Toshiba Electric Keyboard User Manual Download

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Symphony Pro Owners Manual

Revision 1.0a

Distributed By

TOSHIBA TEC AMERICA

Summary of Contents for Electric Keyboard

Page 1: ...Symphony Pro Owners Manual Revision 1 0a Distributed By TOSHIBA TEC AMERICA 2005 ...

Page 2: ...ion could include technical inaccuracies or typographical errors Changes are periodically made to the information herein these changes will be incorporated in new editions of the help file TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS INC may make improvements and or changes in the product s and or program s described in this publication at any time ...

Page 3: ... Buttons 16 Process Viewer Menus 17 View Polling Status 18 Execute Command File 19 Deploy Individual File 20 Configuration Panel 21 Company 22 Email 22 System 25 Misc 26 Host 29 Cleanup 30 Load Files 32 Security 34 Send urgent message to Symphony Pro 34 Date Conversion 35 Messages 36 Show Tips 36 Exit 37 2 Modules Menu 38 3 Special 38 4 Help Part IV Maintenance Application 39 40 1 Maintenance Main...

Page 4: ...up 89 Sub department Table 90 Sub department Programming 92 Department Table 92 Department Programming 94 Other Item Related Tables 94 Bottle Link Table 96 Tare Table 96 Category Table 97 Price Level Table 97 Mix Match Table 98 Vendor Table 98 Scale Table 100 Batches 103 Statistics 106 7 Account Related Maintenance 106 Customer 110 Client Level Table 110 Risk Level Table 112 Account view 112 Disco...

Page 5: ...3 Counting and Adjusting Stock 154 4 Transfer 154 5 Other Entry Options 155 6 Pickups and Loans Part VII View Log 157 158 1 Logs and Messages 159 2 Urgent Messages 159 3 Unprocessed Files Part VIII Electronic Journal L Tracker 160 160 1 Using the Electronic Journal L Tracker Part IX Events Tasks 163 165 1 Programming Events Part X Monitoring Utility 168 Part XI Form Manager 169 170 1 Template Edit...

Page 6: ...Part XIII Glossary 181 Symphony Pro User Manual 2 0 2 15 IV 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS INC R1 0a ...

Page 7: ...NC label or logo or the rating label or serial number have been removed or defaced or the product has been modified or serviced by other than TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS INC or an authorizedTOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS INC Service Center During the 90 day warranty period TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS will repair or replace at its option any def...

Page 8: ...ample if you keep customer information a conventional database record might have two 2 possible telephone number fields If a third telephone number field becomes necessary the entire database must be changed to accept the new information Relational databases use table sets to link information allowing for far greater flexibility As with any database each data type must have a unique identifier to ...

Page 9: ...Hold down the Alt key on the keyboard Simultaneously press the F key The File menu opens The options in the drop down menus also have underscored letters Once a drop down menu is open you can press the letter that is associated with the option you wish to launch You can also use the up or down arrow keys to select the menu option then press Enter to launch the option Within applications or utiliti...

Page 10: ...is constantly checking each Symphony POS station s outbox at a set interval collecting any information that the Symphony POS stations are producing The front end stations produce sales information files e g EJ after every transaction After finalizing a sale the information is immediately placed in a file in the Symphony POS s outbox The Symphony POS station then sends a message to the Symphony Pro...

Page 11: ... information into weekly monthly and yearly totals The consolidation process is also automated by the Task Manager and greatly reduces the amount of space the information occupies in the database report tables Daily Maintenance Process As the front end Symphony POS terminals perform transactions they place the resulting information in both their Electronic Journals and Outbox The controlling Symph...

Page 12: ...lity works as a cyclical backup it creates a series of folders named for each day of the week After the first week the process replaces each day s existing backup from the week before There is always at least one week of data going back day by day This type of backup is used to reconstruct database tables that for some reason have become corrupt or have incorrect data However once archived these f...

Page 13: ...amically to a CLOSE shortcut button This Setting is not maintained when Windows XP restarts boots This is useful in situations where Symphony Pro is being used as a store controller and thereby eliminating unnecessay shutdown To return to running the system from the button bar repeat the operation selecting start Symphony Pro from button bar Note You may see a money bag flashing to the lower left ...

Page 14: ...Tips Helpful hints at startup Exit Close the Symphony Pro application stopping all communications 3 1 1 Login Logging into the System As with any critical data system security is always an issue Symphony Pro offers configurable security levels so that users can only access functions that are available to their assigned security level For example you probably want the store manager to be allowed to...

Page 15: ...l NOTE Symphony Pro will still execute any scheduled operations including polling or other communications even if no user is logged 3 1 3 Language Setting the Language It is possible to change the language displayed in the Symphony Pro application At this time there are two possible languages English or French Changing the language does not affect the way that functions or options behave You do no...

Page 16: ...ou cannot stop or freeze the actual internal processing system from the internal process viewer The Viewer Display Once the viewer window is open the utility begins to track the internal process displaying a line for every activity being tracked Each line consists of 10 12 07 680 Mailslot received 00190611ACT SUPPORT3 the precise time that the process began including milliseconds 10 12 07 680 Mail...

Page 17: ...ses the viewer and is identical to the Files menu s close option FREEZE This option freezes the viewer at it s current display line It behaves as a toggle in other words clicking the first time freezes the display clicking the second time unfreezes the display which then continues to display lines Although similar to the Files menu s stop option no lines are skipped the viewer continues displaying...

Page 18: ...point at which it was frozen When unfrozen the viewer displays all activity lines since frozen Reset transaction counter This option resets the internal process line count for the viewer only not the actual internal process number It is a counter used by the viewer to keep track of which line is being displayed The current process line count is displayed at the bottom right of the viewer s status ...

Page 19: ...und it s icon shows in Window s System tray bottom right corner of the Windows desktop tool bar The Polling process can only be displayed on the Symphony Pro terminal that is set as the Controller during the initial set up of the system This setting is normally made for terminal 901 If the Polling Process can not be viewed it is probably because another backoffice terminal is set as the Controller...

Page 20: ...n the status line at the window s bottom bar It is also possible to stop or force the polling process for one or all terminals from the View polling bottom window After selecting a terminal from the terminal list clicking the right mouse button opens a menu allowing you to Pause Use this to stop one terminal from communicating Communicate now Forces that terminal to begin polling immediately Stop ...

Page 21: ...mmand to execute Select the file and press open or double click the file A confirm execute panel opens Press Yes to accept no or Cancel to abort the process 3 1 7 Deploy Individual File Sending Information From One Database Table Symphony Pro keeps all data in database tables with one table for each specific data type For example system operator information is kept in an operator table within the ...

Page 22: ...he Symphony POS terminal TEC ECRs with the data from the back end database select replace see note above Click the Deploy button A window opens displaying a list of available terminals and terminal groups targets Select the destination terminal or group Press the OK button to send now Cancel to abort 3 1 8 Configuration Panel Basic Symphony Pro Set Up Information WARNING Most of the options availa...

Page 23: ... this heading This example shows the Symphony Pro File menu Configuration panel 3 1 8 1 Company Company Tab Settings The Company information is normally entered the first time you launch the Symphony Pro application This information is used throughout the application For example when report pages are generated Symphony Pro uses the company name and address to personalize the printed and on screen ...

Page 24: ...r TO OPER OperatorNumber TO STORE 103 You may include attachements like You may remove the TEXT command ATTACH MyFile1 ATTACH myfile2 You may use a file instead of typing the message with TEXT You may remove the TEXT command FILE MyFile If you wish to send in HTML format instead of PLAIN format use the command HTML You may enter a subject SUBJECT My Subject If no subject is entered the default is ...

Page 25: ...ocate the main data directories on the Symphony Pro server On the Symphony Pro server this setting should point to C LBOSS OFFICE including the trailing backslash On each Symphony Pro work station you need to use the Window s networking component to map a connection to the server s drive If you have mapped to the Symphony Pro server drive using for example F the entry for Server s office directory...

Page 26: ...also realizes that any other cashiers still signed on while the date rollover command is executed are actually still working on the previous day s totals until they log out and log in again The command to execute the date rollover can be a back end event executed manually or automatically or it can be a front end operator function that sends a request to the back end to force the date change This ...

Page 27: ...ss A pop up window will appear so you can select the correct machine IP for internal system communication 3 1 8 4 Misc Misc Tab Settings The Misc tab provides several optional settings for the system This example shows the Configuration panel s Misc tab Computer Configuration This option is only required when both Symphony POS and Symphony Pro are running on the same computer and the computer is n...

Page 28: ...cted by the system This way reports will balance by showing the in drawer amounts as the actual declared amounts leaving no Over Short When the Auto declare is not set to on reports will show Over Short amounts and the report will not balance until the manual declaration of in drawer amounts is performed from within the Entry module s Pickup and Loan option Please see the Entry module s help secti...

Page 29: ...the Symphony Pro host connection type If you plan on using modem to modem communications you will need to install and configure the calling side for dial up networking and the other side for dial up server Please refer to your operating system instructions for further help on these set up issues IP or Domain name is the identification path to the remote Symphony Pro file system This would be enter...

Page 30: ...d and not on a scheduled basis When Live communication is set each time the Symphony Pro detects data in the Host path directory the data communication will be activated Otherwise the data transfer will be activated according to the scheduled events programmed in the Task Event option of the Symphony Pro program Scheduled communications would typically occur once per day or once per hour between t...

Page 31: ...use these tables become quite full and some of the information within may not be essential to keep Cleaning up the tables and log files promotes system efficiency and should be carried out on a regular basis Symphony Pro is usually set to cleanup data automatically based on scheduled events in the Events Tasks list and pre set times declared in this tab Most of the options are set by default to re...

Page 32: ...one Monthly Number of days to keep daily sales information This is the number of days to keep the DAILY sales information in the database Past this number of days the information is deleted from the database NOTE1 The weekly monthly and yearly sales information are never deleted NOTE2 Larger the files are slower is the system Number of days to keep financial daily sales information This is the sam...

Page 33: ...porting the load files you chose and building the database once you press the OK button When it is time to create the front end function lists you will be prompted for the target register group Unless you are installing both touch screen and keyboard in the same store you should accept the default PAL target If you need to install the 2 different register set up files enter a target group for the ...

Page 34: ...User locked the default security level when Symphony Pro is launched Level 1 New User able to access certain tables only for example items departments etc Level 2 Cashier access to items departments and other functions that a cashier would require Level 3 Clerk receive modify view certain reports Level 4 Assistant Manager access and modify items departments Access to reports Level 5 Manager Access...

Page 35: ...d access level to items is set to Cashier assign the security level required to Modify items then the level required to Add Delete If an option requires a high security level to access it you may not have to bother assigning security levels to the Modify or Add Delete columns since a user must have access to an option before they can modify add or delete it Once the required security levels have b...

Page 36: ...esktop and change the month displayed Windows changes the system date even if you haven t pressed OK or Apply If Symphony Pro is running it immediately displays a warning message then closes This is because Symphony Pro is constantly checking the system date time to see if any Events or Tasks should be performed If the application did not close it would want to execute events for the new date time...

Page 37: ...s and Symphony POS stations convenient for communicating from the front to back end of a store This feature is not supported by TEC ECRs This example shows the Symphony Pro File menu s Messages utility Using the Messages Utility To send a message to another Symphony Pro station or Symphony POS station select the Messages option from the File menu The Messages utility window opens with options butt...

Page 38: ... to close the Symphony Pro application Other programs such as Maintenance polling and other sub applications will also be terminated Whenever you choose the Exit button Symphony Pro warns you that closing the application will terminate the communication with the Symphony POS terminals and TEC ECRs This is a normal warning but several issues should be considered before terminating the Symphony Pro ...

Page 39: ...eports lists labels etc It also includes access to the report configuration settings Report system help files PosSetup Common configuration of Symphony POS front end stations screens peripherals etc Use the Symphony POS help file link to access help on the Symphony POS Setup application The Poshlp chm file can also be opened individually from the LBOSS folder or from the lane s POSWIN folder A pri...

Page 40: ...ies or as a quick launch for customized report generation By default the menu is empty because Symphony Pro does not ship with any customized options in this menu If you have specialized needs please consult your Authorized TEC Dealer for more information 3 4 Help Symphony Pro Help The Authorized TEC Dealer provides user help in both electronic and printable format Both the printable manual and th...

Page 41: ...control data that is used on the TEC ECRs The data tables are divided into categories such as PLU customer account information and cashiers The Maintenance application menus are divided into these categories as well to simplify user access Like the Symphony Pro desktop the Maintenance application s title bar displays the application s name and logged user name The Maintenance desktop also provides...

Page 42: ...e until a data table is open for editing and contains editing options that correspond to the edit tools available on the toolbar PLU The PLU menu provides access to all item related data types such as department sub department bottle links mix match etc Account Accesses all customer account related tables such as customer information client shopper levels risk levels and discount table set up Regi...

Page 43: ...o the item number field You will then be prompted for the action you want to take The tool is used to delete an existing record from the table you are working with The tool is used to undo changes that appear on the screen but that have not yet been posted It will not undo changes that have been posted The tool is used to go back to the previous record in the table you are working with The tool is...

Page 44: ...e same information but listed alphabetically according to the operator names The data list s left column will contain the data from the field selected The Symphony Pro program has 2 different styles of search windows The first is fixed and the data and fileds included in the window cannot be changed Here is a sample of a simple search window Once this type of list is open you can search several wa...

Page 45: ...ain in the same column the list will sort again in alphabetical order starting from the opposite end of the alphabet Click in the PLU number header and the same list will sort numerically Re click the PLU number and the list will sort from the last PLU to the first etc You can also use the locate entry window to type data If you have sorted the column by clicking in the PLU number field the locate...

Page 46: ... out the search data you entered the first time Once you find the data item you are searching for you may want to leave the search window and navigate up or down the list being displayed You can do this by clicking with the mouse anywhere on the list You can also press Enter to move from the Search box to the current list and move up or down the list to select the record you were searching for 4 4...

Page 47: ...ilities that apply specifically to item table The options and utilities are designed to work with item data entry and programming integrity Item Table File Menu Options Tests This option includes item tests that help control item data integrity such as sub department links items with no price and other tests including PLU at zero price in level 1 Items should have a price on level 1 This tests the...

Page 48: ...ind items that have probably been incorrectly programmed often an undetected typo This is handy if your store does not have any items with prices in the 100 00 range Show POS targets Symphony Pro makes use of target groups to know which terminals are to receive programming When selected an information list opens displaying a list of all POS targets for the selected item Normally all terminals rece...

Page 49: ...n table when accepting codes from the device Use this utility to setup the definition table This is usually done by the Authorized TEC Dealer at installation time If you are unsure about how to setup the table please consult your Authorized TEC Dealer This example shows the Maintenance application s Scanner Definition Table Set quick page This option can be used to personalize the home quick page ...

Page 50: ...les have utilities or additional options in the File menu If there are no tests or other options for a table the File menu usually only contains the Close option to close the table saving all modifications Sub departments When the sub department table is open for editing the Maintenance application s File menu changes to include an option to test the sub departments Unreferenced Departments Althou...

Page 51: ...nsure of the vendor code for an item this option opens a list of all the items in order by their vendor code Custom queries Symphony Pro allows you to list data records in certain fields such as the item description The search is initiated when you double click in the field to be used as the search key It is possible that the search criteria you want to use is not available in the standard search ...

Page 52: ...osts based on the type of calculation selected With the Item tables open on the Maintenance application s desktop Open the Edit menu and hold the mouse over the Calculate Price opening a sub menu From the Calculate price sub menu select All items You will be warned and before the calculate process runs To calculate prices on a specific group of items only you must select the items using a filter a...

Page 53: ... and do not have desktop icons Item Probably the most used option it opens the PLU or Item table that contains the PLU s main information Sub Department PLUs MUST be linked to a sub department Use this option to program the sub department table Department Sub Departments MUST be linked to Departments This option opens the Department table Bottle Link Opens the Bottle Link table to configure bottle...

Page 54: ...re of the Symphony database is easy to understand when you are working in the PLU maintenance You may create item 1 as Oreo cookies attached to sub department 10 and with a price of 2 39 as in the example below You have therefore added a record to the object table item 0000000000001 but you have also added a record to the POS table the sub department link tax status and register flags and you have...

Page 55: ... tabs These fields were selected to make day to day operations easier The quick tab would be easier to explain last but since it shows first we will continue on The Quick tab is actually a repetition of fields available on other tabs in PLU maintenance The Quick screen allows you to access the basic information that changes most frequently for a product The example below includes the base price fi...

Page 56: ... the quick page Although this operation is not very complicated we suggest that users not comfortable with the operation should contact their reseller to have the changes made You must open PLU maintenance to edit the Quick Tab settings When item maintenance is active select Set quick page from the File menu The system will display a warning message that explains the basic steps to adding a new fi...

Page 57: ...a that you want to locate the new field Other data can be placed on the quick screen by using the pull down window that displays select the field to add If you decide to show more than one price level you need to select price level n then assign the field on the page When this is done right click that new field and adjust the level to the one you want to view Only the base price and base price qua...

Page 58: ...t in the same sub department or have no other association in the system to get a special report on item sales Categories are user defined you must program the Category table before assigning items to categories This field is numeric up to 6 digits Kit Leave this field blank for normal items Set this field to create a kit only A kit is used in some businesses to track multiple inventory items when ...

Page 59: ...t compulsory and user defined Enter up to 40 characters The object tab also provides access to the Alias table links The alias links are used as alternate search codes for the PLU on the Symphony POS system Add or delete an alias link by using the toolbar located below the Alias window Note that the alias item links are not available with an ECR front end terminal The Symphony POS database receive...

Page 60: ...tive supplies sub department are all taxable and non discountable you could set those parameters in the sub department and set items linked to that sub department to follow the programming attributes of the sub department Selecting this option will gray out the descriptor of options set in the sub department All flags with grayed descriptors will follow the sub department s status Item s do not ha...

Page 61: ...ators to inadvertently sell the item Hash Item This flag is used to exclude the sales of this product from the store s Net and Total sales This is sometimes the case for items or departments used for bottle sales lottery returns etc Gas PLU This flag is used to calculate the quantity sold whenever an amount is entered The result is computed by dividing the amount entered by the preset price The ga...

Page 62: ... that is programmed with the appropriate bottle deposit amount Promo ID This field contains the identifier for the promotional pricing for the item based on the Promo tab When the conditions for the defined promotion are reached the item sells at the special price or an electronic discount is applied based on the promotional programming See the ECL_TAB help in this section for more on how in store...

Page 63: ...d to see a number in that field even though you did not place it there Price Target In a single store situation there is normally only one target However if you are working in a Headquarters Symphony Pro system or the store has different pricing depending on the terminal you may need to set different prices for different targets To learn more about Terminal table programming go to the Terminal tab...

Page 64: ...hen prints a Buy one get one free message The price method type F is used to limit free items to Buy one get only one free Types G and H will set the rental option and allow you to set different rental periods for each item Price type J is used to limit the number of items a customer can purchase in a transaction Set the LQD quantity field to the maximum quantity of the product that can be purchas...

Page 65: ...Placing the cursor in this field and clicking will pop up a calendar for date selection Select the date you want to have the sale price begin on The next column is to enter the time if the sale price is time sensitive To is the date the sale price will terminate It is used for sale periods only After the sale is over the price will revert to the regular retail price If you do not enter an ending d...

Page 66: ... will show the same amount It is also possible to set the Last digit field to force Symphony Pro to calculate the margin then substitute the last digit for example all prices end in 9 Symphony Pro just replaces the last price digit For example you enter 9 in the Last digit and the item s price calculated by margin is 1 81 Symphony Pro will use 1 89 If the last digit is 1 and the price was 1 89 Sym...

Page 67: ...RICA AMERICA RETAIL SYSTEMS INC R1 0a Margin Markup Margin Markup 4 8 5 0 22 0 28 3 37 5 60 0 5 0 5 3 23 1 30 0 39 0 63 9 7 0 7 5 24 0 31 6 39 4 65 0 8 0 8 7 25 0 33 3 40 0 66 7 9 0 9 9 25 9 35 0 41 0 69 5 9 1 10 0 26 0 35 1 41 2 70 0 10 0 11 1 27 0 ...

Page 68: ...AMERICA AMERICA RETAIL SYSTEMS INC R1 0a 37 0 42 0 72 4 11 0 12 4 28 0 38 9 42 9 75 0 12 0 13 6 28 6 40 0 43 0 75 4 13 0 15 0 29 0 40 8 44 0 78 6 14 0 16 3 30 0 42 9 44 4 80 0 15 0 17 6 31 0 45 0 45 0 81 8 16 0 19 0 32 0 47 1 45 9 85 0 16 7 20 0 33 3 50 0 ...

Page 69: ...34 0 51 5 47 0 88 7 18 0 22 0 35 0 53 8 47 4 90 0 19 0 23 5 35 5 55 0 48 0 92 3 20 0 25 0 36 0 56 3 48 7 95 0 21 0 26 6 37 0 58 7 49 0 96 1 50 0 100 0 NOTE To apply price calculations to all items or to filtered items please see the Maintenance application s Edit menu Item options help section Rental Items ...

Page 70: ...pe G for an item will modify the fields available in the price column No sale column is available with type G Price levels are available When you select a type G the pricing column changes to an editable table You must add records lines to this table to program the prices for the available time periods The first field is the length of the rental period in hours The next field is a description of t...

Page 71: ...information is also used to keep track of the actual or real cost of the item when it sells at the POS This means that any changes made to item costs MUST be deployed to the front end to keep accurate cost information for items This example shows the Item table s Cost tab Cost Target The target applies to both the Regular cost and Cost break sections below In most situations the default PAL target...

Page 72: ...y pressing the F5 button and entering the vendor s item code You can also search the vendor code list by pressing Shift and F5 A vendor code selection list opens displaying a list of all vendor item codes in the system Case Cost This is the case quantity for the item followed by the case base cost If the item is purchased by unit from the vendor enter 1 as the quantity per case along with the unit...

Page 73: ...e different levels of Cost breaks from each vendor For example if you purchase between 10 and 20 cases the vendor offers a certain cost but between 20 and 30 cases there is a better cost Each cost break level is programmed to reflect the purchasing information From To Both the from and to fields must contain valid dates for the cost break offer Double click the date fields to open a calendar utili...

Page 74: ... do not use inventory tracking For example if you are using an item code for miscellaneous sales you will most likely not need to order the item It is a non stock item No entry is required in the inventory table The same would be true if you purchased an end of line or some discontinued products Once the inventory flags for a re order item have been defined it will be possible to set up a link to ...

Page 75: ...that field will be set to item 1111111111 which is the code for the carton of Brand A The parent item would be set to 1111111111 UPC code of carton Brand A The quantity in the parent child window will be set to 125 because when you sell a pack of brand A you want to reduce the stock level of the carton by one package or 1 8th of a carton Now you will able to sell both packages or cartons and reduc...

Page 76: ...pabilities including terminal and server processor strength disk access POS display type network components etc The time required to display the image will vary according to these factors which might out weigh the benefits of displaying the image The Picture tab Browse button opens the default Symphony Pro Image folder a sub folder of the Office folder Image File Naming Convention Symphony Pro is ...

Page 77: ...c quantity of items buy 6 get one free or combination of types of items marked with a Promo ID The ECL tab records can be used to maintain simple or compound promotional rules The ECL tab table is dynamic meaning that depending on the Type field for each rule record the fields in the rule record contain values for the related type To use the ECL tab you must first create a new unique item code wit...

Page 78: ... into the transaction Meal deal or Combo pricing Another scenario exists that occurs when you want to run a combo deal on different products for a total price where the base price of the items included in the deal is not necessarily the same Imagine a combo where any pastry and a small coffee can be purchased for a total of 1 99 even though different pastries combined with the coffee give differen...

Page 79: ...ckage price of 19 99 NOTE Remember that although the Promo tab is displayed for all items it is only used in conjunction with items marked as Store Coupons in the POS tab ECL qualifying record Type To create the promo rules for the store coupon select the promo tab and double click the type field A list of promo types appears allowing you to choose the promo type NOTE Depending on the type of prom...

Page 80: ...the period determined by the Cum field not implemented as of June 2003 Method Qualifier The Method determines the amount of times the coupon can be issued during a transaction If no Method is set the default is Unlimited Once Only The coupon will only be issued once during any transaction Unlimited Repeat The coupon will be issued as many times during a transaction as the coupon s conditions are m...

Page 81: ...tion 79 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS INC R1 0a This will toggle the cost tab to become the kit tab Access the kit tab to select the items that should be deducted from inventory when the kit PLU is sold ...

Page 82: ...u want to change the price of an individual PLU use the normal price change feature in PLU maintenance for that item The ratio column displays the revenue that will be attribued to each PLU based on the price of the kit This column cannot be edited The system assigns the revenue to each of the PLU s on a pro rata basis The last column called No represents No void This flag is used to determine whe...

Page 83: ...rolled with in out dates Printing Labels Items can be set to trigger the system to produce labels when there is a price change 4 6 2 1 Filtering and Global Modifications Extracting Items Using Filters The Maintenance application includes a Filtering option used to select multiple records based on common criteria often used in combination with the Global Modification feature For example it may be n...

Page 84: ...s different as shown below Right click in a currency field such as price to obtain the filter window This example shows the Filter setting tool Equal to will list only the items that match exactly with the data you enter in the search field Greater than will list only the items whose price is greater than the data you enter in the search field Smaller than will list only the items whose price is l...

Page 85: ...lobal Modifications on the item file To use global modifications you must first establish a filter explained above Several tools are provided to set the modification Press the to enter the Modification mode Right click each field to modify When you have completed the modifications it is possible to view the modifications that are about to be applied by clicking the icon To apply the modifications ...

Page 86: ...e UPC item code and descriptor In these cases it is much easier to create the item by copying the information from an existing PLU To create a new item by copying from an existing one Instead of pressing the enter the new code directly in the Item Number field just as you would to extract an existing PLU from the database Because the Maintenance application doesn t find the new code it opens a Que...

Page 87: ... option creating a new code with the same information as the old code In this way you can continue to sell the old code The item s sales history is linked to the old code The Modify option actually deletes the old code from the database so when you view item sales reports that contain the old code the code will appear without a description Removing Items When you are sure that you will no longer s...

Page 88: ...d This would often be the case for most films in a C store because they are rented for a fixed 24 hour period and no other choice is available Choosing method type G for an item will modify the fields available in the price column No S ale column is available with type G Price levels are available Type H items use the price exactly the way normal items do This example shows the Item table s Price ...

Page 89: ... films are due could report on the items 123456x together instead of requiring you to search all 3 items Other information on the rental system is defined in the Possetup module System set up screen under the Rent tab Rent Tab Rental items can be controlled by Symphony POS when the system is used with the Symphony Pro backend system The rental tab includes general programming that defines how the ...

Page 90: ...se First x digits copy to place the copy identifier digits at the start of the PLU number Or select Last x digits copy to place the copy identifier at the end of the actual PLU number You may also determine that the PLU number itself is a specific length and the remaining digits are used as the copy number following the same logic as above Select First x digits Item or Last x digits copy if this i...

Page 91: ...rint box in the label section of the POS table sets the item as selectable at label printing time Symphony Pro automatically selects the Print box when a price is modified for the item To print labels access the Report application from the Symphony Pro desktop For help on printing labels refer to the Printing Labels help page under the Report System section in this manual 4 6 3 Sub department Tabl...

Page 92: ...rent target zones this will be how you do it Main Description is used to set a main item descriptor used on the report system POS Description field allows you to enter 2 descriptions that are used to give a description which will appear on register receipts if the sub department is used for manual sale entry Taxable 1 Select this flag if tax rate 1 should be applied when this item is used Taxable ...

Page 93: ...or table is maintained in the PosSetup under System Restrictors Customer age This flag is available to restrict the sale of age sensitive products such as tobacco or alcohol When this flag is set the first item entered will prompt for customer age Operator age This flag is available to restrict the sale of age sensitive products such as tobacco or alcohol When this flag is set the POS will verify ...

Page 94: ... recorded into departments directly department key on the POS they have flags for taxability amount entry limits etc 4 6 4 1 Department Programming Department Table Settings This example shows a Department table record Department is the number that will be used to identify this department Group is a optional link that associates the product to a larger group used for filtering and reporting purpos...

Page 95: ...ide whether on not sales into this department should be restricted at certain times This could be the case for example of alcoholic beverages that cannot be sold after 11 00PM The restrictor number used with the department is assigned here The restrictor table is maintained in the PosSetup under System Restrictors Customer age This flag is available to restrict the sale of age sensitive products s...

Page 96: ...egory Table An alternate reporting group the Category table contains a record for every Category in the system Price Level Table Items may have multiple prices based on price levels Edit this table to create remove or modify price levels Mix Match Table to associate items for pricing deals The Mix Match table stores the records for the pricing deals but is not actually sent to or used by the Symph...

Page 97: ...posit amounts enter the totalizer number to use here The related totalizer must be created with the proper values in the Totalizer set up If you add a totalizer in the bottle link table set up you must remove the totalizer set for Bottle sale from the Symphony POS Posetup System Totalizer tab Otherwise the bottles sold will be posted to the system twice causing an out of balance situation Environm...

Page 98: ...t that must be deducted form the total weight when the product is sold This example shows a Tare table record Enter the tare number description and weight for each record 4 6 5 3 Category Table Category Table Programming Categories are used to create associations for sales tracking reporting purposes If you want to measure the performance of specific items against other similar items you could cre...

Page 99: ...when importing data into Symphony Pro from external sources 4 6 5 5 Mix Match Table Mix Match Table Programming Mix and match should be used when you need to associate items for pricing deals For example if you want to price packages of Jello at 0 50 each and 3 for 1 39 you would use the package price feature To take it further you can associate similar UPC codes by mix and match number Symphony P...

Page 100: ...nformation required for each vendor You may add as many vendors as you require Item cost records must have a default vendor This example shows a vendor table record 4 6 5 7 Scale Table Scalable Item Table Programming NOTE The Maintenance application does not include native drivers for electronic scale devices Electronic scales interfaced with the Maintenance application must have their own communi...

Page 101: ...r Symphony POS terminals price cost etc the scale table programming can be sent to the electronic scale at deploy time This example shows a Scale table record Scale Table Fields NOTE Remember that the scale table only contains the specialized fields for scalable items The scale table data for items is combined with standard item programming form other item tables such as the price cost sub departm...

Page 102: ...a group of items that have been selected for modification often a temporary price reduction The Symphony Pro Item price table sale price column allows you to enter a promotional price for an item but you cannot enter 2 future sale prices for the same item without creating a batch You may also need the batches to schedule regular price changes at a future date NOTE If you are using the Batch module...

Page 103: ... a later date Enter any 10 character descriptor as Promo identifier The batch type must be selected from the pull down menu above the date selection boxes Select Promotion when the batch has a start and stop date such as in a weekly ad special or in an long term everyday low price promotion Enter the beginning and ending date for the batch Select Change price when the goal of the batch is to updat...

Page 104: ... itself should be in the batch Setting the Price When a batch is created it is for a specific price level Regular and split prices can be entered through the batch mode You can assign a mix match number to the items as well If you want to set a rental item in a batch use the price type status letter to choose the appropriate type Changing the Field Order The default field order can be changed in t...

Page 105: ...ed batches by opening the Edit menu and selecting Delete expired batches Populating Batches using a Portable Device The Symphony Pro PDT630 interface includes a item batch option that allows users to collect item information by scanning the products and entering pricing information The portable device is then connected to the Symphony Pro computer with a serial cable and the information is collect...

Page 106: ...m left of the panel to test the data tables Cancel to close the utility without testing the data NOTE The information collected using the Statistics utility always refers to the data tables for the Item Target selected at the bottom of the screen above the Execute button In single store situations this is normally PAL In Multi store situations be sure to select the correct target for the operation...

Page 107: ...e application s PLU menu Item option Cost tab help page reference Cost Tab under Item Tables topic The number here indicates how many items exist in target Price table that do not have linked records in the Object table You can press the Delete button to the right to remove these items from the Price table NOTE If you double click the number field a list of the non referenced Price records appears...

Page 108: ...en layout that was used Account Reports Symphony Pro provides account statements customer details account activity and account aging 30 60 90 day reports found in the Report Selection Clients section Deleting and Modifying Account Numbers Symphony Pro will not allow you to modify an account number or delete that account if there is an account balance Before trying to delete or modify account numbe...

Page 109: ... not supported by the TEC ECRs Client number This field is used to enter the number that will be used to retrieve the customer record in the Symphony POS TEC ECR lanes and Symphony Pro stations Company Enter the company this account is for Address City Prov State Code Zip Code and Country entered here will be displayed on account statements or other customer based reports Symphony Pro also provide...

Page 110: ...n the system making it easy to select both Risk and Customer levels from a pop up list Contact Required Set this option to on if Symphony POS should require the contact number to be entered along with the account number Account statements and other account reports will show information from all contacts for the account as a single account To be able to track each contact s transaction information ...

Page 111: ...ay when this account is used This feature is not supported by the TEC ECR Note If the current cashier s phone number matches the account phone number or the account contact phone or cell number the transaction will not be allowed This is to prohibit cashiers from using their own account to sell to themselves or to others with their own account discount This feature is not supported by the TEC ECR ...

Page 112: ...escription Enter a brief description of this customer shopper level Regular gold card super saver etc Price level Enter the price level that members of this customer group will receive Discount Enter the discount that members of this customer level will receive on discountable products 4 7 3 Risk Level Table Risk level Table Programming NOTE Account Related Maintenance is an optional module availa...

Page 113: ...s risk level Accept check is used to define the check acceptance level for any customer assigned to this risk level The options are 1 allow check payment 2 request manager authorization and 3 refuse check payment Interest Rate Symphony Pro can be programmed to apply interest charges on overdue amounts The interest fees are based on unpaid store charges that are over 30 days For example if a custom...

Page 114: ...table functions as part of the preferred shopper module Contact your Authorized TEC Dealer to order the option if it is not licensed This feature is not supported by the TEC ECRs Understanding the discount table The discount table is used to control discounts by customer type and by sub department By now you understand the relationship between PLU s and sub departments You should also understand w...

Page 115: ... MPF flag internally If you are using an import routine to accept data that way it would be a good precaution to verify with your dealer before modifying the setting of your MPF flags on PLU s on your system The same logic applies to the YES NO combination between MPF and Sale conditions on PLU s You can set a rate when MPF is YES and Sale is NO and a different rate for items that have the MPF fla...

Page 116: ...the Register menu to access the following tables to create or modify entries Operator Table All system users must have a record in the operator table even if they are not cashiers Function Table The front end terminals use functions to define the keyboard keys or touch screen buttons Totalizer Table Functions used on the front end terminals must collect quantities and or amounts during normal oper...

Page 117: ... use to log on to the Symphony POS system Password This number is not a compulsory field It can be entered for businesses that require a hidden entry on the front end terminal for security purposes It is possible to modify the password in the Symphony POS transaction entry screen or enter one if none exists The password is a 3 digit numeric value Print name Enter the descriptor that will print on ...

Page 118: ...ons Table Function Table Programming WARNING The Function table should only be modified by programmers Tampering with the Function table can create serious system failure or inaccurate reports We suggest you consult your TEC Dealer if you require new functions Functions are required in order to make entries on the Symphony POS system Functions are assigned parameters and then embedded within butto...

Page 119: ...tton prints Void last item it is because the function attached to the Error correct button is called Void last item Furthermore it could be printing Correction on the sales report because the function was linked to a totalizer called Correction Alternate Desc This is the second language descriptor for the function It will be used on customer receipts Access This area is used to restrict access to ...

Page 120: ...ield is used to change the sign of the totalizer information to match the accounting status of the totalizer usually or If the operand is incorrect or is required but missing Symphony POS terminals will issue an Out of balance error warning NOTE When you need to collect sales data by sub department or by department per cashier or per customer you need to adjust the properties of certain functions ...

Page 121: ...and S If you want to collect department information you need to modify the PLU function 710 and the Sub department function 715 or the Department function 716 You would modify the sub department function 715 if you assigned open sub department buttons on the Symphony POS keyboard You would modify the department function 716 if you assigned open department buttons on the Symphony POS keyboard ...

Page 122: ...Symphony Pro User Manual 2 0 2 15 120 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS INC R1 0a ...

Page 123: ...rating sub department data as with the operand S 4 8 3 Totalizer Table Totalizer Table Programming WARNING The totalizer table is normally programmed for you at installation time and should not be modified unless you are certain of the consequences Modifying the totalizers can seriously affect the report results Please consult your TEC Dealer if you require additional support Totalizers are used t...

Page 124: ...ckage please contact your TEC Dealer Report Section Symphony Pro reports make use of sections for example a portion of the report may show the negative transactions that reduce net totals Tlzr sequence This number is used to sort the report section If more than one record has the same sequence number they will show up together ordered by their totalizer numbers Report formula Symphony Pro uses thi...

Page 125: ...he correct programming for totalizer 5010 This will allow sales of sub department 10 GROCERY to appear on both cashier and customer reports Notice that in the Files area we have inserted CLK and CLT CLK instructs Symphony POS to send the data to the cashier report database and to use total 5010 CLT instructs Symphony POS to send the data to the customer by sub department report database If you do ...

Page 126: ...e 1 as POS01 in the network identification settings You must also share that POS terminal s hard drive that contains the INBOX as C The terminal outbox for POS 01 will be set to POS01 C OUTBOX so you must identify Symphony POS lane 1 as POS01 in the network identification settings You must also share that POS terminal s hard drive that contains the INBOX as C The terminal inbox for POS 02 will be ...

Page 127: ...ox is the location the server monitors to receive data from the Symphony POS terminal This is set in the same format as the example above for register terminal 1 POS01 C Outbox In this case the back office will search for data from the Symphony POS terminal in the outbox directory on the remote terminal The terminals you create must be assigned to register groups The groups serve 3 purposes Progra...

Page 128: ...erred to one machine only or in case you need to define separate set up options for different terminals such as printers scanners keyboards etc This group would be selected as Report and Program 002 including register 2 only This group would be selected as Report and Program etc for all other registers as for group 001 901 including the back office terminal number 901 This will be selected as a Re...

Page 129: ...a files to the correct store You MUST NOT use group numbers such as 001 002 etc This would create a conflict Here is a sample list that may be created at the HQ if you have 3 stores to communicate with S01 Terminal 001 901 created as Program report S02 Terminal 002 901 created as Program report S03 Terminal 003 901 created as Program report PAL Terminal 001 901 002 901 003 901 created as Program g...

Page 130: ...ab for example the Quick tab Sometimes several Item table tabs must be accessed to complete the editing for each item for example if you must enter a new cost then a new price The cursor s editing order can also jump from one tab to another within the Item table tabs Setting a new navigation To set a new cursor edit order open the Item table from the PLU menu or click the PLU icon on the desktop P...

Page 131: ...fer drop down menu The Transfer menu allows you to send the currently selected record or the entire file In most cases sending the entire file is not suggested or required but doesn t really cause any problem NOTE When editing the Item table the Send complete File option is greyed out This is because the item file is usually quite large and could take a considerable amount of time to send If you n...

Page 132: ...t still need to view item quantities or department lists Symphony Pro reports are security configurable actually hiding reports not just barring access If they do not have the required security level to access a report users do not even see that the report exists Because Symphony Pro compiles front end transactions by date as they occur the back end system is constantly updated with sales data fro...

Page 133: ...iated with the ECL tab in PLU maintenance Financial reports for store balancing periodic financials for accounting Inventory includes several types of product lists useful for justfying inventory levels on hand amounts and stock evaluation totals Labels allows printing different label types with various product information Labels are often customized by the reseller to fit specific needs The exist...

Page 134: ...en Right Click Menu Hide Select this option to hide the report from the list of reports This hides the report but does not remove it from the list View Hidden Used to locate hidden reports showing the entire list accessible according to the user security level programmed Property Opens the report s properties panel see the Report Properties help page below New Create a new report list entry and it...

Page 135: ...led modules and specialized reports Also your Authorized TEC Dealer may have re named reports to suit your needs The list shown above is an example only you may not see the same reports in your setup Selecting a Report If a report appears as an icon click once to select it and press either the Preview or Print button on the bottom of the report selection utility or double click the icon If the rep...

Page 136: ...he Report Selection utility opens a list panel to determine what should be included in the list report In some cases you will need to determine the source target for the list or perhaps a range for the list for example from operator 10 to operator 20 In the case of a range the selection tool offers to use all starting with the First element to the Last element Elements are the records from the tab...

Page 137: ...ort Selecting a report period from the calendar s Period type box changes the way the calendar behaves when changing the date For example selecting Monthly in the Period type will cause the calendar to move ahead or back by monthly periods N B The period type totals are stored as separate records in the database As sales are received from the TEC ECRs Symphony POS terminals the data is posted into...

Page 138: ...creen NOTE To have reports not open full screen you can change the default setting using the Symphony Pro File menu Configuration option System tab De select the Preview Maximized option For help using the Configuration panel see the System tab help page under the Symphony Pro help section in this manual This example shows the Report Viewer with the Cashier report loaded Report Viewer Options Clos...

Page 139: ...rinter as defined in Windows printer settings There are several ways to overcome this default behavior In the report properties selection window you can select the Printer dialogue option This will open the printer menu so you can select a printer when it is time to print the specified report Available printers and options will be available through the printer dialogue window Setting a default pri...

Page 140: ... items Maintenance application help section The Label printing process follows the same general steps as printing other reports From the Report selection utility select the type of labels to print then click the Preview button This example shows the Report selection process for type B Labels Depending on how the label generating report is programmed you will be prompted to choose a selection proce...

Page 141: ...the selected item or enter the quantity manually Once the quantity is established press the single red arrow pointing right to move that item to the selected right side of the selection box You can also select highlight an item that has already been selected from the right panel and modify the quantity To move ALL the items from the left side to the right side press the double red arrow pointing r...

Page 142: ...on with the mouse or Use the left right up and down arrow keys to locate the starting position and press the Enter key The Report application will start printing labels from the position you have selected Other Label Printing Options It is also possible to print labels from an item batch or from a receiving order The options also depends on how your Authorized TEC Dealer has configured your instal...

Page 143: ...e a specific printer This is the name of the printer under the windows printer settings Example Rpt_LabelTypeA HP Laserjet 1000 Position 497 203 280 309 Note The name of the printer can be complete Ex HP LaserJet 1200 Series PCL or only the beginning of the name as long as there are enough characters to differenciate it from the other printers ex HP LaserJet The case does not matter 5 7 Report Pro...

Page 144: ...ty levels in Symphony Pro see the Security help page under the Symphony Pro File menu Configuration section If a user does not have that security level the report does not appear in the report list and therefore is not selectable SQL File is the file that contains the Symphony Pro proprietary commands and the SQL used to extract the information from the database for this report The Ed button to th...

Page 145: ...ony Pro configuration under the miscellaneous tab If you do not select the main printer option you need to define a printer that will be used Press the Select printer button to define a different printer for this report Change Icon is used to open the Symphony Pro icon library allowing you to select from the available report icons Report Sections The left bottom portion of the Properties panel con...

Page 146: ...eport SQL Editor tool not how to program report queries or other Symphony Pro or SQL related commands WARNING The SQL editor should only be used by programmers Tampering with or editing the SQL code within report files may damage them causing system errors when launched Consult your Authorized TEC Dealer if you have special reporting needs Once a report file has been selected from the Report Selec...

Page 147: ...mediate results View Qry Opens a panel displaying the current version of the loaded report query The panel also contains an execute option that runs the query displaying the results in table format like the test option Re Read If you make changes to the report file for example adding new prompts this forces the editor to re read the code and refresh the upper right pane that shows the prompts used...

Page 148: ...sets the starting count to 0 However if you use a global change to set the inventory tracking on all items at once you must perform a count Before trying to maintain inventory on items make sure that all items to track have a starting count before receiving or adjusting stock For detailed help on item maintenance please refer to the Item Table help section in this manual You can use the Entry modu...

Page 149: ...created your items assigned a vendor to the product and set the minimum stock and reorder quantities When you access the Orders option from the Entry screen Symphony Pro offers you a choice to create a purchase order manually or to generate a purchase order based on the stock on hand and minimum stock levels Systems that include the portable data terminal interface allow you to select import data ...

Page 150: ...es The Load all items flag can be used when you want to import a list with all items that can be ordered for the designated vendor When required information is entered the order information is retained and a grid appears that displays the item information area If you have selected the Load all items flag This example shows the Purchase Order using the Load all items option If you have not selected...

Page 151: ...enter a file name The order will then be saved so that you can finish working on it later Once the transaction has been posted you will be prompted with the following window You can use any of the printing options as many times as required Once you are satsified with the printed contents of your transaction press close to continue other operations Automatic Generation of a P O Access the Orders sc...

Page 152: ... order The print option window will display even once the transaction has been printed This way if another copy is required or if you want to print labels you can still make the selection before the transaction is archived If you need to save the order without posting it definitely to the system use the F11 Save option The system will prompt you to enter a file name The order will then be saved so...

Page 153: ...n be received for the vendor you have selected If you have not selected the Load all items flag Symphony Pro will display a blank form The cursor will position itself in the PLU field If you know the product code enter it If not press Alt Enter for a list of items associated with this vendor You may also press Enter to position the cursor in the vendor code field where you can find the item using ...

Page 154: ...the cost for the line entry and press Enter to move the cursor to the Add button Press Enter to accept this line At any time in the receiving you can modify a previous line entry by entering that product code You can delete a line entry with the F3 Delete function You can modify the current cost record by pressing F4 Cost To view movement information on this product for today s date press the F6 I...

Page 155: ... When this option is selected you also have the option to reset all current stock on hand values to Zero to facilitate the count procedure This way you will not need to worry about stock on hand values for items you no longer carry they will be reset and if they are not counted they will remain at zero Use the Menu select Edit and the select the Reset all items to 0 option When you add an item tha...

Page 156: ...This option is only used in multi store situations and is not for use in single store installations NOTE Although the Transfer option affects the inventory report information such as item movement on hand cost and retail stock values it does not affect accounting information such as billing or invoices For example you can transfer inventory out of a store reducing inventory values but there is no ...

Page 157: ...r reports The Pickup module is accessed from the Entry application s Module menu by selecting Pick up The pickup loan and declaration screen will appear The screen has two types of columns the gray columns cannot be edited and only show amounts that have already been posted The white new columns are used to enter transaction amounts by cashier that once posted are added to amounts already existing...

Page 158: ...the theoretical amounts that should be in the Symphony POS TEC ECR drawer or have already been picked up The selected cashier s name appears at the top of the screen as a reference so you can tell which cashier is being treated If you use Loans at the beginning of a cashier s shift to create the drawer or float amounts enter the Loan amounts by tender type for the current cashier If you use Pickup...

Page 159: ...s You may need to press the View button to refresh the screen view of the current operator Note In order to view the Short Over status on the Pickup screen you must have made an entry to the declare column Otherwise over short information will only be available on the cashier or store end of day or financial reports Symphony Pro allows you to post a 0 00 declare so that over short can be viewed wi...

Page 160: ...play the contents of those folders In normal situations the folders should be empty Files in the Local Inbox means that those files were received with the archive bit set on and Symphony Pro cannot process them This is extremely unlikely Files in the Local Outbox is possible if one of your Symphony POS terminals TEC ECRs is not online The data that should be transferred to that terminal is stored ...

Page 161: ...nformation on files that were received and not processed properly by a Symphony POS terminals TEC ECRs The third view shows a log of all the files transferred to the lanes 7 2 Urgent Messages Viewing Urgent Messages Urgent Message will flash on the Symphony Pro Desktop whenever a new urgent message has been received by the back end controller Clicking on the flashing Urgent message will access the...

Page 162: ... The basic version is included with Symphony POS on each lane while the Professional EJ version is an optional purchase Call your Authorized TEC Dealer to purchase the Professional version if it has not been enabled This feature is not supported by the TEC ECRs The first window shown here is the normal EJ layout This view of the EJ is used to review transactions The File menu allows rebuilding the...

Page 163: ...use the mouse if preferred Press F2 Date to select the date you want to review You can also select the date from the date pull down window above the receipt area When the calendar is open the Home key will select today s date automatically You can also scroll to the previous or next date using Ctrl PageUp or Ctrl PageDown keyboard combinations The receipt area shows the transaction data Use the sc...

Page 164: ...minal sub department department function and totalizer F5 N A is adjusted dynamically to reflect the filter type you selected in the F4 column For example if you select PLU number the header for the F5 column becomes PLU F6 Operand is used to set an argument such as equal to greater than lesser than etc F7 Trans also changes according to the filter field set in the F4 column For example set the F4...

Page 165: ...search entry line The EJ search executes all OR conditions before executing the AND conditions All conditions must be true for a search result to be available When you have created a search that you may need to use repeatedly it can be added to the Edit menu With the search active open the edit menu and select Remember actual search NOTE In order to open a prompt window for user input use the ques...

Page 166: ...propriate command press this to force the system command to run Edit Use this button to modify the programming for the selected command Add Use this option to add new commands to the Task Manager list Close Closes the Task Manager This does not stop the automated commands from executing Navigating Command Directories Some Tasks in the list are found within Directories or event categories In other ...

Page 167: ...s the table edit tools appear as toolbar icons at the top of the editor If you are unfamiliar with the table editing tools refer to the Common Data Edit Toolbar help page in this manual To modify an existing event selecting the event from the Task Manager s list and press the Edit button This example shows the Task Editor programming Description Enter a meaningful descriptor that allows the user t...

Page 168: ... it should have executed the commands set to execute one past event at the previous date time and will execute them If this option is not set Symphony Pro will wait until the next scheduled time for the execution Execute at loading time Is used to tell Symphony Pro that this command should be run when Symphony Pro is launched Tasks that are flagged to execute at load time will run when Symphony Pr...

Page 169: ...y the order Select the event to move Press and hold down the Alt key Use the up arrow key to move the event up on the list Use the down arrow key to move the event down the list Release the Alt key then select another task to move another event in the list Using Command directories Tasks can also be moved to a command Directory by selecting the command to move with the mouse To move a command so t...

Page 170: ...n you must select which lane to monitor from the list of operational terminals The list is accessed by clicking the button Select the terminal to monitor by placing a check mark beside the terminal then clicking the check mark button above the list You can open multiple monitor windows simultaneously and arrange the open windows within the Monitor utility Use the A button to open a Font control pa...

Page 171: ... activity tracked during the monitoring process The File menu contains a Statistics option that opens a window showing the statistics for the selected terminal This example shows a sample of Monitor Statistics 11 Form Manager Form Manager Module Overview NOTE Although the Form Manager is included in your Symphony Pro installation and is fully functional it must be registered before you can save Sy...

Page 172: ... by requesting information from the Symphony Pro controller Because the Symphony POS reports are often printed on the receipt printer they cannot use the same template as the Symphony Pro reports Symphony POS templates are called Form templates to help distinguish them from back office report templates Shelf and Item Labels The Form Manager is also used to create templates for item or shelf labels...

Page 173: ...cted When a center node is selected the cursor changes to either a horizontal or vertical double ended arrow Hold the cursor over the center node Click and hold down the left mouse button and drag the center node to increase either the height or width of the object Once an object is selected showing its nodes you can move it by pointing the cursor over the object anywhere within the nodes Click an...

Page 174: ...bject only Delete Remove the selected object from the template Condition This option is used to determine how the object behaves in multi page reports and if it should display zero values All Pages Use this condition if the object should appear in all report pages Last Page Only If the object should appear on the last page only First Page Only If the object appears on the first page only Zero Supp...

Page 175: ...c object only it cannot have any values The rectangle tool is also used to define a frame for a graphic object bmp file format only After drawing a rectangle right click the object and select the Image option A file browser opens the default Symphony Pro image folder If required navigate to the image s source folder and select the image object Once the image object is contained in the rectangle fr...

Page 176: ...or graphic use only Save To save the open template keeping the same name Save As Used to save a template under a new name Print Test Page Opens the Windows printer options panel allowing you to send a test layout page The template appears in a print pre view before being sent to the printer The test page doesn t contain data but is handy to view what the page will look like and verify the fields u...

Page 177: ...hin the template After the record box is created you can move it or re size it to suit the report needs Create a new tender record Tender records are used to define the template area that will display tender amounts by type Similar to the item record the tender record will repeat for every tender type with an amount in the report Use SQL Mask This option controls which fields appear in the Field s...

Page 178: ...he metric setting must be re set each time you launch the application Object Inspector Is used to display all information about the selected object including object dimensions page position and other object attributes The Object Inspector can be placed anywhere on the Form Manager desktop or made to Dock on the right side of the window This example shows the Form Manager s Object Inspector NOTE To...

Page 179: ...andle database tables used to backup and restore information from the tables or re index and pack tables Some of the options controlled by the File maintenance utility can be run from within Symphony Pro as automated Events For example the backup operation However the File Maintenance utility is a Stand alone program not linked with the Symphony Pro program or other module To launch the File Maint...

Page 180: ...tenance utility can be run from within Symphony Pro as automated Events For example the backup operation If your installation does not already include an automated backup Event you can create one by following several simple steps First open the Events Tasks utility using the Symphony Pro desktop icon Click the Add button at the bottom of the Automated Tasks utility to open the Task Editor Enter a ...

Page 181: ...orrupt so it is essential to know which table to restore By default the File Maintenance utility displays all the tables and their internal names it finds in the current database when it opens To restore a file from a backup Open the File Maintenance View menu and select the day of the week to restore the table from The table list now shows the table names and the associated backup files for that ...

Page 182: ...e the data table indexes become corrupt This doesn t mean that the data itself is corrupt just the internal pointers used by the database to quickly locate records This can happen during a system crash For example at the moment that Symphony Pro is writing data to a table there is a power failure or the computer freezes because of low resources When the system comes back online and Symphony Pro is...

Page 183: ... regular basis run internally by L BOSS You should not normally have to run the Pack command 13 Glossary Glossary of Terms Back End The office terminals or stations that run Symphony Pro used for the management aspects of the store controlling the data for the front end Category A user defined key that items can link to for combining items either for reporting or global modifications CID Cash in D...

Page 184: ...cute a command file Loans The in drawer amounts used to begin a cashier s shift LQD Limited quantity discount or the maximum number of an item a customer can purchase and still get the discount Often used to limit special deals MailSlot The technology used to communicate information directly through the network Margin The profit an item generates expressed as a percentage of the selling price Mark...

Page 185: ...iles combine data and the SQL command necessary to export or import data SQL Standard Query Language an industry standard database language used to manipulate extract and store data in relational tables Target Any terminal or group of terminals that must be sent to or received from Including portable data terminals back office stations front end terminals Targets have a specific naming convention ...

Page 186: ...Back Cover ...

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