Oracle Retail MICROS Midas New Features Overview Release 9.0. March 2016

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1 Oracle Retail MICROS Midas New Features Overview Release 9.0 March 2016

2 Oracle Retail MICROS Midas New Features Overview, Release 9.0 Copyright 2016, Oracle and/or its affiliates. All rights reserved. Primary Author: Bryce Jackson This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

3 Contents Overview of Features... 1 Assistant Pin Entry... 3 Extra Touch Buttons... 4 Left Handed Assistants... 5 Function Buttons on Touch Panel... 6 Methods of Payment in Touch Panel... 7 Items List... 8 Items Editable by Selecting... 8 New Search Functionality Back Office - EPoS Manager Functionality with MidasLive (Requires additional MidasLive software) Extra Customer Information Deposit Handling Stock Enquires Extra Customer Information Account Handling Deposit Handling Stock Enquires Touch Configuration Payment Screen Loyalty Button Caption Customer Loyalty Prompt Search For Refunds iii

4 Note: The rebranding for the latest version of this documentation set is in development as part of post MICROS acquisition activities. References to former MICROS product names may exist throughout this existing documentation set. Overview of Features New Look The look of Midas EPoS has been updated to give it a more up to date feel and a more uniformed layout. Assistant Pin Entry The Pin Entry can be positioned Left, Right or Centered by configuring in EPoS Manger (Back Office). Extra Touch Buttons The Touch Panel now takes up the full height of the Screen allowing for a total of 56 buttons with a minimum screen resolution of 1024 x 768 pixels. Left Handed Assistants Assistants can be configured to be Left handed users in which case the touch Panel will appear on the left hand side of the screen instead of the right. Function Buttons on Touch Panel As well as configuring Touch buttons to be Groups and Products, there is now the ability to define a button as a function button by selecting from a drop down list. These functions are features that were traditionally found in Other Transactions, Back Office, and Keyboard Shortcuts as well as some completely new features. Methods of Payment in Touch Panel Methods of Payment can also now be added to the Touch Panel. When these are clicked from the sales screen it takes the assistant to the payment screen and immediately initiates the chosen method of payment. Items go straight into list Items go straight into the list as they are sold, instead of waiting in the bottom area, this eliminates the need to press\click Enter to send it to the list. Items editable by selecting As items go straight into the list altering Quantity, Applying Line discounts, Price Overides and line cancels can be done by selecting the item in the list and clicking the relevant button. The last item sold is automatically selected so the assistant does not need to select the item first. New Search Functionality There is new search functionality which finds items as you type, therefore narrowing the search results down the more criteria you type in. Back Office -> EPoS Manager Back Office has now been renamed and has been reorganised so that settings are in a more logical place, settings are located using a treeview type control from the left hand side of the screen. Functionality with MidasLive 1

5 Extra Customer Information Customer Information Retrievable from Midas (Head Office) from three new tabs on Customer Loyalty Screen:- Accounts, Purchase History, Deposits. Account Handling Account Information retrieved from Midas (Head Office) and linked to Loyalty Customer Database. Setting to switch on/off in Epos Manager \Settings\Customer\Accounts\Get Account Information from Midas. Deposit Handling Deposit Information stored centrally on Midas (Head Office) and linked to Loyalty Customer Database. Setting to switch on/off in Epos Manager \Settings\Finance\Deposits\Get Deposit Details from Midas. Stock Enquires Local Stock Lookup/Edit and Other Branch Stock retrieve information from Midas (Head Office). Both will use Midas Live if Setting in Epos Manager\Settings\System\Till System Options\Comms\Enable Midas Live is switched on. Touch Configuration Previously Function Button captions were un editable, it is now possible to edit the caption. Payment Screen Loyalty Button Caption The Loyalty Button Caption is now configurable in Epos Manager\Settings\Customer\Loyalty\Settings Customer Loyalty Prompt The prompt for customer Loaylty can now be switched on or off. Epos Manager\Settings\Customer\Loyalty\Settings Search For Refunds Searching for refunds is now also done via Midas Live on the search screen two additional fields for branch and till have been added. This functionality can be switched on in Epos Manager\Settings\System\System Options\General\Search Centrally. 2

6 Assistant Pin Entry The Pin Entry can be positioned Left, Right or Centered by configuring in EPoS Manger (Back Office). 3

7 Extra Touch Buttons The Touch Panel now takes up the full height of the Screen allowing for a total of 56 buttons with a minimum screen resolution of 1024 x 768 pixels. 4

8 Left Handed Assistants Assistants can be configured to be Left handed users in which case the touch Panel will appear on the left hand side of the screen instead of the right. 5

9 Function Buttons on Touch Panel As well as configuring Touch buttons to be Groups and Products, there is now the ability to define a button as a function button by selecting from a drop down list. These functions are features that were traditionally found in Other Transactions, Back Office, Keyboard Shortcuts as well a some completely new features. 6

10 Methods of Payment in Touch Panel Methods of Payment can also now be added to the Touch Panel. When these are clicked from the sales screen it takes the assistant to the payment screen and immediately initiates the chosen method of payment. 7

$need to press\click Enter to send it to the list.$ Items Editable by Selecting As items go straight into the list altering Quantity, Applying Line discounts, Price Overrides

Items Editable by Selecting As items go straight into the list altering Quantity, Applying Line discounts, Price Overrides

11 Items List Items go straight into the list as they are sold, instead of waiting in the bottom area; this eliminates the need to press\click Enter to send it to the list. Items Editable by Selecting As items go straight into the list altering Quantity, Applying Line discounts, Price Overrides and line cancels can be done by selecting the item in the list and clicking the relevant button. The last item sold is automatically selected so the assistant does not need to select the item first. 8

12 9

13 New Search Functionality There is new search functionality which finds items as you type, therefore narrowing the search results down the more criteria you type in. The search is done directly from the sales screen so no new screen appears. 10

14 Back Office - EPoS Manager Back Office has now been renamed and has been reorganised so that settings are in a more logical place, settings are located using a treeview type control from the left hand side of the screen. 11

15 Functionality with MidasLive (Requires additional MidasLive software) Extra Customer Information When Customer Loyalty is opened via Other Transactions and a customer is found and opened the dialog is now split into several tabs. The Detail tab shows the contact data in the same way as before however some of the data is also shown on the Loyalty Tab. The next three tabs when clicked send messages via Midas Live to Midas to gather information centrally. Accounts 12

16 Purchase History 13

17 14 Deposits

18 Deposit Handling When creating a new Deposit customer information for the Deposit is now also tied into the Loyalty Customer Database. Prior to completion of the deposit the user will be prompted for customer information using the normal loyalty search screen. If a customer has already been found by clicking the Customer (Loyalty) then the user will not be prompted twice. Recalled Deposits are now retrieved directly from Midas, when Recall Deposit is chosen from Other Transactions (or via a function button) a search prompt will be shown. If the user clicks on the find customer button the normal Loyalty customer search can be used to find a particular customer the user can fill in as many details about the Deposit they are searching for as they can and then click search. A message to Midas is then sent with this search criteria in it, Midas will return all matching results. When EPoS receives the reply from Midas it displays the deposits in the same deposit screen used prior to Midas Live. 15

19 Stock Enquires The Deposit can then be recalled in the same way as before. When adding payments the original Branch and Till number are sent to Midas as well so that Midas can then amend the correct deposit. Local Stock Lookup/Edit and Other Branch Stock will now retrieve information from Midas via Midas Live. 16

20 Extra Customer Information When Customer Loyalty is opened via Other Transactions and a customer is found and opened the dialog is now split into several tabs. The Detail tab shows the contact data in the same way as before however some of the data is also shown on the Loyalty Tab. The next three tabs when clicked send messages via Midas Live to Midas to gather information centrally. Accounts 17

21 18 Purchase History

22 Deposits 19

23 Account Handling When paying on Account or making a payment to an Account, EPoS now uses the same Customer Database as Loyalty and therefore the same search screen. If a customer has already been found by clicking the Customer (Loyalty) then the user will not be prompted twice. Account Balances and Limits are then requested directly from Midas instead of the local database. In order for Account information to be dealt with in this way Get Account Information from Midas needs switching on in Midas Epos Manager\Settings\Customer\Accounts. 20

24 Deposit Handling When creating a new Deposit customer information for the Deposit is now also tied into the Loyalty Customer Database. Prior to completion of the deposit the user will be prompted for customer information using the normal loyalty search screen. If a customer has already been found by clicking the Customer (Loyalty) then the user will not be prompted twice. Recalled Deposits are now retrieved directly from Midas, when Recall Deposit is chosen from Other Transactions (or via a function button) a search prompt will be shown. If the user clicks on the find customer button the normal Loyalty customer search can be used to find a particular customer the user can fill in as many details about the Deposit they are searching for as they can and then click search. A message to Midas is then sent with this search criteria in it, Midas will return all matching results. When EPoS receives the reply from Midas it displays the deposits in the same deposit screen used prior to Midas Live. 21

25 The Deposit can then be recalled in the same way as before. When adding payments the original Branch and Till number are sent to Midas as well so that Midas can then amend the correct deposit. To switch Centralised Deposits on, select Get Deposit Details from Midas in Midas Epos Manager\Settings\Finance\Deposits\. 22

26 Stock Enquires Local Stock Lookup/Edit and Other Branch Stock will now retrieve information from Midas via Midas Live. Both will use Midas Live if Enable Midas Live is switched on in Midas Epos Manager\Settings\System\Till System Options\Comms\. 23

27 Touch Configuration Previously Function Button captions were not editable; it is now possible to edit the caption. 24

28 Payment Screen Loyalty Button Caption The Loyalty Button Caption on the Payment Screen is now configurable in Midas Epos Manager\Settings\Customer\Loyalty\Settings. 25

29 Customer Loyalty Prompt The prompt for Customer Loyalty can now be switched on or off in Midas Epos Manager\Settings\Customer\Loyalty\Settings. 26

30 Search For Refunds Searching for refunds can now also be done via Midas Live on the search screen two additional fields for branch and till have been added. This functionality can be switched on in Midas Epos Manager\Settings\System\System Options\General\Search Centrally. 27

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