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PLU/Inventory Maintenance

SAM300 Reference Manual v1.0

Inventory History

You can view and/or print purchase and sales history for each item from the Inventory
History tab.

NOTE: If the operator clears some of the poll files, sales history will also be cleared.

Field Description

Purchase History

Grid of historical stock entries from add inventory
function.

Sales History

Grid of historical sales from polled Z1 PLU
reports.

From Date

Choose

From Date

from the drop-down list box.

To Date

Choose

To Date

from the drop-down list box.

Содержание SAM300

Страница 1: ...SAM4s SPS 300 Series SAM300 Reference Manual v1 0 All specifications are subject to change without notice 2012 CRS Inc...

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

Страница 3: ...u Items 9 Drop Down List Boxes 11 Check Boxes 11 Option Buttons 11 Scrolling 11 Stores 13 Overview 13 Creating a New Store 14 Edit a Store 14 Selecting the Default Store 16 Deleting a Store 16 Edit EC...

Страница 4: ...Remove 57 Overview 57 Old Poll Files 57 Log Files Upload Download Poll 58 Utilities 59 Overview 59 Copy a Store 60 Copy PLU File 61 Calculate Number of PLUs 62 After Polling 63 Physical Inventory Com...

Страница 5: ...ter programs Download program files to the register from the PC Download bitmap images for custom pre post logos Poll reports from the register save display or print them at the PC Poll all stores or...

Страница 6: ...lf location Primary and Secondary Vendors fields allow you to maintain vendor contact information for each inventory item Track inventory when multi unit packages of food or beverage items are broken...

Страница 7: ...ey but it can be used only for program saving loading The connection from the ECR to your PC requires a serial port on the PC See Cabling Diagrams on page 78 for more information on cables and connect...

Страница 8: ...rresponding to the port you wish to program The appropriate PORT PROGRAM screen displays PORT 1 PROGRAM P1 BAUD RATE 0 0 9600 1 1200 2 2400 3 4800 4 19200 5 38400 6 57600 7 115200 PARITY CHECK 0 0 NON...

Страница 9: ...the appropriate cable See Cabling Diagrams on page 78 The register power must be on A clerk must be signed on The register cannot be inside of a transaction The key lock can be in any position It is n...

Страница 10: ...oad features can be accessed 1 Click the Start button click Programs click SAM300 and then click SAM300 exe 2 The SAM300 main screen displays YOU MUST DO THIS FIRST Before you can attempt communicatio...

Страница 11: ...rnative to using your mouse you can navigate by typing the shortcut keys on the keyboard Viewing Menus and Selecting Menu Items 1 Point at a menu item with your mouse or type the shortcut key to displ...

Страница 12: ...M300 Reference Manual v1 0 Cascading Menus 1 The arrow indicates additional choices cascade from the first menu 2 Move the mouse pointer in the direction of the arrow to display additional choices Arr...

Страница 13: ...bars are provided Check Boxes Click on a check box to make a selection Click the check box again to deselect the item Option Buttons Click on one of the option buttons also called radio buttons to ma...

Страница 14: ......

Страница 15: ...SAM300 Reference Manual v1 0 Stores 13 Stores Overview Choose Stores to Edit Create New or Delete stores from SAM300 A store must be created before any communications or editing can take place...

Страница 16: ...ype Direct Dial Out Modem or Internet 3 Complete the Create New Store dialog using the reference information in the table on the following page 4 Click Exit to save store information Edit a Store 1 Ch...

Страница 17: ...ization required for your modem for polling or communications Do not add the command prefix AT in this string Do not put into this string any E Q or V values The software automatically handles these v...

Страница 18: ...ay in the Default Store field All editing and programming will pertain to the selected working store Deleting a Store 1 Choose Delete from the Stores menu to delete the working store from you hard dri...

Страница 19: ...gister s keyboard SAM4s SPS 300 programming options are not detailed in this manual Follow the instructions on the screen or refer to the SAM4s SPS 300 Operator s and Programming Manual for a complete...

Страница 20: ...18 Edit ECR Data SAM300 Reference Manual v1 0...

Страница 21: ...LU Inventory Maintenance PLU Inventory 1 Choose PLU and then Inventory from the Edit ECR Data menu The PLU Programming window displays 2 Select the PLU you wish to edit from the PLU Number Lookup Vend...

Страница 22: ...s at the bottom of the window to edit add delete maintain the vendor file or exit the window Button Function Click Exit to close the PLU Programming window and save changes If fields are open for edit...

Страница 23: ...r to the SPS 300 Program Manual You must select EDIT PLU before you can change existing values Note For double wide characters hold down the Ctrl key type W then type the character you wish to program...

Страница 24: ...ow shaded fields cannot be edited Field Description Quantity on Hand The expected quantity on hand is maintained in both Lot and Pieces Lot refers to the purchase unit that may be broken down into pie...

Страница 25: ...rcodes from the Barcode tab to your default printer The label will print to the label size selected in barcode properties settings For best results use a label printer such as the SNBC BTP L580 label...

Страница 26: ...ssary for other label printer combinations 4 Click the Set Barcode Properties button The Active Barcode Control Properties dialog box displays with the General tab selected 5 Select the Code type and...

Страница 27: ...the Change Font button and select the font size and style for the print of the bar code number 8 Click OK to accept the settings and view the bar code as specified 9 Click the Print this Barcode butt...

Страница 28: ...story tab NOTE If the operator clears some of the poll files sales history will also be cleared Field Description Purchase History Grid of historical stock entries from add inventory function Sales Hi...

Страница 29: ...st you in setting a large number of PLUs with similar option settings Field Description Copy This PLU To Enter the number of the PLU you want displayed PLUs attributes copied to From PLU Enter the beg...

Страница 30: ...w 2 To edit an existing vendor file select the Vendor ID or Vendor Name from the drop down list box Click Edit Vendor to open fields for entry 3 Click Add Vendor to open a blank record for entries Use...

Страница 31: ...ata terminal using either Metrologic ScanPal or Optimus8 terminals can be uploaded to your PC and accessed from the By item inventory adjustment window Add Inventory by Item 1 Choose Inventory Add Inv...

Страница 32: ...ime click Exit You will be provided the opportunity to print the inventory additions and then you will be asked if you wish to save the worksheet and any changes The suspended order will be saved usin...

Страница 33: ...e Get Data From Scanned File command button 2 From the Open dialog locate the folder and file where you located the inventory record text file Click Open 3 The Response Dialog displays Click Yes 4 The...

Страница 34: ...to inventory you get the option to print the grid always a good idea to keep a record that the inventory was added Click Yes to print the grid 8 Note the information box in the red highlighted area i...

Страница 35: ...stock is less than the minimum inventory level the fields are highlighted red for easy identification 4 Add stock or stock orders by clicking in the appropriate field in the Order column Enter cost in...

Страница 36: ...are highlighted red for easy identification 4 Add stock or stock orders by clicking in the appropriate field in the Order column Enter cost in the Unit Cost field Enter price or decimal quantities usi...

Страница 37: ...elf or By Vendor from the Edit ECR Data menu 2 Select the order date consecutive number from the Open Orders drop down list box 3 Click Load An Open Order The suspended order displays 4 Edit previous...

Страница 38: ...e DOS Editor or Notepad to look at BAD PLU These are the records that you will have to re enter Before you proceed copy the PLU PDS and SLD files to a safe folder to avoid over writing them You may ne...

Страница 39: ...caution if you choose to use this routine It is possible to update inventory for a polled file that has already updated inventory 1 Select P Mode Programming then Inventory and then Update Inv From Ol...

Страница 40: ...38 PLU Inventory Maintenance SAM300 Reference Manual v1 0...

Страница 41: ...SAM300 Reference Manual v1 0 Communications 39 Communications Choose Communications from the Main menu to initiate communications with the SAM4s SPS 300...

Страница 42: ...to start polling in consecutive order beginning with Poll 1 at the defined time If not selected polling is manual and will begin immediately Timer O Enter the military time the polling session is to b...

Страница 43: ...ton to initiate the download to the ECR click Exit to exit the window Receive Programs from ECR Upload 1 Choose Receive Programs from ECR Upload from the Communications menu to receive program informa...

Страница 44: ...tion Polling area Settings here determine which reports are polled when polling is started 1 Choose Polling Setup File from the Communications menu to define the reports to be taken when polling is in...

Страница 45: ...munications 43 Download Logo Images 1 Choose Download Logo Images from Communications Menu The Download Bitmap dialog box displays 2 Click on the empty logo picture frame The Open dialog displays wher...

Страница 46: ...lect an image and click Open The image now displays on the Download bitmap dialog Note that the image specifications are displayed 4 Choose either Pre Logo or Post Logo and click the Download button W...

Страница 47: ...t 45 Print Print Menu Choose Print from the Main menu to access the printing utilities described below You cannot edit data on any of the data fields viewed through the Print menu Reports will print a...

Страница 48: ...Select the polling date from the drop down list box Zero Skip O Select the Zero Skip check box if you wish totals with zero values skipped Note When zero skip is selected and Employee and Time Keepin...

Страница 49: ...s Downloads or Polling to display the appropriate log file The Log File Report dialog box displays 2 Select the file date from the drop down list box 3 Click the Load Table button to view the selected...

Страница 50: ...U File 1 Choose PLU File from the Print menu to display and print out the PLU file of the working store 2 Choose Sort By PLU or Sort By Descriptor 3 Click the Print File button to print the file 4 Clo...

Страница 51: ...nge dialog box displays 2 Indicate the range of PLUs you with to display and print by entering values into the From PLU and To PLU boxes The screen defaults to display values from the first to the las...

Страница 52: ...from the Available Stores box to add to the consolidated report 3 Click Load Table to load the consolidated store report 4 Click Grid Lines to toggle between displaying grid lines on the table and no...

Страница 53: ...nimum level and difference for each inventory item 2 Click Print Grid to print the report 3 Close the window to return to the main menu Field Description PLU PLU number and descriptor Inv On Hand Hist...

Страница 54: ...percentage based upon the current selling price 2 Click Print Grid to print the report 3 Close the window to return to the main menu Field Description Descriptor PLU Descriptor Quantity Historical Pur...

Страница 55: ...pecific shelf enter the shelf in the Find Only This Shelf field 3 Chose a sorting method by clicking the Sort By Shelf PLU or Sort By Shelf Descriptor button 4 Click Print Grid to print the report 5 C...

Страница 56: ...ort 4 Click Print Grid to print the report 5 Close the window return to the main menu Field Description Vendor Prod Vendor Product ID set on the Edit ECR Data Inventory PLU Inventory tab Descriptor PL...

Страница 57: ...drop down list box This will display PLUs from just that one vendor if no selection is entered all PLUs from all vendors will display 3 Chose a sorting method by clicking the Sort By Vendor PLU or Sor...

Страница 58: ...0 Changed PLU Report This report lists PLU s that have been changed in some manner This may be useful for users who forget if they made PLU changes or who may be uncertain as to which PLU s they have...

Страница 59: ...57 Remove Overview Choose Remove from the Main menu to access the utilities described below Old Poll Files 1 Choose Old Poll Files from the Utilities menu to delete unwanted poll files The Remove Old...

Страница 60: ...dow to return to the main menu Log Files Upload Download Poll 1 Choose Log Files Upload Download Poll from the Utilities menu to delete unwanted log files The Remove Old Log Files dialog box will disp...

Страница 61: ...SAM300 Reference Manual v1 0 Utilities 59 Utilities Overview Choose Utilities from the Main menu to access the utilities described below...

Страница 62: ...ct the store that you wish to copy from by clicking the Default Store field drop down list box 3 Enter the name of the store you wish to create in the New Copy Store field Note that you cannot copy a...

Страница 63: ...2 Select the store that you wish to copy the PLU file from by clicking the Default Store field drop down list box 3 Select the name of the store you wish the PLU file copied to in the Copy PLU File to...

Страница 64: ...You can view the total number of PLUs in the database The number of changed and deleted PLUs are tracked 1 Choose Calculate Number of PLUs from the Utilities menu The Total PLUs dialog box for the sel...

Страница 65: ...onnection drop down list ONLY IF YOU ARE USING A DIAL UP CONNECTION 4 Type in your Outgoing Mail Host Name SMTP in the appropriate location See Determining the SMTP on the next page If you have troubl...

Страница 66: ...er Polling will not work The ISP must accept Microsoft Outlook or Microsoft Outlook Express or the option in SAM300 After Polling will not work Example If you are using Windows XP the SMTP can be foun...

Страница 67: ...he Physical Inventory Comparison compares all PLUs Requirements In order to compare files the external file must have the following characteristics The name of the file must be COLLECT DAT The file CO...

Страница 68: ...file Click Open 4 The Response Dialog displays 5 Click Yes The scanned information will now display 6 Click the Print Grid Button to print the spreadsheet to your default printer Notes When you choose...

Страница 69: ...n SAM300 is executed Select the second check box if you wish to close SAM300 automatically when polling is completed 3 Close the window to return to the main menu 4 Close SAM300 and then restart it fo...

Страница 70: ...plays 2 Enter a value of 1 to 99 Close the window to return to the main menu Backup Poll Data Files This utility allows you to back up poll files to another drive 1 Choose Backup Poll Data Files from...

Страница 71: ...ulating and adjusting inventory levels This routine will calculate purchase history minus sales history and reset the inventory level to the result This is done for all inventory items at the same tim...

Страница 72: ...e same report file When you run the Convert1 all of the reports will be in one date stamped CSV file 03032008 CSV Click Convert2 to save report files individually if you poll multiple reports multiple...

Страница 73: ...directory under the directory SAM300 for the store If you create a store named BIGBOYS the following will be created 1 A directory named SAM300 STORES BIGBOYS This directory holds all the programming...

Страница 74: ...ting KVR Logo message LOM Level modifier LVM Macro MAC Memory allocation MEM Not found PLU NFP NLU NLU Non PLU programming NPC Payrate PAY Printer driver PDV PLU index PL1 Temporary PLU file used in u...

Страница 75: ...ate a forward slash and the time in hours minutes and seconds The last line of the entire session will be saved as SESSION END The last three characters of the line is ASCII character decimal 17 a lef...

Страница 76: ...of the two elements X1 Groups and X1 CLERK Your file SAM300 BIGBOYS POLL 09232004 POL should look like this BIGBOYS 09 23 1996 20 12 59 X1 GROUPS 09 23 2004 20 13 COUNT TOTAL Group 1 0 00 0 00 Group...

Страница 77: ...PRICE CHECK 57 1 PRINT PRICE RECEIPT 58 1 PRINT ON CHECK 59 1 PRINT ON DISPLAY 60 1 PRINT ON RECEIPT 61 1 COMP CONDIMENT 62 1 CONDIMENT 63 1 NA spare 64 5 Disable Void Mode Return 69 1 PRESET OVER MGT...

Страница 78: ...ted Computer Software 1 Install SAM300 a Verify that the hardware key is in place Software can be installed on a PC without the key but it can be used for program save load only 2 Create a new store b...

Страница 79: ...load information from the ECR Refer to Receive Programs from ECR Upload on page 41 1 Start by uploading the memory allocations do this by going into communications and entering receive data or upload...

Страница 80: ...or Laptop that has no serial port you must use a USB to Serial adaptor as shown above CRS offers a USB to Serial adaptor from Perle that has been tested and is known to work with SAM polling software...

Страница 81: ...Reference Manual v1 0 Appendices 79 Cable Pinouts You can configure cables yourself with the diagram provided here or you can order the appropriate cables from CRS Parts at 1 800 333 4949 Direct Conn...

Страница 82: ...80 Appendices SAM300 Reference Manual v1 0 Modem Connections...

Страница 83: ...SAM300 Reference Manual v1 0 Manual Revision Record 81 Manual Revision Record Edition Date published Revision contents v1 0 6 1 2012 Initial Publication...

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