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SAM4s ER-265 Operator's and Programming Manual v1.14

Advanced Operating Instructions



29

Advanced Operating
Instructions

Clerk Operations

If you wish to use the clerk system, you must first activate the clerk system by setting system option
#16. See “System Option Programming” on page 60. You can activate the clerk system for stay
down or pop-up mode.



Stay down means that once a clerk is signed on, the same clerk will remain signed on
until a different clerk signs on or the original clerk signs off. A stay down clerk
system might be used when only one operator uses the register at a time, and a different
operator begins when a work shift is changed.



Pop-up means that the clerk is automatically signed off an the end of each transaction.
Therefore, to begin a transaction, you must first sign a clerk on.    A pop-up clerk
system might be used in a department store, where several clerks might use the register
during the same shift, and clerk sales information is required.

Clerk Sign On



To sign on, enter the secret code and press the

CLERK

key, or press the

CLERK

key,

then enter the secret code and press the

CLERK

key again.

CLERK

Secret

clerk #

CLERK

Secret

clerk #

CLERK

or

Clerk Sign Off



To sign off, enter

0

, press the

CLERK

key.

CLERK

0

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Содержание ER-265

Страница 1: ...For Fast Startup See Quick Setup on page 13 ER 265 Electronic Cash Register Operator s and Programming Manual All specifications are subject to change without notice 2012 CRS Inc M ER260 Version 1 14...

Страница 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...

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

Страница 4: ...e instrument chassis ground before connecting the positive lead always remove the instrument s ground lead last 1 3 Precautions for Electrostatically Sensitive Devices ESDs 1 Some semiconductor solid...

Страница 5: ...y 20 Memory All Clear 20 Initial Clear 21 Basic Programming 22 Setting the Date 22 Setting the Time 22 Programming Tax 23 Programming a Taxable Department 25 Basic Operations 26 Registering Items 26 T...

Страница 6: ...y Registrations 43 No Sale Operations 44 Open Drawer 44 Non Add Number 44 Received On Account Operations 45 Paid Out Operations 45 Totaling and Tendering 46 Subtotaling a Sale 46 Totaling a Cash Sale...

Страница 7: ...m Overlay 88 Key Assignment Programming 90 Self Test 91 Setting Receipt Journal Status 91 Calculator Operation 91 PC Online Mode 92 Program Scan 92 Reports 95 Report Summary 95 Running a Report 96 Cas...

Страница 8: ...8 SAM4s ER 265 Operator s and Programming Manual v1 14...

Страница 9: ...overed in this section For information about reports and balancing see Reports on page 95 This manual also includes detailed information about many additional features that will help you solve the spe...

Страница 10: ...sition Rear Customer Display Optional Hardware Kitchen Printer Software Features 1000 open or preset Price Look Ups PLUs For direct registrations up to 15 PLU keys are located on the keyboard Up to 2...

Страница 11: ...rn Merchandise then re enter any item you wish MINUS Register a negative amount by entering a price then pressing the MINUS key For example you can enter bottle returns or coupons using the MINUS key...

Страница 12: ...l a transaction paid by check Also if the check amount is over the amount purchased enter the amount of the check then press the CHECK key The drawer will open and the cash change will be computed CAS...

Страница 13: ...ster reports and reset totals to zero PGM Use to program the register S The S position is a hidden position reserved for dealer access The SAM4s ER 265 includes two sets of keys that may be used to ac...

Страница 14: ...tem has been repeated AMOUNT Displays the amount the amount of the item subtotal or total CLERK If the clerk system is implemented one of 10 lines illuminate indicating which clerk is active Display M...

Страница 15: ...ve the cardboard protectors from the cash drawer 4 Plug the register into a grounded outlet three prong insert a control key and turn the key to the REG control lock position Installing the Paper Note...

Страница 16: ...end of the paper roll Be sure to remove any paper with glue residue Place the paper roll in the paper holder so that the paper will feed from the bottom of the roll 3 Insert the end of the paper into...

Страница 17: ...two or three turns around the spool shaft and install the spool in the mount See System Option Programming on page 60 and set Option 22 Use Spool to a status of 1 This will enable the journal pick up...

Страница 18: ...h the STM200 Printer Note Use these instructions to load the paper if your ER 265 is equipped with the model STM200 printer Applies to models produced after January 2011 1 Remove the printer cover 2 P...

Страница 19: ...the platen roller firmly Tear off the excess paper and close the platen roller 5 If you wish to use the printer to print a sales journal insert the paper into the paper take up spool Wind the paper t...

Страница 20: ...emory All Clear 1 Turn the power switch OFF 2 Turn the control lock to the S position The S position is a hidden position one position clockwise from the PRG position 3 Press and hold the SUBTOTAL key...

Страница 21: ...nsaction will not be updated Here are some reasons you may want to perform an initial clear The register is in an unknown state and you wish to exit the current program or transaction without followin...

Страница 22: ...ted and press the X TIME key 3 Press CASH TEND M M D D X TIME Y Y CASH TEND Date Setting Example If the date is March 1 2006 enter 0 3 0 1 X TIME 0 6 CASH TEND The date you have entered will display a...

Страница 23: ...s on the printed tax chart for your area As a merchant you are responsible for accurate tax collection If the cash register is not calculating tax accurately or if you cannot program your tax properly...

Страница 24: ...is 7 5 percent enter TAX 0 2 0 5 0 0 7 If tax 3 is 10 percent enter 0 TAX 0 3 0 0 0 0 1 Press the CASH TEND key to end programming CASH TEND The rates you have entered will display and print on the pr...

Страница 25: ...5 Press the X TIME key 6 Press the department you wish to program 7 Repeat steps 3 through 6 for each department you wish to program 8 Press the CASH TEND key to end programming Taxable Department Pro...

Страница 26: ...epeating an Item 3 To register a second item exactly as the first press the department key a second time For example press department 1 1 Registering Multiple Items 4 Enter the quantity of items being...

Страница 27: ...UBTOTAL 14 30 TAXABLE1 5 98 TAX1 AMOUNT 0 36 CASH 14 30 15 40 03 01 2006 000063 CLERK 1 00 Tendering a Cash Sale 1 Register the items you wish to sell 2 To display and print the subtotal of the sale i...

Страница 28: ...AGAIN DEPT 1 T1 2 99 DEPT 1 T1 2 99 4 X 1 99 DEPT 2 7 96 SUBTOTAL 14 30 TAXABLE1 5 98 TAX1 AMOUNT 0 36 TOTAL 14 30 CHECK 20 00 CHANGE 5 70 15 40 03 01 2006 000022 CLERK 1 00 Totaling a Charge Sale 1 R...

Страница 29: ...k system might be used when only one operator uses the register at a time and a different operator begins when a work shift is changed Pop up means that the clerk is automatically signed off an the en...

Страница 30: ...he ten key pad Do not use the decimal key For example for 2 99 enter 2 9 9 2 Press a department key For example press department 1 1 THANK YOU CALL AGAIN DEPT 1 T1 2 99 TAXABLE1 2 99 TAX1 AMOUNT 0 18...

Страница 31: ...OU CALL AGAIN DEPT 1 T1 2 99 DEPT 1 T1 2 99 TAXABLE1 5 98 TAX1 AMOUNT 0 36 CASH 6 34 15 40 03 01 2006 000026 CLERK 1 00 Multiplication When several of the same items are to be entered into the same De...

Страница 32: ...NK YOU CALL AGAIN 3 750 X 0 99 DEPT 1 T1 3 71 TAXABLE1 3 71 TAX AMOUNT 0 22 CASH 3 93 15 40 03 01 2006 000028 CLERK 1 00 Split Pricing When items are priced in groups i e 3 for 1 00 you can enter the...

Страница 33: ...and all ticket sales are one item sales you can assign open or preset department single item department for ticket sales After each registration the drawer will immediately open and a separate receip...

Страница 34: ...99 enter 2 9 9 3 Press the PLU key again PLU THANK YOU CALL AGAIN PLU2 T1 2 99 TAXABLE1 2 99 TAX1 AMOUNT 0 18 CASH 3 17 15 40 03 01 2006 000031 CLERK 1 00 Preset Price PLU 1 Enter the PLU number pres...

Страница 35: ...IME 2 Enter the PLU number press the PLU key For example enter 1 PLU THANK YOU CALL AGAIN 4 X 1 99 PLU1 T1 7 96 TAXABLE1 7 96 TAX AMOUNT 0 48 SUBTOTAL 7 96 CASH 8 44 15 40 03 01 2006 000034 CLERK 1 00...

Страница 36: ...lculate the correct price 1 Enter the quantity purchased press the X TIME 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 price...

Страница 37: ...with the TAX key 1 Enter the number for the tax you wish to shift Press 1 to shift tax 1 press 2 to shift tax 2 or press 3 to shift tax 3 Press the TAX key For example shift tax 1 1 TAX SHIFT 2 Enter...

Страница 38: ...Do not use the decimal key For example for 2 99 enter 2 9 9 2 Press a taxable department key For example press department 1 1 3 Press Subtotal SUB TOTAL 4 Enter the number for the tax you wish to exe...

Страница 39: ...a Department or PLU Item In this example the key is preset with a rate of 10 00 1 Register the discounted item 2 Press the key 3 The discount is automatically subtracted THANK YOU CALL AGAIN DEPT 2 1...

Страница 40: ...0041 CLERK 1 00 Return Merchandise Registrations If you wish to return or refund an item press Return Merchandise then re enter any item you wish You can return merchandise as part of a sale or you ca...

Страница 41: ...UNT 0 14 CASH 2 43 15 40 03 01 2006 000043 CLERK 1 00 Void Previous Item This function allows you to correct an item registered previously in a transaction 1 Register an item Then register a second it...

Страница 42: ...0 50 CANCEL 15 40 03 01 2006 000045 CLERK 1 00 Void Position Operations You can use the Void control lock position to correct any complete transaction To correct any transaction 1 Turn the control lo...

Страница 43: ...ng the Minus key Note You can program the minus key so that tax is charged on the gross amount or on the net amount after the subtraction See Minus Key Programming on page 71 1 Register the items you...

Страница 44: ...y number up to 8 digits on the printer paper You can enter the number any time during a transaction For example if you wish to record a charge account number enter the number and press the NO SALE key...

Страница 45: ...u are receiving for example enter 0 0 0 2 2 Press RECD ACCT RECD ACCT 3 The drawer will open and the receipt will print as in the example on the right THANK YOU CALL AGAIN RECD ON ACCT 20 00 15 40 03...

Страница 46: ...e subtotal of the sale including tax press SUBTOTAL SUB TOTAL 3 The subtotal will display with S indicated in the left digit position of the display Totaling a Cash Sale 1 Register the items you wish...

Страница 47: ...1 T1 2 99 4 X 1 99 DEPT 2 7 96 SUBTOTAL 14 30 TAXABLE1 5 98 TAX1 AMOUNT 0 36 TOTAL 14 30 CASH 20 00 CHANGE 5 70 15 40 03 01 2006 000053 CLERK 1 00 Tendering a Check Sale 1 Register the items you wish...

Страница 48: ...LE1 5 98 TAX1 AMOUNT 0 36 CHARGE 14 30 15 40 03 01 2006 000055 CLERK 1 00 Check Cashing Check cashing means exchanging cash for a check Normally this function is not allowed If you wish to allow check...

Страница 49: ...e payment must be entered last 1 Register the items you wish to sell 2 Enter the amount of cash tendered by the customer For example enter 10 00 and press CASH TEND CASH TEND 0 0 1 0 3 The display wil...

Страница 50: ...u wish to allow post tendering you must set system option 14 to a value of 1 See System Option Programming on page 60 1 Register the items you wish to sell 2 Press CASH TEND CASH TEND 3 The display wi...

Страница 51: ...See Programming Currency Exchange Rates on page 74 to set a conversion rate 1 Register the items you wish to sell 2 Press SUBTOTAL to display the amount due in your home currency SUB TOTAL 3 To conve...

Страница 52: ...2 Press ADD CHECK to issue a receipt for the items ADD CHECK 3 Register the items you wish to sell on the next receipt press ADD CHECK to issue a receipt for the items ADD CHECK 4 Press SUBTOTAL to di...

Страница 53: ...ion 17 to a value of 1 See System Option Programming on page 60 To Turn the Receipt Off With the control lock in the REG position press PO Paid Out PAID OUT To Turn the Receipt On With the control loc...

Страница 54: ...54 Advanced Operating Instructions SAM4s ER 265 Operator s and Programming Manual v1 14...

Страница 55: ...mount entries Use open departments to enter different priced items into the same category Preset departments automatically register a preprogrammed price when the department key is pressed Use preset...

Страница 56: ...ngle item department If you do not want any of these department options enter 0 If you wish to select any of these options complete the table below by adding the status digits for each option Enter th...

Страница 57: ...g Examples For example set department 1 open taxable by rate 1 department 4 preset taxable by rate 2 department 9 negative preset taxable by rate 1 2 To set Department 1 enter 1 1 0 0 X TIME 0 SUB TOT...

Страница 58: ...e programming a preset department You can set the preset price The price you program here is the amount that is automatically registered when the department key is pressed Programming a Department Ent...

Страница 59: ...Entry Limit or Price Programming Examples For example set department 1 open with a entry limit of 50 00 department 4 preset for 2 50 department 9 preset for 0 99 To set Department 1 enter 1 0 5 0 0 To...

Страница 60: ...tings are automatically set to 0 and because your most likely option selections require a status setting of 0 you do not need to program this section unless you wish to change the default status Progr...

Страница 61: ...ng Instructions 61 System Option Programming Examples Set the following options Option 15 Allow check cashing Option 19 Enforce cash or check tender at totaling To set option 16 PO RA 1 5 1 To set opt...

Страница 62: ...O 0 4 YES 1 Skip totals with zero value on X Z report YES 0 5 NO 1 Reset the grand total after a Z report NO 0 6 YES 1 Print the subtotal when pressed YES 0 7 NO 1 Cash must be declared before X Z rep...

Страница 63: ...Allow clerk function Clerk stay down mode 1 16 Allow clerk function Clerk pop up mode 2 Allow receipt after sale NO 0 17 YES 1 Print Currency Symbol 18 Refer to the code table on page 77 Print Enforce...

Страница 64: ...0 27 YES 1 Print deep color for printer slow feeding NO 0 28 YES 1 Pre Print graphic logo on receipt NO 0 29 YES 1 Use Kitchen Printer ELLIX 10 NO 0 30 YES 1 31 Ending feeding line on KP 0 9 4 32 Quic...

Страница 65: ...ax table see Tax Table Programming on page 67 to enter the tax break points If you are entering a Canadian Goods and Services Tax GST use tax rate 3 for the GST tax and use tax rates 1 and or 2 for an...

Страница 66: ...ate Examples If tax 1 is 6 percent enter TAX SHIFT 0 1 0 0 0 0 6 If tax 3 is 8 percent Canadian GST and the GST is taxable enter TAX SHIFT 3 3 0 0 0 2 8 Press the CASH TEND key to end programming CASH...

Страница 67: ...6 to help with this exercise 2 Calculate the break point differences by subtracting the high side of the previous range from the high side of the dollar range 3 Examine the pattern of break point diff...

Страница 68: ...ogram for the Illinois 6 tax table 1 Enter 1 for tax 1 press the TAX key 2 Enter 1 0 the maximum amount that is not taxed press the TAX key 3 Enter 1 the first tax amount charged press the TAX key 4 E...

Страница 69: ...to preset or 0 if you only wish to enter the percentage Press the or key depending on which key you are programming Be sure to enter the decimal point if you are setting a rate that is not an even pe...

Страница 70: ...al v1 14 or Key Programming Flowchart CASH TEND or Tax Status Code Preset Percentage Over ride Inactive or Key Programming Example Set the discount Key preset for 50 and so that tax 1 is calculated af...

Страница 71: ...ntered into the Minus key For example setting a 3 digit limit means the maximum you can enter is 9 99 This is referred to as the High Digit Lock Out or HDLO Programming the Minus Key 1 Turn the contro...

Страница 72: ...end programming Minus Key Programming Flowchart CASH TEND HDLO Tax Status Code Inactive Minus Key Programming Example Set the Minus key with a three digit HDLO 9 99 and so that tax 1 is calculated af...

Страница 73: ...tive however you may wish to inactivate it for security reasons Programming the CANCEL Key 1 Enter 0 to activate the CANCEL key 1 to inactivate the CANCEL key 2 Press the CANCEL key 3 Press the CASH T...

Страница 74: ...as foreign currency in dollars or dollars in foreign currency Use the rate stated in dollars in foreign currency when you are programming this section Programming Currency Exchange Rates 1 Turn the c...

Страница 75: ...tment store where several clerks might use the register during the same shift and clerk sales information is required With the clerk system activated you can operate up to 10 clerks The clerk register...

Страница 76: ...TIME CLERK 7 5 6 CASH TEND 5 Printing Clerk Codes If you need to verify clerk codes 1 Turn the control lock to the PGM position 2 Press the CLERK key 3 The printer will print as in the example below...

Страница 77: ...se open PLUs when you wish to enter different priced items into a larger number of categories Programming PLU Status There are two parts to PLU programming PLU status is set here Depending on whether...

Страница 78: ...isabled Yes 4 No 0 4 Decide if you want a preset or single item PLU If you do not want any of these options enter 0 If you wish to select any of these options complete the table below by adding the st...

Страница 79: ...single item taxable by rate 1 with sales reported to department 2 PLU 30 preset single item taxable by rate 2 with sales reported to department 4 PLU 6 open not single item non taxable with sales rep...

Страница 80: ...an set the preset price The price you program here is the amount that is automatically registered when the PLU is entered Programming a PLU Entry Limit or Price 1 Turn the control lock to the PGM posi...

Страница 81: ...rice Programming Examples For example set PLU 1 with a preset price of 1 99 PLU 30 with a preset price of 10 00 PLU 6 with a entry limit of 5 00 To set PLU 1 enter 9 X TIME 9 1 1 PLU To set PLU 30 ent...

Страница 82: ...ner of each transaction If you are using more than one cash register the register number can be used to identify the register where the transaction was entered 15 40 03 02 2006 000081 CLERK 1 99 Regis...

Страница 83: ...m Overlay method See Program Overlay on page 88 1 Turn the control lock to the PGM position 2 Press the X TIME key 3 Refer to the Code Table on page 87 and enter the two digits that represent each cha...

Страница 84: ...E 1 Turn the control lock to the PGM position 2 Press the X TIME key 3 To center the message on the receipt enter six space characters 7 0 7 0 7 0 7 0 7 0 7 0 4 Enter the codes representing the text G...

Страница 85: ...k to the PGM position 2 Press the X TIME key 3 Refer to the Code Table on page 87 and enter the two digits that represent each character you wish You can enter up to 18 character codes for each depart...

Страница 86: ...k to the PGM position 2 Press the X TIME key 3 Refer to the Code Table on page 87 and enter the two digits that represent each character you wish You can enter up to 18 character codes for each PLU 4...

Страница 87: ...digit for the character by following the column to the top of the table 3 Find the second entry digit for the character by following the row to the left margin of the table For example the code for A...

Страница 88: ...to place a space between characters touch Space and then the decimal key If you wish to use double size characters touch Double and then press the decimal key Then select the character and press the...

Страница 89: ...l key again Continue to touch Double and then decimal before every double size character Double size characters use two character positions In other words you can have 16 double size characters on a d...

Страница 90: ...departments may be located anywhere on the keyboard except the locations reserved for the fixed keys To Assign a Key to a Location 1 Turn the control lock to the S position 2 Enter 7 0 and press the...

Страница 91: ...nt a sales journal In the receipt mode the printer will print the logo and feed the paper a sufficient length so that a receipt can be torn off In the journal mode there is no additional paper feeding...

Страница 92: ...ition 3 Press the RA key The message CC will display in the center of the operator display Note that while PC communications are taking place the CC message will flash off and on again The ER 265 is r...

Страница 93: ...n Exchange Rate Decimal Position System Option Value System Option Value System Option Value System Option Value is listed for each option System Option Value PLU Status Department PLU Price PLU Statu...

Страница 94: ......

Страница 95: ...The following table summaries the reports available on the SAM4s ER 265 Report Control Lock Position Key Financial X or Z CASH TEND Period to Date Financial X or Z CHARGE Hourly Sales X or Z X TIME A...

Страница 96: ...3 PRINT EJ RA PO X CASH 0 5 3 PRINT EJ RETURN X CASH 0 6 3 PRINT EJ EC VOID X CASH 0 7 3 PRINT EJ NO SALE X CASH 0 8 3 PRINT EJ CANCEL X CASH 0 9 3 PRINT EJ BY CLERK X 401 410 CASH EJ RESET Does not p...

Страница 97: ...of 1 to enforce cash declaration See System Option Programming on page 60 to program system options Declaring Cash 1 Turn the control lock to the X position 2 Enter the amount of the cash counted pre...

Страница 98: ...ending on the setting for system option 5 Report Name Report Type Reset Z Counter Department Activity Counter Department Sales Total Department Counters and Totals are listed for each department THANK...

Страница 99: ...rchandise Count of VOID key activity Total of VOID key activity of VOID key position transactions Dollar amount of VOID key position of canceled transactions Amount of canceled transactions Gross Sale...

Страница 100: ...awer amount Check in drawer amount Count of no sales Customer Count Non resettable Grand Total Time Date Transaction Counter Clerk Register Number CURRENCY TOTAL 0 00 CASH IN DRAWER 81 58 CHECK IN DRA...

Страница 101: ...rt Name Report Type Reset Z Counter Time Period Activity Counter Time Period Sales Total Counters and Totals are listed for each time period Activity count of all time periods Total of all time period...

Страница 102: ...Activity Counter PLU tax status PLU price or limit Reporting Dept PLU Sales Total PLU Counters and Totals are listed for each PLU Activity count of all PLUs Total of all PLUs Date Time Transaction Cou...

Страница 103: ...Report Name Report Type Reset Z Counter Total sales for the clerk Number of no sales performed Customer Count for the clerk Totals are listed for each CLERK Total count of all No Sales Total count of...

Страница 104: ...saction Counter Clerk Register Number THANK YOU CALL AGAIN CASH IN DRAWER CASH IN DRAWER 81 58 15 39 03 01 2006 000069 CLERK 1 00 Check in Drawer Report Run a Check in Drawer report to quickly verify...

Страница 105: ...T TTL Add All Negative Departments ADJST DEPT TTL Net Total ADJST DEPT TTL TAX1 AMOUNT TAX2 AMOUNT TAX3 AMOUNT Surcharge Total Discount Total Minus Key Total NET TTL Gross Total NET TTL RETURN MDSE Cr...

Страница 106: ...sition information V1 7 5 22 2007 Added Note for descriptor program using overlay V1 8 10 8 2007 Correct dept program sequence pg 51 pg 21 must press dept key after X TIME key V1 9 10 31 2007 Added E7...

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