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Chapter 8 Running Reports

85

Alpha 710ML User’s Guide

The Financial report looks like the following. Your specific report looks
different, because of your unique cash register activity. (Actual report may
vary slightly)

Additional Information in Electronic Journal (EJ) Reports

The Electronic Journal can hold 4,000-lines of transactions in memory.
When the cash register memory is full, no more transactions or
information can be stored in EJ memory. Sales totals will still be recorded
in the financial or sales reports. Transactions already in memory are kept
in memory until the Electronic Journal record is printed in Z-mode or the
memory is manually reset.
The Electronic Journal records in the internal memory the line-by-line
details of all the transactions and items completed on the cash register,
both transactions printed on the built-in printer and transactions run with

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Summary of Contents for Alpha 710ML

Page 1: ...g the Language 5 Installing the Memory Backup Batteries 5 Installing the Paper Roll 6 Setting the Date And Time 7 Programming the Sales Tax 7 PC Based Software 8 3 Getting To Know the Cash Register About the Displays 10 Lifting and Lowering the Customer Display 11 Adjusting the Clerk Display 11 About the Menus on the Clerk Display 11 Using the Keyboard 13 ...

Page 2: ...ing Clerk Numbers and Names 27 Using the Clerk System 29 Setting X and Manager Passcodes 30 Setting the Machine Number 31 Programming Department Keys 32 Setting Department Number Keys 33 Programming Department Names 33 Programming Department Preset Price 35 Programming Tax Status 35 Setting Department Type 36 Setting Standard Gallonage or Negative Mode 36 Setting High Amount Lock out HALO 36 Setti...

Page 3: ...ons 48 1 Header 49 2 Footer 49 3 Date 49 4 Time 49 5 Clerk 49 6 Each Tax Rate 49 7 Tax Total 49 8 Blank Line 49 9 Multiple Receipts 50 10 Receipt Real time or End of Sale 50 11 Tax 50 12 Sub Total 50 13 Receipt Name Only vs PLU Name 50 14 Machine 51 15 Consecutive 51 To Default 51 System Options 51 1 Key Lay out 52 2 Zero Price 52 3 Electronic Journal 52 4 Amount Tend 52 5 In Dept 53 6 Scroll Spee...

Page 4: ... Report 57 Zero Skip 58 Z Report 58 Compressed 58 Machine Number 58 Daily Z Counter 58 Periodic Z Counter 58 Grand Total Amount 59 Config Options 59 Language 59 Date 59 Date Format 60 Time 60 Time Format 60 Contrast 60 Power Saving 60 Tax System 60 Options Dump 61 6 Ringing up Sales and Using Training Mode Ringing up Sales 62 Ringing up Sales without a PLU Number 63 Ringing up Sales with a PLU Num...

Page 5: ...alculating Your Tax 73 Example Tax Chart 75 The Worksheet 76 Using Canadian Tax Rates 76 Using VAT Tax Rates 78 Printing a Confirmation Report 78 8 Running Reports Running the Options Dump Report 79 Running the Department Confirmation Report 80 Running the PLU Confirmation Report 81 Running Management Reports 82 About X Reports 82 About Z Reports 82 About Management Reports 83 Running Reports 83 F...

Page 6: ... 97 11 Examples Transaction Codes 100 Sample Receipt 101 Adding Tax to a Non Taxable Department 101 Cash Sale With Tendering Change 102 Cash Sale Without Tendering Change 102 Charge Sale 102 Charge Return 103 Check Sale 103 Coupon Discount Sale 103 Credit Sale 103 Credit Return 104 Dept Shift Key 104 Exempting Tax On An Item 105 Exempting Tax on the Entire Sale 105 Gallonage Sales Transaction 106 ...

Page 7: ...iscount 113 Voiding A Minus Percentage Discount Sale 114 Voiding a Multiplication of a Department Preset Price 114 Voiding A Department Multiplication Sale 115 Voiding a PLU Sale 115 Voiding a PLU Multiplication Sale 115 Voiding a PLU Sale with a Minus Percentage Discount 116 Voiding a PLU Sale with a Plus Percentage Rate 116 Voiding a Plus Percentage Sale 117 Voiding an Entire Sale before Finishi...

Page 8: ...mpts you through many tasks you perform To help you quickly navigate through the menu system we use the following Programming More Options Print Options Using Keys When you need to press a key you see a picture of the key you need to press and the name of the key is in another font For example 1 If you are ringing up a check press the Check key If you need to type something in the round Number key...

Page 9: ...compartment RegisterLinkTM software and 6 foot serial cable 1 set of keys consisting of 2 Cash Drawer keys 515 This user s guide Important Phone Numbers If you need help or want to order additional supplies use the following contact information To order items see Ordering Supplies and Accessories on page 123 Customer Service 1 800 272 6229 USA 1 888 266 9380 Canada 01 800 849 4826 Mexico Ordering ...

Page 10: ...eps and follow the detailed instructions shown on the cash register display to make sure your cash register is set up correctly When you are done with this chapter see the chapter called Getting To Know the Cash Register starting on page 10 and the chapter called Setting Up Your Cash Register the Basics starting on page 19 for more information about your cash register Getting Started Because the A...

Page 11: ... in place For example there may be tape on the Journal Compartment Cover Put the register on a hard level surface away from rain and spilled drinks A hard level surface makes it easier for the cash drawer to go in and out smoothly Do not put the register on a porous surface Depending on the surface or any cleaning solution used on the surface the rubber feet may leave marks on the surface Do not p...

Page 12: ...ckup Batteries Your cash register uses 3 AA 1 5 volt batteries for the memory backup system These batteries did not come with your cash register and you must purchase them additionally Caution If you put the batteries in the cash register first they can damage your cash register Put the batteries in when you are prompted 1 At the prompt open the Journal Compartment Cover Remove the Journal Compart...

Page 13: ... 1 At the prompt on the clerk display during set up open the Journal Compartment Cover Remove the Journal Compartment Cover and set aside Remove the tape on the black Journal Tape spindle inside the printer compartment of the cash register 2 Remove the Journal Takeup spindle Place the paper roll in the little round area at the bottom of the compartment Make sure the paper feeds out from the bottom...

Page 14: ...r For example for 2006 press 06 Press the Amount Tend Total Enter key 2 Use the rounded Number keys to enter the 2 digits of the month For example for February press 02 Press the Amount Tend Total Enter key 3 Use the rounded Number keys to enter the 2 digits of the day For example 24 Press the Amount Tend Total Enter key 4 Use the rounded Number keys to enter the 2 digit hour For example 09 Use mi...

Page 15: ...tax rate for your area For example if your local sales tax rate is 10 enter 10000 To program other tax rates press the following 4 Press the Amount Tend Total Enter key For tax tables and more advanced tax rate programming see Programming Complex Tax Rates on page 69 For more information about the other features of your cash register see Setting Up Your Cash Register the Basics on page 19 and Sett...

Page 16: ...k software requires connecting your computer to the cash register using the serial port To connect your computer to the serial port you need to use the included null modem serial cable For technical details about the serial connection see About the Serial Port on page 91 For information for connecting the cash register to your PC see Connecting the Cash Register to a PC on page 92 The RegisterLink...

Page 17: ... the customer display so customers can see what is happening When you move the register or store it lower the display so it doesn t get damaged Your cash register has a 1 line customer display that shows letters and numbers alphanumeric The alphanumeric display shows 10 digits for descriptions scrolling text messages and sales dollar amounts Clerk screen Your cash register has a 5 line LCD display...

Page 18: ...reen To adjust the clerk display 1 Place your thumb at the bottom of the clerk display nearest the keyboard 2 Gently press down on the display The display rotates within its track Do not force the display past the maximum position About the Menus on the Clerk Display This cash register uses menus on the 5 line LCD clerk display to prompt you through both programming and using the cash register The...

Page 19: ...ected option As you use the cash register you notice symbols on the lower left of the 5th line These symbols are Enter uppercase alphabetical letters using the Department key in Caps On mode Enter lowercase alphabetical letters using the Department key in Caps Off mode Enter numbers using the rounded number keys Enter symbols and international characters by pressing the NS sym key Scan a barcode u...

Page 20: ...umber keys and Department keys to ring up a sale For more information about ringing up sales see Ringing up Sales and Using Training Mode on page 62 To program the cash register press the Main menu on key Select Programming and press the Amount Tend Total Enter key For more information about programming the cash register see Setting Up Your Cash Register the Basics on page 19 and Setting Up Your C...

Page 21: ...override PLU preset price use Foreign Currency conversion enter a PLU number manually clear an entry enter multiple quantities of a PLU or Department during a sale show the default date time status screen on the clerk display between sales in the Sales Registration mode set an entire sales transaction as tax exempt before pressing the Amount Tend Total key For example you might be selling to a non...

Page 22: ...umber during a sale such as an invoice number or product serial number open the cash drawer and ring a No Sale transaction see the symbol and international character set screen void a line item in a sales transaction or ring an entire voided sale transaction backspace and delete one character at a time during text and description entries in Programming mode end a sale as a Charge sale paid for by ...

Page 23: ... Main menu on Using the Cash Drawer The cash drawer is where you put the money after you ring up a sale The cash drawer has slots for putting paper bills and a removable tray for coins You can store paper items such as checks and charge slips under the removable coin tray When you ring up a sale the cash drawer automatically opens so you can make change and put money away You can also electronical...

Page 24: ...close the cash drawer Never slam the drawer closed To open the cash drawer after a sale 1 When you are done ringing up a sale press the Amount Tend Total Enter key at the bottom right of the keyboard The cash drawer opens You can make change and put the money in the drawer 2 When you are done push the cash drawer closed To open the cash drawer without making a sale 1 Press the NS SYM key at the bo...

Page 25: ...only direction it will move The cash drawer opens If the cash drawer will not open make sure it is not locked with the 515 Drawer key Using the Accessory Drawer Your cash register has a small drawer above the cash drawer The Accessory drawer can be opened at any time by anyone It is a good place to put things like pens pencils and note pads Because the drawer cannot be locked it is not a good idea...

Page 26: ...g clerk names and numbers Setting machine numbers Setting clerk and manager passcodes Programming department keys Programming PLUs Clearing error codes and more Using the Displays Your cash register includes two displays 1 for the clerk or operator and 1 for the customer The customer display shows large easy to read fluorescent digits for easy viewing CHAPTER 4 ...

Page 27: ...partment number or PLU number on the clerk screen If a description or name is programmed this description appears Navigating the Clerk Screen Navigating the clerk screen is easy Use these following keys Table 2 Navigating the clerk screen To do this Press this See the main menu Move up and down through the menu options Select the highlighted option Go back one menu level Clear your typed entry and...

Page 28: ...t Contrast Press the Amount Tend Total Enter key 7 Use the Left Arrow and Right Arrow keys to adjust the contrast 8 When you are done press the Amount Tend Total Enter key Using Power Saving Mode The cash register includes a power saving or sleep mode This mode saves energy and prevents the clerk display from getting damaged by burn in just like a screen saver on your laptop or PC After a specifie...

Page 29: ...Tend Total Enter key 7 Make your selection When you are done press the Amount Tend Total Enter key Setting Alphanumeric Descriptions You can program custom header and footer messages clerk names departments and item descriptions These text messages and descriptions appear on the receipt and on the customer display When you are programming the alpha descriptions for Departments PLUs Clerks the Head...

Page 30: ...ount Tend Total Enter key to select the highlighted symbol Press the NS sym key again to exit this from screen Important If you enter the wrong character press the Void bksp key to delete the character Now you can continue The maximum number of characters that can be programmed for each item description are shown below As you enter text descriptions the lower left of the clerk screen also shows yo...

Page 31: ...ption Setting Header Messages and Footer Messages You can specify a header message and or footer message to print on customer receipts Each message can be a maximum of 5 lines Each line can have 24 characters YOUR RECEIPT THANK YOU is the default printout for the header message HAVE A NICE DAY PLEASE COME AGAIN is the default printout for the footer message Make a copy of the blank Worksheet below...

Page 32: ...g or the end of the text to right or left align your text Before programming your header or footer message 1 Write out your store name and the header message you want to program 2 After writing out your message count the number of characters on each line The following example shows a message and the letter count including spaces 3 Complete the chart filling in extra unused characters with blank sp...

Page 33: ...ment 17 key Important If you enter the wrong character press the Void bksp key to delete the character Now you can continue To program header messages or footer messages Programming More Options Text Messages 1 Press the Main menu on key 2 Press the Arrow Down key to select Programming Press the Amount Tend Total Enter key 3 If you are prompted for a Manager Passcode type the passcode number and t...

Page 34: ...nter key 6 Follow the instructions on the display Setting Clerk Numbers and Names You can program and assign up to 40 Clerk Numbers so you can monitor sales by individual employees Each clerk number can also be assigned a 24 character name To see the sales totals for each clerk a Clerk Report is available in both the X and Z modes You can spell names by using department keys For more information s...

Page 35: ...hen press the Check key If you did not program a Manager Passcode go to the next step 4 Press the Arrow Down key to select Security Set Up Press the Amount Tend Total Enter key 5 Press the Arrow Down key to select Clerk Set Up Press the Amount Tend Total Enter key 6 Follow the instructions on the display Now you need to turn on Clerk Security To turn on Clerk Security Programming Security Set Up C...

Page 36: ...nter key 6 Select On Press the Amount Tend Total Enter key Now when the clerk enters Sales Registration mode s he is prompted for the clerk number and passcode Using the Clerk System If the clerk security system is active the clerk is prompted to enter the clerk number and passcode when they enter the Sales Registration mode To use the clerk system 1 Make sure Sales Registration is highlighted on ...

Page 37: ...Press the Arrow Down key to select Security Set Up Press the Amount Tend Total Enter key 4 Press the Arrow Down key to select Manager Passcode Press the Amount Tend Total Enter key 5 Follow the instructions on the display To set the X passcode Programming Security Set Up X Mode Passcode 1 Press the press the Main menu on key 2 Press the Arrow Down key to select Programming Press the Amount Tend To...

Page 38: ...e press the Main menu on key 2 Press the Arrow Down key to select Reports Press the Amount Tend Total Enter key 3 Press the Arrow Down key to select Z Reports Press the Amount Tend Total Enter key 4 Using the round Number keys press 1313 and then press the Check key 5 You are now ready to run Z reports Setting the Machine Number You can assign your cash register its own number This is useful if yo...

Page 39: ...ns Clothing and so on This helps you track what you are selling Each department can be programmed as taxable or non taxable so that if an item needs to be taxed the proper tax amount is added automatically when you ring up an item in a taxable department You can have as many as 200 departments on your cash register If you have many departments you may want to make a list so other people who use th...

Page 40: ...items on the screen Press the Amount Tend Total Enter key to enter your selections The next sections explain what you can program for each department 6 When you are done programming all departments press the Receipt on off esc key To add another department press the Arrow Down key to select Next Department Setting Department Number Keys You must assign a department number You can specify up to 200...

Page 41: ...ound number keys to enter any numbers you want You may need certain special symbols on the Alpha Keyboard For example if you need a space between words if you need the symbol or if you need a comma press the Dept Shift key and then press the Department key that has the character you want Some symbols and international characters are only available using the NS sym key When you press the NS sym key...

Page 42: ... the right amount of tax based on the department the item is assigned to You can set no tax or link to a single tax rate Tax 1 Tax 2 Tax 3 or Tax 4 or multiple tax rates to a department key For information about setting the tax rates see Selecting the Tax System on page 70 You must program non tax or a tax rate for the department programming to be accepted Table 3 Tax status settings Available tax...

Page 43: ...he price using the normal 2 decimal place setting Negative Mode allows you to set the price to a negative number This is useful when you need to assign preset discounts or coupons Using Negative Mode allows you to track the number of discounts given or the number of times the discounts were given more closely than simply assigning a discount amount with the Coupon key Setting High Amount Lock out ...

Page 44: ...rrow Down key to select Others Setup Press the Amount Tend Total Enter key 6 Press the Arrow Down key to select either Age 1 Setup or Age 2 Setup Press the Amount Tend Total Enter key 7 Using the rounded Number keys enter the age you want Press the Amount Tend Total Enter key Scrolling Messages Your cash register shows messages that move across the customer display when the register is not in use ...

Page 45: ...ORE HOURS 9AM TO 10 PM Table 4 Scrolling messages Message Type This message shows OFF message When the register is in the OFF position Prg X Z Mode During the idle state when the register is in Programming X Report or Z Report modes SALES message After the sales transaction IDLE message AM When the register is in the idle state while in Sales Registration mode during the morning hours IDLE message...

Page 46: ... key to select Scroll Messages Press the Amount Tend Total Enter key 7 Select the scroll message you want to change and follow the instructions on the screen For more information about using the Alphanumeric keys to type letters see Setting Alphanumeric Descriptions on page 22 Important If you enter the wrong character press the Void bksp key to delete the character Now you can continue 8 When you...

Page 47: ...ustomize the name of Department 15 to be a Visa card and Department 16 to be a MasterCard You can also program the cash register to print the name of the credit card key on the receipt or journal tape When you ring up a sale you can use Department 15 and or Department 16 to finalize the credit card sale open the cash drawer and print the receipt or journal tape Note If you want to use Departments ...

Page 48: ...o specify using Department 15 and or Department 16 as credit keys Programming More Options System Options 1 Press the Main menu on key 2 Press the Arrow Down key to select Programming Press the Amount Tend Total Enter key 3 If you are prompted for a Manager Passcode type the passcode number and then press the Check key If you did not program a Manager Passcode go to the next step 4 Press the Arrow...

Page 49: ...PLU items programmed Programming PLUs consists of the following 1 Assign a PLU number from 1 to a maximum of 13 digits long to each sales item or scan the barcode 2 Enter a name description for the PLU You must enter a description even if it is as simple as PLU4 3 Assign a price 4 Link the PLU to a department key with the appropriate Tax Status for that PLU For example if PLU 1 is a taxable item y...

Page 50: ...umber keys enter the PLU number Press the Amount Tend Total Enter key 7 Follow the instructions on the display 8 To program the next PLU go to Next PLU and press the Amount Tend Total Enter key 9 When you are done programming press the Main menu on key Programming PLUs with the Optional Barcode Reader You can use the optional Royal model PS700 barcode reader to scan items and automatically ring th...

Page 51: ...he Program Confirmation Report Now that basic programming is complete check your results with a Program Confirmation Report If you made a mistake during programming repeat only the step you made the mistake in For example if only the tax rate is incorrect just re program the tax you do not need to re set the time date and so on There are 4 types of confirmation reports Before Going to Register Mod...

Page 52: ...key is pressed This is normal and not a cause for concern Entry Error Beep When using your cash register you must perform all operations in the correct order If you press the wrong key at the wrong time a continuous alarm beep sounds and you see a message on the display The keyboard also locks Press the Clear key to stop the beep and continue or follow the instructions on the display Table 6 Commo...

Page 53: ...e PLU number is not valid or has not been programmed It is also possible that no PLU numbers are programmed yet Check the PLU number entered and check your PLU programming See page 81 for help PRINTER OVERHEAT The printer is too warm Finish the current transaction and then open the Journal cover Wait at least 20 minutes before resuming transactions PRINTER PWR DOWN The printer power is disrupted U...

Page 54: ... a loud error beep press the Clear key to stop it If your cash register will not stop making a beeping sound after you press the Clear key you can do three more things Half System Clear If you pressed the Clear key and the error beep does not stop you can do a Half System Clear For more information about a Half System Clear see Half System Clear on page 96 Partial Reset A Partial Reset can help if...

Page 55: ...ovide references where you can see more detailed information Print Options The Print Options menu includes the options listed in this section To open the Print Options menu Programming More Options Print Options 1 Press the Main menu on key 2 Press the Arrow Down key to select Programming Press the Amount Tend Total Enter key 3 If you are prompted for a Manager Passcode type the passcode number an...

Page 56: ...ecifies if the Date prints on the customer receipt 4 Time Specifies if the Time prints on the customer receipt 5 Clerk Specifies if a Clerk name prints on the customer receipt For information about setting clerk names see Using the Clerk System on page 29 6 Each Tax Rate Specifies if each individual tax rate amount Tax 1 Tax 2 Tax 3 and Tax 4 prints on the receipt as separate amounts For more info...

Page 57: ... per line as each item is rung up in the sale print all at one time at the end of the sale If you select at end of the sale then the printer does not print anything when the sale is first started or during any entry of the sale The printer only prints the entire detailed receipt after the Amount Tend Total Enter key is pressed No details on the receipt are lost All the information is still there j...

Page 58: ...rs see Setting the Machine Number on page 31 15 Consecutive Specifies if the Consecutive Transaction number is printed on the sales receipt and on the X and Z reports To Default Returns all the Print Options print options only to factory default settings It is strongly recommended that you run a Z report and any other reports first because resetting to default settings may affect these reports Aft...

Page 59: ...it 2 key For more information see Programming the Credit Keys on page 40 2 Zero Price Specifies if zero price entry for PLUs and Departments is allowed 3 Electronic Journal Turns the Electronic Journal on or off The Electronic Journal can hold 4 000 lines of transactions in memory When it is turned on the Electronic Journal records in the internal memory the line by line details of all the transac...

Page 60: ...Specifies to reset the Consecutive Transaction number found on each sales receipt and on most reports after running each Z report 8 ZCT Reset Specifies to reset the Z Count number found only on Z Reports after running each Z report 9 GT Reset Specifies to reset the Grand Total Amount on the Z report after running each Z report 10 Rounding Rounding allows you to select how the cash register rounds ...

Page 61: ...5 gallons of gasoline or 1 875 pounds of deli meat After you are done you can check your results See Running the Options Dump Report on page 79 To Default Resets all the SYSTEM Options System options only to factory default settings It is strongly recommended that you run a Z report and any other reports first i e PLU Clerk Electronic Journal etc since resetting to default settings may affect thes...

Page 62: ... explains each menu option Rate You may want to add a default percentage amount to an individual item or to a total such as a fixed tip or other service charge The PO key adds a percent additional charge to an individual item if you press it immediately after you ring up an item or adds a percent additional charge to the sub total amount of an entire sale if you press it after you press the Sub to...

Page 63: ...laces For example enter 5 as 5 or enter 10 as 10 When you use the RA key the word DISCOUNT appears on the display and prints on the receipt HALO Specifies setting a HALO High Amount Lock Out Limit to the Coupon key For more information see Setting High Amount Lock out HALO on page 36 Credit 1 Name Programming the name and description for the Credit 1 key For more information see Programming the Cr...

Page 64: ...For more information see Setting Age Limits on page 36 Currency Symbol Specifies the Currency Symbol for the register for the Local Currency This is the symbol for the main currency of the register and not the foreign currency You can only select from the list of symbols offered on the register screen Z Report Specifies to print the Z Report Counter number on each Z Report FC Name The name of the ...

Page 65: ...print The selections are compressed print for Electronic Journal and Reports compressed print for Electronic Journal and regular print for reports regular print for Electronic Journal and all reports Compressed print is slightly smaller but saves on paper especially on longer reports such as PLU Sales and Electronic Journal Machine Number Sets a machine number For more information see Setting the ...

Page 66: ...uring the Initial Set up come to the Config Options to correct the entry or setting The Config Options menu includes the options listed in this section To open the Config Options menu Programming More Options Config 1 Press the Main menu on key 2 Press the Arrow Down key to select Programming Press the Amount Tend Total Enter key 3 If you are prompted for a Manager Passcode type the passcode numbe...

Page 67: ...Contrast Adjust the contrast of the LCD clerk display Power Saving Select the amount of time before the LCD display turns off and goes to sleep into Power Saving mode The cash register only goes to sleep after the specified number of minutes of no activity It does not go to sleep in the middle of a sales transaction For more information see Using Power Saving Mode on page 21 Tax System Select the ...

Page 68: ... sure you have enough paper installed in the cash register To print the Options Dump Programming More Options Options Dump 1 Press the Main menu on key 2 Press the Arrow Down key to select Programming Press the Amount Tend Total Enter key 3 If you are prompted for a Manager Passcode type the passcode number and then press the Check key If you did not program a Manager Passcode go to the next step ...

Page 69: ... using the department keys and completing sales Training mode lets someone use the cash register without actually recording the sales in the sales history When you exit from the Training mode the training sales information is deleted To use Training mode you need to have a training passcode set For more information see Setting the Training Passcode on page 67 Ringing up Sales After you have the ba...

Page 70: ...ss the Department key for that item To use the Department keys from 17 to 32 do the following Press the Dept Shift key and press the department number you want to use To use department numbers from 33 to 200 do the following Press the Dept Shift key Using the round Number keys type the Department number from 33 to 200 that you want to use For example for Department 63 press the 6 key and then pres...

Page 71: ... Tend Total enter key The cash drawer opens and the receipt or journal prints 7 Make any change needed and place the money you are given in the cash drawer 8 Close the cash drawer 9 Give the customer the receipt if the cash register is set to print receipts You are ready to ring up another sale Ringing up Sales with the Optional Barcode Reader You can also ring up sales using the optional model PS...

Page 72: ...up another sale Verifying the PLU Information for an Item You can verify the PLU information including price using a PLU number or barcode You can verify the PLU information while you are in the middle of a sales transaction or when you are not ringing up any sales This is helpful if a customer wants to know the price of an item before ringing up the item You can verify the PLU information for an ...

Page 73: ...d only print a receipt for those transactions where one is required You must have paper installed in the cash register even if you have customer receipt printing off and are not printing receipts You can see the receipt printer is turned off by looking at the clerk screen If you see the R OFF symbol receipts are not automatically printed Note You cannot change printing receipts in the middle of a ...

Page 74: ...ng mode the TR symbol appears in the lower left of the clerk display and asterisks print instead of transaction numbers When you stop Training mode the transaction numbers continue from the last number printed before you entered Training mode Setting the Training Passcode You can set the cash register to include a training mode This training mode requires a 6 digit passcode To set the training mod...

Page 75: ...he three digit passcode and then press the Check key 4 Using the Round number keys enter the 6 digit passcode Press the Subtotal reprint key The TR symbol appears on the screen 5 Now you can ring up sales in training mode These sales do not appear in the sales reports To stop Training mode 1 Press the Main menu on key 2 Select Sales Registration Press the Amount Tend Total Enter key 3 If the clerk...

Page 76: ...s charged Sometimes this is also called the maximum tax exempt amount By default your cash register does not set any base amount resulting in all amounts being taxable If your base tax amount is other than zero cents see Programming Table Tax in the United States on page 72 When you set up your cash register you programmed the cash register to use a simple sales tax appropriate for your area Chapt...

Page 77: ...local or state government This method lists a range of prices and the exact tax for each range For example from 11 cents to 24 cents the tax is 3 cents Select Canadian Tax System allows you to program the Goods and Services tax GST and Provincial Sales Tax PST tax system required in Canada Select VAT Value Added Tax includes the tax amount in the price of the item You can only use one tax system a...

Page 78: ...o use Press the Amount Tend Total Enter key 8 Now you need to specify the values for the tax rate s Straight tax values for Tax 1 and optionally Tax 2 through 4 See the next section Table tax values See Programming Table Tax in the United States on page 72 Canadian tax rates Using Canadian Tax Rates on page 76 VAT tax rates See Using VAT Tax Rates on page 78 Programming Straight Add on Tax in the ...

Page 79: ...le you must calculate your tax codes before you continue with this section For instructions see Calculating Your Tax on page 73 When you are done calculating your tax codes return to this section Before you start you must know where the first irregular breakpoint and the first regular breakpoint are Note If you make an error when you are entering the price ranges press receipt on off esc and start...

Page 80: ...ou want to set Calculating Your Tax This section provides instructions for figuring your own tax code if your specific state uses a tax table Take the time to follow the Example Tax Chart on page 75 Familiarize yourself with the method of determining the tax code Then using the worksheet on page 76 duplicate the method of calculating your state tax code by the steps described in this section To do...

Page 81: ...p B by calculating the breakpoints based on your state s Retail Tax Chart The sequence of breakpoints is divided into Regular and Irregular patterns All tax tables have a pattern of irregular breakpoints that leads into a repeating pattern of regular breakpoints To determine the breakpoint pattern continue calculating the breakpoints in Part B until you have found the Regular repeat breakpoint pat...

Page 82: ...se the worksheet on the next page to calculate the irregular breakpoints and regular breakpoints for your local tax Irregular breakpoints no pattern Regular breakpoints at least 4 examples of the pattern Enter these values when you set the table tax Press the NS sym key before you enter the first values for the first regularbreakpoint After at least 4 examples of the regular breakpoint press the N...

Page 83: ...an Tax Rates If you are in Canada this cash register can be set for Canadian tax rates If you are using Canadian tax rates you see the following 4 tax rate options For each tax rate GST and each PST in addition to setting the tax percentage rate you can also set a minimum taxable amount Set this GST PST1 PST2 PST3 ...

Page 84: ...nge Press the Amount Tend Total Enter key 6 Using the round Number keys area enter the tax you want to add or change For example 7750 is 7 75 tax 7 When you are done press the Amount Tend Total Enter key 8 Repeat for each tax you want to set To set Tax On Tax Programming Tax Set Up Tax On Tax 1 Press the Main menu on key 2 Press the Arrow Down key to select Programming Press the Amount Tend Total ...

Page 85: ...de number and then press the Check key If you did not program a Manager Passcode go to the next step 4 Press the Arrow Down key to select Tax Setup Press the Amount Tend Total Enter key 5 Press the Arrow Down key to select the tax you want to change Press the Amount Tend Total Enter key 6 Using the round Number keys area enter the tax you want to add You must use a 5 digit number 7 When you are do...

Page 86: ...ports Other management reports Electronic Journal Note Make sure you have a lot of cash register paper installed before you start printing any report Running the Options Dump Report You can print the Options Dump Report to check your programming results For more information about programming the cash register see Chapter 5 Setting Up Your Cash Register Parameters on page 48 The Options Dump report...

Page 87: ...Enter key 6 Select the print format you want Press the Amount Tend Total Enter key The report prints Running the Department Confirmation Report You can print a report that shows the programmed information for a range of departments or for all departments The range report is helpful if you want to see the programmed names of some of the departments but do not need to see all the departments and oth...

Page 88: ...range of PLUs by PLU numbers or by the linked department For more information about programming PLUs see Programming PLU Descriptions on page 42 To run the PLU confirmation report Programming PLU Set Up Dump Report 1 Press the Main menu on key 2 Press the Arrow Down key to select Programming Press the Amount Tend Total Enter key 3 If you are prompted for a Manager Passcode type the passcode number...

Page 89: ...o prevent someone from accidently printing these reports you can set a manager passcode for X reports and a manager passcode for Z reports After the passcode is set these reports do not print until the passcode is entered For information about setting manager passcodes see Setting X and Manager Passcodes on page 30 About X Reports There are two kinds of financial reports that can be taken in the X...

Page 90: ...sales voids returns coupons refunds minus percentage plus percentage receipts on account paid out cash check charge and the running grand total 3 PLU Report Prints quantity and dollar amount of each PLU number rung up 4 Department Range Report Prints the sales information quantity and dollar amount totals for the specified departments X mode only 5 Clerk Report Prints total sales amounts of each C...

Page 91: ...xample Totals are calculated for the Management Reports in the following way NET SALES TOTAL NET Shows the true sales for the day The Net sales total includes department total DEPTTL tax total T1 T2 T3 T4 and less the coupon discount COUPON and less the percentage discount Note Minus percentage discount DISCOUNT voids VOID CORR and returns refunds REFUND are all deducted from the department totals...

Page 92: ...memory When the cash register memory is full no more transactions or information can be stored in EJ memory Sales totals will still be recorded in the financial or sales reports Transactions already in memory are kept in memory until the Electronic Journal record is printed in Z mode or the memory is manually reset The Electronic Journal records in the internal memory the line by line details of a...

Page 93: ...record and reset the journal memory so everything in memory is erased after printing Only run this report at the end of the day after running the standard Z Report for the end of the day sales totals Make sure there is a lot of paper on the receipt paper roll so the Electronic Journal reports can print completely You can download the Electronic Journal record to the PC using the serial connection ...

Page 94: ...Manager Passcode type the passcode number and then press the Check key If you did not program a Manager Passcode go to the next step 5 Press the Arrow Down key to select Electr Journal Press the Amount Tend Total Enter key 6 Follow the instructions on the screen The Electronic Journal record prints and the Electronic Journal memory is cleared Check the Electronic Journal Memory You can check the c...

Page 95: ... cover to prevent damage to the cash register especially in restaurants and other locations where food and drinks are sold or prepared Keep the cash register away from dust dampness or extreme hot or cold temperatures To clean your cash register use a soft dry cloth Do not use harsh solutions containing alcohol or ammonia After storing your cash register in extreme temperatures below 32 degrees Fa...

Page 96: ...stall the paper roll 1 Open the Journal Compartment Cover Remove the Journal Compartment Cover and set aside Remove the tape on the black Journal Tape spindle inside the printer compartment of the cash register 2 Remove the Journal Takeup spindle Place the paper roll in the little round area at the bottom of the compartment Make sure the paper feeds out from the bottom of the roll towards the fron...

Page 97: ...ial programming you have done If your cash register is unplugged or if there is a power outage the batteries keep the information in the memory until you plug the cash register into a power source or the power is restored To make sure the battery back up protection is working replace the batteries at least once a year To help you remember consider replacing the batteries on New Years Day The cash ...

Page 98: ...negative ends are in the right place The batteries have a little plus positive and minus negative sign on each end to help you Replace the battery cover Slide the bottom tabs into the long slit in the bottom position and snap the cover into place Do not put the tabs in the 2 holes in the bottom of the compartment The cover will not close and you will break the tabs About the Serial Port Your cash ...

Page 99: ...e RegisterLink manual Before you start you must have the null modem serial cable For more information see About the Serial Port on page 91 To set up the cash register to connect to a PC 1 Connect the cash register to the PC using a null modem serial cable 2 Open the RegisterLink software on your PC 3 On the cash register go to the main menu scroll down to PC LINK and press the Amount Tend Total En...

Page 100: ...e paper Do not use sharp or pointed instruments in the printer area This can seriously damage the printer 1 Check if you are out of paper If so replace with a new roll 2 Check for a paper jam If so carefully remove any paper obstructing the printer 3 Check and make sure the paper was aligned properly in the printer and that the printer bar is snapped into place 4 After the paper jam is successfull...

Page 101: ...Memory Errors You may see 2 messages about the Electronic Journal The Electronic Journal can hold up to 4 000 lines of transactions When the memory gets close to full a message appears telling you that the memory is nearly full If you are in the middle of a transaction press the Clear key to clear the error message follow the instructions on the clerk display and finish the transaction Immediately...

Page 102: ... stored in the Electronic Journal memory is permanently deleted and cannot be recovered Reports Z Report EJ Clear 1 Press the Main menu on key 2 Press the Arrow Down key to select Reports Press the Amount Tend Total Enter key 3 Press the Arrow Down key to select Z Report Press the Amount Tend Total Enter key 4 If you are prompted for a Manager Passcode type the passcode number and then press the C...

Page 103: ...artial Reset See Partial Reset As a last resort perform a Full System Clear procedure See Full System Clear 2 If needed contact the Royal Customer Support hotline at 1 800 272 6229 for additional help Opening the Drawer When There is no Power If there is no power and you need to open the drawer follow these instructions 1 With your hands on the cash drawer carefully tip the front of the register u...

Page 104: ...sh register back into the power source 4 Release the 3 and 7 keys 5 Continue with normal operations Full System Clear If nothing else works perform the following procedure To do a full system clear 1 Remove all back up batteries 2 Unplug the cash register from the power source and wait 5 minutes 3 Plug in the cash register 4 Replace the batteries 5 Reprogram the cash register 6 Continue with norma...

Page 105: ... up sales Reminder If Clerk Numbers are programmed be sure to type the CLERK then press the Amount Tend Total Enter key Enter the passcode if programmed and the passcode system is activated and press the CHECK key before ringing up a sale Reminder Do not press the Decimal Point key when ringing up a price The following examples are in this chapter Adding Tax to a Non Taxable Department Cash Sale W...

Page 106: ...ng a PLU Price Paid Out Sale PLU Sale Plus Percentage Sale Received On Account Sale Registering A Department Unit Price Registering A Reference Number Return Sale Split Tendering Sale Use the Error Correct Void Key Voiding A Minus Percentage Discount Sale Voiding a Multiplication of a Department Preset Price Voiding A Department Multiplication Sale Voiding a PLU Sale Voiding a PLU Multiplication S...

Page 107: ...erk number 1 to number n where n the maximum number of clerks CREDIT Credit card transaction DISCOUNT Minus Percent Discount NO SALE No Sale Function or Open Cash Drawer PAID OUT Paid Out PRICE Overriding of a PLU Price RECD ACCT Received on Account REFUND Return Refund SUBTTL Subtotal Excludes Tax T1 Tax 1 Rate Applied to a Sale T2 Tax 2 Rate Applied to a Sale T3 Tax 3 Rate Applied to a Sale T4 T...

Page 108: ... transactions Adding Tax to a Non Taxable Department Example 4 Assume the Department 2 key is programmed for no tax and the TAX 1 rate is programmed for 6 Ring up a 1 00 item in Department 2 charging the 6 tax rate To add or force tax to a non taxable department or a different tax rate 1 Press the key 2 Press the key and select Tax 1 3 Press the key 4 In the Number keys area press 100 and then pre...

Page 109: ...een 3 In the Number keys area press 500 and then press the key Cash Sale Without Tendering Change Example 6 Ring up a 1 00 item in Department 1 To ring up a sale without tendering change 1 In the Number keys area press 100 and then press the key 2 Press the key You do not need to press the Subtotal reprint key if you do not want the subtotal of the sale to print 3 Press the key Charge Sale Example...

Page 110: ...le 10 Ring up a 1 00 item and then apply a 20 off coupon To ring a coupon discount sale 1 In the Number keys area press 100 and then press the key 2 In the Number keys area press 20 and then press the key 3 Press the key Sales tax is charged on the net amount after the coupon is deducted For more complex coupons or to charge tax on the original amount before the coupon is deducted set up and use a...

Page 111: ... on page 40 To ring a credit return 1 Press the key 2 In the Number keys area press 100 and then press the key 3 Press the or the key It is not necessary to enter any amount before pressing either of the credit keys Dept Shift Key Example 13 Ring up a 1 00 item in Department 1 taxable 2 00 in Department 21 non taxable and 3 00 in Department 33 and compute change from 10 00 cash tendered Note Depar...

Page 112: ...e key 2 Select Non Tax 3 Press the key 4 In the Number keys area press 100 and then press the key 5 Press the key Exempting Tax on the Entire Sale Example 15 Assume the Department 1 key is programmed as a taxable department Ring up a 1 00 item and a 1 50 item in Department 1 without charging tax To ring an entire sale without charging tax 1 In the Number keys area press 100 and then press the key ...

Page 113: ...Minus Percentage Discount Sales Version 1 Note If no tax is programmed in your cash register ring up a 1 00 item in Department 2 and apply a preprogrammed discount rate of 10 To ring a minus percentage discount sale 1 In the Number keys area press 100 and then press the key 2 Press the key Note If the Minus Percentage Discount Rate is NOT programmed type in the 10 discount rate by entering 10 befo...

Page 114: ...ce 1 In the Number keys area press 3 and then press the key 2 Press the key 3 Press the key Note You can ring up to 32 prices by using the 32 Department keys for quick ring ups Multiplication Sale and Overriding a Preset Department Price Example 19 Ring up three 4 00 items in Department 1 overriding the 1 00 preprogrammed price To ring a multiplication sale 1 In the Number keys area press 3 and th...

Page 115: ...e 21 Used to open the drawer without ringing up a sale For example to give change To use the No Sale function Press the key The cash register drawer opens Note The number of times the No Sale key is used appears on the Management Reports For more information about these reports see Running Management Reports on page 82 Temporarily Overriding a PLU Price Example 22 If you need to enter a different ...

Page 116: ...he same procedure for ringing up Coupons Refunds Minus Percentage Discounts Plus Percentages and so on as with ringing these items up for a Dept sale Plus Percentage Sale Example 25 The following are two versions of the Plus Percentage Sale Version 1 Note If no tax is programmed in your cash register ring up a 1 00 item in Department 2 and apply a pre programmed Plus Percentage Rate of 10 To ring ...

Page 117: ... the Plus Percentage Rate before pressing the key 3 Press the key Received On Account Sale Example 26 Indicates money put in the cash drawer Ring up 50 00 to show the beginning cash in drawer amount for the day To receive monies on account In the Number keys area press 5000 and then press the key Registering A Department Unit Price Example 27 Assume Department 1 is pre programmed for 1 00 Ring up ...

Page 118: ...a enter the Reference Number 1234567 and then press the key 2 In the Number keys area press 100 and then press the key 3 Press the key Return Sale Example 29 Refund a 1 00 item in Department 1 and refund a 1 50 item three times in Department 1 To ring a return sale 1 Press the key 2 In the Number keys area press 100 and then press the key 3 Press the key 4 In the Number keys area press 3 and then ...

Page 119: ...stitute the key in Step 4 in the example above Use the Error Correct Void Key Example 31 Corrects the last entry rung up during a sale Ring up a 1 00 item in Department 1 then use the Void key to cancel this entry and ring up a 10 00 item in Department 1 to register a new entry To use the error correct void key 1 In the Number keys area press 100 and then press the key 2 Press the key 3 In the Num...

Page 120: ...he Void key Press the Clear key and then continue with the transaction Voiding a Department Preset with a Minus Percentage Discount Example 34 Assume Department 1 is programmed for 1 00 Department 2 is programmed for 2 00 and the RA key is pre programmed for 10 Ring up Department 1 and deduct 10 ring up Department 2 and deduct 10 then void the Department 1 entry with the 10 discount To void a depa...

Page 121: ...fore pressing the RA key 3 Press the key Voiding a Multiplication of a Department Preset Price Example 36 Assume Department 1 is programmed for the price of 1 00 and Department 2 is programmed for the price of 2 00 Ring up Department 1 three times and Department 2 two times then void the Department 1 entry rung up three times To void a multiplication of a department preset price 1 In the Number ke...

Page 122: ... Press the key Voiding a PLU Sale Example 38 Assume PLU 1 is preset for the price of 1 00 in Department 1 Void PLU 1 To void a PLU sale 1 Press the key in the Number keys area press 1 and then press the key 2 Press the key Voiding a PLU Multiplication Sale Example 39 Assume PLU 1 is preset for the price of 1 00 in Department 1 Void PLU 1 three times To void a PLU multiplication sale 1 In the Numbe...

Page 123: ... the key 2 Press the key If the Minus Percentage Discount is not pre programmed type the discount rate before pressing the key 3 Press the key Voiding a PLU Sale with a Plus Percentage Rate Example 41 Assume PLU 1 is preset for the price of 1 00 in Department 1 and the PO key is pre programmed for 10 Void a sale for PLU 1 and add a 10 add on amount To void a PLU sale with a plus percentage rate 1 ...

Page 124: ...g an Entire Sale before Finishing the Sale Example 43 Void an entire sale before you press the Amount Tend Total Enter key Void a sale for a 1 00 item in Department 1 a 2 00 item in Department 2 a 3 00 item in Department 3 To void a sale 1 In the Number keys area press 100 and then press the key 2 In the Number keys area press 200 and then press the key 3 In the Number keys area press 300 and then...

Page 125: ... Printer 57mm alphanumeric thermal printer Ink Source Thermal printer no ribbon or ink needed Paper Supply 2 inch or 57 5 mm wide standard thermal paper Royal Reorder 013127 Memory Battery Protection Roughly 28 days after power interruption Technology CMOS RAM Electrical Characteristics 115V 60Hz 0 40A Operating Temperature 0 40 Degrees Centigrade 32 104 Degrees Fahrenheit Dimensions 12 75 W x 16 ...

Page 126: ...ot installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does cause harmful interference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interfe...

Page 127: ...purchase Your use of the product shall be deemed acceptance of this license GRANT OF LICENSE With the purchase of your product from Royal Royal grants you the right to use the Software which is contained in the product This grant is only for the specific person which has purchased the product In other words the license which accompanies each product is only for one person RESTRICTIONS You may not ...

Page 128: ...ed this Product second hand or used This warranty does not include the replacement of ink rolls ribbons time cards paper rolls or any other consumable or supplies used in the cash register or time clock and consumed through the normal use of the Product This warranty does not include cleaning adjustments parts or repairs required by circumstances beyond the control of Royal including but not limit...

Page 129: ...can call the Royal Corporate Service Center directly at 1 630 315 2603 for shipping instructions and additional information Please retain the original proof of purchase for your records to establish date of original purchase Your warranty starts with the date of original purchase This warranty gives you specific legal rights and you may also have other rights which vary from State to State This wa...

Page 130: ...2 50mm diameter 85 26m long 013127 Protective Keytop Cover 013218 Replacement 4 Slot Bill Tray Drawer Coin Tray not included CD510002 A Replacement 5 Slot Coin Tray CD500002 A Duplicate Cash Drawer 1 set of 2 keys 47300511 Replacement Journal Paper Roll Spindle E16900150 Owner s Manual A710MLIM0606A Model PS700 Barcode Reader 16881W RegisterLink PC based software replacement RLNC RegisterLink seri...

Page 131: ... cash sale without tendering change example 102 change computer 52 changing tax rates 70 charge sale example 102 check the Electronic Journal memory 87 C I D report 83 85 clearing errors 47 clerk names setting 27 system 27 clerk display symbols 12 clerk numbers setting 27 using 29 clerk screen adjust the contrast 21 adjusting 11 navigating 20 clerk system using 29 closing cash drawer 16 codes tran...

Page 132: ...t price 110 registering a reference number 111 return sale 111 split tendering sale 112 tax chart 75 using error correct void key 112 voiding a coupon sale 112 voiding a department multiplication sale 115 voiding a department preset price 113 voiding a department preset with a minus percentage discount 113 voiding a minus percentage discount sale 114 voiding a multiplication of a department preset...

Page 133: ...7 credit keys 40 department keys 32 department names 33 department preset price 35 double wide characters 24 footer messages 24 HALO 36 header messages 24 high amount lock out HALO 36 manager passcode 30 PLU description 42 PLUs with the barcode scanner 43 tax rates 70 tax status 35 Proposition 65 warning 119 Q quick start program confirmation report printing 44 R receipt on demand 66 receipt print...

Page 134: ...ull system clear 97 half system clear 96 partial reset 97 register does not work 95 96 turn the cash register off 16 on 16 U using cash drawer 16 clerk system 29 department number keys 33 displays 19 double wide characters 24 keyboard 13 training mode 67 using error correct void key example 112 V VAT tax system 70 verifying PLU information 65 voiding coupon sale example 112 department multiplicati...

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