POS Guide: Micros/Oracle

How to Set Up the "Offline" Discount

1. Log in to Micros POS:
   • Open the Micros POS application and log in with your credentials.
2. Navigate to the Discounts Menu:
   • Go to the main menu and select "Manager Procedures."
   • From the drop-down, choose "Discounts."
3. Create a New Discount:
   • Click on "New Discount."
   • Enter the name of the discount as "Offline."
   • Set the discount type to "Open Dollar Amount."
   • Ensure that the discount value is adjustable at the time of transaction.
4. Configure Discount Settings:
   • Select the applicable items or categories for the "Offline" discount.
   • Set any limitations or restrictions (e.g., specific users authorized to apply the discount).
   • Enable or disable stacking with other discounts as needed.
5. Save the Discount:
   • Review the details and click "Save."
6. Test the Discount:
   • Process a test transaction to ensure the "Offline" discount can be applied correctly and the value can be adjusted as needed.

How to Pull Data for the "Offline" Discount

1. Log in to Micros POS:
   • Open the Micros POS application and log in with your credentials.
2. Access Reports:
   • Navigate to the "Reports" section from the main menu.
3. Select Data to Pull:
   • Choose the type of report you need (e.g., discount usage report).
   • Set the date range and any specific filters required, focusing on the "Offline" discount.
4. Generate the Report:
   • Click "Generate Report."
   • Review the report on the screen to check the usage and details of the "Offline" discount.
5. Save Physical Checks:
   • Ensure that every physical check associated with the "Offline" discount is saved.
   • Store these checks securely for the in-market team to pick up.
6. Export the Data:
   • Click on "Export" and select your preferred format (e.g., Excel, PDF).
   • Save the file to your desired location.

How to Set Up Gratuity in Conjunction with the "Offline" Discount

1. Log in to Micros POS:
   • Open the Micros POS application and log in with your credentials.
2. Navigate to Gratuity Settings:
   • Go to the "Settings" menu.
   • Select "Gratuity Setup."
3. Create a New Gratuity Rule:
   • Click on "Add Gratuity Rule."
   • Enter the name of the gratuity rule (e.g., "Standard Gratuity").
4. Configure Gratuity Details:
   • Set the gratuity percentage (e.g., 18%).
   • Define the conditions for applying the gratuity (e.g., parties of 6 or more).
   • Ensure the gratuity applies correctly in transactions where the "Offline" discount is used.
5. Save the Gratuity Rule:
   • Review the details and click "Save."
6. Test the Gratuity with the "Offline" Discount:
   • Process a test transaction to ensure the gratuity is applied correctly alongside the "Offline" discount.