Table of Contents
- Title and Copyright Information
- Preface
- 1 Introduction
-
2
Enterprise Management Console
- Overview
- Device Information
- Accessibility Settings
- Adjust Display Scaling
- Distribution
- Searching and Filtering Menu Items
- Configuring Permissions
- Inheritance and Overrides
- Privacy and Personal Data Management
- Setting the Max Allowed Failed Logins for EMC Access
- Configuring the SMTP and Backup SMTP Servers in the EMC
- Configuring Workstation Database Passwords
- 3 People and Privileges
- 4 Hierarchy
- 5 Cloning Simphony Database Configurations
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6
POS Workstations
- Workstation Tasks
- Adding a Workstation
- Configuring Workstation Transaction Settings
- Setting Offline Transaction Posting Time
- Configuring Workstation Security
- Changing the Appearance of Workstations
- Peripheral Devices
- Customer-Facing Displays
- 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
- POS Clients Running Android Mobile Operating System
- Wireless Signal Strength Threshold
- Enabling Upload of Egateway and SPI Logs
- 7 Kiosks
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8
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
- 9 Currency
- 10 Payment Tenders
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11
Credit Card Interfaces
-
The Simphony Payment Interface (SPI)
- SPI Architecture
- Payment Driver vs. Workstation Settings
- OPI Users
- Pay@Table
- Configuring the SPI Payment Driver
- Enabling the Unused Credit Card Authorization Release Alert
- 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
- Configuring Multiple Service Charges
- Configuration Requirements for PSP using Transport Layer Security (TLS) in EMC
- Configuring Credit Card Authorization to Print Merchant Vouchers and Customer Receipts
- Configuring Reauthorization of Released Credit Card Authorizations
- Configuring Credit Card Voucher Headers and Trailers
- Configuring Single Receipt Printing
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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
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The Simphony Payment Interface (SPI)
- 12 Consumer Payments
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13
Taxes
- Tax Rates and Tax Classes
- Tax Parameters
- Configuring a Luxury Tax (Retail Sales Items Only)
- Tax Labels
- Printing Tax Rate Per Item
- 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 the Menu Item Tax Class Override
- Configuring the Parent Item Tax Class Override
- Configuring Australian Goods and Services Tax (GST)
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14
Order Types and Channels
- Order Types
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Order Channels
- Configuring Order Channels
- Displaying the Order Channel Name on the POS
- Configuring Touchscreen Buttons for Order Channel Selection
- Configuring a Touchscreen Button to Pick Up Checks by Order Channel
- Configuring Order Channels to Appear on POS Workstation Devices and Reports
- Posting Checks to the Channel Management Dashboard
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15
Discounts
- Manual Discounts
- Automatic Discounts
- Automatic Discount Rules
- Awarding Algorithms
- Discount Constraint Types
- Discount Award Types
- Discount Exclusivity
- Simple Exclusivity
- Group Exclusivity
- Menu Item Groups
- Configuring Discount Privileges
- Configuring Discounts
- 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
- 16 Service Charges
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17
Menu Items
- Menu Item Masters
-
Menu Item Definitions
- Configuring Menu Item Availability for Multiple Definitions at the Workstation
- 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
- Menu Item Classes
- Menu Item Prices
- Menu Item Search and Report
- Condiments
- 18 Menu Levels
- 19 Effectivity Groups
- 20 Sales Itemizers
- 21 Weighed Menu Items
- 22 Menu Item Waste
- 23 Menu Item Refills
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24
Combo and Fixed Price Meals
- Combo Meal Group Pricing
- Placeholder Menu Items in Combo Meals
- Creating Combo Meal Groups
- Creating Combo Meals
- Assigning Effectivity Groups to Combo Meal Group Menu Items
- Configuring Additional Combo Meal Settings
- Creating Combo Meal Pages
- Configuring a Smart Key to Show Menu Level Buttons
- Combo Meal Function Keys
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25
Guest Checks
- Configuring Guest Check Numbers
- Configuring Guest Check Headers and Trailers
- Service Total
- Configuring Pickup Next Check by Check Open Time
- Configuring Pickup Next Check by Service Total Time
- Configuring the Purge Order Threshold for Open Checks
- Configuring Zero-Payment Transactions
- Fast Transactions
- Full Seat Checks
- Splitting Off an Item
- Adding the Assign Opera Account Button
- Conversational Ordering
- Autofire
- Refire
- Suspend and Resume
- Follow Me
- Order Handling on Open Checks
- Configuring Send and Stay
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Holding and Sending Items to Order Devices
- 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
- Allowing Employees to Edit Guest Check ID on Open Check
- Closed Guest Check Operations
- Allowing Employees to Manually Replay Checks Through the Workstation
- Check Add/Transfer
- Seat Filtering and Memo Checks
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26
Workstation Touchscreen Pages
-
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
- Number Look Up (NLU)
- Page Design
- Assigning Default Touchscreen Pages
- Configuring a Custom Page Template
- Configuring Function Keys
- 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
- Configuring a Workstation’s Touchscreen Aspect Ratio
- Configuring Macros
- Configuring a Smart Key on a Workstation
- Mobile Handheld Page Templates with Full Width Check Detail Area
- Configuring a Local Pop Up Menu for Mobile (HHT) Touchscreens
-
Screen Look Up (SLU)
- 27 Rental Deposits
- 28 Resetting Daily Totals
- 29 Updating POS Client Configuration
- 30 Clearing Totals
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31
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
- CAPS Optimization for High Loads
- Configuring the Show Database Provider Button
- Encrypting Database Credentials
- Verifying CAPS Installation
- Configuring IIS Application Pool Settings
- CAL Installation Prerequisites for a Workstation without the POS Interface (CAPS Only Workstation)
- Scheduling a Reload Check and Posting Database
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32
Printers
- Print Controller
- Roll Printer
- Slip Printer
- Internet Protocol (IP) Printer
- Bluetooth Printer
- Printer Groups
- Configuring a Printer
- Configuring the Change Default Printer Destination Button
- Configuring a Printer Order Device
- Print Class Output
- 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
- Sales Recording Module (SRM)
- 33 Logo Printing
- 34 Banquet Guest Check Printing
- 35 Pre-Production Chit Printing
- 36 Serving Periods
- 37 Reporting
- 38 Auditing
- 39 Importing and Exporting Data
- 40 Loyalty and Gift Card Interfaces and Drivers
- 41 XProcessor Gift Cards and Plug-ins
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42
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
- 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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43
Dining Room Tables and Seating
- Standard and Enhanced Table Management
- Configuring the Standard Table Management Interface
- Table Management
- Configuring Properties for Table Management
- Configuring Servers 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 Table Decorator Images
- Configuring Server and Table Availability
- Setting Table Management Options
- Configuring Table Suggestion Factors
- Table Management Alerts
- Table Management Sections
- Touchscreen Page Table Management Tasks
- Reservation List
- Wait List
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44
Enterprise Cash Management
- ECM Workstation Hardware
- Configuring ECM Privileges and Permissions
- ECM Configuration Levels
- 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
- Cash Count Threshold Set
- PAR Level Set
- 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
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45
Engagement Cloud Service
- System Requirements and Supported Devices
- Security Precautions
- Assigning Privileges for Engagement Administrative Users
- Language Translation Tasks
-
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 or Changing an Employee’s Profile Image
- Adding a New Menu Item Using an Existing Menu Item as a Template
- Adding Images to Menu Items
- Creating Pages for Engagement Users
- Modifying Pages for Engagement Users
- Assigning Logos and Colors to Pages
- Assigning Default Welcome and Hub Pages
- Widgets
- Creating Tiles (Adding Widgets to a Page)
- Adding Command Buttons
- Viewing the Maximum Data Limit for Hosted Engagement Server
- 46 Extension Applications
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47
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
- Associating Images to Menu Item SLUs
- Configuring Menu Item Price and Quantity Override
- Order Information Service
- 48 Cruise Ship Time Zone and Business Day Settings
- 49 OPERA Integration
- 50 Remote Support