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PLU/Inventory Maintenance

SAM500 Reference Manual V1.0

Set the margins as indicated for the SPR-770 printer loaded with 1 ¼” x 2 ¼” labels.
Adjust settings as necessary for other label/printer combinations.

Click the

Set Barcode Properties

button. The

Active Barcode Control Properties

dialog box displays with the

General

tab selected.

Select the

Code type

and set the properties as indicated for the SPR-770 printer loaded

with 1 ¼” x 2 ¼” labels. Adjust settings as necessary for other label/printer
combinations.

Click the

Options

tab and set the properties as indicated.

Summary of Contents for SPS-500

Page 1: ...SAM4s SPS 500 Series SAM500 Reference Manual Version 1 0 All specifications are subject to change without notice 2009 CRS Inc...

Page 2: ...OU WITH REGARD TO THE PRODUCT S TO WHICH THIS MANUAL APPLIES IT IS A WARRANTY FROM THE ENTITY OR INDIVIDUAL FROM WHOM YOU DIRECTLY PURCHASED THE PRODUCT S SUBJECT TO THE FOREGOING UNLESS YOU ARE A DIR...

Page 3: ...ing Menus and Selecting Menu Items 12 Drop Down List Boxes 14 Check Boxes 14 Option Buttons 14 Scrolling 14 Stores 15 Overview 15 Creating a New Store 16 Edit a Store 18 Selecting the Default Store 19...

Page 4: ...eport 63 Cost Report 64 Minimum Inventory by Vendor 65 Physical Inventory By Vendor 66 Physical Inventory by Shelf 67 PLUs by Group Financial 68 PLUS by Group Program Info 68 PLU Sales With Percentage...

Page 5: ...s 93 Structure of Stores 93 File Definitions 94 Structure of Polling Files 95 PLU Structure 97 Troubleshooting Common Problems 98 Hardware 98 Software 98 Cabling Diagrams 100 Cable Pinouts 101 Invento...

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Page 7: ...by other PC applications Program Maintenance Features Upload program files from the station to the PC Download program files to the station from the PC PLU Program screen provides information organiz...

Page 8: ...s then breakdown to sell 12 packs 6 packs and single units This feature allows retailers to maintain the inventory under the largest purchased unit the master PLU while pieces of the master unit sold...

Page 9: ...VGA or SVGA display Windows 98 or above operating system Screen resolution of 800 x 600 pixels US Robotics V 92 56K External Modems are recommended for remote connection by modem for both PC and ECR...

Page 10: ...ion from the ECR to your PC requires a serial port on the PC See Cabling Diagrams on page 100 for more information on cables and connections 1 Load the SAM500 program CD into your CD drive 2 From the...

Page 11: ...s To run the software you must make the following settings S Mode System Options 1 Select SYSTEM OPTIONS from the S MODE MENU 2 Set options 1 4 with the appropriate values note that the store must mat...

Page 12: ...ntly selected at the PORT field to select the port you wish to view or edit 3 Touch the device currently selected at the DEVICE field to select POLLING 4 Verify that the BAUD rate matches the SAM500 s...

Page 13: ...oad features can be accessed 1 Click the Start button click Programs click SAM500 and then click SAM500 exe 2 The SAM500 main screen displays YOU MUST DO THIS FIRST Before you can attempt communicatio...

Page 14: ...ernative to using your mouse you can navigate by typing the shortcut keys on the keyboard Viewing Menus and Selecting Menu Items 1 Point at a menu item with your mouse or type the shortcut key to disp...

Page 15: ...anual V1 0 Introduction 13 Cascading Menus 1 The arrow indicates additional choices cascade from the first menu 2 Move the mouse pointer in the direction of the arrow to display additional choices Arr...

Page 16: ...bars are provided Check Boxes Click on a check box to make a selection Click the check box again to deselect the item Option Buttons Click on one of the option buttons also called radio buttons to ma...

Page 17: ...re any communications or editing can take place NOTE The Track Inventory Selection control is also located on the Stores menu This option controls whether PLUs can be uploaded from the ECR If you are...

Page 18: ...tore menu to create a store You can create up to 255 stores The Create New Store dialog displays 2 Select your connection type Direct Dial Out Modem or Internet The New Store dialog will display with...

Page 19: ...you programmed the store at the register If store numbers do not match you will not be able to communicate with the register From To IRC Range R Enter the IRC range of registers from 1 32 If the regi...

Page 20: ...32 that you are using for communications BAUD Rate R Select the data transmission rate that matches the BAUD setting in the Define Serial Port Parameters S Mode program at the SPS 500 Download PLUs Af...

Page 21: ...ay in the Default Store field All editing and programming will pertain to the selected working store Deleting a Store 1 Choose Delete from the Stores menu to delete the working store from you hard dri...

Page 22: ...e default configuration Keep the Track Inventory check box selected if you are using the inventory management feature of SAM500 With the box selected the Add Inventory function of SAM500 is activated...

Page 23: ...standalone SPS 500 through the register s keyboard SAM4s SPS 500 programming options are not detailed in this manual Follow the instructions on the screen or refer to the SAM4s SPS 500 Program Referen...

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Page 25: ...and Status Groups 1 Choose P Mode Programming PLU and then PLU and Status Groups from the Edit ECR Data menu The PLU Programming window displays 2 Select the PLU you wish to edit from the PLU String L...

Page 26: ...options 4 Use the command buttons at the bottom of the window to edit add delete maintain the vendor file or exit the window Button Function Click Exit to close the PLU Programming window and save cha...

Page 27: ...PS 500 Program Manual You must select EDIT PLU before you can change existing values Note For double wide characters hold down the Ctrl key type W then type the character you wish to program Descripto...

Page 28: ...re Field Description Quantity on Hand The expected quantity on hand is maintained in both Lot and Pieces Lot refers to the purchase unit that may be broken down into pieces for individual sale For exa...

Page 29: ...can print barcodes from the Barcode tab to your default printer The label will print to the label size selected in barcode properties settings For best results use a label printer such as the Samsung...

Page 30: ...rinter combinations 4 Click the Set Barcode Properties button The Active Barcode Control Properties dialog box displays with the General tab selected 5 Select the Code type and set the properties as i...

Page 31: ...the Change Font button and select the font size and style for the print of the bar code number 8 Click OK to accept the settings and view the bar code as specified 9 Click the Print this Barcode butt...

Page 32: ...story tab NOTE If the operator clears some of the poll files sales history will also be cleared Field Description Purchase History Grid of historical stock entries from add inventory function Sales Hi...

Page 33: ...st you in setting a large number of PLUs with similar option settings Field Description Copy This PLU To Enter the number of the PLU you want displayed PLUs attributes copied to From PLU Enter the beg...

Page 34: ...Groups tab contains the options available for each PLU Status Group Edits made here can be downloaded to the terminal Refer to the SPS 500 Program Manual Note For double wide characters hold down the...

Page 35: ...s and fields maintained in the SAM500 application i e costs and vendors The vertical scroll bar allows you to view all PLUs in the file The Status column provides indication of the PLU status in SAM50...

Page 36: ...displays After loading the PLU Price Fast Edits window displays The PLU Price Fast Edits window provides a PLU view similar to the Edit PLU File by Grid window except that only price fields are displa...

Page 37: ...he PLU Maintenance window 2 To edit an existing vendor file select the Vendor ID or Vendor Name from the drop down list box Click Edit Vendor to open fields for entry 3 Click Add Vendor to open a blan...

Page 38: ...rtable data terminal using either Metrologic ScanPal or Optimus8 terminals can be uploaded to your PC and accessed from the By item inventory adjustment window Add Inventory by Item 1 Choose P Mode Pr...

Page 39: ...sequential order number To Change Retail Prices You can change retail prices without going to the PLU and Status Groups programming screen Here you can adjust prices when you are adding inventory Sel...

Page 40: ...ect the order you wish to recall and click the Load Existing Order button Add Inventory from a Portable Data Terminal File 1 Click the Get Data From Scanned File command button 2 From the Open dialog...

Page 41: ...re PLU stock is less than the minimum inventory level the fields are highlighted red for easy identification 4 Add stock or stock orders by clicking in the appropriate field in the Order column Enter...

Page 42: ...by Vendor ID PLU or Descriptor This is useful if you have only a few vendors with many items Sorting by descriptor may make it easier to find a specific 5 Add stock or stock orders by clicking in the...

Page 43: ...R Data menu 2 Select the order date consecutive number from the Open Orders drop down list box 3 Click Load An Open Order The suspended order displays 4 Edit previous entries or add additional invento...

Page 44: ...pen department then inventory could be updated manually here so that inventory levels remained accurate 1 Choose P Mode Programming PLU Add Inventory and then Add PLU Sales from the Edit ECR Data menu...

Page 45: ...e DOS Editor or Notepad to look at BAD PLU These are the records that you will have to re enter Before you proceed copy the PLU PDS and SLD files to a safe folder to avoid over writing them You may ne...

Page 46: ...polls successfully but inventory is not successfully updated Use caution if you choose to use this routine It is possible to update inventory for a polled file that has already updated inventory 1 Se...

Page 47: ...functions are not part of the Inventory feature in the SAM500 software They are used to adjust stock counts on items when stock is being tracked at the ECR Scroll to the items you wish to add a Stock...

Page 48: ......

Page 49: ...SAM500 Reference Manual V1 0 Communications 47 Communications Choose Communications from the Main menu to initiate communications with the SAM4s SPS 500...

Page 50: ...h Poll 1 at the defined time If not selected polling is manual and will begin immediately Poll All Stores O Select the Poll All Stores checkbox to poll all stores If not selected enter an individual s...

Page 51: ...u to send program information from the working store to the ECR of the working store 2 From the DOWNLOAD dialog box select the program components you wish to send to the ECR Check Select All for all c...

Page 52: ...or the working store When you execute this function any program data that was on the hard disk previously will be overwritten by the new data 2 From the UPLOAD dialog box select the program components...

Page 53: ...type of report X1 Z2 etc When you have located the field for the specific report you wish to edit open the list box by clicking on the appropriate arrow Select Print from the list box if you wish to...

Page 54: ...X X X X PLU X X X X X X X X X X Daily Sales X X Groups by TP X X X X X X X X X X Eat In by TP X X X X X X X X X X Take Out by TP X X X X X X X X X X Drive Thru by TP X X X X X X X X X X Track1 by TP...

Page 55: ...0 Print 53 Print Choose Print from the Main menu to access the printing utilities described below You cannot edit data on any of the data fields viewed through the Print menu Reports will print at the...

Page 56: ...Select the polling date from the drop down list box Zero Skip O Select the Zero Skip check box if you wish totals with zero values skipped Note When zero skip is selected and Employee and Time Keepin...

Page 57: ...00000000000000000000000 IRC 11000000000000000000000000000000 Z1 PLU 05 16 2008 13 04 PLU DePromo Waste Count1 Amount1 Count2 Amount2 PLU000000 0 0 1 0 0 0 PLU000000 0 0 1 0 0 0 PLU000000 0 0 1 0 0 0 P...

Page 58: ...y Poll dialog box displays 3 Select the date and keylock position for the report you wish to view print 4 Click the Load Table button to view the selected report 5 Click on a column to sort Click agai...

Page 59: ...s Downloads or Polling to display the appropriate log file The Log File Report dialog box displays 2 Select the file date from the drop down list box 3 Click the Load Table button to view the selected...

Page 60: ...y and print out the inventory file of the working store The Print Inventory Report dialog box displays 2 Click the Load Grid button to view the file 3 Click the Zero Skip check box to view only items...

Page 61: ...range of PLUs you with to display and print by entering values into the From PLU and To PLU boxes The screen defaults to display values from the first to the last PLUs in the file Click the Load Grid...

Page 62: ...om the Available Stores box to add to the consolidated report 3 Click Load Table to load the consolidated store report 4 Click Grid Lines to toggle between displaying grid lines on the table and not 5...

Page 63: ...nt a list of PLUs that have been collected in the SPS 500 not found PLU file and polled Items are entered in the file when a PLU is entered or scanned and the item is not in the PLU file The Not Found...

Page 64: ...or each inventory item 2 Click Print Grid to print the report 3 Click Save Data to save the grid in Excel xls format 4 Close the window to return to the main menu Field Description PLU PLU number and...

Page 65: ...tments i e Stock Transfer In Transfer Out Promo or Waste for a selected period of time 2 Select the store from the Stores drop down list box 3 Select the From Date and To Date for the report 4 Select...

Page 66: ...margin percentage based upon the current selling price 2 Click Print Grid to print the report 3 Click Save Data to create an Excel xls file 4 Close the window to return to the main menu Field Descrip...

Page 67: ...port 4 Click Print Grid to print the report 5 Close the window return to the main menu Field Description Vendor Prod Vendor Product ID set on the Edit ECR Data Inventory PLU Inventory tab Descriptor P...

Page 68: ...the vendor from the Find Only This Selected Vendor drop down list box 3 Chose a sorting method by clicking the Sort By Vendor PLU or Sort By Vendor Descriptor button 4 Click Print Table to print the...

Page 69: ...specific shelf enter the shelf in the Find Only This Shelf field 3 Chose a sorting method by clicking the Sort By Shelf PLU or Sort By Shelf Descriptor button 4 Click Print Grid to print the report 5...

Page 70: ...eport type from the drop down list boxes Click Load Totals to display the report 3 Use scroll bars to review the report and or click Print Grid to print PLUS by Group Program Info The program is usefu...

Page 71: ...Manual V1 0 Print 69 PLU Sales With Percentage Choose PLU Sales With Percentage to Displays the PLU report with Count Amount and Percentage of sales Click the Print button will send this report to you...

Page 72: ...0 Changed PLU Report This report lists PLU s that have been changed in some manner This may be useful for users who forget if they made PLU changes or who may be uncertain as to which PLU s they have...

Page 73: ...71 Remove Overview Choose Remove from the Main menu to access the utilities described below Old Poll Files 1 Choose Old Poll Files from the Utilities menu to delete unwanted poll files The Remove Old...

Page 74: ...dow to return to the main menu Log Files Upload Download Poll 1 Choose Log Files Upload Download Poll from the Utilities menu to delete unwanted log files The Remove Old Log Files dialog box will disp...

Page 75: ...SAM500 Reference Manual V1 0 Utilities 73 Utilities Overview Choose Utilities from the Main menu to access the utilities described below...

Page 76: ...ual V1 0 Display Memory Allocation 1 Choose Display Memory Allocation from the Utilities menu to display the memory allocation of the store s ECR Note No Editing is allowed on this screen 2 Close the...

Page 77: ...se Copy a Store from the Utilities menu 2 Select the store that you wish to copy from by clicking the Default Store field drop down list box 3 Enter the name of the store you wish to create in the New...

Page 78: ...e from the Utilities menu 2 Select the store that you wish to copy the PLU file from by clicking the Default Store field drop down list box 3 Select the name of the store you wish the PLU file copied...

Page 79: ...tween Stores In Poll from the Utilities menu The Pause In Polling dialog box displays 2 Enter the number of seconds you wish to pause in the field provided up to 4 digits 3 Close the window to save ch...

Page 80: ...hen SAM500 is executed Select the second check box if you wish to close SAM500 automatically when polling is completed 3 Close the window to return to the main menu 4 Close SAM500 and then restart it...

Page 81: ...connections set up in your PC should display for you to choose from 4 Type in your Outgoing Mail Host Name SMTP in the appropriate location See Determining the SMTP on the next page If you have troub...

Page 82: ...he PC desktop click Start and then Programs 2 Click on Outlook Express 3 Click on Tools 4 Click on Accounts 5 Click on Mail The Internet Providers name will appear if it is active 6 Click on Propertie...

Page 83: ...lected store displays 2 Enter a value of 1 to 9 Close the window to return to the main menu Backup Poll Data Files This utility allows you to back up poll files to another drive 1 Choose Backup Poll D...

Page 84: ...Choose Delete Inventory History from the Utilities menu The dialog box for the selected store displays 2 Enter the year you wish history deleted in the Delete Inventory History field 3 Click Start Del...

Page 85: ...reset the inventory level to the result This is done for all inventory items at the same time 1 Choose Reset Inventory to History from the Utilities menu Notes Scroll through the PLU list to view the...

Page 86: ...sical Inventory Comparison compares all PLUs Requirements In order to compare files the external file must have the following characteristics The name of the file must be COLLECT DAT The file COLLECT...

Page 87: ...Click Open 4 The Response Dialog displays Click Yes 5 Click Yes The scanned information will now display 6 Click the Print Grid Button to print the spreadsheet to your default printer Notes When you c...

Page 88: ...m the Utilities menu 2 Follow the instructions in the green box on the screen 3 Enter quantity for the master PLU in the New Master PLU Count box 4 Enter quantity for child PLU s in the New Physical C...

Page 89: ...a day all of the reports will append to the same report file When you run the Convert1 all of the reports will be in one date stamped CSV file 03032008 CSV Click Convert2 to save report files individ...

Page 90: ...ram information into the SD reader on the PC running SAM500 2 Open SAM500 and select the store you want to import the PLU file to 3 Choose Import Register PLU File from the Utilities menu The dialog s...

Page 91: ...SAM500 Reference Manual V1 0 Utilities 89 8 Click Yes If the selections made all match you will see the following Processing message 9 When complete the dialog reports the process is finished...

Page 92: ...2 you can copy PLU prices from any of the five price levels to any of the levels 1 Choose COPY PLU Price Levels from the Utilities menu The dialog box for the selected store displays 2 Select copy op...

Page 93: ...r quad key tops for raised keyboards Simply click the cell that you want to edit and type the description Use the buttons at the bottom to format the font and cell background color To change the color...

Page 94: ...92 Utilities SAM500 Reference Manual V1 0...

Page 95: ...directory under the directory SAM500 for the store If you create a store named BIGBOYS the following will be created 1 A directory named SAM500 STORES BIGBOYS This directory holds all the programming...

Page 96: ...ting KVR Logo message LOM Level modifier LVM Macro MAC Memory allocation MEM Not found PLU NFP NLU NLU Non PLU programming NPC Payrate PAY Printer driver PDV PLU index PL1 Temporary PLU file used in u...

Page 97: ...ate a forward slash and the time in hours minutes and seconds The last line of the entire session will be saved as SESSION END The last three characters of the line is ASCII character decimal 17 a lef...

Page 98: ...of the two elements X1 Groups and X1 CLERK Your file SAM500 BIGBOYS POLL 09232004 POL should look like this BIGBOYS 09 23 1996 20 12 59 X1 GROUPS 09 23 2004 20 13 COUNT TOTAL Group 1 0 00 0 00 Group...

Page 99: ...ge 91 1 CHECK Print NV Image 92 1 CHECK Price Halo 1 93 8 N 2 Price Level 1 101 2 N Price Halo 2 103 8 N 2 Price Level 2 111 2 N Price Halo 3 113 8 N 2 Price Level 3 121 2 N Price Halo 4 123 8 N 2 Pri...

Page 100: ...cted Computer Software 1 Install SAM500 a Verify that the hardware key is in place Software can be installed on a PC without the key but it can be used for program save load only 2 Create a new store...

Page 101: ...load information from the ECR Refer to Receive Programs from ECR Upload on page 50 1 Start by uploading the memory allocations do this by going into communications and entering receive data or upload...

Page 102: ...Laptop that has no serial port you must use a USB to Serial adaptor as shown above CRS offers a USB to Serial adaptor from Perle that has been tested and is known to work with SAM polling software pro...

Page 103: ...XD3 DTR4 GND5 DSR6 RTS7 CTS8 VCC9 1DCD 2RXD 3TXD 4DTR 5GND 6DSR 7RTS 8CTS 9RI Part 522124 SAM4s Modular RJ 45 PC DB 9F DCD1 DSR2 TXD3 RXD4 RTS5 CTS6 GND7 DTR8 1DCD 2RXD 3TXD 4DTR 5GND 6DSR 7RTS 8CTS 9...

Page 104: ...ll do the following 1 Open the INVZ1 POL file 2 Read each PLU line 3 Lookup the PLU in the PLU database 4 Enter the totals into the Sales history file 5 Deduct the totals from inventory If everything...

Page 105: ...f you can determine the balance of the line Chances are the first PLU didn t complete all its information You might have enough characters to look at to determine the date and PLU number Write down wh...

Page 106: ...ter inventory in the appropriate quantities Summary For example a retailer may purchase only cases of 24 twelve ounce Coke cans then re package 12 packs and also offer single cans for sale The master...

Page 107: ...up PLU Inventory Tab Enter the number of pieces cans in the lot case Enter 4 Character Descriptors for the Lot and Piece in this example case and can The Master PLU keeps accurate inventory by lot and...

Page 108: ...SAM500 Reference Manual V1 0 Child PLU Setup Enter the number of the Master PLU where inventory records are kept Enter the number of pieces cans that should be deducted with the sale of each unit 6 P...

Page 109: ...is still 100 cases some of the cases are just broken down Throughout the day the retailer sells 19 full cases of Coke 11 12 Packs and 28 single cans of Coke At the end of the day the manager polls a Z...

Page 110: ...ery accounts record fields and purchase information are displayed Records can be added edited as they would be at the SPS 500 register 3 If you wish to access the delivery records with another program...

Page 111: ...SAM500 Reference Manual V1 0 Appendices 109 4 The delivery file will appear in Excel as the sample below ready for use by Microsoft Office mail merge or other applications...

Page 112: ...110 Manual Revision Record SAM500 Reference Manual V1 0 Manual Revision Record Edition Date published Revision contents V1 0 11 18 2009...

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