Guidelines for Foodservice Operation Controls

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An effective internal control system will include the following elements: Along with consistency in following up.

 


Cash control

 


Written standard cash/credit handling policy

 


Limited access in safe

 


Predetermined cash bank

 


Cash stores kept to a minimum

 


Use of a drop safe

 


Individuals handling cash have no access to the books

 


Paid-outs on form filled out by managers only

 


Paid-outs are deducted from petty cash or store bank, not from daily deposits

 


Use of separate envelopes for bank and daily receipts

 


One person responsible for shift deposit

 


Use of separate deposit for each shift

 


Bank deposits made daily

 


Bank deposit slips attached to daily cash reports

 


Surprise cash counts of cash drawers and store cash banks performed on a regular basis

 


Key and safe combination access log is maintained

 


Cash register control

 


Written standard cash register procedures

 


Use of registers with cumulative register reading

 


Cumulative register reading incorporated in daily sales report

 


Only trained authorized personnel on register

 


Dollar amount of entries and totals are visible to the cashier and customers

 


Sales always rung up at time of transactions

 


Cash receipt provided to guests for all transactions

 


Cashiers place customer's money on register ledge until change is made

 


Manager called immediately to handle over-rings and under-rings

 


Void slips are used for all errors, over-rings

 


Manager is contacted when customers leave money behind

 


Registers not left unattended

 


If multiple registers, no exchange between registers

 


Cash register cleared (Z reading) each day

 


Daily cash register report filed by manager

 


Daily register tape attached to daily cash report

 


Sales control

 


Use of sales check (electronic register or order form)

 


Take out sales check (electronic register or order form)

 


Cumulative daily sales record including daily sales, customer count, and check average by day part, on monthly sales record compared to same day previous year

 


Hourly sales record (used for scheduling)

 


Food cost control

 


Written standardized formulas (recipes)

 


Plating specifications

 


Portion control check list

 


Recipe and plating cost determined

 


Use of menu engineering to determine effective pricing

 


Authorized product/purveyor list

 


Fax quotation - order forms

 


Purchase order and inventory record

 


Weekly invoice record

 


Inter-store transfer form

 


Kitchen production sheet

 


Waste sheets

 


Weekly inventory record

 


Labor cost control

 


Job descriptions

 


Reference checks

 


Orientation checklist

 


Bar graph scheduling chart

 


Base force scheduling worksheet

 


Staffing guides

 


Time clock/time sheets

 


Open and closing procedures

 


Skills inventory - training

 


Performance appraisal forms

 


Termination notices

 


Quality control

 


Customer comment cards

 


House cleaning assignment sheets

 


Rest room cleaning schedule

 


Outdoor cleaning schedule

 


Operation Control

 


Weekly operating report

 


Financial control