps: detergents & cleaning compounds soda fountain supplies soda fountains & eqt. soft serve eqt. & products sorbet sound systems soups: condensed,

tables, bakers’ tables, banquet room & folding tables & counters, restaurant tables, kitchen tables, outdoor tables, pedestal tables, room service tables: hot/cold food; serving & folding tableware, disposable takeout service/ delivery service

toothpicks & party picks toppings tortilla press tortilla products touch screens towels: cotton or linen towels, paper trade publications training films & filmstrips training materials tray covers

T

dehydrated & readySUCCESSFUL PRE-OPENING ACTIVITIES FOR A NEW RESTAURANT VENTURE

13

tray stands tray washers trays, baking trays, foam trays, paper trays, plastic trays, restaurant trays: storage, serving & display trucks for folding tables, chairs & mattresses trucks, baggage trucks, delivery trucks, dish & food trucks, laundry & linen supply trucks, maid

U/V umbrellas, aluminum outdoor uniform emblems: imprinted or embroidered uniforms: clothing uniforms: hats & caps uniforms: protective apparel upholstery cleaners utensils, cooking/kitchen utility, analysis, control & distributions vacuum cleaner vacuum-packed/vacuumsealed bags & pouches vegetable cutters & peelers vegetable juice vehicles, maintenance vehicles, personnel vending machines vending products vending vehicles ventilating systems, kitchen ventilators & ventilating eqt. vinegars visitor guides,

guides & maps

W waffle irons & cone makers waffles wait staff call system walk-in coolers & freezers— wall covering wall panels, tile, wallboard, etc. wall cleaners & maintenance walls, movable warehousing warmers, beverage warmers, dish/plate warmers, food warmers, fudge— electric wash cloths waste disposal systems

wine consultants & distributors wine service eqt. wines wipes wire accessories woks, electric & nonelectric woodenware, bowls & kitchen utensils work tables, kitchen wraps: lemon, stem, etc.

Y yogurt eqt. yogurt: frozen, fresh & soft-serve

waste grease collection waste reduction eqt. & services waste reduction/ waste disposal wastebaskets & receptacles water conditioner & softener eqt. & supplies water machines: heating & cooling water purification/ filtration water vacuums/brooms water, bottled water, mineral water & water dispensers whipping eqt.: cream, sour cream & toppings whipping eqt.: accessories wholesale club windows wine accessories wine cellers

in-room guides, travel 14


LAYOUT AND FLOWCHART OF A TYPICAL FAMILY-TYPE RESTAURANT Employee & Receiving Entrance 4 Customer Entrance

16

3

2

18

17

13

5

15

7 10 9

1

to #'s 6, 8 or 9

14

6 8

13 12 16

11

Customer Entrance S TO RAG E FAC I L I T Y

1. 2. 3. 4. 5. 6. 7.

Storeroom Dairy and vegetable walk-in cooler Meat walk-in cooler Walk-in freezer Combination meat and vegetable preparation, salad preparation and pot and pan washing area Meat and vegetable cooking area Dish room

P RO D U C T I O N FAC I L I T Y

8. 9. 10. 11. 12. 13. 14. 15.

Dining room counter Dining room Takeout area Waiters' station Cashier Customer lounge (t wo) Men's restroom Women's re stroom

OT H ER FAC I L I T I E S

16. Customer entry and exit (two) 17. Manager's office 18. Employee lockers, equipment room and miscellaneous storage located in basement


15

LAYOUT AND FLOWCHART OF A TYPICAL OCCASIONAL-TYPE RESTAURANT

Employee & Receiving Entrance

1

2 3

13

12

4

5

6 to #'s 7, 8 or 9

8

7

9

14 15

21 Customer Entrance

10

17

18

22 20 11 16 Fire Exit 19

Fire Exit

S TO R AGE FAC I L I T Y

1. 2. 3. 4. 5. 6. 7. 8.

16

Liquor storage Storeroom Dairy and vegetable walk-in cooler Meat walk-in cooler Walk-in f reezer Meat and vegetable preparation Meat and vegetable cooking Pot and pan washing

Fire Exit

P RO D U C T I O N FAC I L I T Y

9. 10. 11. 12. 13. 14. 15.

Salad preparation Checker/cashier's station Dining room Dish room Employee dining Janitor's closet Chef's office

OT HER FAC I L I T I ES

16. 17. 18. 19. 20. 21. 22.

Waiters' station Women's re stroom Men's restroom Cocktail lounge Customer lounge Checkroom Reservation station


LAYOUT FOR RECEIVING, STORAGE AND EMPLOYEE DINING AREAS

1 2

3 7

5

8

4

13

11

14

6 12 9 15

16

10 16, 17 18 19

1.

Receiving desk

2. 3. 4. 5. 6. 7.

Dock bumper Trash storage Storeroom Liquor st orage Shelving (eleven) Platform scale

8.

Reach-through uni form lockers 9. Order desk 10. Wall telephone 11. Dairy and veg etable walk-in cooler 12. Mobile racks (fourteen)


13. Meat walk-in cooler 14. Walk-in freezer 15. Exterior temperature gauges (three) 16. Time clock 17. Time card racks (two) 18. Bulletin board 19. Employee dini ng

17

ACCURACY IN MENU CHECKLIST Determine the accuracy of your own menu by using this checklist and answering the sample questions.

QUANTITY REPRESENTATION

YES

NO

——

——

1. When merchandising steaks by weight, do I use the generally accepted practice of referring to the steak’s weight prior to cooking?

——

——

2. Are my double martinis really twice the size of a single drink?

——

——

3. Are my breaded shrimp at least 50% shrimp, as government regulations require?

——

——

4. Is my “3-egg omelette” really made with three eggs?

——

——

5. Are my “jumbo” eggs really “jumbo,” the nationally re cognized egg size, or are they actually “large?”

——

——

6. When I say “choice sirloin of beef” do I really refer to “USDA Choice

——

——

——

——

8. Do I realize that “ground beef” is just what the name implies—ground beef with no extra fat (the fat limit is 30%), water, extenders or binders?

——

——

9. Do I understand that terms like “Prime,” “Grade A,” “Good,” “No. 1,” “Choice,” “Fancy,” “Grade AA” and “Extra Standard” are all descriptions of grades as set by federal and state standards?

Grade Sirloin of Beef,” as I’ve implied? 7. Do I realize that it’s OK to use the words ”prime rib” to describe a cut of beef (i.e., the “primal” ribs: 6th to 12th ribs), but when I combine this term with “USDA” (USDA Prime Ribs), I’m implying a grade of beef, not a cut of beef?

PRICE REPRESENTATION ——

——

10. If my pricing structure includes a cover charge, service charge or gratuity, have I brought these items to my customers’ attention?

——

——

11. Do I clearly define any restrictions regarding the use of coupons or premium promotions?

——

——

12. If extra charges are made for special requests like “all white meat” or “no-ice drinks,” are these charges clearly stated at time of ordering?

18


REPRESENTATION OF BRAND NAMES

YES

NO

——

——

13. Are my house brands really manufactured to my own specifications, even if they are prepared off premises?

——

——

14. Am I careful when advertising brand names that the brand advertised is always the brand sold?

——

——

15. When substitutions are necessary for whatever reason (non-delivery, availability, price, etc.), do I realize these subst itutions must be reflected on my menu? Some such substitutions: • • • • • •

Maple syrup and maple-flavored syrup Baked ham and boiled ham Chopped veal cutlets and shaped veal patties Ice milk and ice cream Fresh eggs and powdered eggs Picnic-style pork shoulder and ham

•• • • • • • • • • • • •

Milk Pure and jamsskim and milk pectin jams Whipped cream and whipped topping Turkey and chicken Hereford beef and Black Angus beef Peanut oil and corn oil Beef liver and calf’s liver Cream and ha lf-and-half Cream and nondairy creamer Butter and margarine Ground beef and ground sirloin of beef Capon and chicken Standard ice cream and French-style ice cream

•• • • • • • • • • •

Cod and haddock Noodles and egg noodles White-meat tuna and light-meat tuna Haddock and pollack Flounder and sole Cheese food and processed cheese Cream sauce and nondairy cream sauce Bonita and tuna fish Roquefort cheese and blue cheese Tenderloin tips and diced beef Mayonnaise and salad dressing

PROFITABLE MENU PLANNING — FOR MAXIMUM RESULTS

19

POINTS OF ORIGIN

YES

NO

——

——

16. Can I back up the following descriptions with package labels, invoices or other supplier-produced documentation to prove point of srcin? • Lake SuperiorWhitefish • Idaho Potatoes • MaineLobster • ImportedSwissCheese • Puget Sound Sockeye Salmon • GulfShrimp • SmithfieldHam

——

——

17. Do I realize that it is all right to use the following terminology in the generic sense to describe a method of preparation or service? • New England Clam Chowder • Russian Dressing •I rishStew •C ountryHam • FrenchFries • DanishPastries • RussianService • EnglishMuffins • SwissCheese • FrenchToast • Country Fried Steak • Denver Sandwich •F renchDip • SwissSteak •• German Potato Manhattan ClamSalad Chowder

——

——

• Bay Scallops • FloridaOrangeJuice • WisconsinCheese

•• French FloridaService Fresh Juice

18. Do I use the term “fresh juice” only for a juice without additives and prepared from the srcinal fruit within 12 hours of sale?

MERCHANDISING TERMS

——

——

19. Instead of using the term “homemade,” do I use more accurate terminology, like “home-style,” “homemade-style,” “made on the premises” or “our own?”

——

——

20. If I use any of the following terms, am I sure I can substantiate them? • • • • •

Fresh Daily • Corn-Fed Porkers Flown In Daily • Finest Quality Center-Cut Ham • Black Angus Beef Aged Steaks • Low Calorie Slept in Chesapeake Bay

• Fresh-Roasted • Kosher Meat • Own Special Sauce •M ilk-Fed Chicken

MEANS OF PRESERVATION

——

——

21. Am I careful not to misrepresent canned orange juice as frozen or canned applesauce as homemade?

——

——

22. Do I use food preserved by the commonly accepted means: canned, chilled, bottled, frozen and dehydrated?

20


YES

NO

——

——

23. Am I always absolutely accurate in the terminology used to describe the method by which the food is prepared? Some preparation methods: • Charcoal-Broiled •B arbecued •B roiled • Fried in Butter

• Deep Fried • Sauteed •B aked • Smoked •R oasted • Poached • Prepared from Scratch

VERBAL AND VISUAL REPRESENTATION

——

——

24. Do my menus, wall placard or other advertising materials containing pictorial representations always portray the actual product with true accuracy?

——

——

25. For instance, am I careful not to: A.

Use mushroom pieces in a sauce when the picture depicts mushroom caps?

B.

Use sliced strawberries on a shortcake when the picture depicts whole strawberries?

C.

Use four shrimps when the picture shows five?

D.

Use a plain bun when the photo depicts a sesame-topped bun?

E.

Let my waiter/waitress offer “butter or sour cream” when, in actuality, I’m using imitation sour cream or margarine?

F.

Let my waiter/waitress tell a customer, “The pies are baked in our own kitchen,” when in fact they purchased prebaked, institutional pies? DIETARY OR NUTRITIONAL CLAIMS

——

——

26. Am I sure I never risk the public’s health by misrepresenting the dietary or nutritional content of a food?

——

——

27. Do “salt-free” and “sugar-free” mean just that?

——

——

28. Can I substantiate with specific data any special nutrition claims or claims of “low calories?”

NOTE: If you cannot answer “yes” to all these questions, it is time to revise your menu to avoid misrepresentations and potential customer misconceptions about your food.


21

22



23

INVENTORY FORM IT EM

SI ZE

DAT E

TOTA L

COST

TOTAL

24


EX TEN SIO N

FOOD ORDERING FORM ITEM

BUILD TO AMT.


ON HAND

25

DETAILED LAYOUT OF DISHROOM EQUIPMENT

1

15 2

7

3

6 8 9

14

5 4

13

10

11

12 13

26

1. 2. 3.

Silver burnisher Linen hamper Tray rail

6.

4. 5.

Soiled-dish ta ble Glass rack overshelf

8. 9.

7.

Disposal (3 h.p. hammermill type) and scrap chute Silverware chute

10. Dish-rack conveyor 11. Dish machine 12. Clean-dish table

Silverware soak tank Prerinse sink with flexible spray arm

13. Overshelves (two) 14. Dish-rack dollies (five) 15. Storage cabinet


DETAILED LAYOUT OF KITCHEN EQUIPMENT IN A FAMILY RESTAURANT

8

5

37

3

6

7

4

1 12

1

9

2

10

11

16

14

36

2

35

45

13

15

1

17

20 19

44

21

24

22 34 43

26 2 42

23

18 27 25

28

29

33 32

30

1 38

41

1. 2. 3.

4. 5. 6. 7. 8. 9. 10. 11. 12. 13.

40

39

Knife wells (five) Composition cutting boards (three) Stainless-steel combination pot and pan washing table with threecompartment sink and meat and vegetable drawers (two) Disposal (3 h.p. hammermill type) Recirculating centrifugal pump Flexible spray rinse arm

14. 15. 16. 17. 18. 19. 20. 21.

Can opener Slicer Closed-top range Exhaust canopy Wooden cutting board Microwave oven Deep fat fryers (four) Griddle

Overhead pot rack Single-compartment sink Stainless-steel salad preparation work table with undershelf 12-quart mixer on mobile stand Portion scale Reach-in refrigerator Stainless-steel meat and vegetable preparation worktable with anglecompartment sink, drawers (two), overshelf and undershelf.

22. Open-top broiler 23. Base cabinet refrigerator with overshelf 24. Steamer 25. Base cabinet refrigerator 26. Cold food wells (eight) 27. Sandwich grill 28. Hot food wells (four) and undercounter dish storage. 29. Open-top burners (two)

30. 31. 32. 33. 34. 35. 36. 37.

Wooden cutting board Griddle Base cabinet refrigerator Waffle grill Pass-through window Trash can Wash basin Ice machine

38. 39. 40. 41. 42.

Heat lamps (two) Waitstaff pickup counter Soup wells (two) Soup bowl lowerators Reach-in refrigerator, slidingdoor type 43. Customer takeout back counter 44. Fountain 45. Milkshake machine

SUCCESSFUL KITCHEN MANAGEMENT & CONTROL PROCEDURES—FOR MAXIMUM EFFICIENCY

27

PERPETUAL INVENTORY FORM 1 1 3 0 3 9 2 8 2 7 2 6 2 5 2 4 2 3 2 2 2 1 2 0 2 9 1 8 1 7 1 6 1 5 1 4 1 3 1 2 1 1 1 0 1

9 8 7 6 5 4 3 2 1

+ -

=

+ -

=

+ -

=

+ -

=

+ -

=

+ -

=

+ -

=

+ -

M E T I

28


=

+ -

=

SIGN-OUT SHEET

ITEM

DATE

AMOUNT/WT.

EMPLOYEE


29

PREPARATION FORM

ITEM

30

MINIMUM AMOUNT

AMOUNT BEGINNING AMOUNT STARTING DEF./ORD. AMOUNT PREPPED TOTAL


MINIMUM AMOUNT NEEDED FORM

ITEM

MON

TUE

W ED

THU

FRI

SAT


SUN

31

YIELD SHEET

ITEM

32

STARTING WEIGHT (OZ.)

# OF PORTIONS

TOTAL PORTION WEIGHT (OZ.)

YIELD %


PREP. COOK

CASHIER’S REPORT FORM Prepared By: Date:

Day:

Shift: BARREGISTER Day

1

Night

SERVICEREGISTER Day

TOTAL

Night

All Shifts

BANK DEPOSIT Part 1

2

Currency

3

Silver

4 5

SUB TOTAL

6

CREDIT CARDS:

Checks

7

MasterCard/Visa

8

American Express

9 10

Diners Club Other

11 OTHER RECEIPTS: 12 TOTAL BANK DEPOSIT 13

CASH SU MMARYPart

14 15

Sales per Register Sales Tax per Register

1I

16 ADJUSTMENTS: 17 Over/Under Rings 18

Other: Complimentaries 19 Other 20 TOTAL A DJUSTMENTS 21 Sales to Be Accounted For

22

Sales Tax to Be Acctd. For

23

Accounts Collected

24 25

Other Receipts:

26 27 TIPS CHARGED: 28 MasterCard/Visa 29 30

American Express

31

Other

32

House Accounts-Tips

Diners Club

33 TOTAL RECEIPTS 34 DEDUCT: PAID OUTS 35 Tips Paid Out 36

House Charges

37

Total Deductions

38 NET CASH RECEIPTS 39 BANK DEPOSIT(Line 12) 40 OVER or SHORT SUCCESSFUL KITCHEN MANAGEMENT & CONTROL PROCEDURES—FOR MAXIMUM EFFICIENCY

33

TICKET ISSUANCE FORM

WAITPERSON

TOT #

# THRU

INITIALS

TOTAL 34


RETURN # VERIFIED

COOK’S FORM ITEM

START

ADDITIONS

STARTING BALANCE

BALANCE ENDING

# SOLD

TOTAL SUCCESSFUL KITCHEN MANAGEMENT & CONTROL PROCEDURES—FOR MAXIMUM EFFICIENCY

35

TICKET ITEMIZATION FORM

ITEM

USE A MARK TO DESIGNATE ONE SOLD

TOTAL 36


TOTAL SOLD

WANT SHEET

ITEM

EMPLOYEE

APPROVED ORDERED ON

RECEIVED


37

Hazard Analysis Critical Control Points

MANAGER SELF-INSPECTION CHECKLIST DATE ____________ OBSERVER ______________________________________ PERSONAL DRESS AND HYGIENE Employees wear proper uniform including proper shoes. ❑ YES ❑ NO Corrective Action ____________ Hair restraint is worn. ❑ YES

❑ NO Corrective Action ____________ Fingernails are short, unpolished and clean. ❑ YES ❑ NO Corrective Action ____________

Jewelry is limited to watch, simple earrings and plain ring. ❑ YES ❑ NO Corrective Action ____________

REFRIGERATOR, FREEZER AND MILK COOLER Thermometer is conspicuous and accurate. ❑ YES ❑ NO Corrective Action ____________ Temperature is accurate forAction piece of equipment. ❑ YES ❑ NO Corrective ____________ Food is stored 6 inches off floor in walk-ins. ❑ YES ❑ NO Corrective Action ____________ Unit is clean. ❑ YES ❑ NO Corrective Action ____________

Hands are washed or gloves are changed at critical points. Proper chilling procedures have been practiced. ❑ YES ❑ NO Corrective Action ____________ ❑ YES ❑ NO Corrective Action ____________ Open sores, cuts, splints or bandages on hands are comAll food is properly wrapped, labeled and dated. pletely covered while handling food. ❑ YES ❑ NO Corrective Action ____________ ❑ YES ❑ NO Corrective Action ____________ FIFO (First In, First Out) inventory is being practiced. Hands are washed thoroughly using proper hand-washing ❑ YES ❑ NO Corrective Action ____________ techniques at critical points. ❑ YES ❑ NO Corrective Action ____________ Smoking is observed only in designated areas away from preparation, service, storage and warewashing areas. ❑ YES ❑ NO Corrective Action ____________ Eating, drinking and chewing gum are observed only in designated areas away from work areas. ❑ YES ❑ NO Corrective Action ____________ Employees take appropriate action when coughing or sneezing. ❑ YES ❑ NO Corrective Action ____________ Disposable tissues are used and disposed of when coughing/blowing nose. ❑ YES ❑ NO Corrective Action ____________

FOOD STORAGE AND DRY STORAGE Temperature is between 50˚ F and 70˚ F. ❑ YES ❑ NO Corrective Action ____________ All food and paper supplies are 6 to 8 inches off the floor. ❑ YES ❑ NO Corrective Action ____________ All food is labeled with name and delivery date. ❑ YES ❑ NO Corrective Action ____________ FIFO (First In, First Out) inventory is being practiced. ❑ YES ❑ NO Corrective Action ____________ There are no bulging or leaking canned goods in storage. ❑ YES ❑ NO Corrective Action ____________

LARGE EQUIPMENT

Food is protected from contamination. ❑ YES ❑ NO Corrective Action ____________

Food slicer is clean to sight and touch. ❑ YES ❑ NO Corrective Action ____________

All surfaces and floors are clean. ❑ YES ❑ NO Corrective Action ____________

Food slicer is sanitized between uses when used with potentially hazardous foods. ❑ YES ❑ NO Corrective Action ____________

Chemicals are stored away from food and other foodrelated supplies. ❑ YES ❑ NO Corrective Action ____________

All other pieces of equipment are clean to sight and touch — equipmen t on serving lines, storage shelves, cabinets, ovens, ranges, fryers and steam equipment. ❑ YES ❑ NO Corrective Action ____________

HOT HOLDING

Exhaust hood and filters are clean. ❑ YES ❑ NO Corrective Action ____________

Unit is clean. ❑ YES ❑ NO Corrective Action ____________ Food is heated to 165˚ F before placing in hot holding. ❑ YES ❑ NO Corrective Action ____________

THE ESSENTIALS OF FOOD SAFETY, HACCP & SANITATION PRACTICES

38

Temperature of food being held is above 140˚ F. ❑ YES ❑ NO Corrective Action ____________

CLEANING AND SANITIZING Three-compartment sink is used. ❑ YES ❑ NO Corrective Action ____________

Food is protected from contamination. ❑ YES ❑ NO Corrective Action ____________

Three-compartment sink is properly set up for warewashing (wash, rinse, sanitize). ❑ YES ❑ NO Corrective Action ____________

FOOD HANDLING Frozen food is thawed under refrigeration or in cold running water. ❑ YES ❑ NO Corrective Action ____________ Food is not allowed to be in the “temperature danger zone” for more than 4 hours. ❑ YES ❑ NO Corrective Action ____________ Food is tasted using proper method. ❑ YES ❑ NO Corrective Action ____________

Chlorine test kit or thermometer is used to check sanitizing process. ❑ YES ❑ NO Corrective Action ____________ The water temperatures are accurate. ❑ YES ❑ NO Corrective Action ____________ If heat-sanitizing, the utensils are allowed to remain immersed in 170˚ F water for 30 seconds. ❑ YES ❑ NO Corrective Action ____________ If using chemical sanitizer, it is the proper dilution. ❑ YES ❑ NO Corrective Action ____________

Food is not allowed to become cross-contaminated. ❑ YES ❑ NO Corrective Action ____________ Food is handled with utensils, clean-gloved hands or clean hands. ❑ YES ❑ NO Corrective Action ____________ Utensils are handled to avoid touching parts that will be in direct contact with food. ❑ YES ❑ NO Corrective Action ____________ Reusable towels are used only for sanitizing equipment surfaces and not for drying hands, utensils, floor, etc. ❑ YES ❑ NO Corrective Action ____________

The water is clean and free of grease and food particles. ❑ YES ❑ NO Corrective Action ____________ The utensils are allowed to air dry. ❑ YES ❑ NO Corrective Action ____________ Wiping clothes are stored in sanitizing solution while in use. ❑ YES

❑

NO Corrective Action ____________

GARBAGE STORAGE AND DISPOSAL Kitchen garbage cans are clean. ❑ YES ❑ NO Corrective Action ____________

UTENSILS AND EQUIPMENT All small equipment and utensils, including cutting boards, are sanitized between uses. ❑ YES ❑ NO Corrective Action ____________ Small equipment and utensils are air dried. ❑ YES ❑ NO Corrective Action ____________

Garbage cans are emptied as necessary. ❑ YES ❑ NO Corrective Action ____________ Boxes and containers are removed from site. ❑ YES ❑ NO Corrective Action ____________ Loading dock and are around dumpster are clean. ❑ YES ❑ NO Corrective Action ____________

Work surfaces are clean to sight and touch. ❑ YES ❑ NO Corrective Action ____________

Dumpster is closed. ❑ YES

Work surfaces are sanitized between uses. ❑ YES ❑ NO Corrective Action ____________ Thermometers are washed and sanitized between each use. ❑ YES ❑ NO Corrective Action ____________ Can opener is clean to sight and touch. ❑ YES ❑ NO Corrective Action ____________

❑

NO Corrective Action ____________

PEST CONTROL Screen on open windows and doors are in good repair. ❑ YES ❑ NO Corrective Action ____________ No evidence of pests is present ❑ YES ❑ NO Corrective Action ____________

Drawers and racks are clean. ❑ YES ❑ NO Corrective Action ____________ Small equipment is inverted, covered or otherwise protected from dust and contamination when stored. ❑ YES ❑ NO Corrective Action ____________

39


TEMPERATURE LOG Month: DATE

Freezer : TIME

T EM P

Refrigerator : INITIALS

DATE

TIME

THE ESSENTIALS OF FOOD SAFETY, HACCP & SANITATION PRACTICES

TEMP

INITIALS

40

LAYOUT OF A TYPICAL BAR

down

10

1 12

3 7

11

9

8

4 5

6

1 8 3

7 6

2 5

down

41

1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12.

Bar cash registers (two) Locked liquor storage cabinet Liquor display Base cabinet refrigerator, back bar Three-compartment sinks (two) Disposals (two) Blenders (two) Glass racks (four) Ice bin Glass chiller Soda cabinet (under bar) Planter


BAR RECIPE AND PROCEDURE MANUAL

ITEM INGREDIENTS:

PROCEDURE:

GLASS:

GARNISH:

ITEM INGREDIENTS:

PROCEDURE:

GLASS:

GARNISH:

SUCCESSFUL BAR MANAGEMENT & OPERATIONS

42

BARTENDER’S REPORT

BARTENDER

BARTENDER

MANAGER

MANAGER

BOOKKEEPER

BOOKKEEPER CASH IN

CASH OUT

$100.00 ________

$1.00 ________

$100.00 ________

$1.00 ________

$50.00 ________

$0.50 ________

$50.00 ________

$0.50 ________

$20.00 ________

$0.25 ________

$20.00 ________

$0.25 ________

$10.00 ________

$0.10 ________

$10.00 ________

$0.10 ________

$5.00 ________

$0.05 ________

$5.00 ________

$0.05 ________

$1.00 ________

$0.01 ________

$1.00 ________

$0.01 ________

TOTAL

TOTAL

TOTAL

TOTAL

SALES SUMMARY

CHARGES

1. ________________________________

LIQUOR SALES _____________________________

2. ________________________________

FOOD SALES

_____________________________

3. ________________________________

WINE SALES

_____________________________

4. ________________________________

MISC. SALES

_____________________________

5. ________________________________

TOTAL

6. ________________________________ TOTAL

EMPLOYEE _________________________

Total # _____ #__# ______ Initia l ____ # Return __________ Verify _________ EMPLOYEE _________________________

Total # _____ #__# ______ Initia l ____ # Return __________ Verify _________

SALES TAX

____________________ _________

VOID SALES

_____________________________

Note: Itemize checks separately on back. Enter figure in sale and sales breakdown. ITEM

LIQUOR

WINE

Housed

_________

_________

Manager

_________

_________

Comp

_________

_________

EMPLOYEE _________________________

Total # _____ #__# ______ Initia l ____ # Return __________ Verify _________

43


LIQUOR ORDER FORM ITEM

BUILD TO AMT.


DATE

44

LIQUOR INVENTORY FORM ITEM

45

SIZE

QUANTITY

TOTAL

COST

EXTENSION


LIQUOR USED AND RESTOCKED FORM LIQUOR

USED

RESTOCKED


LIQUOR

USED

RESTOCKED

46

WINE INVENTORY FORM

ITEM

SIZE

QUANTITY

SUCCESSFUL WINE MANAGEMENT & OPERATIONS

TOTA L

COS T

E X TEN S ION

47

WINE ORDER FORM

ITEM

48

BUILD TO AMT.

DATE


OPERATIONAL ORDER FORM

ITEM

49

BUILD TO AMT.

DATE


OPERATIONAL INVENTORY FORM

ITEM

SIZE

QUANTITY

TOTA L

SUCCESSFUL MANAGEMENT OF OPERATIONAL COSTS & SUPPLIES

CO S T

EX TEN S ION

50

EMPLOYEE PERFORMANCE EVALUATION FORM NAME: _______________________________ POSITION: ___________________________ INTERVIEWER: _______________________ DATE: _______________________________ LAST EVALUATION DATE: ______________________ SALARY: __________________ For each of the following categories grade the employee’s performance on a sliding scale of 1 to 10 (see scale below).The overall grade is the average of all scores plus the interviewer’s comments. 1-2 poor

3-4 below average

5 average

6-7 above average

8-9 very good

10 exceptional

KNOWLEDGE OF JOB

PRODUCTIVITY

procedures, paperwork, skill, function

volume, utilization of time

RATING: _________________________________

RATING: _________________________________

Comments: ________________________________

Comments: ________________________________

__________________________________________

__________________________________________

__________________________________________

__________________________________________

QUALITY

APPEARANCE

up to specification, accuracy, consistency

uniform, neat

RATING: _________________________________ Comments: ________________________________

RATING: _________________________________ Comments: ________________________________

__________________________________________

__________________________________________

__________________________________________

__________________________________________

ATTITUDE

SERVICE

towards work, management, other employees, customers

alert, fast

RATING: _________________________________

RATING: _________________________________

Comments: ________________________________

Comments: ________________________________

__________________________________________

__________________________________________

__________________________________________

__________________________________________

LEADERSHIP ability to give direction

OVERALL RATING: ______________________

RATING: _________________________________

Comments: ________________________________ __________________________________________ __________________________________________

SALARY ADJUSTED:

❑ YES

❑

NO_______

NEW SALARY: __________________________

Recommendations: __________________________ __________________________________________

RELIABILITY

__________________________________________

dependable, on time, follows through on assignments RATING: _________________________________

Items to be followed up on: ___________________

Comments: ________________________________

__________________________________________

__________________________________________

__________________________________________ __________________________________________

__________________________________________ 51


DAILY PAYROLL FORM DAT E H = H OURS E M P L OY E E

M ONTH

YE A R

G = G RO S S R AT E H

G H

G H

G H

G H

G H

G H

G

TOTAL

TOTAL INTERNAL BOOKKEEPING—ACCOUNTING FOR SALES & COSTS—WHERE DID IT ALL GO?

52

DAILY SALES REPORT FORM FOOD SALES DAY

DATE

AMT $

INV #

LIQUOR SALES AMT $

INV #

WINE SALES AMT $

INV #

TOTAL SALES

MONTH-TO-DATE ACTUAL

1 2 3 4 5 6 7

7 DAY TOTAL 8 9 10 11 12 13 14

14 DAYTOTAL 15 16 17 18 19 20 21

21 DAYTOTAL 22 23 24 25 26 27 28

28 DAYTOTAL 29 30 31 T

53

TOTAL


BUDGET

DAILY SALES REPORT FORM (CONTINUED) OVER UNDER

# DINERS

PER HEAD

CASH OV/U

MANAGERIAL FOOD

LIQR

WINE

HOUSED FOOD

LIQR

WINE

COMPLIMENTARY FOOD

INTERNAL BOOKKEEPING—ACCOUNTING FOR SALES & COSTS—WHERE DID IT ALL GO?

LIQR

WINE

54

LABOR ANALYSIS FORM

DAY

DATE

DAILY SALES

DAILY PAYROLL BUDGET

ACT

OV/UND

%

MONTH TO DATE

MONTH-TO-DATEPAYROLL BUDGET

ACT

1 2 3 4 5 6 7

7 DAY TOTAL 8 9 10 11 12 13 14

14 DAYTOTAL 15 16 17 18 19 20 21

21 DAYTOTAL 22 23 24 25 26 27 28

28 DAYTOTAL 29 30 31 T

TOTAL

55


OV/UND

%

WINE ITEMIZATION FORM

IT E M

USE A

MARK TO

DESIGNATE ONE SOLD

TOTA L S

TOTAL


56

FOOD ITEMIZATION FORM ITEM

USE A

MARK TO

DESIGNATE ONE SOLD

TOTAL

57


TOTA L S

PURCHASE LEDGER C O M PA N Y DATE

MONTH

INV #

AMT $

INV #

AMT $

INV #

AMT $

PAID O UTS

GR AND TOTAL PAGE TOTAL INTERNAL BOOKKEEPING—ACCOUNTING FOR SALES & COSTS—WHERE DID IT ALL GO?

58

59



60

61



62

63


DEPRECIATION WORKSHEET AND RECORD DATE DESCRIPTION

METH LIFE NEW/ AC USED RS%

COST

SUCCESSFUL BUDGETING & PROFIT PLANNING—FOR MAXIMUM RESULTS

SALVAGE

ADDIT. 1st YEAR

64

DEPRECIATION WORKSHEET AND RECORD (CONTINUED) BALANCE

65

DEPREC 20

BALANCE

DEPREC 20


BALANCE

OPERATIONAL BUDGET

ITEM

BUDGETED

%

ACTUAL

%

SALES

Food Liquor Wine

TOTAL SALES MATERIALS

Food Costs Liquor Costs Wine Costs TOTAL COSTS GROSS PROFIT LABOR

Manager Salary Employee Overtime TOTAL LABOR COSTS

Controller Oper. Costs China & Utensils Glassware Kitchen Supplies

Bar Supplies Dining Room Supplies Uniforms Laundry/Linen Services Trash Pick-Up Laundry Cleaning Protection Freight Accounting Maintenance Payroll

TOTAL THIS PAGE


66

OPERATIONAL BUDGET (CONTINUED) ITEM

BUDGETED

%

ACTUAL

Utilities Phone Water Gas

Electricity Heat Fixed Operating Costs Rent Insurance Property Taxes Depreciation General Operating Costs Labor Taxes Other Taxes Repairs—Equipment Repairs—Building Entertainment Advertising Promotion Equipment Rental Postage Contributions Trade Dues, ect. Licenses Credit Card Expense Travel Bad Debt

TOTAL THIS PAGE TOTAL EXPENDITURES TOTAL NET PROFIT

67


%

SALES PROJECTION FORM

# OF EACH

DATE

AVG #

SUB-

DINNERS TOTAL

MONDAY

BREAKFAST TOTAL

_______________

WEDNESDAY THURSDAY

LUNCH TOTAL

_______________

FRIDAY

DINNER TOTAL

_______________

GRAND TOTAL

_______________

TUESDAY

SATURDAY SUNDAY HOLIDAYS

Grand Total x % Growth/Loss = Projected Volume x Check Avg. = Projected Sales

DIVISION OF SALES

TOTAL PROJECTED SALES x

% SALES DIVISION

= SALES DIVISION

FOOD LIQUOR WINE

HOLIDAYS THAT MUST BE CONSIDERED:

• • • • •

Washington's Birthday Easter Mother's Day Memorial Day Fourth of July

• • • • •

Labor Day Thanksgiving Christmas Eve Christmas New's Year's Eve

• • • •

New Year's Halloween Valentine's Day Graduation Day


68

69



70

71


BREAKEVEN ANALYSIS GRAPHIC REPRESENTATION

$120,000

BREAKEVEN POINT $100,000

FIXED COSTS $40,000

Variable Cost Per Customer = $7.20 Average Sales Per Customer $12.00

72


BREAKEVEN COST ANALYSIS

COST

TYPE

FIXED

HOW TO PREPARE THE MO NTHLY AUDIT & COST PROJECTIONS

VARIABLE

TOTAL

73

MATERIALS COST PROJECTION FORM

MONTH

FOOD

Beginning Inventory Purchases Comp/Manager Ending Inventory Cost Sales TOTAL FOOD COST PERCENTAGE

WINE

Beginning Inventory Purchases Comp/Manager Ending Inventory Cost Sales TOTAL WINE COST PERCENTAGE

LIQUOR

Beginning Inventory Purchases Comp/Manager Ending Inventory Cost Sales TOTAL LIQUOR CO ST P ERCENTAGE

74


OPERATIONAL SUPPLIES COST PROJECTION FORM

PAGE

M O N TH

CATEGORY

#

Beginning Inventory Purchases Ending Inventory Cost Sales TOTAL COST PERCENTAGE CATEGORY

#


#


#

Beginning Inventory Purchases Ending Inventory Cost Sales TOTAL COST PERCENTAGE

HOW TO PREPARE THE MO NTHLY AUDIT & COST PROJECTIONS

75

the Restaurant Manager s Handbook Brown

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