Contents

Title and Copyright Information

Preface

1 Basic Workstation Operations

• Online and Offline Communication Modes
• Updating Workstations After Configuration Changes
• Reloading and Refreshing the Check and Posting (CAPS) Database

2 Start of Shift

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

3 Guest Checks

• Beginning and Closing a Check
• Beginning a Fast Transaction
• Adding the Guest Count to a Check
• Open Check SLU Sorting Options
• Order Handling on Open Checks
• Firing Menu Items on a Check
• Sending Items to Order Devices While Remaining on the Check
• Re-firing Items to the Order Device
• 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
• Changing a Menu Item Price in the Current Round
• 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
• Check Transfers
• Transferring a Check Within a Revenue Center
• Transferring a Check to Another Revenue Center
• Suspend and Resume Checks
• Suspending and Resuming a Check
• Team Service and Team Checks
• Transaction Handling with Team Checks
• Team Service and Check Adjustment
• Team Check and Guest Check Combination
• 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
• Team Check Identification
• Team Check Transfers
• Follow Me Checks
• Setting and Changing the Default Printer
• Printing Customer Receipts in Multiple Languages
• Seat Filtering and Memo Checks
• Filtering a Check by Seat Number
• Removing a Seat from the Filter
• Changing the Seat Number of Menu Items on a Check
• Printing a Memo Check
• Adjusting a Closed Check
• Reopening a Closed Check
• Reprinting a Closed Check
• Voiding a Closed Check
• Applying Menu Item Tax Class Override

4 Menu Items

• Adding Menu Items Using Screen Look Up (SLU)
• Adding Menu Items Using Number Look Up (NLU)
• Splitting Off Items
• Splitting Off Items from a Suites Check
• Conversational Ordering
• Combo Meals and Groups
• Creating Combo Meals
• Using the Popup Condiment Orderer
• Declaring Waste
• Correcting Waste Checks
• Menu Item Waste Reports
• Menu Item Refills
• Refilling Menu Items
• Repeatable and Non-Repeatable Menu Items
• Repeating Menu Items

5 Discounts and Service Charges

• Applying a Discount Manually
• Applying a Coupon
• Applying a Service Charge
• Applying a Return
• Applying a Condiment Discount

6 Loyalty and Gift/Stored Value 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 Check Payment

• 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
• Performing a Mail Order Telephone Order (MOTO) Transaction

8 Engagement Cloud Service

• Engagement Auditing Tool
• Using the Engagement Auditing Tool
• Tracking Engagement Usage

9 Dining Room Management

• Host Command Area, Display, and Legend
• Dining Table Status
• Employee Lines
• Section Layout
• Enhanced Table Status and Functions
• Selecting a Table
• Creating and Deleting a Section Layout
• Changing a Section Layout
• Activating and Deactivating a Section Layout
• Closing a Section Layout
• Changing Server Availability
• Hiding Colors and Table Decorators from a Table
• Viewing the Employee Section Assignment Report
• Seating Management
• 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
• Employee Section Assignment Report
• Table Management System Gestures

10 Events

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

11 Rental Deposits

• Applying a Deposit to a Check
• Modifying Deposit Details on a Check
• Removing a Deposit From a Check
• Viewing and Searching for Deposits
• Refunding a Deposit