ER-5215M Electronic Cash Register Operator's and Programming Manual All specifications are subject to change without notice. ©2005, CRS, Inc. M-ER5215M Version 2.
CRS, Inc. Limited Warranty and Disclaimers of Warranty This manual has been developed by CRS, Inc. It is intended for the use of its customers and service personnel and should be read in its entirety before attempting to install, use or program the product(s). Nothing contained in this manual shall be deemed to be, and this manual does not constitute, a warranty of, or representation with respect to, the product or any of the products to which this manual applies.
Precaution Statements Follow these safety, servicing and ESD precautions to prevent damage and to protect against potential hazards such as electrical shock. 1-1 Safety Precautions 1. Be sure that all built-in protective devices are replaced. Restore any missing protective shields. 2. When reinstalling the chassis and its assemblies, be sure to restore all protective devices, including nonmetallic control knobs and compartment covers. 3.
1-2 Servicing Precautions WARNING: First read the-Safety Precautions-section of this manual. If some unforeseen circumstance creates a conflict between the servicing and safety precautions, always follow the safety precautions. WARNING: An electrolytic capacitor installed with the wrong polarity might explode. 1. Servicing precautions are printed on the cabinet. Follow them. 2.
Contents Introduction 9 Using This Manual .................................................................................................................... 9 Using Flowcharts......................................................................................................... 9 Basic Features and Functions .................................................................................................. 10 Display ......................................................................................
No Sale.....................................................................................................................................46 Received on Account ...............................................................................................................47 Paid Out ...................................................................................................................................47 Table Service Restaurant Operations.........................................................
P-Mode Programming 88 Default Program ...................................................................................................................... 88 Tax Programming .................................................................................................................... 89 Straight Percentage Tax Rate Programming ............................................................. 90 Tax Table Programming.......................................................................................
WASTE - Function Key Options ............................................................................140 %1-%5 Function Key Options.................................................................................141 Mix and Match Discount Programming ................................................................................142 Program 600 – Trip Level Programming.................................................................142 Program 601 – Price Programming ....................................
Issue Transaction..................................................................................................... 182 Issue Batch Status.................................................................................................... 182 Dial In Load/Dial Out Load .................................................................................... 183 Required ECR Programs........................................................................................................
8 ER-5215M Electronic Cash Register v2.
Introduction Using This Manual With this manual we hope to provide you with a means to use your SAM4s cash register to its fullest potential. This manual is divided into six sections: • "Introduction" on page 9, explains basic features and functions. • "Operations" on page 17, guides you through the basic operation sequences. • "Management Functions" on page 67, explains manager controlled functions, along with reports and balancing information.
Basic Features and Functions The SAM4s ER-5215M is designed to fit into many different retail and restaurant environments. Standard Features Include: • Separate receipt and journal thermal printers, featuring easy drop-and-print paper loading and an optional receipt auto cutter. • Cash drawer with 5 bill and 5 coin compartments. • Front LCD and 10-position rear/pop-up displays are standard. • 7-position control lock. • 24-hour real-time clock with automatic day and date change.
Display The ER-5215M comes with a two-line 16-character backlit LCD display. As items are registers, the item description will display on the first line; price and quantity information will display on the second line. Additional information and error messages will display as appropriate, and may be accompanied by an error tone.
Receipt Printer • SMT-210 • Print speed: 13.3 lines per second • Print columns: 32 • Paper size: 2 ¼” (58mm) width • Auto cutter (optional) Sample Receipt User defined graphic logo ER-5215M ELECTRONIC CASH REGISTER SIX LINE PROGRAMMABLE PREAMBLE MESSAGE DATE 10/15/2002 SUN TIME 08:37 HAMBURGER T1 TAX1 AMT TOTAL CASH CHANGE ER-5215M ELECTRONIC CASH REGISTER SIX LINE PROGRAMMABLE POSTAMBLE MESSAGE CLERK 1 No.000001 6 line programmable preamble message Date/Day $1.00 $0.06 $1.06 $10.00 $8.
Journal Printer • SMT-210 • Print speed: 13.3 lines per second • Print columns: 32 (condensed format) • Paper size: 2 ¼” (58mm) width. Sample Journal DATE 10/15/2002 SUN TIME 08:37 HAMBURGER T1 $1.50 COUPON T1 $-0.50 TAX1 AMT $0.06 TOTAL $1.06 CASH $10.00 CHANGE $8.94 CLERK 1 No.000001 00001 DATE 10/15/2002 SUN TIME 08:38 HAMBURGER T1 $1.00 TAX1 AMT $0.06 TOTAL $1.06 CASH $10.00 CHANGE $8.94 CLERK 1 No.000002 00001 ER-5215M Electronic Cash Register v2.
Control Lock The control lock has 7 positions, accessed with 5 keys. Each ECR is shipped with two full sets of keys. OFF VOID VOID Use to void (correct) items outside of a sale. REG OFF The register is inoperable. X REG Use for normal registrations. X Use to read register reports. Z Use to read register reports and reset totals to zero. P Use to program the register. S The S position is a hidden position reserved for dealer access.
Keyboards ER-5215M Keyboard – Default 5 NLU Configuration The ER-5215M keyboard is shown below with the default legends and key assignments. This configuration has 5 keyboard NLU locations and can be expanded to 15 NLU locations. Programmable key locations are shown with a bold border.
Initial Clear CAUTION: Do not share this information with unauthorized users. Distribute the P Mode key only to those you may want to perform this function. The initial clear function allows you to exit any register activity and return to a beginning or cleared state. Any transaction that is in progress will be exited and totals for that transaction will not be updated.
Operations Function Key Descriptions Keys are listed in alphabetical order. Many of the keys described below are not included on the default keyboard. See “Function Key Assignment Programming” on page80 to add or change programmable keys. Keyboard Legend Description #/NS Use as a non-add key to print a numeric entry (up to 9-digits) on the receipt and journal. This entry will not add to any sales totals. The #/NS key is also used to open the cash drawer without making a sale.
Keyboard Legend Description CHECK Use to finalize check sales. Calculates the sale total including tax, finalizes the sale, and opens the cash drawer. Change computation is allowed by entering an amount before pressing the CHECK key. The cash drawer will open only if the amount tendered is equal to or greater than the total amount of the sale. Change issued will be subtracted from the cash-in-drawer total. CHECK CASHING Use to exchange a check for cash.
Keyboard Legend Description EAT-IN TAKE OUT DRIVE THRU Eat-In, Take Out and Drive Thru are subtotal functions. In areas that have different tax rules for eat-in and take out sales, the EAT-IN, TAKE OUT and DRIVE THRU keys can be programmed to automatically charge or exempt taxes. Sales may not be split between Eat-In, Take Out and Drive Thru. The EAT-IN, TAKE OUT and DRIVE THRU keys maintain separate totals on the Financial report. ERROR CORR Use to correct the last entry.
Keyboard Legend Description PRINT CHECK Use to print a guest check. The check can be printed on an optional (RS232C) printer, or can be printed on the receipt printer. The PRINT CHECK key can be set to automatically service the check. PROMO The PROMO key allows you to account for promotional items, as in "buy two, get one free". Pressing this key will remove an item's cost from the sale, but will include the sale of the item in the item's sales counter.
Keyboard Legend Description WASTE The WASTE key allows control of inventory by accounting for items that must be removed from stock due to spoilage, breakage or mistakes. Press the WASTE key before entering wasted items, and then press the WASTE key again to finalize. The WASTE key may be under manager control, requiring the control lock to be in the X position. The WASTE key is not allowed within a sale. ER-5215M Electronic Cash Register v2.
Clerk Sign-On/Sign-Off See "System Option Programming”, to review your clerk options: (System option #2 allows you to select direct or code entry sign on, option #3 allows you to select stay-down or pop-up operation, and option #26 allows you select clerk interrupt operations.) Depending on how your machine has been programmed, sign-on will take place only at the beginning of a shift (stay-down), or may have to be repeated for each transaction (pop-up).
Coded Sign-On If the code entry sign-on method is selected, press the clerk key, enter the clerk code, and then press the clerk key again. CLERK CLERK Clerk Code (up to 6 digits) To sign the clerk off, enter 0 (Zero) and press the clerk key. 0 CLERK Receipt On and Off The RECEIPT ON/OFF function key may or may not be located on your keyboard. (The RECEIPT ON/OFF key is located on the default keyboard.) If The RECEIPT ON/OFF Key Is Located On The Keyboard 1.
PLU Registrations All registrations on ER-5215M are made into open or preset PLUs. • In place of traditional department keys, NLU (number look up) keys are located directly on the keyboard. NLU keys are programmed to access a specific PLU. In the default configuration NLU key #1 will access PLU #1. See “Program 1000 - NLU Code Number Programming” on page 156 if you wish to change the PLU assigned to a NLU key.
DATE 10/15/2002 SUN 1 0 0 PLU 1 CASH PLU1 T1 TAX1 TOTAL CASH CLERK 1 No.000001 DATE 08/15/2002 SUN PLU 3 1 0 0 PLU 1 PLU 1 CASH PLU3 T12 PLU1 T1 PLU1 T1 TAX1 TAX2 TOTAL CASH CLERK 1 5 0 X/TIME 0 PLU 2 CASH ER-5215M Electronic Cash Register v2.4 2X PLU2 T2 TAX2 TOTAL CASH CLERK 1 $1.00 $0.05 $1.05 $1.05 00001 TIME 03:15 No.000001 DATE 08/15/2002 SUN 2 TIME 08:37 $3.00 $1.00 $1.00 $0.25 $0.30 $5.55 $5.
DATE 08/15/2002 SUN 2 5 0 0 PLU 1 3 5 0 PLU 3 CASH 1X PLU1 T1 PLU3 T12 TAX1 TAX2 TOTAL CASH CLERK 1 TIME 03:15 @25.00 $25.00 $3.50 $1.43 $0.35 $30.28 $30.28 No.000001 00001 DATE 08/15/2002 SUN 1 0 2 X/TIME 3 X/TIME 0 PLU 1 CASH 26 • Operations 2@3FOR PLU1 T1 TAX1 TOTAL CASH CLERK 1 HALO Override on PLU Entry Preset Override of a Keyboard PLU TIME 03:15 @1.00 No.000001 $0.67 $0.03 $0.70 $0.70 00001 Split Pricing PLU Entry ER-5215M Electronic Cash Register v2.
Numeric PLU Entries In the following examples: • PLU510 is programmed open, and is taxable by Tax 1. • PLU520 is programmed open, and is taxable by Tax 2. • PLU530 is programmed with a preset price of $1.50, and is taxable by Tax 1 and Tax 2. • PLU540 is programmed with a preset price of $2.50, and is non-taxable. DATE 08/15/2002 SUN 5 4 0 PLU CASH PLU540 TOTAL CASH CLERK 1 No.
DATE 08/15/2002 SUN 2 X/TIME 5 1 0 PLU 1 0 0 PLU CASH Note: PLU program setting must be made to allow this override. Turn Key Lock to the X position 2 5 1 0 PLU 5 0 0 PLU 2X PLU510 T1 TAX1 TOTAL CASH CLERK 1 TIME 03:15 @1.00 No.000001 DATE 08/15/2002 SUN PLU510 T1 TAX1 TOTAL CASH CLERK 1 $2.00 $0.10 $2.10 $2.10 00001 Multiple Quantity of a Open PLU Entry TIME 03:15 No.00001 $25.00 $1.25 $26.25 $26.
Modifier Entries Pressing a modifier key alters the next PLU registered, either by changing the code number of the PLU so that a different item is registered, or by just adding the modifier descriptor and registering the same PLU. See "Modifier 1-5" in the "Program Mode Programming" chapter in order to determine how the modifier key will affect the PLU entry.
Percentage Key (%) Registrations There are three percentage keys on the default ER-5215M keyboard; there are three percentage keys on the default ER-5215M keyboard. Through “Function Key Assignment Programming” (see page 80) up to five percentage keys may be placed on the keyboard. Each key is individually programmable to add or subtract, from an individual item or from a sale total, amounts (coupons) or percentages.
DATE 08/15/2002 SUN 1 0 0 0 PLU #1 1 0 0 0 PLU #4 SBTL %1 CASH PLU1 T1 PLU4 %1 AMOUNT T1 TAX1 TOTAL CASH CLERK 1 $10.00 $10.00 10.00% $2.00 $0.55 $22.55 $22.55 No.000001 00001 DATE 08/15/2002 SUN 1 0 2 0 5 %1 CASH PLU1 T1 PLU1 CT1 TAX1 TOTAL CASH CLERK 1 1 TIME 03:15 No.000001 DATE 08/15/2002 SUN 0 Preset 10% Surcharge on a Sale PLU #1 PLU #1 2 TIME 03:15 0 PLU #1 2 X/TIME 0 %1 PLU #1 PLU1 T1 2X PLU1 CT1 TAX1 TOTAL CASH CLERK 1 $1.00 -0.25 $0.04 $0.79 $0.
DATE 08/15/2002 SUN 1 0 0 %2 PLU #1 CASH PLU1 T1 PLU1 CT1 TAX1 TOTAL CASH CLERK 1 No.000001 DATE 08/15/2002 SUN 1 0 0 5 %1 CASH PLU1 T1 %1 T1 TAX1 TOTAL CASH CLERK 1 0 0 $1.00 -0.25 $0.04 $0.79 $0.79 00001 Vendor Coupon Entry (Open Amount Discount on a Sale) TIME 03:15 PLU #1 SBTL 1 Preset Store Coupon (Preset Amount Discount on an Item) TIME 03:15 No.000001 DATE 08/15/2002 SUN 1 $1.00 -0.50 $0.03 $0.53 $0.
DATE 08/15/2002 SUN 1 0 0 TIME 03:15 PLU #1 SBTL %2 CASH PLU1 T1 %1 T1 TAX1 TOTAL CASH CLERK 1 No.000001 $1.00 -0.50 $0.03 $0.53 $0.53 00001 Preset Vendor Coupon Entry (Preset Amount Discount on a Sale) Void and Correction Operations Error Correct The error correct function voids the last item entered, provided no other key has been pressed. 1 0 0 PLU #1 1 0 0 PLU #4 ERROR CORR PLU #3 ERROR CORR CASH ER-5215M Electronic Cash Register v2.4 DATE 08/15/2002 SUN TIME 03:15 PLU1 T1 $1.
Previous Item Void The previous item void function allows the correction of any item previously entered in the current transaction. 5 0 PLU #2 DATE 08/15/2002 SUN 1 0 0 PLU #1 2 0 0 PLU #4 PLU2 T2 $0.50 PLU1 T1 $1.00 PLU4 $2.00 VOID---------------------------PLU1 T1 -1.00 VOID---------------------------PLU2 T2 -0.50 TOTAL $2.00 CASH $2.00 CLERK 1 No.000001 00001 VOID 1 0 0 PLU #1 VOID 5 0 PLU #2 TIME 03:15 Previous Item Void CASH 34 • Operations ER-5215M Electronic Cash Register v2.
Merchandise Return Merchandise returns may be registered as part of a separate transaction, or as part of a transaction where other merchandise is sold. Press the RETURN key before entering the related PLU. Tax is credited if the item being returned is taxable. RETURN 5 0 0 PLU #1 RETURN 2 0 3 X/TIME 0 PLU #4 CASH RETURN 1 0 0 PLU #4 %1 CASH ER-5215M Electronic Cash Register v2.4 DATE 08/15/2002 SUN TIME 03:15 MDSE RETURN********************* PLU1 T1 -5.
VOID Control Lock Position (Transaction Void) Most operations that can be performed with the control lock in the REG position, can also be done with the control lock in the VOID position. VOID position operations will adjust all sale totals, and the VOID (Transaction Void) position carries its own total on the Financial report. DATE 08/15/2002 SUN 1 2 0 0 0 0 PLU #4 CASH PLU1 T1 PLU4 TAX1 TOTAL CASH CLERK 1 No.000001 DATE 08/15/2002 SUN 1 2 0 0 0 0 $1.00 $2.00 $0.05 $3.05 $3.
Cancel Press the CANCEL key anytime during a transaction to cancel that transaction. (This is not a tender key.) Transactions of up to a maximum of 49 items may be canceled. The only total affected is the Cancel total, to which the total of all positive entries is added. DATE 08/15/2002 SUN 2 1 0 PLU #1 3 1 0 PLU #1 1 0 0 PLU #4 TIME 03:15 PLU1 T1 $2.00 PLU1 T1 $3.00 PLU4 $1.00 CANCEL************************** CLERK 1 No.
Subtotal Operations Subtotal Press the SBTL key at anytime during a transaction to view the total due, including tax and after adjustments. The display will indicate Sub for subtotal. Add Check (Tray Subtotal) In a cafeteria, use the ADD CHECK key to add multiple trays that are paid by a single individual (i.e. Dad pays all the trays for the family.) Press the ADD CHECK key after each order, and SBTL for the total of all orders. Finalize with any tender key as you would a normal sale.
Eat-In/Take-Out/Drive Thru Operations In a restaurant, EAT-IN, TAKE-OUT and DRIVE THRU keys can be set up to provide totals for each type of sale. The EAT-IN, TAKE-OUT and DRIVE THRU keys may also be set up to remove taxes. For example, if your state charges sales tax for food consumed on the premises, while not charging sales tax for food taken home, sales tax can be exempted with the TAKE-OUT key. See "DRIVE THRU / EAT IN / TAKE OUT - Function Key Options" on page 128 to set up tax status for these keys.
Tax Shift Operations When tax shift operations are performed, the shift light on the display will illuminate. • To charge a tax or taxes on a non-taxable item press the appropriate tax shift key or keys prior to making the non-taxable PLU entry. • To except a tax or taxes on a taxable item press the appropriate tax shift key or keys prior to making the taxable PLU entry. • To except a tax or taxes from an entire sale, press the appropriate tax shift key or keys prior to finalizing the transaction.
1 0 0 PLU #1 2 0 0 PLU #3 SBTL TAX 1 SHIFT DATE 08/15/2002 SUN PLU1 T1 PLU3 T12 TOTAL CASH CLERK 1 TIME 03:15 No.000001 $1.00 $2.00 $3.00 $3.00 00001 To Except Specific Taxes On Entire Sale TAX 2 SHIFT SBTL CASH 1 0 0 PLU #1 2 0 0 PLU #3 SBTL TAX EXEMPT DATE 08/15/2002 SUN PLU1 T1 PLU3 T12 TOTAL CASH CLERK 1 TIME 03:15 No.000001 $1.00 $2.00 $3.00 $3.00 00001 To Except Tax On Entire Sale with PreProgrammed Tax Exempt Key SBTL CASH ER-5215M Electronic Cash Register v2.
Tendering Operations Cash DATE 08/15/2002 SUN 1 2 0 0 0 0 PLU #1 PLU #4 CASH PLU1 T1 PLU4 TAX1 TOTAL CASH CLERK 1 No.000001 DATE 08/15/2002 SUN 1 0 0 PLU #1 2 0 0 PLU #4 SBTL 4 0 0 TIME 03:15 CASH PLU1 T1 PLU4 TAX1 TOTAL CASH CHANGE CLERK 1 $1.00 $2.00 $0.05 $3.05 $3.05 00001 Cash Tender (exact amount of purchase) TIME 03:15 No.000001 $1.00 $2.00 $0.05 $3.05 $4.00 $0.
DATE 08/15/2002 SUN 1 2 0 0 0 0 PLU #1 PLU #4 SBTL 4 0 0 TIME 03:15 CHECK PLU1 T1 PLU4 TAX1 TOTAL CHECK CHANGE CLERK 1 No.000001 DATE 08/15/2002 SUN $1.00 $2.00 $0.05 $3.05 $4.00 $0.95 00001 TIME 03:15 *** CHKCASH *** 1 0 0 0 CHECK CASH CHECK CASH CLERK 1 Check Tender with Change Check Cashing $10.00 -10.00 No.000001 00001 Charge Tendering and over tendering into charge keys is allowed.
Split Tender The drawer will not open until the final balance has been paid. 2 0 0 PLU #1 3 0 0 PLU #1 1 0 0 PLU #4 SBTL 2 0 0 CASH 1 0 0 CHECK CHARGE 1 DATE 08/15/2002 SUN PLU1 T1 PLU1 T1 PLU4 TAX1 TOTAL CASH TOTAL CHECK TOTAL CHARGE1 CLERK 1 TIME 03:15 No.000001 $2.00 $3.00 $1.00 $0.25 $6.25 $2.00 $4.25 $2.00 $2.25 $2.25 00001 Cash, Check & Charge Payments on the Same Transaction Post Tendering Post tendering is available for computing change after a sale has been finalized.
Receipt on Request If a customer requests a receipt after a sale has been finalized, a second depression of the CASH key will issue a complete buffered receipt. Note: A maximum of 204 items may be registered in one sale. Training Mode A training mode is available so that you can operate the cash register without updating totals and counters. Note the following conditions: • The receipt and journal print the message "TRAINING MODE BEGIN" when training mode is activated.
Non-Add Number With the #/NS key, you can enter a memo number at any time and print the number on the receipt, journal, or validation. The non-adding number is not added to the sale, nor is it added to any register total, except the # key total itself. You can enter a number up of up to 9 digits. For example: 1 • Enter a number prior to a PLU entry to print a record of the item's SKU number. • Enter a number prior to a Check tender to print a record of the check number.
Received on Account Use the RECD ACCT key to record payments or loans to the cash drawer. You can enter more than one type of payment to the drawer. The Received on Account function can only be used outside of a transaction. DATE 08/15/2002 SUN TIME 03:15 RA 1 2 5 0 CASH 2 0 0 0 CHECK RA1 CASH CHECK RA1 CLERK 1 No.00001 $12.50 $20.00 $32.50 00000 RA Paid Out Use the PAID OUT key to record payments or loans from the cash drawer. You can enter more than one type of payment to the drawer.
Table Service Restaurant Operations Overview The SAM4s ER-5215M can be used to add items or receive payments on guest checks using a manual previous balance, hard check, or soft check system. (Note that you must select hard or soft check posting in memory allocation programming. The default selection is soft.) • If manual previous balance is selected, the check balance is not saved in memory and is input manually by the operator (use the PBAL key).
Function Keys and Options Functions necessary for restaurant operations may not appear on the default keyboard. Any or all of the following functions can be located on the keyboard. See "Function Key Assignment Programming” on page 80 if it is necessary to locate these keys on your keyboard. CHECK # The CHECK # key is used to begin a new, or access an existing balance (hard check) or itemized bill (soft check.) Existing checks are accessed by entering the check track number and pressing the CHECK# key.
Posting Guest Checks Manually with the Previous Balance Key The previous balance key is used to enter the amount of the previous balance before adding new items or making payments. DATE 08/15/2002 SUN 1 0 0 0 P/BAL 0 PLU #1 SERVICE PBAL PLU4 SERVICE BFWD CLERK 1 $0.00 $10.00 $10.00 $10.00 No.
Soft Check Opening a Soft Check 1. Enter the number of the guest check, press the CHECK # key: 1 2 3 CHECK# or, press the CHECK # key to automatically assign a check: CHECK# 2. If required, enter the table number and press the TABLE key: 3 3. TABLE If required, enter the number of guests and press the GUEST key: 2 GUEST 4. Register the items you wish to sell. 5.
Adding to a Soft Check 1. Enter the number of the guest check, press the CHECK # key: Receipt Example: DATE 08/15/1999 SUN 1 2 3 or, if you entered a table number, enter the table number and press the TABLE key: 3 TIME 08:33 CHECK# TABLE 2. Register the next items you wish to sell. 3. To total the posting, press SERVICE: SERVICE CHECK # #123 PBAL $18.19 TABLE #3 GARLIC BREAD T2 $2.00 TAX1 $0.35 TAX2 $1.20 SERVICE $2.20 BFWD $20.55 CLERK 1 No.
Paying a Soft Check 1. Enter the number of the guest check, press the CHECK # key: Sample of soft check printed on the receipt: DATE 08/15/1999 SUN 1 2 3 or, if you entered a table number, enter the table number and press the TABLE key: 3 2. TABLE If necessary, add additional items. If you wish to add a tip, press SBTL, then enter the tip amount and press the TIP key: SBTL 3 3.
Hard Check Opening a Hard Check 1. Enter the number of the guest check, press the CHECK # key: 1 2 3 CHECK# If required, enter the table number and press the TABLE key: 3 3. TABLE If required, enter the number of guests and press the GUEST key: 2 THANK-YOU CALL AGAIN CHECK# or, press the CHECK # key to automatically assign a check: 2. Receipt Example: GUEST 4. Register the items you wish to sell. 5.
Adding to a Hard Check 1. Enter the number of the guest check, press the CHECK # key: Receipt Example: DATE 08/15/1999 SUN 1 2 3 or, if you entered a table number, enter the table number and press the TABLE key: 3 TABLE 2. Register the next items you wish to sell. 3. To total the posting, press SERVICE: SERVICE ER-5215M Electronic Cash Register v2.4 TIME 08:33 CHECK# CHECK # #123 PBAL $18.19 TABLE #3 GARLIC BREAD T2 $2.00 TAX1 $0.46 TAX2 $0.87 SERVICE $2.15 BFWD $20.33 CLERK 1 No.
Paying a Hard Check 1. Enter the number of the guest check, press the CHECK # key: Sample of Hard Check postings printed on an optional printer: DATE 1 2 3 CHECK # CHECK# or, if you entered a table number, enter the table number and press the TABLE key: 3 2. TABLE If necessary, add additional items. If you wish to add a tip, press SBTL, then enter the tip amount and press the TIP key: SBTL 3 3. 0 TIP 5 0 0 PBAL LIQUOR T1 STEAK T2 TAX1 TAX2 SERVICE BFWD No.
Fast Food Drive Thru For fast food drive thru windows, the ER-5215M has the capability of storing orders when they are taken, and then recalling the next order automatically at the payment window. • The PBAL function becomes a recall function when the drive thru feature is enabled in the CHECK # function key program. Press the PBAL key to recall the lowest tracking number balance.
Promo Function The PROMO key allows the operator to account for promotional items (i.e. buy two, get one free). By design, this key will remove the items cost from the sale, but not the count. In the example of buy two, get one free, the reported count remains three items, but the customer is only charged for two. 3 X/TIME PROMO TACO DATE 08/15/2002 SUN COKE 3X TACO T1 COKE T1 TACO TIME 03:15 Promo Entry @0.89 $2.67 $0.69 *** PROMO *** CASH TACO T1 TAX1 TOTAL CASH CLERK 1 No.000001 $0.89 $0.
Charge Posting Operations The ER-5215M check tracking system can be used to post charges and payments to house accounts. This posting system is ideal for small resorts, camgrounds, motels/hotels or retail stores that accept house charges. Charge posting features include: • Manual balance posting, soft check posting, or hard check posting. For house account posting, the hard check posting method with an optional slip printer is recommended.
Charge Posting Function Keys 60 • Operations CHECK # (ACCT #) The CHECK # key is used to begin a new, or access an existing balance (hard check) or itemized bill (soft check.) Existing checks are accessed by entering the check track number and pressing the CHECK# key. You may wish to reprogram the descriptor of the CHECK # key to ACCT#. P/BAL Use to manually enter the amount of an outstanding balance. The P/BAL key is not used when hard or soft check posting is used.
Sample of Hard Check postings printed on an optional printer: Opening an Account 1. Enter the number of the account and press the CHECK # key. You may be required to turn the key lock to the MGR position. 1 2 3 CHECK# Accepting an Advance Payment 2. Press the PAYMENT key. PAYMENT 3. Enter the amount of the payment and press the appropriate tender key; cash, check or charge. 5 4. 0 0 0 CHECK Press the SERVICE key to finalize and store the balance.
Currency Conversion If you normally accept currency from a neighboring nation, you can program the SAM4s ER-5215M to convert the subtotal of a sale to the equivalent cost in the foreign currency. Four foreign currency conversion keys are available. See "Function Key Assignment Programming" on page 80 to place currency conversion keys on the keyboard. You also need to program the conversion factor. For example, if the US dollar (home currency) is worth 1.
Food Stamp Operations The SAM4s ER-5215M can be set up to sort food stamp eligible merchandise and accept food stamp payments. See "Function Key Assignment Programming" on page 80 to place the necessary function keys (F/S SHIFT, F/S SUB, F/S TEND) on the keyboard. You will also need to set food stamp eligibility status for each open or preset PLU (see "Program 100 - PLU Status Programming" on page 94.
Scale Operations The SAM4s ER-5215M can be interfaced to an optional load-cell scale, allowing direct entry of an item's weight by using the SCALE key. If you attempt an entry into a PLU that has been programmed to require scale entry, (see "Program 100 - PLU Status Programming" on page 94) an error tone will sound and you will be prompted to make a scale entry. Direct Scale Entry Place a product on the scale and press the SCALE key to display the weight on the cash register.
Scale With Automatic Tare Entry Place a product on the scale, enter the preprogrammed tare number and press the SCALE key. The weight, less the tare, will appear on the cash register display. Then make the appropriate PLU entry. DATE 08/15/2002 SUN 1 SCALE 1 0 0 TIME 03:15 TARE PLU #4 1.50 lb PLU4 TOTAL CASH CLERK 1 @ 1.00 No.000001 $1.50 $1.50 $1.50 00001 Automatic Tare Entry CASH Scale With Manual Tare Entry Tare #5 can be used to manually enter tare weights.
66 • Operations ER-5215M Electronic Cash Register v2.
Management Functions Introduction All Management Functions take place with the control lock in the X position. In this way only those with the correct key will have access to these functions. Some register operations may be programmed to require the control lock in the X position in order to operate. All reports require a key that will access the X or Z position. ER-5215M Electronic Cash Register v2.
Cash Declaration If compulsory cash declaration is required, you must declare the count of the cash drawer prior to taking X or Z financial and clerk reports. You can enter the cash drawer total in one step, or to facilitate the counting of the cash drawer, you can enter each type of bill/coin and checks separately and let the register act as an adding machine. You can also use the X/TIME key to multiply the denomination of currency times your count.
Or, enter each denomination separately: 1. Turn the control lock to the X or Z position (depending upon the type of report you are taking.) 2. Enter 90 and press the SBTL key. 9 3. SBTL Enter the total of pennies: 7 4. 0 6 CASH If you wish you can multiply the count times the denomination. Enter, for example: 3 0 5 CASH TIME 03:15 *** CASH DECLARATION *** CASH $0.76 CASH $1.50 CHECK $12.00 CHECK $8.00 INPUT AMT $22.26 DRAWER TTL $23.53 DIFFERENCE -1.27 CLERK 1 No.00001 00000 X/TIME 5.
System Reports System reports are divided into two basic categories: • X reports, which read totals without resetting • Z reports, which read totals and reset them to zero Most reports are available in both categories. Some reports, such as the Cash-in-Drawer report and the From-To PLU report are available only as X reports. Some reports also provide identical but separate period to date reports.
Report Table Report Type Financial Time All PLU All Clerk Group All STOCK Daily Sales Report Number 1 2 3 4 5 6 8 Individual Clerk Report 9 Open Table/Check 11 From/To PLU 13 Control Lock Position Key Sequence X 1 – SBTL Z Z 1 – SBTL X2 X 201 – SBTL Z2 Z 201 – SBTL X X 2 – SBTL Z Z 2 – SBTL X2 X 202 – SBTL Z2 Z 202 – SBTL X X 3 – SBTL Z Z 3 – SBTL X2 X 203 – SBTL Z2 Z 203 – SBTL X X 4 – SBTL Z Z 4 – SBTL X2 X 204 – SBTL Z2 Z 204 – SBTL X X
72 • Management Functions ER-5215M Electronic Cash Register v2.
S-Mode Programming Overview A separate key, marked “C” will access the hidden S key lock position one position clockwise from the P key lock position. Caution: For information security, distribute the “C” key only to owners or managers who will need to use these procedures. The following secure procedures are performed in the S-Mode.
Clearing Memory Before you use your ER-5215M for the first time, you must perform a memory all clear to insure that all totals and counters are cleared and that the default program is installed. CAUTION: The procedures described in this area are security sensitive. Clearing the ER-5215M memory after the register is put into service will erase all programming as well as totals and counters.
Clear Grand Total 1. Turn the control lock to the S position. 2. Enter 30 and press the SBTL key. 3 0 SBTL Clear PLU File 1. Turn the control lock to the S position. 2. Enter 40 and press the SBTL key. 4 0 SBTL Self Tests Self-tests can be performed to check the functions of the register. 1. Turn the control lock to the S position. 2. Enter the test number from the chart below and press the SBTL key.
EPROM Information The ER-5215M register software is loaded in an EPROM (erasable programmable read only memory). This procedure will provide a receipt with the current version, date and checksum for the EPROM. 1. Turn the control lock to the S position. 2. Enter 50 and press the SBTL key. 5 3. 0 SBTL After a short delay, the register will print a receipt as in the example below: DATE 10/15/2002 SUN ER-5215M VERSION CHECKSUM BOOT/APP MARCH 31 CLERK 1 76 • S-Mode Programming TIME 08:37 EPROM INFO.
Memory Allocation The memory allocation program determines how memory is divided to support the following features: • PLUs - you must allocate a minimum of 117 PLUs, the maximum is determined by available memory. • Clerks – you must allocate at least 1 clerk, with a maximum of 99. (Note you also must allocate at least one guest check for each clerk.) • Groups – you must allocate at least 1 group, with a maximum of 99.
Memory Calculation Example The default memory allocation is shown below as a calculation example: Variable Bytes per unit Default Quantity Total 78 1000 78,000 Clerks 1705 15 25,575 Groups 47 20 940 Guest Check 494 20 9,880 Lines per Soft Check 38 50 x 20 (guest check quantity) 38,000 Mix & Match 20 25 500 PLU Total Used 152,895 Total Available 187,144 The total memory used must be less that the total memory available Memory Allocation Program Once you have determined the me
Memory Allocation Program Scan You can read the current memory allocation with the following sequence: 1. Turn the control lock to the S position. 2. Enter 6 0, press the SBTL key and then press the CASH key. 6 0 SBTL DATE 04/02/2004 FRI CASH TIME 08:37 ================================ TTL AVALI : 187144 TTL USED : 152895 -------------------------------1.ALLOCATED PLU IS :1000 2.ALLOCATED CLERK IS :15 3.ALLOCATED GROUP IS :20 4.ALLOCATED CHECK IS :20 5.ALLOCATED CHK LINE IS :50 6.
Function Key Assignment Programming Function keys may be relocated, inactivated or changed with this program. For example, you may wish to place functions, such as PREVIOUS BALANCE and SERVICE, which are not placed on the default keyboard. Or perhaps, you may wish to remove a function, such as CANCEL, for security reasons.
Function Key Codes Code Function Code Function Cod e Function Code Function 1 NLU 1 144 CHARGE 3 170 MACRO 3 196 SERVICE 117 NLU 117 145 CHARGE 4 171 MACRO 4 197 TABLE # 120 Numeric 1 146 CHARGE 5 172 MACRO 5 198 TARE 121 Numeric 2 147 CHARGE 6 173 MACRO 6 199 TAKE OUT 122 Numeric 3 148 CHARGE 7 174 MACRO 7 200 TAX EXEMPT 123 Numeric 4 149 CHARGE 8 175 MACRO 8 201 TAX SHIFT 1 124 Numeric 5 150 CHECK CASHING 176 MACRO 9 202 TAX SHIFT 2 125 Nume
ER-5215M Keyboard Expansion The default ER-5215M can be expanded from 5 to 15 NLU keys. This program sequence must be performed to activate the expanded keyboard. Caution: After memory is cleared, the default program will set the ER-5215M register in the 5key configuration. If you are using 15 NLU keys, you must use this program to reset the 15-key configuration. 1. Turn the control lock to the S position. 2. Enter 9 0 0 and press the SBTL key. 9 3.
RS-232 Communication Option Programs You must define the device(s) attached to the RS-232C communications ports, and the options for the device(s). 1. Turn the control lock to the S position. 2. Enter 8 0 (enter 8 1 to program the second port) and press the SBTL key. 3. Refer to the chart RS-232C option chart that follows and enter the number of the option (N1) you wish to program and press the X/TIME key. 4. Enter the value (N2) that represents your selection and press the CASH key. 5.
Address 5 Option Device Function Value Selection 0 NONE 1 PC 2 SCALE 3 Remote Journal (TVS Interface) 4 Remote Printer 5 EFT Device 6 Scanner 7 COIN 8 Berg Liquor Dispenser 9 Pole Display 6 Initial Feeding Line KP 0 - 20 7 End Feeding Line KP 0 - 20 8 Initial Feeding Line Slip 0 - 20 9 Print Line On Guest Check 0 - 50 10 Scale Type 11 12 Printer Type Display Type 0 NCI 1 CAS 0 NONE 1 SRP-100 / SAM4S ELLIX10 2 3 SRP-270/SRP-500/ SAM4s ELLIX20 SRP-300 4 SRP
Updating Firmware Program The ER-5215M firmware program is loaded in flash EPROM. Occasionally, CRS/SAM4s may provide updates to the firmware in order to fix bugs and/or update the register feature set. The firmware program can be transferred from a PC to an ER-5215M through the register’s RS-232C ports. Note: There are two parts to the firmware program: Boot area and Program area. In most cases, you will only need to update the program area. You will be notified where updates are required.
Update Program Area 1. Connect the Serial Cable From ECR to PC. 2. At the register, turn the control lock to the S position. 3. Turn the power switch to the OFF position. 4. Press and hold the CASH key. 5. While continuing to hold the CASH key, turn the power switch to the ON position. (The display will show nothing and the error tone will sound.) Release the CASH key. 6. Press CLEAR. 7. At the PC, execute the program “Download.exe”. The Download dialog box displays. 8.
Update Boot Area Note: There are two parts to the firmware program: Boot area and Program area. In most cases, you will only need to update the program area. You will be specifically notified when Boot area updates are required. 1. Connect the Serial Cable From ECR to PC. 2. At the register, turn the control lock to the S position. 3. Turn the power switch to the OFF position. 4. Press and hold the CASH key. 5. While continuing to hold the CASH key, turn the power switch to the ON position.
P-Mode Programming Default Program The ER-5215M arrives with a default or generic program already installed. Program options are set to 0 (Zero), unless otherwise noted, which means the machine can be operated immediately after a RAM clear procedure is performed. For example: • All keyboard PLUs are nontaxable and open, without entry limits by default status programming of "000000000". • All system options are set to 0 in default programming, unless otherwise noted.
Tax Programming The ER-5215M has the capability to support four separate taxes. Taxes can be calculated as either a straight percentage rate of between .001% and 99.999%, or a 60 break point tax table. Each tax may be either an add-on tax (added to the cost of a taxable item), or a value added tax (VAT) that is included in the price of the item. Tax rate 4 may be set to function as the Canadian Goods & Services Tax (GST). If Tax 4 is designated as GST, table programming for the rate is not allowed.
Straight Percentage Tax Rate Programming When tax requirements may be met using a straight percentage rate, use the following method to program a tax as a straight percentage. Programming Straight Percentage Tax Rates and Status 1. Turn the control lock to the P position. 2. If the tax is a percentage rate, with a decimal. (0.000-99.999). It is not necessary to enter preceding zeros. For example, for 6%, enter 06.000 or 6.000. 3. For the type of tax: 4.
Tax Table Programming In some cases, a tax that is entered as a percentage does not follow exactly the tax charts that apply in your area (even if the tax chart is based on a percentage). In these cases, we recommend that you enter your tax using tax table programming. This method will match tax collection exactly to the break points of your tax table. Before programming, obtain a copy of the tax table you wish to program.
Tax Table Programming Example - Illinois 6% Tax Table Break point Differences Tax Charged Sale Dollar Range $0.00 $0.00 - $0.10 $0.01 $0.11 - $0.21 11 $0.02 $0.22 - $0.38 17 $0.03 $0.39 - $0.56 18 $0.04 $0.57 - $0.73 17 $0.05 $0.74 - $0.91 18 $0.06 $0.92 - $1.08 17 $0.07 $1.09 - $1.24 16 $0.08 $1.25 - $1.41 17 $0.09 $1.42 - $1.58 17 $0.10 $1.59 - $1.74 16 $0.11 $1.75 - $1.91 17 $0.12 $1.92 - $2.08 17 $0.13 $2.09 - $2.24 16 $0.14 $2.25 - $2.
PLU Programming All PLUs, whether they are registered by pressing a PLU key on the keyboard, or by entering the PLU number and pressing the PLU key, have the same programming options. These options are set through separate programs: • “Program 100 - PLU Status Programming" determines whether the PLU is open, preset or inactive. Also selected here are tax, food stamp, scale, negative, single item, hash, gallonage, compulsory number entry, compulsory validation, compulsory condiment and print options.
Program 100 - PLU Status Programming 1. Turn the control lock to the P position. 2. To begin the program, enter 1 0 0, press the SBTL key. 1 3. 0 0 SBTL Select the PLU or PLUs you wish to program in one of the following ways: • Press a PLU key on the keyboard or scan the item. PLU • If sequential PLUs are to receive the same status, press the first PLU key and then press the last PLU key. PLU • PLU Enter the number of the PLU and press the PLU key.
PLU Status Chart Address N1 Program Option Value PLU is preset? Yes = 0 No = 1 Yes = 0 No = 2 Yes = 4 No = 0 Yes = 1 No = 0 Yes = 2 No = 0 Yes = 4 No = 0 Yes = 1 No = 0 Yes = 2 No = 0 Yes = 4 No = 0 Yes = 1 No = 0 Yes = 2 No = 0 Yes = 4 No = 0 Yes = 1 No = 0 Yes = 2 No = 0 Yes = 4 No = 0 Yes = 1 No = 0 Yes = 2 No = 0 Yes = 4 No = 0 Yes = 0 No = 1 Yes = 0 No = 2 Yes = 0 No = 4 Yes = 0 No = 1 Yes = 0 No = 2 Yes = 4 No = 0 Yes = 1 No = 0 PLU is override preset ? PLU is taxable by rate 1? N2 PLU is taxabl
PLU Options - Reference Information Option Description PRESET OVERRIDE If Yes, you can enter a price to override the preset price. FOOD STAMP ELIGIBLE Select Yes to accumulate a total of food stamp eligible items in the current sale. The total can be viewed by pressing the F/S SUB key and food stamps can be tendered with the F/S TEND key. HASH Items designated with HASH status add to the current sale, but do not add to the registers grand total.
Program 110 - PLU Auto Tare Programming 1. Turn the control lock to the P position. 2. To begin the program, enter 1 1 0, press the SBTL key. 1 3. 1 0 SBTL Select the PLU or PLUs you wish to program in one of the following ways: • Press a PLU key on the keyboard or scan the item. PLU • If sequential PLUs are to receive the same status, press the first PLU key and then press the last PLU key. PLU • PLU Enter the number of the PLU and press the PLU key.
Program 150 - PLU Group Assignment Each PLU may report to any three of 20 groups. Group totals appear on reports, so that you can track sales of different types of items. A group can also be used to designate items that are to print on an optional kitchen printer. The first of the three groups to which a PLU can be assigned determines kitchen printer routing. Note: The PLU will report to group "1", if not programmed to report to another group. 1. Turn the control lock to the P position. 2.
Program 200 - PLU Price/HALO Programming If a PLU is open, set the HALO (high amount lock out) here. If a PLU is preset set the preset price here. If a PLU is set with gallonage status, enter the price per gallon here. (Enter price per gallon in tenths of a penny, i.e. 1299 for $1.29 9/10 per gallon.) 1. Turn the control lock to the P position. 2. To begin the program, enter 2 0 0, press the SBTL key. 2 3.
Program 250 - PLU Stock Amount Programming With this program, you can you can add stock to the PLU sales counters for PLUs you have designated as stock PLUs. See "Program 100 - PLU Status Programming" to set option N5 to set stock status. The stock number set here can be the amount of stock that is being added to the current level, or optionally, it can be the new total stock level. See option #18 in "System Option Programming" to set this option. 1. Turn the control lock to the P position. 2.
Program 300 - PLU Descriptor Programming Note: You can program descriptors up to 18 characters, however only the first 16 will appear on the display. 1. Turn the control lock to the P position 2. To begin the program, enter 3 0 0, press the SBTL key. 3 3. 0 0 SBTL Select the PLU you wish to program in one of the following ways: • Press a PLU key on the keyboard or scan the item. PLU • Enter the number of the PLU and press the PLU key. PLU 4.
Descriptor Code Chart CHAR Ç ü é â ä à å ç ê ë CODE 001 002 003 004 005 006 007 008 009 010 CHAR è ï î ì Ä Å É æ Ǽ ô CODE 011 012 013 014 015 016 017 018 019 020 CHAR ö ò û ù ÿ ö Ü ¢ £ ¥ CODE 021 022 023 024 025 026 027 028 029 030 CHAR € SPACE ! " # $ % & ' ( CODE 031 032 033 034 035 036 037 038 039 040 CHAR ) * + , - .
Program 350 - PLU Link Programming PLU link programming allows you to link a PLU to another PLU, so that registration of the first PLU will automatically trigger registration of the linked PLU. For example, you may wish to link a bottle deposit with the sale of beverages, or you may wish to register a group of items normally sold together. 1. Turn the control lock to the P position. 2. To begin the program, enter 3 5 0, press the SBTL key. 3 3.
Program 400 – PLU Delete Programming NOTE: To delete a PLU, all totals for the PLU must be cleared from Z reports (including Stock and PLU reports.) 1. Turn the control lock to the P position. 2. To begin the program, enter 4 0 0, press the SBTL key. 4 3. 0 0 SBTL Select the PLU or PLUs you wish to program in one of the following ways: • Press a PLU key on the keyboard or scan the item. PLU • Press the first PLU key that is to be deleted and press the last PLU key.
Program 450 – PLU Mix and Match Programming If a PLU is eligible for a mix and match discount, enter the mix and match table for the PLU here. See “Mix and Match Discount Programming” on page 142 for more information. 1. Turn the control lock to the P position. 2. To begin the program, enter 4 5 0, press the SBTL key. 4 3. 5 0 SBTL Select the PLU or PLUs you wish to program in one of the following ways: • Press a PLU key on the keyboard or scan the item.
System Option Programming Refer to the “System Option Table” to review the system options. Read each option carefully to determine if you wish to make any changes. NOTE: Because after clearing memory all options settings are automatically set to 0, and because your most likely option selections require a status setting of 0, you do not need to program this section unless you wish to change the default status. Programming a System Option 1. Turn the control lock to the P position. 2.
System Option Table Address 1 2 3 4 SYSTEM OPTION VALUE Beeper is active? Yes = 0 No = 1 Clerk operation is real clerk key? Yes = 2 No = 0 Clerk sign on method is: Direct entry = 0 Code entry = 1 Pop-up = 1 Stay down = 0 Clerks are: Enforce closed drawer for register operation? Yes = 0 No = 1 Open drawer alarm is active? Yes = 2 No = 0 5 The number of seconds before the open drawer warning tone sounds (default is 30 seconds).
Address SYSTEM OPTION 12 Percentage and Tax calculations will: 13 14 VALUE Round up at 0.005 = 0(default) Always round up = 1 Always round down = 2 Split price calculations will: Round up at 0.
Address 21 22 23 SYSTEM OPTION VALUE Display “add” price of linked item? Yes = 1 No = 0 Allow sale when stock reaches “0”? Yes = 0 No = 2 Allow Swedish round on subtotal? Yes = 4 No = 0 Allow Swedish round on cash? Yes = 1 No = 0 Allow Z stock report? Yes = 0 No = 2 Training mode Enter = 1 Exit = 0 24 Auto Cutter? Yes = 1 No = 0 25 NOT USED 0 NOT USED 0 26 Table Management = 0 1 27 Clerk Interrupt = Pop-up after item = Pop-up after sale = 1 Stay-down = 2 28 29 30 31 3
System Options - Reference Information # Option Description 1 Clerk Operation is real clerk key Select Y if the optional bayonet clerk lock and key system is installed. 2 Clerk sign on method is Direct Entry or Code Entry For direct entry, enter the clerk code and press the CLERK key. For code entry, press the CLERK key, enter the clerk code and press the CLERK key. 6 Allow the post tender function Select Y to allow re-tendering should a second change calculation become necessary.
# Option Description 26 Table Management, or Clerk Interrupt allows you to temporarily suspend an incomplete transaction by signing on a new clerk. The new clerk can begin a new transaction with the first transaction temporarily suspended. The original transaction can be recalled for completion by signing on the original clerk. You cannot use check/table tracking or charge posting when the clerk interrupt system is implemented.
Print Option Programming Refer to the “Print Option Table” to review the print options. Read each option carefully to determine if you wish to make any changes. NOTE: Because after clearing memory all options settings are automatically set to 0, and because your most likely option selections require a status setting of 0, you do not need to program this section unless you wish to change the default status. Programming a Print Option 1. Turn the control lock to the P position. 2.
Print Option Table Address 1 PRINT OPTION VALUE Print media total on clerk report? Yes = 1 No = 0 Yes = 0 No = 2 Print tax symbol? 2 3 4 5 Void/Return totals will print on the Financial report? Yes = 0 No = 1 Audaction total will print on the Financial report? Yes = 2 No = 0 Skip media totals with zero activity on the Financial report? Yes = 0 No = 1 Skip media totals with zero activity on the Clerk report? Yes = 0 No = 2 Print Clerk report at the end of the Financial report? Yes = 4 No =
Address 10 PRINT OPTION VALUE Print Gross total on the X Financial report? Yes = 0 No = 1 Yes = 0 No = 2 Yes = 1 No = 0 Print Gross total on the Z Financial report? 11 Print the subtotal without tax on the receipt? Tax amount to print on receipt is: 12 13 Combine = 2 Itemize = 0 Print the tax amount on receipt? Yes = 0 No = 1 Print taxable totals? Yes = 2 No = 0 Print the tax rate? Yes = 4 No = 0 Print a breakdown of the VAT eligible sale? Yes = 1 No = 0 Print training mode message on t
21 22 23 24 25 Print preamble message on receipt? Yes = 0 No = 1 Print postamble message on receipt? Yes = 0 No = 2 Print preamble message on the guest check? Yes = 4 No = 0 Print postamble message on the guest check? Yes = 1 No = 0 Do not print pre/postamble message on the journal receipt? Yes = 0 No = 2 Print average items per customer on the Financial report? Yes = 0 No = 1 Print average sales per customer on the Financial report? Yes = 0 No = 2 Allow a second receipt for the same tran
29 Print pre graphic logo on guest check? Yes = 1 No = 0 Print post-graphic logo on guest check? Yes = 2 No = 0 Pre graphic logo 30 Post graphic logo Default = 0 User = 1 Default = 0 User = 2 Print tax only for last serviced items? Yes = 0 No = 4 31 Number of pre-feeding lines on receipt. 0-5 32 Number of post-feeding lines on receipt. 0-5 33 Print open check totals on financial report. Yes = 0 No = 1 Print PLU report before financial report.
# Option Description 11 Print subtotal without tax on the receipt? If you hand-write credit card slips, you may find it useful to print the merchandise subtotal. Select Yes if you wish to print the subtotal without tax on the receipt. Tax amount on receipt is: Combine or Itemize Select Yes if you are calculating and reporting more than one sales tax rate separately and you wish to print just the total of multiple taxes rather than itemize each tax on the receipt.
Function Key Programming Three programs are used to program function keys: • Program 70 - is used to set individual options for each function key • Program 80 - is used to program a 12-character alphanumeric descriptor. In the case of the #/No Sale key, provision is made to program a separate descriptor for the # and No Sale functions. • Program 90 - is used to set a high amount limit (HALO).
Program 80 - Function Key Descriptor Note: You can program descriptors up to 18 characters, however only the first 16 will appear on the display. 1. Turn the control lock to the P position. 2. To begin the program, enter 8 0, press the SBTL key. 8 3. 0 SBTL Enter up to 18 three-character codes and press the function key you are programming. (See “Descriptor Code Chart” on page 102.) Enter up to 18 threecharacter codes 4.
Program 90 - Function Key HALO Use Program 90 to program a high amount lock out (HALO) for a function key. Only specific keys require this program. For example, you can set a HALO for the CASH, CHECK or CHARGE keys. Refer to the specific function key programming information in this chapter to determine when the HALO option is available. Note: An 8 digit HALO has a maximum entry of $500,000.00. 1. Turn the control lock to the P position. 2. To begin the program, enter 9 0, press the SBTL key. 9 3.
Instructions for Currency Conversion Rate - Program 90 1. Turn the control lock to the P position. 2. To begin the program, enter 9 0, press the SBTL key. 9 3. 0 SBTL Enter the exchange rate of up to 7 digits (do not enter the decimal point), and then enter a number from 0 to 7 to indicate the decimal position. See "Currency Exchange Rate Programming Examples" below. Exchange Rate 4. Decimal Position Press the function key on the keyboard you wish to program. FUNCTION KEY 5.
ADD CHECK - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 N3 SBTL N1 N2 N3 ADD CEHCK CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 Compulsory before tendering? Yes = 2 No = 0 Advance the consecutive # when this function is used? Yes = 0 No = 4 Delete the pre/postamble when this function is used? Yes = 0 No = 1 Exempt tax 1? Yes = 2 No = 0 Exempt tax 2? Yes = 4 No = 0 Exempt tax 3? Yes = 1 No = 0 Exempt tax 4? Yes = 2 No = 0
CASH - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 N3 SBTL N1 N2 N3 CASH CASH OPTION VALUE Amount tender is compulsory? Yes = 1 No = 0 Allow over tendering and under tendering in X control lock position only? Yes = 2 No = 0 Disable under tendering? Yes = 4 No = 0 Open cash drawer? Yes = 0 No = 1 Exempt tax 1? Yes = 2 No = 0 Exempt tax 2? Yes = 4 No = 0 Exempt tax 3? Yes = 1 No = 0 Exempt tax 4? Yes = 2 No = 0 Validation is co
CHARGE 1-8 - Function Key Options Repeat for another function 7 0 Address N1 N2 N3 N4 N5 124 • P-Mode Programming SBTL N1 N2 N3 N4 N5 CHARGE 1-8 OPTION VALUE Amount tender is compulsory? Yes = 1 No = 0 Allow over tendering and under tendering in X control lock position only? Yes = 2 No = 0 Disable under tendering? Yes = 4 No = 0 Open cash drawer? Yes = 0 No = 1 Allow over tendering? Yes = 2 No = 0 Non-add # entry compulsory? Yes = 4 No = 0 Exempt tax 1? Yes = 1 No = 0 Exempt
CHECK - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 N3 N4 SBTL N1 N2 N3 N4 CHECK CASH OPTION VALUE Amount tender is compulsory? Yes = 1 No = 0 Allow over tendering and under tendering in X control lock position only? Yes = 2 No = 0 Disable under tendering? Yes = 4 No = 0 Open cash drawer? Yes = 0 No = 1 Exempt tax 1? Yes = 2 No = 0 Exempt tax 2? Yes = 4 No = 0 Exempt tax 3? Yes = 1 No = 0 Exempt tax 4? Yes = 2 No = 0 Check
CHECK CASHING - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 SBTL N1 N2 CHECK CASH CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 Key is active in X control lock position only? Yes = 2 No = 0 Validation is compulsory? Yes = 4 No = 0 Check Endorsement is compulsory? (Requires software version 5.2 or later.
CHECK # - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 N3 N4 SBTL N1 N2 N3 N4 CHECK# CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 Before registering, begin a tracking number? Yes = 2 No = 0 Opening clerk has exclusive access? Yes = 4 No = 0 Check track # and balance will print on receipt? Yes = 0 No = 1 Check track # and balance will print on remote? Yes = 0 No = 2 Allow only one check per table? Yes = 4 No = 0 Check# is au
DRIVE THRU / EAT IN / TAKE OUT - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 SBTL N1 N2 DRIVE THRU CASH Repeat for another function 7 0 SBTL N1 N2 EAT IN CASH Repeat for another function 7 0 Address N1 N2 128 • P-Mode Programming SBTL N1 N2 TAKE OUT CASH OPTION VALUE Exempt tax 1? Yes = 1 No = 0 Exempt tax 2? Yes = 2 No = 0 Exempt tax 3? Yes = 4 No = 0 Exempt tax 4? Yes = 1 No = 0 Validation is compulsory? Yes = 2 No = 0 = SUM E
ERROR CORRECT - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 SBTL N1 ERROR CORRECT CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 Key is active in X control lock position only? Yes = 2 No = 0 Validation is compulsory? Yes = 4 No = 0 = SUM = SUM F/S Subtotal - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 SBTL N1 F/S SBTL CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 ER-5215
F F/S TEND - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 SBTL N1 N2 CASH OPTION VALUE Exempt tax 1? Yes = 1 No = 0 Exempt tax 2? Yes = 2 No = 0 Exempt tax 3? Yes = 4 No = 0 Exempt tax 4? Yes = 1 No = 0 The tender is allowed in any amount? Yes = 2 No = 0 Food stamp change is issued in: N3 F/S TEND N3 Cash = 4 Food Stamps = 0 Open cash drawer? Yes = 0 No = 1 Validation is compulsory? Yes = 2 No = 0 Allow over-tender? Yes = 4
#/NS - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 N3 SBTL N1 N2 N3 N4 #/NS OPTION VALUE No Sale is inactive? Yes = 1 No = 0 No Sale active in X control lock position only? Yes = 2 No = 0 No Sale inactive after non-add # entry? Yes = 4 No = 0 Enforce non-add # entry at start of sale? Yes = 1 No = 0 Print when a NO SALE is performed? Yes = 0 No = 2 Non-add # entries are prohibited? Yes = 4 No = 0 Compulsory non-add entry must matc
MODIFIER 1-5 - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 SBTL N1 N2 N3 MODIFIER CASH OPTION VALUE Key is active in X control lock position only? Yes = 1 No = 0 Affect PLU number? (If No, only modifier descriptor is added.
PROMO - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 SBTL N1 N2 PROMO CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 Key is active in X control lock position only? Yes = 2 No = 0 Exempt tax 1? Yes = 4 No = 0 Exempt tax 2? Yes = 1 No = 0 Exempt tax 3? Yes = 2 No = 0 Exempt tax 4? Yes = 4 No = 0 = SUM = SUM PAID OUT 1-3 - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 SBTL N1
PRINT CHECK - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address SBTL N1 PRINT CHECK N2 CASH OPTION VALUE N1 Enter port.
SCALE - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 SBTL N1 N2 SCALE CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 Key is active in X control lock position only? Yes = 2 No = 0 Allow manual entry of weight? Yes = 4 No = 0 Subtract tare weight on the scale entry? Yes = 1 No = 0 Weight symbol for manual entry is: Kg = 2 Lb = 0 Scaleable items can be open price or scaleable entry. ER-5215M Electronic Cash Register v2.
SERVICE - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 N3 SBTL N1 N2 N3 N4 CASH OPTION VALUE Compulsory non-add number before this key is used? Yes = 1 No = 0 Print on receipt? Yes = 0 No = 2 Allow negative balance in X control lock position only? Yes = 4 No = 0 Calculate tax 1? Yes = 0 No = 1 Calculate tax 2? Yes = 0 No = 2 Calculate tax 3? Yes = 0 No = 4 Calculate tax 4? Yes = 0 No = 1 Validation is compulsory? Yes = 2 No = 0
TABLE - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 SBTL N1 TABLE CASH OPTION VALUE Table number entry compulsory before opening a new check? Yes = 1 No = 0 Table number entry compulsory for all sales? Yes = 2 No = 0 Print table# at the remote printer? Yes = 4 No = 0 = SUM = SUM TARE - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 SBTL N1 TARE CASH OPTION VALUE Key is inactive? Ye
TAX EXEMPT - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 N2 138 • P-Mode Programming SBTL N1 N2 TAX EXEMPT CASH OPTION VALUE Exempt tax 1? Yes = 1 No = 0 Exempt tax 2? Yes = 2 No = 0 Exempt tax 3? Yes = 4 No = 0 Exempt tax 4? Yes = 1 No = 0 Compulsory non-add number before this key is used? Yes = 2 No = 0 Validation is compulsory? Yes = 4 No = 0 = SUM ER-5215M Electronic Cash Register v2.
TIP - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address SBTL N1 N2 N3 N4 TIP OPTION VALUE Type of tip is: N1 N2 N3 N4 CASH Percentage = 1 Amount = 0 Key is inactive? Yes = 1 No = 0 Key is active in X control lock position only? Yes = 2 No = 0 Add tax rate 1? Yes = 4 No = 0 Add tax rate 2? Yes = 1 No = 0 Add tax rate 3? Yes = 2 No = 0 Add tax rate 4? Yes = 4 No = 0 Add the tip total to the NET and GROSS sales total? Yes = 1 No = 0 =
VOID - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 SBTL N1 VOID CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 Key is active in X control lock position only? Yes = 2 No = 0 = SUM = SUM WASTE - Function Key Options Options - Program 70 (P-Mode) Repeat for another function 7 0 Address N1 140 • P-Mode Programming SBTL N1 WASTE CASH OPTION VALUE Key is inactive? Yes = 1 No = 0 Key is active in X control lock position only? Yes
%1-%5 Function Key Options Note: See “Program 90 Instructions for %1-%5 Keys” on page 143 to set the value for the percentage or amount.
Mix and Match Discount Programming Retailers often offer discounts when multiples of different items are purchased. For example, the offer: “save $5 on any three bottles of wine” can be handled by a mix and match discount. The ER5215M can accommodate up to 99 different mix and match discounts.
Program 601 – Price Programming 1. Turn the control lock to the P position. 2. To begin the program, enter 6 0 1, press the SBTL key. 6 3. 0 1 SBTL Enter the number (1-99) of the mix and match table you wish to program; press the X/TIME key. X/TIME 4. Enter a price (up to 7 digits) and press the SBTL key. SBTL Price/HALO 5. Repeat from step 3 for each table you wish to program. Press the CASH key to finalize the program. CASH Program 610 – Mix & Match Descriptor Programming 1.
Clerk Programming Clerks (which may be used as cashiers), have the following programming options. These options are set through separate programs: • Program 800 - Secret Code programming determines the code that is used for clerk sign on if a code entry sign on method is selected in system option #2 (See "System Option Programming" on page 106.) • Program 801 - If a second cash drawer is installed, Drawer Assignment determines which cash drawer will be opened for each.
Program 801 - Drawer Assignment 1. Turn the control lock to the P position. 2. To begin the program, enter 8 0 1, press the SBTL key. 8 3. 0 1 SBTL Enter the number (1-99) of the clerk you wish to program; press the X/TIME key. X/TIME 4. Enter a drawer assignment (0 (no drawer), 1 (default), or 2); press the SBTL key. Enter 0, 1 or 2 5. SBTL Repeat from step 3 for each clerk you wish to program. Press the CASH key to finalize the program. CASH Program 810 - Clerk Descriptor Programming 1.
Group Programming 20 Group totals are available to accumulate totals of individual PLUs that are assigned to each group. Each PLU can be assigned to one, two or three different groups. (See “Program 150 - PLU Group Assignment” on page 98 to program PLU groups for each PLU.) • Use program 900 to assign a group status, i.e. a group can be set to not add to the total of all groups, or a group can be used to designate like items for kitchen printer assignment.
Programming Group Descriptors 1. Turn the control lock to the P position. 2. To begin the program, enter 9 1 0, press the SBTL key. 9 3. 1 0 SBTL Enter the number (1-99) of the group you wish to program; press the X/TIME key. X/TIME 4. Enter up to 18 three-character codes and press the X/TIME key. (See “Descriptor Code Chart” on page 102.) Enter up to 18 threecharacter codes 5. SBTL To program additional groups, repeat from step 3, or press the CASH key to finalize the program.
Miscellaneous Programming Program 1500 - Macro Key Sequence Programming Macros are special function keys that are used to execute a sequence of key depressions. For example, a macro might be used to execute a string of reports or to automatically tender a preset amount. Up to ten different macros may be placed on the keyboard. (See "Function Key Assignment Programming” on page 80 to place macros on the keyboard.) To Program a Macro 1. Turn the control lock to the P position. 2.
Program 700 - Logo/Endorsement Message Programming Programming the Receipt/Check Endorsement Message A preamble message of up to six lines can be printed at the top of each receipt; a postamble message of up to six lines can be printed at the bottom of each receipt, and an endorsement message of up to ten lines can be printed when a check is endorsed on an optional slip printer. Each line can consist of up to 32 characters. 1. Turn the control lock to the P position. 2.
Program 701 - Financial Report Descriptor Programming The Financial Report selection allows you to reprogram the descriptors that appear with the Financial Report totals and counters. For example, the first total on the financial report "+PLU TTL" represents the total of all positive PLU entries. You might wish to re-label this total to say "FOOD SALES". You can reprogram any of the Financial Report totals listed here with any 12-character descriptor. 1. Turn the control lock to the P position. 2.
X Message Line X Message Line X Message Line 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 +PLU TTL -PLU TTL ADJST TTL NONTAX TAX1 SALES TAX2 SALES TAX3 SALES TAX4 SALES TAX1 TAX2 TAX3 TAX4 XMPT1 SALES XMPT2 SALES XMPT3 SALES XMPT4 SALES EATIN TTL TAKEOUT TTL DRTHRU TTL %1 %2 %3 %4 %5 NET SALE CREDIT TAX1 CREDIT TAX2 CREDIT TAX3 CREDIT TAX4 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 FD/S CREDIT RETURN ERROR CORR PREVIOUS VD
Program 710 - Clerk Report Descriptor Programming The Clerk Report selection allows you to reprogram the descriptors that appear with the Clerk Report totals and counters. For example, the first total on the clerk report "NET SALES" might be re-labeled to say "GROSS SALES". You can reprogram any of the Financial Report totals listed here with any 12-character descriptor. 1. Turn the control lock to the P position. 2. To begin the program, enter 7 1 0, press the SBTL key. 7 3.
X Message Line X Message Line X Message Line 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 NET SALE NONTAX TAX1 SALES TAX2 SALES TAX3 SALES TAX4 SALES TAX1 TAX2 TAX3 TAX4 XMPT1 SALES XMPT2 SALES XMPT3 SALES XMPT4 SALES EATIN TTL TAKEOUT TTL DRTHRU TTL %1 %2 %3 %4 %5 CREDIT TAX1 CREDIT TAX2 CREDIT TAX3 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 CREDIT TAX4 FD/S CREDIT RETURN ERROR CORR PREVIOUS VD VOID MODE CANCEL GROSS SALES CASH SALES CHECK SALES
Program 711 - Macro Name Programming Up to ten function locations may be designated as Macro keys. You may wish to program a name for a macro. For example if a macro executes a series of commands to produce daily reports, you can program the descriptor “DAILY”, so the macro can easily be identified. Macro names can also be helpful when looking at keyboard layout information with the PC communication utility. 1. Turn the control lock to the P position. 2.
Program 720 – DataTran Message Program When a DataTran integrated payment appliance is connected, you can print a message of up to four lines on the electronic payment draft receipt. 1. Turn the control lock to the P position. 2. To begin the program, enter 7 2 0, press the SBTL key. 7 3. 2 0 SBTL Enter the number of the message line (1-4) you wish to program; press the X/TIME key. X/TIME 4.
Program 1000 - NLU Code Number Programming NLU are fixed keys on the keyboard (like traditional department keys) that access specific PLUs. On the default keyboard, there are 5 NLU keys and the PLU# assigned to the NLU key is the same, i.e. NLU key number one is PLU #1. However, with this program, you can assign any PLU number you wish to any one of the 5 (or 15) possible NLU keys. Programming the NLU Code Number 1. Turn the control lock to the P position. 2.
Program 1100 - Cash-In-Drawer Limit Programming You can set a cash-in-drawer limit. When cash in drawer exceeds the limit a warning will display on the screen. You must press CLEAR to remove the warning and continue operations. The warning will continue to appear at the completion of every transaction with the limit exceeded, until you use the PAID OUT function to remove cash from the drawer. Programming the Drawer Limit 1. Turn the control lock to the P position. 2.
Program 1300 - Date and Time Programming Use this program to set the clock and calendar on your ER-5215M. The date changes automatically. After initial setting, time changing will probably be required only for beginning and ending daylight savings time. Programming the Date and Time 1. Turn the control lock to the P position. 2. To begin the program, enter 1 3 0 0, press the SBTL key. 1 3. 0 SBTL H M M X/TIME Enter the date in MM(month) DD(day) and YY(year) format. Press the X/TIME key: M 5.
Program 1400 - Scale Tare Weight Programming A tare is the amount of weight representing the container, or package when items are sold by weight. You can pre-program five tare weights, representing the weight of different containers. When you place an item and a container on optional scale, you can enter the tare number to automatically subtract the pre-programmed tare weight. If you choose to use tare #5 for manual tare weight entry, do not enter a weight for tare #5. (See Scale Operations on page 64.) 1.
Program 1600 - Machine Number Programming The machine number is printed on the register receipt. Program a machine number so that any receipt or journal can be identified with the store or register where the transaction took place. Programming the Machine Number 1. Turn the control lock to the P position. 2. To begin the program, enter 1 6 0 0, press the SBTL key. 1 3. 6 0 0 SBTL Enter a machine number (up to 5 digits); press the X/TIME key. X/TIME 4. Press the CASH key to finalize the program.
Program Scans Since much time and energy has been invested in the planning and programming of your ER-5215M, it is advisable to print a hard copy of the final program for future reference. This copy should be kept in a safe place. 1. Turn the control lock to the P position. 2. To print a program scan, enter 1 5, press the SBTL key. 1 3. Refer to the chart below and enter a digit to represent the segment of the program you wish to print; press the X/TIME key. X 4.
Sample Reports Financial Total and count of all positive PLUs Total and count of all Negative PLUs Total of +PLU and –PLU sales Total of Nontaxable sales Total of tax eligible sales for each sale tax Total of tax collected for each tax Total exempted sales for each tax Total sales for each type of destination Total and count for each % function key (i.e. discounts & coupons) 162 • Sample Reports DATE 11/10/1999 WED TIME 13:32 X 1 REPORT 00001 -------------------------------FINANCIAL +PLU TTL 179.
continued from previous page Total and count for each % function key (i.e. discouts & coupons) SALE DISC. SALE SURCH. % 4 % 5 Net Sales Credited tax for each tax. (Tax is credited for negative taxable sales, i.e. mdse return transactions.) NET SALE CREDIT TAX1 CREDIT TAX2 CREDIT TAX3 CREDIT TAX4 Food stamp change credited to sales FD/S CREDIT RETURN Total and count for each type of transaction correction.
Total and count of items sold with HASH status. Count of No Sales. Total of numbers entered into the nonadd key Total and count of expected CASH, CHECK in drawer continued from previous page HASH TTL NOSALE NON ADD # CASH-IN-D CHECK-IN-D FD/S-IN-D CHG1-IN-D CHG2-IN-D Total and count for each CHARGE in drawer. CHG3-IN-D CHG4-IN-D CHG5-IN-D CHG6-IN-D CHG7-IN-D CHG8-IN-D CHG1 SALES CHG2 SALES Total and count for each CHARGE key.
Total of CASH, CHECKS and CHARGES in drawer. Total and count for PROMO,WASTE and TIPS. Number of transactions and total activity in Training Mode Total and count of all balances serviced Total number of guests served Total and count of balances entered into PBAL key Total and count of balances paid Total and count of items serviced Total and count of mix & match disc. Total and count of payments to house accounts continued from previous page DRWR TTL PROMO $216.69 1 $1.50 WASTE 8 $12.50 TIPS 0 $0.
Time Time Period Number of Transactions Net sales in this period. Percentage of total sales Number of Transactions all periods Net sales in all periods. 166 • Sample Reports DATE 11/10/1999 WED TIME 15:48 X 1 REPORT 00001 -------------------------------TIME 13:00-13:59 CNT 17 SALES AMT $183.85 SALES RATE 65.39% 14:00-14:59 CNT 9 SALES AMT $97.33 SALES RATE 34.61% ******************************** TOTAL CNT 26 TOTAL AMT $281.18 ETHAN No.000236 00000 ER-5215M Electronic Cash Register v2.
PLU PLU number PLU Descriptor Count and sales total. Percentage of total sales (optional) Total activity for all PLUs Total sales for all PLUs. ER-5215M Electronic Cash Register v2.4 DATE 11/10/1999 WED TIME 15:33 X 1 REPORT 00001 -------------------------------ALL PLU PLU#1 HAMBURGER CNT 28 $42.00 SALES RATE 15.64% PLU#2 DBL BURGER CNT 40 $99.75 SALES RATE 37.14% PLU#4 COKE CNT 26 $38.85 SALES RATE 14.46% PLU#5 SPRITE CNT 18 $13.42 SALES RATE 5.00% PLU#7 ROAST CNT 19.16 $30.47 SALES RATE 11.
Clerk Note: Media totals can be printed for each clerk, if selected in System Option Programming. Clerk Name Number of Transactions Net sales for this clerk Drawer total for this clerk 168 • Sample Reports DATE 11/10/1999 WED TIME 15:36 X 1 REPORT 00001 -------------------------------ALL CLERK ETHAN NET SALE 10 $155.23 DRWR TTL $109.81 -------------------------------ZACH NET SALE 5 $45.14 DRWR TTL $43.22 -------------------------------ANNA NET SALE 4 $78.75 DRWR TTL $67.
Individual Clerk Clerk Name Number of Transactions Net sales for this clerk Drawer total for this clerk ER-5215M Electronic Cash Register v2.4 DATE 11/10/1999 WED TIME 15:36 X 1 REPORT 00001 -------------------------------INDIVIDUAL CLERK ETHAN NET SALE 10 $155.23 DRWR TTL $109.81 -------------------------------ETHAN No.
Groups Group Descriptor Number of items sold in this group Net sales for this group Number of items sold in all groups. Net sales for all groups. 170 • Sample Reports DATE 11/10/1999 WED TIME 15:34 X 1 REPORT 00001 -------------------------------GROUP GROUP : 1 FOOD CNT 68 SALES AMT $141.75 GROUP : 2 DRINK CNT 44 SALES AMT $52.27 GROUP : 3 REST. CNT 112 SALES AMT $194.02 GROUP : 5 STORE CNT 19.16 SALES AMT $30.47 GROUP : 8 MDSE CNT 58.40 SALES AMT $44.11 GROUP : 9 STORE MDSE CNT 77.56 SALES AMT $74.
Stock PLU number PLU Descriptor Current Stock Count ER-5215M Electronic Cash Register v2.4 DATE 11/10/1999 WED TIME 15:47 X 1 REPORT 00001 -------------------------------ALL PLU STOCK PLU#1 HAMBURGER CNT 26 PLU#2 DBL BURGER CNT 15 PLU#7 ROAST CNT 25.96 PLU#28 UNLEADED CNT 1488.47 PLU#33 NAILS CNT 161.25 ETHAN No.
Open Check Open check number and balance. Clerk responsible for the check. Total of all open checks. 172 • Sample Reports DATE 11/10/1999 WED TIME 15:59 X 1 REPORT 00001 -------------------------------OPEN CHECK CHECK : 3 $24.07 MOLLY CHECK : 4 $45.42 ETHAN CHECK : 5 $24.50 ETHAN CHECK : 6 $28.33 ETHAN ******************************** OPEN CHK TOTAL 122.32 ETHAN No.000243 00000 ER-5215M Electronic Cash Register v2.
Balancing Formulas +/- Net Sales $ Example = PLU Sales Total $ + Tax 1 $ + Tax 2 $ + Tax 3 $ + Tax 4 $ + Sale Coupon Amouts $ + Sale Percent Discounts $ + Sale Surcharge Amounts $ = Net Sales $ +/- Gross Sales $ Example = Net Sales $ + Negative PLU Total $ + Item Coupon Total $ + Item Percent Discount $ + Sale Coupon Amounts $ + Sale Percent Discounts $ + Credit Tax 1 $ + Credit Tax 2 $ + Credit Tax 3 $ + Credit Tax 4 $ + Merchandise Return $
Integrated Payment Appendix One Day Example of Credit Authorization Open Batch NOTE: To present things in a logical order, OPEN BATCH is shown at the beginning of the day, but in practical day-to-day operation it is recommended to open a new batch right after closing today’s batch, so it is ready to go for the next day. 1. Turn the control lock to the Z position. 2. Enter 501, press SBTL. 3. The message “WAITING RESP.” displays momemtarily, then the message “REPORT MODE” returns. No printing occurs.
Sample Transaction 1. Register a normal transaction. Press the appropriate CHARGE key. The message ‘SLIDE CARD” displays: 2. Swipe the card. The message “SLIDE CARD.” continues to displays until the card verification is complete. 3. When verification is complete, the draft is printed. Note: If multiple documents are to be printed, the message “CLEAR / CASH” displays. Tear off the printer paper, and press CASH to resume printing.
Manual Card Entry 1. Register a normal transaction. Press the appropriate CHARGE key. The message ‘SLIDE CARD” displays. 2. If card will not read, press CLEAR once, the message “ENTER ACCT NO” displays. 3. Enter the account number and press CASH (or press Clear twice to abort the transaction.) 4. The message “ENTER EXP DATE” displays. Enter the 4-digit expiration date and press CASH. 5. When verification is complete, the draft is printed.
Void Transaction Transaction Void allows a transaction to be removed from the batch and not reported to the cardholder statement. 1. Turn the keylock to the VOID position. 2. Register a normal transaction. 3. Press the appropriate CHARGE key. The message “SLIDE CARD” displays 4. Swipe the card. The message “ENTER APP CODE” displays. 5. Enter the authorization code printed for the transaction to be voided, press CASH. . The message “ENTER REF NO” displays.
Close Batch NOTE: To present things in a logical order, OPEN BATCH is shown at the beginning of the day, but in practical day-to-day operation it is recommended to open a new batch right after closing today’s batch, so it is ready to go for the next day. 1. Turn the control lock to the Z position. 2. Enter 502, press SBTL. 3. The message “WAITING RESP.” displays momemtarily. When communication is complete, the Local Batch Status prints and the batch is closed. The message “REPORT MODE” returns.
Reset Mode Procedures DataTran Function Table Function Procedure Initialize EFT Z-Mode: Enter 500, press SBTL Open Batch Z-Mode: Enter 501, press SBTL Close Batch Z-Mode: Enter 502, press SBTL Clear Current Batch Z-Mode: Enter 503, press SBTL Change Batch Number Z-Mode: Enter 504, press SBTL Issue Local Total Z-Mode: Enter 505, press SBTL Issue Transaction Z-Mode: Enter 506, press SBTL Issue Batch Status Z-Mode: Enter 507, press SBTL Dial In Load Z-Mode: Enter 508, press SBTL Dial Out Lo
Chg Batch Number Z-Mode: Enter 504, press SBTL (At the ENTER BATCH NO message, enter the new number, press CASH.) The change batch number command is used to assign a new batch number to an existing batch. It is used with certain credit card processors to rectify settlement problems. It is used infrequently. (Attempt to change batch number will be denied if bank does not allow the feature.
Issue Transaction Z-Mode: Enter 506, press SBTL The Local Transaction Report contains details of each transaction in the current batch. Example (See Appendix for report key.) DATE 5/24/2004 WED TIME 10:59 *** LOCAL TRANSACTION REPORT *** 1 A 54 ************6301 0501 1 V ITAL6 * 100.
Dial In Load/Dial Out Load Z-Mode: Enter 508, press SBTL (Dial In Load) Z-Mode: Enter 509, press SBTL (Dial Out Load) If instructed by Datacap support, you can use these options to update DataTran software. Choose Enable Dial In Load to allow Datacap to call the DataTran and send updates. Choose Enable Dial Out Load to call Datacap to connect. You will be required to enter the phone number and terminal I.D. Required ECR Programs 1. You must set EFT status for the port you are using.
W X Y MIC Banknet Reference Number MIC Banknet Authorization Date MIC POS Entry Mode MIC Mag Stipe Error Code PS2000 Validation Code Authorization Response Code PS2000 Authorization Currency Code or MIC Entry Mode Change Indicator MIC Track Data - CVC Error MIC Track Data - Error Code ZMerchant Category Code AAEntry Mode BBOriginal Authorized Amount 9 4 4 3 3 9 4 1 1 4 2 3 1 1 1 2 2 11 Alphanumeric Numeric 1 Alphanumeric 1 Alphanumeric Alphanumeric 2 Alphanumeric Alphanumeric 1 Alphanumeric 1 Alphanum
4 = MasterCard 8 = JCB 5 = Discover 9 = Debit P. Special Program Code: When available, the DataTran will use this field to return the special program code entered for each accessed transaction. Q. Transaction Date: The DataTran will use this field to return the date of each accessed transaction. Formats: “MMDDYY” (“MM” = month, “DD” = day, and “YY” = year). R. Transaction Time: The DataTran will use this field to return the time of each accessed transaction.
186 • Integrated Payment Appendix ER-5215M Electronic Cash Register v2.
Index # #/No Sale Key descriptor programs 119 Function Key Programs 131 % %1-%5 Keys Function Key Programs 141 rate/amount programming 120 A Add Check Function Key Programs 122 Operation 38 Auto Cutter enable optional 109 auto-scale status for PLU 95 B Balancing Formulas 173 Beeper active? 107 Break Points 91 C Cancel 37 Function Key Programs 122 Cash Declaration Operation 68 programming 107, 109 Cash drawer open in training? 107 ER-5215M Electronic Cash Register v2.
Currency symbol 114 D Date format option 107 programming 158 Decimal place option 107 Default Program 88 Descriptor Code Chart 102 Descriptor Programming PLU 101 direct multiplication enable 108 Drive Thru 39 compulsory 108 Function Key Programs 128 operations 57 Grand total net or gross 115 graphic logo print on guest check 116 print on receipt 115 user or default 116 Group Assignment PLU 98 Programming 146 Report 170 Guest Function Key Programs 130 H Hard Check operations 54 Hash normal or non-add? 108
% key 141 add check key 122 Cancel key 122 Cash tendering 123 charge tendering 124 Check Cash key 126 Check tendering 125 Error Correct 129 Mdse Return 131 Modifier key 132 negative sales 107 No Sale function 131 P/O key 133 Promo key 133 R/A key 134 Scale key 135 Tare 137 Tip 139 Void 140 Waste key 140 Memory All Clear 74 Allocation 77 Clear Grand Total 75 Clear PLU File 75 Clear Totals/Counters 74 Clearing 74 Merchandise Return 35 Function Key Programs 131 Mix & Match Discount Programming 142 Programming
status for PLU 95 Subtotal 113 subtotal without tax 114 Tax amount 114 tax rate 114 tax symbol 113 taxable totals 114 time 113 training mode message 114 VAT breakdown 114 Void/Return totals on the Financial report 113 when polling reports 115 Z counter 113 zero skip on clerk 113 zero skip on financial 113 zero skip on PLU report 113 Print Check Function Key Programs 134 Print Option Programming 112 Table 113 Priority print on KP 115 Program Scans 161 Promo Function Key Programs 133 Operations 58 Scale Func
V X Validate Function Key Programs 139 tender or total? 108 Value added tax (VAT) 89 Void Control Lock Position 36 Function Key Programs 140 volume unit 114 X lock position control See manager control W Z Z counters Reset 108 zero skip on clerk 113 on financial 113 on PLU report 113 Waste Function 58 Function Key Programs 140 Weight symbol 135 ER-5215M Electronic Cash Register v2.
Manual Revision Record Edition Date published V2.2 01/03/2006 V2.3 01/18/2006 Starting KP # Program (Prg 1900) added V2.4 06/02/06 Added System option #32 192 • Manual Revision Record Revison contents ER-5215M Electronic Cash Register v2.
