Contents

Title and Copyright Information

Preface

1 Introduction to Suites Management

2 Overview of Setting Up Suites Management

3 Location Maintenance

• Creating Location Types
• Creating Locations
• Setting Up Order Answers
• Setting Up Order Questions
• Setting Up Delivery Times
• Setting Up Pantry Types
• Setting Up Pantries
• Setting Up Suites
• Setting Up Sections
• Setting Up Rows
• Setting Up Seats

4 Suites Owner Maintenance

• Setting Up Account Types
• Setting Up Suite Owners
• Assigning an Owner to Suites
• Assigning an Owner to Seats

5 Employee Maintenance

• Creating Employee Roles
• Assigning Privileges to Employee Roles
• Creating Employees
• Assigning Roles to Employees
• Editing an Employee

6 Privacy and Personal Data Management

• Removing Owners, Employees, and Contacts Personal Data

7 Import/Export

• POS Application Data Import Prerequisites
• Importing Data from the Point-of-Sale (POS) Application
• Exporting Event Data
• Exporting Personal Data

8 Menu Item Maintenance

• Creating Production Report Types
• Creating Label Types
• Configuring Menu Items
• Creating Associate Menu Items
• Assigning Associate Menu Items to a Parent Item

9 Event Maintenance

• Setting Up Event Categories
• Deleting Event Categories
• Setting Up Event Types
• Editing an Existing Event Type
• Deleting Event Types
• Setting Up Event Opponents
• Creating an Event
• Editing an Existing Event
• Deleting an Event

10 Ordering

• Creating an Event Order
• Creating a Standard Event Order
• Calculating Totals
• Posting Orders to the POS Client

11 Event Reports

• Sales Reports
  • Generating the Order Report
  • Generating the Accounts Receivable Report
  • Generating the Order Confirmation Report
  • Generating the Suites Standard Order Confirmation Report
  • Generating the Suites Standard Order Summary Report
  • Generating the Seats Order Confirmation Report
  • Generating the Seats Standard Order Confirmation Report
• Generating the Label Report
• Generating the Production Report
• Distribution Reports
  • Generating the Food Distribution Report
  • Generating the Food Distribution Report by Pantry
  • Generating the Food Distribution Report by Suites
  • Generating the Beverage Distribution Report
  • Generating the Beverage Distribution Report by Pantry
  • Generating the Beverage Distribution Report by Suite
  • Generating the Distribution Delivery Times Report
• Custom Reports
  • Generating the Custom Accounts Receivable Report
  • Generating the Custom Beverage Distribution Report
  • Generating the Custom Delivery Times Distribution Report
  • Generating the Custom Event Report
  • Generating the Custom Food Distribution Report
  • Generating the Custom Order Report
  • Generating the Custom Order Confirmation for Seats Report
  • Generating the Custom Order Confirmation for Suites Report
  • Generating the Custom Owner Report
  • Generating the Custom Production Labels Report
  • Generating the Custom Production Report
  • Generating the Custom Questions Report
  • Generating the Custom Standard Order Confirmation for Seats Report
  • Generating the Custom Standard Order Confirmation for Suites Report
• Historical Reports
  • Generating the Major Group Item Sales Report
  • Generating the Family Group Item Sales Report
  • Generating the Suites History Item Report
  • Generating the Suites History Item Details Report
  • Generating the Event Item Sales Summary Report
  • Generating the Owners History Item Report
  • Generating the Owners History Item Details Report
• Generating the Check Regeneration Report

12 Configuration Reports

• Generating the Event Report
• Generating the Owner Report
• Generating the Suite Report
• Generating the Questions Report
• Generating the Menu Item Report
• Generating the Production Report Type
• Generating the Label Type Report

13 Admin Tasks

• Configuring the Operational Settings
• Configuring the Default Import Settings
• Configuring the POS Settings
• Configuring the Suites License Count
• Configuring the Accounts Receivable Export Settings
• Adding an Image to the Home Page
• Translating Suites to Another Language
• Purging Events
• Reactivating Deleted Suite Owners
• Using the Audit Trail

14 POS Application Configuration

• Adding a Suites Interface in Simphony First Edition
• Adding a Suites Interface in Simphony
• Enabling the Suites Extension Application for Simphony
• Configuring Menu Items
  • Setting Up Menu Item Classes
  • Setting Up Menu Item Definitions
  • Setting Up Menu Item Prices
• Allowing Revenue Centers to Pick Up Suites Checks
• Allowing Employees to Pick Up Suites Checks
• Configuring a PC Autosequence to Import Closed Suites Checks
• Configuring Workstation Buttons in Simphony First Edition for Suites Check Operations
• Configuring Workstation Buttons in Simphony for Suites Check Operations
• Adding Translations for Suites Operations in Simphony

15 POS Client Operations

• Creating and Picking Up Suites Checks
• Splitting Off Items From a Suites Check and Adding Suite Owner Information