Professional Documents
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MGR Manual
MGR Manual
MANAGER DOCUMENTATION
PURPOSE:
This step corrects the way a check was tendered on closed checks
and reprints the check.
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FUNCTION:
PURPOSE:
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FUNCTION:
Manager Voids
PURPOSE:
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FUNCTION:
Transaction Voids
PURPOSE:
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The table or check that will RECEIVE the check should be picked up.
Press the [FUNCTN] screen.
Press [ADD/TRANSFER CHECK] and enter the check number to add.
Press [ENTER YES] to confirm that you wish to perform this operation.
Send when finished.
* NOTE *
When balance of a check is ZERO, the check must still be closed out
Closing a check to CASH is the easiest way to handle a check with a zero balance
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Assignment:
Sign in
Press the [PROCEDURES] Key (or press a shortcut button)
Enter your ID code and Press [OK]
Touch the tab across the top select the area you wish to use
MENU ITEM
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Availability:
1. Touch [MI Availability]
2. You can search like above, or you can touch the box that says show blank names (this should
make it uncheck) then touch the box above which says Sort by Name. Then touch the keyboard
icon next to the Search for box. A keyboard should appear where can type the first couple letters
of the item you are looking for then press [OK].
3. Using your finger on the slide bar on the right side of the screen scroll down to the desired item
4. Touch item
5. Touch [EDIT]
6. Touch [Available], [limited Availability] or [Not Available] as needed.
7. If using Limited availability enter the available amount by using the up or down arrows.
8. Touch [OK]
NOTE: You must perform the same procedure again when the item is available.
Highlight [AVAILABLE] to re-enable.
Prices:
1. Touch [MI Prices]
2. Touch the box that says show blank names (this should make it uncheck) then touch the box
above which says Sort by Name. Then touch the keyboard icon next to the Search for box. A
keyboard should appear where can type the first couple letters of the item you are looking for then
press [OK].
3. Using your finger on the slide bar on the right side of the screen scroll down to the desired item
4. Touch item
5. Touch [Edit]
6. At price Touch Calculator Icon.
7. Enter new price.
8. Touch [OK] to save.
9. Touch [close]
10. Touch [close] again
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Explanation of fields are as follows (Scroll down each list to find the appropriate selection,
do not be alarmed if a selection appears blank, simply scroll down until the alphabetical list
appears)
Menu Item Name 1 This name prints on the check and on orders
Menu Item Name 2 This name prints on orders as an alternative to Name 1
Menu Item Class This is the type of item that it is Food Item, Food Item/ Add Cover, Liquor Item,
Liquor Item/ Chg $ etc Select the one most appropriate for your item
Major Group A broad item-reporting group (Food, Liquor...)
Family Group A more detailed reporting group of items (Appetizers, Entrees)
Menu Item Group Another reporting group tool used for custom menu mixes (not required)
Touchscreen SLU This is the button where the item will show up for ordering at the FOH
Menu Level Class - This determines when or how an item is to be used
(Lunch, Dinner, All day or Small, Med Large sizes)
Printer Definition Where and how the item prints (condiments or modifiers follow parent times)
Course Membership If your system has been setup with Fixed Price Meals, select which course
this Item would belong to. If you are not familiar with this do not select anything.
Condiment Membership If you are entering a Menu Item, select the group to allow when
modifying this item. Usually Condiments or All Condiments enable the item to be modified.
Condiment Group Required This is the group that will prompt when the item is used, if this item
does not need a requirement, do not select from the list. For example a steak may require
a temperature and/or a side dish
Prices Enter the price for the item. Depending on the Menu Item Class selected, your item can
have multiple prices based on time of the day or by size. If the item doesnt work in this
capacity, only Price 1 is to be used
Effectivity You may enter an effectivity start and end time for the item if it is only to be use for a
specific period of time. If this item is to be used all the time, do not enter anything here.
** Please note when using the Wizard, the item will not be assigned a number within
the category automatically, you must use the POS Configurator to find the item and
change the number of the item in order for it to be next to items of a similar type or
category.
EMPLOYEE
FUNCTION:
Identification
PURPOSE:
FUNCTION:
Assignment
PURPOSE:
Employee Wizard:
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** Please note when using the Wizard, the employee will not automatically be
assigned a report employee number according to any scheme used in BOH.
You must use the POS Configurator to find the employee and change the report
employee number in order to follow any predetermined organization. For example some
employee files are organized where Servers have numbers in the 100s, Bar in the 200s.
Some files are set so the employee ids are to be the same as the report employee
number.
Report Employee Numbers are the numbers that print next to an employees name on
their checks.
The system uses this number to identify an employee for reporting purposes.
Employee ID numbers are independent of this number.
TIME CARD
FUNCTION:
PURPOSE:
NOTE:
If an employee says that they forgot to clock in, have them go do so BEFORE you try to
adjust the time
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Printers
FUNCTION:
PURPOSE:
NOTE:
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All the orders that are being sent to a specific printer may be redirected to another printer
Touch the [Redirect Printer] key
Touch the Printer that you whish to make changes to.
Touch the [Edit] key
Touch the printer that you wish to send the items
Touch [OK]
Touch [close]
Touch [close] again
Others
FUNCTION:
Business Date
(emergency only)
PURPOSE: This procedure allows you to change the business date in the event
your system didnt perform this function automatically
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System Balance
PURPOSE:
This report gives all revenue and receipt figures for the entire system
FUNCTION:
RVC Balance
PURPOSE:
This report gives all revenue and receipt figures for the specific Revenue Center
FUNCTION:
Clock In Status
PURPOSE:
FUNCTION:
Employee Balance
PURPOSE:
This report gives revenue and receipt figures for the specified Employee
FUNCTION:
Cashier Balance
PURPOSE:
This report gives revenue and receipt figures for the specified Cashier
FUNCTION:
PURPOSE:
This report gives revenue and receipt figures for the specified Time Period
FUNCTION:
PURPOSE:
FUNCTION:
PURPOSE:
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Reports listed in the Autosequencer all preview then give you the option to print afterwards. Click
CONTINUE after closing previewed reports.
These reports are quick selections that may be used throughout a common workday for
management, click NEXT for the next page of Autosequences.
40 Column Reports Meant as a way to view reports at the terminals without printing
Employee Sales Prints a specified range of employees to view sales information for specified
dates by the user
Balance Sheet A worksheet used to balance a shift
Labor Report Views the current time card detail report for the current payroll
Current Sales Summary of current daily sales
Any Day Sales Pick a specified day of sales to preview or a group of dates to consolidate
Menu Item Report Views a Menu Item Sales report for the current day
Family Group Report Views a Family Group Sales report for the current day
Menu Item Group Report Views a Menu Item Group sales report for the current day
Clock In Status Views all clocked in employees
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Print Daily, Weekly, Monthly, Labor Reports Reprints these sequences of reports
Print Daily, Weekly, Monthly, Labor (Any Date) Prints the above reports with a start and end date
prompt
Print Credit Cards (Any Date) Prints the batch and transfer status reports with a start and end date
prompt
*END OF NIGHT (emergency only) This process runs automatically when the business date has
ended.
* This is only here as a means to run the process manually in case of a failure
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All reports default to todays date, choose another date by clicking the calendars at the right of
each date
All reports default to the entire range of the particular reports scope. Use the icons to the right of
the FROM and TO selections to select your own range
o Select an Item Range for group or item reports
o Select an Employee Range for employee related reports
o Select a Shift Range for shift related reports
o Select a Revenue Center range for revenue center specific reports
*If no selection is made, the current business date and the entire scope of ranges will be
used
Click PREVIEW
Once the report displays, you can PRINT or CLOSE when finished
Click BACK to select another report or click EXIT if finished
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FUNCTION:
POS Configurator
PURPOSE:
FUNCTION:
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FUNCTION:
Manager Procedures
PURPOSE:
FUNCTION:
PURPOSE:
This area starts and stops the software of the 3700. This is where
Operations for the system or for a terminal are started or stopped.
FUNCTION:
PURPOSE:
This area is where batch creation, editing and transfer take place.
Note: All Modules include online help. Click on HELP double click a topic to read
or then type in a word or two that describe your needs.
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Adding an Employee
Double click on the POS Configurator icon; enter password then click on the Employees Tab
then on Employees
General Tab
Last Name, First Name, and Social Security # (no dashes)
POS
Select a cash drawer if the employee has cash drawer access (Cash Drawer 1 for UWS with 1
drawer)
Security Tab
Select an Employee Class suitable for the employee
i.e. Server for wait staff, Clock In Only for people who wont ring sales.
(Compare with similar records if you are not sure)
Fill in the PC ID if the employee is a manager and needs to do back of house
functions.
If youve entered a SSN this field will be the last 4 digits of the SSN, otherwise fill in
the ID field with a number they will use to clock in and out and or do transactions
(Leave blank if a card is to be used for ID)
Click the green check mark
to SAVE
* If the employee does not need to clock in or out, do not choose a job
Hourly Job
To add a Job Code Click on the blue +.
Click on the Name field and use the up and down areas to click and select a job.
*You are not able to delete or change a job once the employee has used it
If an employee is paid above the default rate, enter a wage in the Override Regular Rate
field
Enter a skill level (used when scheduling)
To add additional Job Code Click on the blue +.
Click the green check mark
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At PC in the office, Double click on the POS CONFIGURATOR icon. Enter your password.
Click on SALES
Press Page Down on the keyboard to get to the desired menu item range or use the find feature
(Binoculars icon)
Click the Copy Record Icon (it has a yellow piece of paper over a white piece of paper). The
Paste Record icon will appear next to that one.
Then move to the Prices tab and change the price using the decimal point. (usually price 1)
Click on the Definition tab and click on the Groups tab below to edit the Required Condiments.
Sometimes this step is not needed, but compare these settings with an item that already works in
a similar fashion. Clear the field if a required condiment isnt needed.
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GROUPS Tab
1. MENU ITEM GROUP-Click on down arrow to select.
Compare a similar menu item for correct Menu item group.
2. REQUIRED CONDIMENT-Click on down arrow to select.
This defines a required prompts for a menu item. Ex. Meat temp.
Compare a similar menu item for correct required condiment.
3. ALLOWED CONDIMENT-Click on down arrow to select.
This allows a menu item to be modified.
Compare a similar menu item for correct required condiment.
REPORTING Tab
1. MAJOR GROUP- Click on down arrow to select.
Compare a similar menu item for correct major group.
1. FAMILY GROUP- Click on down arrow to select.
Compare a similar menu item for correct family group.
PRICES Tab
1. Fixed Pricing - Enter a price (using the decimal) in the price number according to your
configuration.
Compare with other items for correct pricing configuration.
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At the Server
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Wait for all green check marks to become red Xs then click on [FILE] then
click on [EXIT].
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Click the [START] in the bottom left corner and choose shut down.
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Click [YES].
When prompted, Its now safe to turn off your computer. Press the power
button.
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In some systems, the computer will power off automatically without a button
press.
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After waiting the 5 seconds, press the power button again to start up.
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Allow the computer to start up normally.
At the Workstations
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Touch the [START] in the bottom left corner and choose shut down.
In the dialog box touch [SHUT DOWN THE COMPUTER].
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Touch [YES].
The machine will power off automatically, wait 5 seconds and turn it back on.
Allow the computer to start up normally.
When all nodes are green checks in the MICROS Control Panel, the system is
up.
Under normal operations, the system will be ready for operations automatically
within a few minutes. Should the system fail to start, double click the MICROS
Control Panel, click on [RESTAURANT] and click [FRONT OF HOUSE].
Click [OK] when prompted Changing state of Restaurant to Front of House.
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Emergency Tips
Never shut off the server by pressing the power switch alone, always follow the
reboot/shutdown procedures in order not to risk damage to your program and/or hardware.
If your workstations freeze or are working improperly, they can be turned off by pressing the
power button on the unit for 5 seconds. Once the workstation is off, power it back on to see if
the problem persists.
* Note that in a 3700 system workstations sometimes run order printers such as a kitchen
or bar printer, these printers will not work if the workstation is off or not operational.
If your credit cards are having a problem, check your modem by the server. Be sure it is
turned on, if so turn it off then turn it back on and try another authorization. Otherwise call for
Merchant Link Customer Service at 301-562-5000 for credit card related problems or Micros
Help Desk at 1 800 937 2211 for technical problems.
If a printer is not working correctly there are a few things to look for
1. Check for power to the printer
2. Be sure the cables to the printer are not loose or unattached
3. Be sure the paper and/or ink is loaded properly
4. If the printer is run by a workstation, be sure it is operational and
is connected properly at the workstation end
5. After these things are checked, turn the printer off and on and
try printing once more
Backup server mode (BSM) is the state that occurs when POS Operations cannot
communicate with the network server PC, but can connect with a predesignated backup
server. The Backup server must be a disk-based PC on the network that runs Windows
NT.
Standalone Mode
Standalone mode is the state that occurs when POS Operations cannot communicate with
the network server PC or a predesignated backup server, but can operate independently
on the local UWS.
If the primary server is down and clients must be started manually (i.e., without the
use of MICROS Control Panel), use the shortcut that has been placed on the
desktop of all disk-based clients. The shortcut Restart Backup Server starts all
relevant processes for that client and pushes each client into offline mode. Do
NOT click this under normal operations!!
Control Panel in Standalone Mode
Workstations in Standalone Mode have their own control panel for starting and
stopping system operations. When setup is run for a client with standalone
operations, two shortcuts, Start POS Operations and Stop POS Operations, are
placed in the MICROS 3700 Applications menu. These shortcuts are used to start
and stop operations when disconnected to a server.
Reconnection to the database server spurs clients to enter recovery mode. During this
process, the local transaction system of all POS Operations clients is frozen. If the user is
inside a transaction, recovery will not start until that transaction is closed. The display will
show a POS Operations screen stating Switching ServersPlease Wait. The following
screen will be a POS Operations load screen similar to the one that appears when POS
Operations is first loading. After the POS Operations splash screen disappears, the user
returns to normal mode of operations. All transactions performed in offline mode will be
replayed back into the central database. All sales activity will be current.
Offline Limitations
Standalone mode and backup server mode do not support some features. They will either
not work correctly or return an error message Not supported in Offline Mode. These
features are:
Manager Procedures, Autosequences and Reports, POS Configurator
Labor (includes clocking in/out, reprinting timecards, incrementing employee shifts)
Edit closed check
Decrementing menu item specials (item counts will not update)
Increment business days (standalone and backup server mode clients can stay in
offline modes indefinitely, however, when recovery occurs, all transactions are
replayed into the last business date known to the system)
Saving UWS colors and contrasts per employee
Menu Item Information
Batching and settling credit cards
Some POS Operations features are disabled or function differently in Standalone Mode.
The disabled functions include:
Clock in and out,
Bank declaration at sign in,
Manager Procedures,
Editing a closed check,
Menu item availability,
Reports (except SAR reports),
Remote printing to diskless clients,
PMS posting.
Modified features include credit cards, which must be authorized manually, and guest
checks that can only be picked up from the UWS from which they were begun. When the
connection between the server and the UWS is restored, all outstanding transactions are
updated in the central database. If software versions on the server and the workstation
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are different, the system will remain in standalone mode until a correction is made and the
server and workstation have the same version of software.
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Quick Sheet
Keyboard Shortcuts:
F5 = Copy Record
F6 = Paste Record
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