1 Prerequisites

The following are the prerequisites for installing ExpressCheck:

• .NET 4.6.2 or Higher
• Windows 7 POS Ready 2009 or Higher
• Main Server with Internet Access
• All Workstations (Internet Access Suggested)

2 POS Configuration – Pre Installation

The following section describes changes to the POS configuration using the Micros POS Configurator application. This section can be done before the software installation.

2.1 Create Database User
In the Database Manager Select Users\Passwords. Check Create New User, Give it User Name ECAPI, use a secure password and click create new user. Make note of the username and password for EC Settings for Database User.

2.2 Create Employee Class
In the “Employee” Tab under “Employee Classes”, check to see if a “POS API” or “API User” class exists. If not, Click the + button to add a new employee class and enter “API User” as the Name. Select the Transactions tab, and then the Transactions Control sub-tab below it. Select the “POS API Employee” check box. This will grey out most selections. Click the Green save check mark and close the window.

2.3 Create Employee
In the “Employee” tab, under “Employees” click the + button to add a new user and enter “ExpressCheck” for the First Name, Last Name, and Check Name. Click the Security Tab choose a Password ID for this user and chose “API User” for the Employee class combo box selection. Click the POS tab and choose the revenue center where the ExpressCheck user will be operating. Make a note of the Employee number. Click the Green checkmark to Save and then close the window.

2.4 Create Work Station
In the “Devices” tab under “User Workstations” check for a POS API workstation. If one does not already exist, one should be created for use with ExpressCheck. Select the + button to add a new workstation and give it a name of “POS API Client”. On the General Tab, select the proper revenue center from the list. Under License Code enter 4. Select the green checkmark to Save and then close the page.

2.5 Create Device
In the “Devices” tab under “Devices” check for a POS API device. If one does not already exist, one should be created for use with ExpressCheck. Select the + button to add a new device and give it a name of “POS API Client”. On the General Tab, select the “Device Type” as “PosAPI Web Service” and select the Network Node for the main POS server. Select the green checkmark to Save and then close the page.

2.6 Create Device Interface
In the “Interfaces” tab under “Devices” create a new entry for “EC Assign”. On the General tab check the “SIM Interface” check box and leave all fields blank. Leave the defaults on the Interface tab. Make a note of the interface number. Click the green checkmark to save and then close the page.

2.7 Create “ExpressCheck” Tender Type
In the “Sales” tab, under “Tender/Media” a new entry should be created for “ExpressCheck”. The “Type” should be set to “Payment” on the General tab. Do not select anything for the Exempted Tax Class or SLU combo box (leave these blank). For the Print Class you may choose a print option and Menu Level Class. On the Tender Tab, the Options should be checked: “Reference required”, “Assume paid in full”, “Require amount entry”, “item is shareable”, “Post to gross receipts”, and specify “Charge Tip” category as “Charge Tip” (or equivalent for installation location DB). Save the tender type and make a note of the name and Charged Tip name. On the Service TTL tab, check Send Order, and on the right, “Fire Order”.

2.8 Create “Service Total” Tender Type
In the “Sales” tab, under “Tender/Media”, create a tender type with the name “Service Total” (use a different name, if one already exists). On the “General” tab, set the type to “Service Total”, the “Print Class” to “All Tenders”, the Menu Level Class to “All Levels”, and the “Key Code” to “1”. Leave the Privilege at 0 and all other fields blank. On the Service TTL tab, do not check any options under Service Totals and the options on the right chose “Fire Order”. Leave all other tabs as defaults. Save the tender type and make a note the name and number.

2.9 Create “EC Gift” Tender Type
In the “Sales” tab, under “Tender/Media”, create a tender type with the name “EC Gift”. On the “General” tab, set the type to “Payment”, do not select anything for the Exempted Tax Class or SLU combo box (leave these blank). For the Print Class you may choose a print option, like “All Tenders” and for Menu Level Class (like All Levels). Leave the rest defaults. On the Tender tab, check “Reference required”, “Require amount entry”, “Item is shareable”, and “Post to gross receipts”, and specify Charge Tip category same as in section 2.7. Choose “Exempt auto service charge” On the Service TTL tab, check only “Send Order” under Service Totals” and the options on the right chose “Fire Order”. Save the tender type and make a note of the name.

2.10 Create “EC Fee” Service Charge
In the “Sales” tab, under “Service Charges” a new entry should be created for “Expck Fee”. On the General tab, leave the Tax Class blank and set the SLU to Service Charges. You can select a Print Class for all service charges and all menu levels. Do not enter anything for the “Amount”, “Minimum Amount”, or “Maximum Amount”. On the Options Tab, the Settings should be set: “Amount” and all others un-checked. All itemizers should be checked. On the Service Charge page, select the type as “Non-Revenue” and check “Post to svc charges total” and “Do not post to emp tip totals”. All other checkboxes should be un-checked, and “tender/media for tips paid” should be left blank.

2.11 2.11 Create “EC Reward” Discount
In the “Sales” tab, under “Discounts” a new entry should be created for “Expck Rwd”. On the General tab, set the Tax Class to “No Tax” and set the “Menu Level Class” to “All Level”. Leave “privilege” as default value. Switch to “Itemizers” tab and select all check boxes that have “Itemizer” defined. On the “Discount” Tab, check the “Apply to single seat only” check box and leave all others not checked. In the “Restrictions” box, select “one discount of this type per seat”. On “Options” tab, click the “Amount” box and leave all others not checked. No changes to “Rule Setup” or “Exclusivity” tab.

2.12 Create “EC GIft Card” Menu Item
In the “Sales” tab, under “Menu Items” create a new entry for “EC Gift Card”. Set the “Name 1” field to the same value “EC Gift Card”. Choose a Menu Item Class as “Open Retail” and Menu Level Class as “All Levels”, and a Print Class as “All Tenders”. On the “Reporting” tab, select a Major Group of “Retail” or similar and a Family Group of “Retail Items” or similar. Leave the other fields blank and all of the other tabs as default. Make a note of the name used and the Number used.

2.13 Create a Macro for “Select Check”
In the “System” tab, under “Macros” create a new entry for “Select Check”. On the right side where the macro keys are listed, add an entry and select category as “Tender/Media Number”, then at the bottom where it shows the Tender Media combo selection, choose the setting that was made for “Service Total” number. Make a note of the Macro number on the left.

3 Configuration Settings