Manager Documentation

Revised 10.21.00

ON LINE PROCEDURES

Check functions

FUNCTION: Closed Check Adjustments

PURPOSE: This step corrects the way a check was tendered, adds or subtracts charge tips on closed checks and reprints the check.

1. Have the employee sign in2. Go to the [FUNCTION] Screen3. Enter the check number and press the [ADJ CLOSED CHECK] key4. "AUTHORIZATION ENTER ID NUMBER" will display; swipe manager card5. "EDIT THIS CLOSED CHECK?” will display, press [ENTER] key 6. Touch the form of payment7. Touch the [VOID] key8. Now pay the check to the correct form of payment

FUNCTION: Manager VoidsPURPOSE: This step is used to void items on a guest check that have

already been service totaled, but not tendered.

1. Have the employee sign in2. Pickup the check in the normal manner3. Touch the item to be voided and press the [VOID] key4. "AUTHORIZATION ENTER ID NUMBER" will display; swipe your card5. Repeat steps 3 through 4 for each item to be voided

FUNCTION: Transaction VoidsPURPOSE: This step is used to void numerous items on a guest check

that have already been tendered.

1. Have the employee sign in2. Press the [FUNCTION SCREEN] key3. Press the [TRANS VOID] key4. “AUTHORIZATION, ENTER ID NUMBER” will display, swipe manager card5. Enter the menu items to be voided (as you would order the items normally). Until the check is serviced

all items pressed will be negative6. When done, service total, print or tender the check

NOTE: An item that has been voided after being service totaled will print in the kitchen as a void

If all the items are voided off of a check, the check must still be closed out. Closing a check to cash is the easiest way to handle a check with a zero balance.

The Void-Void method does not work on a check that has been service totaled. Only touch item then void will work.

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To keep the sales for the server correct, it is important that managers only authorize the voids. The employee should go to the point where authorization is required, then have the manager swipe their card.

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Procedures at the TerminalsNote: Procedures are generally to make modifications to existing information

1. Sign in 2. Press the [PROCEDURES] Key3. The Windows95 screen will come up4. Touch [Mgr Procedures] Icon5. Enter your ID code and Press [OK]6. Use the tabs across the top to navigate to the area that you wish to use

MENU ITEM

Availability:1. Touch [ MI Availability]2. Using your finger on the slide bar on the right side of the screen scroll down to the desired item3. Touch item4. Touch [EDIT]5. Touch [Available], [limited Availability] or [Not Available] as needed.6. If using Limited availability enter the available amount by using the up or down arrows.7. Touch [OK]

NOTE: You must perform the same procedure again when the item is available. Highlight [AVAILABLE] instead.Prices:

1. Touch [MI Prices]2. Using your finger on the slide bar on the right side of the screen scroll down to the desired item3. Touch item4. Touch [Edit]5. At price Touch “Calculator” Icon.6. Enter new price.7. Touch [OK] to save. 8. Touch [close]9. Touch [close] again

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EMPLOYEE

FUNCTION: Identification

PURPOSE: This procedure changes an employee ID number or is used to assign a MAG card to an employee

1. Touch the [Employee ID] key2. Using your finger on the slide bar on the right side of the screen scroll down to the desired item3. Touch item4. Touch [Edit]5. Enter new ID number - or - Swipe card6. Touch [OK] to save7. Touch [close]8. Touch [close] again

FUNCTION: Employee Training Mode

PURPOSE: This procedure puts employees into, or takes them out of training. When an employee is in training, their menu items will not print to an order printer and their totals will not affect normal reports. The checks DO have to be closed, however.

This function is generally not required as employee ID 99 is set up in the system for training

1. Press the [Employee Training] key2. Using your finger on the slide bar on the right side of the screen scroll down to the desired item3. Touch item4. Touch [Edit]5. Touch [In Training] or [Not In training]6. Touch [OK]7. Touch [close]8. Touch [close] again

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Revised 10.21.00NOTE: All checks opened in training mode must be closed!!! If the employee is not privileged to close checks, a cashier must close the checks.

FUNCTION: Assignment

PURPOSE: Use this procedure to change an employee job code or rate of pay

9. Touch the [Assignment] key10. Using your finger on the slide bar on the right side of the screen scroll down to the desired person11. Touch the person’s name12. Touch [Edit]13. Touch [Change Jobs]14. Touch [Add Job] to add a job code15. Touch [Edit] to edit rate of pay. Remember that there is a default rate of pay for all jobs EXCEPT

managers. You only need to edit those employees who make a different rate of pay than the rest of the people in their job class

16. Touch [OK] to save17. Touch [close]18. Touch [close] again

FUNCTION: Employee Shift

PURPOSE: This procedure increments an employee’s shift so that they can have two reports for one day.

19. Touch the [Employee Shift] key20. Using your finger on the slide bar on the right side of the screen scroll down to the desired person21. Touch the person’s name22. Touch [Edit]23. Touch [New Shift]24. Touch [OK] to save25. Touch [close]26. Touch [close] again

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TIME CARD

FUNCTION: Adjustment

PURPOSE: This procedure is used to adjust a time punch AFTER it has been created

There MUST be a record for you to change it!!!

NOTE: If an employee says that they forgot to clock in, have them go do so BEFORE you try to adjust the time

1. Touch the [Adjustment] key9. Using your finger on the slide bar on the right side of the screen scroll down to the desired employee2. Touch the [Edit] key3. If the employee is currently clocked in the Workstation will ask if you wish to clock them out, if it is the

end of night or you need to adjust the OUT time, touch yes, otherwise touch no4. Touch Record that you wish to change 5. Touch The box on Right of the wrong time6. Scroll the time to the correct time7. Change the AM, PM to the correct choice8. Touch [OK]9. Touch [Close]

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Printers

FUNCTION: Redirect Order Output

PURPOSE: This procedure is used if there is a printer that is not working or you want to redirect for different meal periods. (i.e. service bar only open at night)

NOTE: All the orders that are being sent to a specific printer may be redirected to another printer

10. Touch the [Redirect Printer] key11. Touch the Printer that you whish to make changes to.12. Touch the [Edit] key13. Touch the printer that you wish to send the items 14. Touch [OK]15. Touch [close]16. Touch [close] again

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Others

FUNCTION: Business Date

PURPOSE: This procedure allows you to change the business date

1. Touch the [Business Date] key2. Touch the Calendar key3. Touch the date that you would like to change to4. Touch [OK]5. Touch [close]6. Touch [close] again

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Reports at the Terminals

FUNCTION: System Balance

PURPOSE: This report gives revenue and receipt figures for the entire system (all the revenue centers combined)

FUNCTION: RVC BalanceManager Documentation 3700 9

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PURPOSE: These reports show revenue and receipt figures a specified revenue center

FUNCTION: Employee Balance

PURPOSE: This report gives revenue and receipt figures for the specified employee

FUNCTION: All Open Check

PURPOSE: This report gives an open check report for the current revenue center, for a range of employee numbers

FUNCTION: Emp Clsd Checks

PURPOSE: This report lists all closed checks for the specified employee

FUNCTION: All Clsd Checks

PURPOSE: This report gives a closed check report for all the revenue center

FUNCTION: Emp Open Checks

PURPOSE: This report gives an open check report for the specific employee

FUNCTION: All Open Checks

PURPOSE: This report gives an open check report for the revenue center

FUNCTION: MI Aval Rpt

PURPOSE: This report gives the status on menu items availability

FUNCTION: MI Sold

PURPOSE: This report gives a report on all menu items sold today

FUNCTION: Fam Grp Rpt

PURPOSE: This report gives a sales report by Family Group

FUNCTION: Clock In StatusManager Documentation 3700 10

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PURPOSE: This report lists the employees currently clocked in

FUNCTION: Emp Time Card

PURPOSE: This reports shows gives a time card detaila for a specified employee

FUNCTION: Time Per Sum

PURPOSE: This report provides a summary by time period of sales for the day

FUNCTION: Time Per Detail

PURPOSE: This report provides a detail report like the revenue center and system financial

reports broken down by the time period

FUNCTION: Non-Rev Service Charge

PURPOSE: This step is used to refund an erroneous charge to a credit card, after it has been batched or to add a card to a batch at a later date.

1. Sign in2. Press the [Trans Void] key3. Press the [++ Credit Card] or [C/C Adjust] key4. Enter the amount of the Charge voucher to be credited including tip5. Press [ENTER] 6. Press the [CREDIT AUTH] key7. Enter the Credit Card number from the charge voucher8. Press [ENTER] 9. Press [CREDIT FINAL]

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PC Functions and Reports3700 operations at the PC break down into 5 areas

FUNCTION: Configurator

PURPOSE: This area is used to make changes to the database such as adding an employee, changing or adding a menu item, as well as other more complicated changes

FUNCTION: AutoSeq & Reports

PURPOSE: This area is used to run reports. It contains grouped reports such as the end of day, and other single reports that can be run at any time. The first screen is a list of common reports and the end of day. The reports tab includes reports grouped by area. Click on any of the buttons to see which reports are available in that category. 40 column reports are those that are ran from the terminal and will not run to the printer in the office.

FUNCTION: Mgr Procedures

PURPOSE: This area is the same as the Procedures run from the Terminals.

FUNCTION: Control Panel

PURPOSE: This area starts and stops all of the services of the 3700. This is where Operations are started or stopped, either before a system shutdown or after a start up.

FUNCTION: Credit Cards

PURPOSE: This area is where batch creation and editing take place.

Note: Both the Configurator and Credit cards include online help. Click on HELP and then type in a word or two that describe your needs.

Micros 3700Adding an Employee

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At PC in the Office, Double Click on POS CONFIGURATOR ICON Enter password. Click on the Employees Tab Click on EMPLOYEES

To Add a Record and an Employee at the Same Time Click on the last record number in the section that you wish to add the Employee to Temporarily remove their id Click the Icon that has a yellow piece of paper over a white piece of Paper. (Copy Record)1 A new icon will appear next to that one.2 Click on the new icon.3 A copy of the record that you have used will appear4 Change the name on that line5 Give the new employee an id #6 Replace the employee’s id that you used for the copy procedure

JOB RATE Click on JOB RATE tab.1. Assign JOB CODE to employee. Click on down arrow for job codes2. To add additional Job Code Click on blue +.

You are not able to delete or change the current job code if employee has used it3. Click on OVERRIDING REGULAR RATE to put in pay rate.

Click on green to SAVE Click on File then Exit to Close

1. Arrow to desired employee number.2. Click on Last Name field

Enter Last Name3. Arrow or Click on First NameManager Documentation 3700 13

Revised 10.21.00Enter Last Name

GENERAL Click on GENERAL tab.1. CHECK NAME allows a different name than in FIRST NAME field to appear

on the guest check.Click on Check Name to enter a name if desired

2. PAYROLL ID#-Reference field for a payroll id number. If applicable.3. PC ID#-ID number to access Micros PC functions. Most employees this field will be blank.4. EMPLOYEE CLASS-This field determines employee privileges.

Click on down arrow to select Class

OPTIONS Click on OPTIONS tab.1. CASH DRAWER ASSIGNMENT: Select number: none, 1 or 2 cash drawer for employee

EMPLOYEE STATUS Click on EMPLOYEE STATUS tab.1. CASHIER ASSIGNMENT-Click on down arrow for cashier assignment if applicable.

JOB RATE Click on JOB RATE tab.3. Assign JOB CODE to employee. Click on down arrow for job codes4. To add additional Job Code Click on blue +.

You are not able to delete or change the current job code if employee has used it4. Click on OVERRIDING REGULAR RATE to put in pay rate.

Click on green to SAVE Click on File then Exit to Close

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Adding a Menu Item

At PC in the Office, Double Click on POS CONFIGURATOR ICON. Enter password. Click on SALES Click on MENU ITEMS Page down to desired menu item range.

To Add a Record and a Menu item at the Same Time Click on the last record number in the section that you wish to add the Menu item to

(If there are required condiments, copy from an item that works the way that you want the new item to work)

Click the Icon that has a yellow piece of paper over a white piece of Paper.7 A new icon will appear next to that one.8 Click on the new icon.9 A copy of the record that you have used will appear10 Change the name on that line11 You have done it!!!

Click on green to SAVE Click on File then Exit to Close

Or if there is an open record in the section that you would like to add to DEFINITION Click on DEFINITION tab.1. Click on Name 1 field

Enter Menu item Name2. Click on Name 2 (Remote Printer Name)

Enter Menu Item Name3. SLU-Click on down arrow to select SLU (Screen Look-Up)This determines what screen the menu item will display on.4. MENU ITEM CLASS-Click on down arrow to select. Check a like menu item for correct Menu item class.5. MENU ITEM LEVEL- Click on down arrow to select.

Ex.-Lunch Level EntreesCheck a like menu item for correct Menu item level.6. PRINT CLASS- Click on down arrow to select. Defines where a menu item prints.Check a like menu item for correct Print class.

Click on Groups tab1. MENU ITEM GROUP-Click on down arrow to select. Check a like menu item for correct Menu item group.2. REQUIRED CONDIMENT-Click on down arrow to select.Defines required prompts for a menu item. Ex. Meat temp.Check a like menu item for correct required condiment.4. ALLOWED CONDIMENT-Click on down arrow to select.

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Revised 10.21.00This allows a menu item to be modified by instructions.Check a like menu item for correct required condiment.

REPORTING Click on REPORTING tab.1. MAJOR GROUP- Click on down arrow to select. Check a like menu item for correct major group.2. FAMILY GROUP- Click on down arrow to select. Check a like menu item for correct family group.

PRICES Click on PRICES tab.1. Fixed Prices #1-Enter Price

Click on green to SAVE if needed Click on File then Close

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Shut Down 3700 Procedure

1) Double click Micros Control Panel Icon.

2) Click on [RESTAURANT] then click [OFF]. The Machine will say, “Changing state of Restaurant to off.” Click [OK].

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3) Wait for all green check marks to become red X’s. Exit the control panel. Do this by clicking [FILE] and click on [EXIT].

4) Click the [START] in the bottom left corner and choose shut down.

5) In the dialog box click [SHUT DOWN THE COMPUTER].

6) Click [YES].7) Once the machine says, “It’s now safe to turn off your computer.” Press the

power button, and wait ten seconds.8) After waiting the ten seconds press the power button again.

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9) Once asked what Operating system to use press [ENTER]. The system will default to the proper Operating System.

10) AT the Work Stations 11) Touch the [Minimize Ops] Key12) Touch the [START] in the bottom left corner and choose shut down.13) In the dialog box touch [SHUT DOWN THE COMPUTER].

14) Touch [YES].15) Once the machine says, “It’s now safe to turn off your computer.” turn the power

brick off, wait 10 seconds and turn the brick back on.16) The system will come up on it’s own.

Software KeyThe software key is attached to the back of your computer on the printer port.It is critical that you do not remove this key. This key controls the license for your Micros software. Removing it will cause a licensing failure and you will not be able to run operations. If you have to remove the key for any reason you MUST power off the computer first. Failure to do so can damage the key. A damaged key CANNOT be repaired. A new key would have to be purchased.

Attaching the Printer Cable to the Software KeyAs noted above the software key attaches to the printer port. The printer cable then attaches to the software key. This key is highly sensitive to electrical shock. Under no circumstances should you EVER remove the printer cable from the key while the computer is powered on. If you are sharing the printer with another computer you must purchase a switch. Removing and reattaching the printer cable to the software key while the computer is powered on may result in a damaged key. Once the key has been damaged it CANNOT be repaired. A new key would have to be purchased.

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Quick Sheet

F3 = Copy FieldF4 = Paste FieldF2 = Delete Field ValueF5 = Copy All RecordsF6 = Paste All RecordsThe First Icon on the top = Copy RecordThe Second Icon on the top = Paste Record [This one only appears after Copy Record]The Field Glasses = FindBlue plus = Add empty recordPink minus = Delete record [This will only work if there is no detail for the record]

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Choose …At Beginning if you know the nameChoose …Anywhere if you are not sure

Click First to findClick Next to go to the next matchClick Cancel to exit