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SAP-6600/4800II & SAP-630/SAP-530

 

Sam4POS  

Operator Manual 

 

   

 

 

 

 

 

Sam4POS Operators Manual v2.33 

 

All specifications are subject to change without notice. 

2017, CRS, Inc. 

Summary of Contents for SAP-6600

Page 1: ...SAP 6600 4800II SAP 630 SAP 530 Sam4POS Operator Manual Sam4POS Operators Manual v2 33 All specifications are subject to change without notice 2017 CRS Inc...

Page 2: ...S THESE PRODUCT S CRS INC SPECIFICALLY DOES NOT WARRANT THAT THE OPERATION OF ANY DRIVERS SOFTWARE OR PROGRAMMING PRODUCTS LICENSED HEREUNDER WHETHER EMBEDDED IN PRODUCTS OR PROVIDED AS SEPARATE PROGR...

Page 3: ...inched out of place or frayed wiring Do not change the spacing between components and the printed circuit board Check the AC power cord for damage Make sure that leads and components do not touch ther...

Page 4: ...the instrument chassis ground before connecting the positive lead always remove the instrument s ground lead last Precautions for Electrostatically Sensitive Devices ESDs 1 Some semiconductor solid st...

Page 5: ...16 SAP 4800 II Connection Panel 17 Rear VFD Display optional 18 SAP 630 SAP 530 19 Side Connections 20 Rear Customer Display 20 SD Memory Card Slot 21 Connection Panel 21 Control Lock 22 Control Keys...

Page 6: ...9 Clock In 49 Register Mode Time In Out 49 Main Sign On Screen 50 Clock Out for Break 51 Clock In from Break 51 Clock Out for Day 51 Registering PLU s Items 52 Preset PLU s 52 Open PLU s 52 Code Entry...

Page 7: ...ge Quantity 73 Discounts Coupons Surcharges 74 Sale Subtotal Discounts 74 Open Percentage Sale Discount 74 Preset Percentage Sale Discount 74 Open Amount Sale Coupon 75 Preset Percentage Sale Coupon 7...

Page 8: ...raft 95 Void Transaction 96 Sample Merchant and Customer Draft 97 Advanced Operations 98 Overview 98 Training Mode 98 Training Mode Program Notes 98 Modifier Keys 99 Using Modifiers 99 Quick Service O...

Page 9: ...List Paid Example 138 TIP Gratuity Entry 139 Void Sales 140 Using the Table Map 141 Table Map Program Notes 141 Table Map Operations 142 Opening a Table 143 Entering Table Guest Counts 143 Storing th...

Page 10: ...romotion Report 184 EJ Report 185 Product Mix Report 188 Inventory 189 Cash Declaration 190 Input Amount 191 Input Count 191 Calendar Report View 192 End Of Day 193 End Of Day Sub Menu Reports 196 End...

Page 11: ...e to Existing Items 233 Default Item 234 Remove Default Item 234 Menu Icon 235 Printing Labels from PLU 236 Quick PLU 238 Quick PLU Edit Existing PLU 238 Quick PLU Add New PLU 240 Employee File Mainte...

Page 12: ...y Entry 263 Post Authorization 264 Parameter Download 264 Get Gift Card Balance 265 EMV Voucher for EBT 265 Test Mode 265 Self Initiated Load 266 Diagnostics 267 Clear EMV File 268 Zero Auth 268 Impor...

Page 13: ...uthorization Terminals or Stations within a network can have different settings and operating screens Hardware The SAM4s SAP 6600 II touch screen terminals have a 15 LCD with Projected Capacitive Touc...

Page 14: ...ematic Ventilation Holes Meets IP55 Standards for Exposure to Dust Waterproof Front Panel Superior Serviceability and Ease of Installation Optional o Integrated 2 Line by 20 Character VFD Customer Dis...

Page 15: ...tional o Charging Dock I O 5V Charging Two USB V2 0 4GB Max o Smart Dock Cash Drawer 24V Power In Two RS232C Ethernet Three USB V2 0 4GB Max Software Sam4POS from SAM4s is an entry level POS solution...

Page 16: ...and communication cable routing Your authorized dealer can provide detailed power specifications for these applications Failure to implement installation requirements for networked systems may cause...

Page 17: ...upply in referencing digital logic Therefore networked POS systems require isolated dedicated ground circuits to insure proper operation CRS recommends POWERVAR ground guard conditioners for network a...

Page 18: ...me the connections and controls may vary on the different terminals SAP 6600 Standard 3 Track Front Facing Magnetic Card Reader MCR Power Button located on the bottom right of the touch panel Standard...

Page 19: ...oltage selectable in BIOS Audio Line Out port Four v3 0 USB Ports on I O Two on rear side I O LAN Port RJ45 10 100 1000 Base T VGA Port DB15F for second display Maximum resolution 1920 x 1200 Power Co...

Page 20: ...16 Introduction Sam4POS Operators Manual v2 33 SAP 4800II Retired Standard 3 Track Magnetic Card Reader MCR Power Button Located on the bottom of the touch display Break out tabs for cable management...

Page 21: ...Sam4POS Operators Manual v2 33 Introduction 17 SAP 4800 II Connection Panel A COM4 Powered B USB 2 C Drawer 1 D Drawer 2 E LAN F COM2 Powered G COM1 Powered H COM3 Powered I DC In Power Input...

Page 22: ...roduction Sam4POS Operators Manual v2 33 Rear VFD Display optional Available as an option on the SAP 6600 SAP 4800II Optional Rear VFD Display USB Ports 2 SD Card Access Break out tabs for cable manag...

Page 23: ...hown with Flat Keyboard Raised Keyboard Style also available Optional MCR Magnetic Card Reader 3 Thermal Receipt Printer USB Port 7 position Mode Key Lock 9 7 Operator Touch Display The Power LED will...

Page 24: ...l for the optimum viewing angle Customer Display Power Chord Access panel for Integrated MCR connection Rear Customer Display The SAP 630 SAP 530 terminals come equipped with an integrated rear VFD cu...

Page 25: ...al and can be used to Load Application Program Updates Save Load Program Settings Load Graphic Images Save Screen Captures Connection Panel Front USB port located behind access door for keyboard USB m...

Page 26: ...d Of Day use to read register reports reset and or print reports P Program Mode use to program the register S MODE Not used Note Before performing any operations in the register mode a clerk must be s...

Page 27: ...key Use the default password 1 and touch enter to log in the first time You must sign on to be able to operate the Sam4POS in any mode key position Time In Out operations can also be performed from t...

Page 28: ...The register mode operator screen is divided into different zones to facilitate regular sales transactions Review the Register Mode Screen Zones table on the next page for details about each zone E D...

Page 29: ...s PLU multiplication entries clear current value entered or back up remove previous numeric entry D MLU Menu Look Up selection keys are used to access various screens for registering categories of ite...

Page 30: ...ne for normal operation License Info Notes Green Checkmark Normal license is active Yellow Checkmark License Expiring Soon Within 30 days Red Checkmark Expired or No License Will also display red when...

Page 31: ...employee Must be enabled in System Option Touch this icon to display Time In Out info Sign on info Sign Off Additional selections below appear only when then Authority Level is set Employee Report Em...

Page 32: ...can be set in Options System Option Memo icon Opens the Memo Notepad Team Viewer Available with appropriate authority level setting or manager approval allows access to the Team Viewer application for...

Page 33: ...er mode icon or turn mode key to REG 3 Press the APP Launcher Utility Information icon to access the Memo icon 4 Press the Memo Icon to view or add notes 5 On the note pad that displays Press the Add...

Page 34: ...Utility Information icon on the register screen title bar Team Viewer is a remote access utility that can be used to remotely support the SAM4POS application The Team Viewer Quick Support application...

Page 35: ...all other MLU screens can provide up to 56 single size key locations in a 7 x 8 matrix These keys can be configured as Large wide and vertical keys unused locations may be hidden from view Key backgr...

Page 36: ...n REGISTER MODE allowing for the screen size to be edited 2 Press the Gear icon to change the size of the sale display 3 Press and drag in the white area next to the save icon to expand the sale displ...

Page 37: ...displays for managers to quickly see selected report information Refer to Summary Reports in the REPORTS section on page 160 for details about using the Summary Reporting Cash Declaration is also prov...

Page 38: ...select specific reports for specified employees as per the filters and options selections When the End Of Day report is generated all report information is updated and all report data is available for...

Page 39: ...es Operations set as Manager Required can be completed only after the correct password is entered Password Notes The default password for access to the Report Mode and Program Mode is 0 meaning no pas...

Page 40: ...es to initial clear the SAM4POS terminal 2 The Notification dialog below is displayed 3 Press YES to proceed with the initial clear or press NO to exit without the initial clear 4 Sign on to the Sam4P...

Page 41: ...s icon to display the terminal License information Green Checkmark Normal license is active Yellow Checkmark License Expiring Soon within 30 days Red Checkmark Expired or No License Will also display...

Page 42: ...oll keys Used for navigating long lists Single arrow keys scroll Up Down one page at a time the double arrow scroll keys go to the Beginning End of the list Sort menus displays current setting for the...

Page 43: ...ING Use the CHECK CASHING key to exchange a check for cash outside of a sale CURRENCY CONVERSION Used to convert and display the value of the transaction in foreign currency Only cash tender is allowe...

Page 44: ...es the manager might want to control the KP routing manually Also a single item or large order might be required to be sent to a different printer than normal Select STAYDOWN or POP UP To operate befo...

Page 45: ...e quantity of a registered item in the current transaction RA Received on Account is used to add cash check or miscellaneous media into the drawer REAL KEYBOARD Used on the SAP 630 530 terminals to al...

Page 46: ...inside or outside a transaction STORE TABLE The check tracking system maintains balances and the entire transaction in the register memory Touch the STORE keys to store a check tracking transaction T...

Page 47: ...CASH Use CASH to finalize or tender cash sales Change is computed when the amount of cash tendered is greater than the amount of the sale Separate CASH Keys can be created for specific speed tender ke...

Page 48: ...s guest check is not the original person who started the guest check DISCOUNT ON THIS ITEM IS NOT ALLOWED The preceding entry is not discountable product is not available for discounting DO NOT ALLOW...

Page 49: ...that still has sales counts and stock amounts The PLU must first be reset and cleared from all Z Mode reports OFF LINE Indicated the IRC communications have gone offline OPEN A CHECK FIRST This regist...

Page 50: ...entry TENDER AMOUNT REQUIRED The current tender operation requires an amount entry prior to registration THIS CHECK IS ALREADY OCCUPIED BY OTHER TERMINAL THIS FUNCTION IS INACTIVE The function key to...

Page 51: ...OUR OPERATING CODE OR SWIPE YOUR CARD displays above the entry pad 1 From the Main Sign On screen Type the employee operating code 2 Touch ENTER The main menu selection window displays On the SAP 630...

Page 52: ...to return to the main sign on screen Clerk Interrupt If allowed in General Option programming a different employee can sign on to the terminal while a transaction currently being processed by another...

Page 53: ...e employee will sign on with their employee clock in code which may be different than the employee operating code Employees could also be set to clock in using the MCR in the authority level programmi...

Page 54: ...on screen 1 From the Main Sign On screen Tap the Time In Out button at the top of the number entry dialog so it is selected as shown below 2 Enter the employee clock in code and touch the ENTER butto...

Page 55: ...time for the break time is displayed 3 Touch OK to complete the clock out for break Clock In from Break 1 Enter the employee clock in code and touch the TIME IN OUT function key to display the clock i...

Page 56: ...mply scan the item barcode to register the item Input the price at the prompt and press ENTER Age Restricted PLU s Age restricted item such as tobacco products or liquor products can be set to require...

Page 57: ...e up to 8 digits without the decimal touch the PLU to override the preprogrammed price Price Level Shift The current price level can be selected by price level key or automatically selected by the tim...

Page 58: ...ansaction the note will display at the top of the transaction detail in the register mode 1 If a destination key that has a Linked Note defined is pressed the Input Note dialog will display Alternatel...

Page 59: ...4231 Mall Court St Paul Minnesota PH 123 456 7890 Web www alsdiner net 11 11 2021 01 22 PM THU Order 052 Note Tent 15 1 4 lb Burger T1F 6 99 Monte Cristo T1F 8 99 Reg Coke T1 1 25 Lg Sprite T1 1 25 TA...

Page 60: ...tom Alpha Text message up to 40 characters in the DESCRIPTION field top line the using the alpha keyboard overlay Press OK The message is displayed and will be printed with the order Use Alpha Text De...

Page 61: ...erations 57 5 Press OK The message is displayed and will be printed with the order Alternately you can select a pre defined Alpha Text message as defined in the Message programming Refer to Program Mo...

Page 62: ...lect the desired message category from the list 4 Next select the desired message from ITEM S the message list 5 Choose the position and print setting then press OK 6 The selected message is saved and...

Page 63: ...ipt with Alpha Text Coffee Shoppe 1234 Mall Court St Paul Minnesota PH 123 456 7890 Web www coffeeshoppe net 03 11 2019 09 38 AM MON ORDER 074 Product no seat Lg Coffee CREAM SUGAR IRISH CREAM _______...

Page 64: ...scriptor price for the item You can also choose to Register the item will be added in the sale Press OK to close the price Check dialog without registering the item Edit the PLU Description and or Pri...

Page 65: ...SCALE key Scale items could also be set to automatically get the scale weight and register the item Scale PLU Program Notes See Program Mode Programming PLU PLU Status Group The following options affe...

Page 66: ...Weight A tare is the amount of weight accounted for by the container or packaging By entering a tare weight as required by law in some areas the weight of the container is subtracted and only the true...

Page 67: ...ce the item in the container on the scale 2 Touch the SCALE key to display the weight 3 Touch the TARE ENTRY drop down 4 Select the appropriate Tare from the list the weight displays minus the tare 5...

Page 68: ...scale 2 Touch the SCALE key the weight is displayed 3 Touch the Open TARE ENTRY field Place the cursor to the right of the digit you want to enter 4 Enter the Tare weight Note that the weight displays...

Page 69: ...This key will remove the cost of the item from the sale but not the count In the case of by two get one free the count remains three items but the customer is only charged for two 1 Register the item...

Page 70: ...E key For example enter 2 X TIME 2 Enter the quantity of the group price press the X TIME key For example if the items are priced 3 for 1 00 enter 3 X TIME 3 Enter an amount on the ten key pad For exa...

Page 71: ...price press the X TIME key For example items are priced at 3 for 1 00 enter 3 X TIME 3 Enter an amount on the ten key pad For example if the items are priced 3 for 1 00 enter 4 1 0 0 5 Press the PLU I...

Page 72: ...ture must be enabled in General Option programming to allow this operation The Not Found PLU entry may be restricted to Manager Required operation 1 When a PLU that is not in the PLU file is scanned a...

Page 73: ...xes to add the tax on the item selected Exempt Tax on an Entire Sale Occasionally you may need to exempt tax from an entire sale For example you might remove all state and local taxes when you sell me...

Page 74: ...function to completely abort a transaction in progress No totals or counters are updated for items registered prior to cancelling a transaction Cancel cannot be used after tendering or finalization E...

Page 75: ...t Item Consolidated Items When like items are consolidated touch the SPLIT ITEM key to separate items for separate seat assignment or split checks 1 Touch the consolidated item you wish to split 2 Tou...

Page 76: ...split the cost of the item into equal portions 1 Select the item in the sale you wish to split 2 Touch SPLIT ITEM to split the items The SPLIT ITEM dialog displays 3 Enter the number of portions you...

Page 77: ...or example The customer ordered six beers but the operator incorrectly entered in 9 X Time Beer instead of entering 6 X Time Beer To correct this 1 Highlight the item with the incorrect quantity on th...

Page 78: ...ntage allow override of the percentage or to allow override of the percentage in X mode only If the key is an item discount surcharge function net the item total or not If the key is a subtotal amount...

Page 79: ...ch SUBTOTAL 3 Touch the Sale Coupon key 4 Finalize the transaction Do It Discount This operation allows the cashier to accept a short tender amount as full payment for the sale The short amount is aut...

Page 80: ...centage Item Discount To deduct a preset percentage discount from an item 1 Register the items 2 Touch the item to be discounted 3 Touch the Preset Item Discount key 4 Finalize the transaction Open Am...

Page 81: ...he Open Surcharge key 5 Finalize the transaction Preset Percentage Sale Surcharge To add a preset percentage surcharge to a sale 1 Register items 2 Touch SUBTOTAL 3 Touch the Preset Surcharge key 4 Fi...

Page 82: ...n table Multi Buy The Multi Buy discount situation takes place where the merchant offers an amount or percentage discount when a specific combination of items is purchased or offers the items at a fix...

Page 83: ...t a specific coupon discount to apply The Promotion function key is used to select and apply the appropriate discount Key Sequence 1 From the REGISTER MODE register items associated with the promotion...

Page 84: ...um charge limits tendering requirements rules tax exemption rules and validation requirements Operation sequences will vary depending upon the situation To accept a miscellaneous tender payment Regist...

Page 85: ...t with your installing dealer to verify that food stamp programming is set to correspond with food stamp merchant rules in your area TO COMPLETE A FOOD STAMP TRANSACTION 1 Register all items you wish...

Page 86: ...er amount tendered in foreign currency and press or touch CASH Note that change is computed in home currency Sam4POS 12345 City Street Hometown USA 55555 2018 02 12 15 43 MON ORDER 123 POS 1060 PRODUC...

Page 87: ...Close the previous day s batch before beginning a new sales day The new batch is opened when the previous batch is closed 1 Register a normal transaction 2 Touch the appropriate MISC TEND key At the r...

Page 88: ...INVOICE 15 REFERENCE 1002 AUTH CODE 02545A AMOUNT USD 10 99 TOTAL USD 10 99 APPROVED THANK YOU I AGREE TO PAY THE ABOVE TOTAL AMOUNT ACCORDING TO CARD ISSUER AGREEMENT MERCHANT AGREEMENT IF CREDIT VOU...

Page 89: ...02 AUTH CODE 08151A AMOUNT USD 10 99 TIP USD ________________ TOTAL USD ________________ APPROVED THANK YOU I AGREE TO PAY THE ABOVE TOTAL AMOUNT ACCORDING TO CARD ISSUER AGREEMENT MERCHANT AGREEMENT...

Page 90: ...e register the message WORKING displays 3 At the PIN Pad the message displays Enter Tip Amount YES NO 4 Select YES to enter TIP Pin Pad displays Enter TIP Amount 5 At the Pin Pad enter the desired TIP...

Page 91: ...E ABOVE TOTAL AMOUNT ACCORDING TO CARD ISSUER AGREEMENT MERCHANT AGREEMANR IF CREDIT VOUCHER X____________________________ Cardholder Signature APPLICATION LABEL MASTERCARD AID A0000000041010 TVR 0000...

Page 92: ...e GREEN button on the PIN Pad keypad 5 Insert the EMV card into the PIN Pad The PIN Pad will display PLEASE WAIT then DO NOT REMOVE CARD and then ENTER PIN OK 6 At the PIN Pad enter the 4 digit PIN an...

Page 93: ...AGREE TO PAY THE ABOVE TOTAL AMOUNT ACCORDING TO CARD ISSUER AGREEMENT MERCHANT AGREEMENT IF CREDIT VOUCHER x_______________________________________ Cardholder Signature APP LABEL Visa Credit AID A00...

Page 94: ...ED THANK YOU I AGREE TO PAY THE ABOVE TOTAL AMOUNT ACCORDING TO CARD ISSUER AGREEMENT MERCHANT AGREEMENT IF CREDIT VOUCHER x_______________________________________ Cardholder Signature APP LABEL Visa...

Page 95: ...Pad 6 Touch CLOSE on the ECR message box The message TRY MANUAL ENTRY now displays 7 Touch YES on the ECR message box At the PIN Pad the SALE and transaction amount message displays again 8 Press the...

Page 96: ...9 Swipe or Insert the gift card using the PIN Pad The PIN Pad will display PLEASE WAIT then DO NOT REMOVE CARD and then PROCESSING 10 When the processing is complete the APPROVED message will display...

Page 97: ...register the receipt and card draft are printed Note EBT refunds returns are performed in the Void Mode not as a MDSE RTRN operation EBT Cash Benefit If the EBT card also has a cash benefit a separat...

Page 98: ...a normal transaction Press MDSE RTRN prior to entering each item to be returned Press MDSE RTRN prior to entering each returned item 1 Register a normal transaction 2 Touch the appropriate MISC TEND k...

Page 99: ...E ABOVE TOTAL AMOUNT ACCORDING TO CARD ISSUER AGREEMENT MERCHANT AGREEMENT IF CREDIT VOUCHER X_____________________________ Merchant Signature APP LABEL VISA CREDIT AID A0000000031010 TVR 0000008000 I...

Page 100: ...ation is the same as registering a normal transaction You can also choose to void a transaction by record number from EFT menus See Void Sales by Record Number on page 261 This procedure will not corr...

Page 101: ...THE ABOVE TOTAL AMOUNT ACCORDING TO CARD ISSUER AGREEMENT MERCHANT AGREEMENT IF CREDIT VOUCHER X_________________________________ MERCHANT SIGNATURE Application label VISA CREDIT AID A0000000031010 TV...

Page 102: ...ning mode is available so that you can operate the cash register without updating totals and counters Sign on the designated training employee The message TRAINING MODE displays on the header title ba...

Page 103: ...is finalized Using Modifiers LARGE X LARGE MEDIUM and SMALL are modifier keys When items are sold in different sizes press or touch a modifier before registering the desired item o For example touch L...

Page 104: ...tors Manual v2 33 The completed item is displayed and the register is ready for another entry or finalization Note When in an MLU Chain if you need to delete a selection Press Hold on the item then ta...

Page 105: ...y with the auto check management feature enabled The Drive Thru Recall key uses a Recall Table function key with the Drive Thru feature enabled Quick Service Screen Example Drive Thru Store 1 Enter it...

Page 106: ...gth for check s Alpha Check Tracking by manually entering customer name Open Checks using MSR Mag Stripe Reader Multiple Tracking Files The Sam4POS allows for as many tracking files as are desired for...

Page 107: ...available on the LIST TABLE screen are a PRINT CHECK prints a customer copy of the selected check Note This is not the same as pressing the Print Check Function Key b MERGE SPLIT used to combine check...

Page 108: ...h your authorized Sam4POS dealer or refer to the Sam4POS Program Reference Manual Set the options for the Recall Table Check key as desired Options set here include Manager Required Enforce Seat Numbe...

Page 109: ...e check number or customer name press OK to open the check c Touch the RECALL TABLE function key swipe the Mag Card to open the check 2 If guest entry is required enter number of guests and touch the...

Page 110: ...or b Use the LIST Table function to select a check from a list to open 2 Touch a check from the list to select it The check detail is displayed Details for the selected check are displayed in the left...

Page 111: ...e key a On the Input Check dialog enter the number of the check then press OK 3 If check numbers are assigned by the register a enter the number of the check first then Press the Recall Table key If y...

Page 112: ...y 2 Press the appropriate RECALL TABLE key to recall the Check or use the LIST TABLE key to select and open a check in the system 3 Touch REPEAT The items previously posted to the check are displayed...

Page 113: ...ment or to split items off from an active check in the system to a new check or to another existing active check in the system Quick ADD Check Add Check is accessed by pressing the Merge Split from th...

Page 114: ...st the check is displayed in the left column 3 Press the MERGE SPLIT button 4 The Split Table screen is displayed with the selected check and the operation buttons Quick Add Check Exist Check New Chec...

Page 115: ...urrent check then press the ADD button 7 The selected check is added to the current check 8 Select additioan checks to add to this check or oress CLOSE to return to the Split Table screen 9 Press SAVE...

Page 116: ...eck The List Check key also allows you to select a check and split items off to a separate check You can choose to split items off to a new check or to an existing active check in the system 1 From th...

Page 117: ...Manual v2 33 Advanced Operations 113 2 Select the items you wish to split off 3 Press the NEW OPEN button to create a new check for the items 4 Enter the number or name for the new check up to 10 dig...

Page 118: ...ck in the system 7 Select the desired check in the system to add the selected item to press OK 8 Press the MOVE TO THIS CHECK button on the selected check to move the selected items 9 Continue to move...

Page 119: ...for TIP Entry using the List Paid key Refer to page 263 for Gratuity Entry from the EFT OPERATION function key menu in the Register Mode or from the EFT OPERATION menu in the Program Mode Device menu...

Page 120: ...n touch a check from the displayed list of active checks to select it and then touch OPEN 2 Additional items can be registered before payment is made 3 If necessary enter a tip amount and touch the TI...

Page 121: ...e EFT Operation function key Refer to the Gratuity Entry procedure on page 263 for entering tips from the EFT Operations function key and or EFT Operations menu in the Device category When integrated...

Page 122: ...e customer and select the EMPLOYEE to apply the TIP to 7 Press OK To add the tip to the selected employee or press OK AND CONTINUE to add additional tips for employees Pressing CANCEL will exit the op...

Page 123: ...al Options programming in the programming manual Enforced Seat Entry When seat is enforced as per setting on the Recall Table function it is enforced for each main item Seat entry is not required for...

Page 124: ...1 Touch the item you wish to change the seat assignment on 2 Touch SEAT The Enter New Seat entry dialog displays 3 Enter a new seat number up to 2 digits and press ENTER Optional Seat Entry When seat...

Page 125: ...T When selected you will be prompted to select a seat number 3 After making your selection the check will print Payment by Seat Number 1 Open a check Identify items by seat number 2 Touch SUBTOTAL and...

Page 126: ...seat is highlighted and paid the seat total is adjusted accordingly 5 Continue to settle each seat until the check is completely paid or touch STORE CHECK to store the unpaid seats 6 When the check i...

Page 127: ...print the main course items so they can be prepared and served when the customer is ready to eat them A held item is indicated on the display with an H below the item next to the tax status indicator...

Page 128: ...ded of other checks tables where held items may need to be released 5 Touch CLOSE to store the check Print All Held Items 1 Recall an order that has held items Program Mode Options Options Guest Check...

Page 129: ...imes if necessary 1 Sign on employee and press the TRANSFER TABLE key 2 Select the checks from the list you wish to transfer a Press SELECT ALL if you want to transfer all of the checks listed b Press...

Page 130: ...may be prompted to enter Tips when clocking out Check the employee authority level option Compulsory Tip Entry The Time In Out operation can be performed from the Register Mode or you may have the opt...

Page 131: ...127 4 Alternately the TIP DECLARE function key can be used to enter Tips when the time keeping feature is not used 5 Touch the TIP DECLARE key 6 Enter the TIP Declared amounts select the media type f...

Page 132: ...by accounting for items that must be removed from stock due to spoilage breakage or mistakes The WASTE key may be under manager control requiring the manager code entry The WASTE key is not allowed wi...

Page 133: ...de you can select the specific entry by pressing the check box preceding the entry and pressing the trash can icon in the upper right corner of the entry screen to delete the entry 6 You can add a MEM...

Page 134: ...running total of media received 4 If an incorrect entry is made you can select the specific entry by pressing the check box preceding the entry and pressing the trash can icon in the upper right corne...

Page 135: ...ck box preceding the entry and pressing the trash can icon in the upper right corner of the entry screen to delete the entry 5 You can add a MEMO to the operation by pressing the T icon in the upper r...

Page 136: ...ng total of media received 4 If an incorrect entry is made you can select the specific entry by pressing the check box preceding the entry and pressing the trash can icon in the upper right corner of...

Page 137: ...uch the RECEIPT REPRINT key to reprint the transaction receipt If the print option Allow Multiple Receipts is enabled touch RECEIPT REPRINT a second time to print additional receipt copies Gift Receip...

Page 138: ...or date range to view Today Select to view just paid transactions from current day Employee Terminal Choose all or specific employee s and or terminals After setting or editing the filter selections...

Page 139: ...actions for the current day 3 Alternately Touch the START DATE to open the start date calendar view 4 Select the desired Start Date Press OK 5 Touch the END DATE to open the end date calendar view 6 S...

Page 140: ...f desired you can choose to see just the transactions from selected employees 9 Touch the EMPLOYEE field to display the employee list Check Uncheck the SELECT ALL checkbox 10 Choose the employee whose...

Page 141: ...Print icon See Print List Paid Example on page 138 16 Press the Export icon if you want to export the list paid transaction summary 17 Choose the Export Path where you want to send the data USB EMAIL...

Page 142: ...RECEIPT 00006012 ORDER 031 EMPLOYEE MANNY 10 26 2021 12 11 PM TOTAL 47 00 RECEIPT 00006011 ORDER 030 EMPLOYEE ANDREA 10 26 2021 12 11 PM TOTAL 32 54 RECEIPT 00006009 ORDER 029 EMPLOYEE MANNY 10 26 20...

Page 143: ...n assign Tips to other employees other Non Admin employees can only enter their own Tips Note 2 Also available when the Paid Type is set for TENDER and the Tender Category is set for MISC is a VOID SA...

Page 144: ...this key for easy TIP entry If the Employee is an ADMIN employee they can assign Tips to other employees Other employees can only enter their own Tips Note 2 Also available when the Paid Type is set f...

Page 145: ...on to operate the register With the table layout displayed the operator can touch a table to open or recall the check for the table Assign the Table to the currently signed on employee Merge Split Tab...

Page 146: ...er Date Time table was opened Table balance Touch the desired Zone to display the appropriate Seating Zone Pressing the Clip Board icon on the Table Map Title Bar will exit the table map screen and re...

Page 147: ...er the count Storing the Table When the desired items are added to the table press the corresponding Store Table key to service the Table Alternately if the Table Map icon is pressed while another tab...

Page 148: ...a table in the same seating zone or you can choose to merge or split the items to a table in a different seating zone Split Check When an active table is selected from the Table Map the Merge Split bu...

Page 149: ...NEW OPEN or EXIST OPEN button 8 The main Table Map screen is displayed 9 You can Merge Split items to any Table on any Zone Choose the Zone and Table you want to Merge with or Split items to 10 In thi...

Page 150: ...te the table from the screen 12 Press the MOVE TO THIS CHECK button on the selected table the selected items are moved to the selected table 13 Press SAVE when you have finished The Save key is import...

Page 151: ...having to open the table first 1 From the Register screen Touch the Table Map icon to open the Table Map screen Select the Zone you want to Merge or Split items from Touch a Table to view the check as...

Page 152: ...o open the check associated with the table The Check dialog is displayed 2 Touch the SEAT PAYMENT button 3 The payment dialog displays 4 Select the Seat to be paid 5 Enter the payment amount if desire...

Page 153: ...e check with all seats on one check b Separate Check All Seat Prints separate checks for each individual seat c Single Check One Seat Opens the Enter One Seat dialog 3 Enter One Seat selection dialog...

Page 154: ...e Map to allow customizing table positions This option is controlled by the setting in Program Mode Options Options System Option Show Dynamic Table Check Box On Reg Mode Using Dynamic Table Map 1 Ope...

Page 155: ...the CUSTOMER key in the Register Mode or go to Program Mode Customer Customer Select the customer from the list and touch the Order button to view the purchase history for the delivery customer You c...

Page 156: ...ed to open a specific delivery order Press the Recall Table key used for the delivery feature The Input Check Scan Barcode dialog displays Enter the Check or Scan the barcode for the check you can als...

Page 157: ...ttom of the screen to begin a new delivery order 4 The DELIVERY dialog displays Select the parameters for the new order Delivery Type Select Delivery or Pick Up from the drop down menu Order Park Time...

Page 158: ...the transaction 1 Touch the DELIVERY key to display the customer record screen and select the appropriate customer from the list 2 After selecting the customer from the list press the OPEN LAST STORED...

Page 159: ...lecting the customer from the list press the ORDER button to display the previous orders list for the selected customer 3 Choose the order from the list you want to reorder 4 Press the COPY SALE butto...

Page 160: ...ery order the same as the previous order will open with the customer account number as the check number Pressing CANCEL will exit without creating the delivery order 7 Items may be added or deleted as...

Page 161: ...meters for the new order Delivery Type Select Delivery or Pick Up from the drop down menu Order Park Time Press to select date time for the pre order pick up delivery order Order Service Time Press to...

Page 162: ...rint or save the selected report as a CSV file Refer to the Detailed Reports section on page 163 for information about the detailed reports The Cash Declaration operation is also provided in the Repor...

Page 163: ...oses will be saved when user exits the screen Cash Declaration For counting and reporting media amounts in the drawer before a report is taken Calendar View Allows Monthly Report totals to be viewed a...

Page 164: ...rt mode quick view display touch the add record icon in any one of the six grids to select from the list of available reports Touch the add record icon to add a report to the window The available quic...

Page 165: ...RENT to view report data before EOD is performed or select TODAY to view all report data for the day including info after an EOD performed If the Current Today option is changed the graphs will be ref...

Page 166: ...edit icons for each report in the grid o Press the Favorites icon if you want to add the reports to your Favorites list selections o To exit the report mode press the button The next time you enter th...

Page 167: ...m day one To clear reset the current daily totals you would need to go to the main menu screen and select End Of Day reporting Refer to the End Of Day chapter on page 193 for details Touch REPORT MODE...

Page 168: ...elect the desired week by entering the Start Date The start date can be any day of the desired week the End Date will automatically be entered 1 MONTH This selection allows the manager to select a spe...

Page 169: ...lowing you to filter the report to show all employees or choose a specific employee to view just their individual totals GENERATE This section provides A REFRESH button to refresh the report data afte...

Page 170: ...and END DATE END OF DAY NUMBER and TERMINAL SELECTION OPTIONS Training Data Current Data Detailed Data Zero Skip Drawer Total Tip Total Reporting By Employee Signed On Employee Clocked In Employee Rep...

Page 171: ...Waste Promo Price Level Not Found PLU PLU Profit Reporting By Employee NOTE Option selections limit the report to display just the specified option selection data FILTERS Group 1 2 3 Select specific...

Page 172: ...OPTIONS Training Data Current Data Waste Promo Reporting By Employee NOTE Option selections limit the report to display just the specified option selection data FILTERS Group Select a specific Group o...

Page 173: ...ion selections limit the report to display just the specified option selection data FILTERS Employee Choose ALL or selected Employees TYPE Press the Time Period Date Period button to toggle between se...

Page 174: ...TE When selected Only the TODAY date selection is available all other date selections are grayed out TERMINAL SELECTION Not Used indicates there is no filter selected My Terminal select Specific Termi...

Page 175: ...ected the generated report will display only info for PLU s that are below the minimum stock level as set on the PLU FILTERS Group 1 Group 2 Group 3 Select specific Groups assigned on PLU group assign...

Page 176: ...ed Employees TOP Choose to display the Top 5 10 20 30 50 100 or ALL PLU s TYPE EMPLOYEE TYPE When not checked the report displays the data per Job Code Time and Cost information When checked the repor...

Page 177: ...173 Labor Report Example Labor Report shown with TYPE Setting EMPLOYEE TYPE NOT selected The data is conveyed per Job Code Labor Report with the TYPE selection Employee Type selected The data is conve...

Page 178: ...NDER 14 09 198 10 MANAGER 13 09 263 00 WAIT STAFF 15 10 151 67 NO 00000002 REG POS MAIN ADMIN TYPE EMPLOYEE TYPE Sam4POS 05 03 2022 11 31 AM TUE BarPub POS MAIN Labor Report ALL DATE 05 03 2022 11 31...

Page 179: ...ted the TYPE selection on the Labor Report is changed to TYPE TIME PERIOD Enter the desired time period in number of days i e 15 30 60 100 etc Additionally you can select EMPLOYEE TYPE or NONE DATE PE...

Page 180: ...period LABOR COST Is the sum of the product of working hours and pay rate for every employee HRS LBR PAY RATE NET SALES Is a ratio of Net Sales to Labor Cost LABOR COST NET SALES 100 LABOR CUST This...

Page 181: ...hoose to display the Top 5 10 20 30 50 100 or ALL PLU s Additionally the Food Cost Report data can be displayed as a List report or in a Graph format GENERATE Refresh Zoom Report View Export REPORT DA...

Page 182: ...33 EDITING BUTTONS Buttons for editing time entries are also provided REPORT DATA Name Job Code Start Time End Time Type The time clock report data can be sorted alphabetically A Z or Z A by each col...

Page 183: ...employee Edit Use to edit the current time entry for the selected employee Delete Use this selection to delete the selected time entry for the selected employee New Time Entry 1 From the Report Mode s...

Page 184: ...ort from the detailed reports menu Select the DATES as necessary choose the desired FILTERS then press the Refresh icon in the Generate section or press SHOW to display the current employee time entri...

Page 185: ...or Year as well as the Hours Minutes and AM PM entry Touch OK to save Note that the original start time entry is shown in the title bar For the End Time you can also edit time entry type for the time...

Page 186: ...the End Of Pay Report has been generated you will not be able to edit the employee times The data will appear Grayed Out Note When the Time Keeping Option Clock IN OUT Employee At EOD checked When th...

Page 187: ...me Entry 1 From the Report Mode select the Time In Out Report from the detailed reports menu then press SHOW to display the current employee time entries 2 Select the time entry record you wish to rem...

Page 188: ...Y NUMBER ALL is the only selection TERMINAL SELECTION Not Used indicates there is no filter selected My Terminal select Specific Terminal s or Select All OPTIONS Training Data Current Data Detailed Da...

Page 189: ...ogramming Manual for all EJ option selections and definitions 1 From the Report Mode select the EJ Report from the Detailed Reports menu 2 You have Options selections on the EJ report to view specific...

Page 190: ...p the transaction to the memory device Delete Will delete the selected transaction Print Prints the transaction to the receipt printer 7 The EJ Report file path is displayed at the top of the display...

Page 191: ...inserted and the EJ path is set for USB the EJ files will be written to the SD Close the Edit Mode EJ Report SEND RANGE TO EMAIL 1 Press the Menu icon and select EJ REPORT SEND RANGE TO EMAIL 2 Enter...

Page 192: ...ections in the Dates area are START DATE END DATE OPTIONS Training Data Select to display only totals from Training employee Time Period When time period is not selected unchecked only the summary of...

Page 193: ...AY 1 WEEK 2 WEEK 1 MONTH 3 MONTH 6 MONTH 1 YEAR START DATE END DATE OPTIONS Edit Inventory Brings you to the Ingredient programming screen Update Reset Inventory Pressing this button will Update Reset...

Page 194: ...form cash declarations If desired the cash drawer can be triggered to open when the cash declaration is performed by setting the option in the Drawer Options From the Report Mode touch the Cash Declar...

Page 195: ...l the appropriate media amounts press OK Input Count The Input Count selection tab allows you to simply count the number of a specific quick cash media pennies quarters dollars ten dollars etc These Q...

Page 196: ...ted DAY of the month Summary Totals for the WEEK of the Year Touch the Calendar icon to open the Calendar Report Monthly totals are displayed at the top of the calendar while daily totals displayed fo...

Page 197: ...It is not necessary to print reports when the processing the EOD Report totals are not deleted only the current totals are cleared If desired an EOD function key can be assigned to an MLU or FLU The E...

Page 198: ...for all the terminals available in the system that it can If a terminal is not present when the EOD is processed that terminals data will not be closed or posted When the Network is restored the foll...

Page 199: ...h to reset the check number when the EOD report is run SEND TO TEXT INSERTER ONLY NO PRINTER or E MAIL Option used to send report data to a Text Inserter Also see OPTIONS REPORT OPTION GENERAL EMPLOYE...

Page 200: ...Of Day Sub Menu Reports The End Of Day sub menu provides additional report selections for End Of Pay and End Of Not Found PLU Touch the END OF DAY title to access the sub menu 1 Select the END OF PAY...

Page 201: ...rming the End Of Pay will result in the Time Keeping totals never to be posted Note After generating the EOD report you will no longer be able to edit the time keeping data for the Dates Employees sel...

Page 202: ...he End Of Day Not Found PLU report displays Note We can sort the displayed data by selecting the column headers on the End Of Not Found PLU to make selecting individual PLU s or groups of PLU s easier...

Page 203: ...alancing Formulas on page 223 for balancing this report 04 27 2021 10 00 AM TUE BarPub POS MAIN FINANCIAL REPORT DATE 04 27 2021 10 00 AM AUTHOR MANAGER DATE RANGE 04 27 2021 04 27 2021 END OF DAY NUM...

Page 204: ...NVERSION TOTAL 0 00 DRAWER TOTAL 150 67 PROMO 0 0 00 WASTE 0 0 00 GUESTS 0 0 00 CHECKS PAID 0 0 00 OPEN CHECK 0 0 00 INTERRUPT BALANCE 0 0 00 TIP TOTAL 0 0 00 ESTIMATED TIPS 0 0 00 DECLARATION TOTAL 0...

Page 205: ...GER DATE RANGE 04 27 2021 04 27 2021 END OF DAY NUMBER ALL OPTIONS CURRENT DATA FILTERS TERMINAL NOT USED EMPLOYEE ALL GROUP NOT USED GROUP 2 NOT USED GROUP 3 NOT USED PLU ALL DESCRIPTION COUNT TOTAL...

Page 206: ...11 46 AM AUTHOR MANAGER DATE RANGE 04 27 2021 04 27 2021 END OF DAY NUMBER ALL OPTIONS CURRENT DATA FILTERS TERMINAL NOT USED EMPLOYEE ALL PLU ALL DESCRIPTION COUNT TOTAL RATIO STARTERS 1 5 99 11 32 S...

Page 207: ...69 in the Detailed Reports chapter for other filter and Type settings 04 27 2021 01 52 PM TUE BarPub POS MAIN PERIOD REPORT ALL DATE 04 27 2021 01 52 PM AUTHOR MANAGER DATE RANGE 04 27 2021 04 27 2021...

Page 208: ...OPEN CHECK REPORT ALL DATE 04 27 2021 11 52 AM AUTHOR MANAGER DATE RANGE 04 27 2021 04 27 2021 END OF DAY NUMBER ALL FILTERS TERMINAL NOT USED EMPLOYEE ALL TRACK RECALL CHECK Phone Order Take Out Ord...

Page 209: ...P STOCK COST PRICE 1 PRICE 2 WINCHESTER LITTLE CIGARS 13760000906 Cigars 55 1 17 4 99 4 49 WINCHESTER LITTLE CIGARS 13760000098 Cigars 49 1 27 4 99 4 49 TOTAL 104 126 58 518 96 466 96 NO 00000653 REG...

Page 210: ...ted below the employee as shown here 04 28 2021 09 52 AM WED BarPub POS MAIN LABOR REPORT ALL DATE 04 28 2021 09 52 AM AUTHOR MANAGER DATE RANGE 04 28 2021 04 28 2021 END OF DAY NUMBER ALL FILTERS EMP...

Page 211: ...1 31 AM AUTHOR BART DATA RANGE 05 03 2022 05 03 2022 OPTIONS SALES AND LABOR FILTERS EMPLOYEE ALL TYPE TIME PERIOD 60 NONE TIME PERIOD ITEM TOTAL CUST 12 NET SALES 400 08 AVG CUST 33 34 HRS LBR 07 18...

Page 212: ...CUST 10 NET SALES 278 62 AVG CUST 27 86 HRS LBR 06 15 LABOR COST 38 13 NET SALES 13 69 LABOR CUST 3 81 SALES MANHOUR 107 16 12 00 12 59 CUST 0 NET SALES 0 00 AVG CUST 0 00 HRS LBR 06 15 LABOR COST 52...

Page 213: ...VG CUST is division of these two values CUST is the number of customers served per time period NET SALES is the Net Sale total for the time period AVG CUST is the Net Sales total divided by the number...

Page 214: ...BarPub POS MAIN FOOD COST REPORT 5 DATE 04 27 2021 11 52 AM AUTHOR MANAGER DATE RANGE 04 27 2021 04 27 2021 END OF DAY NUMBER ALL FILTERS TERMINAL NOT USED EMPLOYEE ALL GROUP NOT USED GROUP 2 NOT USED...

Page 215: ...G 11 23 HR 135 46 CST TOTAL OT 0 00 HR 0 00 CST TOTAL LBR 11 23 HR 135 46 CST DONOVAN 0 00 JOB NAME TYPE DATE IN DATE OUT BARTENDER OUT 09 06 2020 11 49 AM 09 06 2020 10 53 PM BARTENDER 11 04 REG 0 00...

Page 216: ...rogramming the Promotion Report shows the type of promotion and the specific discount applied with the count and total 04 27 2021 01 52 PM TUE BarPub POS MAIN PROMOTION REPORT DATE 04 27 2021 01 52 PM...

Page 217: ...2 NO 00000651 REG POS MAIN MANAGER THANK YOU Suggested Gratuity 15 00 5 23 Product Mix Report This report is only used when PLU s are assigned to a Product Mix Group Refer to the separate Inventory Pr...

Page 218: ...0 000 TRANSFER OUTS 0 000 RAW WASTE 0 000 THEORETICAL USAGE 6 000 ACTUAL INVENTORY 0 000 ACTUAL USAGE 196 000 ENDING INVENTORY 190 000 VALUE OF INVENTORY 33 580 VARIANCE 190 000 VARIANCE COST 34 580 E...

Page 219: ...ANCE COST 0 386 EFFICIENCY 357 50 FOOD COST 0 536 FOOD COST 1 29 INVENTORY Pickle Slice BEGINNING INVENTORY 110 999 RECEIPTS 0 000 TRANSFER INS 0 000 TRANSFER OUTS 0 000 RAW WASTE 0 000 THEORETICAL US...

Page 220: ...SCRIPTION COUNT TOTAL PLU TOTAL 30 327 83 PRICE LEVEL01 30 327 83 PLU TOTAL 0 0 00 ADJST TOTAL A 30 327 83 NON TAX 0 00 TAX SALES TOTAL 327 83 TAX1 SALES 327 83 TAX TOTAL B 21 88 TAX1 21 88 EXEMPT TAX...

Page 221: ...00 DRAWER TOTAL 406 15 SAM4S CASH DRAWER 75 00 PROMO 1 12 00 WASTE 1 3 25 GUESTS 0 CHECKS PAID 0 0 00 OPEN CHECK 1 12 81 INTERRUPT BALANCE 0 0 00 TIP TOTAL 0 0 00 DECLARATION TOTAL 0 00 DECLARATION OV...

Page 222: ...3 75 1 14 PORTER HOUSE 93 DINNERS NONE NONE 0 0 1 1 28 95 8 83 16oz BUTT STEAK 87 DINNERS NONE NONE 0 0 1 1 15 95 4 87 QUEEN PRIME RIB 81 DINNERS NONE NONE 0 0 1 1 16 95 5 17 16 TACO PIZZA 69 SANDWICH...

Page 223: ...6 100 70 30 72 GROUP14 0 0 12 12 138 28 42 18 SANDWICHES 0 0 1 1 19 95 6 09 SPECIALS 0 0 1 1 9 95 3 04 STARTERS 0 0 2 2 13 95 4 26 Period Report PERIOD REPORT ALL DATE 2017 10 04 14 31 AUTHOR MANAGER...

Page 224: ...RT DATE 09 11 2018 08 27 AM AUTHOR MANNY DATA RANGE FILTERS GROUP 1 NOT USED GROUP 2 NOT USED GROUP 3 NOT USED PLU ALL DESCRIPTION PLU CODE COST GROUP STOCK MINIMUM STOCK EXTENDED COST TOTAL 0 00 761...

Page 225: ...2 WAIT STAFF 76 00 412 58 Food Cost Report Only used when Ingredients Recipes are used FOOD COST REPORT ALL DATE 02 20 2019 08 39 AM AUTHOR MANNY DATA RANGE 09 01 2018 02 28 2019 END OF DAY NUMBER ALL...

Page 226: ...02 09 30 53 2017 10 02 15 38 00 OUT MODIFIED MANAGER JOB 9 2017 10 03 15 34 34 2017 10 03 15 40 00 OUT MODIFIED MANAGER JOB 9 2017 10 04 15 41 00 SERVER WAIT STAFF 2017 10 02 09 30 40 2017 10 02 15 39...

Page 227: ...Item Percentage Discount when NET N Sale Coupon Amounts Sale Percentage Discounts Sale Surcharge Amounts Net Sales GROSS SALES Amount Net Sales Negative PLU Total Item Coupon Total when NET Y Item Pe...

Page 228: ...internet connection is required to utilize this feature 1 From the main PROGRAM MODE menu screen touch the Help File icon located on the title bar The HELP file screen is displayed 2 Scroll through th...

Page 229: ...ance 225 4 When a topic is selected the YouTube video for the desired topic can be viewed 5 You can also use the controls on the display to navigate to the next or previous video 6 Press the Back Arro...

Page 230: ...MLU or FLU PLU Price Change 1 In the Register Mode Press the PLU INFO key the PLU info dialog displays 2 Group selections are shown in the left column PLU s are in the right grid The default setting h...

Page 231: ...the ADD NOT FOUND PLU dialog displays 3 Press the ADD NOT FOUND PLU button to add the item to the PLU file The Register PLU dialog displays 4 Enter the information for the new PLU Price for the item...

Page 232: ...ressing the label Print icon Specific setup is required for this feature 1 From the PROGRAM MODE main menu touch PLU to view the PLU program selection window touch PLU to view the PLU programming opti...

Page 233: ...ock in this item Select the PRICE LEVEL and Enter the item PRICE for all price levels Type in the item PLU CODE or scan the new item in the INPUT PLU CODE field If the item code entered is already bei...

Page 234: ...ual items can be deleted as desired from the PLU Maintenance menu To delete multiple PLU s all at one time use the Edit Sort method refer to page 235 for details 1 Press and hold on the item you wish...

Page 235: ...s and Hold the item to open the PLU Sub Menu selection list 3 Select the appropriate Copy operation from the menu to proceed Copy to New Item Copies the selected PLU to new items individually 1 From t...

Page 236: ...nu selection dialog Select COPY TO EXISTING ITEMS 3 Check the items from the list to copy the selected PLU to 4 The double Up Down Arrows go to the Beginning End of the list respectively the single Up...

Page 237: ...the current entry Enter the last PLU in the range in the TO PLU field Press icon pressing the X will clear the current entry Enter the integer for the BETWEEN PLU For example enter 1 to copy to every...

Page 238: ...lt item applies to items added using the Not Found PLU feature as well You can remove the default item status or change it to another PLU to suite your needs 1 From the PLU programming screen Press an...

Page 239: ...PLU s A TO Z or Z TO A PLU CODE PLU Status Group Group 1 Group 2 Group 3 Recipe MLU Chain Price Option Modifier QTY Stock Link PLU Allow Price Change Stock Minimum Stock FILTER Select Filter from the...

Page 240: ...ed to the station Additional programming is required to utilize this feature consult with your local dealer for details 1 Select PLU from the PROGRAM MODE PLU menu selections The PLU programming scree...

Page 241: ...IT MODE from the menu icon then select the one or more PLU s from the list Press the menu icon then Select Edit Mode Press the printer button Select PLU s 2 Press the printer button The PRINT LABEL di...

Page 242: ...mming maintenance screen for that category We can also enter the PLU code for a specific item to go to the programming for that specific PLU or add new PLU s to the database Quick PLU Edit Existing PL...

Page 243: ...the programming for that PLU 4 Type in the PLU CODE then press the Done icon 5 The PLU code is shown in the window as in the example 6 Press the OK button Alternately type or scan the PLU and press O...

Page 244: ...if the item is a stock item Price Level Price Select the Price level and enter the price for the level OK Adds the new PLU to the database and returns to the main Quick PLU screen CANCEL Exits the new...

Page 245: ...o the specific employee you wish to edit 4 If you have a large employee file you can sort the employee list alphabetically or by employee number You can also search for specific employees by name 5 To...

Page 246: ...manager password TRAINING EMPLOYEE If selected this employee will be in training regardless of the training mode status of the entire register KIOSK Check this option if employee is to be KIOSK employ...

Page 247: ...d be set up to allow all functions Other authority levels could be defined for servers cashiers and managers that allow only the appropriate operations Employee Authority Level Definitions DESCRIPTION...

Page 248: ...MPLOYEE WITH LIST PAID TIP ENTRY Select this option if you want to allow ADMIN employees to be able to assign Tips received to any employee in register mode using the TIP Entry on the List Paid functi...

Page 249: ...a manager password EDIT PGM FUNCTION ALLOW PLU EDIT Allow All Employee can make any changes to any PLU Allow Only PLU Price Employee can only change prices on PLU s Do Not Allow Employee will not be a...

Page 250: ...b codes are used to break down the hours worked for all employees into different categories See Labor Groups report in the Operation Manual A breakdown of hours by job is also reported for each employ...

Page 251: ...an ADD EDIT or DELETE stations as necessary Stations can be sorted alphabetically if desired DESCRIPTION Type in a descriptor for the selected station you can use the X at the end of the description f...

Page 252: ...en Here existing accounts can be opened new accounts created or existing accounts deleted The Order history is available from the customer record screen Program Mode Customer Customer Select the custo...

Page 253: ...dividual customer delivery records are maintained The customer data files contain the customer s name address and other contact information 1 Select CUSTOMER from the CUSTOMER category menu screen to...

Page 254: ...put Phone Up to 19 characters d Enter a Customer Up to 19 characters 4 Press OK to add the new recipe or press OK AND CONTINUE to add another customer Pressing CANCEL will exit without adding the cust...

Page 255: ...sed Information Info Tab Phone 20 E mail 50 Title 20 Address 1 40 Address 2 40 City 20 State 20 Zip Code 20 Birth Day Select using Calendar Option Info Tab Price Level Select the price level to be use...

Page 256: ...or Edit the customer file Select SORT from the available selections Choose to sort Alphabetically First Name Last Name or Customer The EDIT MODE selection allows you to select multiple employees in t...

Page 257: ...eded Add New Customer Group 1 Select CUSTOMER GROUP from the CUSTOMER category screen to display the Customer file 2 Press the add record icon to add a customer to the database the NEW customer group...

Page 258: ...Select CUSTOMER GROUP from the CUSTOMER category menu screen to display the Customer Group file a If you have a large number of customer groups you can use the search field at the top of the column t...

Page 259: ...with a microprocessor or smart chip that interacts with the merchant s point of sale device to make sure that the payment card is valid and with the use of a PIN that it belongs to the person using t...

Page 260: ...ation on the approvals at the register This is required to be able to perform By Record transactions Currently if a Local Transaction Report is run we print the information from the approvals However...

Page 261: ...f electronic authorization is not approved and the merchant receives voice authorization the transaction can be entered into the batch with this operation Pin Pad Reset Not Used this function to initi...

Page 262: ...ion key assigned to the Real Keyboard or to an MLU on the display select the desired operation from the list 2 Enter the shortcut numeral for the operation and press the EFT OPERATION function key Thi...

Page 263: ...lect Initialize EFT to verify communications software versions and installed networks 1 From the main PROGRAM MODE menu screen select DEVICE then touch EFT OPERATION 2 Select Datacap_Operation from th...

Page 264: ...ew batch is automatically opened for the next day 1 From the main PROGRAM MODE menu screen select DEVICE then touch EFT OPERATION 2 Select Datacap_Operation from the selections 3 Select CLOSE BATCH Th...

Page 265: ...the prompt enter the transaction Invoice number 5 At the prompt enter the Original transaction amount 6 The message WORKING displays until the void is completed The receipt and merchant voucher print...

Page 266: ...ed in ECR memory for tip and record updating The transactions here may not be the same as the transactions in the current batch SAM4POS TERMINAL 2017 09 27 22 37 WED LOCAL TRANSACTION REPORT INV 00001...

Page 267: ...r GIFT Card transactions Tips must be entered using a PLU prior to finalization with a Gift Card 1 Select GRATUITY ENTRY from the EFT OPERATION function key menu in the Register Mode or from the EFT O...

Page 268: ...operation does not adjust any other cash register totals or counters Parameter Download Use this operation to load the EMV parameters into the PIN Pad Perform this operation after loading the Datacap...

Page 269: ...N Pad keypad to continue 3 At the prompt swipe the Gift Card on the PIN Pad 4 The balance will be recalled and printed SAM4POS TERMINAL 10 11 2016 11 57 WED MERCHANT ID 19497807 CLERK ID test BALANCE...

Page 270: ...ice will call Datacap s host PC and load itself 1 From the main PROGRAM MODE menu screen select DEVICE then touch EFT OPERATION 2 Select Datacap_Operation from the selections 3 Scroll down the list of...

Page 271: ...entry dialog will display 5 If necessary Press 0 and then ENTER to print a list of diagnostic options Note Selections may vary depending upon your installed application SAM4POS TERMINAL DATE 06 23 201...

Page 272: ...SE CURRENT BATCH command is performed Some sites are set to Auto Batch and some processors only allow Auto Batch It was confusing to end users to perform CLOSE CURRENT BATCH when they were set for aut...

Page 273: ...99 MERCHNAT ID 19497801 CLERK ID 3 VERIFY CARD VISA 0010 ENTRY METHOD CHIP DATE 10 10 2017 TIME 12 20 15 INVOICE 00005 REFERENCE 00005 AUTH CODE 59981A AMOUNT USD 0 00 USD 0 00 APPROVED THANK YOU I AG...

Page 274: ...action total was under the configured amount usually set at 25 With the EMV integration the register receives the receipt data from the Datacap device and the signature line is included in the receipt...

Page 275: ...backup operations for the current program files Database Backup 1 From the PROGRAM MODE touch SYSTEM then select DATABASE The Database Backup Restore screen displays 2 Press the DATABASE BACKUP to ope...

Page 276: ...ask to receive the terminals Log s with the Database We can also send the log data to an FTP site if desired Backing up to an FTP site requires access to an active internet connection 1 From the PROGR...

Page 277: ...ing to backup to FTP you have the option to select all terminals in the IRC system 9 Press YES to send the backup from all terminals in system eliminates having to send from each terminal individually...

Page 278: ...the FTP site fails some things to check would be 1 Verify the FTP setting is correct a IP Address crsftp crs usa com b Port Number 0 2 Check to see if there are any 0 byte log files on the terminal d...

Page 279: ...erational problem The information below describes some common errors when a transaction does not complete Cashier registers a transaction and tenders with EMV Credit Timeout Returned from Pin Pad If C...

Page 280: ...endix Sam4POS Operators Manual v2 33 No response from Pin Pad If Customer presses OK at the Pin Pad and then does nothing at the Pin Pad result is 499 0 TRANSACTION_NOT_COMPLETE_ _NO_Response_from_Pin...

Page 281: ...is 1 ALPHA ALPHA 6 6 8 3 1 Press ENTER Alpha is a black key located directly above the 2 key Enter is the Green key 3 Press 2 for Edit Parameters Press ENTER 4 Select 1 for Group ID The password is 1...

Page 282: ...ntegrated Payment Transactions draft examples v2 0 3 8 2019 Combined SAP 6600 SAP 630 manuals Updated Authority Level Allow EOD in REG Mode v2 1 3 28 2019 Updated Function Keys Stock Check v2 2 4 2 20...

Page 283: ...ormation Report Samples List Paid operations v2 22 6 25 2021 Added RA PO MEMO Operations v2 23 9 23 2021 Age restrited item registeration v2 24 10 20 2021 Updated Scale Operations v2 25 11 2 2021 Upda...

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