9700 Rmc Mgr Doc 2d1q3f
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9700 HMS
Remote Management Console Manual
MICROS 9700 HMS
Page 2 of 30
Table of Contents
The Navigation Bar..............................................................................................4 Navigating in the Remote Management Console.............................................5 Selecting a Revenue Center...............................................................................6 Major Groups..............................................................................................................7 Family Groups............................................................................................................8 Adding a Menu Item.............................................................................................9 Menu Item Master.............................................................................................14 Menu Item Definition.......................................................................................16 Menu Item Price................................................................................................18 Adding an Employee.........................................................................................22 Employee File...................................................................................................24 Operator File.....................................................................................................27 Report Writer....................................................................................................29
MICROS 9700 HMS
Page 3 of 30
The Navigation Bar
1
2
3 4 5 6
7
8
9 10 11 12 13 14 15 16 17
Save: Commits any changes that you have made Print: Prints selection Cut: Copy: Paste: Inserts the contents of the clipboard Delete: Deletes selected item Undo: Reverses last command or deletes last entry that was typed Toggle Navigation: Hides the tree diagram (Left side of RMC) Toggle Table/Form: Toggles between Table and Form View (Keep in mind that not all options are visible in Form View) 10. Find: Searches for selected criteria entered in the “Find What” field. You can search the MI Master, MI Definition, MI Class, Major Group and Family Group, by using the “Table to Search” drop down menu. 11. First: Goes to the first record of the current table 12. Previous: Goes to the previous record of the current table 13. Next: Goes to the next record in the current table 14. Last: Goes to the last record in the current table 15. Insert: Inserts into the current table 16. Go To: In Table view you can use this to go to a specified record number in the current table 17. Revenue Center Selector: Presents you a list of Revenue Centers to choose from 1. 2. 3. 4. 5. 6. 7. 8. 9.
Once you are logged into the Remote Management Console, be sure to maximize the window so all forms are fully viewable. In the table view of Menu Item & Employee Maintenance there are tabs on the bottom of the table to navigate between classic forms Keep in mind if an item is not lit up, it is just unavailable in the current situation. The available functions change from movement to movement and/or screen to screen. Most functions on the navigation bar are available under the File, Edit and View Menus in the upper left border of the window.
MICROS 9700 HMS
Page 4 of 30
Navigating in the Remote Management Console
The “+” next to an item indicates that there are more options under it. If you single click on the “+” sign it will expand and become a “–“ sign, listing all of its options under it. Double click on the option to display it in the right window. Anywhere you see a “ ” it indicates there are more options available. Click on the down arrow to show a drop down list to choose from. In the menu item tree diagram you will notice that all but one item are highlighted green. The green indicates the item(s) are in the revenue center that you are currently working in. To change revenue centers, click on the “Revenue Center Selector” button on the navigation bar. The help feature of MICROS 9700, is not available in all areas. But is very useful where it is available. Right click on an area you want additional information on and a small window will appear with information regarding the selected area.
MICROS 9700 HMS
Page 5 of 30
Selecting a Revenue Center
Before working in the RMC, always select a Revenue Center. Click on the “Revenue Center Selector”, to choose the Revenue Center you want to be working in from the list, and click “OK”. You can see what Revenue Center you are currently working in the middle of the right window. If working with shared revenue centers make sure you are in the master revenue center. You can not make changes in child revenue centers.
MICROS 9700 HMS
Page 6 of 30
Major Groups
To view/add a Major Group. Double click on “Menu Item Maintenance”. Change your view to “Table View”. These are your Major Groups. Proceed with caution in this area. If you add a Major Group and do not add it to tracking it will not be tracked anywhere in the system, but will be added to systems totals.
MICROS 9700 HMS
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Family Groups
To add/view Family Groups just click on the “Family Group” tab. Family groups are added and edited in the same way major groups are.
MICROS 9700 HMS
Page 8 of 30
Adding a Menu Item
Expand “Menu Items”
MICROS 9700 HMS
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Double click “Menu Item Maintenance”.
MICROS 9700 HMS
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Click on the “Sort By:” drop down menu.
MICROS 9700 HMS
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Select “Master by Maj/Fam Grp” from the drop down menu.
MICROS 9700 HMS
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Drop down into the Major Group and then into the Family Group that you want to work with.
MICROS 9700 HMS
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Menu Item Master
Find the last number in the group of items you wish to add. Then click on “Insert”.
MICROS 9700 HMS
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Menu Item Master
Select “Master” from the “Type:” drop down menu. Enter in the “Report Name” (Item name) Select “Record Number or Range” radio button, and enter in the number you wish the item to be. Select the appropriate “Major Group” and “Family Group”, from the drop down menus. Click “OK”
MICROS 9700 HMS
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Menu Item Definition
You have entered in the master information for the item, now you need to add the definition and price. With the new item highlighted, click “Insert”
MICROS 9700 HMS
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Menu Item Definition
“Type:” should be definition. Select the “Revenue Center(s)” you want the item to be in active in. Check the “Use Selected Definition as Template” check box. From the “Definition Record to Use as Template” select an item that has the same definition attributes that you want your new item to have. From the “Master Records to Receive Definition” your item should be listed here. In the “To” drop down; If you are adding 1 definition it will be blank, If you are adding multiple definitions, you can select an ending number and all of the items will receive the same definition attributes. The “Add Price Records” option is available only when you are not using another item as a template. We will be adding the price next. Click “OK”.
MICROS 9700 HMS
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Menu Item Price
You have entered the master and definition information for your item(s). Now we will add the pricing information. With the item highlighted click “Insert”.
MICROS 9700 HMS
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Menu Item Price
In the “Count” field, enter the number of price records you want for the item. Enter in the “Default Price”(Format = $$.¢¢). Click “OK”
MICROS 9700 HMS
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MICROS 9700 HMS
Page 20 of 30
Menu Item Price
Now you have entered a complete menu item. It should be working in the Revenue Center you defined it in.
MICROS 9700 HMS
Page 21 of 30
Adding an Employee
Expand Personnel
MICROS 9700 HMS
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Employee Maintenance
Double click “Employee Maintenance”
MICROS 9700 HMS
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Employee File
Select “Employee” from the drop down menu.
MICROS 9700 HMS
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Employee File
Toggle the form to Table view
MICROS 9700 HMS
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Employee File
Enter the employee information on an open record, be sure to select the correct Employee Class, Current RVC and Job information (if applicable).
MICROS 9700 HMS
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Operator File
Click the Operator tab. Check the setting for Cashier Number & Tracking Group for each employee. Use similar employees as a guide. If the employee works in more than 1 RVC, use the RVC selector to navigate between each RVC’s operator file.
MICROS 9700 HMS
Page 27 of 30
Report Writer
Click on Utilities & expand Reporting. Double click Report Writer.
MICROS 9700 HMS
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Report Writer
To select a report, expand the appropriate Report Category and click the Report Name. The report options will display on the right side of the screen. The options that display depend upon the type of report that is selected. If there is more than one flexible-format report defined for a particular report type (for example, four Menu Item reports), a selection box will display with all possible formats. You must make a report selection before continuing to set the report options. The Report Options section is used to specify the parameters which determine the contents and type of report to be created. Select a particular Total Set to view different date ranges. Select a particular RVC from View or select System for all RVCs. Use the Start of Range and End of Range to select a range of employees, cashiers or menu items depending on the report type. Once all options are set, click Create Report to view the results.
MICROS 9700 HMS
Page 29 of 30
Autosequencer
Double click Autosequencer. Click on the selected Autosequence & click Run to execute. o The Autosequencer can be used to generate daily reports as well as retrieve reports for a previous day, week, month or year. o The Autosequencer also provides a means of manually closing a day of business.
MICROS 9700 HMS
Page 30 of 30
Remote Management Console Manual
MICROS 9700 HMS
Page 2 of 30
Table of Contents
The Navigation Bar..............................................................................................4 Navigating in the Remote Management Console.............................................5 Selecting a Revenue Center...............................................................................6 Major Groups..............................................................................................................7 Family Groups............................................................................................................8 Adding a Menu Item.............................................................................................9 Menu Item Master.............................................................................................14 Menu Item Definition.......................................................................................16 Menu Item Price................................................................................................18 Adding an Employee.........................................................................................22 Employee File...................................................................................................24 Operator File.....................................................................................................27 Report Writer....................................................................................................29
MICROS 9700 HMS
Page 3 of 30
The Navigation Bar
1
2
3 4 5 6
7
8
9 10 11 12 13 14 15 16 17
Save: Commits any changes that you have made Print: Prints selection Cut: Copy: Paste: Inserts the contents of the clipboard Delete: Deletes selected item Undo: Reverses last command or deletes last entry that was typed Toggle Navigation: Hides the tree diagram (Left side of RMC) Toggle Table/Form: Toggles between Table and Form View (Keep in mind that not all options are visible in Form View) 10. Find: Searches for selected criteria entered in the “Find What” field. You can search the MI Master, MI Definition, MI Class, Major Group and Family Group, by using the “Table to Search” drop down menu. 11. First: Goes to the first record of the current table 12. Previous: Goes to the previous record of the current table 13. Next: Goes to the next record in the current table 14. Last: Goes to the last record in the current table 15. Insert: Inserts into the current table 16. Go To: In Table view you can use this to go to a specified record number in the current table 17. Revenue Center Selector: Presents you a list of Revenue Centers to choose from 1. 2. 3. 4. 5. 6. 7. 8. 9.
Once you are logged into the Remote Management Console, be sure to maximize the window so all forms are fully viewable. In the table view of Menu Item & Employee Maintenance there are tabs on the bottom of the table to navigate between classic forms Keep in mind if an item is not lit up, it is just unavailable in the current situation. The available functions change from movement to movement and/or screen to screen. Most functions on the navigation bar are available under the File, Edit and View Menus in the upper left border of the window.
MICROS 9700 HMS
Page 4 of 30
Navigating in the Remote Management Console
The “+” next to an item indicates that there are more options under it. If you single click on the “+” sign it will expand and become a “–“ sign, listing all of its options under it. Double click on the option to display it in the right window. Anywhere you see a “ ” it indicates there are more options available. Click on the down arrow to show a drop down list to choose from. In the menu item tree diagram you will notice that all but one item are highlighted green. The green indicates the item(s) are in the revenue center that you are currently working in. To change revenue centers, click on the “Revenue Center Selector” button on the navigation bar. The help feature of MICROS 9700, is not available in all areas. But is very useful where it is available. Right click on an area you want additional information on and a small window will appear with information regarding the selected area.
MICROS 9700 HMS
Page 5 of 30
Selecting a Revenue Center
Before working in the RMC, always select a Revenue Center. Click on the “Revenue Center Selector”, to choose the Revenue Center you want to be working in from the list, and click “OK”. You can see what Revenue Center you are currently working in the middle of the right window. If working with shared revenue centers make sure you are in the master revenue center. You can not make changes in child revenue centers.
MICROS 9700 HMS
Page 6 of 30
Major Groups
To view/add a Major Group. Double click on “Menu Item Maintenance”. Change your view to “Table View”. These are your Major Groups. Proceed with caution in this area. If you add a Major Group and do not add it to tracking it will not be tracked anywhere in the system, but will be added to systems totals.
MICROS 9700 HMS
Page 7 of 30
Family Groups
To add/view Family Groups just click on the “Family Group” tab. Family groups are added and edited in the same way major groups are.
MICROS 9700 HMS
Page 8 of 30
Adding a Menu Item
Expand “Menu Items”
MICROS 9700 HMS
Page 9 of 30
Double click “Menu Item Maintenance”.
MICROS 9700 HMS
Page 10 of 30
Click on the “Sort By:” drop down menu.
MICROS 9700 HMS
Page 11 of 30
Select “Master by Maj/Fam Grp” from the drop down menu.
MICROS 9700 HMS
Page 12 of 30
Drop down into the Major Group and then into the Family Group that you want to work with.
MICROS 9700 HMS
Page 13 of 30
Menu Item Master
Find the last number in the group of items you wish to add. Then click on “Insert”.
MICROS 9700 HMS
Page 14 of 30
Menu Item Master
Select “Master” from the “Type:” drop down menu. Enter in the “Report Name” (Item name) Select “Record Number or Range” radio button, and enter in the number you wish the item to be. Select the appropriate “Major Group” and “Family Group”, from the drop down menus. Click “OK”
MICROS 9700 HMS
Page 15 of 30
Menu Item Definition
You have entered in the master information for the item, now you need to add the definition and price. With the new item highlighted, click “Insert”
MICROS 9700 HMS
Page 16 of 30
Menu Item Definition
“Type:” should be definition. Select the “Revenue Center(s)” you want the item to be in active in. Check the “Use Selected Definition as Template” check box. From the “Definition Record to Use as Template” select an item that has the same definition attributes that you want your new item to have. From the “Master Records to Receive Definition” your item should be listed here. In the “To” drop down; If you are adding 1 definition it will be blank, If you are adding multiple definitions, you can select an ending number and all of the items will receive the same definition attributes. The “Add Price Records” option is available only when you are not using another item as a template. We will be adding the price next. Click “OK”.
MICROS 9700 HMS
Page 17 of 30
Menu Item Price
You have entered the master and definition information for your item(s). Now we will add the pricing information. With the item highlighted click “Insert”.
MICROS 9700 HMS
Page 18 of 30
Menu Item Price
In the “Count” field, enter the number of price records you want for the item. Enter in the “Default Price”(Format = $$.¢¢). Click “OK”
MICROS 9700 HMS
Page 19 of 30
MICROS 9700 HMS
Page 20 of 30
Menu Item Price
Now you have entered a complete menu item. It should be working in the Revenue Center you defined it in.
MICROS 9700 HMS
Page 21 of 30
Adding an Employee
Expand Personnel
MICROS 9700 HMS
Page 22 of 30
Employee Maintenance
Double click “Employee Maintenance”
MICROS 9700 HMS
Page 23 of 30
Employee File
Select “Employee” from the drop down menu.
MICROS 9700 HMS
Page 24 of 30
Employee File
Toggle the form to Table view
MICROS 9700 HMS
Page 25 of 30
Employee File
Enter the employee information on an open record, be sure to select the correct Employee Class, Current RVC and Job information (if applicable).
MICROS 9700 HMS
Page 26 of 30
Operator File
Click the Operator tab. Check the setting for Cashier Number & Tracking Group for each employee. Use similar employees as a guide. If the employee works in more than 1 RVC, use the RVC selector to navigate between each RVC’s operator file.
MICROS 9700 HMS
Page 27 of 30
Report Writer
Click on Utilities & expand Reporting. Double click Report Writer.
MICROS 9700 HMS
Page 28 of 30
Report Writer
To select a report, expand the appropriate Report Category and click the Report Name. The report options will display on the right side of the screen. The options that display depend upon the type of report that is selected. If there is more than one flexible-format report defined for a particular report type (for example, four Menu Item reports), a selection box will display with all possible formats. You must make a report selection before continuing to set the report options. The Report Options section is used to specify the parameters which determine the contents and type of report to be created. Select a particular Total Set to view different date ranges. Select a particular RVC from View or select System for all RVCs. Use the Start of Range and End of Range to select a range of employees, cashiers or menu items depending on the report type. Once all options are set, click Create Report to view the results.
MICROS 9700 HMS
Page 29 of 30
Autosequencer
Double click Autosequencer. Click on the selected Autosequence & click Run to execute. o The Autosequencer can be used to generate daily reports as well as retrieve reports for a previous day, week, month or year. o The Autosequencer also provides a means of manually closing a day of business.
MICROS 9700 HMS
Page 30 of 30
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