Micros Documentation

Micros Documentation

Table of Contents Manager Procedures Entering Employee in System 1 Adjusting Time Cards 3 Adjust Time Cards at PC 3 Adjust Time Cards at Register 4 Assigning Manager Swipe Cards 5 Assigning Register Drawers 6 Changing Business Date 7 CHECK the Business Date 7 CHANGE the Business Date 7 Processing Refunds 9 Processing Returns 10 Correcting Wrong Tender Type 11 Checking for Open Orders 12 Check for Open Orders on PC 12 Check for Open Orders at Register 12 Checking for Who Is Clocked In 13 Check for Who Is Clocked In on PC 13 Check for Who Is Clocked In at Register 13 End of Day Reporting 14 Run Drawer Report 14 Run System Balance 14 Complete Cash Sheets 15 Final Steps - End of Day 19 Credit Card Batch 20 Product Management 21 Receive Orders Without Purchase Order 21 Enter Inventory 22 Modify Inventory Count Sheets (Weekly and Monthly) 24 Equipment Troubleshooting 26 Check Equipment 26 Check Restaurant Status at the PC 26 Stand Alone Mode 26

Clocking In/Out 28 Clock In/Out 28 Register Care 28 Care of the Register 28 Change Printer Paper 28 Package Screen 29 Fountain Screen 31 Pay Screen 32 Credit Cards 33 Credit Card Transaction (Card Swipes) 33 Return/Refund with Credit Card 34 Credit Card Troubleshooting 34 Moola Cards 37 Redeem Moola Rewards 37 Redeem Moola Rewards and Add Moola Points 38 Sell a Gift or Stored Value Card 39 Add Money to Stored Value Card 41 Return/Refund and Add Money Back to Card 42 Exchange Moola Cards 43 Deactivate Moola Card 44 Cancel Stored Value 45 Correcting Paid Out 47 Receipt Trailers 48 Change Receipt Trailers 48 Change Credit Card Receipt Trailers 48 Shutting Down and Restarting the System 49 MICROS 3700

Manager Procedures 1

Entering Employee in System To enter a new employee in the system (required fields only): 1. Double click POS Configurator. 2. Enter manager s password. 3. Click Employees tab. 4. Click Employee. 5. Highlight any employee name within the correct range (managers are numbers 100-999, associates are 1000-8999). 6. Click blue +. 7. Click General tab. 8. Enter the employee s first name. 9. Enter the employee s last name. 10. Enter the employee s social security number (SSN). 11. Click Security tab. 12. Enter the last four digits of the employee s SSN in the Password ID box. (For managers, assistant managers, and shift managers, assign a swipe card instead.) Employee Class: put in clock in only. Managers should be put in appropriately. Back office employee class should be shift or assistant. 13. Click POS tab. 14. Pull down Revenue Center drop box; select Oberweis. Version 1 1 11-04

15. Check the circle next to None for Cash Drawer Status. 16. Click Job Rate. 17. Click blue +. 18. Click under Name. 19. Click on Associate so that it appears under Name. 20. Click on $ Override box. 21. Enter employees pay rate in $ Override box. 22. Click green to save new employee information. Version 1 2 11-04

Adjusting Time Cards Example: Employee forgets to clock in. Adjust Time Cards at PC 1. Double click Manager Procedures. 2. Enter manager password. 3. Click EMPLOYEE tab. 4. Scroll for the employee you wish to adjust and highlight. 5. Click Edit Time Card 6. Highlight the day you wish to adjust 7. Click Edit. 8. Click the box containing the (small calendar) next to either the clock-in time or the clock-out time, depending on which needs to be adjusted. 9. Adjust the day by clicking calendar and time by clicking the set hour or set minutes. Adjust for AM or PM if needed. 9. Click OK. 10. Click OK. 11. Highlight a reason for the adjustment. 12. Click OK. 13. Close out x at top of screen. Version 1 3 11-04

Example: Employee forgets to clock in. Adjust Time Cards at Register 1. Swipe manager s card. 2. Touch Time Card Adjust. 3. Touch/highlight the employee you wish to adjust. Touch scroll bar if you need to search for employee. 4. Touch Edit. 5. Touch/highlight the day you wish to adjust. 6. Touch Edit. 7. Touch the box containing the (small calendar) next to either the clock-in time or the clock-out time, depending on which needs to be adjusted. 8. Adjust the day and/or time by touching the calendar or the gray or. Adjust for AM or PM if needed. 9. Touch OK. 10. Touch OK. 11. Touch/highlight a reason for the adjustment. 12. Touch OK. 13. Touch Close. 14. Touch Close. Version 1 4 11-04

Assigning Manager Swipe Cards Example: Manager swipe card no longer works. 1. Swipe manager s card. 2. Touch Emp ID. 3. Touch/highlight the individual s name. Touch scroll bar if you need to search for employee. 4. Touch Edit. 5. Swipe new card. 6. Touch OK. 7. Touch Close. Version 1 5 11-04

Assigning Register Drawers Note: If not on sign in screen, touch cancel. It will take you there 1. At the sign-in screen, press the number to which you wish to assign the drawer (1, 2, 3, 11, 22, or 33). Touch Sign-In. 2. Moola Screen will appear. Press yes and Fountain screen appears. 3. Touch Misc Chk Func. 4. Touch Assign Drawer. 5. Touch Enter (yes). 6. The system will ask for authorization; swipe manager card. 7. Touch Package Screen. Version 1 6 11-04

Changing Business Date Example: There is a business date/posting date error on the register when the cashier tries to ring a transaction, usually the first transaction of the day. The only reason the system will not advance the business date overnight is if there is an open order or if someone is still clocked in. CHECK the Business Date STEP A 1. Double click Manager Procedures. 2. Enter manager s password. 3. Click Others. 4. Click Change Business Date. 5. Verify whether or not the business date is correct. NOTE: Do not change the business date at this location. CHANGE the Business Date STEP B 1. Double click Auto Sequence and Reports. 2. Enter manager s password. 3. Click Emergency Posting Advance. 4. Verify that the business date advanced and that your drawer reports are all 0s. 5. Repeat step A. Version 1 7 11-04

6. Run drawer report on registers. Be careful not to advance your business date too far. The system will not let you set your business date back to a previous day. Version 1 8 11-04

Processing Refunds With refunds, items are not returned to inventory. Example: Customer is dissatisfied with chocolate shake. 1. At the sign-in screen, log on with the drawer number (1, 2, 3, 11, 22, or 33). 2. Touch Misc Chk Func. 3. Touch Refund. 4. Swipe manager s card. In upper left-hand corner, under the yellow dialogue box, Trvd will appear in red. 5. Touch Package Screen or Fountain Screen. 6. Ring up item. 7. Highlight or type in reason code, e.g., 106 Didn t like. 8. Touch OK. NOTE: If customer is seeking a refund on more than one item, repeat Steps 6-8 for each item. 9. Touch Pay. 10. Touch Tender Type. Version 1 9 11-04

Processing Returns With returns, items are returned to inventory. Example: Customer changes mind on a package item and has not left the store yet. 1. At the sign-in screen, log on with the register number (1, 2, 3, 11, 22, or 33). 2. Touch Misc Chk Func. 3. Touch Return. In upper left-hand corner, under the yellow dialogue box, Retn will appear in red. 4. Touch Package Screen. 5. Ring up item. 6. Swipe manager s card to approve return. 7. Swipe manager s card to approve negative transaction balance. NOTE: If customer is returning more than one item, repeat Steps 2-7 for each item. 8. Touch Pay. 9. Touch Tender Type. 10. Swipe manager s card to approve negative transaction balance. Version 1 10 11-04

Correcting Wrong Tender Type Examples: Customer pays with cash, but we ring the transaction as a credit card. Or the customer pays with $50 in gift certificates, but we ring $500. 1. At the sign-in screen, log on with the register number (1, 2, 3, 11, 22, or 33). 2. Touch Misc Chk Func. 3. Touch Adjust Payments. Edit closed check will appear. 4. Swipe manager s card. 5. Type in Order Number(Check number). 6. Touch Enter (yes). In upper left-hand corner, the yellow dialogue box will ask, Edit this closed check? 7. Verify total on receipt matches payment total in bottom left-hand corner. 8. Touch Enter (yes). The entire closed check will appear. 9. Touch/highlight the original tender type/gift redeemed on the closed check. 10. Touch Item Correct. 11. Touch Pay. 12. Touch correct tender type/gift redeemed. Version 1 11 11-04

Checking for Open Orders Check for Open Orders on PC 1. Double click Auto Sequence & Reports. 2. Enter manager s password. 3. Click Reports tab. 4. Click Guest Check. 5. Highlight Employee Open Guest Checks. 6. Click Next. 7. Verify that the parameters of the report are correct; make necessary adjustments. 8. Click Preview. 9. Click Close. 10. Click Exit. Check for Open Orders at Register 1. Swipe manager s card. 2. Touch Open Checks. 3. Register printer will print report. Version 1 12 11-04

Checking for Who Is Clocked In Check for Who Is Clocked In on PC 1. Double click on Auto Sequence & Reports. 2. Enter manager s password. 3. Click Reports tab. 4. Click Labor tab. 5. Highlight Clock In Status. 6. Click Next. 7. Verify that the parameters of the report are correct; make necessary adjustments. 8. Click Preview. 9. Click Close. 10. Click Exit. Check for Who Is Clocked In at Register 1. Swipe manager s card. 2. Touch Clock In Status. 3. Register printer will print report. Version 1 13 11-04

End of Day Reporting Run Drawer Report 1. At the sign-in screen, press the number of the drawer you wish to run a report for (1, 2, 3, 11, 22, or 33). Moola screen will appear, press yes or no thank you and fountain screen will appear. 2. Press Misc Chk Func (grey button). 3. Press Drawer Report. 4. Press Cancel. 5. Press the correct number to sign-in again (1, 2, 3, 11, 22, or 33). 6. Press Sign-In. Moola screen will appear. NOTE: If the screen freezes up and won t let you sign-in, you must reboot that unit. If rebooting is necessary, you must re-assign the drawer when the register is back up. Run System Balance 1. Swipe manager card. 2. Touch System Balance. 3. Report will print on register printer. Version 1 14 11-04

Complete Cash Sheets A cash sheet needs to be completed for each drawer (1, 2, 3, 11, 22, and 33). 1. Print a Drawer Report for the drawer that you will be counting. 2. Click on the Cash Sheet icon on your PC desktop. 3. Click on the tab for the drawer that you will be counting. 4. Count all tenders and record them in the drawer count column of the cash sheet (These totals will automatically be duplicated in the total column.) Highlighted in yellow 5. Enter the tender amounts from the Drawer Report in the report balance column of the cash sheet (cash +/- will automatically be calculated in the cash +/- column.) 6. Enter the sales, tax, coupon, discount, house charge, gift sold, and paid out amounts from the drawer balance in the appropriate spaces on the cash sheet. 7. Repeat the steps above for each drawer, minimize the screen, or save and exit Make sure each drawer is balanced, before you go to the next one. All drawers will balance onto final sheet. 8. When all drawers have been counted for the day, print a system balance report. It is very important that the system balance report is balanced to the final cash sheet. If they don t match, there is an entry error on one of the cash sheets that needs to be corrected. The following pages are samples of a Drawer Report, a Cash Sheet, and a System Balance Report for your reference. Version 1 15 11-04

Sample Drawer Report Version 1 16 11-04

Sample Cash Sheet Version 1 17 11-04

Sample System Balance Report Version 1 18 11-04

Final Steps - End of Day 1. Make sure a drawer cash sheet has been filled out for each drawer. 2. Check for open orders (see Check for Open Orders ). 3. Check for any employees that are clocked in (see Check for Who s Clocked In ). 4. Run a System Balance. 5. Balance system balance to the final cash sheet. 6. Double click Auto Sequence & Reports. 7. Enter manager s password. 8. Click End of Day Reporting. 9. Staple the system balance, and yellow bank deposit onto Daily SYS Sales Detail, final tab of cash sheets, and safe balance sheet. Put together, along with all other supporting documents (credit card slips, returns, refunds, employee sales, drawer reports.). Sign all documentation. 10. Save the Cash Sheet Excel (.xls) file each day to your hard drive. You may delete 1 month s worth of cash sheets 3 weeks after the month is over. Version 1 19 11-04

Credit Card Batch When you do End of Day reporting, a batch for the current day s credit cards (Credit Card Batch Detail) will print with End of Day paperwork. The following day, please verify that the credit card batch was settled. The batch should be settled overnight. 1. Double click Credit Cards icon. 2. Enter password. 3. Click Reports tab. 4. On the left-hand side, under Credit Card Batches, you will see the previous day s credit card batch. Use the Business Date column to differentiate between batches. 5. To verify that the batch was settled, there should be a date and time appearing in the Settled Date/Time column. The batch should also now appear on the righthand side under Batch Transfer Status. 6. Please put the Credit Card Batch Detail report in your yellow daily paperwork envelope, along with your signed customer receipts. NOTE: The Credit Card Batch Detail report should replace the batch reports that originally came from the Tranz credit card machines. If you experience trouble with your credit card processing or batch settlement, call: Micros Helpdesk at 1-800-937-2211. Version 1 20 11-04

Product Management Receive Orders Without Purchase Order 1. Double click Product Management. 2. Enter password. 3. Click Receiving. 4. Click Without Purchase Order. 5. Choose vendor, i.e. Oberweis. 6. Enter Delivery Date into box. Ex. 11/24/2004 7. Enter ID # ex. 1124ob 8. Click Show Totals. 9. Put in total from final invoice in Total box. 10. Highlight first box under item column. Make sure you are under the inventory tab. 11. Enter in inventory items received from invoice. Make sure the cost of each item has not changed. If it has change price. 12. As you put in items, The Difference on the top right hand side will change once all items are put in the Difference should be 0 or less than.05 cents. 13. Click Save. If you have changed prices, ignore all will appear. Click yes. 13. Screen will disappear Version 1 21 11-04

If you need to finish entering an order at a later date: 1. Click Suspend. To return to the order that was suspended: 2. Double click Product Management. 3. Click Receiving. 4. Click Modify Receipts. 5. Click/highlight the order you wish to continue. 6. Click Select. To print count sheets: Enter Inventory 1. At the desktop, double click Product Management. 2. Enter manager number. 3. Click Inventory. 4. Click Print Count Sheets. 5. Double click the sheet you wish to print. 6. Sheets will print Version 1 22 11-04

To enter inventory: 1. At the desktop, double click Product Management. 2. Enter manager number. 3. Click Inventory. 4. Click Enter Counts. 5. Make sure that the circle next to Enter New Count is filled in. 6. Highlight the name of the inventory count you will be doing. 7. Click Select 8. Enter your counts in the quantity column. 9. When finished entering, click Preview 10. Check your variances before reconciling. 11. Click RECONCILE If you need to stop entering your counts and finish later: 1. Click Save. 2. Exit Product Management. To resume, at desktop: 3. Double click Product Management. 4. Enter manager number. Version 1 23 11-04

5. Click Inventory. 6. Click Enter Counts. 7. Make sure that the circle next to Update/Modify an Existing Count is filled in. 8. Highlight the existing count you wish to resume. 9. Click Select. You can change any counts you have entered until you reconcile. To reconcile: 1. In the Product Management screen, click Inventory. 2. Click Reconcile Counts. 3. Click Reconcile (only if you are sure that your counts are correct). Modify Inventory Count Sheets (Weekly and Monthly) 1. Double click Product Management. 2. Enter manager s password. 3. Click Setup. 4. Click Inventory Count Tasks. 5. Highlight either Monthly Count or Week-End Inventory. 6. Click Modify (toward bottom). Version 1 24 11-04

7. Use pull-down menu to change Filter to Inventory Items. The items listed on the left (Available Inventory Items) are items that do not show up on your inventory count sheets. The items listed on the right (Selected) are items that do show up on your inventory count sheet. To move a new item to your current count sheet: 8. Highlight the item on the left (Available Inventory Items). 9. Click the red arrow pointing to the right. To move an item off your count sheet: 10. Highlight the item on the right (Selected). 11. Click the red arrow pointing to the left. When finished making changes: 12. Click OK. Be sure to make the changes to both your Week-End Inventory and your Monthly Count. Version 1 25 11-04

Equipment Troubleshooting Check Equipment Before any problems are reported, you should check the equipment. 1. Examine all cords and plugs for any sign of damage. 2. Check for loose connections. Check Restaurant Status at the PC 1. Double click Micros Control Panel. A box will display the restaurant status. 2. Click Front of House. This should reboot any registers/printers that might be down. Stand Alone Mode If your PC goes down and you are unable to reboot it and bring it back up, each register can operate on its own without communicating with the PC. To reboot the register(s): 1. Hold in the power button on the right side of the base for a few seconds, then release. For Work Stations press and hold button underneath monitor for 15 seconds. 2. Press the power button again to turn the register(s) back on. As the register reboots, it will ask if you wish to go into stand alone mode. 3. Touch Yes. Version 1 26 11-04

Introduction for Employees The following is a brief introduction to the Micros 3700 register system. Once you have read the following information, the best way to become familiar with the system is to actually train on it. After your training, you will be required to sign, date, and return a Micros 3700 Training Sign-Off Sheet to your store manager so that he/she knows that you understand the basics of the 3700 system. If there is something that you don t understand, please ask! Version 1 27 11-04

Clocking In/Out Clock In/Out 1. At the sign-in screen, press Clock In/Out. 2. Type the last four digits of your social security number. For Shift Managers use swipe card. 3. Press Enter. 4. Screen will say, Confirm job assignment, Associate. Press OK The printer will then print two receipts: one for the time clock entries of that day and one for the pay period. Register Care Care of the Register The only care the register needs is to be wiped off with a slightly damp, soft cloth. NEVER use any chemicals on the unit! Change Printer Paper The roll of thermal just drops in. Make sure that the end of the paper is feeding from under the roll, NOT over the top of the roll. (For those of you that have used the 2400 system, it s the same.) Version 1 28 11-04

Package Screen Black Keys Product Keys: For each of the products that Oberweis produces in glass bottles. Whenever you ring up one of these items, a bottle charge of $0.50 is automatically added. Fountain Screen: Takes you to a screen to select To Go or Eat In. After you have made a selection, it will take you to the Fountain Screen. White Keys Red Keys For the sub-screens for package items. (This is set up like the 2400 version.) To ring these items, press the appropriate key, then select the item you wish to ring. There are several red keys on the package screen: Bottle Return: Will charge -$0.50. Number Keys: Will allow you to ring multiple items by pressing the quantity you wish first and then the item. Cancel: Will cancel the transaction and take you back to the sign-in screen. (Manager authorization required.) Page Forward and Page Back: To move around in subscreens that are full. (This works the same as the Next key on the 2400 system.) Begin Tab and Pickup Tab: To ring orders for large groups; sends orders to the printers to be made before the entire order is entered or paid for. When you Begin Tab, you will go to a screen that will allow you to assign a group name to the check. (For example, you might have a sports team and name the check Soccer Team or, if you have more than one team in the store, you might use the name of the team as the name of the check.) You can then ring the order. As more of the group arrives, you can use Pickup Tab to recall the check and resume ringing on it. Version 1 29 11-04

Lt. Blue Key Item Correct: When an error is made and you need to delete an item from the guest check, highlight the item you wish to remove and then press Item Correct. You may also use this key when a customer returns bottles. Because the milk keys automatically charge a bottle deposit, you can highlight the bottle deposit and press Item Correct. Gray Key Aqua Key Yellow Keys Misc. Check Function: For manager use, to correct tender types, assign drawers, etc. Order Forward: Used to forward orders at the drive-thru. Open Keys Misc Fountain and Misc Package are red: They require you to enter a dollar amount and also require manager authorization. Clear (No) and Enter (Yes): These work the same way the Clear and Enter keys on the 2400 system. Version 1 30 11-04

Fountain Screen Sundae Keys Cone Keys Other Treat Keys Special Key Topping Only Key Select one scoop or two, then the topping, and then the ice cream flavor. Select the number of scoops, type of cone, and then the ice cream flavor. Take you to sub-screens to select the fountain item (shakes, malts, moo coolers, etc.) that you need. Items on this screen that have a $ (blue and green) by them will charge the appropriate amount of money for an additional topping. The other keys do not attach an additional charge and are used in conjunction with the modifier keys, black and red (SUB, NO, THICK, THIN, etc.). Used when a customer is purchasing just a condiment. After pressing this key, you will need to press Special and select the $ topping that you are charging for. (Example: A customer buys a shake, receives his order, and then decides that he wants to purchase another cookie. You would press Topping Only, Special and then $Cookie.) Version 1 31 11-04

Pay Screen Teal Key and Yellow Key Lt. Blue Key Gift Certificate Sold and Gift Certificate Redeemed: Both of these keys allow you to record the number that appears on the gift certificate. Authorize & Settle: Used to process a credit card transaction. Moola Redeemed Used when a customer wants to use their stored value card for tender. White Keys Supply Paid Out and Fountain Paid Out Manual Authorization and Manual Finalize Used when No response from carrier or Line Busy. For credit transaction. Blue Key Purple Pink Key Maroon Key Green Key Black Key Aqua Key Discounts: All discounts are listed on the sub-screen. # KEY PAD: Used to tender a guest check. Traveler s Check: Used to tender a guest check. Personal Check: Used to tender a guest check. Cash: Used to tender a guest check Tax Exempt: Used for organizations that are exempt from sales tax and that can produce a letter stating so. This will remove the sales tax from the guest check. Previous Screen: This key will take you to the previous screen. Version 1 32 11-04

Credit Cards Credit Card Transaction (Card Swipes) 1. Ring up transaction. 2. Touch Pay Screen. 3. Touch Auth & Settle. 4. Swipe credit card. System will automatically settle transaction, drawer will pop open, and three receipts will print out 5. Oberweis Copy: Have customer sign; place in drawer. 6. Guest Copy: Give to customer; does not have to sign. 7. Receipt: Give to customer. If during a credit card transaction, the card does not swipe: 1. Ring up transaction. 2. Touch Pay Screen. 3. Touch Auth & Settle. 4. Type in credit card number. 5. Type in expiration date. System will automatically settle transaction, drawer will pop open, and three receipts will print out. 6. Oberweis Copy: Have customer sign; place in drawer. Version 1 33 11-04

7. Guest Copy: Give to customer; does not have to sign. 8. Receipt: Give to customer. NOTE: Do not forget to make an imprint of the card. Return/Refund with Credit Card 1. Ring up return or refund accordingly. 2. Touch Pay Screen. 3. Touch Auth & Settle. 4. Swipe credit card. 5. Have manager swipe manager s card to approve negative transaction balance. System will automatically settle transaction, drawer will pop open, and three receipts will print out. 6. Oberweis Copy: Have customer sign; place in drawer. 7. Guest Copy: Give to customer; does not have to sign. 8. Receipt: Give to customer. Credit Card Troubleshooting Incorrect Charge Amount Use the following procedure if you charged a credit card for an incorrect transaction amount. Example: Total of transaction is $17.41, but charged credit card for $0.01. Version 1 34 11-04

1. Touch/highlight the very last line of the order (in the example stated, should be the charge for $0.01). 2. Touch Item Correct. 3. Swipe manager s card to authorize Item Correct. 4. Touch Auth & Settle. 5. Swipe credit card. Error Message: No Response From Carrier or Line Busy This usually means that there is a problem with Fifth Third Bank (either they are down or experiencing technical difficulties). NOTE: You will need to obtain an authorization code from Fifth Third Bank via telephone. 1. Ring up transaction. 2. Touch Pay Screen. 3. Touch Manual Auth. 4. Swipe manager s card to approve Manual Authorized transaction. NOTE: Be careful Step #5 and Step #6 screens are very similar. Please refer to the yellow communication box to verify which screen you are currently on. 5. Swipe credit card. 6. Enter the authorization code from Fifth Third Bank. Two receipts will print out. 7. Oberweis Copy: Have customer sign; place in drawer. 8. Guest Copy: Give to customer; does not have to sign. Version 1 35 11-04

9. Touch Manual Finalize. The final customer receipt will print out. 10. Verify red total line is $0.00 (proves the full amount of the transaction was finalized). NOTE: Be sure that a total of three receipts print out for each transaction. Version 1 36 11-04

Moola Cards Redeem Moola Rewards Perform this sequence when a customer redeems earned rewards only, but does not purchase any additional items. You must touch Moola Rewards and swipe the card to correctly complete the transaction. Multiple earned rewards can be redeemed in a single transaction by touching the reward the appropriate number of times (i.e. redeem two cones by touching free cone twice.) All items to be redeemed as a reward must be entered before you touch Moola Rewards. When redeeming glass bottle rewards, you must touch bottle deposit as well. 1. Ask customer Do you have a Moola Card? 2. Touch Yes. 3. Enter items/order. 4. Touch Pay. 5. Touch appropriate button on Eat In/To Go screen. 6. Touch Add Name to Check screen and type in customer s name. 7. Touch Pay. 8. Touch Moola Rewards. 9. Touch appropriate reward(s). Pop up will display rewards you have selected. When finished, press Done. Version 1 37 11-04

10. Swipe card or enter card number. 11. Touch Pay until you reach the cash screen. 12. Take payment. Because this is a zero transaction, a manager s approval is needed in order for the receipt to print. 13. Give customer receipt and point out their current point and/or reward balance. All points and rewards earned will appear at the bottom of the receipt. 14. If the card is not registered, remind the customer to register the card online to protect the balance and receive special offers. Redeem Moola Rewards and Add Moola Points Perform this sequence when a customer redeems earned rewards AND purchases any additional items. You must touch Moola Rewards and swipe the card prior to touching Add Moola Pts and swiping a second time to correctly complete the transaction. Multiple earned rewards can be redeemed in a single transaction by touching the reward the appropriate number of times (i.e. redeem two cones by touching free cone twice.) All items to be redeemed as a reward must be entered before you touch Moola Rewards. When redeeming glass bottle rewards, you must touch bottle deposit as well. 1. Ask customer Do you have a Moola Card? 2. Touch Yes. 3. Enter items/order. Version 1 38 11-04

4. Touch Pay. 5. Touch appropriate button on Eat In/To Go screen. 6. Touch Add Name to Check screen and type in customer s name. 7. Touch Moola Rewards. 8. Touch appropriate reward(s). Pop up will display rewards you have selected. When finished, press Done. 9. Swipe card or enter card number. 10. Apply appropriate discount, then touch Pay. If none, touch Pay. 11. Touch Add Moola Pts. 12. Swipe card or enter card number. 13. Touch Pay and take payment. 14. Give the customer the receipt and tell him/her how many points were earned for this transaction, if he/she earned a reward. The loyalty points accrued for this transaction and all points and rewards earned will appear at the bottom of the receipt. 15. If the card is not registered, remind the customer to register the card online to protect the balance and receive special offers. Sell a Gift or Stored Value Card Perform this sequence when a customer purchases a Moola Card as a gift card. Gift cards replace our paper gift certificates. Version 1 39 11-04

This transaction must be rung up separately from other items the customer may be purchasing. Multiple gift cards may be rung up on the same transaction, but you must touch Sell Gift Cards and swipe for each additional card sold on the single check. When entering the dollar amount, you must include two digits for cents. 1. Ask customer Do you have a Moola Card? 2. When customer says No, but I d like to buy a gift card, contact your manager. 3. Touch Buy one. 4. Touch Sell Gift Card. 5. Enter dollar amount. Press Enter. (A gift card can be for any amount between $5.00 and $500.00.)Touch Sell Gift Card. 6. Swipe card or enter card number. 7. Touch Done. 8. Touch Pay until you reach Cash Screen. Take payment. (Customer CANNOT pay with another or same stored value card.). 9. Give customer receipts and remind him/her that this card can also be used as a Moola Loyalty Card and points can be earned with each purchase. 10. Verify that card number and gift receipt card number match. 11. Also remind the customer to register the card online to protect the balance and receive special offers. Version 1 40 11-04

Add Money to Stored Value Card Perform this sequence when a customer wants to add money to his/her Moola Card. NOTE: All add values must be entered on separate checks. 1. Ask customer Do you have a Moola Card? 2. When customer says, Yes, and I d like to add money to my card, contact your manager. 3. Touch Buy one 4. Touch Add $$$ to Card. 5. Touch Enter dollar amount. Press Enter. (A gift card can be for any amount between $5.00 and $500.00.) 6. Swipe card or enter card number. 7. Touch Done. 8. Touch Pay until you reach Cash Screen. Take payment. (Customer CANNOT pay with another or same Stored Value Card.) 9. Give customer receipts and remind him/her that this card can also be used as a Moola Loyalty Card and points can be earned with each purchase. 10. Also remind the customer to register the card online to protect the balance and receive special offers. Version 1 41 11-04

Return/Refund and Add Money Back to Card NOTE: Paid for with Gift or Stored Value Cards. This sequence can only be performed by a manager. Perform this sequence when a customer is returning an item and he/she paid with his/her Moola Card. This sequence will deduct the points accrued from the customer s account as well as credit the customer s card with the appropriate dollar amount (it will add money back). This is a separate transaction. NOTE: If a customer wants his/her money back (refund) and paid with his/her Moola Card, do not perform Steps 6, 7, and 8. This will add money back to the card, but will not deduct points. Remember, we do not take points away for quality or service issues. 1. If a customer changes his/her mind after the check has been closed and you have already added Moola points, ask for Moola Card. 2. Touch Yes. 3. Touch Micros Misc Check Function. 4. Touch either Refund or Return, whichever is appropriate. 5. Enter item to be returned. 6. Touch Pay until you reach Add Moola Points. 7. Touch Add Moola Points. 8. Swipe card or enter card number. Points are automatically deducted. 9. Touch Pay until you reach Cash Screen. Version 1 42 11-04

10. Touch Moola Redeemed. 11. Swipe card or enter card number. 12. Close check and give customer the receipt. Exchange Moola Cards Perform this sequence when a customer has lost a Moola card, his/her card has been stolen, or the magnetic strip is no longer working. Card exchanges are only to be performed by a manager. Manager should destroy all deactivated cards. 1. If the customer indicates that his/her card is lost, ask if the card was registered. 2. If the card was not registered, inform the customer that there is nothing that we can do to transfer balances of unregistered cards. If the card was registered, ask the customer for his/her name, zip code, phone number, and the registered email address. 3. Manager should then go to Paytronix store manager website and attempt to verify the registered card information by clicking on Guest Account Lookup on the store manager function page. 4. If manager can verify registered card information, proceed to next step. If information cannot be verified, inform the customer that there is nothing that we can do. 5. Touch Moola Inquiry. 6. Enter card number manually. Version 1 43 11-04

7. Press Enter. 8. Press Clear to continue. Receipt will print. 9. Touch Previous Screen until you reach the opening Moola Screen, then press Cancel. 10. Enter Manager Code. 11. Touch Moola Mgr Screen. 12. Touch Card Exchange. 13. Enter old card number and press Enter. 14. Swipe new card or enter new card number (must be an inactive new card). 15. Close check and give customer receipt. 16. Run Moola Balance Inquiry. (See Page 5 of Training Guide for instructions.) 17. Give customer updated receipt and remind him/her to register the new card online to protect the balance. This sequence should only be performed by a manager. Deactivate Moola Card This sequence should be followed when you need to deactivate a card mistakenly activated. This card cannot be reactivated. Once you swipe the card after you touch Deactivate Card, there is no turning back. Hitting Clear on the reason screen will not clear the deactivate. NOTE: When you verify the balance in Step 2, and there is a stored value balance, you cannot deactivate the card. This is not to be used as a cash back function. Version 1 44 11-04

1. Touch Cancel. 2. Enter manager code. 3. Touch Mgr Moola Screen. 4. Touch Deactivate Card. 5. Swipe card or enter card number. 6. Select reason code (108 PX Item Voided). 7. Close check. 8. Give customer receipt or store manager should save. This sequence can only be performed by a manager. Cancel Stored Value Perform this sequence when you need to deactivate a card loaded with value by mistake. This card cannot be reactivated. Once you swipe the card after you touch Deactivate Card, there is no turning back. Hitting Clear will not clear the deactivate. NOTE: This sequence should not be used as a cashback function. It is strictly for reversing an add value error. 1. Touch Cancel. 2. Enter manager code. 3. Touch Mgr Moola Screen. 4. Touch Void Add $$. 5. Enter stored value amount to be deducted. When finished, press Enter. Version 1 45 11-04

6. Swipe card or enter card number. 7. Once card value is taken to zero, follow procedure for Deactivate Moola Card, above. Version 1 46 11-04

Correcting Paid Out Examples: Rang in supply paid out for wrong amount. Rang in fountain paid out twice. 13. Touch Pay Screen. 14. Touch Item Correct. 15. Type in dollar amount of the correction. 16. Touch either Sndwch Paid Out, Supply Paid Out, or Fount Paid Out. 17. Type in explanation for correction. Version 1 47 11-04

Receipt Trailers Change Receipt Trailers 1. Double click POS Configurator. 2. Click Sales tab. 3. Click Descriptors. 4. Click Trailers tab. 5. On left-hand side, highlight Guest Chk Trailr. 6. Change trailer to corporate approved message. Change Credit Card Receipt Trailers 1. Double click POS Configurator. 2. Click Sales tab. 3. Click Descriptors. 4. Click Trailers tab. 5. On left-hand side, highlight CC Cust Copy. 6. Change trailer to corporate approved message. Version 1 48 11-04

Shutting Down and Restarting the System This procedure should be performed at least once a week. 1. Close out all applications on PC, e.g., Excel spreadsheets, Word documents, Product Management. 2. Double click Micros Control Panel. 3. Highlight Restaurant on left-hand side. 4. Click Off. Everything on the left-hand side should slowly change from a green checkmark to a red X. The registers will no longer have the normal register screen. They will now have a desktop similar to your PC. 5. Click Start on the PC. 6. Click Shutdown. 7. Turn off each register (power button is on the lower right-hand side). 8. Hit power button on PC tower to turn PC back on. 9. Turn registers back on. 10. PC will eventually ask you for a password micros3700. 11. Make sure Caps Lock is off and Number Lock is on. If some of your registers do not come back to the normal register screen. Version 1 49 11-04

12. Double click Micros Control Panel. 13. Highlight Restaurant on the left-hand side. 14. Click Front of House. Any remaining red Xs should change to green checkmarks. Version 1 50 11-04