- Configuration Guide
- Menu Item Classes
- Configuring Menu Item Classes
Configuring Menu Item Classes
For information about configuring menu item classes for condiments and fixed price meals, see Creating Menu Item Classes for Condiment Groups.
- Select the Enterprise, property, revenue center, or zone, click Configuration, and then click Menu Item Classes.
- Insert a new record, and then enter a name for the new menu item class.
- Double-click the new menu item class.
- On the General tab, configure the
appropriate settings:
Table 22-1 General Menu Item Class Fields
Field Description Tax Class
Select the tax class to apply to the menu item class. To leave the tax class blank, select 0 - None.
Tax Rates and Tax Classes contains more information about tax classes.
Main Level Popup
Select the Main Level of the transaction that becomes active after ordering a menu item from the menu item class.
Sub Level Popup
Select the Sub Level of the transaction that becomes active after ordering a menu item from the menu item class.
Privilege Group
Select a Privilege Group number to restrict the use of menu items in the menu item class to employees who are linked to the same Privilege Group.
To enable all employees to order items in the menu item class, select 0 (zero).
Sales Itemizer
Select the Sales Itemizer that is associated with this Menu Item Class.
The Sales Itemizer is often used for interface (Property Management System) purposes, or to replace the Subtotal on printed guest checks and customer receipts. You can either see the Subtotal, or Food, Liquor, Beer, and Wine.
Discount Itemizer
Select the discount itemizer to determine which discounts can apply to specific menu items.
Srv Chrg Itemizer
Select the Service Charge Itemizer that is associated with this Menu item Class. The Service Charge Itemizer is used to determine which Service Charges can be applied to specific menu items. Note that the automatic service charge is unaffected by this setting; only Menu Item Class Option 12 - Add to Automatic Service Charge Itemizer affects the Automatic Service Charge posting.
HALO
Enter the High Amount Lock Out (HALO) value for menu items in this Menu Item Class. This field represents the total dollar amount of the items that are being ordered, and it is often used for Open Priced menu items. For example, if this field is set to 50, the operator is prompted to confirm items in this class if they exceed 50.00. Note that the entered value must contain all zeroes except for the first digit. Valid values are: 2, 20, 200, 2000. Invalid values are 45, 450, 405.
HALO is also often used for preset priced menu items to safeguard against erroneous entry. For example, the price of Coffee is $1.00. A workstation operator could post 1 Coffee, 5 Coffees or 10 Coffees if someone is getting coffee for their entire office. It is unlikely that someone would order 100 Coffees ($100). It is likely that someone ordering 10 Coffees inadvertently presses an extra 0 when entering the quantity.
KDS/Dining Course
Select the course to which items in this Menu Item Class belong. You must also select Menu Item Class option 45 - Use KDS/Dining Course Number.
Default Master Group
Select the default parent item for a condiment during conversational ordering. This field should only be set for condiments; it is meaningless for parent items.
Condiment Order Type
Select the method for adding a condiment to a check.
Condiment Order Popup
Select the Popup Condiment Orderer page to automatically pop up when adding a menu item with required condiments.
Condiment Edit Popup
Select the Condiment Orderer page to automatically pop up when selecting a menu item with required condiments in the check detail
Pricing Calculation
Select the calculation method to use for pricing menu items in the class.-
To base the price on the amount entered, select 0 - Based on entered count
-
To base the price on the rounded up count, select 1 - Based on sales count when sales rounded up.
Count Display
Select the manner in which the amount appears for a decimal item on the workstation and printers.-
0 - Show entered amount
-
1 - Show sales count amount with entered count as reference
The count for an item can be entered as a decimal. There are two counts kept for an item; the entered amount, and the sales count. The sales count is always the entered amount if the entered amount is a whole number. If the entered amount is not a whole number then the sales count is the entered amount, only rounded up. For example, if a user enters 1.5, then the entered amount is 1.5 and the sales count is 2. This field determines whether the entered amount or the sales count appears on workstations and printers.
Count Entry
Select the manner in which workstation operators can enter the sales count of an item in the class.
Print Group
Enter the Print Group (1-99). The sorting mechanism uses this value for receipt printing, check detail, and order output devices. When the items are set to use groups for sorting, the items appear from lowest group number to highest.
Print Class
Select the print class for the menu item class.
If the Condiment Prefix Type is set to anything except 0 - Not a Prefix, prefix condiments follow the same print class setting chosen for the condiment with which they are associated.
KDS Highlight Scheme
Select the KDS Highlight Scheme color to display menu items on the KDS.
Condiment Prefix Type
Select the prefix type associated with the condiment type.
Condiment Handling with Parent Item Switching
Select from the following condiment behaviors to use for default and other Condiments, when the parent item is switched in Conversational Ordering:-
0 - Condiments Remain Unchanged: Condiment modifications will be unchanged.
-
1 - Reset Default Condiments Only: Only default condiments for a menu item reset.
-
2 - Reset All Condiments: All condiment types reset.
All options are applicable when Condiment Prefixes are used.
Next Page/Panel
Select a Page or Panel that the order screen switches to after a menu item associated with this class is ordered.-
Page: From the drop-down list, select the next screen to which the workstation user is directed.
-
Panel: If you select a tabbed template, this area specifies which tab to navigate to after pressing the button.
To use the Next Page functionality in the Menu Item Classes module, Oracle recommends that you configure a Sales SLU screen in the Page Design module, and then select this newly created SLU page from the Page drop-down list and Save.
Ensure that menu items are assigned the proper SLU from the Menu Item Definition record; this allows workstation operators to add the menu item from the SLU page.
To enable a hard-coded menu item key to navigate to another page, configure the Next Page/Panel fields for the actual menu item key in the Page Design module.
Maximum Refill Count
Enter the maximum number of refills allowed (up to 99).
Refill Descriptor
Enter the optional label to identify refill items when printed on order chits (up to 12 characters).
Service Charge Group
Select the Service Charge Group to apply to this Menu Item Class. Select 0 - None for no service charge.
Pre-Production Chit Print Class
Select a Print Class to print pre-production chits to remote printers for the menu items assigned to this Menu Item Class. Remote pre-production chit printers are assigned in the Print Classes module.
See Configuring Pre-Production Chits to Output to Remote Printers for more setup information.
Allergen Class
Select the Allergen Class for the Menu Item Class.
-
- Click the Options tab, and then
select the appropriate options.
Table 22-2 Menu Item Class Options
Option Description 1 - On = Open-Priced Menu Items; Off = Preset Menu Items
Select this option to require workstation operators to enter a price when adding a menu item in the class. Deselect this option if you are using preset prices.
2 - On = Condiment Menu Items; Off = Regular Menu Items
Select to designate menu items as condiments. Deselect for regular and parent menu items.
3 - Negative Priced Menu Items
Select this option to have menu items in this class post a negative price. This option causes a minus sign (-) to appear before the price.
4 - Increment Seat Number With Sale of these Menu Items
Select this option to increase the seat number each time a workstation operator adds a menu item in the class. This feature is not available when seat filtering is active.
5 - Reference Entry Required
Select this option to require workstation operators to enter a reference entry when adding menu items in the class. The text that is entered outputs to order devices, checks, receipts, and journals.
6 - Validation Required
Select this option to print a validation chit at the validation printer designated in the Workstation module.
7 - Item Discounts May Be Applied to these Menu Items
Select this option to allow menu items in the class to be discounted with an item discount (manual discount only).
8 - Allow Menu Items in this Class to be Non-Priced
Select this option to allow menu items in the class to be non-priced. When selected, priced menu items in this class post a sales and count total when ordered, and appear on reports; non-priced items do not post a sales count and do not appear on reports.
Priced menu items do not require an entry on the Menu Item Price form.
9 - Condiment Changes Print Group of Parent Menu item
Select to force a parent menu item that is modified by a condiment, to use the Print Group assigned to the condiment.
10 - ON = Use Sub Level Pricing; OFF = Use Main Level Pricing
Select this option to apply Sub Level pricing to menu items assigned to the menu item class.
11 - Add to Guest Count
Select this option to increase the guest count each time a workstation operator adds menu items that are assigned to the class. When this option is selected and the Guest Count field is set to 0, Simphony increments the guest count in the transaction by one.
If a workstation operator uses the Number of Guests function key during a transaction, the guest count no longer increments when menu items in the class are added to the check.
Revenue Center Parameters option 8 - Use Number of Seats for Guest Count overrides this option.
12 - Add to Automatic Service Charge Itemizer
Select this option to add sales of the menu items in this class to the Automatic Service Charge itemizer. Automatic service charges apply to all menu items associated with Menu Item Classes where this option is enabled.
13 - Print Price on Order Chit
Select this option to print the menu item price on order devices. This option is typically used with open-priced menu items. Order Devices option Wrap Condiments overrides this option.
14 - Do Not Put in Transaction Detail
Select this option to prevent zero-priced or non-priced menu items in the class from printing, appearing, or posting.
15 - Weighed Items
Select if all menu items in this class are sold by weight.
17 - Print Name 1 and Name 2 on Checks
Select this option to print the First Name and the Second Name (from the Menu Item's Definition record) of all menu items associated with the class on guest checks. For example, with wine menu items, the First Name shows the name of the wine, while the Second Name shows the Bin Number and the type of wine.
18 - Print Name 2 on Order Output instead of Name 1
Select this option to print the Second Name, if defined, of menu items associated with this class on order devices. If a Second Name is not defined, the First Name is used.
Order Devices option 11 - Print Both Menu Item Names overrides this option.
19 - Use Name 2 on Touchscreens instead of Name 1
Select this option to show the Second Name, if defined, of menu items in this class on touchscreen keys. If a Second Name is not defined, the First Name is used. This applies to names shown on Menu Item and Condiment SLU’s, but not to Direct Access keys.
21 - Require Number of Condiments to Match Number of Parent Items
Select to require the number of required condiments to match the number of parent menu items ordered.
22 - On = Use Own Output Link; Off = Use Parent’s (Condiments Only)
Select to have condiments in this class print to their own order devices. Deselect to have condiments print to the same order devices as the parent menu item, provided that the menu item class has the same order devices configured.
23 - Add Condiment Price to the Parent Item’s Price on Check Only
Select to add condiment prices to the parent menu item's price on guest checks.
24 - LDS Items (International LDS Only)
Select this option if all menu items in this class can be ordered using an International Liquor Dispensing System (ILDS). Deselect if using a North American Dispensing System (NALDS).
25 - Use with Repeat Round Key
Select if all menu items in this class can be reposted on guest checks using the Repeat Round key.
26 - Keep Main Level With Repeat Rounds
Select to enforce items in this class to use the same Main Menu Level that was in effect during the most recent service round when ordered using the Repeat Round key. Deselect to use current menu levels.
27 - Keep Sub Level with Repeat Round
Select to enforce items in this class to use the same Sub Menu Level that was in effect during the most recent service round when ordered using the Repeat Round key. Deselect to use current menu levels.
28 - Print Main Level Prefix and Suffix
Select to have the Main level prefix or suffix show on the check detail area and to print on order output devices, guest checks, and customer receipts.
29 - Print Sub Level Prefix and Suffix
Select to have the Sub level prefix or suffix show on the check detail area and to print on order output devices, guest checks, and customer receipts.
30 - Seat Condiments by Print Group
Select to sort condiment display and printing tasks according to their Print Group assignment.
31 - Prompt for Seat Number with Each Menu Item
Select to prompt Enter Seat Number after adding each parent item with this Menu Item Class. Deselect to suppress the seat number prompt. You can disable seat numbers for a revenue center and use a condiment group programmed with menu items named Seat 1, Seat 2.
34 - Item is Beverage
Select if all items in this Menu Item Class are beverages. Use this option with Beverage Control to track beverage usage, or with Suites Management to determine if an item is considered food or beverage.
35 - Fixed Price Meal
Select this option to indicate all menu items in the class are the priced (parent) portion of a fixed price meal.
38 - Item is Shareable
Select this option to allow menu items in the class to be shared between two or more seats, or two or more checks.
39 - Retail Item
Select this option to designate all menu items in this class as retail items. Retail items do not post to Gross Food and Beverage receipts.
41 - Consolidate Menu Items with Condiments on Order Output
Select this option to consolidate parent menu items on Order Device Output, and then to print each condiment with its seat number to which the condiment applies. (The Order Device option, Print Seat Numbers with Individual Items must be enabled). For example, if this option is enabled, and an operator orders Chicken Wings with condiments ‘Extra’ and ‘Sauce’ on Seat 1, and Chicken Wings with condiments ‘Without’ and ‘Bleu Cheese’ on Seat 2, then the Order Device Output shows the following:
Seat 1,2: Chicken Wings
S1 Extra
S1 Sauce
S2 Without
S2 Bleu Cheese
42 - Consolidate Parents with Matching Condiments on Order Output
Select to consolidate parent menu items with identical (matching) condiments.
43 - Include in CRM/TMS Check Detail Status Update
Select this option to indicate whether a menu item associated with this class is sent to TMS with the check detail status message
45 - Use KDS/Dining Course Number
Select this option to use KDS/Dining Coursing with the menu item class.
46 - Override KDS Course Number of Parent Class
Select to allow a parent menu item modified by a condiment in this Menu Item Class to use the KDS Course of the condiment.
49 - Participates in Menu Item Master Switching
Select to switch a parent menu item based a menu level change. All items switching based on menu levels must belong to the same Master Group, and each item's Menu Item Class has this option set. The menu item must be set as a Condiment Prefix.
50 - Anonymous Menu Item
Select to allow placeholder or anonymous menu items, which can be replaced with the actual parent menu items during the ordering process.
51 - Item must be complete before beginning another item
Select to prevent operators from adding a second menu item before completing the first item. Not used with required condiment
52 - Prompt to begin another item if this item is incomplete
Select to prompt to move to the next item before completing a menu item order.
53 - Remove Item on Subsequent Press if Ordering Type is Exclusive
Select to remove a condiment item and revert the parent menu item to the default state. The menu item must be set as a Condiment Prefix.
54 - Condiment entry/display relational to Parent Item’s quantity
Select to show the number of condiments for each parent menu item. Deselect to add each condiment individually or by quantity without relation to the parent item's quantity.
55 - Discounts Apply to Priced Condiments (parent items only)
Select to apply discounts to parent items in this class and all priced condiments associated with the items. Deselect to apply discounts only to parent items. The menu item must be a Condiment Prefix.
57 - Parent items appear on condiment order devices (for condiments only)
Select to send the parent item to the order devices programmed for this class. Deselect to send parent menu items based on the Menu Item Class settings only. The menu item must be set as a Condiment Prefix.
58 - Condiment order device programming overrides that of parent
Select to allow the order devices programmed for this condiments class to override the order devices defined for the parent items. The menu item must not be a Condiment Prefix.
59 - Allow Item Incomplete Based On Role
Select to allow the employee to add the parent menu item without the required condiments. You must also set Allow Incomplete Item in the Roles module for the employee.
60 - Placeholder
Select for menu items that serve as a placeholder during Combo Meal ordering.
61 - No Placeholder Display
Select to hide placeholder items from the check detail area.
62 - Count Menu Item
Select this option to allow the menu item count to appear on the KDS or at the bottom of the requisition chit from a local or remote printer. To use the Count menu item feature with a KDS, assign a KDS Chit Layout Style containing a menu item count element (for example, #301 - Chit-Std-DOM ). You must also select the Order Devices KDS option 11 - Display Menu Item Count for the order device.
To be counted, you must send a menu item to at least one KDS Display.
This feature informs the expediter or bagger of how many items go into the bag for carry-out or quick service orders.
63 - Autofill
Select to adjust the quantity to satisfy the required condiments when adding the condiment with a required condiment group that has Min/Max set, and more than one condiment is still needed.
64 - Rental Deposit
Select to make all items in this class Rental Deposits.
65 - Support Enhanced Prefix Mode (Parent Only)
Select this option to use enhanced prefix support for non-condiment menu items in the Menu Item Class. Enhanced prefix support uses condiment prefix items to describe condiments such as “Extra” or “No”.
Existing condiment threshold levels are supported for condiment prefixes.
See Assigning Condiments to Parent Menu Item Classes and Using Condiment Prefixes with Menu Item Classes for more information.
66 - Print Name 3 on Order Output instead of Name 1
Select this option to print the menu item definition’s Third Name, if defined, on order devices for all menu items in this class. If a Third Name is not defined, the First Name is used.
Menu Item Classes option 18 - Print Name 2 on Order Output instead of Name 1 and Order Devices option 11 - Print Both Menu Item Names overrides this option.
67 - Use Name 3 on Touchscreens instead of Name 1
Select to show the third name (if defined) on system generated touchscreen keys. Override this option by selecting Use Name 2 on Touchscreens instead of Name 1 in the Menu Item Class module.
68 - Print Name 3 on Checks
Select this option to print the menu item definition’s Third Name, if defined, on guest checks for menu items in this class. 17 - Print Name 1 and Name 2 on Checks overrides this option.
69 - Prompt to lookup menu item definition based on current menu levels (Repeat Rounds)
Select to prompt the operator to look up a menu item definition based on the current menu levels when a repeatable menu item is unavailable. You must also select options 26 - Keep Main Level With Repeat Rounds and 27 - Keep Sub Level With Repeat Rounds.
70 - Use Name 2 on OCB instead of Name 1
Select this option to show the menu item definition's Second Name, if defined, on an Order Confirmation Board (OCB). If a Second Name is not defined, the First Name is used.
71 - Use Name 3 on OCB instead of Name 1
Select to show the third name (if defined) on an Order Confirmation Board (OCB). If no third name is defined, the first name is used. Override this option by selecting Use Name 2 on OCB instead of Name 1 in the Menu Item Class module.
72 - Enable Refill
Select for customers to pay once for selected menu items, while receiving multiple servings or refills.
74 - Prevent Menu Items from Being Held
Select this option to prevent menu items belonging to this menu item class from being held.
75 - KDS Sort Priority Above Normal
See Prioritizing Menu Item Classes on KDS Displays in the Oracle MICROS Simphony KDS Configuration and User Guide for more information.
76 - Post Sales Count To KDS Reports
Select this option to add the menu item count to the Menu Item Count totals on KDS reports.
77 - Only allow condiments with an active price record
Select this option to have condiment items with an active effectivity price record appear in SLUs. When the effectivity record is expired or has a future date, the condiments are not available in SLUs.
You must also disable option 8 - Allow Menu Items in this Class to be Non-Priced.
78 - Forgive Inclusive Tax
Select this option to forgive the inclusive tax for the Menu Item Class.
79 - Do not print unpriced condiments on Guest Checks
Select this option to prevent unpriced condiments from printing on guest checks and customer receipts.
Option 79 applies to the menu item condiments. For example, if there is no charge for lettuce on a sandwich, you can configure this condiment to not print. If there is a charge for avocado on a sandwich, you can configure this condiment to print.
You must also select 65 - Support Enhanced Prefix Mode (Parent Only) for the main menu item (such as a hamburger or chicken sandwich) that can be modified with condiments. Using Condiment Prefixes with Menu Item Classes contains more information about option 65.
82 - Contains Alcohol
Select this option to identify menu items containing alcohol. This setting can then be used by integrators (via Simphony Transaction Services Gen2) to show users which menu items contain alcohol.
83 - Ignore KDS Prep Time (Capacity)
Select for menu items in this class to be displayed at a KDS display as soon capacity is available, ignoring having all menu items prep complete at the same time.
84 - Override Parent’s Ignore KDS Prep Time option
Overrides Option 83 of Parent Class
- Click Save.
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