SAM4s ER-900 Series Training Guide Program Creation & Exercises Ver 1.1 CRS, Inc. All specifications are subject to change without notice 2012 CRS, Inc.
Contents ER-900 Series Training Guide Equipment Preparation & Program Creation Sequence Unbox & Prepare Install Card Reader RAM Clear Update Firmware ER-900 Series Demo Programs Small QSR: Casa Lupita Small Bar/Tavern Convenience Liquor Program Developing the Program ECR & Merchant Terms How your merchant’s sales are tracked and organized? What does “Inventory” mean? Type of Discounts and Coupons Other Terms to Know… What’s Next? Sample 20 Question Survey for Small QSR Application Sample 20 Question Survey
Enter Programs via Keyboard Memory Allocation Function Key Assignment Function Key Assignment NLU Program Tax Program --Florida State Tax (6.
ER-900 Series Training Guide Equipment Preparation & Program Creation Sequence 1. Unbox & Prepare for Use i. PLU Status 2. RAM Clear & Verify Firmware Version ii. PLU Group 3. Complete Software Upgrade to latest Available Version by SD Card iii. PLU Price HALO 4. ER-900 Series Demo Programs iv. PLU Descriptor 5. Complete Merchant Survey f. 6. Design Keyboard Layout g. Print Option Program 7. Fill Program Worksheets h. Function Key Options 8. Key Enter ER-900 Program: i. Clerk Program a.
Standard Customer Rear Display Unbox & Prepare 1. Load Paper (see manual: page 22.) Printer(s) Operator Display 2. Remove Power Switch Security Cove.
Install Card Reader Reference Service Manual ER-900 Series Training Guide 5
RAM Clear 1.
Update Firmware 1234567- Manual page 109. Copy NEWNET.bin to: SD:/update/ S Mode/Powerup “1” Few Seconds…Rapid Flash….Power off S Mode/Powerup “2” Minute…Rapid Flash….
Cheese Quesadilla Taco 2 Taco Combo Meat Quesadilla Steak / Fajita Taco 3 Taco Combo Chimichanga Veggie Taco 2 Cheese Ench & 1 Taco Smothered Burrito Taco Salad Jarritos 3 Cheese Enchilada Burrito Tamales Sodas Meat Enchilada Red Steak / Fajita Burrito Nachos Mexican Coke Meat Enchilada Green Veggie Burrito Torta Chile Rellano Veggie / Fajita Burrito 1 Taco ER-900 Series Demo Programs Small QSR: Casa Lupita Load Program 1. 2. 3. 4. 5.
WHISKEY SCOTCH VODKA DOMESTIC BEER FEED JOURNAL FEED ERROR CORR VOID CLERK RARE TEQUILA SCHNAP IMPORTED BEER %1 RA PO #/NS RETURN MED RARE GIN TAP GLASS %2 TAKE OUT EAT IN DRIVE THRU CANCEL MEDIUM SOUR WATER 7 UP TAP PITCHER %3 CHECK # SERVICE TABLE # PRINT CHECK MED WELL GINGER ALE TONIC SODA BOTTLE WINE %4 ADD CHECK TAX 1 CONV 1 CHARGE 3 WELL COKE DIET COKE GLASS WINE MACRO 1 CLEAR PLU X/TIME CHARGE 2 OPEN LIQUOR MACRO 2 7 8 9 CHARGE 1 MACRO 3 4
GROCERY REGULAR GAS FEED JOURNAL FEED ERROR CORR VOID CLERK GROCERY TAXABLE PREMIUM GAS %1 RA PO #/NS RETURN CANDY BAKERY DIESEL %2 TAKE OUT EAT IN DRIVE THRU CANCEL %3 CHECK # SERVICE TABLE # PRINT CHECK FROZEN PRODUCE %4 ADD CHECK TAX 1 CONV 1 CHARGE 3 MEAT MACRO 1 CLEAR PLU X/TIME CHARGE 2 BEER MACRO 2 7 8 9 CHARGE 1 LIQUOR MACRO 3 4 5 6 CHECK WINE MACRO 4 1 2 3 SUBTL CIG PACK MACRO 5 0 00 . CASH Convenience Liquor Program Load Program 1. 2.
Developing the Program On the right is a facsimile of a menu from an actual lake-side restaurant in Minnesota. The training exercise you will complete will develop an ER-900 Series program for the items on this menu. This restaurant provides quick service or fast casual style of service. Orders are registered as they are taken a t the counter. Payment is made immediately. The application is quite simple.
ECR & Merchant Terms It is useful to clear up any potentially confusing terminology issues you may encounter as you talk with your merchant. For example, as you gain experience with the ER-900, you will be using the term “PLU” frequently. If your customer provides food service, they simply refer to “menu items” or if they are already using a cash register, they may call items “preset keys”. Depending upon the type of merchant and their experiences, they may use different terminology.
Sample 20 Question Survey for Small QSR Application 1. Get the menu (for Keyboard Programming, Item Names and Prices) a. Is there a need for Small/Medium/Large sizes? b. Is there a need for Breakfast/Lunch/Diner menus? 2. Are there logical groups of items that need to be reported, i.e. drink, sandwiches, hot food, desserts, ice cream, etc. (Identify for programming PLUs) 3. State Local Tax Information (Percentage/Rate/Taxability Rules) 4. Type of sales, i.e. Eat In, Take Out, Drive Thru (check tax rules) 5.
Sample 20 Question Survey for Retail Applications 1. Review Merchandise sold: Are there logical categories of items that need to be recorded into open PLUs? 2. Review Merchandise sold: Are there individual items that need to be priced and tracked? i.e. PLUs, SKUs or Barcodes? 3. If individual items are tracked, how many items? If individual items are tracked, what is the strategy for programming? 4. If “Inventory” is desired, what does this mean? a.
The Hooks Eatery Keyboard layout Full Rack Ribs Ham Sandwich Junior Cone Sundae 1 Scoop Cup Root Beer FEED JOURNAL FEED ERROR CORR VOID CLERK Half Rack Ribs Roast Beef Sandwich Single Single Waffle Sundae 2 Scoop Quart Root Beer %1 RA PO #/NS RETURN Pulled Pork Sandwich Turkey Sandwich Double Double Waffle Sundae 3 Scoop ½ Gal Root Beer %2 TAKE OUT EAT IN DRIVE THRU CANCEL Bob’s Beans Hot Panini Single Dish Turtle Sundae Root Beer Freezie %3 CHECK # SERVICE TABLE #
PLU # 10000 10100 10200 10300 10400 20000 20100 20200 20300 20400 20500 20600 20700 30000 30001 30002 30003 30400 30500 30600 30700 30800 30900 31000 31100 31200 31300 31400 31500 31600 40000 40100 40200 40300 40400 50000 PLU Program Worksheet About PLU Numbers & Numbering Systems: The default keyboard of the ER-920/940 (flat keyboard models) provides 100 default PLU key locations, numbered from #1 to #100.
Group Program Worksheet 3 2 1 Root Beer Ice Cream Sandwiches BBQ Print Descriptor (12 Characters) 4 Gift Shop Group # 5 6 7 8 9 10 11 12 13 14 15 Payment Keys Cash Key Option: Force the operator to enter the amount tendered? Check Key Options: Maximum Charge Amount 100.
Coupon and Discount Functions Charge tax on: Net or Gross Net Gross Net Gross Net Gross Net Gross Net Gross Allow by: Mgr or Operator Mgr Operator Mgr Operator Mgr Operator Mgr Operator Mgr Operator Allow by: Mgr or Operator Mgr Operator Mgr Operator Mgr Operator Mgr Operator Mgr Operator You can use up to 5 functions for discounts and coupons. Coupons are entered as amounts; discounts are calculated by percentage. Preset Amount Preset Coupon Functions: Key Label/ Descriptor $1.
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No No No No No No No No No No No Yes No Yes No _____________seconds (0-99) General Security Options and Function Options Drawer must be shut to operate register? Sound alarm if drawer is not shut? If yes, activate open drawer alarm at Require manager key to be placed in the X lock position to: Finalize negative a or a zero balance sale? Perform a No Sale? Apply a discount or a coupon? Cancel a transaction in progress? Void last item enter
Enter Programs via Keyboard Memory Allocation Use Default 20 ER-900 Series Training Guide
Function Key Assignment ER-900 Series Training Guide 21
Function Key Assignment Set Unused Functions to inactive (key code 447.) Set Junior to #367, Single to #368 and Double to #369 (modifiers 1-3).
NLU Program Set PLU number that will be accessed for each location… Set this location to PLU #10000 Use PLU Program Chart to determine PLU#s for all other locations Full Rack Ribs Ham Sandwich Junior Cone Sundae 1 Scoop Cup Root Beer FEED JOURNAL FEED ERROR CORR VOID CLERK Half Rack Ribs Roast Beef Sandwich Single Single Waffle Sundae 2 Scoop Quart Root Beer %1 RA PO #/NS RETURN Pulled Pork Sandwich Turkey Sandwich Double Double Waffle Sundae 3 Scoop ½ Gal Root Beer %2 Bob’s Be
NLU Program Procedure Refer to the PLU Program Worksheet. Determine the PLU number that is used for each item. Locate the item on the keyboard and assign the appropriate PLU number to each location.
Tax Program --Florida State Tax (6.
PLU Program PLU Status Program Use Status: 600000003 For all taxable preset PLUs Use Status: 500000001 For the open-entry GIFT SHOP PLU 26 ER-900 Series Training Guide
PLU Group Assignment Program Step #4 Entry for Group# 010000 1 020000 2 030000 3 040000 4 050000 5 ER-900 Series Training Guide 27
PLU Price/HALO Program Refer to the PLU Program Worksheet to determine the PLU price for each PLU. Use 100.00 as the HALO amount for the GIFT SHOP PLU. Entries over $100.00 will not be allowed.
PLU Descriptor Program Refer to the PLU Program Worksheet to determine the descriptor for each PLU. Type the descriptor using the Program Overlay.
Program Overlay FEED JOURNAL FEED ERROR CORR VOID CLERK %1 RA PO #/NS RETURN %2 TAKE OUT EAT IN DRIVE THRU CANCEL ' " < > - + = : ? ! @ # $ % ^ & * ( ) %3 CHECK # SERVICE TABLE # PRINT CHECK q w e r t y u i o p %4 ADD CHECK TAX 1 CONV 1 CHARGE 3 a s d f g h j k l ; MACRO 1 CLEAR PLU X/TIME CHARGE 2 z x c v b n m , .
System Options Set Options: Option # Setting 2 1 (Code Entry Clerk) 4 2 (Drawer Alarm ON) 30 TRAINING (Store Name) ER-900 Series Training Guide 31
Print Options Set Options: Opotion # Setting 21 3 (Prints pre/post message receipt) 28 1 (Print pre graphic logo) 32 ER-900 Series Training Guide
Function Key Options CANCEL Options Set status to: 2 CASH Options Set status to: 100 ER-900 Series Training Guide 33
Modifier Key Programming Junior, Single & Double keyas are modifier keys set to work only with the “Cone” key. To register press the appropriate modifier key before the “Cone” key. A different PLU will be registered for each modifier: Junior-Cone will register PLU#30001 Single-Cone will register PLU#30002 Double-Cone will register PLU#30003 To accomplish this, the “Cone” key is set as PLU #30000 with an inactive status. (The Cone key will not work without having a modifier key pressed first.
Clerk Program Refer to Clerk Program chart set Code & Descriptors.
Group Program Refer to Group Program worksheet and set all Group Descriptors.
Preamble/Postamble ER-900 Series Training Guide 37
Test & Debug 1. Return Register to REG key postion. 2. Insert Key Sheet 3. Sign on/off Clerk 4. Test Each PLU i. Price? ii. Descriptor? 5. Check Cash & Charge Functions 6. Run Reports: Financial, PLU, Clerk, Time. Save a copy of each report for discussion of information. Save Program to SD 1. Turn the control lock to the S position. 2. To backup the program to SD, enter 1 0 0, press the SUBTOTAL key.
Managing ER-900 Data SAM900 Remote Unattended Polling Multiple Stores Edit Programs Convert Images to .IMG Send Images to ECR Free to Reseller PC Utility Save/Load Program Files (all or selective) Edit Programs View Report Only (No Polling) Convert Images to .IMG Send Images to ECR USB/Serial Converter Send to ECR by SD: Program Files (all or selective) (S/110/SUBTL (all)) Bitmap Logos (S/120/SUBTL (pre)) (S/130/SUBTL (post)) Firmware Update (see pg.
Using the ER-900 PC Utility 1. Load the Utility 2. Start the Utility (start/All Programs/SCH Utility/900PC) 3. Create new store TRAINING 4. Copy SD files from SD:ER900/PRGBACK/TRAINING to C: ER-900PC/TRAINING 5. Select Store “TRAINING” from list box, Click CLOSE.
Edit PLU Screen 1. Select PLU from the Edit Program menu. 2. Click a PLU in the Left Column to display it’s options. 3. Add the remaining PLUs from the PLU Chart. 4. Enter the PLU number in the PLU CODE field, press . 5. Fill in options. 6. Click SAVE.
Edit System & Print Options Select System Option and Print Option from the Edit PLU menu.
Preparing & Loading Receipt Images Refer to Manual Instructions on page 106… Specification: The image must be black/white, 384 x 192 pixels, and 10 Kbytes or less in size Caution: Color & Gray-Scale images do not always make clean black & white images.
Use Microsoft Paint & PC Utility 1. Open image or paste into new Paint window. 2. Select Attributes from the Image menu. 3. Set as shown: a. Width 384 x Height 192 pixels b. Select Black and white 4. Save image. 5. Open PC Utility. 6. Choose Convert Logo Image from the Utility menu. The Bmp dialog box displays. 7. Click FILE OPEN. Select the bitmap image you wish to use from the Open dialog and click the Open command button. 8. Click the SAVE AS PRE IMG or SAVE AS POST IMG button. 9.
Keyboard Layouts Microsoft Word is recommended. The PC Utility saves the existing layout based upon the program, but does not print an accurate key sheet. CRS provides a word file with an empty keyboard in a Microsoft Word table. You can edit, save, and print as needed. Basic Word skills are required. Place your cursor in a cell and type a new label. You can select a font and a font size from the format toolbar. To color a cell, select the cell and choose borders & shading from the Tools menu.