Contents

Title and Copyright Information

Preface

1 Employee Management

2 Manager Tasks for Workstation Reports and Procedures

• Running Workstation Reports
• Changing Employee Settings
• Running Workstation Diagnostics
• 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

3 POS Operations Management

• Locking and Unlocking POS Operations From the Property
• Closing a Workstation
• Updating and Reloading the Workstation Database
• Running Start of Day Manually
• Closed Guest Check Operations
• Adjusting a Closed Check
• Reopening a Closed Check
• Reprinting a Closed Check

4 Enterprise Cash Management (ECM)

• Using the Cash Management Dashboard
• Opening a Receptacle Session
• Adding Funds (Safe Only)
• Performing an ECM Paid-In
• Performing an ECM Paid-Out
• Counting a Receptacle Session
• Recalling a Saved 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
• Till Assignment Status with Smart Key
• Adjusting the Starting Amount
• Auditing a Till
• Pulling Cash
• Unassigning a User From a Till
• Unassigning a Till From a Cash Drawer
• Reopening a Receptacle Session
• Viewing the Receptacle Status
• No Sale Operation
• Viewing ECM Alerts and Summary with the Engagement Cloud Service
• Tablet Swaps 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
• ECM Property Reports

5 Simphony Web Portal (SWP)

• Starting the SWP
• Downloading CAL and EMC Client Setup Packages
• Updating the EMC Client

6 Import and Export of Data

• File Export
• Creating an Export Schedule
• Generating a File to Export
• Preparing Single Menu Item Data Files for Import
• Importing Menu Item Files
• Preparing Event Data Files for Import
• Importing Event Files

7 Order Information Service

• Assigning Checks to a Delivery Agent
• Closing a Check After Delivery or Pickup
• Closing All Open Checks