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ZLP MANAGER: OWNER’S MANUAL

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7.1.4 CALCULATE AND PRINT THE TOTAL AMOUNTS TO CHARGE TO USERS

The following procedure is used to calculate revaluations:
1.

Selection the period in which to calculate the total revaluations:

Select the Period of the users for which you wish to calculate the total revaluations:

If you want to calculate the total for all the users without taking their period into consideration,
select “All”

Specify whether you want to calculate the total recharge for a specific user or for an interval of

users.

See the "Charge Limit and Period" for an explanation about Period.

Summary of Contents for Loaden plus

Page 1: ...ZLP MANAGER OWNER S MANUAL 1 89 ZLP MANAGER OWNER S MANUAL Release 1 2 USA June 2005...

Page 2: ...ch vollst ndig reproduziert bzw an Dritte ohne die schriftliche Erm chtigung des Herstellers weitergegeben werden der das Alleineigentum besitzt Le fabricant se r serve le droit de modifier sans pr av...

Page 3: ...TRUCTIONS 19 2 4 RECEIVING DATA 19 2 5 PASSWORD 20 3 ZIP LOADER PLUS SETUP 21 4 USER REGISTRATION 25 4 1 ADDING A NEW USER 26 4 1 1 USER ID 27 4 1 2 CHARGE LIMIT AND PERIOD 27 4 1 3 DEPARTMENTS 27 4 1...

Page 4: ...ROM THE SYSTEM 73 10 1 PROGRAMMING ZLP UNIT AND PRICE TABLE 74 10 1 1 TOOL ZLP PRINTER PROGRAMMING KEY 74 10 2 MAIN STATISTICS 76 10 2 1 TOOL MAXI KEY FROM CONNECTOR DB9 BOX32 SOFTWARE 76 10 2 2 TOOL...

Page 5: ...r Plus utilising the optional Ethernet board A correctly configured Ethernet board It will not work on Windows NT Win 98 or Win 95 operating systems 1 2 INSTALLING THE SOFTWARE ZLP MANAGER 1 Access th...

Page 6: ...REQUESTS FOR ASSISTANCE If there are problems with using the system always specify 1 The firmware version installed on the Zip Loader Plus used 2 The Zip Loader Plus Manager software version used you...

Page 7: ...ding of the reports and the revaluation instructions 2 1 CONNECTION VIA 232 485 To connect a ZLP unit to the PC utilising a 232 or 485 connection choose the appropriate option Set the serial port used...

Page 8: ...ware 2 2 1 ETHERNET BOARD CONFIGURATION What s needed to use the Ethernet board 1 PC on which the ZLP Manager has been installed connected to the company network 2 The ZLP unit s Ethernet board connec...

Page 9: ...ZLP MANAGER OWNER S MANUAL 9 89 Select Serial Configuration...

Page 10: ...as shown in the following figure In detail these parameters are 1 Baud rate 57600 2 Data bits Parity Stop bits 8 N 0 3 Hardware handshake disabled 4 TCP bridge port 5555 5 Tcp bridge inactivity timeo...

Page 11: ...he page shown in the following figure appears Select IP Configuration Set the IP Address Netmask and Gateway if necessary with the values given to you by your network administrator see figure below Do...

Page 12: ...ZLP MANAGER OWNER S MANUAL 12 89 Press OK Press Reboot device...

Page 13: ...ZLP MANAGER OWNER S MANUAL 13 89 Press the Reboot key After 30 seconds close the browser The Ethernet board is now programmed...

Page 14: ...89 2 2 2 VERIFYING ETHERNET BOARD CONFIGURATION Once the Ethernet board is configured check that the network settings are correct The procedure is as follows 1 Select Start Run 2 Tap in cmd and press...

Page 15: ...lost packages should be 0 5 If instead there is an output like the one shown in the following figure where the percentage of lost packages is 100 you must recheck the Ethernet baord configuration para...

Page 16: ...board Press OK to confirm It s useful to choose a Machine Code that reminds you of the IP address assigned to the unit itself 4 Repeat steps 1 to 3 for the other units 5 To alter or cancel a unit pre...

Page 17: ...the ZLP Manager sw communicates with more than one machine SINGLE CONNECTION With this functioning mode the system receives the data from just one Zip Loader Plus unit To set this functioning mode 1 C...

Page 18: ...essage appears on the main window s status bar The software starts connecting cyclically to all the registered units downloading all data from them The following message on the status bar indicates wh...

Page 19: ...ect key and the software starts communicating with the Zip Loader Plus unit Each time there is a sale or revaluation using the payroll deduction function2 the ZLP Manager software downloads the transa...

Page 20: ...d then press OK Each time the programme is started the window shown below appears asking you to tap in the password You can change the password any time by tapping in the current one and then entering...

Page 21: ...The procedure is the following 1 Launch the Maxi Key Setup software3 2 Select File New Setup or press key 3 Select Zip Loader Plus and press OK 4 Set the unit parameters as wanted To see what the par...

Page 22: ...9 5 Once the parameters are set save your configuration by pressing the key 6 Press the Export key to export the file to the format used by the Zip Loader Plus Manager software 7 Select the position w...

Page 23: ...WNER S MANUAL 23 89 8 Execute the Zip Loader Plus Manager software 9 Select Connection Transfer Setup on ZLP 10 Select the setup file you wish to transfer to the unit and press open 11 Transfer of the...

Page 24: ...e ZLP unit they will also have to be altered in the Zip Loader Plus Manager software see the ZLP Manager Software Settings section 2 If you modify the Baud Rate parameter in the PC Communication menu...

Page 25: ...y or the Users Database Add User menu a new user can be added to the database Selecting the user and pressing the key or the Users Database Edit User menu the data of a user can be modified Selecting...

Page 26: ...r Plus units 4 1 ADDING A NEW USER Pressing the key or via the Users Database Add User menu a new user can be added to the database For each user it is mandatory to specify 1 Last Name 2 First Name 3...

Page 27: ...Charge Limit value The week begins on a Monday for the system B Fortnightly each fortnight the user can recharge his key up to the maximum amount equivalent to the Charge Limit value The fortnight beg...

Page 28: ...ss OK The Department selected can be modified deleted by selecting the Departments Edit menu If a department is deleted the users associated to it will not be deleted but will not be assigned to a dep...

Page 29: ...ZLP MANAGER OWNER S MANUAL 29 89 b Select the Departments Print menu...

Page 30: ...deduction function can be printed for each user as shown in the following figure To customise both the heading and revaluation instructions access the menu Settings Heading see Customising report head...

Page 31: ...ect the user and press the Edit User key 4 1 6 ELIMINATING A USER A user cannot be eliminated once in the database If a certain user has to be disabled from using the payroll deduction function procee...

Page 32: ...d 999999 This field is mandatory 2 LAST NAME Insert the user s Last name This field is mandatory 3 FIRST NAME Insert the user s First name This field is mandatory 4 PIN This represents the PIN code as...

Page 33: ...od withholding it from salary If not specified in the source file the software assigns each user the value specified in the default section of the Import Users window The value of the Charge Limit is...

Page 34: ...s created Example Suppose you want to insert three users with the following codes Key number Last name First name PIN Department Period Charge Limit 128 Last name1 First name1 Fortnightly 129 Last nam...

Page 35: ...using the procedure described in the following example Example Suppose you want to insert three users with the following codes Key number Last name First name PIN Department Period Charge Limit 128 L...

Page 36: ...NER S MANUAL 36 89 Type in the name with which you want to save the file and select Plain text as file type then press Save The File Conversion window will open Select as Text encoding Windows Default...

Page 37: ...EPARATOR Only one of the following characters can be used as separators TAB The order of fields must be as specified in section 0 3 Save the file using the procedure described in the following example...

Page 38: ...ZLP MANAGER OWNER S MANUAL 38 89 You will notice that only three obligatory fields and an optional field period have been specified Select File Save As...

Page 39: ...LP MANAGER OWNER S MANUAL 39 89 Type in the name you want to save the file and select Text Tab delimited as file type Press Save then confirm the operation with the two messages by pressing OK and Yes...

Page 40: ...be imported 4 2 5 IMPORTING THE SOURCE FILE To import the previously generated file launch the Zip Loader Plus Manager software and select the key Users Database Press the key Import Users The window...

Page 41: ...ed Set the separator based on the one used when generating the files to be imported Example Suppose you want to import one of the files generated in the previous examples Those files contain the manda...

Page 42: ...ZLP MANAGER OWNER S MANUAL 42 89 The result will be the following...

Page 43: ...tatus as shown in the following figure 2 When all the user data have been sent the following message appears Each time the users are transferred to the unit the existing Users Database stored in the Z...

Page 44: ...you wish to transfer the database It is also possible to send a single user at a time This is useful if for instance it is necessary to change the datum of a user Key number Period PIN To do this sel...

Page 45: ...ting the Connection Disconnect menu Activate the interface for programming the parameters this function may also be accessed by selecting the Connection Settings menu or by pressing key F5 Activate th...

Page 46: ...an have the following values o Sales sale with key or cash o Sale with Bonus sale made utilising the bonuses o Reward point sale sale made utilising the reward points o Free sale sale made utilising t...

Page 47: ...f sales is stored it could slow down your computer s performance 5 1 MEANING OF THE USER ID FIELD AND KEY NUMBER There could be some cases where the User ID field and the key number are 0 The meaning...

Page 48: ...menu The following options are available 1 Date the date when revaluation took place 2 Hour the Hour revaluation took place 3 Machine Code the unit on which revaluation took place 4 User ID ID of the...

Page 49: ...ZLP MANAGER OWNER S MANUAL 49 89 The software shows the result of your search If you press the Print key you can print the results of your search...

Page 50: ...the printout also gives the following information 1 Printout date 2 Filter used for the search 3 Total amount of the sales that meet the conditions defined by your search filter 4 The software version...

Page 51: ...rch window you will be able to view your search in an Excel file as shown in the following figure Save the file so you can use it for subsequent processing 5 3 ANALYSIS OF SALES DATA By selecting Data...

Page 52: ...ODUCTS SOLD With this type of analysis and by means of a cake graph you can see which is the top ten most sold products To carry out this type of analysis 1 Select the time interval wanted and if nece...

Page 53: ...d on the machine code selected 5 3 2 TOTAL PRODUCTS SOLD With this type of analysis we can have the total number of pieces sold for each product and total sum cashed To carry out this type of analysis...

Page 54: ...ZLP MANAGER OWNER S MANUAL 54 89 4 Press OK to have the report wanted The name viewed is the same stored in the Zip Loader Plus unit where the sale took place...

Page 55: ...ure the Time Periods parameters in the Zip Loader Plus unit For further details refer to the Zip Loader Plus Owner s Manual The Zip Loader Plus unit determines which shift the reservation applies to i...

Page 56: ...ZLP MANAGER OWNER S MANUAL 56 89 If you select Reservation Excel you can view the same information in Excel format...

Page 57: ...guration 2 Registration of the users in the ZIP Loader Plus Manager software 3 Revaluations management 7 1 REVALUATIONS MANAGEMENT By selecting Data Revaluations Show Revaluations menu or key you acce...

Page 58: ...e Value Total revaluations Value A revaluation viewing filter can be applied by selecting the relative option The possible options are Today Revaluations made today Last 7 days Revaluations made in th...

Page 59: ...e the following options to define your filter Date the date when revaluation took place Hour the Hour revaluation took place Machine Code the unit on which revaluation took place User ID ID of the use...

Page 60: ...ur search the printout also gives the following information Printout date Filter used for the search Total Value of the revaluations that meet the conditions defined by your search filter The software...

Page 61: ...hen use it for subsequent processing 7 1 3 CALCULATING THE TOTAL AMOUNTS TO CHARGE TO EACH USER To access the interface for calculating the total amounts to charge to the users select Revaluations Tot...

Page 62: ...the total revaluations 2 Select the Period of the users for which you wish to calculate the total revaluations If you want to calculate the total for all the users without taking their period into co...

Page 63: ...to charge to each user Full list Revaluations per Users besides the totals to charge to each user the software also views the list of all the revaluations carried out by each user in the period select...

Page 64: ...to charge to each user the same as the one presented in the previous point also produces a report for each user with all the revaluations in the time interval selected If you select the Print key you...

Page 65: ...ew the data in Excel format select the Excel key It is possible to print besides the list with the totals to charge to each user shown in the previous paragraph a detailed list of the revaluations by...

Page 66: ...ZLP MANAGER OWNER S MANUAL 66 89...

Page 67: ...the Log key will automatically open the Log files which were previously memorized during the current work session The following types of errors are memorized 1 Errors in reception of data from the un...

Page 68: ...cur if for example there is a communication breakdown during a data reception phase It may therefore occur that for the sake of certainty the same transaction is sent to the software twice Indications...

Page 69: ...port 2 Importing User Error an error has occurred when importing the user identification Check the data inserted in the source file 8 3 MAINTENANCE TOOLS By selecting the menu Info Debug you can acces...

Page 70: ...r Plus unit Use this function only if a serious system malfunction has occurred Contact technical support first If by chance you inadvertently press the Start key and then you confirm the operation yo...

Page 71: ...ly follow this procedure 1 Close the Zip Loader Plus software 2 Make a backup of the Zip Loader Plus database Access the directory where the Zip Loader Plus software is installed normally C Programs A...

Page 72: ...Import and Zip Loader Plus software 11 It is now possible to use the Zip Loader Plus Manager version 1 0 software If you have already started using the Zip Loader Plus Manager software for example by...

Page 73: ...STATISTICS 10 2 1 Maxi Key DB9 from DB9 connector Software Box32 Data format tradizional box Excel 10 2 2 ZLP printer programming key Data format receipt 10 4 RESERVATIONS IN TWO SHIFTS 10 4 1 Softwa...

Page 74: ...view all the parameters programmed in the system and the price table cash prices key discount level 1 2 3 10 1 1 TOOL ZLP PRINTER PROGRAMMING KEY Data format receipt To enable printing with the progr...

Page 75: ...ZLP MANAGER OWNER S MANUAL 75 89 Example of printing the price list...

Page 76: ...in statistic data 10 2 1 TOOL MAXI KEY FROM CONNECTOR DB9 BOX32 SOFTWARE Data format traditional box Data viewed a sheet is displayed for each machine giving the cash sales key sales recharges histori...

Page 77: ...OWNER S MANUAL 77 89 Data format Excel Data viewed each machine is viewed horizontally on an Excel sheet The information given refers to cash sales key sales recharges and historical data Excel print...

Page 78: ...TOOL ZLP PRINTER PROGRAMMING KEY Data format receipt To enable printing with the programming key see the ZLP Owner s Manual Data viewed cash sales key sales recharges historical data and a list of coi...

Page 79: ...ns 10 3 1 TOOL MAXI KEY FROM CONNECTOR DB9 SOFTWARE BOX32 Data format extended Excel Data viewed each machine is viewed vertically on an Excel sheet The number of pieces sold with cash key discount le...

Page 80: ...ZLP MANAGER OWNER S MANUAL 80 89 10 3 2 TOOL ZLP MANAGER SOFTWARE Data format new format Data viewed searches are possible by key number and time interval Printing example with new format...

Page 81: ...ZLP MANAGER OWNER S MANUAL 81 89 Data format Excel Data viewed searches are possible by key number and time period Excel printing example...

Page 82: ...at receipt To enable printing with the programming key see the ZLP User Manual Data viewed selection names prices and number of pieces sold for cash and key The data printed by the system are those re...

Page 83: ...IN TWO SHIFTS Purpose to print the reservations of the 2 shifts to know beforehand how many meals that day 10 4 1 TOOL ZLP MANAGER SOFTWARE Data format new format Data viewed total reservations by se...

Page 84: ...rmat receipt To enable printing with the programming key see the ZLP Owner s Manual Data viewed total reservations by selection with name The data printed by the system are those referring to all rese...

Page 85: ...Purpose to view the recharges by key number 10 5 1 TOOL ZLP MANAGER SOFTWARE Data format new format Data viewed searches are possible by time period on the total recharges by key number or on the list...

Page 86: ...ZLP MANAGER OWNER S MANUAL 86 89 Data format Excel Data viewed searches are possible by time period on the total recharges by key number or on the list of revaluations by key number Example...

Page 87: ...ZLP MANAGER OWNER S MANUAL 87 89...

Page 88: ...a matter of fact the system can be programmed either to overwrite the memory when it s full reaching 200 or 3 200 transactions or to stop when this limit is reached Receipt examples 9 The system can...

Page 89: ...tools are unable to provide Additional information system errors complete list of recharges using cash total credit in the keys by account 10 6 1 TOOL OPTIONAL 512K RAM AND COLLECTION VIA MAXI KEY FR...

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