The installation of a new register system at a store might require that you make some changes in RMS to adjust for your new system. For example, lookup tables and hourly reading times may need to be modified so the data from the new system can be captured and used correctly by Menu Management. Or, a new register system may use different POS codes and/or cash sheet identifiers than your current systems use.
The Sales Misc. Lookup Table determines how your report sales, meals, coupons, and discounts will be calculated for use in Menu Management reports. To learn if your lookup tables need to be modified, print a POS Cash/Misc Report in Communications for a listing of available cash sheet items to be used. (Refer to Chapter 2, Reports, in your Communications User Guide.)
To learn if your hourly readings need to be modified, go to the RMS Maintenance menu and verify the parameters under Store Hours/Reading Times. (Refer to the section on Store Hours/Reading Times in Chapter 2, Maintenance, in your Restaurant Management System User Guide.)
The following instructions will help you change your lookup tables in RMS so that your Menu Management information will be accurate.
If you have an
existing store with the same register type, you can model the information from
that store to the new store. Use the steps below.
1. On the RMS Maintenance menu, select Lookup Tables and then select Sales/Misc. Lookup Table.
2. Highlight the existing store that has the same register type and select Model.
3. In the list of stores that displays, check the new store and select OK. The screen will flash briefly (almost unnoticeably) and return to the menu.
4. To verify the information was modeled, highlight the store with the new register and select Enter/Change.
5. Check each lookup table (Report Sales, Employee Meals, and Coupons/Discounts). Each table should have the correct information.
If this register type
is new to your operation, use the following steps. First read the POS Device Pamphlet for this register
(located in the Communications User Guide under POS Information).
1. Determine how you will calculate Report Sales for this register system. (If you have other stores, you may want to refer to those lookup tables for guidance.)
2. On the RMS Maintenance menu, select Lookup Tables, and then select Sales/Misc. Lookup Table.
3. Highlight the new store and select Enter/Change.
4. Highlight Report Sales and select Change.
5. If you wish to add a cash sheet identifier, select the + sign and enter the identifier. (For example, many registers use cash sheet 0017 for net sales. If you want the register reported net sales number included in Report Sales, enter CS0017 for the data identifier.)
6. Enter a multiplier. This will usually be 1.00.
7. When finished, select Continue.
8. Perform the same steps for Employee Meals and Coupons/Discounts.
9. Select Close.
If you have a store
with the same register type, and if the POS codes* are identical for both
stores, you can model the information from that store. Use the following steps.
1. On the RMS Maintenance menu, select Lookup Tables and then select Product Mix Lookup Table.
2. Highlight the existing store that has the same register type, and select Model.
3. In the list of stores that displays, check the new store, and select OK.
4. The screen will flash briefly (almost unnoticeably) and return to the menu.
5. To verify the information was modeled, highlight the store with the new register and select Add/Change. Review the information displayed.
If your new store has
a new register type, you may need to enter the information for that store. Use
the following steps.
1. On the RMS Maintenance menu, select Lookup Tables and then select Product Mix Lookup Table.
2. Highlight the store and select Add/Change.
3. Select Add.
4. For POS Code, enter the code for the menu item you want to add. The code should be entered as it appears on a printout of the menu item table from the register (for example, 0001). Once you have entered a number, press [Enter].
5. For Menu Item, type .. and press [Enter].
6. A list of menu items displays. Scroll down the list, and select the corresponding menu item.
7. Your selection displays in the window. Verify that it is correct.
8. Select
Next.
9. Repeat steps 6-8 until all POS codes have been added to the lookup table. When you have entered the last code, select OK.
To
sequence the codes:
10. The POS codes will be sequenced in ascending order according to the POS code (0001, 0002 etc.). To change the order of these codes, select Sequence.
11. The POS codes are displayed in a window. To move one item, highlight the item, move the cursor to the desired location and right-click the mouse. The item appears in the new location.
12. Select OK.
*POS codes refer to the location of each menu item on the POS keyboard or touchscreen. To obtain a list of POS codes, you can poll the register for Menu Items and print the POS report in Communications, or request a listing of the Menu Item Table from the store manager.