🍾 rest-bar

Corkage / BYOB Log

Corkage / BYOB Log tracks every time a guest brings their own wine, spirits, or champagne — the corkage fee charged (or waived, with a reason and approver), and a monthly revenue/waiver summary. It is separate from Wine & Beverage List (the house menu), Wine Cellar (house stock), and Void & Comp Log (comping the restaurant's own orders).

📍 Menu path: Bar & Beverage → Corkage / BYOB Log

👤 Who uses it: All roles with the Billing feature enabled

Overview

Each entry records Date, Table No., Guest Name, Bottle Name/Description, Bottle Type, Vintage, No. of Bottles, Fee per Bottle, and a Status of CHARGED, PENDING (not yet added to the guest's bill), or WAIVED.

The default Fee per Bottle pre-fills from the Corkage Policy but can be overridden per entry; total = quantity × fee per bottle, or "WAIVED" if the entry is waived.

Waiving an entry requires a Waived By name, a Waiver Reason (VIP/Regular Guest, GM Discretion, Guest Complaint Resolution, Special Occasion, Staff/Owner, Other), and an optional Waiver Note — the form calls out the policy's required approval level (e.g. Manager) as a reminder, though it does not technically block saving without it.

A Policy panel sets the Default Fee per Bottle, a higher fee for a 2nd-plus bottle, how many bottles (if any) are free, and the Waiver Approval level (Captain, Manager, or General Manager) shown as a reminder on the entry form.

A Pending alert reminds staff to add today's pending corkage fees to the guest's bill before they leave — this page does not itself post the fee to a bill; it must be added at billing manually.

Two print options: a per-entry Corkage Receipt (A5, handed to the guest or attached to the bill) and a Monthly Summary (bottles charged/waived and total revenue, for accounts).

Before You Start

You must have the Billing feature enabled on your plan.

Step-by-Step Guide

1 Log a BYOB bottle

Open Bar & Beverage → Corkage / BYOB Log and click "Log BYOB".
Enter Date, Table No. (required) and Guest Name.
Enter Bottle Name/Description (required), Bottle Type, Vintage, No. of Bottles, and Fee per Bottle (pre-filled from Policy).
Set Status to Charged or Pending, add Served By and any Internal Note, then click "Log Entry".

2 Waive a corkage fee

Set Status to Waived on the entry form — the Waived By, Reason, and Waiver Note fields appear, along with a reminder of the required approval level from Policy.
Fill in Waived By and a Reason, then save — the total shows as WAIVED instead of a charge amount.

3 Ensure a pending fee reaches the bill

Watch the "pending — ensure fee is added to the guest's bill" alert for today's entries still marked Pending.
Add the corkage charge to the guest's bill manually at billing, then come back and update the entry's Status to Charged.

4 Print a receipt or monthly summary

Click "Receipt" on any entry for a printable A5 slip with the bottle, fee, and total (or WAIVED note).
Click "Month Summary" from the header for a printable report of all of this month's entries with total bottles charged, waived, and revenue.

Every Field & Button, Explained

Field / Button	What it does
`Status`	CHARGED (fee applied), PENDING (logged but not yet added to the bill), or WAIVED (comp'd, no charge).
`Fee per Bottle`	Defaults from the Corkage Policy's "Default Fee / Bottle" but is editable per entry.
`Waived By / Reason / Note`	Only shown and relevant when Status = WAIVED; Reason is one of VIP/Regular Guest, GM Discretion, Guest Complaint Resolution, Special Occasion, Staff/Owner, Other.
`Policy — Default Fee / 2nd Bottle+ Fee / Free Bottles Allowed`	Store-wide defaults; "Free Bottles Allowed" of 0 means every bottle is chargeable by default (still overridable per entry).
`Policy — Waiver Approval Level`	Captain, Manager, or General Manager — shown as a reminder on the waiver form but not technically enforced by the save action.

Tips & Best Practices

Update a Pending entry to Charged as soon as the fee is actually added to the guest's bill — otherwise the pending alert will keep showing it as outstanding indefinitely.
Keep the Waiver Reason honest and specific — the monthly summary shows total bottles waived, and a pattern of unexplained waivers is easy to spot and hard to justify later.
Review the Month Summary before closing the books each month — it is the fastest way to reconcile corkage revenue against what was actually collected at billing.

Troubleshooting & FAQ

A corkage fee never made it onto the guest's bill.

This page only logs the corkage record — it does not automatically add the fee to a bill. Staff must add it manually during checkout; use the Pending alert as the reminder to do so.

I can save a Waived entry without filling in Waived By.

The waiver approval reminder is informational only — the form does not currently block saving a Waived entry with an empty Waived By field, so it relies on staff discipline to fill it in.