micros

9700 HMS

micros 9700
Manager Operations Manual
Table of Contents
Listed here are the Procedures & Reports that can be run from the UWS.
Manager Voids.......................................................................................................................... 2
Procedure 2 - Change Serving Period..................................................................................4
Procedure 3 - Employee Setup..............................................................................................4
Procedure 6 - Print Employee List........................................................................................4
Procedure 7 - Change Employee Training Status................................................................4
Procedure 11 - Order Output Redirect....................................................................................5
Procedure 13 - Change Menu Item Assignment.....................................................................5
Procedure 14 - Changing Menu Item Availability (86/68 Items)............................................5
Procedure 15 - Print Menu Item Prices...................................................................................6
Report 2 - RVC Financial....................................................................................................... 7
Report 3 - Employee Financial............................................................................................. 7
Report 4 - Cashier Financial.................................................................................................7
Report 5 - Time Period Summary......................................................................................... 7
Report 6 - Time Period Detail................................................................................................8
Report 7 - Major Group Sales.............................................................................................. 8
Report 8 - Family Group Sales............................................................................................ 8
Report 9 - Menu Item Sales.................................................................................................. 8
Report 10 - Menu Item Analysis............................................................................................. 9
Report 11 - RVC Open Check.................................................................................................9
Report 12 - Closed Checks..................................................................................................... 9
Report 13 - Employee Tip..................................................................................................... 10

For Other Reports & Procedures see the reports Manual &/or the Autosequence
Documentation

Micros 9700

MICROS 9700 HMS DOCUMENTATION

MANAGER VOIDS / ADJUSTMENTS

Micros 9700

MICROS 9700 HMS DOCUMENTATION

1. Negative Check Void - This void creates a new check that cancels out
the items to be voided. (i.e. the original check has already been closed and
you need to take the cash out of the drawer to refund to the customer, etc.)
It is ESPECIALLY IMPORTANT to remember that all negative check voids or
ANY VOID OR ADJUSTMENT should be done by the employee or with
the Employees card with the Manager ONLY AUTHORIZING THE
PROCEDURE.
1. Begin a new Check
2. Press the VOID key, and note the small void in the upper left corner
of the key area of the screen.
3. Order the EXACT item or items rung on the original check, and close
the check the EXACT way it was closed originally. This will create &
close a negative check that serves to balance out the original
transaction.
4. NOTE: Watch BLUE OPTION BAR throughout this procedure as it will
prompt when the manager needs to swipe their card to authorize
(Authorization, enter ID number)

2. VOID Item from Previous Round - This voids items off an OPEN

CHECK that were previously rung and now need to be Taken Off the check.

It is ESPECIALLY IMPORTANT to remember that all Previous Round voids

or ANY VOID OR ADJUSTMENT should be done by the employee or
with the Employees card with the Manager ONLY AUTHORIZING THE
PROCEDURE.
1. Pickup the OPEN CHECK
2. With your finger, swipe card, etc. TOUCH THE ITEM TO BE VOIDED
in the detail area of the screen.
3. Press the VOID Key, Manager will need to Authorize (READ THE
BLUE OPTION BAR).
4. Enter the # of the Appropriate VOID REASON and Press Enter (You
may need to use a 0-9 pop-up keypad).
5. The Item is now voided off the check and the check can be re-printed,
closed, etc.

Micros 9700

MICROS 9700 HMS DOCUMENTATION

3. Adjust Closed Check - This feature allows one to Adjust the Tender
Type on a previously Closed Check, or it also allows Tip Information to be
edited, i.e. Tips to be added, changed, etc.
It is ESPECIALLY IMPORTANT to remember that all Adjust Closed Checks
or ANY VOID OR ADJUSTMENT should be done by the employee or
with the Employees card with the Manager ONLY AUTHORIZING THE
PROCEDURE.
1. Cashier signs in, and goes to the functions screen.
2. Choose Adjust Closed Check
3. Manager AUTHORIZES the procedure.
4. Enter the Check # of the check to be adjusted, and READ THE BLUE
OPTION BAR it will ask you if this is the correct check to adjust.
Double Check the amount and answer Yes.
5. You may now touch the tender and void it off (READ THE BLUE
OPTION BAR it will ask for authorization again)
6. You may also void the tip off, but the tender must come off first.
7. AFTER YOU EDIT THE CLOSED CHECK, you may then close it to the
tender of your choice. When the check closes a new copy will print
indicating that this check has been adjusted.
NOTE: YOU MAY NOT VOID ITEMS OFF OF A CLOSED CHECK OR ADD
ITEMS TO A CLOSED CHECK, YOU MAY ONLY EDIT TIP OR TENDER!

Micros 9700

MICROS 9700 HMS DOCUMENTATION

NOTE: These Procedures can also be performed by pressing Procedures

on the manager screen and choosing the correct procedure #.
Procedure 2 - Change Serving Period
PURPOSE: This procedure is used to change a RVC from one serving
Period to another. This Procedure is not necessary in all
RVCs.
1. Swipe your card
2. Go to the [FUNCTIONS] screen
3. Press the key corresponding to the period you would like to change to.

Procedure 3 - Employee Setup

PURPOSE: This procedure is used to update, add, and delete employee
information from the Employee File.
1.
2.
3.
4.

Swipe your card

Press the [EMPLOYEE SETUP] key
Enter the employee number you would like to edit, then the [ENTER] key
Using the arrow keys, highlight the field you would like to edit, make
additions or changes as desired
5. Press the [SAVE/EXIT] key to store your changes
6. When you are done, press [CANCEL] key until back at the manager screen.

Procedure 6 - Print Employee List

PURPOSE: Print out of employee names/numbers
1.
2.
3.
4.
5.
6.

Swipe your card

Press the [PRINT EMPL. LIST] key
Enter starting employee number, then the [ENTER] key
Enter ending employee number, then the [ENTER] key
Press the [SAVE/EXIT] key to print the list
When you are done, press the [CANCEL] key until back at the manager
screen

Procedure 7 - Changing Employee Training Status

PURPOSE: This procedure puts employees into, or takes them out of
training. When an employee is in training, their menu items
will not print to an order printer and their totals will not affect
normal reports.
1. Swipe your card
2. Press the [TRAINING STATUS] key
3. Enter the employee number of the person you want to put in to training
mode, then the [ENTER] key
4. Using the arrow keys, highlight the [TRAINING] option
5. Press the [SAVE/EXIT] key
6. When you are done, press the [CANCEL] key until back at the manager
screen.

Micros 9700

MICROS 9700 HMS DOCUMENTATION

NOTE: All checks opened by an employee in training mode must be closed!

Procedure 11 - Order Output Redirect

PURPOSE: This procedure is used if there is a printer that is not working
or you want to redirect remote printing for any reason.
NOTE:

All the orders that are being sent to a specific printer may be redirected to
another printer.
1. Swipe your card
2. Press the [REDIRECT PRINTERS] key
3. Using the arrow keys move to the printer that you want to redirect
4. Enter the number of the printer that you would like the order output to be
redirected to
5. Press the [SAVE/EXIT] key to store your changes
6. When you are done, press the [CANCEL] key until back at the manager
screen

NOTE:

It is IMPORTANT to remember to change the output back to the original printer.

Procedure 13 - Change Menu Item Assignment

PURPOSE: Allows you to change the following attributes for Menu items:
First name (guest check)
Second name (remote printer)
Price
1. Swipe your card
2. Press the [MENU ASSIGN] key
3. Enter the menu item number you wish to change, then press the [ENTER]
key
4. Using the arrow keys, move to the field you wish to change
5. Enter the new information, and press the [ENTER] key
6. Press the [SAVE/EXIT] key to store your changes
7. When you are done, press the [CANCEL] key until back at the manager
screen

Procedure 14 - Change Menu Item Availability

PURPOSE: This procedure flags a menu item as being not available. When
ringing up an item that is not available you will receive an error
message MENU ITEM NOT AVAILABLE
1.
2.
3.
4.
5.
6.

Swipe your card

Press the [86/68 ITEMS] key
Enter the menu item number of the item you want to make unavailable
Using the arrow keys, highlight [NOT AVAILABLE]
Press the [SAVE/EXIT] key to store your changes
When you are done, press the [CANCEL] key until back at the manager
screen

Micros 9700

MICROS 9700 HMS DOCUMENTATION

NOTE:

You must perform the same procedure again when the item is available.
Highlight [AVAILABLE] instead.

Procedure 15 - Print Menu Item Prices

PURPOSE: This procedure prints out the Menu Item Name and it's Price
1.
2.
3.
4.
5.
6.

Swipe your card

Press the [PRINT MENU ITEMS] key
Enter the starting menu item number and press the [ENTER] key
Enter the ending menu item number and press the [ENTER] key
Press the [SAVE/EXIT] key to print the list
When you are done, press the [CANCEL] key until back at the manager
screen

Procedures 17 & 18 - For Retail Managers Only - Documented Separately

Micros 9700

MICROS 9700 HMS DOCUMENTATION

Report 2 - RVC Financial Report
PURPOSE: Gives sales figures for a RVC which include Net Sales,
Tenders, # of guests, check average, etc.
1.
2.
3.
4.

Swipe your card

Press the [RVC FINANCIAL] key
Choose the RVC you would like the report on, the press the [ENTER] key.
If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and then the
[ENTER] key.
5. Report will Print & System will Sign you Out.

NOTE: If there are no totals to report for the RVC chosen, NO REPORT WILL PRINT.
Reports 3 / 4 - Cashier/Employee Financial Reports
PURPOSE: Gives sales figures for an Employee which include Net Sales,
Tenders, # of guests, check average, etc. (Cashier Fin shows
Cash, Emp Fin Does Not)
1.
2.
3.
4.
5.
6.

Swipe your card

Press the [CASHIER FIN] key
Enter the employee number to start the range from, then the [ENTER] key.
Enter the employee number to end the range at, then the [ENTER] key.
Choose the appropriate Totals Period to run the report on.
Report will Print & System will Sign you Out.

NOTE: If there are no totals to report for the Employee chosen, NO REPORT WILL PRINT.
Report 5 - Time Period Summary Report
PURPOSE: Gives sales figures broken down by time periods in Summary.
1.
2.
3.
4.
5.

Swipe your card

Press the [TIME PRD SUMMARY] key
Enter the time period number to start the range from, then the [ENTER] key.
Enter the time period number to end the range at, then the [ENTER] key.
If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and then the
[ENTER] key.
6. Report will Print & System will Sign you Out.

NOTE: If there are no totals to report for the employee range chosen, NO REPORT WILL
PRINT.

Micros 9700

MICROS 9700 HMS DOCUMENTATION

Report 6 - Time Period Detail Report

PURPOSE: Gives sales figures broken down by time periods in Detail.
1.
2.
3.
4.
5.

Swipe your card

Press the [TIME PRD DETAIL] key
Enter the time period number to start the range from, then the [ENTER] key.
Enter the time period number to end the range at, then the [ENTER] key.
If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and then the
[ENTER] key.
6. Report will Print & System will Sign you Out.

NOTE: If there are no totals to report for the employee range chosen, NO REPORT WILL
PRINT.

Report 7 - Major Group Sales Report

PURPOSE: This report will give sales figures for major groups.
1.
2.
3.
4.

Swipe your card

Press the [MAJOR GROUP SLS] key
Select Range or All as appropriate
If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and then the
[ENTER] key.
5. Report will Print & System will Sign you Out.

NOTE: If there are no totals to report for the employee range chosen, NO REPORT WILL
PRINT.

Report 8 - Family Group Sales Report

PURPOSE: This report will give sales figures for family groups.
1.
2.
3.
4.

Swipe your card

Press the [FAMILY GROUP SLS] key
Select Range or All as appropriate.
If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and
then the [ENTER] key.
5. Report will Print & System will Sign you Out.

NOTE: If there are no totals to report for the employee range chosen, NO REPORT WILL
PRINT.

Report 9 - Menu Item Sales Report

PURPOSE: This report will give sales figures for Menu Items, includes
sales count, & percentage of net sales.
1. Swipe your card
2. Press the [M.I. SALES] key

Micros 9700

MICROS 9700 HMS DOCUMENTATION

3. If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and
then the [ENTER] key.
4. Report will Print & System will Sign you Out.

Report 10 - Menu Item Analysis Report

PURPOSE: This report will give sales figures for Menu Items, includes
sales count, & percentage of net sales, percentage of Major
Group, and percentage of Family Group sales.
1.
2.
3.
4.
5.
6.

Swipe your card

Press the [M.I. ANALYSIS] key
Select Range or All as appropriate.
Enter the menu item number to start the range from, then the [ENTER] key.
Enter the menu item number to end the range at, then the [ENTER] key.
If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and then the
[ENTER] key.
7. Report will Print & System will Sign you Out.

Report 11 - RVC Open Check Report

PURPOSE: This report lists all open checks for a specified RVC
1. Swipe your card
2. Press the [RVC OPEN CHECKS] key
3. If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and then the
[ENTER] key.
4. Report will Print & System will Sign you Out.

NOTE: If there are no open checks in your RVC, NO REPORT WILL PRINT.
Report 12 - Closed Checks (Range)
PURPOSE: This report lists all closed checks for a specified range of
employees
1.
2.
3.
4.
5.

Swipe your card

Press the [CLOSED CHECKS] key
Enter the employee number to start the range, then the [ENTER] key.
Enter the employee number to end the range, then the [ENTER] key.
If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and then the
[ENTER] key.
6. Report will Print & System will Sign you Out.

NOTE: If there are no totals to report for the employee range chosen, NO REPORT WILL
PRINT.

Micros 9700

10

MICROS 9700 HMS DOCUMENTATION

Report 13 - Employee Tip

PURPOSE: This report lists all closed checks for a specified range of
employees
1.
2.
3.
4.
5.

Swipe your card

Press the [EMPLOYEE TIP] key
Enter the employee number to start the range, then the [ENTER] key.
Enter the employee number to end the range, then the [ENTER] key.
If you wish to display the report on the screen, press [2], and then the
[ENTER] key -or- If you wish to print the report, press [1], and then the
[ENTER] key.
6. Report will Print & System will Sign you Out.

NOTE: If there are no totals to report for the employee range chosen, NO REPORT WILL
PRINT.

FOR FURTHER INFORMATION ON REPORTS OR PROCEDURES PLEASE

REFER TO THE 9700 REPORTS MANUAL OR 9700 USERS MANUAL
AVAILABLE FROM YOUR PROPERTY PROGRAMMER.

Micros 9700

11