Contents

Title and Copyright Information

Preface

1 Starting Your Shift

• Signing On and Off of a Workstation
• Clocking In and Out
• Incrementing a Shift
• Using Tip Track
• Running Shift Reports

2 Creating Guest Checks

• Beginning and Closing a Check
• Beginning a Fast Transaction
• Adding the Guest Count to a Check
• Order Handling on Open Checks
• Sending Items to Order Devices While Remaining on the Check
• Holding Menu Items on a Check
• Holding Selected Items or an Entire Order for a Preset Time
• Ending the Current Round and Closing Checks with Items on Hold
• Indicators on the Employee Check Journal Report
• Creating and Picking Up Suites Checks
• Adding Suites Owner Information to a Check
• Combining Checks in the Same Revenue Center into One Order
• Combining Checks Across Revenue Centers into One Order
• Understanding Check Transfers
• Transferring a Check Within a Revenue Center
• Transferring a Check to Another Revenue Center
• Understanding Suspend and Resume Checks
• Suspending and Resuming a Check
• Team Service and Team Checks
• Transaction Handling with Team Checks
• Team Service and Check Adjustment
• Combining Team Checks
• Creating a Service Team
• Adding Employees to an Existing Service Team
• Removing an Employee from a Service Team
• Printing Team Member Names
• Deleting a Service Team
• Creating a Team Check
• Adding a Service Team to an Open Check
• Removing a Service Team From an Open Team Check
• Identifying Team Checks
• Team Check Transfers
• Using Follow Me to Share Checks Among Servers
• Setting and Changing the Default Printer
• Printing Customer Receipts in Multiple Languages

3 Adding Menu Items to a Check

• Screen Look Up (SLU)
• Number Look Up (NLU)
• Splitting Off Items
• Splitting Off Items from a Suites Check
• Understanding Conversational Ordering
• Understanding Combo Meals and Groups
• Creating Combo Meals
• Using the Popup Condiment Orderer
• Declaring Waste
• Correcting Waste Checks

4 Kitchen Display System

• Using the Kitchen Display System (KDS) and Bump Bar
• KDS Chit Icons
• SEI KDS Chit Markers
• KDS Connection Icons

5 Applying Discounts and Service Charges to a Check

• Understanding Service Charges
• Understanding Discounts
• Applying a Discount Manually
• Applying a Coupon
• Applying a Service Charge
• Applying a Return
• Applying a Condiment Discount

6 Handling Loyalty and Gift Cards

• Performing a Loyalty Balance Inquiry
• Issuing Loyalty Points
• Performing a Coupon Inquiry
• Issuing Coupons
• Redeeming a Coupon
• Transferring Points Balance
• Performing Unique Items Inquiry
• Applying a Loyalty Card to a Check
• Performing a Gift Card Balance Inquiry
• Issuing Gift Cards
• Activating Gift Cards
• Reloading Gift Cards
• Transferring Gift Card Balance
• Authorizing Gift Cards
• Redeeming Gift Cards
• Cashing Out Gift Cards
• Issuing a Batch of Gift Cards
• Activating a Batch of Gift Cards
• Redeeming a Gift Card and Issuing Points

7 Paying a Check

• Tendering with Cash
• Tendering with One Credit Card
• Tendering with Multiple Credit Cards
• Tendering with an Alternate Currency
• Pay at the Table Charges to a Credit Card or Room Folio
• Using PATT with Multiple Credit Cards
• Using PATT with One Credit Card
• Using PATT for Single Demo Payment
• Using PATT to Close a Check Through a PMS Tender
• Charging Menu Items to a Room Folio using Transaction Services

8 Using Enterprise Cash Management (ECM)

• Opening a Receptacle Session
• Adding Funds (Safe Only)
• Performing an ECM Paid-In
• Performing an ECM Paid-Out
• Counting a Receptacle Session
• Saving a Count
• Recalling a Count
• Adjusting a Count
• Adjusting a Count Sheet
• Depositing Cash
• Transferring Funds
• Opening, Saving, Recalling, and Submitting a Change Order (Safe Only)
• Reconciling a Change Order
• Removing Funds (Safe Only)
• Reconciling a Receptacle Session
• Adjusting a Cash Deposit (Bank Deposit Only)
• Adjusting a Reference (Bank Deposit Only)
• Till and User Assignment
• Assigning a Till to a Cash Drawer
• Assigning a User to a Till
• Performing Quick Start
• Allowing Access to the Till
• Determining Till Assignment Status with Smart Key
• Adjusting the Starting Amount
• Pulling Cash
• Unassigning a User From a Till
• Unassigning a Till From a Cash Drawer
• Reopening a Receptacle Session
• Viewing Receptacle Status
• No Sale Operation
• Viewing ECM Alerts and Summary with the Engagement Cloud Service
• Swapping Tablets with the Oracle MICROS Base Station
• Offline Cash Management Operations
• Back of House Receptacles Offline
• Till Offline
• Server Bank Offline
• Consolidating Offline Server Banking Sessions
• Individual Receptacle Types
• Property Reports

9 Using a Workstation

• Understanding Online and Offline Communication Modes
• Determining Whether a Workstation is Online or Offline
• Updating Workstations After Configuration Changes
• Reloading and Refreshing the Check and Posting (CAPS) Database

10 Manager Tasks for Workstation Reports and Procedures

• Running Workstation Reports
• Changing Employee Settings
• Running Workstation Diagnostics
• Manager Procedures
• Replaying Checks
• Redirecting Orders
• Editing Routing Groups
• Adjusting Menu Item Definitions
• Adjusting Menu Item Availability
• Adjusting the Menu Item Price on a Check
• Creating, Editing, and Assigning Barcodes to Menu Items
• Changing the Serving Period
• Reloading and Refreshing the CAPS Database
• Voiding All Menu Items From a Closed Check
• Reprinting Time Cards
• Changing the Kitchen Theme
• Performing a Manual End of Day (EOD) Settlement
• Enabling and Disabling Sales Recording Modules

11 Hosting and Managing the Dining Room

• Host Command Area
• Host Display
• Host Legend
• Dining Table Status
• Employee Lines
• Section Layout
• Enhanced Dining Table Information
• Table Status and Functions
• Using Gestures
• Selecting a Table
• Creating a Section Layout
• Changing a Section Layout
• Activating a Section Layout
• Deactivating a Section Layout
• Closing a Section Layout
• Deleting a Section Layout
• Changing Server Availability
• Hiding Colors and Table Decorators from a Table
• Viewing the Employee Section Assignment Report
• Managing Guest Seating
• Viewing Estimated Wait Times
• Greeting the Guest
• Seating a Guest from the Wait List
• Seating a Guest Using Quick Seat
• Unseating a Table
• Reservation List
• Showing and Hiding the Reservation List
• Sorting the Reservation and Wait Lists
• Adding a Reservation
• Changing a Reservation
• Cancelling a Reservation
• Setting the Reservation Summary
• Reservation List Icons
• Wait List
• Showing and Hiding the Wait List
• Adding a Wait List Request
• Changing a Wait List Request
• Abandoning a Wait List Request
• Setting the Wait List Summary
• Wait List Icons

12 Managing POS Operations

• Locking and Unlocking Front of House Operations from the Property
• Updating and Reloading the Workstation Database
• Running Start of Day Manually

13 Importing and Exporting Data

• Using the Simphony Data Import/Export Web Application
• Exporting a File
• Creating an Export Schedule
• Generating a File to Export
• Preparing Menu Item Data Files for Import
• Preparing Event Data Files for Import
• Importing Menu Item Files
• Importing Event Files

14 Engagement Cloud Service

• Understanding the Engagement Cloud Service
• Understanding the Engagement Auditing Tool
• Using the Engagement Auditing Tool

15 Events

• Understanding the Event Status Bar
• Starting and Ending an Event
• Posting Checks to an Open Event
• Posting Checks to a Closed Event
• Workstation Reports

16 Order Information Service

• Understanding the Order Information Service
• Assigning Checks to a Delivery Agent
• Closing a Check After Delivery or Pickup
• Closing All Open Checks