ERP Solution Document

Microsoft Dynamics BC 14

Prepared by:
Engineering Design & Manufacturing S.A.L. (EDM)

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Beirut - Lebanon

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Table of Contents
Hospitality Setup.........................................................................................................................................4
How to Create Dining Areas?.......................................................................................................................4
How to Create Sales Type?......................................................................................................................5
Service.....................................................................................................................................................6
Adding Tables to The Dining Area............................................................................................................8
Startup POS & Sales POS...........................................................................................................................10
KDS............................................................................................................................................................11
Split Bill/Transfer Lines..............................................................................................................................12
After Finishing all the above always press Check for Correct Setup, to make sure your setup is correct. .13
Service flow...............................................................................................................................................13

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 Hospitality Setup
How to Create Dining Areas?

1. go to Hospitality Type

2. Press New

3. Start by choosing the Restaurant No. “Restaurant No. is the Store No.”

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 4. Select the Order Guest Marking
5. Select Sales type “Every Area have Special Sales Type

How to Create Sales Type?

- Open Sales Type

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 - Press Advanced
- Sales Type page will open
- Press New

- Add the Code you want

- Suspend Type is POS Transaction
- Select Price group if “Same Item with different prices”

Service

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- Select the Service Type depending on the Area Type
- Service Flow ID: Fine-Dining Flow
- Guest Handling: Request of Guest (No. Mandatory)
- Guest Registration: None
- Dining Area ID “Every Dining Area must have a separate Dining Area ID”
- Inside the Dining Area ID

- Press New
- Dining Area Card will open
- Insert ID, description, and Restaurant No.
- In the Dining Area Select the Layout View: “Graphical Dining Tables or Dining Table Grid “

- Choose Current Layout If it is Weekday or Weekend

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Adding Tables to The Dining Area

- In the Hospitality Type Card Select the Dining Area ID

- Press Advanced

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- Press On Add Dining Tables

- The Add Dining Tables will open

- Then put the No. of Tables to Add
- Select the Section you want to add the tables to
- Select The Table Size and how many seats from Dining Table Type ID
- Starting from: is the No. Series of the tables, that start from the last No. of the table

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Startup POS & Sales POS

- Layout Function Menu ID

- Grid Data Table Id and Grid Direct Edit Menu ID are assigned by default

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KDS

- In Case of KDS availability, Restaurant KDS in Use Should always be Yes

- Menu Type Usage is Yes-Sent Manually to KDS
- Menu Type Data Usage: No
- KDS Display/Printing: At POS Exit
- On Modify Order: It depends to the restaurant policy either Add Item to New KOT or Add Item
to Same KOT
- Always Send Void. Lines to KDS, should always be ticked

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Split Bill/Transfer Lines

- All in Red Box are assigned by Default

- Transfer Restriction From Bill Printed Trans: Options are set according to the Restaurant Policy
If the Manger is allowed to move whole transaction or not, or non-manger can do that.

- Tips are set by default

After Finishing all the above always press Check for Correct Setup, to make sure your setup is correct

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Service flow

All Data are set by default, and by pressing the Service flow you make sure that the settings are correct,
and this page includes the Kitchen Order Status that can be modified, KOT Status, Transaction Status,
and Dining table status.

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