Configuration Guide Oracle Hospitality Simphony

[Pages:416]Oracle? Hospitality Simphony

Configuration Guide

Release 2.8

E66799-06 April 2019

Oracle Hospitality Simphony Configuration Guide, Release 2.8

E66799-06

Copyright ? 2010, 2019, Oracle and/or its affiliates. All rights reserved.

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Contents

1 Introduction to Simphony

2 Enterprise

Enterprise Organization Inheritance and Overrides Configuring Permissions for the Enterprise Understanding CAL Packages Overview of CAL Package Deployment Configuring CAL Package Permissions Configuring CAL Packages Resizing the Initial Workstation Database Changing a Custom CAL Package CAL Deployment Order Adding a Deployment Schedule for the Current CAL Package Adding a Deployment Schedule for a Group of CAL Packages Viewing CAL Package Deployment Schedules Changing a CAL Package Version Viewing, Reloading, and Saving CAL Package Contents Manually Deploying CAL Packages Updating CAL Client Workstations Distributing CAL from a Property Application Server Configuring the Distributed CAL (DCAL) Server Changing the CAL Server Location Moving the DCAL Server to Another Service Host Configuring a DCAL Download Schedule Reviewing the DCAL File Download Status Pairing a New Workstation With a DCAL Server

3 Properties

Adding a Property Adding a Revenue Center

2-2 2-2 2-3 2-4 2-7 2-8 2-8 2-9 2-10 2-11 2-12 2-13 2-14 2-14 2-15 2-15 2-16 2-16 2-17 2-18 2-18 2-18 2-19 2-19

3-1 3-2

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Overview of Adding a Workstation Adding a Workstation Configuring Workstation Transaction Settings Setting Offline Transaction Posting Time Configuring Workstation Security Configuring the Magnetic Stripe Reader on the Oracle MICROS Tablet 720 Configuring the Barcode Scanner on the Oracle MICROS Tablet 720 Integration with the Android Mobile Operating System Android Devices and Versions Android Functionality Support Android Network Requirements Android Payments Configuring the Android Device Configuring the Android Device as a Workstation Setting the CAL Package for the Android Device Installing the Client Application Loader (CAL) on the Android Device Installing the Simphony Service Host Viewing and Editing Simphony Android Files Setting Languages

4 Employees and Privileges

Setting Employee Roles Creating Employee Classes Adding an Employee Terminating an Employee Changing Employee Information Configuring Employee Shifts Configuring Employee Breaks Clock-In and Clock-Out Cycles Setting Clock-In and Clock-Out Cycles Job Codes Configuring Job Codes Understanding Tip Tracking Configuring Tip Tracking and Reporting Configuring Tip Track Front of House Buttons

5 Payments and Currency

Types of Payment Configuring Base Currency and Alternate Currency

3-3 3-3 3-5 3-6 3-6 3-8 3-8 3-8 3-9 3-10 3-10 3-11 3-11 3-12 3-12 3-13 3-14 3-14 3-15

4-1 4-3 4-4 4-5 4-5 4-7 4-9 4-10 4-10 4-11 4-11 4-12 4-13 4-14

5-2 5-2

iv

Configuring Currency Conversions Configuring the Cash Tender Credit Card Tokenization Loadable Payment Card Configuration Tasks Loadable Payment Configuration Prerequisites Universal Transaction Gateway for Shift4 Communication Methods for Fusebox Payment Card Driver stunnel Installation Methods Installing stunnel at a Single Host Location Installing stunnel Through Simphony as a CAL Package Configuring the CAPMS Payment Card Driver Configuring the CAPMS Payment Module Configuring the Dollars on the Net Payment Card Driver Configuring the Dollars on the Net Payment Module Configuring the Fusebox Payment Card Driver Configuring the Fusebox Payment Module Configuring the VisaD Payment Card Driver Configuring the VisaD Payment Module Configuring the Loadable Payment Card Device Creating Front of House Loadable Payment Card Buttons Distributing a Third-Party Credit Card Driver Package Copying Third-Party Payment Driver Files Creating a CAL Package for the Third-Party Payment Card Driver Distribution Credit Card Batching Creating a Credit Card Batch Editing a Credit Card Batch Settling a Credit Card Batch Credit Card Preamble Credit Card Preamble Rules Updating Standard Credit Card Preambles List of Standard Credit Card Preambles for the U.S. Pay at the Table Configuring a Credit Card Tender Configuring the Room Tender Configuring the OPERA PMS Payment Driver Configuring the MICROS Standard Credit Card Payment Module Configuring the Loadable PMS Payment Module Configuring the Demo Payment Setting the Front of House to Allow Pay at the Table Configuring Email Receipts Autosequence Events

5-3 5-4 5-5 5-5 5-6 5-7 5-8 5-8 5-9 5-9 5-10 5-11 5-13 5-14 5-16 5-18 5-20 5-22 5-23 5-24 5-24 5-25 5-25 5-26 5-26 5-26 5-27 5-27 5-27 5-28 5-28 5-29 5-30 5-31 5-31 5-32 5-35 5-36 5-36 5-38 5-39

v

Configuring Autosequence Events Configuring the Autosequence Event Schedule

5-39 5-40

6 Taxes

Understanding Tax Rates and Tax Classes Serving Periods Configuring a Serving Period Order Types Configuring Order Types Configuring Order Types as Subtotal Keys Configuring Tax Rates and Classes Understanding Tax Labels Configuring Tax Labels Printing Tax Rate Per Item Configuring Tax Rates Per Item to Print on Guest Check, Customer Receipt and Journal Configuring Workstation Number and Transaction Number to Print on Guest Check, Customer Receipt, and Journal

6-2 6-3 6-3 6-4 6-5 6-6 6-7 6-8 6-8 6-8

6-9

6-10

7 Discounts

Automatic Discounts Understanding Automatic Discount Rules Understanding Awarding Algorithms Discount Award Types Discount Exclusivity Simple Exclusivity Group Exclusivity Menu Item Groups Configuring Discount Privileges Configuring Discounts Understanding Automatic Discounts with Decimal Quantity Menu Items Amount Off Examples Amount Substitution Examples Configuring Decimal Quantity Menu Items Configuring a Combination Pricing Discount Applying Discounts Using Condiments Configuring the Condiment as the Trigger Configuring Parent Menu Item Class Discounts Configuring the Discount for a Condiment Creating the Discount Button

7-2 7-3 7-3 7-5 7-5 7-6 7-7 7-8 7-8 7-9 7-13 7-13 7-14 7-15 7-15 7-16 7-17 7-17 7-18 7-19

vi

Configuring Menu Item Groups

8 Service Charges

Configuring Service Charges

9 Setting Up Menu Items

Menu Item Programming Best Practices Major Groups Family Groups Menu Item Master and Menu Item Definitions Menu Item Classes Menu Item Pricing Screen Look Up (SLU) Number Look Up (NLU) Menu Levels Sales Itemizers Configuring Major Groups Configuring Family Groups Configuring Menu Item Classes Configuring Menu Item Prices 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 Configuring Menu Item Functionality on the Workstation Configuring Sales Itemizers Configuring Master Records for Menu Items Configuring Menu Item Definitions Adding and Disabling Menu Items Configuring Menu Item Availability from the EMC Configuring Menu Item Availability for Multiple Definitions at the Workstation Configuring a Weighed Menu Item Understanding Tare Weight Setting the Tare Weight for a Menu Item Menu Item Fees Configuring Menu Item Fees Configuring Screen Look Ups for Menu Items Configuring Screen Look Ups for Discounts

7-19

8-1

9-2 9-3 9-3 9-3 9-4 9-5 9-6 9-6 9-7 9-9 9-10 9-10 9-10 9-12 9-13 9-14 9-14 9-15 9-15 9-16 9-17 9-17 9-18 9-19 9-20 9-20 9-20 9-21 9-21 9-22 9-22 9-23 9-24

vii

Configuring Screen Look Ups for Service Charges Configuring Screen Look Ups for Tender/Media Records Configuring Screen Look Ups for Family Groups Configuring Screen Look Ups for Major Groups Configuring Screen Look Ups for Custom Reports Configuring Screen Look Ups for Open Checks Configuring Number Look Ups for Discounts Configuring Number Look Ups for Service Charges Configuring Number Look Ups for Tender/Media Records Configuring Number Look Ups for Main and Sub Levels Menu Item Waste Checks Allowing Employees to Begin Waste Checks and Run Waste Check Reports Configuring Waste Reasons Configuring Waste Receipt Headers and Trailers Hiding Price Details on Waste Checks Creating the Declare Waste Button Menu Item Waste Reports

10

Condiments

Condiment Groups and Condiment Sets Configuring Condiment Groups Creating Menu Item Classes for Condiment Groups Creating Menu Item Master Records for Condiments Configuring Condiment Sets Assigning Condiments to Parent Menu Item Classes Assigning Default Condiments to Parent Menu Items Condiment Prefixes Creating Condiment Prefix Menu Items Creating Menu Items Classes for Prefixes Activating Condiment Prefixes Deactivating Condiment Prefixes Configuring Touchscreen Buttons for Condiment Prefixes Setting Condiment Appearance Understanding the Popup Condiment Orderer Configuring a Popup Condiment Orderer Page Configuring a Revenue Center to Use the Popup Condiment Orderer Configuring a Menu Item Class to Use the Popup Condiment Orderer

9-24 9-25 9-25 9-26 9-26 9-26 9-27 9-28 9-28 9-29 9-29 9-30 9-31 9-31 9-32 9-32 9-33

10-2 10-2 10-3 10-3 10-4 10-4 10-6 10-6 10-7 10-7 10-8 10-8 10-9 10-9 10-10 10-10 10-11 10-12

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