3700 posconfigurator manual

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Part Number: 100134-504

micros® Systems, Inc.

P O S C o n f i g u r a t o r U s e r ’ s

G u i d e

3 7 0 0 P O SRestaurant Enterprise Series

Declarations

WarrantiesAlthough the best efforts are made to ensure that the information in this manual is

complete and correct, MICROS Systems, Inc. makes no warranty of any kind with

regard to this material, including but not limited to the implied warranties of

marketability and fitness for a particular purpose. Information in this manual is

subject to change without notice. No part of this manual may be reproduced or

transmitted in any form or by any means, electronic or mechanical, including

photocopying, recording, or information recording and retrieval systems, for any

purpose other than for personal use, without the express written permission of

MICROS Systems, Inc.

MICROS Systems, Inc. shall not be liable for errors contained herein or for

incidental or consequential damages in connection with the furnishing,

performance, or use of this manual.

TrademarksCorelDraw is a registered trademark of Corel Corporation.

FrameMaker is a registered trademark of Adobe Corporation.

Visio is a registered trademark of Visio Corporation.

SQL Server is a registered trademark of Microsoft in the U.S. and other countries.

Sybase® SQL Anywhere™ is a registered trademark of Sybase, Inc.

Microsoft, Win32, Windows, and Windows NT, Windows®95 are either registered trademarks ortrademarks of Microsoft Corporation in the U.S. and/or other countries.

Design and ProductionThis manual was written with FrameMaker 5.0 for Windows. Some illustrations

and diagrams were designed in CorelDraw and/or Visio.

Printing HistoryNew editions of this manual incorporate new and changed material since the

previous edition. Minor corrections and updates may be incorporated into reprints

of the current edition without changing the publication date or the edition number.

Edition Month Year Software Version

1st September 1996 1.00

2nd April 1998 2.00

3700 POS Configurator User’s iii

Table of Contents

Tabl e of Con ten ts

Preface

Welcome to the P OS Configura tor U ser’s Gu ide .. . .. . . .. . . .. . . . .. . . .. . . .. . . .. . viiiConvent ions a nd Sym bols .. . .. . . .. . . .. . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . xiWha t’s New? .. . . .. . . .. . . .. . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . .. . . .. . . xiiRea der Response ................................................................................. xiii

Cha pter 1: The 3700 Syst em Da ta base

Overview .............................................................................................. 1-2In tr oducing t he D a ta ba se .. . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . .. . . .. . . 1-3Types of Da ta ba se Ta bles .. . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . .. . . .. . . 1-5H ow Forms a re Rela ted t o Ta bles ...................................................... 1-10

C hap ter 2: C rea t i ng a D a t abase

Overview .............................................................................................. 2-2Da ta ba se Sources .. . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . 2-3P rogra mming Methods .. . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. 2-5Sugg ested P rogra mming Order .. . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . 2-7P OS Configura tor Folders and Forms .. . .. . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . 2-9Wra pping U p ....................................................................................... 2-10

Cha pter 3: U sing P OS Conf igura tor

Overview .............................................................................................. 3-2The Cont rol P a nel ............................................................................... 3-3Opening P OS Configura tor .. . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . . .. . . .. . . .. . . .. . . .. . . .. 3-5

The Ma in Wind ow ............................................................................... 3-7The Toolbar ........... ........... ............ ............ ........... ........... ........... ........... 3-11

Quick Reference to P OS C onfigur a tor Tools ..................................... 3-12Working w ith Form s ........................................................................... 3-14Adding Records.................................................................................... 3-18Copying a nd P a st ing Sing le Records .................................................. 3-19B lock Copying a nd P a st ing Record s ................................................... 3-20Fin din g a Record ................................................................................. 3-21

E dit ing a Record .................................................................................. 3-22Delet ing Sin gle Records ...................................................................... 3-23B lock D eletin g R ecords ....................................................................... 3-24Sa ving Ch a nges ................................................................................... 3-25P rint ing E mployee an d Menu I tem D efinit ions .. . .. . . .. . . .. . . .. . . .. . . .. . . . .. . . 3-26U sing Touchscreen D esigner .............................................................. 3-28

Table of Contents

Cha pter 4: Devices

Overview .............................................................................................. 4-2

Netw ork Node ...................................................................................... 4-3

Devices ................................................................................................. 4-5

Order Devices ...................................................................................... 4-8U ser Workst a tions ............................................................................... 4-11

In ter fa ces ............................................................................................. 4-18

CA/E DC D rivers .................................................................................. 4-20

Touchs creens ....................................................................................... 4-24

Touchs creen Design er ......................................................................... 4-27

C hap ter 5: Sys tem

Overview .............................................................................................. 5-2

Rest a ura nt ........................................................................................... 5-3

Order Types ......................................................................................... 5-6

In forma tion Screens ............................................................................ 5-7

Rea sons ................................................................................................ 5-9

P eriods ................................................................................................. 5-11

Ser ving P eriods.................................................................................... 5-12

Time P eriods ........................................................................................5-13

Ma cros..................................................................................................5-14

E xter na l P rogra ms .............................................................................. 5-15

Licensin g .............................................................................................. 5-16

C hap ter 6: Sa les

Overview .............................................................................................. 6-2

Ta x Ra tes ............................................................................................. 6-3

Ta x Cla sses .......................................................................................... 6-7P rin t Cla sses........................................................................................ 6-8

Menu Levels......................................................................................... 6-10

Di scount /Ser vice ........... ............ ........... ........... ........... ........... ........... .... 6-13

Tend er/Media .......... ........... ............. ............. ............ ........... ........... ...... 6-16

Cu rr ency .............................................................................................. 6-26

Cours es................................................................................................. 6-27

Descript ors ........................................................................................... 6-31

Condim ent s .......................................................................................... 6-36

Menu It em C la sses .............................................................................. 6-39

Menu It ems .......................................................................................... 6-43

PrefaceWelcome to the POS Configurator User’s Guide

Wel come to the POS Confi gur at or U ser ’s Gu i de

The purpose of this m an ua l is to provide MICROS insta llers

an d customers with an overview of the P OS Configurator

module.

Chapter 1: Understanding the 3700 System Database

This chapter contains an introduction to the structure and

cont ents of a 3700 data ba se.

Chapter 2: Creating a New Database

This chapter describes the methods for creatin g a new da ta bas e.

Chapter 3: Using POS Configurator

This chapter introduces the POS Configurator interface and

describes the st eps to performing ba sic operat ions.

Chapter 4: Devices

This cha pter describes th e forms in th e Devices folder w hich a re

used to configure har dw a re devices. It in cludes a description of

the forms for programming user w orksta t ions, printers, an d

touchscreens.

Chapter 5: System

This cha pter describes t he forms in t he Sy stem folder, wh ich ar e

used to enter basic informa tion a bout a restaura nt . I t includes

forms for program ming t he na me, local currency, ta ble

arr an gement, a nd t ime periods.Chapter 6: Sales

This cha pter describes th e forms in t he Sa les folder. It includes

forms for program ming menu items, a nd condiments, a s w ell a s

the discounts, a nd ta xes tha t a pply to sales.

Chapter 7: Revenue Centers

This cha pter describes t he forms in th e Revenue Centers folder.

These forms conta in options for customizing resta ura nt

operat ions in ea ch revenue cent er.

Chapter 8: Employees

This cha pter describes t he forms in the E mployees folder. Itincludes forms for program ming personnel, t imekeeping, a nd

schedules.

Chapter 9: Reporting

This cha pter describes t he forms in the R eporting folder. It

includes forms for progra mming t otals, tr a cking groups, and

autosequences.

PrefaceWelcome to the POS Configurator User’s Guide

Related Manuals

This section provides a list of the relat ed MICR OS

documenta t ion as w ell as a l ist of suggested reading ma terials.

M ICROS Documentat i on

The 3700 Resta ura nt E nterprise Sys tem libra ry includes:

3700 Adm ini st rat i on Appl icat ions Manual 100134-503

3700 Custom Repor ts Design M anu al 100134-508

3700 Featur e Qui ck Refer ence M anu al 100134-506

3700 Featur e Refer ence M anual 100134-501

3700 Har dwar e In sta l la t i on Gui de 100134-514

3700 Har dw are User ’s Mai ntenance Gui de 100134-512

PC Workstati on Model 32 Setu p Gui de 100016-085

3700 Reports Manu al 100134-511

3700 Sit e Preparat i on Gu id e 100134-513

3700 Sit e Sur vey Manu al 100134-505

3700 SQL / Dat abase Access M anu al 100134-507

3700 POS Confi gur ator U ser ’s Gui de 100134-504

3700 System I nt er face M odu le User ’s Gui de 100134-516

3700 System Pl atform I nstal lat ion M anual 100134-515

3700 User ’s M anu al 100134-502

Suggested Read i ng Cryst al Reports documenta t ion

Microsoft Window s 95 Resource Kit

Microsoft Window s NT Ser ver 3.51 document a tion

Microsoft Windows NT 3.51 Resource Kit

Microsoft SQL Server 6.0 documenta tion

Syba se SQL documenta t ion

PrefaceWhat’s New?

What ’s N ew?

What’s new in v1.01

No new forms were a dded for th is version.

Interfaces...............................................................................4-18

Touchscreen Desig ner ........................................................... 4-27

U sing Touchscreen D esigner ................................................ 3-28

Com P orts ................................................................................ 4-4Netw ork ................................................................................... 4-3

Report Date Range.................................................................. 9-6

3700 POS Configurator User’s 1-3

The 3700 System DatabaseIntroducing the Database

I nt r odu ci ng the Dat abase

Ch a ra cteristics of the 3700 system include:

I t is a r elat iona l data base in which tables store all

information.

The Relat iona l Da ta base Mana gement S ystem (RDB MS)

man ages the data base and functions as th e dat aba se server.

P OS Configura tor is the softwa re layer betw een you and

RDB MS. It ’s your interface to the dat a base.

A Database System

In a 3700 system, RDB MS a cts as a multi-user dat aba se server.This mean s th a t ma ny w orksta tions (clients) ca n a ccess theinforma tion stored in the da ta base.

RDB MS is the softw are between t he physical da ta base and you.We’ve ma de a ccessing t he da ta base even simpler by a dding a na dditiona l softw a re la yer betw een you an d RDB MS. Tha t lay eris 3700 P OS C onfigurat or P OS C onfigurat or.

An SQL Database

Da ta base informat ion is a ccessed t hrough S QL—pronounced“sequel”. SQL is a softw a re langua ge tha t uses E nglish-likecommands t o manipulat e informa tion in ta bles. Here is an

exa mple of a n S QL comma nd:

Database

Database Serverand

POS ConfiguratorPOS Configurator

End User

SQL Anywhere Or

Microsoft SQL

The 3700 System DatabaseIntroducing the Database

select * from micros.mi_def

P OS Configurator ma kes it easy for you to a ccess a nd modify

the t a bles necessa ry for progra mming a da ta base. You don’tneed to know S QL to use POS Configura tor.

You do not need t o program every t a ble in t he da ta base t oconfigure a 3700 syst em. P OS C onfigura tor gives you accessonly to th ose ta bles and fields necessa ry for configuring P OSoperat ions a nd insta l led hardw are .

Database Tables

A da ta base consists of ma ny ta bles. Ea ch table in a relat iona lda ta base holds a specif ic set of informa tion about a resta ura nt.When t he system performs a tra nsa ction, i t a ccesses t heda ta base ta bles to obta in the informa tion. For insta nce, menu

item na mes reside in th e Menu It em Definition ta ble, whilemenu item prices reside in the Menu It em P rice Definitionta ble. In th e 3700 system, one menu item d efinition (nam e) canbe associat ed with severa l different prices (B a r, Restau ra nt, a ndHa ppy Hour). This ma kes the syst em flexible.

The 3700 System DatabaseHow Forms are Related to Tables

H ow F orms ar e Rel at ed t o Tabl es

The forms in P OS Configura tor allow you to ent er informa tion

into the da ta bas e ta bles. The informa tion you ent er in a form is

not a lw ay s stored in just one table in the da ta base. Forexample, w hen you progra m th e Menu It ems form you enter th e

na me a nd price of each menu it em. These ar e stored in th e

Menu Item D efinit ion t able an d the Menu It em P rice Definit ion

ta ble. P OS Configura tor simplifies the program ming process by

elimina ting t he need to access multiple ta bles.

Linking Forms

Man y of the forms in P OS Configura tor contain f ields tha t a re

links to oth er forms. For example, when program ming a menu

item, you must link it to a P rint Cla ss. You can a dd to or modify

the P rint Cla sses form if you click th e folder icon beside thefield.

The Menu Items form allows you to select information from the

Print Class form. When this menu item is ordered, the system

retrieves information from the database tables where each

piece of information is stored.

Sequence and Object Numbers

Ea ch record in a 3700 da ta bas e table is identified by a uniq ue

sequence number. Sequence numbers refer to individua l records

in the ta ble a nd th erefore ma y never cha nge. You ca nnot viewsequence num bers in most P OS Configura tor forms, beca use

they a re set in the da ta base. Object n umbers, on the other

ha nd, are part of every form in P OS Configurator.

N ot e

You ca nnot d irectly cha nge a n object n umber t o onethat already exists for another record. Each object

number in t he dat a base must be unique. To cha nge

object num bers, a ssign a new (unique) object

number to the items you wa nt t o chan ge. Then you

ma y reassign the numbers.

Object numbers in SQL

tables correspond to the

numbers in POS

Configurator. You can see

and edit most object

numbers.

Sequence numbers usually

do not appear in POS

Configurator. They are part

of the SQL table.

The scope of the 3700 system allows you to consolidate and

sha re da t a :

for a revenue center

for t he entire system

For instance, you can create sales and labor reports for each

revenue cent er. And of course you can create t hese sa me reports

on a syst em-w ide bas is.

Creating a DatabaseProgramming Methods

Programming by Form

Systematically completing information in the forms is the

fast est w a y to progra m a d at a bas e. To minimize re-opening

forms a nd sa ve t ime, use the “Suggested Progra mming Order”on page 2-7.

Progr amm in g Or der

This order is designed so tha t you progra m a da ta base in much

the sa me wa y th a t you would build a house: before you put upthe w a lls, you need a foundat ion.

S ta r t w i th the f i rst form and w ork your wa y down the l is t .Depending on th e restau ra nt’s needs, you ma y not n eed t oprogra m every form. Optiona l forms a re l isted last a nd ma y beprogrammed at any t ime.

Creating a DatabaseSuggested Programming Order

Suggested Pr ogramm ing Order

Don’t Lock Yourself Out

When entering P OS Configurator for th e f irst t ime in a blankdat aba se, the system grant s you access based on the fact tha t

the da ta base is empty.

How ever, once records of an y kind a re entered in the da ta base,

the sy stem enables C onfigurat or Access security. This mea ns

tha t t he system w ill a llow only a n a uthorized employee to

continue editing POS Configurator.

When programming a blank database, you must firstcreate a record for an authorized employee— you!

1. Open the Employee Cla ss form a nd creat e a class.

2. Open th e Configura tor Access form, a nd select th e employee

class y ou just creat ed. Gra nt read, insert , update, an d delete

privileges for All Forms to this employee class.

3. Open th e Employee form and creat e an employee record.

Link th is employee to the class you just crea ted, an d a ssign

the employee an I D. Remember t his ID !

4. Sa ve a nd exit th ese forms.

W A R N I N G

If these steps are not followed, POS Configurator willlock you out. To recover, you must use S QL t o examin e

and edit the emp_def, emp_class_def, and

emp_class_cfg_access_def tables in the database.

Form Use this link To Return to

Before doing anything else, create a record for an employee who is authorized to program in POS Configurator.

Network Node

Devices

Interface

Order Device Descriptors Program Headers for remote orders

Tax Rates

Tax Classes

User Workstation Revenue CentersOrder Types

Program Revenue Center NamesProgram Order Types

Default Sign In Touchscreen

CA/EDC

Restaurant

Information Screens

Reason Codes

Using POS ConfiguratorWorking with Forms

Work in g wi th Form s

The forms in P OS Configura tor allow you to ent er informa tion

into the da ta bas e ta bles. You ca n choose to work in eith er

Record or Ta ble View. In Record View, you see only th e optionsa nd fields for t he record t ha t is selected. Record View is best

w hen a dding or chan ging a single record an d Ta ble View is best

for a dding or editing multiple records.

Working in Record View

In Record View, the 3700 interface uses a form to display fields

a nd options. You can creat e new records in th e data bas e by

completing th e necessar y fields and selecting t he options th a t

apply.

DevicesCA/EDC Drivers

CA/ EDC Dr i vers

List and configure the credit card driver(s) this restaurant will

use for a uthorizat ion an d set t lement of credit card t ra nsact ions.

The driver a ctivat ion code you ent er determines th e fields tha twill be act ive in t he other ta bs.

Programming

Driver

En ter th e nam e and Driver Activat ion Code for each driver this

resta ura nt r equires. You must sa ve the Driver Code before

configuring the other t abs in th is form.

Example

This restaura nt uses the MAP P driver for authorizat ion an dsett lement of credit card t ra nsa ct ions.

DevicesTouchscreen Designer

Touchscr een Desi gner

U se th e Touchscreen Designer form to creat e new touchscreens

a nd edit sa mples for th is restaur a nt’s use.

Programming

Crea te a la yout for ea ch touchscreen list ed. Use the fields belowth e design area to define ea ch key’s cha ra cteristics. For moreinforma tion on usin g Touchscreen Design er, see “UsingTouchscreen D esign er” on pa ge 3-28.

Example

The entr ies in th e fields a bove creat e th e follow ing key:

SalesDescriptors

M enu I tem SL U

En ter a na me to describe each Menu It em SLU this restaura nt

requires a nd select a sty le for genera ted keys.

Example

The employee ca n ea sily loca te t he menu it em, Ice Crea m,

because it ’s logica lly a ssigned t o an SLU . In this ca se Desserts!

Revenue CentersRVC Print Design

RVC Pr i nt Desi gn

U se this form t o design a different look for receipts a nd guest

checks in each revenue center.

Programming

General

En ter t he na mes to print on guest checks, customer receipts,

a nd order output for ea ch revenue cent er.

Example

This revenue cent er uses th e word “S ubtota l” on guest checksand receipts.

Revenue CentersRVC Print Design

Options

Select options t o control th e printing of checks an d order chits

in ea ch revenue center.

ExampleIn t he Resta ura nt revenue cent er, voids print in red on order

chits to a lert kitchen employees not to prepa re th e item.

EmployeesEmployee Classes

Pr in t i ng

Select t he options th a t control printing for each employee clas s.

Example

In t his resta uran t , servers print checks wh en the customer

requests one (on dema nd). A [P rint Ch eck] key is progra mmedon th e touchscreen.

ReportingReport Date Range

Repor t Date Range

Use t he Report D at e Range form t o create da te ra nges for

reports w hose Report C lass h a ve the option Prompt for D ate

Range selected.

Offset

The Offset field can be used to modify a da te t ype by selecting a

specific sta rt or end da te. For example, you could create a report

ra nge for yesterda y by selecting B usiness Da te (for th e current

business da te) a nd enterin g -1 in th e Offset Da y field.

Programming

Creat e the report ing ra nges required by this restaur an t .

ExampleA dat e ran ge for la st month is created by th e entr ies in th e

example a bove.

ReportingSchedule Classes

Days/ M onths

U se t he n umbers 1 - 31 (for da ys) an d 1 - 12 (for mont hs ) to

specify the da tes or month s included for schedule types Da tes in

Month or Mont hs in Year.

Example

This Report Schedule report s t ota ls for the 7th, 14th, 21st, a nd

28th of ea ch month.

ReportingAutosequence Steps

Er r or Act ions

Ch oose wha t should ha ppen if an error occurs during th is step.

Example

The syst em will ignore an y errors encount ered during th is step.

Index 2

IndexD

dai ly totals

creating 1-8database

adding records 3-18backing up 2-10, 2-11broadcasting A-2changes, saving 3-25fields, copying 3-19records, copying 3-19relational 1-3testing 2-10 t o 2-11

data base server

described 1-2s tar t ing 3-4

database t a b le

types 1-5 t o 1-9updated by POS Configurator 1-2, 1-3

default touchscreen

assigning 4-11definition tables

a ccess options 1-5described 1-5 to 1-6

delete record tool, in POS Configurator 3-13deleting records 3-23deleting records, a s blocks 3-24descriptors

defined 6-31programming 6-35

Descriptors form

programming 6-31 t o 6-35detail ta bles

a ccess options 1-5described 1-9Devices folder

programming order of forms 4-2Devices form

programming 4-5 t o 4-7discount itemizer 6-14Discoun t/Ser vice form

programming 6-13 t o 6-15discounts

programming 6-13 t o 6-15driver a ctivation code

entering 4-20driv er, C A/E DC

programming 4-20 t o 4-23

editing records 3-22Employee Classes form

programming 8-3 t o 8-10Em ployee Definit ion Report 3-26employee ID

requiring for employee meal 7-31

employees

class definition table used by 1-6organizing records in POS Configurat or

8-14Em ployees folder

programming order of forms 8-2Em ployees form

programming 8-14 t o 8-17error actions, for autosequences 9-19external programs

running t hrough aut osequences 9-20External P rograms form

programming 5-15

family gr oups

assigning to menu items 6-48organizing Menu Items form by 6-43

programming 9-13fast tra nsact ion

enabling 7-29fields

copying 3-19past ing 3-19

file configura tion

differences from 2700 A-3fi le menu, in POS C onfigura tor 3-7find tool, in POS C onfigura tor 3-12finding r ecords 3-21first record t ool, in POS Configurat or 3-12fixed price meal

class definition tables used by courses 1-6

courses, programming 6-27 t o 6-30, 6-44floor limit . See seconda ry floor limit

folder

in POS C onfigura tor, listed 2-9, 3-9terminology illustra ted 3-7

folder links

using 3-16foreign currency. See alternate currency

in POS C onfigura tor, listed 2-9Record View, w orking in 3-14 t o 3-16Table View, w orking in 3-17

gra ce periods

overriding 8-19guest check

printing on 6-8

help menu, in POS Configurat or 3-8help tool, in P OS C onfigura tor 3-13

3700 posconfigurator manual

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