Basic Menu Add/Change

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1 Micros Basic Menu Add/Change Glossary What s happening behind the scenes... Overview: Categories and MIs Getting into Configurator Create Category Add Menu Items Delete Menu Items / Categories Changing the Order of Category / Menu Item s appearance Pop-Up Choices What I need to think through before I start adding Menu Items From Start to Finish, an exercise So What is a Modifier? How Categories, Menu Items, Attachments, and Modifiers Flow Together (chart) All programming can be done using a PC s keyboard and mouse or by using the touchscreen and the pop-up, on-screen keyboard. A keyboard and/or mouse can also be plugged into the top/back of an e7 using normal (PS/2) or USB connections.

2 Introduction The e7 has two basic components for you, the programmer: the Menu Item and the Employee. The Menu Item is really the backbone of a point-of-sale package. This programming manual will begin with an understanding of Menu Items: how they are created, how they are arranged, how they are displayed. The second section deals with Employees, albeit briefly. This manual assumes that you, the reader, have a general understanding of how the e7 package works (e.g. how to order food, pay for it, etc.) as well as some basic understanding of computers, the Microsoft Windows operating system in particular. This is NOT an introduction to the e7! See your sales representative for basic e7 training. There are many wonderful features in the e7 package, this manual will help you use them to your benefit. The goal of this manual is to assist in programming an e7, however, and is not a comprehensive/exhaustive programming guide. If more education is wanted, please contact your Micros vendor to purchase additional training. Final note: your database might be different than what you see presented in this manual. e7 allows for both unique, programmer-specific nuances as well as major differences in approach to match the needs of specific sites. Nonetheless, this manual should give you enough information and understanding for you to apply the ideas herein to your, specific e7 database. NOTICE: This is NOT an official Micros document. Micros is not responsible for the information and ideas contained herein. Use or misuse of this information is the sole responsibility of the reader. Further, any production or reproduction of this material is expressly prohibited. e7 Basic Programming Documentation page 2 of 21

3 Glossary Glossary of Terms Commonly Used in this Document: Attachment A Category or Menu Item that is necessarily attached to a Menu Item. The Category Bread Choice might be Attached to the Menu Item Turkey Sandwich. Category A group of Menu Items. Typically Categories are either types of food: appetizers, salads, desserts, sides, entrées, bottle beers groups of condiments: entrée sides, salad dressings, margarita preparations (salt, no ice, ) groups of preparation instructions: meat temp. (rare, med. rare, medium ), egg prep. (over easy, scrambled, poached ), kitchen memo Condiment This is a multi-use word. It can designate sides, garnishment (fries or potato, lettuce, no cheese). It can also be used to denote specific instructions (sunny side up, split plate). In the e7 system, Condiments are entered in as Menu Items. The concept of a Condiment, however, is that they modify Menu Items. A Hamburger is a Menu Item. Cheese is also a Menu Item. The way the Cheese is used is what makes it a Condiment it is used to designate how the Hamburger is prepared. This difference is seen in the way each is printed on the customer s receipt (and any Remote Printout) as seen below. 1 Hamburger $3.75 Menu Item Cheese $0.50 Menu Item acting as Condiment No Lettuce Menu Item acting as Condiment Configurator The name given to the module used to program the e7. Containers Containers designate a sub-division of Menu Items inside a Category. These can be sizes (small, medium, large or 12, 14, 16, 18 or Draft, Bottle, ½ Pitcher, Pitcher) or some other designation (ex. Single, Combo) Job This is an Employee specific term. A job designates what a specific employee can and cannot do, as well as what screens appear for a given employee. Jobs can be seen impacting Employees in a way similar to, but certainly not identical to, Categories and Menu Items. Local Printer Usually a thermal printer (uses thermal paper) that prints the guest s receipt, credit card slips, reports, etc. It is local in that it is usually located near the Workstation. Menu Item The actual item of food, beverage, condiment, etc. Examples include: taco, 12 oz Root Beer, onion, no mayo, phone number, Kids Combo. Menu Items are anything that can be ordered and almost anything that can modify an order. Menu Items are always within a Category they never stand alone. e7 Basic Programming Documentation page 3 of 21

4 Glossary Glossary of Terms, con t Modifier A Category or Menu Item that is allowed to be used to modify a Menu Item. Typically, this would be a Category of allowable preparation instructions. The bar usually needs different prep.s than the restaurant. Bar Menu Items might have a Category of Bar Preps as Modifiers, the Bar Preps containing Ice, Water Back, Lime Slice, etc. The restaurant s prep.s might contain a different list containing No Lettuce, Split Plate, Dressing on Side, etc. Navigation Area A collection of Categories, usually located at the bottom of the screen. The Navigation Area displays the Categories that are necessary (and designated) for ordering. Typically, Categories that contain preparation instructions are not designated to appear here. Menu Item Categories are more typical (ex. Burgers, Entrées, etc., not Meat Temp. ). Remote Printer This can be a thermal printer or an ink-based printer. Typically, this printer is located away ( remotely ) from the Workstation, giving the orders to the cooks, preparers, expediters, bartenders, etc. The use of Remote Printers allows for speed (the orders are not walked from one location to another plus the orders are printed clearly) and security (no called-out orders that leave room for theft as well as orders prepared wrong or have to be remade). Toolbar The collection of icons across the top of the Configurator screen. There are three drop-down lists in the Toolbar. The far left list provides access to the components involved in programming the e7. The middle list changes as needed to provide necessary functions (e.g. copy, delete, change order of appearance, etc.). The far right list provides miscellaneous functions: backup the database, change the workstation number, change the size of the on-screen keyboard, etc.). Each of these drop-down lists is accessed by pressing the down-triangle () located on the right side of each drop-down list. Workstation (or Workstation 4) The physical device that is used to enter orders. It is a freestanding device (it is usually on a stand, but can be laid flat or even wall-mounted). The majority of the device is the front touchscreen, which is bordered on the right by a magnetic card reader. This device also drives Local Printers, Remote Printers, cash drawers, scanners, scales, and other peripherals. e7 Basic Programming Documentation page 4 of 21

5 All Menu Items reside in groups called a Categories. Categories are a way to organize Menu Items so that the entire menu is not displayed as one long list. A Server (or Bartender, etc.) uses the Categories to quickly navigate through the entire menu. Before programming a new e7, the menu will need to be sorted into Categories to prevent overlap as well as to allow the ordering process to be quick and intuitive. For example, a restaurant-bar called The Family Place might have the following Categories and Menu Items (among others): Sides: Rolls, Side Salad, Soup, side of Fries Beverages: Diet, Coffee, Decaf Entrees: Filet Mignon, Calzone, Meatloaf, Pizza Daily Specials: Tuesday Tacos Appetizers / Salads: Potato Skins, Wings, Little Caesar Salad, Cajun Chicken Salad There are basically three kinds of Categories/Menu Items: Menu Items (sometimes called Parent Menu Items Cheeseburger, Side Salad, Decaf Coffee, Gin & Tonic, Well Scotch Preparation Instructions Varied-Use Condiments Condiments Medium-Rare, no Tomatoes, Split Pepperoni topping for 12, 14, & plate, Dressing on Side, please! 16 pizzas, Salad-Fries-Potato with Burger Varied-Use Condiments are collections of Menu Items that exist elsewhere in the menu but also need to be used in various combinations Using the above example of The Family Place, there will be the Menu Item Categories Sides, Entrees, Beverages, etc. There might also be the Category Salad Dressings (Prep. Instruction) that would be used on the Chicken Salad as well as the Side Salad, or Toppings (Condiments) that could be used on the three sizes of Pizza and also the Calzone, plus a Category called Preps that is used for special instructions (e.g. No Ice, Chicago Cut, Split Plate). Categories are located in the programming area all the way to the left of the screen with a plus (+) or minus ( ) next to them (Menu Items never have + or ) and are colored Blue and Green. Blue Categories are either Menu Items or Preparation Instruction Condiments. Green Categories are always Varied-Use Condiments. Varied-Use Condiments are not covered in this manual; Preparation Instruction Categories will usually suffice. Ordering Overview: The basic flow of ordering is as follows: a Category is chosen which brings up a list of all the Menu Items that are a part of that Category. Once a given Menu Item is selected, it can then call more Categories. For example, a server might select Sandwiches (Category), than a Hamburger (Menu Item) which then calls Salad or Fries (Category Prep. Instruction kind). If the server selects Salad another Category is called, Salad Dressings. It would look like this to the server: Sandwiches Hamburger Salad Ranch. e7 Basic Programming Documentation page 5 of 21

6 How the Category and Menu Items appear on a workstation (an overview) Configurator Screen Blue Categories Individual Menu Items will always be found inside Categories and shown in black Workstaion s Screen Workstaion Screen Configurator e7 Basic Programming Documentation page 6 of 21

7 Getting In to Program the e7... 1) Sign-In as a Manager (or anyone that has access to the Manager Screen the screen that has a button on it labeled Configurator or Programming ) 2) Press the button that says Configurator or Programming 3) If the upper left of the screen does not already say, press the triangle located on the left toolbar at the top of the screen 4) Use the scroll triangles or the scroll-bar (long, vertical, grey rectangle) until Menu shows 5) Press/click on Menu To create a Category, Method #1 Copy 1) Select a Category (this is done by pressing or clicking on the Category) that is similar in look and function to the new Category to be made 2) Press the triangle located in the middle toolbar at the top of the screen and select Add Copy of Category 3) Select the Main tab and change the name 4) Select the Appearance and Container tabs and verify that they are as desired (see next section for more details on what the options do) 5) Press the Save key located on the toolbar towards the left To create a Category, Method #2 Create 1) Select any Category (pressing or clicking on the Category). The selected words will change to white letters on a dark blue background to indicated its selection 2) Press the triangle located in the middle toolbar at the top of the screen and select Add New Menu Item Category 3) Select the Main tab and change the name 4) Select the Appearance tab and change/verify the following checkboxes: Display in navigation area (see How Categories and Menu Items appear on a workstation on the previous page for the effects of this option) Items act as condiments selecting this box indicates that these items are only used to modify Menu Items from other Categories Alphabetize keys selecting this box displays all the Menu Items for this Category in alphabetical order e7 Basic Programming Documentation page 7 of 21

8 Rollup condiment prices selecting this box affects how all of the Menu Items in this category print on the Customer s receipt. The price printed for these Menu Items will be rolled up into the price of the Menu Item that they modify. For example, a Burger is $4.00 with a $0.50 up-charge for cheese. Further, the Category that contains Cheese has the Rollup box checked. If a customer orders a burger with cheese, the customer s receipt will print as follows: with Rollup selected with Rollup blank 1 Burger $ Burger $4.00 Cheese Cheese $0.50 Print condiments in red selecting this box will cause all of the Menu Items in this Category to print in red, assuming that the Menu Items are condiments (or preparation instructions). Using the above scenario and assuming there is a Kitchen printer, the Kitchen printout would be as follows: with Print in red selected with Print in red blank 1 Burger 1 Burger Cheese Cheese -- or -- Cheese. (if the printer is Black/White) the other areas of this tab are used to alter the appearance of the Category key as well as the Menu Items in this Category. [The above is intentionally blank space] e7 Basic Programming Documentation page 8 of 21

9 5) Select the Containers tab. Containers can be used to creatively accomplish many things, but the basic function of the Containers is to provide a more compact method of displaying many menu items when they are items that come in different sizes: small-medium-large, , half-whole, 12oz-20oz-1/2 pitcher-whole pitcher -- of note, it IS possible to have only SOME Menu Items use the Containers while others do not. For example, only some of the Daily Specials might come in Full and Half sizes. Using Containers does NOT have to mean that all of the Menu Items will use the different sizes. Each Menu Item may (or may not) use the Container. In fact, each Menu Item does not have to use all of the Container sizes. Some can use none, one, two, or all. This is designated in the individual Menu Items 6) Either clear all the fields (if no Containers are used for these items) or enter the Container Name s (these will show on the workstation s screen) and Prefix s (these will show on the printout given to those preparing the food). For example, if using the sizes Small, Medium, and Large: Name: Small Prefix: SM Name: Medium Prefix: Med Name: Large Prefix: LG - the Name will appear above the Menu Items (this example, Small Medium & Large ) Each individual Menu Item can designate a unique price to each size/container. For example, a Small Hamburger can be $1.00, a Medium Hamburger $2.00, and a Large Hamburger $3.00. This pricing is done in the Prices tab of the individual Menu Item (see To Create a Menu Item ) 7) Press the Save key located on the toolbar towards the left e7 Basic Programming Documentation page 9 of 21

10 To add Menu Items, Primary Method Copy 1) Select the Category where the Menu Item belongs (pressing or clicking on the Category) 2) If no Menu Items are displaying, press/click the Category name again 3) Select the Menu Item that is most similar to the Menu Item that is to be added - similar means the new Menu Item will print to the same location as the Menu Item being copied, it uses the same condiments (for the most part), preparation instructions, sides, etc. In this case, similar does NOT mean the same price. 4) Press the triangle located in the middle toolbar at the top of the screen and select Add Copy of Menu Item 5) Select the Main tab and change the name 6) Select the Prices tab and change the price(s) 7) Select the following tabs and verify the options: Member Of, Attachments, Modifiers 8) Press the Save key The other method to create Menu Items is to press Add New Menu Item and go through each field of tab only do this after gaining significant experience using the above method! e7 Basic Programming Documentation page 10 of 21

11 an interesting alternative... To add Menu Items, Third Method Copy from another Category 1) If a Category for the to-be-created Menu Item(s) doesn t exist already, create it first 2) Select the Category where a Menu Item to be copied belongs (pressing or clicking on the Category) 3) Select a Menu Item that is similar to the Menu Item you want to create 4) Press the triangle located in the middle toolbar at the top of the screen and select Add Copy of Menu Item 5) Press the same triangle again (located in middle of top toolbar) and select Move to Different Category - select the Category where you want the item copied into 6) Rename, re-price, etc. as necessary To DELETE Menu Items or Categories 1) Select the Menu Item or Category (the item selected will become white letters on a dark blue background when selected) 2) Press the down triangle located in the middle toolbar at the top of the screen and select Delete Menu Item or Delete Category 3) Confirm that the item you are deleting is the one highlighted and press Yes Be Very Careful! You cannot undo this action!! Changing Category Buttons Changing the Order of Buttons 1) Select any Category (the item selected will become white letters on a dark blue background when selected) 2) Press the down triangle located in the middle toolbar at the top of the screen and select Edit Display Priority 3) Select a Category that you want moved. Use the red arrows to move the Category up and down relative to the other Categories Changing Menu Item Buttons 1) Select the Category first 2) Press the Appearance tab, make sure Alphabetize keys is NOT selected (no checkmark) 3) If necessary, press the Category again to make the Menu Items appear and select any one 4) Press the down triangle located in the middle toolbar at the top of the screen and select Edit Display Priority 5) Select a Menu Item that you want moved. Use the red arrows to move the Menu Item up and down relative to the other Menu Items e7 Basic Programming Documentation page 11 of 21

12 Adding Pop-Up choices to a Menu Item (an overview) To have a Category pop-up put it in Attachments FIRST, the items in the Category zz Meat Temps will pop-up. Since both Min(imum) and Max(imum) are set to 1, only one selection is possible NEXT, items in zz Salad / Fries will pop-up Pop-up s tend to look like this NOTICE, it IS possible for one pop-up to call another. In this example, if Salad is selected from zz Salad/Fries, another Category pops-up called zz Salad Dressings e7 Basic Programming Documentation page 12 of 21

13 Creating Pop-Up Categories It is helpful to visually differentiate Pop-Up Categories from other Categories when programming. In this manual, this is done by using two letters from the end of the alphabet at the beginning of each Pop-Up Category s name ( yy Misc. Items, zz Meat Temps, etc.). This is done because Categories are displayed alphabetically when programming; putting these letters at the beginning of the Category name pushes the pop-up Categories to the end of the list of Categories. 1) Pop-up Categories are regular Categories that are used uniquely. As such, creating popup Categories follows the same procedures as regular Categories (see the two To Create a Category methods), making sure of the following... 2) Select the Appearance tab and verify that Display in navigation area is NOT checked, that Items act as condiments IS checked, and that Alphabetize keys is as desired 3) Select the Containers tab and set the fields to be the same as the Category of the items that will call this pop-up Category. This is done because the Menu Items in the pop-up Category will use the same Container as the Menu Item that called it, allowing the pop-up Menu Items to have different prices depending on the Container For example, the Category Pizza has two Containers designated Small (SM) and Large (LG). For this example, the Pizza Category has two items, Cheese and Pepperoni. The following table illustrates the (fake) prices: 1) Small Cheese $1.00 2) Large Cheese $3.00 3) Small Pepperoni $2.00 4) Large Pepperoni $4.00 Each of the four pizzas has zz Pizza Tops designated in the Attachments tab. The Category zz Pizza Tops has the following Menu Items: Extra Cheese, Olives, Onions, and Sausage. At this restaurant, toppings on Small pizzas are $0.50 and $1.00 for Large pizzas. Therefore, a Small pizza with Onions is $1.50 ($1 for the small cheese, $0.50 for the small onion topping) When a Small pizza is selected, the pop-up items will automatically be the same Container (in this case, Small), no getting around it! If no Containers are created in the pop-up Category, then one price for each topping (Menu Item) will be charged. If all toppings are $0.50 (for example), then a Large Pepperoni pizza with Extra Cheese is $4.50 (Large Pepperoni = $4.00, all toppings = $0.50), a Small pizza with Olives is $1.50. This would be accomplished by NOT using Containers with the pop-up zz Pizza Tops forcing all the toppings to be one price, no matter what size pizza called them. 4) Use the Min and Max fields in the Menu Item s Attachments tab to force a certain number of pop-up items to be selected. In the pizza example above, the Cheese and Pepperoni pizzas would have zz Pizza Tops in the Attachments tab with a Min of 0 (zero) and a Max of whatever is desired (most likely 4 in this case since there are only 4 toppings). Once the Maximum number of items is selected, the workstation will return to the Menu Item that called the pop-up and either call the next pop-up category on the list (see the overview above) or simply return to the menu. e7 Basic Programming Documentation page 13 of 21

14 What I need to think through before I start adding Menu Items 1) What Category will this Menu Item be in? - does it need to be created or does it already exist? - will the Category have Containers? 2) The Menu Item s - Name - Reporting (Major Group, Family Group) - do these groups exist or do I need to create them? - Price - one price only? by Container? by Menu (e.g. Happy Hour, Breakfast, etc.)? 3) What kind of preparation instructions are necessary? - Automatic ( pop-up ) instructions: does this Category already exist yet or do I need to create a new Category with new pop-up preparation instructions (Menu Items) - Optional instructions: does it exist or need to be created? 4) Where is this item going to print? - what remote printer, if at all? regular or red (reverse)? From Start to Finish, an exercise This will create the following: a Hamburger that can be ordered as an Adult or Child size, and comes with fries or a salad w/ the choice of Ranch or Italian dressing CREATING THE CATEGORY 1) Select any Category (pressing or clicking on the Category) 2) Press the triangle located in the middle toolbar at the top of the screen and select Add New Menu Item Category 3) Select the Main tab and change the name to Sandwiches 4) Select the Appearance tab: Display in navigation area Items act as condiments Alphabetize keys 5) Select the Containers tab: - Container 1 Name = Child, Prefix = CHILD - Container 2 Name = Adult, Prefix = ADULT 6) Press the Save key located on the toolbar towards the left e7 Basic Programming Documentation page 14 of 21

15 7) Press the triangle located in the middle toolbar at the top of the screen and select Add New Menu Item 8) Select the Main tab and change the name to Burger CREATE SALAD/FRIES CAT. & DRESSING CAT. CREATING THE MENU ITEM CREATING THE ITEMS FOR THE CATEGORY 9) Select () % Service charge allowed and the appropriate Tax 10) Since what is displayed on the screen is to be the same as what is printed for the cook, leave the Touchscreen field empty (this will have the word Burger display on the screen as well as print for the cook) 11) Select the Member Of tab 12) Make sure the Print class is correct (Hot, Kitchen, etc.) 13) Select the Major group (e.g. Food ) and Family Group (e.g. Sandwiches ) 14) Select any Discounts showing that are allowed to be applied to this item ( House Comp 50% Off Employee Meal etc.) 15) Select the Prices tab 16) Select Container Only 17) Enter a price of 4.00 for the Child and 6.00 for the Adult 18) Select the Category Sandwiches 19) Press the triangle located in the middle toolbar at the top of the screen and select Add New Menu Item Category 20) Select the Main tab and change the name to zz Salad or Fries 21) Select the Appearance tab: Display in navigation area Alphabetize keys Items act as condiments 22) Select the Containers tab and clear all fields (since there are not different size salads/fries) 23) Press the Save key located on the toolbar towards the left 24) Press the triangle located in the middle toolbar at the top of the screen and select Add New Menu Item 25) Select the Main tab and change the name to Salad 26) Select the Member Of tab 27) Make sure the Print class is the same as the Burger Menu Item (Hot, Kitchen, etc.) 28) Select the Major group (e.g. Food ) and Family Group (e.g. Salads ) 29) Select the Prices tab 30) Select One Price Only 31) Enter a price of 0 32) Select the Modifiers tab 33) Press the green plus (+) sign (right side, upper middle area) 34) Press the triangle to the right of Condiment type and select Menu Item Cat 35) Press the triangle to the right of Cond Group and select Preps - the Modifiers tab is explained elsewhere, but it is necessary at this point e7 Basic Programming Documentation page 15 of 21

16 ADDING DRESSINGS TO SALAD CREATING THE NEXT CATEGORY & ITEMS 36) Press the triangle located in the middle toolbar at the top of the screen and select Add Copy of Menu Item 37) Select the Main tab and change the name to Fries 38) Select the Member Of tab 39) Select the Major group (e.g. Food ) and Family Group (e.g. Sides ) 40) Press the Save key located on the toolbar towards the left 41) Select the zz Salad or Fries Category 42) Press the triangle located in the middle toolbar at the top of the screen and select Add Copy of Category 43) Select the Main tab and change the name to zz Salad Dressings 44) Press the triangle located in the middle toolbar at the top of the screen and select Add New Menu Item 45) Select the Main tab and change the name to Ranch 46) Select the Member Of tab 47) Make sure the Print class is the same as the Burger Menu Item (Hot, Kitchen, etc.) 48) Select the Major group (e.g. Food ) and Family Group (e.g. Salads or Preps ) 49) Select the Prices tab 50) Select One Price Only 51) Enter a price of 0 52) Select the Modifiers tab 53) Press the green plus (+) sign (right side, upper middle area) 54) Press the triangle to the right of Condiment type and select Menu Item Cat 55) Press the triangle to the right of Cond Group and select Preps 56) Press the triangle located in the middle toolbar at the top of the screen and select Add Copy of Menu Item 57) Select the Main tab and change the name to Italian 58) Press the Save key located on the toolbar towards the left 59) Select the Category zz Salad or Fries 60) Select the Menu Item Salad 61) Select the Attachments tab 62) Press the green plus (+) sign (right side, upper middle area) 63) Press the triangle to the right of Condiment type and select Menu Item Cat 64) Press the triangle to the right of Menu Item Cat and select zz Salad Dressings 64) Set Min and Max to 1 66) Press the Save key e7 Basic Programming Documentation page 16 of 21

17 ATTACHING CATEGORIES TO THE BURGER 67) Select the Category Sandwiches 68) Select the Menu Item Burger 69) Select the Attachments tab 70) Press the green plus (+) sign (right side, upper middle area) 71) Press the triangle to the right of Condiment type and select Menu Item Cat 72) Press the triangle to the right of Menu Item Cat and select zz Salad or Fries 73) Set Min and Max to 1 74) Select the Modifiers tab 75) Press the green plus (+) sign (right side, upper middle area) 76) Press the triangle to the right of Condiment type and select Menu Item Cat 77) Press the triangle to the right of Cond Group and select Preps 78) Press the Save key So what IS a Modifier? Modifiers, like Attachments, are Categories that are used to alter the way a given item is prepared: with a salad, medium rare, etc. Modifiers will NOT pop-up however. They must be called using some kind of Condiment or Prep button. Usually this Prep Category will include items like Split Plate, No Ice, No Cheese, etc. If the Modifiers tab of a particular Menu Item is blank (nothing in the Type and Name columns), then the Menu Item will not take any special preparation instructions. Seldom will this be the desired situation so it is recommended that every Menu Item has some kind of Prep category in the Modifiers tab unless there is a strong, compelling reason not to. e7 Basic Programming Documentation page 17 of 21

18 e7 Basic Programming Documentation page 18 of 21 Category (Sandwiches) Menu Item (Burger) Menu Item (Club) Menu Item (B.L.T.) Attachment (Meat Temp) Attachment (Salad or Fries) Modifier (Preps) Modifier (Preps) Attachment (Salad Dressing) select Category Sandwiches select Menu Item Burger automatically, Meat Temp comes up select Rare automatically, Salad or Fries comes up select Salad automatically, Salad Dressing comes up select Ranch press the Prep (Condiment) key and modify what is sent to the cook (for example, No Bun and Extra Pickle ) select another Sandwich (Burger, Club, or BLT) or another Category altogether How Categories, Menu Items, Attachments, and Modifiers flow together Behind the Scenes

19 Just Tell Me What to Do Micros Basic Employee Add/Change Adding/Changing an Employee Adding/Changing a Job All programming can be done using a PC s keyboard and mouse or by using the touchscreen and the pop-up, on-screen keyboard. A keyboard and/or mouse can also be plugged into the top/back of an e7 using normal (PS/2) or USB connections.

20 Employee Entry Adding/Changing an Employee 1) If the upper left of the screen does not already say, press the triangle located on the left toolbar at the top of the screen 2) Use the scroll triangles or the scroll-bar (long, vertical, grey rectangle) until Employees shows 3) Press/click on Employees 4) Select an existing employee whose function is similar to the employee now being added 5) If the top-middle of the screen does not already say Add Copy of Employee, use the topmiddle triangle and press Add Copy of Employee if adding employees for the first time, use Add New Employee 6) Press the General tab and enter the employee s name. The other fields on the screen or for on-site reference -- they are only visible from this screen. Use is optional. 7) Press the POS tab and verify (or enter) the employee s language and Tracking Group (usually there is only one Tracking Group available) - the Check name is what appears at the top of each check 8) Press the Job Information tab and verify/enter the correct information: - Employee uses timekeeping indicates the employee must Clock-In before any ordering can be done (use this if you are using the e7 as a time-clock) - The plus/minus keys ( ) are used to add or remove jobs that this employee does - for example, an employee might be a Server AND a Bartender, depending on the day - Enter the pay rate ( Regular rate ) for this employee when filling the selected Job - Select a Default job for this employee if not using the e7 as a time clock, then just don t worry about the Job Rates 9) Press the Security tab and enter the employee s sign-in number (Password ID) - leaving the field zero ( 0 ) prevents the employee from using the system - if using Mag Cards, refer to the Manager s Procedures or User s Manual to assign a Mag Card to this employee - If the employee has BOTH a Mag Card and a Sign-In number, enter the Sign-In number in the Alternate password ID field, the Password ID will be used for the Mag Card 10) Enter a Payroll ID if exporting payroll from the e7 into a comma-separated file. e7 Basic Programming Documentation page 20 of 21

21 Employee Entry Adding/Changing a Job 1) If the upper left of the screen does not already say, press the triangle located on the left toolbar at the top of the screen 2) Use the scroll triangles or the scroll-bar (long, vertical, grey rectangle) until Jobs shows 3) Press/click on Job 4) Select an existing Job whose function and privilege is similar to the Job now being added 5) If the top-middle of the screen does not already say Add Copy of Job, use the top-middle triangle and press Add Copy of Job if adding a Jobs for the first time, use Add New Job 6) Press the Clock In tab and enter the Job s name. - Not allowed to sign in is selected when the employee can Clock-In (payroll) but cannot order Menu Items - Staydown period determines how long the screen will stay at its current screen before returning to the Sign-In screen (assuming no Menu Items have been ordered) zero ( 0 ) turns this feature off, no automatic screen-change will happen 7) The rest of the tabs ( Guest Checks Options etc.) define what an employee can or cannot do (depending on what Job the employee is using at the time). Press the Help button on the top toolbar for specific information on each option. NOTE: Federal Law requires the masking of Credit Card numbers. As such, it is HIGHLY recommended that the option Unmask credit card information be left unchecked [this option is located in Jobs, the Options tab, at the bottom right in the Credit Card section. All necessary information can be obtained by your credit card vendor. e7 Basic Programming Documentation page 21 of 21

22 Contents: Menu Items, Title Page... 1 Introduction... 2 Glossary... 3 Behind the Scenes, what s going on... 5 Overview: Categories and MIs... 6 Getting into Configurator... 7 Create Category Copy... 7 Create Category New/Create... 7 Add Menu Items Add Menu Items by Copying from Another Category Delete Menu Items / Categories Changing the Order of Category / Menu Item s appearance Adding Pop-Up Choices to Menu Items (overview) Creating Pop-Up Categories What I need to think through before I start adding Menu Items From Start to Finish, an exercise So What is a Modifier? How Categories, Menu Items, Attachments, and Modifiers Flow Together (chart) Employees, Title Page Adding/Changing and Employee Adding/Changing Jobs... 21

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