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.
2.
3.
4.
5.
6.
7.
8.
Have the employee sign in
Go to the [FUNCTION] Screen
Enter the check number and press the [ADJ CLOSED CHECK] key
"AUTHORIZATION ENTER ID NUMBER" will display; swipe manager card
"EDIT THIS CLOSED CHECK?” will display, press [ENTER] key
Touch the form of payment
Touch the [VOID] key
Now pay the check to the correct form of payment
FUNCTION:
Manager Voids
PURPOSE:
This step is used to void items on a guest check that have
already been service totaled, but not tendered.
1.
2.
3.
4.
5.
Have the employee sign in
Pickup the check in the normal manner
Touch the item to be voided and press the [VOID] key
"AUTHORIZATION ENTER ID NUMBER" will display; swipe your card
Repeat steps 3 through 4 for each item to be voided
FUNCTION:
Transaction Voids
PURPOSE:
This step is used to void numerous items on a guest check
that have already been tendered.
1.
2.
3.
4.
5.
Have the employee sign in
Press the [FUNCTION SCREEN] key
Press the [TRANS VOID] key
“AUTHORIZATION, ENTER ID NUMBER” will display, swipe manager card
Enter the menu items to be voided (as you would order the items normally). Until the check is serviced all
items pressed will be negative
6. 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 Terminals
Note: Procedures are generally to make modifications to existing information
1.
2.
3.
4.
5.
6.
Sign in
Press the [PROCEDURES] Key
The Windows95 screen will come up
Touch [Mgr Procedures] Icon
Enter your ID code and Press [OK]
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 item
3. Touch item
4. 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.
2.
3.
4.
5.
6.
7.
8.
9.
Touch [MI Prices]
Using your finger on the slide bar on the right side of the screen scroll down to the desired item
Touch item
Touch [Edit]
At price Touch “Calculator” Icon.
Enter new price.
Touch [OK] to save.
Touch [close]
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.
2.
3.
4.
5.
6.
7.
8.
Touch the [Employee ID] key
Using your finger on the slide bar on the right side of the screen scroll down to the desired item
Touch item
Touch [Edit]
Enter new ID number - or - Swipe card
Touch [OK] to save
Touch [close]
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] key
2. Using your finger on the slide bar on the right side of the screen scroll down to the desired item
3. Touch item
4. Touch [Edit]
5. Touch [In Training] or [Not In training]
6. Touch [OK]
7. Touch [close]
8. Touch [close] again
NOTE: All checks opened in training mode must be closed!!! If the employee is not privileged to close checks, a
cashier must close the checks.
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FUNCTION:
Assignment
PURPOSE:
Use this procedure to change an employee job code or rate of pay
9.
10.
11.
12.
13.
14.
15.
Touch the [Assignment] key
Using your finger on the slide bar on the right side of the screen scroll down to the desired person
Touch the person’s name
Touch [Edit]
Touch [Change Jobs]
Touch [Add Job] to add a job code
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 save
17. 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.
20.
21.
22.
23.
24.
25.
26.
Touch the [Employee Shift] key
Using your finger on the slide bar on the right side of the screen scroll down to the desired person
Touch the person’s name
Touch [Edit]
Touch [New Shift]
Touch [OK] to save
Touch [close]
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:
1.
9.
2.
3.
4.
5.
6.
7.
8.
9.
If an employee says that they forgot to clock in, have them go do so BEFORE you try to adjust the time
Touch the [Adjustment] key
Using your finger on the slide bar on the right side of the screen scroll down to the desired employee
Touch the [Edit] key
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 no
Touch Record that you wish to change
Touch The box on Right of the wrong time
Scroll the time to the correct time
Change the AM, PM to the correct choice
Touch [OK]
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:
10.
11.
12.
13.
14.
15.
16.
All the orders that are being sent to a specific printer may be redirected to another printer
Touch the [Redirect Printer] key
Touch the Printer that you whish to make changes to.
Touch the [Edit] key
Touch the printer that you wish to send the items
Touch [OK]
Touch [close]
Touch [close] again
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Others
FUNCTION:
Business Date
PURPOSE:
This procedure allows you to change the business date
1.
2.
3.
4.
5.
6.
Touch the [Business Date] key
Touch the Calendar key
Touch the date that you would like to change to
Touch [OK]
Touch [close]
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 Balance
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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
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FUNCTION:
Clock In Status
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.
2.
3.
4.
5.
6.
7.
8.
9.
Sign in
Press the [Trans Void] key
Press the [++ Credit Card] or [C/C Adjust] key
Enter the amount of the Charge voucher to be credited including tip
Press [ENTER]
Press the [CREDIT AUTH] key
Enter the Credit Card number from the charge voucher
Press [ENTER]
Press [CREDIT FINAL]
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PC Functions and Reports
3700 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.
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Micros 3700
Adding an Employee




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



1
2
3
4
5
6
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)
A new icon will appear next to that one.
Click on the new icon.
A copy of the record that you have used will appear
Change the name on that line
Give the new employee an id #
Replace the employee’s id that you used for the copy procedure


JOB RATE
Click on JOB RATE tab.
1.
2.
Assign JOB CODE to employee. Click on down arrow for job codes


Click on green
to SAVE
Click on File then Exit to Close
To add additional Job Code Click on blue +.
You are not able to delete or change the current job code if employee has used it
3. Click on OVERRIDING REGULAR RATE to put in pay rate.
1. Arrow to desired employee number.
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Click on Last Name field
Enter Last Name
3. Arrow or Click on First Name
Enter Last Name
2.
 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.
4.
Assign JOB CODE to employee. Click on down arrow for job codes


Click on green to SAVE
Click on File then Exit to Close
To add additional Job Code Click on blue +.
You are not able to delete or change the current job code if employee has used it
4. Click on OVERRIDING REGULAR RATE to put in pay rate.
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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 appear
10 Change the name on that line
11 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 Name
2. Click on Name 2 (Remote Printer Name)
Enter Menu Item Name
3. 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 Entrees
Check 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 tab
1. 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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This 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)
2)
Double click Micros Control Panel Icon.
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].
Once the machine says, “It’s now safe to turn off your computer.” Press the
power button, and wait ten seconds.
After waiting the ten seconds press the power button again.
7)
8)
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9)
10)
11)
12)
13)
14)
15)
16)
Once asked what Operating system to use press [ENTER]. The system will default
to the proper Operating System.
AT the Work Stations
Touch the [Minimize Ops] Key
Touch the [START] in the bottom left corner and choose shut down.
In the dialog box touch [SHUT DOWN THE COMPUTER].
Touch [YES].
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.
The system will come up on it’s own.
Software Key
The 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 Key
As 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 Field
F4 = Paste Field
F2 = Delete Field Value
F5 = Copy All Records
F6 = Paste All Records
The First Icon on the top = Copy Record
The Second Icon on the top = Paste Record [This one only appears after Copy
Record]
The Field Glasses = Find
Blue plus = Add empty record
Pink minus = Delete record [This will only work if there is no detail for the record]
Choose …At Beginning if you
know the name
Choose …Anywhere if you are
not sure
Click First to find
Click Next to go to the next
match
Click Cancel to exit
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