Casio CBMS Lite Manual - Premier Cash Registers Ltd

CBMS Casio Electronics

CBMS Benefits to the your business by Robert

Whether in hospitality or retail, see your profitability grow with CBMS. The Casio Business Management Solution is an easy to use software package that allows instant access to detailed reporting, ensuring stock is easily managed and profit margins maximised.

CBMS Casio Electronics All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the publisher. Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks. While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document. Printed: September 2011 in (whereever you are located)

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CBMS

Table of Contents Foreword

0

8

Part I Intoduction

1 System ................................................................................................................................... Requirements 8 2 Logging ................................................................................................................................... On 8 3 Versions ................................................................................................................................... 9

11

Part II Setup

1 Branch ................................................................................................................................... Setup 12 Manual Setup ......................................................................................................................................................... On PC 14 Editing or ......................................................................................................................................................... Copying a Branch 14 Branch Details ......................................................................................................................................................... 15 Stock Area ......................................................................................................................................................... / ECR 17 Sales Area......................................................................................................................................................... 19

2 Configuration ................................................................................................................................... 20 Setting Up......................................................................................................................................................... Vat Rates 20 Setting Up......................................................................................................................................................... Departm ents/Groups 21 Editing Department .................................................................................................................................................. Statuses 23

3 Multiple ................................................................................................................................... Branch Control 24 4 Memory ................................................................................................................................... Allocation 25 5 Import ................................................................................................................................... File 90 (Dealer Only) 26

28

Part III Programming

1 PLU ................................................................................................................................... Programming 28 PLU Setup......................................................................................................................................................... Wizard Lite 29 Sales Item.................................................................................................................................................. 30 PLUs Context ......................................................................................................................................................... Menu 33 Sales item......................................................................................................................................................... prices 33 Search Grid ......................................................................................................................................................... 34 Setting up......................................................................................................................................................... PLU 35 2@ .................................................................................................................................................. 36 Programming .................................................................................................................................................. 37 Price Shifts.................................................................................................................................................. 39 Additional .................................................................................................................................................. Programming 39 Advanced.................................................................................................................................................. 40 Global PLU......................................................................................................................................................... Price Changes 41 Search Screen ......................................................................................................................................................... 43

2 Clerk ................................................................................................................................... Programming 43 Clerk Detail ......................................................................................................................................................... 46

3 Keyboard ................................................................................................................................... Programming 46 Touch screen ......................................................................................................................................................... 50 Bitmaps .................................................................................................................................................. 53 Adding PLU .................................................................................................................................................. 54 File 946 Pan .................................................................................................................................................. Eu 56 Function program ......................................................................................................................................................... m ing 58

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Advanced......................................................................................................................................................... Function Program m ing 60 Changing ......................................................................................................................................................... Prices 61 Copying Keyboard ......................................................................................................................................................... 63

4 Pull ................................................................................................................................... Downs 64 Pull dow n......................................................................................................................................................... m enu Exam ples 67

5 Set................................................................................................................................... Menus 68 6 Time ................................................................................................................................... Attendance 70 Tim e Zones ......................................................................................................................................................... 73

7 Customer ................................................................................................................................... Programming 73 Custom er......................................................................................................................................................... Groups 74 Custom er......................................................................................................................................................... Title 76 Custom er......................................................................................................................................................... Accounts 77 Initalise Customer .................................................................................................................................................. Credit Accounts 78 Customer Details .................................................................................................................................................. 79 Transaction .................................................................................................................................................. Matching 81

8 Mix ................................................................................................................................... & Match 83 9 Sub ................................................................................................................................... Departments 85 10 UK................................................................................................................................... Mix & Match (ECR Setup) 85 11 Receipt ................................................................................................................................... Programming 87 12 Batch ................................................................................................................................... X/Z 89 13 Additional ................................................................................................................................... Items Text 92 14 Epos ................................................................................................................................... Schedular 93 15 Text ................................................................................................................................... Recall 94 16 General ................................................................................................................................... Control 94 17 Age ................................................................................................................................... Verification 95 18 Floor ................................................................................................................................... PLanner 95 Floor Planner ......................................................................................................................................................... Buttons 96 Create New ......................................................................................................................................................... Floor Plan 98 Sending Floor ......................................................................................................................................................... Plan or Graphic Logo to ECR 100 How to Access ......................................................................................................................................................... Floor PLan 101

Part IV Communications

104

1 Send ................................................................................................................................... Data 104 2 Read ................................................................................................................................... Data 105 3 Scheduled ................................................................................................................................... Reads 107 4 Importing ................................................................................................................................... Scheduled Reads 108 5 Import ................................................................................................................................... From Compact Flash Card 109 6 Flash ................................................................................................................................... X Reports 110

Part V Reports

112

1 Reports ................................................................................................................................... Wizard 112 2 Cashing ................................................................................................................................... Up Sheet 113 Journal View ......................................................................................................................................................... er 115 Banking Sheet ......................................................................................................................................................... 116

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Part VI Utilities

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1 Communication ................................................................................................................................... Server 118 2 IDC ................................................................................................................................... Viewer 119 3 Maintain ................................................................................................................................... users 120 4 Re-Date ................................................................................................................................... Sales 121

Part VII Settings

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1 Settings ................................................................................................................................... Reports 125 Configuraton ......................................................................................................................................................... 125 FTP Reports ......................................................................................................................................................... 126 Em ail Reports ......................................................................................................................................................... 127 Reports Access ......................................................................................................................................................... 128

2 Tools ................................................................................................................................... 128 Com m uincations ......................................................................................................................................................... Server 129 IDC Reports ......................................................................................................................................................... 130 FTP Reports ......................................................................................................................................................... 130 FTP Link ......................................................................................................................................................... 131 Marketing ......................................................................................................................................................... Link 133 Handheld......................................................................................................................................................... 133

3 Settings ................................................................................................................................... Advanced 134 4 User ................................................................................................................................... interface 136

Index

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CBMS Casio Electronics Casio Business Management Solution

Part

I

8

CBMS

1

Intoduction

1.1

System Requirements

1.2

HARD DISK

The actual installation of the program will require 70 megabytes. As the system will build up a historical database this will increase the hard disk space required.

OPERATING SYSTEM

Windows XP, Windows Vista,Windows 7

MEMORY

Minimum 256 Megabytes RAM

DISPLAY

1280 X 1024 Resolution with 16 bit true Colour

ECR REQUIREMENTS

QT-6000, QT-6100,QT-6600

Logging On When you first run the Casio CBMS Software you will be asked for a user name and a password and then to re-type the password to verify it has been entered correctly . This will then become the master administrator name and password and will allow access to all parts of the software. It is not possible to change this password so it is important to keep the details safe. Within the CBMS Software there is a facility to maintain users which allows the manager to create new users and restrict their access to a relevant part of the software.

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Intoduction

1.3

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Versions THERE SEVERAL EDITIONS CURRENTLY AVAILABLE CBMS Full is a complete package allowing programming of the ECR, control stock and run reports for sales and stock data. Primarily designed for a hospitality environment. CBMS Retail Covers all the points above but is designed to manage a retail environment with shelf edge label control CBMS Lite is a version allowing you to program ECR and run reports from ECR sales. Note:- Multi Branch configurations are available for all the above options.

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CBMS Casio Electronics Casio Business Management Solution

Part

II

Setup

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Setup The main screen is laid out with the most commonly used operations on the big buttons on the front Screen. Other options are selectable by pressing one of the Tabs at the top of the screen and then selecting one of the buttons displaying additional options. Some Options may be hidden depending on the application in the ECR and set up parameters of the Software. Note: - it is possible in the settings option to customise the main screen by removing options that are not used. The top row of buttons are not available in the LITE software. It is possible to upgrade to a package with stock control, when the license is upgraded these buttons will become available.

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2.1

CBMS

Branch Setup After installing CBMS on the initial run you will get a setup wizard. The setup wizard allows you to define how many branches(sites) you have, the ECRs you have installed in those branches and allows you to import a till program from one of the branches to create a base program for all the branches. Although branches will all share the same product file, other ECR information can be unique to that branch i.e. prices, keyboard, clerks etc. and can be changed after import.

The first thing required is to select the ECR type of the first branch. You can choose from QT-6000, QT-6100 or QT-6600. To do this click on the graphic image of your ECR and press Next.

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Setup

1. The transfer type is set to TCP/IP. 2. Enter here the IP address of the first ECR. Subsequent ECR's will be automatically generated an IP address. These can be changed afterwards in branch control. 3. This is the name of the first branch. 4. Enter the number of ECR's that are installed in the first site. Additional ECR can be added or removed later. 5. If you have a multi-site system ticking this box will take you to an extra screen allowing you to add extra branches. 6. Select whether to setup the program manually on the PC or import a program from an ECR to form a base program for the branches. If the manual option is selected see the next chapter Manual Setup on the PC. If you choose to setup the environment automatically then the software will communicate with the first till of the first branch and then build the branches using that data. 7. Tick the exclude blanks if you do not want to import any blank or default PLU's created in the ECR. 8. For certain till type you may need to select the IPL version you are using as some features may not be compatible with the version you are using, see your Cash register supplier for further details.

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2.1.1

CBMS

Manual Setup On PC The values entered here need to match the memory allocation of the ECR. These values must be obtained from a print out from the ECR. This option is used when the system will be configured with a completely empty data base.

2.1.2

Editing or Copying a Branch

The Branch control button is located on the settings tab at the top of the screen. This option will allow you to change or create additional branches. All branches that have been setup are listed with their details.

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Setup

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To edit this information simple double click on the branch or select the branch and click edit. You will now get a screen where you can enter/ change the branch address and contact details. You will also see a Stock Area / ECR tab and a Sales Area tab; these are explained in detail in the next chapter. To add a new branch from the software you must copy an existing branch. To copy just click on the branch you want to copy from and click copy. A screen then appears allowing entry of the new branch name, address and contact details. Clicking OK will create the new branch and copy from the selected branch all program information including ECR type, transfer type, till type, etc. Once created you can edit the branch's settings that are unique to the site.

2.1.3

Branch Details Several cash register models are supported in CBMS and in order for data to be transferred correctly between the cash registers and software we need to specify which cash registers are installed. Select the cash register type you are using from the cash register type drop down box. Note: - The Cash register type is set when using the import wizard.

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CBMS

Branch De tails

The IP address of the ECR terminals must be setup. This information can be obtained from the system connection table of the ECR, a total of 32 terminals with IP addresses can be connected per branch. N.B. If using a QT series with the DHCP server, the IP addresses will be configured as above by default. If using Multi branch software each branch will have its own set of IP addresses. If using TCP/IP it is best to fix the IP address of your computer. You may have to refer to the help screens on your computer to do this.

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Setup

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Example O f Windows XP

2.1.4

Stock Area / ECR When you create a new branch a stock area is automatically created. It is possible to create multiple stock areas per branch. Stock must be ordered into each stock area and can then be transferred from area to area. Stock takes and item wastage must be done per stock area. An example of when multiple stock areas may be used is in a large stadium or arena, where the stock is delivered and kept in a cellar before it is transferred to the individual stands/kiosks. Here we would have one branch and create multiple stock areas for the stands/kiosks and one extra stock area for the cellar. ECR's (Electronic Cash Registers) which are installed at the site must be allocated to a stock area, so when sales are registered through the ECR it is taken from the correct stock area. As a default when the first stock area is created an ECR is allocated to that stock area with ID 1 additional ECR can be added as required. Stock areas do not have to have an ECR allocated, this can be useful for setting up stock holding areas i.e. the cellar in the following example.

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CBMS

CREATE A STOCK AREA 1. Click the Stock area/ECR tab 2. Click the + key above the stock area window 3. Enter the stock area name and press OK EDITING A STOCK AREA NAME 1. Simply double click on a record in the Stock Area 2. Edit details in edit screen. 3. Click OK.

Stock Are a/ECR

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Setup

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ADDING AN ECR TO THE TERMINAL 1. Click on the stock area/ ECR tab. 2. Highlight the stock area where the till is installed. 3. Click on the + by the ECR. 4. Click on the ECR number and click OK. (Multiple ECRs can be selected at one time by dragging the yellow box) 5. Enter the ECR name 6. Select the reporting area for the ECR

Adding Te rminal to Stock Are a

N.B. If an ECR is removed or faulty the active tick can be removed to prevent errors when the Z reports are collected or programming changes are sent. 2.1.5

Sales Area Sales area are for reporting purposes, these allow you to group a number of ECR's within a branch and get consolidated reports for that group of tills. This is especially handy where you may have a branch with a separate bar and restaurant area with multiple tills in the areas and you would like to report on them separately. Note:- to use these options you must select the reports in the Sales Area Report Group. These allow reports to be generated by sales area.

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CBMS

Step 1. set up the sales areas

Step 2. Add all ECR as per the previous chapter Step 3. Type a Name for Each ECR to allow easy identification Step4. Link each ECR to a sales area

2.2

Configuration

2.2.1

Setting Up Vat Rates

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Setup

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VAT codes are set up by allocating a percentage value to a Vat Code. The code number is then allocated against each department or product and used in calculations when purchasing, selling or whilst printing reports. When the Vat Rate is changed you only have to update the rate in the vat screen.

Note: - The system is designed to work with VAT inclusive selling prices.

2.2.2

Setting Up Departments/Groups

When you create a product you must link each Scan PLU to a department. Products are sold on the ECR through scanning PLU's (Price Look Ups). The scanning PLU contains the product information, ie the price, description, etc. To help reporting, PLU's are linked to departments which are in turn linked to a group which can then be reported on separately or used to sort data easily.

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CBMS

ADDING A GROUP 1. Click ECR Setup. 2. Click New. 3. Type in Group name. 4. Type in ECR name (16 characters only).

ADDING A DEPARTMENT 1. Click ECR Setup. 2. Click Departments. 3. Click New. 4. Type in Department name. 5. Type in ECR name (16 characters only). 6. Click on Group name and select group link from drop down menu.

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Setup

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Note :- If you get a warning that you cannot create any additional departments or groups, this is because you have reached the maximum number allocated in the ECR. Contact your dealer if you need to add some more departments. 2.2.2.1

Editing Department Statuses

As departments can be placed directly on the keyboard they have some functionality which controls they way they work. It is possible to set a PLU to follow the status of it's linked department, thus, inheriting the functionality of the department. This can be handy when all PLUs behave in the same way (i.e. sent to kitchen printer and same order character) and saves having to set the same statuses individually for all items in that department. The Fields highlighted in bold are branch specific. When using a multi branch system changing the branch using the branch selector allows these fields to be set per branch

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CBMS

For a description of the individual statuses meaning see Setting up PLU

2.3

Multiple Branch Control When using multiple branches, apart from PLU name, departments and groups. All the rest of the ECR program must be programmed per branch. On each screen you will find either a drop down box or a tree from where you can select the branch you wish to program.

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Setup

2.4

25

Memory Allocation

The memory allocation specifies to the software what the maximum file sizes are in the ECR. This prevents the software from sending files that are too big for the ECR which would result in a program mismatch between the software and the tills. Please ensure that the maximums are correctly set for your ECRs, contact your dealer for more information.

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2.5

CBMS

Import File 90 (Dealer Only)

This icon takes you to the branch setup wizard. See Branch Setup section.

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CBMS Casio Electronics Casio Business Management Solution

Part

III

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CBMS

3

Programming

3.1

PLU Programming A PLU (Price Look Up) is a code which links to a product's details i.e. price, department,etc. The PLU code is usually allocated to a button on the keyboard of an ECR to allow the cashier to sell that product with having to input the name, price or any other details of that product. Each product must have a unique PLU code and must be programmed in CBMS and sent to the ECR for the ECR to be able to reference the PLU code's details when sold.

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Programming

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To add a new PLU click the new button this will bring up the PLU wizard which will take you through the steps of creating a PLU

To edit the details of an existing PLU in the list. Either double click on the PLU in the list or highlight it by clicking once and then press the edit button. This will bring up the PLU details screen

To delete a PLU which is not sold anymore highlight the PLU in the list and click delete. This will remove the PLU from the list and the ECR but will not delete any sales related to that item.

The Filters above the grid can be used to filter items by name, price, 2nd price or PLU type. Once a selection has been made it can be reset to default by pressing this button

3.1.1

PLU Setup Wizard Lite

When creating a PLU using the CBMS Software due to the stock taking aspect of the software there are three type of PLU we can create.

Sales Item allows creation of a PLU with a price, description, group,department links and all the status fields that are available in the cash register. This type of item is used where no stock control is necessary such as a meal or cooking instruction. Full sales reporting is still available for these items

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3.1.1.1

CBMS

Sales Item

Select the sales item radio button. Sales items are Price Look Ups (PLU), registered at the point of sale allowing sales reporting but not stock controlled. 1. The ID box is the number of the Price Look Up used in the cash register. When the Automatic generate ID box is ticked the next sequential number is used. If it is not ticked it will allow you to put in your own PLU number. 2. The Create Series of PLUs tick box allows you to create a range of PLU. To do this you enter the number of PLUs you want to create and the current PLU you are creating will be duplicated the number of times you have specified. 3. Click Next.

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4. Enter POS name which will appear on the display and the receipt of the cash register. 5. Each item must be linked to a department to which it will be reported on. Select the appropriate department for the product from the drop down. The group which the department is linked to will appear greyed out in the box below. To change or add a department or group click the green plus. See Setting Up Departments for more information. 7. Select Vat rate which will be applied to product. 8. Enter the main Sale price of the product. 9. Click Finish.

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CBMS

Once the wizard has finished, it will ask if you want to display the PLU screen. At this point any alterations to the PLU can be made. For example setting printer allocation or menu links for cooking instructions.

Note :- see Setting up PLU section for more information.

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Programming

3.1.2

33

PLUs Context Menu The PLU context menu is accessed by right clicking on the PLU grid. This menu allows a range on products to be programed. To select a range of PLUs use hold down the shift key click the first PLU on the grid and then the last PLU in the range. The block of PLUs should then be colored yellow you can now release the shift key and then right click on the block to access the context menu. Any programming done through the context menu will be applied to the whole block of PLUs.

3.1.3

Sales item prices This screen allows you make price changes quickly and easily between price levels by presenting the data in a spreadsheet format. It is also possible to edit the PLU name directly from the grid.

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CBMS

It is also possible to update prices using specific criteria by selecting multiple PLU by holding the Ctrl button & clicking on PLU or holding the shift and selecting a range of PLU. Then press the price Update button This option then allows various methods of price changes. Money amount +/Percent +/Rounding the prices to specific values Copying from one price to 2nd@ or shift Note: - When Multiple branch's are enabled an extra option is available to copy between branches.

3.1.4

Search Grid Once the PLU or Scanning PLU button is pressed you will see the search grid. There are several ways to refine the search and more than one method can be used at once.

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1. When searching for a product you can use the filter to narrow down the products displays. To do this type in part or all product name you are looking for in the box above or select a option from one of the drop boxes. 2. Clear Filter this clears any filters set, displaying all products. 3. When a department is selected from the tree it displays only items linked to the selected department. 4. The results grid shows all records matching the search criteria. 5. To edit a product press the Edit button or double click on the item on the results grid. 6. The New PLU button shortcuts to the Item Creation wizard.. 7. The Delete button will delete the PLU from the system so it can no longer be sold at the till. Historical sales of this products will not be lost however. 3.1.5

Setting up PLU The PLU program screen allows you to setup the way in which the PLU will function within a certain location. The PLU name, POS Name, Department, VAT and Subdepartment are common to all branches. All other settings are programmed per branch. To change between branch's when programming click on the blue button displaying the current location and then select the new one from the drop down list. Each PLU can be excluded from the branch by checking the Excluded check box. This will stop the PLU being sent to the till so the branch will not be able to sell the item. There are 5 programming tabs Programming, 2nd @, Shift Programming, Additional Programming and Advanced. These buttons give access to extra features that are available in the ECR and differ depending on the model installed at the location. These features are explained in the following sections of the manual. Note :- When an item is created as a sales item, only tabs for programming will appear. Also a cost field will be displayed. This field is for a single unit cost Ex vat. This is for items where stock is not required but a basic profit report is used.

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3.1.5.1

CBMS

2@

Each product can have a second selling price with a different quantity. This can be used for products such as half-pints beer or a spirit double. To use this function you must set a second unit price button on the ECR keyboard. To register a second unit price simple press the second unit button and press the required PLU.

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Price this is the retail price of the second unit. Quantity when you register the second price you specify what fraction or multiple it is sold in. For example a half pint would be 0.50 a double would be 2.00 2nd POS Name description printed on the screen and receipt also can be sent to an order printer. E.g. HALF PINT LAGER. Department & Sub Department this is the reporting status of the second selling price on the ECR Zero Price allows zero price goods to be given away but still keep stock. 3.1.5.2

Programming

Condiment this can be used for chargeable cooking instructions for instance toppings on pizza. It will follow the main sales item to a printer and will be indented. Because it is chargeable it will appear on the final bill. Zero Price allows free of charge goods to be given away but still keep track of stock. This could be used for promotional items. Negative Price sells an items as a credit item Preparation when this option is set the ECR will treat this as a special instruction for preparing food. It will not appear on the final bill that is presented to the customer. To use a preparation PLU you must first sell an item. The preparation PLU will follow the main item to the printer. It will be indented on the printer to show it is a cooking

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CBMS

instruction. Open Price If you are using PLU as a bin number for wines, this allows a PLU number to have an amount registered against it. You must take off the digit limitation explained later on. An open price button must be set on the keyboard. Use main item amount when this option is set the PLU becomes a set menu. All the pull down links are then used to select items from each group such as a starter, main and dessert. If the items in the list have their own retail price this will be overridden and the set menu PLU price will be used. Note: - The above function allows you to make a set menu using items that already exist with prices. This method will affect the GP% of the items that are used in the sub menu and is only recommended if you do not wish to control food items. Use Premium Item of Set Adds the second unit price to the PLU with the Use Main item amount PLU LDL sets the low digit limit to prevent under rings of sales by number of decimal places. High Amount Sales Set the maximum open value of sales that can be registered i money. Printer 1~16 Up to 8 order printers for the QT6000 or Qt6100 & up to 16 for the QT6600. These printers can be for starters, mains, desserts or even a printer on the bar for drinks. A PLU can be sent to more than one printer at a time such as a main course being sent to the salad preparation area as well as the main grill. Prints In Red highlights PLU in red on the kitchen printer. Pull Down Menus a PLU can link to pull down menus. Pull down menus are explained in greater detail in a later section. Example:- A PLU is set up as a steak. How you want it cooked such as rare, medium or well done can be added into the pull down menu 1 of the steak. It could also go on to pull down menu 2 and ask a question chips or potatoes. These instructions will then be printed on an order printer in the kitchen. Follow Department Link will make the PLU behave the same way as it's linked department . (See Editing Department statuses) Block Close This item will be programmed in the ECR but will be blocked from selling.

N.B. Depending on the cash register type, not all options above may be available.

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Programming 3.1.5.3

39

Price Shifts

Eight additional prices per PLU can be setup for the QT6000, QT6100 and QT6600. The relevant file must be set up in the ECR before this can be used. The price shifts could be used in a canteen where employees might have different rates of subsidies or clubs with different member's status. A sales report showing an amount and quantity for each price shift with a total summary is available in the reports section.

3.1.5.4

Additional Programming

Time Dependant Item tick this if you want the item price to increment by a set amount over a set interval of time.

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CBMS

Interval This is the interval time in minutes in which the price change will take place Change price 2 This is the amount to add to the price after the price 2 interval time Price 2 interval This is the number of intervals before price 2 is added. Change price 3 This is the amount to add to the price after the price 3 interval time Price 3 interval This is the number of intervals before price 3 is added. Use Last Price Uses last interval price rather than adding the prices. Color Link This sets the colour for the PLU when used with the search key simple programming Eat In Allows PLU to be sold as an eat in item Take out Allows PLU to be sold as a take out item. Display Bit Map Toggles between whether the PLU shows a search button with a bitmap or as text with a colored background Bitmap Colour Link If Display Bitmap is ticked then enter the number of the bitmap you want to be displayed if not then select the background color from the colour palette. This only applies when the PLU is shown using a Search key on the keyboard. 3.1.5.5

Advanced

These are used for advanced ECR setup. Some are specific to certain models only.

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Commission 1 set the PLU to add commission from the product when sold to the clerk at the commission 1 rate for that clerk. Commission 2 set the PLU to add commission from the product when sold to the clerk at the commission 2 rate for that clerk. Selective 1 will include the PLU when the selective subtotal 1 is pressed allowing discounts or premiums to be applied to only these items. Selective 2 will include the PLU when the selective subtotal 2 is pressed allowing discounts or premiums to be applied to only these items. Single item used for ticketing systems where the PLU is only ever sold a single item i.e. Admission fee. Open PLU allows the PLU to be sold at a price specified by the cashier. Hash PLU if this is ticked the PLU will not add into the Gross sales when sold. Full Hash PLU will not add into the Gross or the Net sales when sold. Dispense set this if the product is linked to a dispense system. Bon Record sets the amount of Bon receipts (tickets) printed. Random Code the PLU can be set to use a random code specified here instead of the sequential PLU codes given by the software. Set Menu links the PLU to a set menu which will automatically sell a set number of PLUs or prompt the cashier to select PLUs from a pulldown menu. 3.1.6

Global PLU Price Changes Global PLU prices allows you to change the price of a range of products for each branch. This can be a set amount or percentage.

First you will need to select the range of products by dragging the yellow box over them. Products can be filtered by departments using the tree on the left or by name or price by using the filter at the top.

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CBMS

Then clicking the update prices button will call up the range price modification box. This allows you to select the price change to selected products. This can be done by an amount, a percentage, rounding or copying price levels. For each operation you need to select to which price level the price change effected and by what value.

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Programming

3.1.7

43

Search Screen The search button allows you to search for scanning items by supplier reference, scancode and name.

The main advantage of using the search screen is it will find scanning item which have additional scanning codes linked to them when search for them using the additional scanning code.

3.2

Clerk Programming A clerk must be signed on before the ECR can be operated. Each clerk can be set up for a specific type of operation. Such as a bar clerk that is preset to the keyboard or a waiter that uses an I-button to sign on with compulsory tables and covers, even a manager function. To program clerks you must first assign a clerk function to the keyboard and then allocate the clerk to the key. You can reassign clerks to a sign on key as often as you want.

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CBMS

CLERK SETTINGS ID when you press the new button it automatically generates the next sequential number. Cashier Name this is the description that will be used on the computer sales reports for clerks. EPOS Name appears on the receipt and display of the ECR when the clerk signs on. Drawer No If you have the multiple drawer option fitted the cashier can be designated to drawer. Check No for interrupt when using the clerk interrupt each of the operators must be allocated a buffer number. This buffer is used for temporary storage of data when a clerk has been temporally held. Cashier secret No. If you are using the waitress system a four-digit secret number can be allocated to a clerk. This number is then used to sign on the clerk. Commission rates can be allocated to clerks so that when certain items are sold on the till the clerk will receive commission on selling that product. Table Control a clerk can be specified a table range so that they are limited to only being able to open tables in that range. The following buttons will be available depending on the ECR model. Sets compulsions, clerk or manager, void control Etc. All options on these screens are selected by ticking an option or entering a numeric value.

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Sets the default price or menu level for each cashier or waitress when signing on. Level 1 keyboard is set up for food and level 2 is set for drinks. The waitress would default to level one and bar operators default to level two. This button allows you to restrict which mode positions each cashier can access. E.g. the reports or programming on the ECR itself Allows restrictions for each individual key type. The Functions are sub divided into 5 categories. These allow you to restrict each clerk from any function key. This key allows you to restrict each arrangement file or macro keys. Restricts what reports an operator is allowed to take.

SETTING A CLERK KEY TO THE KEYBOARD 1. Double click a key on the keyboard. The function screen will appear (See Function programming) 2. Select from the key type box Clerk Functions. 3. In the Function Types select the Clerk Sign on function. Other information shows all the existing clerk keys 4. Press the New Totals button. A new record is added to the other information box, and the cash control window appears 5. Enter Cash control details. 6. Change the register description. Do keep the default description for all keys. 7. If the machine is a preset ECR select the font tab and change the text. 8. Press Ok ALLOCATING A CLERK TO THE CLERK KEY 1. Double click on the clerk key. You will then see a box titled Cashiers 2. Select a cashier from the list 3. press Ok

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3.2.1

CBMS

Clerk Detail Each clerk can produce sales reports tracking totals from the ECR. First the ECR must be set to track the correct totals, this must be setup on the ECR by the Cash Register supplier. Then the Record numbers and Descriptions of the items must be entered into the computer. When the sales reports are printed it uses the headings on the reports.

Buttons on the right of the screen allow you to delete or add new records. The default number of records for this is 10. If the number of details changes this must be changed on both the ECR and the computer. To change the number of details on the computer go to memory allocation. This must be changed to match the ECR.

3.3

Keyboard Programming The keyboard programming covers the layout and functionality of the keyboard. The button functions that can be allocated are split into the sections listed below. Note: - The buttons described below are for the complete specification of the QT-6600 not all functions are available with

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scanning functionality.

PLU Department Pull down

Cashiers Payment/finalise Discount Premium System Check Table Clerk function Other Functions Transactions Numbers Disable This Key

Allocates a PLU to the keyboard Presets a Department to the keyboard Assigns a pull down group to a list function key already on the keyboard. List function keys are assigned under the other functions group. Sets a cashier to an existing clerk sign on function. Clerk sign on function are assigned under clerk Functions. Sets a payment type to the keyboard such as cash, cheques or credit cards Sets a discount or premium key. Sets system keys to the keyboard. These are keys necessary to operate the ECR Functionality associated to the check tracking operation. Functions associated with the clerks General functions Keys with totals but do not affect sales Allows moving of the Numeric keys.

PAYMENT FINALISE Cash amount tendered Cash Payment Charge Charge Payment Check Tendered Check Payment Coupon Used for registering Coupons Coupon2 Use this key to register the next item as coupon Credit Card Credit card Payment

Discount Minus Plus Premium

DISCOUNT/PREMIUM Gives a percentage discount Gives a money value discount Add a money surcharge Add a percentage surcharge

Add check CUST INQ

CHECK/TABLE FUNCTIONS Combines Two Tables or checks Customer Inquiry Button

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CBMS

Customer ID Mode Customer Number Item Search Location Change

Used to open a customers account used to enter the number of Covers Search key used to display all PLU that match criteria used to navigate between clerk windows or non graphical check windows Mode Used to switch between modes New Balance Holds a balance without finalizing New Check Opens a new Check not existing check New/Old check Opens a new or existing check Old check Opens a previously opened check Open Check Used to print out open check report for a clerk Order character change used to temporarily change the destination of an item on an order printer Point Redeem Used to redeem points for a discount with the customer file Payment Used to make a payment to a customer account. Recall Used to recall text messages Round Repeat Used to repeat an order Separate check Used to sperate out individual items from a check Store Used to automatically store next available check number Table number puts a reference number onto the kitchen Printer Table Share Table Transfer Transfer the contents of a check to another number Transaction recall

Clerk Sign on Clerk Transfer Operator Number Operator Read/Reset

CLERK FUNCTIONS Used to assign a clerk sign on key to the keyboard Used to transfer opened checks to another clerk Used to enter a clerk number during clerk transfer Used to issue an individual clerk report

OTHER FUNCTIONS Arrangement keys BTL Return Check Print Clock In/Out Cube Key Declare Dutch Account First Unit Price Function List Journal Memory X/Ketten

Macro Key used withe the bottle function prints check details to slip printer Used with time & attendance for tracking staff work hours Used to multiple A x B x C for cubed multiplication Used to Declare takings at end of shift Used to split a receipt by the quantity registered. Shifts the PLU to use the first unit price Used to group similar functions in a pop up menu Enters into Journal review mode Used to issue number of stub receipts

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Used to assign a pull down to the keyboard Used to recall a pull down menu that is not assigned to the keyboard Media Change Used to correct wrongly finalised payments Menu Shift Used to shift the keyboard levels (1 to 8) Merchandise subtotal Shows Subtotal of only new items added to the check Multiplication Use this key to enter a quantity for multiplication. Used between transactions to display the Date and Time NFP Used to add not found bar codes at point of sale NLU Number look up for adding barcodes to the keyboard. OBR Used to manually register barcodes Open Temporarily removes digit limitation Open 2 Temporarily releases compulsions PLU Used to register PLU not assigned to the keyboard Post Entry Used to recall set menu that has been suspended Price enquiry Shows a product price without registration Price Used to enter an open price to a PLU not assigned to the keyboard Qty For Same as multiplication button Room MSG Used to read a room message when used with a PMS system Room Number Used to charge to a hotel room when used with a PMS system Seat Number Used to register items against each seat number at a table Second Unit Price Used to register Second unit prices Eg Half or double's Selective item Sub total Used to subtotal only PLU with this status flag set Slip Back feed release Reverse paper in slip printer Slip Print Prints bill to slip printer Square Used to multiple A x B for Square multiplication Stock Inquiry used with basic stock system on ECR Substitution Replaces items in a set menu Sub Total Prints a subtotal of the current transaction Tax Exempt Changes the tax status of an item to exempt Tax Shift Status Changes the tax status of the item Taxable Amount Prints the taxable amount subtotal Subtotal Text Print Used to type a Messages Text Recall Used for printing messages on screen and printers Tray Total Allows multiple sub totals on a tray. Work time used for simple time & attendance X/Ketten used to issue multiple stub receipts

Bill Copy Cancel

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TRANSACTIONS Used to issue a bill copy Cancels current registration

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Currency Exchange Deposit Error Correct/Void House Bon Loan Normal Receipt No sale Non Add Non add/No sale Paid Out Pick Up Receipt Received on Account Refund Tip Validation Eat In Take Out

Converts total into foreign currency Used to Register a Deposit Cancels an item that has been registered Registers items as at a zero balance Used to register loan amounts Used to produce a post finalization receipt Opens Drawer without sale Prints Reference Number on to receipt Prints Reference Number on to receipt & Opens Drawer without sale Used to register money out of the drawer E.G paying bills Used to pick up money from drawer Issues post receipt Used to register money into the drawer E.G Float Used to refunds goods Used to register tip amounts to a transaction Validates items on a slip printer Used to register if a customer is eating in Used to register if a customer is taking away

DISABLE THIS KEY

3.3.1

REMOVES FUNCTIONS FROM KEYBOARD

Touch screen The QT Range has a touch sensitive screen. Up to 15 menu levels can be laid out with sperate products and functions. Menu levels can then be linked together by menu buttons. The right drag area allows you to drag and drop PLU, function keys and bitmaps depending on which type of button is currently depressed to the keyboard area. It is possible to setup PLU and allocate them to the keyboard directly without having to exit this screen.

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The first section of the tool bar uses stay down buttons. Press a button once, such as the double rectangle key then click on a single key to convert it and the adjacent key to a double. Important :- if keys are not single buttons then you cannot convert them to a double or quad buttons.

Converts keys back to a single square. Converts single buttons to a double horizontal rectangle. Converts single buttons to a double Vertical rectangle.

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Remove the link between the keyboard and the bit map file. This does not delete the image from the bitmap file. Sets the text that will appear on the key top. the default will be the PLU or function description. When you click on a key brings up the function programming screen, also allows price changes on PLU and pull

52

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Converts single buttons to a quad square button Converts a key to a single circular button.

downs Brings up PLU programming screen allowing changes to any PLU fields such as printers. Runs new item wizard and allocates to the selected button.

Converts a key to a double horizontal oblong .

Allows programming and setup of the pull downs without having to leave the keyboard screen.

Converts a key to a double vertical oblong .

Allows Importing of Bitmaps to allocate to the keyboard

Converts Single buttons to a Quad Circular button

QT6000 Pan European Version only. Allows set up of function lists.

From the drop down box you can select up to 15 Menu levels. Once you have set up the function keys it is possible to copy these to other menu levels. Note :- See copy keyboards Right clicking on a key will show a pop up menu. Excluding a key shows a no entry sign that stops this key being reprogrammed until it is included again. Deleting a key will remove it from the display. Undelete will restore the key.

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Bitmaps

Pressing the import bitmap button on the toolbar brings up the bitmap file editor. From this screen you can then Add to the bitmap file, you navigate to where the bitmap is located on your computer and press open. It will then be available to drag and drop from the right hand panel to the keyboard. If a bit map is no longer required then it can be replaced. This will overwrite the existing bitmap. Buttons that are linked will automatically show the new picture. A bit map can only be deleted if it is the last in the list. It is recommend that you replace bitmaps. The Up and Down buttons reposition the bitmap within the file.

QT-6600 Keyboard

Normal Square Noraml Circle Double Width Square Double Width Circle

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Touch 66 x 52 72 x 58 138 x 52 144 x 58

CHK/CLK Window 86 x 71 92 x 77 186 x 71 192 x 71

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Double Height Square Double Height Circle Double Square Double Circle 3.3.1.2

66 x 114 72 x 120 138 x 114 144 x 120

86 x 156 92 x 162 186 x 156 192 x 162

Adding PLU

ADDING A PLU 1. Double click a button on the keyboard with no function assigned, the button assignment screen will appear 2. Select PLU from the key Type, the PLU lookup will appear. 4. Search the department for the correct plu and press Ok

ADDING A PLU USING DRAG & DROP Drag the PLU from the PLU selector and drop onto the button to assign.

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CREATING A PLU USING DRAG & DROP Press the New PLU button and then click on the button to assign the PLU to. The PLU creation wizard appears, follow the instructions as usual to create a PLU directly to the keyboard.

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3.3.1.3

CBMS

File 946 Pan Eu

It is possible to allocate a button that will display a list of functions to save space on the keyboard. The left had pane shows all function that are available and the right hand pane shows which functions have been transferred to file 946. File 946 allows groups of similar functionality to be displayed. Highlight the position it is to go into on the right and then double click the function on the left to transfer.

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Once the file 946 has been setup, allocate one function list key to the keyboard for each group of function keys. Press the advanced button and then enter the starting and ending number of the records you wish to show. This needs to be done for each group of keys.

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3.3.2

CBMS

Function programming The method of adding a payment button for example is the same for all other function types. Once you have selected a Function code and allocated it to the keyboard you can adjust the functionality of the button with the advanced features or in some cases set a rate to the key such as discount amounts using the advanced 2 button.

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ASSIGNING A CASH PAYMENT KEY 1.Double click the required key, the Button Assignments screen appears. 2.Select the Payment/Finalise option from the Key Type. The Function Types box then lists all payment methods. 3.Click Cash Amount Tendered in the Function Types box. Other Information then lists existing Cash keys. 4.Click the New Total button to add a new Cash key. The Cash Control File screen appears. 5. Type in the name that will be printed on the Computer reports 6. Select a Group 7.Change the Register Description, this appears on the ECR. 8. Press the Ok button.

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CBMS

When a financial report is printed all records in the same Group are added together to produce a total. If you do not wish a total to appear, select No group and tick Do not display on reports. 3.3.3

Advanced Function Programming Press the advanced button on the Button Assignments screen, this will display another form. This allows you to set options for each function key. Some of the options are tick boxes; other features may require a number. The positions available will be different for each type of function key. The advanced 2 button option allows you to set rates to keys for instance discount or premium keys.

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Changing Prices Price changes can be made quickly by double clicking on a PLU button on the Keyboard. Enter a new price into the price field or price 2 for second unit prices as well as the quantity modifier and press Ok to change.

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CBMS

To change prices within a list double click on a list button, the Select Pull down screen appears. Up to 4 pull down menus can be accessed by pressing the corresponding prices button. On the ECR these additional lists can be accessed by pressing the list key and each pull down will be displayed. Example:- You can assign different types of wines to each pull down groups, White, Red, rose and Champagne.

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Copying Keyboard Once a keyboard has been setup with all function keys that it requires, it is possible to copy these to other menu levels. This will save setting up the functions on each keyboard level. It is recommended that you do this before allocating the PLU to the keyboard.

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3.4

CBMS

Pull Downs There are two methods for registering items in a pull down menu. The first is to allocate a pull down menu to the keyboard. When you press this key a pull down menu appears, then select a PLU from the products shown. The second is to link the Pull down to a sales item. This allows you to sell a PLU called steak and a menu to appear asking how it is to be cooked or for extra sauces.

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ID this is the number of the pull down menu in the till. This is automatically generated when you press the new button. Menu Name is the heading that the menu will have when it appears. Maximum When the Fast Food option is set this is the maximum number of items to be registered. Minimum is the minimum number of Item registrations. Key Shape sets the button shape when the pulldown is displayed. Window Color This sets the colour of the title bar of the pulldown menu Key colour This sets the colour of each key in the pulldown group

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CBMS

Pressing a chevron displays a colour pallet. The Window Colour changes the title bar of the pull down menu when it is displayed. Select the Key Colour then click on the grid lines you wish to colour. When the Pull down is displayed on the QT6000 the buttons in the pull down menu will be shown in colour.

ADDING ITEMS TO THE PULLDOWN LIST Sales items tabs shows all the PLU's grouped by departments. By double clicking on a PLU it is then added to the pulldown at the current postion on the grid. Up to 20 items can be added for the QT-6000 & QT6100 & 28 items for a QT-6600 Pull down Menus Tab nests a pull down menu inside a pull down menu Functions tab allows function keys to be added to a pull down menus. Not all function keys will work. Item Text the text can be abbreviated using this function. Depending on the number of items in the pulldown the number of buttons will get smaller when displayed on the ECR. This function allows the text to be abbreviated on the ECR. Clear allows an item to be removed from the pull down menu Pulldown Items Grid Code is the PLU, pull down number or function. Description this is the name of the product or menu. PLU/Menu this shows whether the link is a PLU, another pull down menu or function CREATING A PULL DOWN MENU 1. Press the New Button 2. Enter description into Name field 3. Press Sales item tab, double click a PLU from the list

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Move cursor down to next line, repeat adding PLU's Select Key Shape Press Save

ASSIGNING A PULL DOWN TO THE KEYBOARD 1. Double click the required key. The function screen will appear 2. Select from the key type Other Functions. 3. In the Function types select the List Key function. In the other information a list of all the existing List functions will appear 5. Press the New Totals button. A new record is added to the other information box. The cash control box appears. 5. Fill in the computer name and press Ok 8. Change the register description to describe the pull down that it will be linked to. Eg Beers, Wines 9. You can select the Font Tab and change the text as required. 10. Press Ok 11. Double click on the button again. You will then see a box titled Pull down menus with a list of pull downs that can be linked. Select a pull down and press Ok 3.4.1

Pull down menu Examples Within the general controls of the ECR there are options to control the pull down menu. Option 1. Fast Food opens the menu until the maximum and minimum limits are reached. Fast food applications are used where you want the window to stay open. Setting the Maximum field to 9 will stay open until you press the ESC button. Option 2 Fine dining Quantity remains open for only one registration. Pull down menus can have up to 20 items. These can be ether PLU or other pull down menu. You can set up to 4 pull downs to a list button (This is done through the keyboard set up section). When you repeatedly press this list key it will rotate through four menus. This could be used for displaying red wine, white wine, rose and champagne using only one button. If you are in a very busy sales area you can speed up operation by changing a machine selection in the QT2000/QT2100 POS. (Refer to dealer for this option). When a menu appears you can select the number by the side of the item 0 to 9. This will register without having to press the YES button. If you use this option it will restrict the number of items in a pull down to 10

EXAMPLE ALLOCATING PULL DOWN MENU TO KEYBOARD 1. Create PLU with retail prices; Whisky, Gin, Vodka 2. Create a pull down group with a heading Spirits. 3. Add PLU created in step 1 to pull down group created in step 2

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CBMS

4. 5.

Create List button on keyboard (explained in keyboard section) Link pull down to list key (explained in keyboard section)

EXAMPLE PLU ON KEYBOARD ASKING COOKING INSTRUCTIONS 1. Create several PLU with preparation status, E.g. rare, medium and well done 2. Create pull down group called how cooked 3. Add the PLU rare, medium, well done to the how cooked pull down group 4. Create PLU called fillet steak with retail price, and allocated to an order printer. 5. In the fillet steak PLU add the how cooked to the pull down 1 field. 6. Steps 1 to 4 could be repeated to create an instruction for potatoes and chip. This would then go into the fillet steak pull down 2 field. 7. Allocate PLU to keyboard (explained in keyboard section) EXAMPLE SET MENU PLU WITH FINE DINING QTY SET 1. Create PLU for starters 2. Create PLU for main courses 3. Create PLU for desserts 4. Create starter pull down group and add starter PLU 5. Create mains pull down group and add mains PLU 6. Create dessert pull down group and add dessert PLU 7. Create a PLU called Set menu. You can set the use main item amount flag as described in the PLU section. It will then use the price set against the set menu item. 8. Add the starters pull down group to set menu pull down 1 field. Add mains to pull down 2 and dessert to pull down 3 9. Allocate the set menu PLU to the keyboard. SUSPENDING A SET MENU 1. Enter a quantity of meals then the multiplication button 2. Press set menu PLU key. It will ask for a starter, main and dessert. Desserts are not entered with starters and mains 3. Press Post entry button when asked for dessert (See keyboard section. This will suspend the set menu. 4. To resume the set menu and add the desserts use the post entry key.

3.5

Set Menus Set menus are set up with a list of ingredients (PLU) and then linked to a master PLU to be sold. When the main item is sold it will then register all the other ingredient items.

Set Menus are used in the cash register in two ways.

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1. Selling a main item which will then register all linked items in the set menu. 2. Or to use set menus with pull down groups. When the set menu is sold it will display the pull down group with a list of products. Any of the items in the pull down group can then be selected. There are options in the general controls to customize the way the ingredients are printed both on the receipt and order printer. (See your dealer to advise which may be required.)

NO. this is the record number in set menu. ID is the PLU number or Pulldown Number Description is the PLU text or Pulldown text. Quantity is the number of items registered. Type Shows if an item is a PLU, 2nd@ or pulldown. ADDING SET MENU TO THE PLU PLU Advanced tab allows a set menu to be linked to a PLU

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3.6

CBMS

Time Attendance

Time & attendance can be setup which can record the time an employee started and finished a work shift and calculate how much they should be paid and the hourly cost of all employees.

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The Time & Attendance option must be enabled in the setting screen. When this option has been set the ECR setup 2 tab appears.

Job codes need to be setup for each different employee position, i.e. Cashier, Supervisor, Manager, etc. where the pay rate is different.

CREATING A JOB CODE 1. Click On Employee 2. Click Jobs. 3. Click New. 4. Enter Job name title. 5. Enter the standard hourly Payment rate. 6. Enter the hourly Overtime rate. 7. Tick the PGM. 8. Click Close. An employee needs to be set up for each member of staff that you wish to track their time and attendance.

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CBMS

Employee Screen CREATING AN EMPLOYEE 1. Click on Employee then click new 2. Enter Employee name. 3. Select Clerk to which the employee will be logging on onto the till 4. Enter the Employee number which the employee will use to clock in with. 5. Enter their Social security number if applicable (not necessary). 6. Select the Employee Jobs done by the employee. 7. Tick Allow Clock-in with Non preset job code if you want employee to be able to clockin with a job code not specified for him. 8. Tick Allow to specify the job code if you want employee to be able to specify which job he is doing during clock-in procedure. 9. Tick Display job code window if you want the ECR to display the list of job codes for the employee to choose when logging in. 10.Tick Minor Employee if applicable. 11.Tick Ignore Schedule Setting if you do not wish to limit when employees can clock-in/ out (recommended).

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Time Zones This is used to specify the time zones reported on in the hourly labour report. for example you could simply specify you want to report an hourly report for the whole day or you could specify hourly at certain times and then say every 15 minutes at busy periods.

.

3.7

Customer Programming

The Customer File tab allows you to maintain your customer details. Here you can setup your customer groups and the offers they receive. Add, edit or delete customers and get reports of what your customers are buying. There are two possible ways of adding, editing or deleting customer. One way is through the ECR or the other in through the customer maintenance screen. However you cannot do both. To setup how you wish to maintain the customer file see change settings. Customers on the ECR can charge items to their account to pay later and/or receive discounts or points for goods that they have purchased. Customer can be grouped so certain customers receive different offers, so you can give more loyal customers greater savings to discourage then from going elsewhere for their goods.

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3.7.1

CBMS

Customer Groups All customers must be linked to a customer group. The Customer group or loyalty scheme determines the customer credit limit, offers and what is printed on their receipts.

There are two type's of groups, a discount group and a point group. The discount group can give different discounts to the customer. A discount on the whole total of a transaction or only on certain items, these are known as Selective Item SubTotal discounts or SIST for short. There are two SISTs on the ECRs and a product can be allocated SIST1, SIST2 or both. Depending on which SIST the product is allocated you can set a discount percentage based on this. A point group will allow a customer to accumulate points based on the total of a transaction. In the group you can set how many points they accumulate per penny. The amount at which they can be redeemed is sent in the General Control section.

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Name This is a 16-digit name to describe the group, it does not appear on the customers receipt Type There are two types, Discount or Points. Credit Limit This is limit that a customer can charge to their account without paying for the items. Default Menu Shift When a customer comes to the ECR their unique customer number is entered into the ECR or card swiped the ECR can shift to a different keyboard level which can have items that only that group of customers can access. These can be special promotional item. Default Shift PLU The ECR can hold 8 different prices for one PLU these are know as shift PLU levels. When a customer comes to the ECR their unique customer number is

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CBMS

entered into the ECR or card swiped the ECR can shift to a different Shift PLU level which can have items at a differerent price. Allowing you to sell item to that group of customers at a different price. Number of lines for signature This allows you to seelct how many blank line the printer will feed at the bottom of the receipt before the signature line is printed. Credit This tick box determines whether this group of customers are allowed to charge items to their without paying for them straight away. Discount 1 This is a percentage discount on the subtotal of the whole transaction. You will need to enter a name which will appear on the customer's receipt, the percentage discount rate (0.01 ~ 99.99) and the tax rate the discount will effect. When using a point group this is the number of points the group accumulates per penny spent. Discount 2 This is a percentage discount on items which have been linked to SIST1. You will need to enter a name which will appear on the customer's receipt, the percentage discount rate (0.01 ~ 99.99) and the tax rate the discount will effect. Discount 3 This is a percentage discount on items which have been linked to SIST2. You will need to enter a name which will appear on the customer's receipt, the percentage discount rate (0.01 ~ 99.99) and the tax rate the discount will effect. Discount 4 This is a percentage discount on items which have been linked to SIST3. You will need to enter a name which will appear on the customer's receipt, the percentage discount rate (0.01 ~ 99.99) and the tax rate the discount will effect.

3.7.2

Customer Title

The Customer Title button allows you to add, edit or delete the choices for the customer title when adding a new customer

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Customer Accounts

The Customer Maintenance Screen allows you to add, edit or delete customers. You can also view information like total spend and discounts or points received.

Block Customer stops the customer being registered on the ECR. Tittle Select Tittle form drop down list. Name Enter the full Customers Name Group Select Group Scheme from list Address Customer Address lines Phone Phone numbers for used for customer searching on the ECR, multiple numbers for home or mobiles. Additional - This information is used in with the Marketing Module. A license must be purchased for the marketing module. Email Customer Email for sending Marketing information. Date of Birth / Sex Used with Marketing Module Consent Tick Boxes. The marketing module will not send information via Email or SMS message unless these boxes are ticked. Note:- Customer consent must be received before sending SMS or Emails.

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3.7.3.1

CBMS

Initalise Customer Credit Accounts

When using the QT-6600 Cash register with operating system version 1.36 IPL it is possible to run customer credit accounts on CBMS. This will only work with a single branch as the credit limits are limited to the Single network of tills. The first operation that must be performed is a customer system initialization. Set the Customer control to ECR then press the button marked Setup Customer Accounts. Any balances on the QT will then be collected and set as the opening balance for each account.

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Customer Details

To enable the account credit facility to be used for a customer, the customer group that they are linked to must have a credit limit set. in the Example below the credit limit is set to 1000.00

Once this has been set a new tab will be displayed called Additional. This tab shows all

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CBMS

Payments and invoices that have been entered into the ECR. IMPORTANT NOTE :- All Payments must be entered through the ECR. It is not possible to enter them directly into the PC.

The details of an invoice can be displayed by double clicking on the Invoice record.

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Transaction Matching

Transaction matching allows the user to reconcile payments to invoices. Once an invoice is fully paid or a payment has been fully used they are then removed from the customer details screen so as to not appear on further statements. To access the transaction matching screen click the transaction matching button in the customer details tab.

In the the transaction matching screen you will see all outstanding invoice and payments. To pay an invoice under the receipt column you must enter the amount you want to pay of the invoice. You can part pay or pay in full, if paying in full you can press the pay in full button.

In the above e xample I have paid in full Invoice MC#01C326. You will now se e my analysis total is now £29.00 and my save button has graye d out. This is be cause I ne e d to balance the invoice with a payme nt and bring my analysis total back to £0.00, this will the n allow me to to save . To do this I will use the payme nt of £46.00. The re fore to balance it I e nte r -29.00 into the re ce ipt column.

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CBMS

The analysis total is now £0.00 and the invoice payment has been reconciled. You will notice the save button will then become active and you can save the payments.

If we look at the transaction screen now, you will see that the invoice MC#01C326 has been removed and the outstanding value of the payment reduced to £17.00. Alternatively, you can use the suggested matches button, pressing this button will automatically match any outstanding invoices with available payments.

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Mix & Match Mix and match discounts enable you to apply a discount after a certain combination of PLUs and been sold. The discount can be an amount or a percentage. You can specify single PLUs, 2nd @ PLUs or any PLU in a certain Subdepartment and how many times they need to be sold to qualify for the discount.

For example if I had a promotion where I get a 50p discount if I buy 3 pints of Carling and any packet of crisps. I could create a mix and match table with a discount amount of 50p and in the table I would insert the Pint of Carling PLU with quantity 3 and I would then add Subdepartment 1 with quantity 1, having allocated all the crisps PLUs to the subdepartment.

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CBMS

CREATING A MIX AND MATCH TABLE 1. Click the Add button. 2. Type in Name. 3. Enter the discount Amount. 4. Tick Rate if discount is a percentage rate. 5. Enter the number of discounts the mix and match can be given per sale (9 = unlimited). 6. Select the VAT rate. 7. Click on Sales item, 2nd@PLU or Sub-department tab. 8. Double click a Sales item, 2@PLU or Sub-department to add it to the table. 9. Enter the Qty which need to be sold of the item in order to qualify for the discount. 11. Click OK. N.B. The sixth Item must always be allocated as this is the target item of the discount and the PLU to which the discount will be deducted.

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Sub Departments Sub departments are used to group PLU into categories. These can then be used in UK mix & match. Scan PLU can then be added or removed from the sub-departments without having to change the functionality of the Mix & match.

3.10

UK Mix & Match (ECR Setup)

UK Match & Match are offers which are calculated at the end of the transaction based on the items which have been purchased.

Once an offer has been configured it will be sent to the ECR by going to the send option and selecting UK mix & match or for it to be automatically sent after an end of day Z report. To force the automatic sending see the setting Send Mix & match after Z read in the settings chapter.

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CBMS

Date Effective When using the date effective this is the day the offer will be active, this means the scheduler will send it after the Z read the night before. Eg it will be sent the on the date effective date -1 day. End Date is the date the offer ends and the offer will be deactivated after the Z read on this day. Always Enabled forces the status to on regardless of the scheduled data. There are 5 different UK Mix & Match offer types you can choose from :Loyalty Coupon - The Loyalty Coupon allows you to give the customer an amount discount on their next purchase when the value of their current transaction exceeds a set price amount. Free Item - An Item can be given free when a number of Items or a number of items which are linked a set Sub-department are purchased. Cheapest Free - When a customer buys a certain number of a Items the cheapest of those items are given free. Set Price - A set combination of items can be sold at a set price such as a meal deal. Stepping Discount - This allows you to sell items at a lower price if the customer buys a set number of the product in a transaction. You can have up to five different quantity breaks for one items or multiple items linked to a sub-department

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Receipt Programming

Receipt messages can be set from the software. These messages appear on the intermediate and final bills given to the customer. There are several different messages, for when you present the bill. An intermediate message might say service not included and the final bill might say 'Thank you please call again'.

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CBMS

Message Name Receipt Logo

Receipt Commercial Receipt Bottom

Post Receipt Extra Data Guest Bottom

Description of message

Example Text CASIO This message always appears on the top of all PUBLIC BAR receipts. UNIT 6 NORTH CIRCULAR When the Receipt switch is turned on permanently this message appears beneath the receipt logo. When the Receipt is on permanently and the transaction is finalised with a payment key this message appears at the bottom of the receipt. This only used on the Pan European specification for the QT6000. This is printed at the bottom of the receipt. Up to 10 lines can be printed but the number of lines must be programmed against the receipt key on the keyboard. It is printed before finalization when a check number is entered and the receipt key is pressed.

OPEN FROM 7 AM to 12 PM THANK YOUR FOR YOUR CUSTOM

SERVICE NOT INCLUDED SIGNATURE

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Signify a duplicate receipt has been issued.

Bill Top

Prints beneath the receipt Logo message. Printed when the BILL (function code 47) is used. This function is used to produce a lost or damaged receipt. Bill copy Prints between the data and method of payment. Printed when the BILL (function code 47) is used. This function is used to produce a lost or damaged receipt. Bill Bottom Prints at the bottom of the receipt. Printed when the BILL (function code 47) is used. This function is used to produce a lost or damaged receipt. Slip Logo This is printed beneath the logo message, it is printed after finalization when a check number is entered and the receipt key is pressed. Slip Intermediate This is printed beneath the logo message. It is printed before finalization when a check number is entered and the receipt key is pressed. Slip Bottom This is printed at the bottom of the receipt. It is printed after finalization when a check number is entered and the receipt key is pressed.

3.12

VAT REG NO. 123 1234 01 SPECIAL OFFER COFFEE £1.00

CALL 0208 450 9131 FOR BOOKINGS

Batch X/Z Batch reports can be setup on the ECRs to take several reports in one batch. Batch report number 2,3 and 4 are reserved for CBMS but a maximum number of 10 batch reports can be set up for ECR users. There are 3 sales data areas the reports can read from Daily, Periodic 1, Periodic 2. CBMS can collect sales data from one area and separate Z reports can be taken from another area on the ECR.

Creating a Batch Report 1. Click New

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2. Select Reporting area i.e. Periodic 1 3. Double click Sales reports to be taken by batch (maximum of 8) 4. Tick the relevant tick boxes (see Below) 5. Click OK

Send X data to CF card - QT6000 only Saves the batch report to memory card when run as an X report. Send Z data to CF card - QT6000 only Saves the batch report to memory card when run as an Z report. Do not issue report, in case of saving data to CF card Prevents the report being issued in the X mode. Do not issue report, in case of saving data to CF card Prevents the report being issued in the Z mode.

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Read/Reset selection (direct issuance) Allows the report to be taken in either the X/Z mode but only through using the screen selection in the X/Z mode.

Setting up Batch 2 for CBMS (Daily Z Compulsory) 1. Click Edit on Batch 2 2. Select Reported area as Daily 3. Double click 11 Fixed Totaliser 4. Double click 12 Function Key 5. Double click 14 PLU 6. Double click 15 Department 7. Double click 17 Cashier - Clerk 8. Double click 19 Hourly Sales 9. Double click 67 IDC Link(1) 10. Do not tick any of the tick boxes. 11. Click OK N.B The reporting area is set to default as Daily in the utility settings, this can be changed to periodic 1 or periodic 2 if needed. See Change Settings section. Setting up Batch 3 for CBMS (Flash X Compulsory) 1. Click Edit on Batch 2 2. Select Reported area as Daily 3. Double click 11 Fixed Totaliser 4. Double click 12 Function Key 5. Do not tick on any tick boxes 6. Click OK

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3.13

CBMS

Additional Items Text Additional Item Texts are used to add additional text to or replace the PLU description either printed on the display, receipt or order or a combination of them.

An example of where this may be used is in a Chinese restaurant where the chefs use menu numbers instead of the English descriptions. Here we could set an additional item text to replace the PLU description on the order printed in the kitchen with the menu number for the chefs to understand. Another example is for printing cocktail recipes on a bar printer. Here you set up your additional item text to appear with the PLU description on the order containing the spirits and soft drinks for the bar man to make and drink and take over to the table.

. CREATING ADDITIONAL ITEM TEXTS 1. Highlight the PLU to add the additional item text. 2. Type in item text to appear in the description field. 3. Choose the destination of where the item text is to appear from the drop down box. 4. Tick the exchange box if you would like the text to replace the PLU description at the

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designated destination. 5. Up to 10 additional item texts can be allocated to a PLU 6. Click close when done. N.B. Please ensure that the memory allocated has been setup correctly by your dealer before programming.

3.14

Epos Schedular

The ECR schedulers can be set to shift menu levels or price bands. An example of this feature is to automatically activate an offer. The Macro needs to be set up by the ECR dealer. Once set the time they are activated can be changed or disabled completely. After setting the schedulers they need to be sent to the ECR through the communications screen.

There are three interval times that can be set for each scheduler. Generally there will be two schedulers for each operations such as happy hour on and happy hour off. Daily this will execute every day at the start time

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Weekly will allow you to select a day of the week Monthly will execute on the day number of the month

3.15

Text Recall The text recall allows you to add preset text to items sold on the cash register. This is useful for common cooking instructions/messages. The text recall is common to the till type and not the branch. Therefore all branches that have QT6000 installed will have the same text recall messages.

3.16

General Control This is option is used to program the ECR settings. This section should only be changed by the Cash Register Dealer as it will impact the way the system works. It is password protected so accidental changes should not occur.

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Age Verification The Age versification is used to prove ID has been presented when a sale of restricted goods has occurred. The types of ID accepted. are programmed into the list as shown

When the age limitation is programmed into the department screen the list of preset messages will be shown. Selecting one of these will allow the transaction to proceed and will be recorded to the electronic journal.

3.18

Floor PLanner The QT range of terminals has the facility to work with graphical Floor Planners. This allows a basic representation of the restaurant to be drawn. Tables and functions are then allocated to the screen. This means that the user can easily open up table balances by touching the screen.

The Floor Planner consists of several parts. The buttons at the top of the screen and menu options, the main floor plan Design Area and the ICONs and back ground that can be selected on the right hand side of the screen. The QT can have up to three Graphical screen layouts and one screen Logo. The Screen

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CBMS

logo appears when the machine is turned on or when a clerk signs off. NOTE :- TO ENABLE THE SCREEN LOGO ON THE TERMINAL AN OPTION IN DISPLAY CONTROLS OF THE GENERAL FEATURESO MUST BE CONFIGURED. LOGO AFTER CLERK SIGN OFF MUST BE SET TO YES

3.18.1 Floor Planner Buttons

New Floor Plan or Logo will clear the screen to start a new design.

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Open an Existing Floor Plan or Logo.

Save a Floor Plan or Logo.

Displays the Back ground Image after Receiving from the ECR

Deletes the Object or graphic from the Screen. This can be ether a graphic or key.

Displays System Keys that can be allocated to the keyboard. Once a key has been allocated to the screen and the object type set to Function key the function key can be dragged and dropped from the displayed list.

Display Existing Functions to be allocated to the keyboard. Once a key has been allocated to the screen and the object type set to Function key the function key can be dragged and dropped from the displayed list.

Place Bitmaps a bitmap can be dragged onto the floor planner and resized.

Select Background displays a list of colored backgrounds.

Receive the floor planner files from the ECR. When importing the background the software is unable to separate the graphics from the background as it is stored as a flattened bitmap file in the ECR

Send changes to the ECR, sends selected floor plan or Logo

Convert to ECR this converts the files to ECR PACKED format. This means the files can be copied to the Flash card to install to the ECR.

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Place Rectangle Table/Key once placed on the floor planner the button can be resized. The button can then be allocated to a table type or a function.

Place Round Table/Key once placed on the floor planner the button can be resized. The button can then be allocated to a table type or a function.

Selection Mode

Exit Selects the floor planner or log to work on.

Once the object has been allocated to the screen this selects the type of object. 3.18.2 Create New Floor Plan The steps below show how to create a very simple floor plan with graphics and a table allocated to the screen.

1. Press New Floor Plan

2. Select Floor Planner

3. Select Back ground colour

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3. Select Rectangle object double click on the button. The Cursor will change to cross hairs to allow the button to be drawn. Once the button is allocated to the keyboard set the object type to table. Then set a description and a table number.

4. Select Bitmaps

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3.18.3 Sending Floor Plan or Graphic Logo to ECR

Next the floor plan must be sent to the ECR. Pressing the data to the Master ECR.

button will transmit the

The following steps must be followed if the master terminal is part of a network of ECR. 1. In the AUTO PGM mode select 1.SEND 4. Individual FILE Options 89. User Logo 90. Check Window 21 91. Check Window 22 92. Check Window 23 93. Keys For Check Window

2. The Terminals must then have a Flag Clear operation. The is to reboot the terminal to accept the Floor Plans.

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3.18.4 How to Access Floor PLan The Floor Plans can be accessed through several methods. 1. The Cashier logging on shows the floor plan. The following conditions must be set in the cashier file. Main Clerk Screen ->Remove check number for clerk interrupt Clerk Control -> Compulsory Check Number set for the clerk. Menu Shift/ 2nd @ Set default Menu Sheet to 21,22 or 23

2. The NEW/OLD check is programmed to access the screen. This option is set through the key. Allocate a NEW/OLD check function to the keyboard (See keyboard programming for more information). Then double click on the button, in the advanced section set the following flag.

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3. Navigation between Floor plans. There are three floor plans to navigate between them on the floor planner allocate a rectangle with object type set to function. Then drag & drop from the Function list a left or right function. When this button is pressed it will navigate to the appropriate screen. The diagram below shows which order to allocate the buttons. CHECK WINDOW 22

CHECK WINDOW 21 WINDOW 23 Right ->