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Contents
Title and Copyright Information
Preface
1
Introduction to Simphony
EMC Basics
2
Getting Started
3
Enterprise
Inheritance and Overrides
Distribution
Configuring Distribution Privileges
Distributing Properties and Revenue Centers
Distributing Records
Distribution Based on Source, Destination, and Selected Options
Configuring Permissions for the EMC
4
Cloning Simphony Database Configurations
Extracting Data from the Source Environment
Uploading Data to the Target Environment
Post-Uploading Cloned Data Instructions
5
Log File Management
Modifying the Default Log Archive Purge Settings for Application Services
Enabling Log Archiving for Workstations
6
Properties
Adding a Property
Adding a Revenue Center
Revenue Center Groups
Configuring a Revenue Center Group
7
Zones
Creating Zones
8
POS Workstations
Workstation Tasks
Adding a Workstation
Configuring Workstation Transaction Settings
Setting Offline Transaction Posting Time
Configuring Workstation Security
Changing the Appearance of Workstations
Configuring the Magnetic Stripe Reader on the Oracle MICROS Tablet 720
Configuring the Barcode Scanner on the Oracle MICROS Tablet 720
Allowing Employees to Install and Authenticate POS Clients and Service Hosts
Using the Simphony POS Client and Mobile Solution Application on One Device
Configuring the Close Application Button
POS Clients Running Android Mobile Operating System
Android Functionality Support
Android Network Requirements
Android Payments
Workaround for Android Lollipop 5.0.2 and 5.1
Configuring the Android Device as a Workstation
Configuring an Android Workstation
Viewing and Editing Simphony Android Files
Wireless Signal Strength Threshold
Configuring Wireless Signal Strength Control Permissions
Configuring the Wireless Signal Strength Threshold for Tablet Devices
Configuring an Alpha-Numeric Keyboard
9
Language Settings and Translation
Language Translation Configuration Tasks
Configuring Translation Privileges
Configuring Languages
Configuring Workstation Translations
Configuring the EMC Translation Files
Translating Menu Item Records
EMC Record Translation
Translating Touchscreen Buttons
Setting Languages for the Property
Setting the Default Language for Employees
Setting the Default Language for a Workstation
Configuring Screen Language Buttons
Multiple Languages on Guest Checks and Customer Receipts
Printing a Secondary Language on Guest Checks and Customer Receipts
Configuring Right to Left Reading Languages
Creating a Print Language List Button
Creating Print Language Buttons
Copying Translations from One Language to Another
Exporting a Translation File
10
Privacy and Personal Data Management
Configuring Consent Messages
Withdrawing Consent
Removing Personal Data from Simphony
11
Employees and Privileges
Creating Employee Roles
Creating Employee Classes
Adding an Employee
Deleting an Employee
Changing Employee Information
Configuring Employee Shifts
Configuring Employee Breaks
Clock-In and Clock-Out Cycles
Setting Clock-In and Clock-Out Cycles
Job Codes
Configuring Job Codes
Declaring Tips
Configuring Tip Tracking and Reporting
Configuring Tip Track Buttons
12
Payments and Currency
Types of Payment
Configuring Currency
Configuring Base Currency and Alternate Currency
Configuring Currency Conversions
Configuring the Cash Tender
Adding Payment Keys to the Transaction Page
The Oracle Payment Interface (OPI)
OPI Architecture
Configuring the OPI Driver
Configuring the OPI Payment Module
Configuring the Default Payment Tender for OPI
Creating Credit Card Payment Buttons
Updating Credit Card Preambles for OPI
Configuring the OPI and SPI to Settle Transactions Automatically
Configuring the OPI and SPI to Settle Transactions Manually
Credit Card Preambles for OPI and SPI
The Simphony Payment Interface (SPI)
SPI Architecture
Payment Driver vs. Workstation Settings
OPI Users
Pay@Table
Check Sharing
Configuring the SPI Payment Driver
Configuring Mail Order Telephone Order (MOTO)
OPERA Self Pay
Configuring a Credit Card Tender
Credit Card Preamble
Configuring Standard Credit Card Preambles
List of Standard Credit Card Preambles for the U.S.
Configuring Credit Card Authorization to Print Merchant Vouchers and Customer Receipts
Configuring Credit Card Voucher Headers and Trailers
Configuring the Room Charge Tender
Configuring the OPERA PMS Payment Driver
Configuring the Loadable PMS Payment Module
Configuring the OPERA Self Pay Button
Configuring Email Receipts
Configuring a Tender with Charged Tips
Autosequence Events
Configuring Autosequence Events
Configuring the Autosequence Event Schedule
Removing Legacy Credit Card Drivers
13
Taxes
Tax Rates and Tax Classes
Configuring Tax Rates and Classes
Tax Parameters
Configuring Tax Parameters
Tax Labels
Configuring Tax Labels
Serving Periods
Configuring a Serving Period
Order Types
Configuring Order Types
Configuring Order Types as Subtotal Keys
Configuring Touchscreen Buttons for Order Types
Printing Tax Rate Per Item
Configuring Tax Rates Per Item to Print on Guest Check, Customer Receipt and Journal
Configuring Workstation Number and Transaction Number to Print on Guest Check, Customer Receipt, and Journal
Surcharges
Configuring Surcharges
Configuring the Menu Item Tax Class Override
Configuring Options for Australia GST Requirements
14
Discounts
Manual Discounts
Automatic Discounts
Automatic Discount Rules
Awarding Algorithms
Discount Award Types
Discount Exclusivity
Simple Exclusivity
Group Exclusivity
Menu Item Groups
Configuring Menu Item Groups
Configuring Discount Privileges
Configuring Discounts
Configuring Effectivity Groups
Automatic Discounts with Decimal Quantity Menu Items
Amount Off Examples
Amount Substitution Examples
Configuring Decimal Quantity Menu Items
Configuring an Item Price Substitution Discount
Configuring a Quantity Threshold Discount
Configuring a Total Price Threshold Discount
Configuring a Combination Pricing Discount
Configuring a Sales Price Discount
Discounts With Condiments
Configuring Condiments as Discount Triggers
Configuring Discounts for Parent Menu Items in a Menu Item Class
Configuring a Condiment as the Discount Award
Creating the Discount Button
15
Service Charges
Configuring Service Charges
Creating Service Charge Buttons
Menu Item Fees
Configuring Menu Item Fees
16
Menu Items
Configuring Menu Items
Adding and Disabling Menu Items
Configuring Employee Privileges to Edit Menu Item Definitions and Prices
Configuring Employee Privileges for Menu Item Availability Adjustments
Configuring Menu Item Availability for Multiple Definitions at the Workstation
Adding the Menu Item Availability Key to the Transaction Page
Adding Menu Item Keys to the Transaction Page
Adding the Edit Menu Item Key to the Transaction Page
Repeatable Menu Items
Configuring Menu Items to be Repeatable
Configuring a Repeat Round Button
Menu Item Distribution
Distributing Menu Items
Searching and Filtering Menu Items
17
Categorizing Menu Items into Groups
Configuring Major Groups
Configuring Family Groups
18
Menu Item Master Records
Configuring Master Records for Menu Items
19
Menu Item Search and Report
Generating the Module Reference Report
20
Menu Item Classes
Configuring Menu Item Classes
Print Groups
Configuring Print Groups for Menu Item Classes
21
Menu Item Definitions
Adding Menu Item Definition Records to Multiple Menu Item Masters
Adding Menu Item Definition Records to a Single Menu Item Master
Configuring Menu Item Definitions
Allowing Users to Override Restricted Menu Item Ranges
22
Menu Item Prices
Configuring Menu Item Prices
Configuring Menu Item Prices for Multiple Definitions
23
Menu Levels
Setting Main, Sub, and Custom Menu Levels
Setting the Default Main and Sub Levels for Serving Periods
Configuring Auto Menu Levels
Setting the Default Menu Levels for a Revenue Center
Configuring Active Menu Levels for Menu Item Definitions and Prices
24
Sales Itemizers
Configuring Sales Itemizers
25
Screen Look Up (SLU)
Configuring Screen Look Ups for Menu Items
Configuring Screen Look Ups for Discounts
Configuring Screen Look Ups for Service Charges
Configuring Menu Item Screen Look Ups by Family Group
Configuring Menu Item Screen Look Ups by Major Group
Configuring Menu Item Screen Look Ups by Menu Item Master Group
Configuring Screen Look Ups for Custom Reports
Configuring Screen Look Ups for Open Checks
26
Number Look Up (NLU)
Configuring Number Look Ups for Discounts
Configuring Number Look Ups for Service Charges
Configuring Number Look Ups for Tender/Media Records
Configuring Number Look Ups for Main and Sub Levels
Configuring Number Lookups for Menu Items
Configuring NLU Groups
27
Weighed Menu Items
Configuring a Weighed Menu Item
Setting the Tare Weight for a Menu Item
28
Menu Item Waste
Allowing Employees to Begin Waste Checks and Run Waste Reports
Configuring Waste Reasons
Configuring Waste Receipt Headers and Trailers
Hiding Price Details on Waste Checks
Creating the Declare Waste Button
29
Menu Item Refills
Allowing Employees to Refill Menu Items
Making Menu Items Refillable and Configuring the Refill Limit
Adding Refill Buttons
30
Condiments
Condiment Groups and Condiment Sets
Configuring Condiment Groups
Creating Menu Item Classes for Condiment Groups
Creating Menu Item Master Records for Condiments
Configuring Condiment Sets
Assigning Condiments to Parent Menu Item Classes
Assigning Default Condiments to Parent Menu Items
Condiment Prefixes
Creating Condiment Prefix Menu Items
Creating Menu Item Classes for Prefixes
Using Condiment Prefixes with Menu Item Classes
Disabling Condiment Prefixes
Configuring Touchscreen Buttons for Condiment Prefixes
Setting Condiment Appearance
Popup Condiment Orderer
Configuring a Popup Condiment Orderer Page
Configuring a Revenue Center to Use the Popup Condiment Orderer
Configuring Menu Items Linked to Classes to Use the Popup Condiment Orderer
31
Combo and Fixed Price Meals
Combo Meal Group Pricing
Placeholder Menu Items in Combo Meals
Creating Combo Meal Groups
Creating Combo Meals
Configuring Additional Combo Meal Settings
Creating Combo Meal Pages
Configuring a Smart Key to Show Menu Level Buttons
Combo Meal Function Keys
32
Guest Checks
Configuring Guest Check Numbers
Configuring Guest Check Headers and Trailers
Creating a Service Total to End the Current Service Round of Checks
Adding a Service Total Key to the Transaction Page
Configuring Open Checks on Revenue Centers to Automatically Cancel
Fast Transactions
Configuring Fast Transactions
Full Seat Checks
Configuring a Print Full Seat Check Service Total
Creating a Full Seat Check Button
Splitting Off an Item
Configuring a Split Off Item Button
Conversational Ordering
Creating Menu Item Master Groups for Conversational Ordering
Configuring Menu Level Sets for Conversational Ordering
Configuring Menu Item Classes for Conversational Ordering
Configuring Menu Items for Conversational Ordering
Creating Buttons for Conversational Ordering
Configuring Employee Privileges for Automatic Check Firing
Configuring Automatic Check Firing
Configuring Employee Privileges for Check Re-firing
Configuring the Check Re-fire Button
Suspend and Resume
Configuring Suspend and Resume
Creating a Suspend and Resume Button
Setting the Employee Auto Sign Out Period
Follow Me
Configuring Follow Me Checks
Order Handling on Open Checks
Holding and Sending Items to Order Devices
Configuring Send and Stay
Setting the Hold and Fire Option
Setting the Hold and Fire Tender Notification
Setting a Reminder for Items on Hold
Configuring Checks with Items on Hold to End Current Service Round
Configuring Check Handling For Closing Checks With Held Items
Configuring Item Hold Buttons
Configuring the Fire Now Button
Team Service
Reports and Totals Posting for Team Checks
Enabling Team Service
Configuring Team Service Privileges
Configuring Revenue Centers to Delete Service Teams at the Start of Day
Adding Team Service Buttons
Closed Guest Check Operations
Configuring Closed Check Settings
Allowing Employees to Adjust Closed Checks
Allowing Employees to Reopen and Edit a Closed Check
Allowing Employees to Reprint Closed Checks
Allowing Employees to Manually Replay Checks Through the Workstation
Check Add/Transfer
Allowing Employees to Add or Transfer Checks
Configuring the Add/Transfer Revenue Centers
Configuring Add/Transfer Buttons
Seat Filtering and Memo Checks
Configuring Memo Check Printing
Configuring Service Charges for Seat Filtering
Configuring Seat Filter Management Buttons
33
Workstation Touchscreen Pages
Page Design
Assigning Default Touchscreen Pages
Configuring Function Keys
Configuring Macros
34
Rental Deposits
Configuring Deposits as a Menu Item
Configuring Deposits as a Service Charge
Configuring Rental Deposit Buttons
35
Resetting Daily Totals
Start of Day
Start of Day Business Rules
Start of Day with Offline Workstations or Server
Configuring Start of Day
36
Updating POS Client Configuration
Setting the Database Update Frequency
37
Clearing Totals
Running the Clear Totals Operation
38
Check and Posting Service (CAPS)
CAPS Configuration Methods
CAPS Supported Software and Hardware
CAPS Configuration Tool
Prerequisite Products for CAPS
Tasks to Set Up CAPS as a Web Service on Microsoft Internet Information Services (IIS)
Configuring CAPS on Microsoft IIS with Oracle Database on Enterprise Server
Configuring CAPS Access
Configuring the Service Host for CAPS in EMC
Configuring CAPS with an Oracle Database
Configuring CAPS on Microsoft IIS
Configuring CAPS on Microsoft IIS with Oracle Database on Remote Service Host
Configuring CAPS Access
Configuring the Service Host for CAPS in EMC
Preparing the Server to Configure CAPS
Scheduling and Viewing Device Information
Device Information Needs Attention State
Configuring CAPS with an Oracle Database
Configuring CAPS on Microsoft IIS
Upgrading Microsoft IIS CAPS
Upgrading Microsoft IIS CAPS on Enterprise Server
Upgrading Microsoft IIS CAPS on Remote Service Host
Configuring CAPS as a Windows Service with an Oracle Database
Configuring CAPS Access
Configuring the Service Host for CAPS in EMC
Preparing the Server to Configure CAPS
Scheduling and Viewing Device Information
Device Information Needs Attention State
Configuring CAPS with an Oracle Database
Copying the Database Settings
Starting the CAPS Service
Optional CAPS Configuration Tasks
CAPS Optimization for High Loads
Configuring the Show Database Provider Button
Encrypting Database Credentials
Verifying CAPS Installation
Configuring IIS Application Pool Settings
Configuring Recycle Settings for the IIS Application Pool
Restarting Microsoft IIS CAPS
CAL Installation Prerequisites for a Workstation without the POS Interface (CAPS Only Workstation)
Configuring the Deployment Schedule to Install CAL on a Workstation without the POS Interface
Installing CAL on a Workstation without the POS Interface
39
Printers
Print Controller
Roll Printer
Slip Printer
Internet Protocol (IP) Printer
Bluetooth Printer
Printer Groups
Configuring a Printer
Creating, Editing, and Removing Printer Groups
Configuring the Change Default Printer Destination Button
Configuring a Printer Order Device
Secondary Printing
Configuring Secondary Printing
Printer DIP and Memory Switch Settings
Epson Printer Setup for IDN Module
Printer DIP Switch/Memory Switch Setting when using UB-IDN (IDN02) Interface
Printer DIP Switch/Memory Switch Setting when using UB-IDML (IDNML02) Interface
Printer DIP Switch/Memory Switch Setting when using UB-E02 (E03) Interface
Printer DIP Switch/Memory Switch Setting when using UB-EML Interface
Printer DIP Switch/Memory Switch Setting when using UB-EML02 Interface
DIP Switch Definitions
40
Logo Printing
Uploading a Logo to Simphony
Assigning a Logo to Guest Checks and Customer Receipts
41
Banquet Guest Check Printing
Configuring Employee Privileges for Banquet Guest Check Printing
Configuring Banquet Guest Check Buttons and Prompts
Adding a Banquet Guest Check Printer and Various Print Settings
Creating and Printing Banquet Guest Checks From a POS Workstation
42
Configuring Pre-Production Chits to Output to Remote Printers
Configuring Print Classes for Pre-Production Chits
Configuring Tender/Media - Service Total Records for Pre-Production Chits
Configuring Menu Item Classes for Pre-Production Chits
Configuring a Page Design Button for Pre-Production Chits
Example of a Pre-Production Chit
43
Peripheral Devices
Cash Drawer Assignment and Unassignment
Configuring a Cash Drawer
Coin Dispenser
Configuring a Coin Dispenser
Magnetic Stripe Reader
Installing the MSR Sleeve for Oracle MICROS Tablet E-Series 8-Inch and 11-Inch Devices
Configuring a Magnetic Stripe Reader
Testing the MSR Sleeve for Oracle MICROS Tablet E-Series 8-Inch and 11-Inch Devices
Barcode Reader Setup
Configuring a Barcode Reader
Configuring the 1D/2D Imager Scanner
Fingerprint Scanning
Configuring Employee Privileges for the Fingerprint Reader
Configuring the Touchscreen Home or Sign In Page to Assign Employee Personal Identification Number (PIN)
Configuring the Workstation Employee Fingerprint Sign In Options
Scanning a Fingerprint
Configuring a Scale
Sales Recording Module (SRM)
Enabling SRM for a Property
Configuring SRM Payment Types for Tenders
Enabling SRM for Printers
Configuring the Quebec SRM Control Button
Allowing Employees to Enable and Disable SRM from the Workstation
44
Reporting
Allowing Employees to Run Reports
List of Workstation PMC Reports
Closed Check Report Codes
Configuring Employee Privileges for Oracle Hospitality Reporting and Analytics
Configuring the Log Files for Oracle Hospitality Reporting and Analytics
Viewing Move History Logs
Configuring Data Retention Limits
45
Auditing
Using the Audit Trail
Using Audit This Record
46
Importing and Exporting Data
Configuring the Import/Export Service Privileges
Configuring the Import/Export Service
Configuring Task Schedules for Export Reliability
Increasing the Import File Size
Import/Export Service Components
47
Loyalty and Gift Card Interfaces and Drivers
Loyalty and Stored Value Configuration Prerequisites
Loyalty Configuration Tasks
Configuring Loyalty and Stored Value Privileges
Setting Loyalty Options
Configuring the Loyalty Driver
Configuring the Loyalty Module
Stored Value Configuration Tasks
Setting Stored Value Options
Configuring the Stored Value Driver
Configuring the Stored Value Module
Creating Loyalty and Stored Value Buttons
Voiding Points on a Re-opened Check
XProcessor Extension Application Migration
48
Events
Configuring Event Privileges and Permissions
Specifying Ad Hoc Reports
Enabling Events
Configuring Event Types and Sub Types
Creating an Event
Configuring an Event Area
Linking Events
Breaking Linked Events
Cancelling an Event
Configuring Event Information to Print on Checks and Receipts
Creating Task Schedules
Configuring the Event Status Bar
Configuring the Event Buttons
Event Information in Reporting and Analytics Reports
49
Dining Room Tables and Seating
Standard and Enhanced Table Management
Configuring the Standard Table Management Interface
Creating Standard Dining Tables
Configuring the Standard Dining Table Status Set
Table Management
Reservation List
Wait List
Table Management, Reservation, and Wait List Configuration Prerequisites
Configuring Table Management Privileges
Configuring Reservation Privileges
Configuring Wait List Privileges
Configuring Servers for Table Management
Configuring Properties for Table Management
Configuring Custom Images for Table Management
Configuring KDS or Dining Course Colors and Images for Table Management
Configuring Dining Course Pacing
Configuring the Service Total Tender for Table Management
Enhanced Dining Tables
Setting Dining Table Classes
Setting Enhanced Dining Table Attributes
Configuring Enhanced Dining Tables
Setting Table Decorator Images
Configuring Server and Table Availability
Setting Table Management Options
Configuring Table Suggestion Factors
Table Management Alerts
Configuring Alerts
Table Management Sections
Configuring Sections
Creating the Touchscreen Reservation List
Creating the Touchscreen Wait List
Touchscreen Page Table Management Tasks
Host Command Area
Configuring the Host Command Area
Dining Table Status
Configuring the Dining Table Status
Employee Lines
Configuring Employee Lines
Section Layout
Creating a Section Layout
Creating Enhanced Dining Tables
Setting Table Management Functions in Check Detail
Creating the Employee Section Assignment Report Button
Configuring Table Cancellation Reasons
Setting Reservation Timing Parameters
Setting Wait List Timing Parameters
Reservation Periods
Configuring Effectivity
Configuring Acceptance Limits
Configuring Occupancy Limits
Configuring Seating Limits
Configuring Target Turn Times
Table Management Configuration Levels
Reservation Configuration Levels
Wait List Configuration Levels
50
Enterprise Cash Management
Configuring Data Retention Limits
Specifying Ad Hoc Reports
Configuring ECM Privileges and Permissions
Allowing Users to View Blind Totals
Allowing Assigned Receptacle Access and Counts
Configuring Accounting Methods for Users
Allowing Users to Override Employee Class Options
Tracking Tender Transaction Items
Tracking Service Charge Transactions
Tracking Discount Transactions
Creating, Editing, and Deleting Cash Management Reasons
Cash Management Classes
Adding Transaction Items
Adding Counting Units
Cash Pull Threshold Set
Creating, Editing, and Deleting a Cash Pull Threshold Set
Cash Count Threshold Set
Creating, Editing, and Deleting a Cash Count Threshold Set
PAR Level Set
Creating, Editing, and Deleting a PAR Level Set
Count Sheet
Creating, Editing, and Deleting a Count Sheet
Creating, Editing, and Deleting an Account
Creating, Editing, and Deleting a Vendor
Creating and Editing a Template
Creating, Editing, and Deactivating Receptacles
Setting Cash Management Parameters
Creating Cash Management Touchscreens and Dashboard
Configuring a Smart Key on a Workstation
Configuring a Till Through Extensibility
Configuring a Bank Deposit Reference Through Extensibility
ECM Reporting
Enabling Reports in Enterprise Back Office
ECM Enterprise Information in Reporting and Analytics Reports
ECM Property Reports
ECM Workstation Hardware
ECM Configuration Levels
51
Engagement Cloud Service
System Requirements and Supported Devices
Security Precautions
Assigning Privileges for Engagement Administrative Users
Language Translation Tasks
Adding a New Language to Hub and Welcome Pages
Adding a Language to the EMCWeb File
Adding a Language File to the Engagement Configuration Application Server
Setting Multiple Languages
Engagement Manager Procedures
Adding Engagement Manager Procedure Tiles to the Hub Page
Editing the Check Header and Trailer
Editing Bulk Menu Item Prices
Adding an Employee From a Template
Deactivating an Employee
Adding a New Menu Item Using an Existing Menu Item as a Template
Adding Images to Menu Items
Adding or Changing an Employee’s Profile Image
Creating Pages for Engagement Users
Modifying Pages for Engagement Users
Assigning Logos and Colors to Pages
Assigning Default Welcome and Hub Pages
Widgets
The IP Camera Widget
Adding and Moving Widgets
Creating Tiles (Adding Widgets to a Page)
Adding Command Buttons
Configuring Widget Timing Values
List of Widgets
Viewing the Maximum Data Limit for Hosted Engagement Server
52
Extension Applications
Configuring Extension Application Privileges
Enabling Extension Applications
53
Transaction Services
Configuring the Transaction Services Workstation Client
Configuring the Transaction Services Default Employee
Order Information Service
Activating the Extension Application for Order Information Service
Configuring Touchscreen Order Information Service Buttons
Order Information Service Functions and Extensibility Arguments
54
Cruise Ship Time Zone and Business Day Settings
Changing the Time Zone
Start of Business Day
Configuring Start of Day
Workstation Control Privileges
Configuring Workstation Control Privileges
55
Interfaces with Simphony
Configuring a Rear Marketing Display (RMD)
OPERA PMS Enhanced Interface Features and Requirements
Inserting the Extension Application Files for OPERA
Configuring OPERA Content Information
Content Text Settings for the OPERA PMS
Configuring the OPERA PMS Interface
Enabling the OPERA PMS Interface for a Revenue Center
Adding the Tender/Media Data Extension for OPERA
Configuring the Tender Media for OPERA
Configuring the Room Charge Buttons for the OPERA PMS
Updating the SIM OPERA Interface to a Newer Version
56
Accessibility
Enabling High Contrast Visibility Settings
Navigating the Home Page Using Keystrokes
Keyboard Shortcuts
Scripting on this page enhances content navigation, but does not change the content in any way.