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
- 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
- Roles
  - Creating Roles
  - Menu Item Field Security
- Employees
4 Hierarchy
- Enterprise
- Properties
  - Adding a Property
  - Deleting a Property
- Revenue Centers
- Zones
  - Adding a Zone
- Inheritance and Overrides
5 Cloning Simphony Database Configurations
- Extracting Data from the Source Environment
- Uploading Data to the Target Environment
- Post-Uploading Cloned Data Instructions
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
  - Adding a Customer Facing Display (CFD)
  - Adding a Rear Marketing Display (RMD)
- 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
  - Configuring Wireless Signal Strength Control Permissions
  - Configuring the Wireless Signal Strength Threshold for Tablet Devices
- Enabling Upload of Egateway and SPI Logs
7 Kiosks
- Adding Kiosk Clients
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
- Configuring Currency
- Configuring Base Currency and Alternate Currency
- Configuring Currency Conversions
10 Payment Tenders
- Adding Payment Keys to Pages
- Configuring the Cash Tender
- Configuring a Credit Card Tender
- Configuring a Tender with Charged Tips
- Configuring Equal Payments
- Configuring Email Receipt Parameters
- Configuring a High Amount Lockout (HALO) for Tenders
11 Credit Card Interfaces
- The Simphony Payment Interface (SPI)
- Configuring Credit Card Transactions to Print Guest Checks and Customer Receipts
- Configuring Reauthorization of Released Credit Card Authorizations
- Configuring Credit Card Voucher Headers and Trailers
- Configuring On Demand Credit Card Voucher Printing
- Configuring Single Receipt Printing
- The Oracle Payment Interface (OPI)
12 Consumer Payments
- Configure Guest Pay
13 Taxes
- Tax Rates and Tax Classes
  - Configuring Tax Rates and Classes
  - Override a Tax Class
    - Configuring Tax Based on Menu Item Quantity
    - Configuring Tax Based on Parent Item
- Tax Parameters
  - Configuring Tax Parameters
- Tax Labels
  - Configuring Tax Labels
- Printing Tax Rate Per Item
  - Configuring Tax Rates Per Item to Print on Guest Check, Customer Receipt and Journal
- Exempting Tax
- Configuring Workstation Number and Transaction Number to Print on Guest Check, Customer Receipt, and Journal
- Surcharges
  - Configuring Surcharges
- Configuring Australian Goods and Services Tax (GST)
14 Order Channels and Types
- Order Channels
- Order Types
15 Discounts
- Configuring Discount Privileges
- Configuring Discounts
- Configuring Discount Bundles
  - Prerequisites and Assumptions
  - Configuration
  - Extension Application
  - EMC – Extension Application Installation
    - Insert Content: Simphony_DiscountBundle
  - EMC – Create the Data Extensions
  - EMC – Configure the Data Extensions
  - Workstations Update
- 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 Menu Item 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
- Configuring Service Charges
- Creating Service Charge Buttons
- Menu Item Fees
  - Configuring Menu Item Fees
17 Menu Items
- Menu Item Masters
- Menu Item Definitions
- Menu Item Classes
- Menu Item Prices
  - Configuring Menu Item Prices
  - Configuring Menu Item Prices for Multiple Definitions
- Menu Item Search and Report
  - Generating the Module Reference Report
- Condiments
18 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
  - Configuring Active Main or Sub Level Pricing for Current Round
19 Effectivity Groups
- Setting Privileges to Access Effectivity Groups
- Configuring and Enabling Effectivity Groups
20 Sales Itemizers
- Configuring Sales Itemizers
21 Weighed Menu Items
- Configuring a Weighed Menu Item
- Setting the Tare Weight for a Menu Item
22 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
23 Menu Item Refills
- Allowing Employees to Refill Menu Items
- Making Menu Items Refillable and Configuring the Refill Limit
- Adding Refill Buttons
24 Combo and Fixed Price Meals
- Combo Meal Group Pricing
  - Configuring Prorated Taxes for Each Combo Meal Menu Item Price as a Percentage of the Total Combo Meal Price
- 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
25 Transactions
- Check Numbers
  - Configuring Check Numbers
- Headers and Trailers
  - Configuring Default Headers and Trailers
  - Configuring Headers and Trailers by Order Type/Channel
  - Printing Check and Receipt Trailers
- Service Total
  - Creating a Service Total to End the Current Service Round of Checks
  - Adding a Service Total Key to the Transaction Page
- Pickup Next Check Functions
  - 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
- 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
- Autofire
  - Configuring Employee Privileges for Automatic Check Firing
  - Configuring Automatic Check Firing (Autofire)
- Refire
  - 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
  - Configuring Send and Stay
  - Holding and Sending Items to Order Devices
- 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
26 Workstation Touchscreen Pages
- Screen Lookup (SLU)
- Number Lookup (NLU)
- Page Design
- Configuring a Popup Condiment Orderer Page
- Assigning Touchscreen Pages
  - Assigning Default Touchscreen Pages
  - Assigning Conditional Touchscreen Pages
- Configuring Visibility for Touchscreen Navigation Bar Items and Tabs
- Configuring a Custom Page Template
- Configuring Function Keys
- Configuring Smart Keys
- Configuring Macros
- Custom Browser
- 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
- Mobile Handheld Page Templates with Full Width Check Detail Area
- Configuring a Local Pop Up Menu for Mobile (HHT) Touchscreens
- HTML5 Custom Page Controls
  - Configuring an HTML5 Custom Page Control
27 Rental Deposits
- Configuring Deposits as a Menu Item
- Configuring Deposits as a Service Charge
- Configuring Rental Deposit Buttons
28 Resetting Daily Totals
- Start of Day
- Start of Day Business Rules
- Start of Day with Offline Workstations or Server
- Configuring a Manual Start of Day
- Configuring an Automatic Start of Day
29 Updating POS Client Configuration
- Setting the Database Update Frequency
30 Clearing Totals
- Running the Clear Totals Operation
31 Check and Posting Service (CAPS)
- CAPS Configuration Methods
- 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 on Microsoft IIS with Oracle Database on Remote Service Host
- 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
- Optional CAPS Configuration Tasks
32 Printers
- Print Controller
- Roll Printer
- Slip Printer
- Internet Protocol (IP) Printer
- Bluetooth Printer
- Printer Groups
  - Creating, Editing, and Removing Printer Groups
- Configuring a Printer
- Configuring the Change Default Printer Destination Button
- Configuring a Printer Order Device
- Print Class Output
- Secondary Printing
  - Configuring Secondary Printing
- Printer DIP and Memory Switch Settings
- Sales Recording Module (SRM)
33 Logo Printing
- Uploading a Logo to Simphony
- Assigning a Logo to Guest Checks and Customer Receipts
34 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
35 Pre-Production Chit Printing
- 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
36 Serving Periods
- Configuring a Serving Period
37 Reporting
- Allowing Employees to Run Reports
- List of Workstation PMC Reports
  - Closed Check Report Codes
- Configuring Employee Privileges for Oracle MICROS Reporting and Analytics
- Configuring Headers and Trailers for Printed Workstation Ad-hoc and Custom Reports
- Viewing Move History Logs
- Configuring Data Retention Limits
38 Auditing
- Audit Trail
39 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
40 Loyalty and Gift Card Interfaces and Drivers
- Loyalty and Stored Value Configuration Prerequisites
- Configuring Loyalty and Stored Value Privileges
- Loyalty Configuration Tasks
- Stored Value Configuration Tasks
- Creating Loyalty and Stored Value Buttons
- Configuring Valutec Installation Files
41 XProcessor Gift Cards and Plug-ins
- Setting Up the XProcessor Framework
  - Adding the XProcessor Payment DLL to the Payments Module
  - Adding the XProcessor Configuration File to the Content Module
- Givex Processor
- Stored Value Solutions (SVS) Processor
- ValueLink Processor
- Enabling Capture of Non-PCI Card Data
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
  - 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
43 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
- 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
  - Configuring Alerts
- Table Management Sections
  - Configuring Sections
- Touchscreen Page Table Management Tasks
- Reservation List
- Wait List
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
- Configuring Smart Keys for Enterprise Cash Management
- 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
45 Engagement Cloud Service
- System Requirements and Supported Devices
- Security Precautions
- Assigning Privileges for Engagement Administrative Users
- Language Translation Tasks
- Engagement Manager Procedures
- 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
- Configuring Extension Application Privileges
- Enabling Extension Applications
- Extension Application Content
- Import/Export Extensibility Packages
  - Importing an Extensibility Package
  - Exporting an Extensibility Package
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
- Changing the Time Zone
- Start of Business Day
  - Configuring Start of Day
- Workstation Control Privileges
  - Configuring Workstation Control Privileges
49 OPERA Integration
- OPERA Connection
  - Configuring OPERA Connection
- Legacy Interfaces
50 Remote Support
- Allowing Employees to Launch and Close a Support Session
- Creating Support Session Buttons

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