Table of Contents
- Title and Copyright Information
- Preface
- 1 Introduction to Simphony
- 2 Getting Started
- 3 Enterprise
- 4 Cloning Simphony Database Configurations
- 5 Log File Management
- 6 Properties
- 7 Zones
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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
- Configuring an Alpha-Numeric Keyboard
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POS Clients Running Android Mobile Operating System
- Android Functionality Support
- Android Network Requirements
- Android Payments
- Configuring the Android Device as a Workstation
- Configuring an Android Workstation
- Viewing and Editing Simphony Android Files
- Installing the Android Service Host
- Upgrading and Downgrading the Android Service Host
- Workaround for Android Lollipop 5.0.2 and 5.1
- Wireless Signal Strength Threshold
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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
- Copying Translations from One Language to Another
- Exporting a Translation File
- 10 Privacy and Personal Data Management
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11
Employees and Privileges
- Creating Employee Roles
- Creating Employee Classes
- Allowing Users to Override Employee Class Options
- Menu Item Field Security
- Adding an Employee
- Deleting an Employee
- Changing Employee Information
- Configuring Employee Shifts
- Configuring Employee Breaks
- Configuring Time Card Chit Printing
- Clock-In and Clock-Out Cycles
- Setting Clock-In and Clock-Out Cycles
- Declaring Tips
- Configuring Tip Tracking and Reporting
- Configuring Tip Track Buttons
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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
- Configuring the SPI Payment Driver
- Configuring Mail Order Telephone Order (MOTO)
- Configuring Cash Back
- Allowing Employees to Authorize and Perform Cash Back
- Configuring Activate, Issue, and Reload Gift Cards with SPI
- Configuring Default Gift Card Redemption and Cash Out Gift Card with SPI
- Configuring Gift Card Providers for SPI
- Configuring Gift Card Tender Parameters for SPI
- Creating SPI Gift Card Buttons
- 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
- Configuring Equal Payment Functionality
- Removing Legacy Credit Card Drivers
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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
- 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
- Configuring Prorated Taxes for Each Combo Meal Menu Item Price as a Percentage of the Total Combo Meal Price
- Surcharges
- Configuring Surcharges
- Configuring the Menu Item Tax Class Override
- Configuring the Parent Item Tax Class Override
- Configuring Australian Goods and Services Tax (GST)
- 14 Order Types
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15
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
- 16 Service Charges
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17
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
- 18 Categorizing Menu Items into Groups
- 19 Menu Item Master Records
- 20 Menu Item Search and Report
- 21 Menu Item Classes
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22
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
- Configuring Menu Tag Groups and Tags
- Associating a Menu Item Definition with a Tag
- Allergen, Nutrition and Consumer Advisory Information
- Adding Dietary Labels to Menu Item Masters
- 23 Menu Item Prices
- 24 Menu Levels
- 25 Sales Itemizers
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26
Screen Look Up (SLU)
- Creating 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
- 27 Number Look Up (NLU)
- 28 Weighed Menu Items
- 29 Menu Item Waste
- 30 Menu Item Refills
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31
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
- 32 Combo and Fixed Price Meals
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33
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 Pickup Next Check by Check Open Time
- Configuring Pickup Next Check by Service Total Time
- 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
- Adding the Assign Opera Account 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 (Autofire)
- 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
- Allowing Employees to Edit Guest Check ID on Open Check
- 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
- 34 Workstation Touchscreen Pages
- 35 Rental Deposits
- 36 Resetting Daily Totals
- 37 Updating POS Client Configuration
- 38 Clearing Totals
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39
Check and Posting Service (CAPS)
- CAPS Configuration Methods
- CAPS Configuration Tool
- Prerequisite Products for CAPS
- Configuring CAPS on Microsoft IIS with Oracle Database on Enterprise Server
- Configuring CAPS on Microsoft IIS with Oracle Database on Remote Service Host
- Upgrading Microsoft IIS CAPS
- Configuring CAPS as a Windows Service with an Oracle Database
- Optional CAPS Configuration Tasks
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40
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
- Print Class Output
- Secondary Printing
- Configuring Secondary Printing
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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
- 41 Logo Printing
- 42 Banquet Guest Check Printing
- 43 Configuring Pre-Production Chits to Output to Remote Printers
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44
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
- 45 Reporting
- 46 Auditing
- 47 Importing and Exporting Data
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48
Loyalty and Gift Card Interfaces and Drivers
- Loyalty and Stored Value Configuration Prerequisites
- Configuring Valutec Installation Files
- 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
- 49 XProcessor Gift Cards and Plug-ins
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50
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
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51
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
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52
Enterprise Cash Management
- Configuring ECM Privileges and Permissions
- Allowing Users to View Blind Totals
- Allowing Assigned Receptacle Access and Counts
- Configuring Accounting Methods for Users
- 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 Till Through Extensibility
- Configuring a Bank Deposit Reference Through Extensibility
- Specifying Ad Hoc Reports
- 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
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53
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
- 54 Extension Applications
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55
Transaction Services
- Enabling Simphony Transaction Services Gen 2 for Revenue Centers
- Enabling Simphony Transaction Services for Workstations
- Location-Based API Requirements for Simphony Transaction Services Gen 2
- Configuring Menu Item Definitions, Family Groups, and Condiment Group Names Consumer-Facing Settings
- Configuring Discounts, Tender/Media, and Service Charges Consumer-Facing Settings
- 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
- 56 Cruise Ship Time Zone and Business Day Settings
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57
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
- 58 Accessibility
- 59 Remote Support