Copyright 1998MICROS Systems, Inc.Beltsville, MD USAAll Rights ReservedPart Number: 100134-504QG(GLWLR Qmicros Systems, Inc.POS Configurator Use
xPrefaceWelcome to the POS Configurator User’s GuideRelated ManualsThis section provides a list of the related MICROS documentation as well as a list
5-2SystemOverviewOverviewUse the forms in the System folder to enter information that applies to the entire system or restaurant. Complete the forms
3700 POS Configurator User’s 5-3SystemRestaurantRestaurantIn the Restaurant form, enter information such as, the name(s) that apply to this restauran
5-4SystemRestaurantBusiness SettingsEstablish the business settings for this restaurant.ExampleThe Business Day Start Time and Business Week Start Da
3700 POS Configurator User’s 5-5SystemRestaurantOptionsSelect the options that apply to this restaurant.ExampleA restaurant located in Canada uses Eu
5-6SystemOrder TypesOrder TypesAt least one order type must be defined and enabled for every restaurant.NamesOrder type names can be up to eight char
3700 POS Configurator User’s 5-7SystemInformation ScreensInformation ScreensThe 3700 system allows you to design information screens that are unique
5-8SystemInformation ScreensProgrammingCreate the information screens required by this restaurant. Use spaces to center the information. The name of
3700 POS Configurator User’s 5-9SystemReasonsReasonsThe 3700 sample database comes with a default set of reasons for use with voids, returns, and tim
5-10SystemReasonsProgrammingEnter the reasons this restaurant requires and select when the reason should display.ExampleA restaurant that specializes
3700 POS Configurator User’s 5-11SystemPeriodsPeriodsUse the Periods form to create a set of periods for the restaurant. These periods serve as the b
3700 POS Configurator User’s xiPrefaceConventions and SymbolsConventions and SymbolsThis section describes the conventions and symbols used in this m
5-12SystemServing PeriodsServing PeriodsServing Periods are use to track sales for a given period of time.ProgrammingCreate the Serving Periods requi
3700 POS Configurator User’s 5-13SystemTime PeriodsTime PeriodsPeriods are used to analyze the sales activity during certain times of the day or shif
5-14SystemMacrosMacrosUse the Macros form to create collections of keystrokes.Develop a macro for each task that requires a sequence of keystrokes by
3700 POS Configurator User’s 5-15SystemExternal ProgramsExternal ProgramsUse this form to enter any external programs this restaurant will use in con
5-16SystemLicensingLicensingThis form includes the 3700 system software key licensing codes. ExampleThis restaurant Validates and Backs up the databa
3700 POS Configurator User’s 6-1Chapter 6SalesThe Sales folder contains information about the types of food and beverages a restaurant serves. Not on
6-2SalesOverviewOverviewUse the forms in the Sales folder to enter information about the items this restaurant sells and the taxes, discounts and ser
3700 POS Configurator User’s 6-3SalesTax RatesTax RatesUse the Tax Rates form to define the tax rates that apply to sales in a particular restaurant.
6-4SalesTax RatesProgrammingGeneralCreate a tax rate for each tax this restaurant requires. ExampleThis restaurant collects a 5% tax on food. They ca
3700 POS Configurator User’s 6-5SalesTax RatesBreakpointsComplete the Breakpoints tab if Breakpoint is selected in the Type field on the General tab.
xiiPrefaceWhat’s New?What’s New?What’s new in v1.01No new forms were added for this version.What’s new in v1.02Interfaces...
6-6SalesTax RatesCanadian TaxComplete the Canadian Tax form for Canadian Tax rates.
3700 POS Configurator User’s 6-7SalesTax ClassesTax ClassesOnce you’ve created the tax rates a restaurant will use, you can group them into tax class
6-8SalesPrint ClassesPrint ClassesUse this form to create print classes to control how and where different types of menu items print. You can select
3700 POS Configurator User’s 6-9SalesPrint ClassesProgrammingCreate the print classes required by this restaurant.ExampleThis restaurant uses two pri
6-10SalesMenu LevelsMenu LevelsUse this form to define a set of menu level classes to simplify menu item programming. Menu levels serve to “filter ou
3700 POS Configurator User’s 6-11SalesMenu LevelsProgrammingMenu Level ClassesCreate the menu level classes required by this restaurant.Example (Main
6-12SalesMenu LevelsAutomatic Menu LevelsCreate a record for each automatic menu level change this restaurant requires. ExampleIn this restaurant, th
3700 POS Configurator User’s 6-13SalesDiscount/ServiceDiscount/ServiceUse this form to program the discounts and service charges used in this restaur
6-14SalesDiscount/ServiceOptionsSelect the options and itemizers that apply to each discount or service charge. ExampleSelecting the Preset option fo
3700 POS Configurator User’s 6-15SalesDiscount/ServiceDiscount/Service ChargeUse this tab to complete the programming of Discounts and Service Charge
3700 POS Configurator User’s xiiiPrefaceReader ResponseReader ResponseAs you read this, the documentation staff at MICROS is hard at work preparing t
6-16SalesTender/MediaTender/MediaOrganizing Tender/MediaMicros recommends that tender/media keys be organized numerically based on their type. This m
3700 POS Configurator User’s 6-17SalesTender/MediaProgrammingGeneralCreate each tender/media key this restaurant requires.ExampleThis restaurant acce
6-18SalesTender/MediaTenderSelect the options that apply to each tender/media key.ExampleFor example, the option Open drawer is used with the[Cash] k
3700 POS Configurator User’s 6-19SalesTender/MediaPreset Tender KeysCreate any Preset Tender Keys this restaurant uses.ExampleThis restaurant speeds
6-20SalesTender/MediaCredit Card TenderSelect options to control the verification and authorization requirements for credit cards accepted by this re
3700 POS Configurator User’s 6-21SalesTender/MediaCredit AuthorizationAuthorizationDefine the authorization limits and the Credit Authorization and E
6-22SalesTender/MediaPreamblesEnter the range of digits that identify each credit card type. The preamble is used to associate credit cards read with
3700 POS Configurator User’s 6-23SalesTender/MediaProperty Management System (PMS)Select the options that apply to each PMS key.ExampleFor example, t
6-24SalesTender/MediaService Total OptionsSelect options to add functionality to service total key types. ExampleTo create a key that will “chain” se
3700 POS Configurator User’s 6-25SalesTender/MediaPrintingSelect the printing options that this restaurant requires for each key.ExampleThe Media Dec
xivPrefaceReader Response
6-26SalesCurrencyCurrencyUse this form to program the system to accept alternate currencies. ProgrammingDefine the other currencies this restaurant a
3700 POS Configurator User’s 6-27SalesCoursesCoursesUse this form to define courses in restaurants that offer fixed price meals. For more information
6-28SalesCoursesProgrammingCoursesCreate a record for each course this restaurant offers as part of a fixed price meal. The name can be descriptive,
3700 POS Configurator User’s 6-29SalesCoursesCourse MembershipCreate the course membership groups required by this restaurant.ExampleThe lunch meal a
6-30SalesCoursesCourse SelectionCreate a record for each type of fixed price meal this restaurant offers and select the courses included in the meal.
3700 POS Configurator User’s 6-31SalesDescriptorsDescriptorsIn the 3700 system, a descriptor is a word or phrase that appears on a UWS display, repor
6-32SalesDescriptorsMenu Item SLUEnter a name to describe each Menu Item SLU this restaurant requires and select a style for generated keys.ExampleTh
3700 POS Configurator User’s 6-33SalesDescriptorsTender/Media SLUEnter a name to describe each Tender/Media SLU this restaurant requires and select a
6-34SalesDescriptorsSales ItemizersCreate the itemizers this restaurant requires for subtotaling menu items.ExampleThis restaurant subtotals food and
3700 POS Configurator User’s 6-35SalesDescriptorsHeaders and TrailersEnter a name to describe each Header and Trailer this restaurant requires.Exampl
3700 POS Configurator User’s 1-1Chapter 1The 3700 System DatabaseThis chapter contains an introduction to the structure and contents of a 3700 databa
6-36SalesCondimentsCondimentsUse the Condiments form to program the condiment groups for this restaurant.ProgrammingCondiment GroupsCreate a group fo
3700 POS Configurator User’s 6-37SalesCondimentsCondiment MembershipCreate larger membership classes for condiments and select the groups that belong
6-38SalesCondimentsCondiment SelectionCreate the allowed and required condiment selections required for each type of menu item in this restaurant.Exa
3700 POS Configurator User’s 6-39SalesMenu Item ClassesMenu Item ClassesUse the Menu Item Classes form to simplify programming by assigning the same
6-40SalesMenu Item ClassesGeneral OptionsDefine the characteristics of each menu item.ExampleYou can define certain Menu Item Classes as Beverages wh
3700 POS Configurator User’s 6-41SalesMenu Item ClassesPrint/Display OptionsSelect options to control the printing and display of each class of menu
6-42SalesMenu Item ClassesPrice/TotalsSelect the required pricing and posting options for each class of menu items.ExampleThis restaurant reduces dri
3700 POS Configurator User’s 6-43SalesMenu ItemsMenu ItemsUse this form to program menu items. The Menu Item table is one of the largest in the datab
6-44SalesMenu ItemsNaming Menu ItemsThe 3700 system allows you to assign two names to each menu item. Programming determines whether Name1, Name2, or
3700 POS Configurator User’s 6-45SalesMenu ItemsProgrammingDefinition/GeneralCreate a record for each menu item and condiment this restaurant require
1-2The 3700 System DatabaseOverviewOverviewThe 3700 system uses client/server architecture to manage the unique information about each restaurant’s P
6-46SalesMenu ItemsDefinition/GroupsSelect the groups for each menu item this restaurant requires.ExampleYou can select a Menu Item and Condiment Gro
3700 POS Configurator User’s 6-47SalesMenu ItemsDefinition/OptionsSelect the options that apply to this menu item.ExampleThis restaurant has a limite
6-48SalesMenu ItemsReportsSelect the Major and Family Groups for each menu item this restaurant requires. You can select a Major, and Family Group, f
3700 POS Configurator User’s 6-49SalesMenu ItemsPricesCreate prices for each menu item and condiment this restaurant requires. ExampleEach menu item
6-50SalesMenu Items
3700 POS Configurator User’s 7-1Chapter 7Revenue CentersThe forms in the Revenue Centers folder contain options for customizing restaurant operations
7-2Revenue CentersOverviewOverviewDifferent revenue centers are defined within a system to provide sales tracking, accounting, and transaction contro
3700 POS Configurator User’s 7-3Revenue CentersRVC Credit CardsRVC Credit CardsDifferent revenue centers require different credit card handling optio
7-4Revenue CentersRVC Credit CardsHeaders/TrailersSelect the headers and trailers to print on credit card vouchers for each revenue center. ExampleTh
3700 POS Configurator User’s 7-5Revenue CentersRVC Credit CardsFloor LimitsEnable the secondary floor limits for each revenue center. ExampleThe Rest
3700 POS Configurator User’s 1-3The 3700 System DatabaseIntroducing the DatabaseIntroducing the DatabaseCharacteristics of the 3700 system include:❏
7-6Revenue CentersRVC Credit CardsPrintingSelect options to control the printing of credit card vouchers in each revenue center. ExampleThis restaura
3700 POS Configurator User’s 7-7Revenue CentersRVC Discount / ServiceRVC Discount / ServiceDiscounts and Service Charges may be controlled at the rev
7-8Revenue CentersRVC Display DesignRVC Display DesignThe options in RVC Display Design allow you to control the display in each revenue center. For
3700 POS Configurator User’s 7-9Revenue CentersRVC PostingRVC PostingUse the RVC Posting form to select the keys to which cash and bank tenders shoul
7-10Revenue CentersRVC PostingOptionsSelect totals and rounding options for each revenue center.ExampleIn this restaurant, the host seats the guests
3700 POS Configurator User’s 7-11Revenue CentersRVC PrintingRVC PrintingUse the Revenue Center Printing form to customize check operations and printi
7-12Revenue CentersRVC PrintingOptionsSelect the desired printing options for each revenue center.ExampleThis restaurant selects the option Partial c
3700 POS Configurator User’s 7-13Revenue CentersRVC Print DesignRVC Print DesignUse this form to design a different look for receipts and guest check
7-14Revenue CentersRVC Print DesignParametersEnter the number of lines needed to control the length of customer receipts in each revenue center.Examp
3700 POS Configurator User’s 7-15Revenue CentersRVC Print DesignGuest ChecksSelect options to determine what prints on guest checks in each revenue c
1-4The 3700 System DatabaseIntroducing the Databaseselect * from micros.mi_defPOS Configurator makes it easy for you to access and modify the tables
7-16Revenue CentersRVC Print DesignOptionsSelect options to control the printing of checks and order chits in each revenue center.ExampleIn the Resta
3700 POS Configurator User’s 7-17Revenue CentersRVC Print DesignHeaders and TrailersSelect a different header and/or trailer to print on guest checks
7-18Revenue CentersRVC InterfacesRVC InterfacesUse the RVC Interface folder to identify the PMS (Property Management System) and SIM (System Interfac
3700 POS Configurator User’s 7-19Revenue CentersRVC InterfacesPMSSelect the display options for each revenue center.
7-20Revenue CentersRVC SeatsRVC SeatsUse the RVC Seats form to control the operation of the Seats feature in each revenue center.ProgrammingEnable se
3700 POS Configurator User’s 7-21Revenue CentersRVC Table SeatingRVC Table SeatingUse the RVC Table Seating form to define service points in the in e
7-22Revenue CentersRVC TaxesRVC TaxesUse the RVC Taxes form to customize tax operations in each revenue center.ProgrammingGeneralDefine the tax optio
3700 POS Configurator User’s 7-23Revenue CentersRVC TaxesValue Added Tax (VAT)Select options that affect how Value Added Taxes (VAT) print on guest c
7-24Revenue CentersRVC TaxesCanadian TaxConfigure the Canadian tax printing options for each revenue center.ExampleThe example below shows how tax li
3700 POS Configurator User’s 7-25Revenue CentersRVC TouchscreensRVC TouchscreensUse the RVC Touchscreens form to customize touchscreen displays in ea
3700 POS Configurator User’s 1-5The 3700 System DatabaseTypes of Database TablesTypes of Database TablesThe tables in the database fall into several
7-26Revenue CentersRVC TouchscreensStylesChoose a style to display open checks when an employee presses the [Pick Up Check] or [Transfer key]. You ca
3700 POS Configurator User’s 7-27Revenue CentersRVC TouchscreensAlertsEnable alerts in the appropriate revenue centers.ExampleAlert times in the Rest
7-28Revenue CentersRVC TransactionsRVC TransactionsUse the RVC Transactions form to customize the options that control the operation of the 3700 syst
3700 POS Configurator User’s 7-29Revenue CentersRVC TransactionsChecks/ReceiptsSelect options to control check and receipt handling in each revenue c
7-30Revenue CentersRVC TransactionsCashierSelect the options that control cashiering in each revenue center.ExampleFor example if you enter “Cashier”
3700 POS Configurator User’s 7-31Revenue CentersRVC TransactionsSecuritySelect the security options required by each revenue center.ExampleThis resta
7-32Revenue CentersRVC TransactionsMenu LevelsSelect a default menu level for each revenue center.ExampleIn the Bar, when a customer orders a large d
3700 POS Configurator User’s 7-33Revenue CentersRVC TransactionsRetailThe Retail options will be available in a later version.
7-34Revenue CentersRVC Transactions
3700 POS Configurator User’s 8-1Chapter 8EmployeesUse the Employees folder to program information about a restaurant’s employees and schedule.In this
iiDeclarationsDeclarationsWarrantiesAlthough the best efforts are made to ensure that the information in this manual is complete and correct, MICROS
1-6The 3700 System DatabaseTypes of Database TablesSome of the other definition tables in the 3700 database include:Class Definition TablesThis speci
8-2EmployeesOverviewOverviewUse this folder to create Employee Classes to control privileges, and to enter individual employee information. If you ar
3700 POS Configurator User’s 8-3EmployeesEmployee ClassesEmployee ClassesEmployee Classes allow you to:❏ Generate reports for specific kinds of emplo
8-4EmployeesEmployee ClassesPrivilegesSelect the privileges for each employee class.ExampleThe Managers in this restaurant are privileged to create a
3700 POS Configurator User’s 8-5EmployeesEmployee ClassesProceduresSelect the procedures that each employee class may perform.ExampleIn this restaura
8-6EmployeesEmployee ClassesTransactionsSelect the options that control the transactions each employee class may perform.ExampleIn this restaurant ca
3700 POS Configurator User’s 8-7EmployeesEmployee ClassesGuest ChecksAssign privileges involving checks to the appropriate employee classes.ExampleIn
8-8EmployeesEmployee ClassesPrintingSelect the options that control printing for each employee class.ExampleIn this restaurant, servers print checks
3700 POS Configurator User’s 8-9EmployeesEmployee ClassesVoid/ReturnSelect the void and return privileges for each employee class. ExampleServers in
8-10EmployeesEmployee ClassesOptionsAssign privileges to each employee class to control tendering, cashier and cash drawer assignment, and menu level
3700 POS Configurator User’s 8-11EmployeesConfigurator AccessConfigurator AccessThe Configurator Access form allows you to privilege some employee cl
3700 POS Configurator User’s 1-7The 3700 System DatabaseTypes of Database TablesWhen you create a menu item that is an appetizer, you can assign it t
8-12EmployeesJobsJobsIn most cases the employee classes you create will translate into specific jobs. You might create jobs such as, Dishwasher, Chef
3700 POS Configurator User’s 8-13EmployeesJobsJob CategoriesCreate categories for reporting purposes. Then assign each Job in the definitions tab to
8-14EmployeesEmployeesEmployeesOrganizing Employee Information There are several ways to organize the employees form. You can list employees alphabet
3700 POS Configurator User’s 8-15EmployeesEmployeesOptionsAssign a cash drawer to employees that require one. ExampleIn this restaurant, Bartenders a
8-16EmployeesEmployeesEmployee StatusSelect a cashier link for each employee’s totals posting.ExampleJake’s totals will post to Cashier 1 in reports.
3700 POS Configurator User’s 8-17EmployeesEmployeesJob RatesSelect the Job that this employee most often performs and indicate any change in pay or c
8-18EmployeesTime and AttendanceTime and AttendanceUse the Time and Attendance form to program the 3700 system to keep track of wages, hours, and sch
3700 POS Configurator User’s 8-19EmployeesTime and AttendanceTime Clock ScheduleEnable the schedule created in the Time Clock Schedule form, and sele
8-20EmployeesTime and AttendanceOvertimeDefine the overtime parameters for this restaurant.ExampleThis restaurant’s daily overtime begins after 24 ho
3700 POS Configurator User’s 8-21EmployeesTime and AttendanceBreaksEnter information about break durations, prompts and authorization for this restau
1-8The 3700 System DatabaseTypes of Database TablesTotals TablesTotals tables contain accumulated totals information that reflect transaction activit
8-22EmployeesTime Clock ScheduleTime Clock ScheduleProgramming of this form is not required unless the Time and Attendance feature is used in this re
3700 POS Configurator User’s 9-1Chapter 9ReportingUse the Reporting folder to program totals tracking, create autosequences, and automate routine tas
9-2ReportingOverviewOverviewUse the forms in the Reporting folder to customize reporting to meet a specific restaurant’s needs. The 3700 system comes
3700 POS Configurator User’s 9-3ReportingReport TemplatesReport TemplatesThe system ships with a set of standard report templates designed by MICROS.
9-4ReportingReport TemplatesProgrammingUse this form to add any specialized report templates this restaurant requires.ExampleThis report was generat
3700 POS Configurator User’s 9-5ReportingReport ClassesReport ClassesThe sample database provides you with predefined report classes. Report classes
9-6ReportingReport Date RangeReport Date RangeUse the Report Date Range form to create date ranges for reports whose Report Class have the option Pro
3700 POS Configurator User’s 9-7ReportingSchedule ClassesSchedule ClassesUse the Schedule Classes form to create schedules for reports generated by a
9-8ReportingSchedule ClassesDays/MonthsUse the numbers 1 - 31 (for days) and 1 - 12 (for months) to specify the dates or months included for schedule
3700 POS Configurator User’s 9-9ReportingCashier TotalsCashier TotalsUse this form to create a name for each cashier link in the system. The name mig
3700 POS Configurator User’s 1-9The 3700 System DatabaseTypes of Database TablesDetail TablesDetail tables hold supporting information about transact
9-10ReportingHistorical TotalsHistorical TotalsUse the Historical totals form to determine a period of time for saving totals accumulated by the 3700
3700 POS Configurator User’s 9-11ReportingHistorical TotalsDescriptorAssign an Historical Totals class to each Historical Total to determine how data
9-12ReportingReport GroupsReport GroupsReport Groups provide a means for creating subtotals and sorting items on reports, as well as selecting items
3700 POS Configurator User’s 9-13ReportingReport GroupsFamily GroupsCreate the Family Groups required by this restaurant. ExampleThis restaurant crea
9-14ReportingReport GroupsMenu Item GroupsCreate the Menu Item groups required by this restaurant.ExampleMenu item groups can be used to track sales
3700 POS Configurator User’s 9-15ReportingTracking GroupsTracking GroupsA tracking group is a set of totals used to track specific information.How Ma
9-16ReportingTracking GroupsProgramming Create each Tracking group required by this restaurant. ExampleA restaurant that specializes in hamburgers ma
3700 POS Configurator User’s 9-17ReportingAutosequencesAutosequencesAn Autosequence is a predefined set of reports or other commands. The steps in an
9-18ReportingAutosequence StepsAutosequence StepsUse this form to create each step in the autosequence. If the step is a report, select the report te
3700 POS Configurator User’s 9-19ReportingAutosequence StepsError ActionsChoose what should happen if an error occurs during this step. ExampleThe sy
1-10The 3700 System DatabaseHow Forms are Related to TablesHow Forms are Related to TablesThe forms in POS Configurator allow you to enter informatio
9-20ReportingAutosequence StepsCall/Ext. ProgChoose another autosequence or and external program as a step. ExampleStarting NT Backup is a step that
3700 POS Configurator User’s 9-21ReportingAutosequence StepsReportSelect a report template as a step in an autosequence. ExampleThe first step in the
9-22ReportingAutosequence StepsStored ProceduresAdd any stored procedures to this autosequence. ExampleThe first step in an end of day autosequence c
3700 POS Configurator User’s A-1Appendix AFor 2700 UsersThis chapter describes the changes 2700 users will see in the 3700 POS Configurator.In this a
A-2What Happened to…What Happened to…Some 2700 features have changed extensively or no longer exist. If a 2700 feature has been removed, it is usuall
3700 POS Configurator User’s A-3What Happened to…File ConfigurationIn the 2700 system, you must allocate a set amount of RAM to variable-length files
A-4What Happened to…MAP CharactersIn the 2700 System, you can substitute up to six default characters with international or special characters, calle
3700 POS Configurator User’s Index 1IndexNote: A Master Index is located in the 3700 Feature Quick Reference Manual.All page numbers are hotspots.Nu
Index 2IndexDDdaily totalscreating1-8databaseadding records3-18backing up 2-10, 2-11broadcasting A-2changes, saving 3-25fields, copying 3-19records,
3700 POS Configurator User’s Index 3IndexIhelp. See online helphexadecimal fields, in 2700A-3hintsterminology illustrated3-7, 3-10historical totalsc
3700 POS Configurator User’s 1-11The 3700 System DatabaseHow Forms are Related to TablesSequence and Object NumbersEach record in a 3700 database tab
Index 4IndexPOrder Types formprogramming5-6Ppaste record tool, in POS Configurator 3-12paste tool, in POS Configurator 3-12pastingblocks of records3-
3700 POS Configurator User’s Index 5IndexSreturnsprivileges for employees, assigning8-9reasons 5-9Revenue Center folderprogramming order of forms7-2
Index 6IndexUTouchscreens formprogramming4-24 to 4-26Tracking Groups formprogramming9-15 to 9-16tracking totalsnumber of9-15subtotals of 9-15transact
1-12The 3700 System DatabaseHow Forms are Related to TablesScopeThe scope of the 3700 system allows you to consolidate and share data:❏ for a revenue
3700 POS Configurator User’s 2-1Chapter 2Chapter 5Creating a DatabaseThis chapter describes the procedure for creating a database.In this chapterOver
2-2Creating a DatabaseOverviewOverviewProgramming a new database requires you to do some planning. Use the 3700 Site Survey to gather information abo
3700 POS Configurator User’s 2-3Creating a DatabaseDatabase SourcesDatabase SourcesThere are several ways you can create a new database:❏ Adapt the 3
3700 POS Configurator User’s iiiTable of ContentsTable of ContentsPrefaceWelcome to the POS Configurator User’s Guide...
2-4Creating a DatabaseDatabase SourcesConverting a 2700 DatabaseYou can convert a 2700 database for use in the 3700 system. Although this is certainl
3700 POS Configurator User’s 2-5Creating a DatabaseProgramming MethodsProgramming MethodsThere are two ways to approach database programming: ❏ Progr
2-6Creating a DatabaseProgramming MethodsProgramming by FormSystematically completing information in the forms is the fastest way to program a databa
3700 POS Configurator User’s 2-7Creating a DatabaseSuggested Programming OrderSuggested Programming OrderDon’t Lock Yourself OutWhen entering POS Con
2-8Creating a DatabaseSuggested Programming OrderPeriodsTime PeriodsServing PeriodsPrint ClassesMenu LevelsDiscounts/Service Charges Descriptors Prog
3700 POS Configurator User’s 2-9Creating a DatabasePOS Configurator Folders and FormsPOS Configurator Folders and Forms SalesMenu Items Courses Disco
2-10Creating a DatabaseWrapping UpWrapping UpAfter you finish programming, wrap up with the following checklist:❏ Back up the database❏ Review site s
3700 POS Configurator User’s 2-11Creating a DatabaseWrapping UpReportsRun all autosequences to verify that reports are set up correctly, including tr
2-12Creating a DatabaseWrapping Up
3700 POS Configurator User’s 3-1Chapter 3Chapter 1Using POS ConfiguratorThis chapter introduces the POS Configurator interface and describes the step
ivTable of ContentsChapter 4: DevicesOverview... 4-2Networ
3-2Using POS ConfiguratorOverviewOverviewThe 3700 POS Configurator interface is easy to learn and use. Refer to the topics on the following pages to
3700 POS Configurator User’s 3-3Using POS ConfiguratorThe Control PanelThe Control PanelBefore you can open and use POS Configurator, you must start
3-4Using POS ConfiguratorThe Control PanelStarting the SQL Database ServerOnce the Control Panel is open, select the PC that acts as the database ser
3700 POS Configurator User’s 3-5Using POS ConfiguratorOpening POS ConfiguratorOpening POS ConfiguratorDouble-click the POS Configurator icon on your
3-6Using POS ConfiguratorOpening POS ConfiguratorIf this database has been opened before, the sign-in screen displays. Enter the PC Applications ID p
3700 POS Configurator User’s 3-7Using POS ConfiguratorThe Main WindowThe Main WindowThe main window provides easy access to the POS Configurator form
3-8Using POS ConfiguratorThe Main WindowThe Options MenuThe Options menu allows you to turn Caching on or off. Select Cached Updates to cause saved c
3700 POS Configurator User’s 3-9Using POS ConfiguratorThe Main WindowFoldersEach folder in POS Configurator contains buttons that open forms. When yo
3-10Using POS ConfiguratorThe Main WindowHintsHints appear at the bottom of each window to give you more detail about an object. To use Hints, simply
3700 POS Configurator User’s 3-11Using POS ConfiguratorThe ToolbarThe ToolbarThe POS Configurator toolbar provides shortcuts to common operations. Th
3700 POS Configurator User’s vTable of ContentsChapter 7: Revenue CentersOverview...
3-12Using POS ConfiguratorQuick Reference to POS Configurator ToolsQuick Reference to POS Configurator Tools CutUse this button to remove a record an
3700 POS Configurator User’s 3-13Using POS ConfiguratorQuick Reference to POS Configurator ToolsSave ChangesUse this button to save changes to the da
3-14Using POS ConfiguratorWorking with FormsWorking with FormsThe forms in POS Configurator allow you to enter information into the database tables.
3700 POS Configurator User’s 3-15Using POS ConfiguratorWorking with FormsSelecting OptionsOption selections appear as checkboxes when you are working
3-16Using POS ConfiguratorWorking with FormsFolder LinksSome fields are actually links to other tables. When you click on the folder next to the fiel
3700 POS Configurator User’s 3-17Using POS ConfiguratorWorking with Forms Working in Table View Table View is best for adding multiple records. In Ta
3-18Using POS ConfiguratorAdding RecordsAdding RecordsPOS Configurator makes it easy to add new records to the database. You can add a new employee o
3700 POS Configurator User’s 3-19Using POS ConfiguratorCopying and Pasting Single RecordsCopying and Pasting Single RecordsYou can copy and paste a s
3-20Using POS ConfiguratorBlock Copying and Pasting RecordsBlock Copying and Pasting RecordsYou can copy a range of records and paste them in a new l
3700 POS Configurator User’s 3-21Using POS ConfiguratorFinding a RecordFinding a RecordYou can locate records within a form using Find. This is usefu
viTable of Contents
3-22Using POS ConfiguratorEditing a RecordEditing a RecordEdits may be completed in Table View or Record View.To edit a record 1. Click the field yo
3700 POS Configurator User’s 3-23Using POS ConfiguratorDeleting Single RecordsDeleting Single RecordsYou may occasionally need to delete a record fro
3-24Using POS ConfiguratorBlock Deleting RecordsBlock Deleting RecordsYou can easily remove a range of records using Block Delete.To delete a block o
3700 POS Configurator User’s 3-25Using POS ConfiguratorSaving ChangesSaving ChangesTo save a change1. Click Save.
3-26Using POS ConfiguratorPrinting Employee and Menu Item DefinitionsPrinting Employee and Menu Item DefinitionsThere is a print button on the Empl
3700 POS Configurator User’s 3-27Using POS ConfiguratorPrinting Employee and Menu Item DefinitionsMenu Item Definition Report
3-28Using POS ConfiguratorUsing Touchscreen DesignerUsing Touchscreen DesignerThe illustrations below will help you get acquainted with Touchscreen D
3700 POS Configurator User’s 3-29Using POS ConfiguratorUsing Touchscreen DesignerTouchscreen Designer FieldsChanging the default key sizeThe default
3-30Using POS ConfiguratorUsing Touchscreen DesignerRight-click touchscreen keyThe following menu will pop up when you right-click a touchscreen key.
3700 POS Configurator User’s 3-31Using POS ConfiguratorUsing Touchscreen DesignerThe Key PaletteThe key palette is a type of “clipboard” on which one
3700 POS Configurator User’s viiPOS ConfiguratorPrefaceRefer to the preface if you have any questions about the organization, conventions, or content
3-32Using POS ConfiguratorUsing Touchscreen Designer
3700 POS Configurator User’s 4-1Chapter 4DevicesThe Devices folder is your gateway to configuring the hardware devices used in a restaurant. It inclu
4-2DevicesOverviewOverviewComplete the forms in the Devices folder in following order to configure the system hardware:1. Network Node2. Devices3.
3700 POS Configurator User’s 4-3DevicesNetwork NodeNetwork NodeIn the Network Node form, create a unique name for each PC in the system, and associat
4-4DevicesNetwork NodeCOM PortsProgram COM ports and parameters..
3700 POS Configurator User’s 4-5DevicesDevicesDevicesUse the Devices folder to identify each physical device in the system. Select a name that identi
4-6DevicesDevicesPrinter DefinitionIf the device is a printer, specify its type and settings.ExampleIn the example above, record number 2 is identifi
3700 POS Configurator User’s 4-7DevicesDevicesPrinter InterfaceIf the device is a printer, specify its IDN ID (if required) and its com port. Exampl
4-8DevicesOrder DevicesOrder DevicesUse the Order Devices folder to configure the devices that print order output in this restaurant.Using Logical Or
3700 POS Configurator User’s 4-9DevicesOrder DevicesBackup and Redirection Devices A backup printer takes over the printing for a device if it fai
viiiPrefaceWelcome to the POS Configurator User’s GuideWelcome to the POS Configurator User’s GuideThe purpose of this manual is to provide MICROS in
4-10DevicesOrder DevicesOptionsSelect options to control the appearance of order chits printed by each device. ExampleIn the example above, this rest
3700 POS Configurator User’s 4-11DevicesUser WorkstationsUser WorkstationsUse the User Workstations form to assign touchscreens, options, order devic
4-12DevicesUser WorkstationsProgrammingGeneralMake selections for each UWS. Use the folder link to go to RVC Transactions to create a name for each r
3700 POS Configurator User’s 4-13DevicesUser WorkstationsUWS OptionsSelect the desired options for each UWS.ExampleThis restaurant chooses to display
4-14DevicesUser WorkstationsCashierSelect options to control cashier assignment when assigned by UWS (not employee). ExampleIn the example above, t
3700 POS Configurator User’s 4-15DevicesUser WorkstationsOrder DevicesEnable the order devices associated with this UWS. ExampleThe order devices you
4-16DevicesUser WorkstationsPrintersSelect the printers that will service each UWS.ExampleIn this restaurant, customer receipts from the PCWS01 are p
3700 POS Configurator User’s 4-17DevicesUser WorkstationsPeripheralsSelect the peripherals that will service each UWS.
4-18DevicesInterfacesInterfacesUse the Interface folder to identify the PMS (Property Management System), SIM (System Interface Module), or any other
3700 POS Configurator User’s 4-19DevicesInterfacesInterfaceConfiguration the communications parameters.
3700 POS Configurator User’s ixPrefaceWelcome to the POS Configurator User’s GuideAppendix A: For 2700 UsersThis chapter describes the changes 2700 u
4-20DevicesCA/EDC DriversCA/EDC DriversList and configure the credit card driver(s) this restaurant will use for authorization and settlement of cred
3700 POS Configurator User’s 4-21DevicesCA/EDC DriversSystemComplete the active fields. The fields in this form do not become active until you save t
4-22DevicesCA/EDC DriversAuthorizationComplete the active fields. The fields in this form do not become active until you save the Driver Activation C
3700 POS Configurator User’s 4-23DevicesCA/EDC DriversSettlementComplete the active fields. The fields in this form do not become active until you sa
4-24DevicesTouchscreensTouchscreensUse the touchscreens form to enter a list of touchscreens and create styles for generated keys.MethodsYou can crea
3700 POS Configurator User’s 4-25DevicesTouchscreens ProgrammingTouchscreensEnter a name for each touchscreen and template required by this restauran
4-26DevicesTouchscreensStylesCreate the styles for displaying generated keys and assign each style to a template. ExampleThe style created by the set
3700 POS Configurator User’s 4-27DevicesTouchscreen DesignerTouchscreen DesignerUse the Touchscreen Designer form to create new touchscreens and edit
4-28DevicesTouchscreen Designer
3700 POS Configurator User’s 5-1Chapter 5SystemThe forms in the System folder help you enter information about the name, local currency, table arrang
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