Casio Electronics - Premier Cash Registers

Casio Electronics - Premier Cash Registers
CBMS
Casio Electronics
CBMS
Benefits to the your business
by Robert
Whether in hospitality or retail, see your profitability
grow with CBMS.
The Casio Business Management Solution is an
easy to use software package that allows instant
access to detailed reporting, ensuring stock is
easily managed and profit margins maximised.
CBMS
Casio Electronics
All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or
mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the
written permission of the publisher.
Products that are referred to in this document may be either trademarks and/or registered trademarks of the
respective owners. The publisher and the author make no claim to these trademarks.
While every precaution has been taken in the preparation of this document, the publisher and the author assume no
responsibility for errors or omissions, or for damages resulting from the use of information contained in this
document or from the use of programs and source code that may accompany it. In no event shall the publisher and
the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused
directly or indirectly by this document.
Printed: September 2011 in (whereever you are located)
4
CBMS
Table of Contents
Foreword
0
8
Part I Intoduction
1 System
...................................................................................................................................
Requirements
8
2 Logging
...................................................................................................................................
On
8
3 Versions
................................................................................................................................... 9
11
Part II Setup
1 Branch
...................................................................................................................................
Setup
12
Manual Setup
.........................................................................................................................................................
On PC
14
Editing or .........................................................................................................................................................
Copying a Branch
14
Branch Details
......................................................................................................................................................... 15
Stock Area
.........................................................................................................................................................
/ ECR
17
Sales Area......................................................................................................................................................... 19
2 Configuration
................................................................................................................................... 20
Setting Up.........................................................................................................................................................
Vat Rates
20
Setting Up.........................................................................................................................................................
Departm ents/Groups
21
Editing Department
..................................................................................................................................................
Statuses
23
3 Multiple
...................................................................................................................................
Branch Control
24
4 Memory
...................................................................................................................................
Allocation
25
5 Import
...................................................................................................................................
File 90 (Dealer Only)
26
28
Part III Programming
1 PLU
...................................................................................................................................
Programming
28
PLU Setup.........................................................................................................................................................
Wizard Lite
29
Sales Item.................................................................................................................................................. 30
PLUs Context
.........................................................................................................................................................
Menu
33
Sales item.........................................................................................................................................................
prices
33
Search Grid
......................................................................................................................................................... 34
Setting up.........................................................................................................................................................
PLU
35
[email protected]
.................................................................................................................................................. 36
Programming
.................................................................................................................................................. 37
Price Shifts.................................................................................................................................................. 39
Additional ..................................................................................................................................................
Programming
39
Advanced.................................................................................................................................................. 40
Global PLU.........................................................................................................................................................
Price Changes
41
Search Screen
......................................................................................................................................................... 43
2 Clerk
...................................................................................................................................
Programming
43
Clerk Detail
......................................................................................................................................................... 46
3 Keyboard
...................................................................................................................................
Programming
46
Touch screen
......................................................................................................................................................... 50
Bitmaps .................................................................................................................................................. 53
Adding PLU
.................................................................................................................................................. 54
File 946 Pan
..................................................................................................................................................
Eu
56
Function program
.........................................................................................................................................................
m ing
58
Casio Electronics
Contents
5
Advanced.........................................................................................................................................................
Function Program m ing
60
Changing .........................................................................................................................................................
Prices
61
Copying Keyboard
......................................................................................................................................................... 63
4 Pull
...................................................................................................................................
Downs
64
Pull dow n.........................................................................................................................................................
m enu Exam ples
67
5 Set...................................................................................................................................
Menus
68
6 Time
...................................................................................................................................
Attendance
70
Tim e Zones
......................................................................................................................................................... 73
7 Customer
...................................................................................................................................
Programming
73
Custom er.........................................................................................................................................................
Groups
74
Custom er.........................................................................................................................................................
Title
76
Custom er.........................................................................................................................................................
Accounts
77
Initalise Customer
..................................................................................................................................................
Credit Accounts
78
Customer Details
.................................................................................................................................................. 79
Transaction
..................................................................................................................................................
Matching
81
8 Mix
...................................................................................................................................
& Match
83
9 Sub
...................................................................................................................................
Departments
85
10 UK...................................................................................................................................
Mix & Match (ECR Setup)
85
11 Receipt
...................................................................................................................................
Programming
87
12 Batch
...................................................................................................................................
X/Z
89
13 Additional
...................................................................................................................................
Items Text
92
14 Epos
...................................................................................................................................
Schedular
93
15 Text
...................................................................................................................................
Recall
94
16 General
...................................................................................................................................
Control
94
17 Age
...................................................................................................................................
Verification
95
18 Floor
...................................................................................................................................
PLanner
95
Floor Planner
.........................................................................................................................................................
Buttons
96
Create New
.........................................................................................................................................................
Floor Plan
98
Sending Floor
.........................................................................................................................................................
Plan or Graphic Logo to ECR
100
How to Access
.........................................................................................................................................................
Floor PLan
101
Part IV Communications
104
1 Send
...................................................................................................................................
Data
104
2 Read
...................................................................................................................................
Data
105
3 Scheduled
...................................................................................................................................
Reads
107
4 Importing
...................................................................................................................................
Scheduled Reads
108
5 Import
...................................................................................................................................
From Compact Flash Card
109
6 Flash
...................................................................................................................................
X Reports
110
Part V Reports
112
1 Reports
...................................................................................................................................
Wizard
112
2 Cashing
...................................................................................................................................
Up Sheet
113
Journal View
.........................................................................................................................................................
er
115
Banking Sheet
......................................................................................................................................................... 116
Casio Electronics
6
CBMS
Part VI Utilities
118
1 Communication
...................................................................................................................................
Server
118
2 IDC
...................................................................................................................................
Viewer
119
3 Maintain
...................................................................................................................................
users
120
4 Re-Date
...................................................................................................................................
Sales
121
Part VII Settings
124
1 Settings
...................................................................................................................................
Reports
125
Configuraton
......................................................................................................................................................... 125
FTP Reports
......................................................................................................................................................... 126
Em ail Reports
......................................................................................................................................................... 127
Reports Access
......................................................................................................................................................... 128
2 Tools
................................................................................................................................... 128
Com m uincations
.........................................................................................................................................................
Server
129
IDC Reports
......................................................................................................................................................... 130
FTP Reports
......................................................................................................................................................... 130
FTP Link ......................................................................................................................................................... 131
Marketing
.........................................................................................................................................................
Link
133
Handheld......................................................................................................................................................... 133
3 Settings
...................................................................................................................................
Advanced
134
4 User
...................................................................................................................................
interface
136
Index
137
Casio Electronics
CBMS
Casio Electronics
Casio Business Management Solution
Part
I
8
CBMS
1
Intoduction
1.1
System Requirements
1.2
HARD DISK
The actual installation of the program will require 70
megabytes. As the system will build up a historical
database this will increase the hard disk space required.
OPERATING SYSTEM
Windows XP, Windows Vista,Windows 7
MEMORY
Minimum 256 Megabytes RAM
DISPLAY
1280 X 1024 Resolution with 16 bit true Colour
ECR REQUIREMENTS
QT-6000, QT-6100,QT-6600
Logging On
When you first run the Casio CBMS Software you will be asked for a user name and a
password and then to re-type the password to verify it has been entered correctly . This
will then become the master administrator name and password and will allow access to
all parts of the software. It is not possible to change this password so it is important to
keep the details safe.
Within the CBMS Software there is a facility to maintain users which allows the manager
to create new users and restrict their access to a relevant part of the software.
Casio Electronics
Intoduction
1.3
9
Versions
THERE SEVERAL EDITIONS CURRENTLY AVAILABLE
CBMS Full is a complete package allowing programming of the ECR, control stock and
run reports for sales and stock data. Primarily designed for a hospitality environment.
CBMS Retail Covers all the points above but is designed to manage a retail environment
with shelf edge label control
CBMS Lite is a version allowing you to program ECR and run reports from ECR sales.
Note:- Multi Branch configurations are available for all the above options.
Casio Electronics
CBMS
Casio Electronics
Casio Business Management Solution
Part
II
Setup
2
11
Setup
The main screen is laid out with the most commonly used operations on the big buttons
on the front Screen. Other options are selectable by pressing one of the Tabs at the top
of the screen and then selecting one of the buttons displaying additional options. Some
Options may be hidden depending on the application in the ECR and set up parameters
of the Software.
Note: - it is possible in the settings option to customise the main screen by removing options that
are not used.
The top row of buttons are not available in the LITE software. It is possible to upgrade
to a package with stock control, when the license is upgraded these buttons will
become available.
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12
2.1
CBMS
Branch Setup
After installing CBMS on the initial run you will get a setup wizard. The setup wizard
allows you to define how many branches(sites) you have, the ECRs you have installed in
those branches and allows you to import a till program from one of the branches to
create a base program for all the branches. Although branches will all share the same
product file, other ECR information can be unique to that branch i.e. prices, keyboard,
clerks etc. and can be changed after import.
The first thing required is to select the ECR type of the first branch. You can choose from
QT-6000, QT-6100 or QT-6600. To do this click on the graphic image of your ECR and
press Next.
Casio Electronics
Setup
1. The transfer type is set to TCP/IP.
2. Enter here the IP address of the first ECR. Subsequent ECR's will be
automatically generated an IP address. These can be changed afterwards in
branch control.
3. This is the name of the first branch.
4. Enter the number of ECR's that are installed in the first site. Additional ECR
can be added or removed later.
5. If you have a multi-site system ticking this box will take you to an extra
screen allowing you to add extra branches.
6. Select whether to setup the program manually on the PC or import a program
from an ECR to form a base program for the branches. If the manual option is
selected see the next chapter Manual Setup on the PC. If you choose to
setup the environment automatically then the software will communicate
with the first till of the first branch and then build the branches using that
data.
7. Tick the exclude blanks if you do not want to import any blank or default
PLU's created in the ECR.
8. For certain till type you may need to select the IPL version you are using as
some features may not be compatible with the version you are using, see
your Cash register supplier for further details.
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13
14
2.1.1
CBMS
Manual Setup On PC
The values entered here need to match the memory allocation of the ECR. These values
must be obtained from a print out from the ECR. This option is used when the system
will be configured with a completely empty data base.
2.1.2
Editing or Copying a Branch
The Branch control button is located on the settings tab at the top of the
screen. This option will allow you to change or create additional
branches. All branches that have been setup are listed with their details.
Casio Electronics
Setup
15
To edit this information simple double click on the branch or select the
branch and click edit. You will now get a screen where you can enter/
change the branch address and contact details. You will also see a Stock
Area / ECR tab and a Sales Area tab; these are explained in detail in the
next chapter.
To add a new branch from the software you must copy an existing branch.
To copy just click on the branch you want to copy from and click copy. A
screen then appears allowing entry of the new branch name, address and
contact details. Clicking OK will create the new branch and copy from the
selected branch all program information including ECR type, transfer type,
till type, etc. Once created you can edit the branch's settings that are
unique to the site.
2.1.3
Branch Details
Several cash register models are supported in CBMS and in order for data to be
transferred correctly between the cash registers and software we need to specify which
cash registers are installed. Select the cash register type you are using from the cash
register type drop down box.
Note: - The Cash register type is set when using the import wizard.
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16
CBMS
Branch De tails
The IP address of the ECR terminals must be
setup. This information can be obtained from the
system connection table of the ECR, a total of 32
terminals with IP addresses can be connected per
branch.
N.B. If using a QT series with the DHCP server, the
IP addresses will be configured as above by
default.
If using Multi branch software each branch will
have its own set of IP addresses.
If using TCP/IP it is best to fix the IP address of your computer. You may have to refer to
the help screens on your computer to do this.
Casio Electronics
Setup
17
Example O f Windows XP
2.1.4
Stock Area / ECR
When you create a new branch a stock area is automatically created. It is possible to
create multiple stock areas per branch. Stock must be ordered into each stock area and
can then be transferred from area to area. Stock takes and item wastage must be done
per stock area.
An example of when multiple stock areas may be used is in a large stadium or arena,
where the stock is delivered and kept in a cellar before it is transferred to the individual
stands/kiosks. Here we would have one branch and create multiple stock areas for the
stands/kiosks and one extra stock area for the cellar.
ECR's (Electronic Cash Registers) which are installed at the site must be allocated to a
stock area, so when sales are registered through the ECR it is taken from the correct
stock area. As a default when the first stock area is created an ECR is allocated to that
stock area with ID 1 additional ECR can be added as required. Stock areas do not have to
have an ECR allocated, this can be useful for setting up stock holding areas i.e. the cellar
in the following example.
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18
CBMS
CREATE A STOCK AREA
1. Click the Stock area/ECR tab
2. Click the + key above the stock area window
3. Enter the stock area name and press OK
EDITING A STOCK AREA NAME
1. Simply double click on a record in the Stock Area
2. Edit details in edit screen.
3. Click OK.
Stock Are a/ECR
Casio Electronics
Setup
19
ADDING AN ECR TO THE TERMINAL
1. Click on the stock area/ ECR tab.
2. Highlight the stock area where the till is installed.
3. Click on the + by the ECR.
4. Click on the ECR number and click OK. (Multiple ECRs can be selected at one time by
dragging the yellow box)
5. Enter the ECR name
6. Select the reporting area for the ECR
Adding Te rminal to Stock Are a
N.B. If an ECR is removed or faulty the active tick can be removed to prevent errors when
the Z reports are collected or programming changes are sent.
2.1.5
Sales Area
Sales area are for reporting purposes, these allow you to group a number of ECR's within
a branch and get consolidated reports for that group of tills. This is especially handy
where you may have a branch with a separate bar and restaurant area with multiple tills
in the areas and you would like to report on them separately.
Note:- to use these options you must select the reports in the Sales Area Report Group. These
allow reports to be generated by sales area.
Casio Electronics
20
CBMS
Step 1. set up the sales areas
Step 2. Add all ECR as per the
previous chapter
Step 3. Type a Name for Each
ECR to allow easy identification
Step4. Link each ECR to a sales
area
2.2
Configuration
2.2.1
Setting Up Vat Rates
Casio Electronics
Setup
21
VAT codes are set up by allocating a percentage value to a Vat Code. The
code number is then allocated against each department or product and
used in calculations when purchasing, selling or whilst printing reports.
When the Vat Rate is changed you only have to update the rate in the vat
screen.
Note: - The system is designed to work with VAT inclusive selling prices.
2.2.2
Setting Up Departments/Groups
When you create a product you must link each Scan PLU to a
department. Products are sold on the ECR through scanning PLU's
(Price Look Ups). The scanning PLU contains the product information,
ie the price, description, etc. To help reporting, PLU's are linked to
departments which are in turn linked to a group which can then be
reported on separately or used to sort data easily.
Casio Electronics
22
CBMS
ADDING A GROUP
1. Click ECR Setup.
2. Click New.
3. Type in Group name.
4. Type in ECR name (16 characters only).
ADDING A DEPARTMENT
1. Click ECR Setup.
2. Click Departments.
3. Click New.
4. Type in Department name.
5. Type in ECR name (16 characters only).
6. Click on Group name and select group link from drop down menu.
Casio Electronics
Setup
23
Note :- If you get a warning that you cannot create any additional departments or groups, this is
because you have reached the maximum number allocated in the ECR. Contact your dealer if
you need to add some more departments.
2.2.2.1
Editing Department Statuses
As departments can be placed directly on the keyboard they have some functionality
which controls they way they work. It is possible to set a PLU to follow the status of it's
linked department, thus, inheriting the functionality of the department. This can be handy
when all PLUs behave in the same way (i.e. sent to kitchen printer and same order
character) and saves having to set the same statuses individually for all items in that
department.
The Fields highlighted in bold are branch specific. When using a multi branch system
changing the branch using the branch selector allows these fields to be set per branch
Casio Electronics
24
CBMS
For a description of the individual statuses meaning see Setting up PLU
2.3
Multiple Branch Control
When using multiple branches, apart from PLU name, departments and groups. All the
rest of the ECR program must be programmed per branch. On each screen you will find
either a drop down box or a tree from where you can select the branch you wish to
program.
Casio Electronics
Setup
2.4
25
Memory Allocation
The memory allocation specifies to the software what the maximum file
sizes are in the ECR. This prevents the software from sending files that are
too big for the ECR which would result in a program mismatch between the
software and the tills. Please ensure that the maximums are correctly set
for your ECRs, contact your dealer for more information.
Casio Electronics
26
2.5
CBMS
Import File 90 (Dealer Only)
This icon takes you to the branch setup wizard. See Branch Setup section.
Casio Electronics
CBMS
Casio Electronics
Casio Business Management Solution
Part
III
28
CBMS
3
Programming
3.1
PLU Programming
A PLU (Price Look Up) is a code which links to a product's
details i.e. price, department,etc. The PLU code is usually
allocated to a button on the keyboard of an ECR to allow the
cashier to sell that product with having to input the name,
price or any other details of that product. Each product must
have a unique PLU code and must be programmed in CBMS
and sent to the ECR for the ECR to be able to reference the
PLU code's details when sold.
Casio Electronics
Programming
29
To add a new PLU click the new button this will bring up the PLU wizard
which will take you through the steps of creating a PLU
To edit the details of an existing PLU in the list. Either double click on
the PLU in the list or highlight it by clicking once and then press the edit
button. This will bring up the PLU details screen
To delete a PLU which is not sold anymore highlight the PLU in the list
and click delete. This will remove the PLU from the list and the ECR but
will not delete any sales related to that item.
The Filters above the grid can be used to filter items by name, price, 2nd
price or PLU type. Once a selection has been made it can be reset to
default by pressing this button
3.1.1
PLU Setup Wizard Lite
When creating a PLU using the CBMS Software due to the stock taking
aspect of the software there are three type of PLU we can create.
Sales Item allows creation of a PLU with a price, description, group,department links and
all the status fields that are available in the cash register. This type of item is used
where no stock control is necessary such as a meal or cooking instruction. Full sales
reporting is still available for these items
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30
3.1.1.1
CBMS
Sales Item
Select the sales item radio button. Sales items are Price Look Ups (PLU), registered at the
point of sale allowing sales reporting but not stock controlled.
1. The ID box is the number of the Price Look Up used in the cash register. When the
Automatic generate ID box is ticked the next sequential number is used. If it is not ticked
it will allow you to put in your own PLU number.
2. The Create Series of PLUs tick box allows you to create a range of PLU. To do this you
enter the number of PLUs you want to create and the current PLU you are creating will be
duplicated the number of times you have specified.
3. Click Next.
Casio Electronics
Programming
31
4. Enter POS name which will appear on the display and the receipt of the cash register.
5. Each item must be linked to a department to which it will be reported on. Select the
appropriate department for the product from the drop down. The group which the
department is linked to will appear greyed out in the box below. To change or add a
department or group click the green plus. See Setting Up Departments for more
information.
7. Select Vat rate which will be applied to product.
8. Enter the main Sale price of the product.
9. Click Finish.
Casio Electronics
32
CBMS
Once the wizard has finished, it will ask if you want to display the PLU screen. At this
point any alterations to the PLU can be made. For example setting printer allocation or
menu links for cooking instructions.
Note :- see Setting up PLU section for more information.
Casio Electronics
Programming
3.1.2
33
PLUs Context Menu
The PLU context menu is accessed by right clicking on the PLU grid. This menu allows a
range on products to be programed. To select a range of PLUs use hold down the shift
key click the first PLU on the grid and then the last PLU in the range. The block of PLUs
should then be colored yellow you can now release the shift key and then right click on
the block to access the context menu. Any programming done through the context menu
will be applied to the whole block of PLUs.
3.1.3
Sales item prices
This screen allows you make price changes quickly and easily between price levels by
presenting the data in a spreadsheet format. It is also possible to edit the PLU name
directly from the grid.
Casio Electronics
34
CBMS
It is also possible to update prices using specific criteria by selecting multiple PLU by
holding the Ctrl button & clicking on PLU or holding the shift and selecting a range of
PLU. Then press the price Update button
This option then allows various methods of price changes.
Money amount +/Percent +/Rounding the prices to specific values
Copying from one price to [email protected] or shift
Note: - When Multiple branch's are enabled an extra option is available to copy between
branches.
3.1.4
Search Grid
Once the PLU or Scanning PLU button is pressed you will see the search grid. There are
several ways to refine the search and more than one method can be used at once.
Casio Electronics
Programming
35
1. When searching for a product you can use the filter to narrow down the products
displays. To do this type in part or all product name you are looking for in the box above
or select a option from one of the drop boxes.
2. Clear Filter this clears any filters set, displaying all products.
3. When a department is selected from the tree it displays only items linked to the
selected department.
4. The results grid shows all records matching the search criteria.
5. To edit a product press the Edit button or double click on the item on the results grid.
6. The New PLU button shortcuts to the Item Creation wizard..
7. The Delete button will delete the PLU from the system so it can no longer be sold at
the till. Historical sales of this products will not be lost however.
3.1.5
Setting up PLU
The PLU program screen allows you to setup the way in which the PLU will function
within a certain location. The PLU name, POS Name, Department, VAT and
Subdepartment are common to all branches. All other settings are programmed per
branch. To change between branch's when programming click on the blue button
displaying the current location and then select the new one from the drop down list.
Each PLU can be excluded from the branch by checking the Excluded check box. This will
stop the PLU being sent to the till so the branch will not be able to sell the item.
There are 5 programming tabs Programming, 2nd @, Shift Programming, Additional
Programming and Advanced. These buttons give access to extra features that are
available in the ECR and differ depending on the model installed at the location. These
features are explained in the following sections of the manual.
Note :- When an item is created as a sales item, only tabs for programming will appear. Also a
cost field will be displayed. This field is for a single unit cost Ex vat. This is for items where
stock is not required but a basic profit report is used.
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36
3.1.5.1
CBMS
[email protected]
Each product can have a second selling price with a different quantity. This can be used
for products such as half-pints beer or a spirit double. To use this function you must set
a second unit price button on the ECR keyboard. To register a second unit price simple
press the second unit button and press the required PLU.
Casio Electronics
Programming
37
Price this is the retail price of the second unit.
Quantity when you register the second price you specify what fraction or multiple it is
sold in. For example a half pint would be 0.50 a double would be 2.00
2nd POS Name description printed on the screen and receipt also can be sent to an
order printer. E.g. HALF PINT LAGER.
Department & Sub Department this is the reporting status of the second selling price
on the ECR
Zero Price allows zero price goods to be given away but still keep stock.
3.1.5.2
Programming
Condiment this can be used for chargeable cooking instructions for instance toppings on
pizza. It will follow the main sales item to a printer and will be indented. Because it is
chargeable it will appear on the final bill.
Zero Price allows free of charge goods to be given away but still keep track of stock.
This could be used for promotional items.
Negative Price sells an items as a credit item
Preparation when this option is set the ECR will treat this as a special instruction for
preparing food. It will not appear on the final bill that is presented to the customer. To
use a preparation PLU you must first sell an item. The preparation PLU will follow the
main item to the printer. It will be indented on the printer to show it is a cooking
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38
CBMS
instruction.
Open Price If you are using PLU as a bin number for wines, this allows a PLU number to
have an amount registered against it. You must take off the digit limitation explained
later on. An open price button must be set on the keyboard.
Use main item amount when this option is set the PLU becomes a set menu. All the
pull down links are then used to select items from each group such as a starter, main and
dessert. If the items in the list have their own retail price this will be overridden and the
set menu PLU price will be used.
Note: - The above function allows you to make a set menu using items that already exist with
prices. This method will affect the GP% of the items that are used in the sub menu and is only
recommended if you do not wish to control food items.
Use Premium Item of Set Adds the second unit price to the PLU with the Use Main item
amount PLU
LDL sets the low digit limit to prevent under rings of sales by number of decimal places.
High Amount Sales Set the maximum open value of sales that can be registered i
money.
Printer 1~16 Up to 8 order printers for the QT6000 or Qt6100 & up to 16 for the QT6600.
These printers can be for starters, mains, desserts or even a printer on the bar for drinks.
A PLU can be sent to more than one printer at a time such as a main course being sent to
the salad preparation area as well as the main grill.
Prints In Red highlights PLU in red on the kitchen printer.
Pull Down Menus a PLU can link to pull down menus. Pull down menus are explained in
greater detail in a later section. Example:- A PLU is set up as a steak. How you want it
cooked such as rare, medium or well done can be added into the pull down menu 1 of the
steak. It could also go on to pull down menu 2 and ask a question chips or potatoes.
These instructions will then be printed on an order printer in the kitchen.
Follow Department Link will make the PLU behave the same way as it's linked
department . (See Editing Department statuses)
Block Close This item will be programmed in the ECR but will be blocked from selling.
N.B. Depending on the cash register type, not all options above may be available.
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Programming
3.1.5.3
39
Price Shifts
Eight additional prices per PLU can be setup for the QT6000, QT6100 and QT6600. The
relevant file must be set up in the ECR before this can be used. The price shifts could be
used in a canteen where employees might have different rates of subsidies or clubs with
different member's status. A sales report showing an amount and quantity for each price
shift with a total summary is available in the reports section.
3.1.5.4
Additional Programming
Time Dependant Item tick this if you want the item price to increment by a set amount
over a set interval of time.
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CBMS
Interval This is the interval time in minutes in which the price change will take place
Change price 2 This is the amount to add to the price after the price 2 interval time
Price 2 interval This is the number of intervals before price 2 is added.
Change price 3 This is the amount to add to the price after the price 3 interval time
Price 3 interval This is the number of intervals before price 3 is added.
Use Last Price Uses last interval price rather than adding the prices.
Color Link This sets the colour for the PLU when used with the search key simple
programming
Eat In Allows PLU to be sold as an eat in item
Take out Allows PLU to be sold as a take out item.
Display Bit Map Toggles between whether the PLU shows a search button with a bitmap
or as text with a colored background
Bitmap Colour Link If Display Bitmap is ticked then enter the number of the bitmap you
want to be displayed if not then select the background color from the colour palette. This
only applies when the PLU is shown using a Search key on the keyboard.
3.1.5.5
Advanced
These are used for advanced ECR setup. Some are specific to certain models only.
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Programming
41
Commission 1 set the PLU to add commission from the product when sold to the clerk at
the commission 1 rate for that clerk.
Commission 2 set the PLU to add commission from the product when sold to the clerk at
the commission 2 rate for that clerk.
Selective 1 will include the PLU when the selective subtotal 1 is pressed allowing
discounts or premiums to be applied to only these items.
Selective 2 will include the PLU when the selective subtotal 2 is pressed allowing
discounts or premiums to be applied to only these items.
Single item used for ticketing systems where the PLU is only ever sold a single item i.e.
Admission fee.
Open PLU allows the PLU to be sold at a price specified by the cashier.
Hash PLU if this is ticked the PLU will not add into the Gross sales when sold.
Full Hash PLU will not add into the Gross or the Net sales when sold.
Dispense set this if the product is linked to a dispense system.
Bon Record sets the amount of Bon receipts (tickets) printed.
Random Code the PLU can be set to use a random code specified here instead of the
sequential PLU codes given by the software.
Set Menu links the PLU to a set menu which will automatically sell a set number of PLUs
or prompt the cashier to select PLUs from a pulldown menu.
3.1.6
Global PLU Price Changes
Global PLU prices allows you to change the price of a range of products for
each branch. This can be a set amount or percentage.
First you will need to select the range of products by dragging the yellow box over them.
Products can be filtered by departments using the tree on the left or by name or price by
using the filter at the top.
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CBMS
Then clicking the update prices button will call up the range price modification box. This
allows you to select the price change to selected products. This can be done by an
amount, a percentage, rounding or copying price levels. For each operation you need to
select to which price level the price change effected and by what value.
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Programming
3.1.7
43
Search Screen
The search button allows you to search for scanning items by
supplier reference, scancode and name.
The main advantage of using the search screen is it will find scanning item which have
additional scanning codes linked to them when search for them using the additional
scanning code.
3.2
Clerk Programming
A clerk must be signed on before the ECR can be operated. Each clerk
can be set up for a specific type of operation. Such as a bar clerk that
is preset to the keyboard or a waiter that uses an I-button to sign on
with compulsory tables and covers, even a manager function. To
program clerks you must first assign a clerk function to the keyboard
and then allocate the clerk to the key. You can reassign clerks to a
sign on key as often as you want.
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CBMS
CLERK SETTINGS
ID when you press the new button it automatically generates the next sequential
number.
Cashier Name this is the description that will be used on the computer sales reports for
clerks.
EPOS Name appears on the receipt and display of the ECR when the clerk signs on.
Drawer No If you have the multiple drawer option fitted the cashier can be designated to
drawer.
Check No for interrupt when using the clerk interrupt each of the operators must be
allocated a buffer number. This buffer is used for temporary storage of data when a
clerk has been temporally held.
Cashier secret No. If you are using the waitress system a four-digit secret number can
be allocated to a clerk. This number is then used to sign on the clerk.
Commission rates can be allocated to clerks so that when certain items are sold on the
till the clerk will receive commission on selling that product.
Table Control a clerk can be specified a table range so that they are limited to only
being able to open tables in that range.
The following buttons will be available depending on the ECR model.
Sets compulsions, clerk or manager, void control Etc. All
options on these screens are selected by ticking an option
or entering a numeric value.
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Programming
45
Sets the default price or menu level for each cashier or
waitress when signing on.
Level 1 keyboard is set up for food and level 2 is set for
drinks. The waitress would default to level one and bar
operators default to level two.
This button allows you to restrict which mode positions
each cashier can access.
E.g. the reports or programming on the ECR itself
Allows restrictions for each individual key type. The
Functions are sub divided into 5 categories. These allow
you to restrict each clerk from any function key.
This key allows you to restrict each arrangement file or
macro keys.
Restricts what reports an operator is allowed to take.
SETTING A CLERK KEY TO THE KEYBOARD
1. Double click a key on the keyboard. The function screen will appear (See Function
programming)
2. Select from the key type box Clerk Functions.
3. In the Function Types select the Clerk Sign on function. Other information shows all
the existing clerk keys
4. Press the New Totals button. A new record is added to the other information box, and
the cash control window appears
5. Enter Cash control details.
6. Change the register description. Do keep the default description for all keys.
7. If the machine is a preset ECR select the font tab and change the text.
8. Press Ok
ALLOCATING A CLERK TO THE CLERK KEY
1. Double click on the clerk key. You will then see a box titled Cashiers
2. Select a cashier from the list
3. press Ok
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3.2.1
CBMS
Clerk Detail
Each clerk can produce sales reports tracking totals from the ECR. First
the ECR must be set to track the correct totals, this must be setup on
the ECR by the Cash Register supplier. Then the Record numbers and
Descriptions of the items must be entered into the computer. When
the sales reports are printed it uses the headings on the reports.
Buttons on the right of the screen allow you to delete or add new records. The default
number of records for this is 10. If the number of details changes this must be changed
on both the ECR and the computer. To change the number of details on the computer go
to memory allocation. This must be changed to match the ECR.
3.3
Keyboard Programming
The keyboard programming covers the layout and functionality
of the keyboard. The button functions that can be allocated are
split into the sections listed below.
Note: - The buttons described below are for the complete
specification of the QT-6600 not all functions are available with
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Programming
47
scanning functionality.
PLU
Department
Pull down
Cashiers
Payment/finalise
Discount Premium
System
Check Table
Clerk function
Other Functions
Transactions
Numbers
Disable This Key
Allocates a PLU to the keyboard
Presets a Department to the keyboard
Assigns a pull down group to a list function key already on
the keyboard. List function keys are assigned under the
other functions group.
Sets a cashier to an existing clerk sign on function. Clerk
sign on function are assigned under clerk Functions.
Sets a payment type to the keyboard such as cash, cheques
or credit cards
Sets a discount or premium key.
Sets system keys to the keyboard. These are keys
necessary to operate the ECR
Functionality associated to the check tracking operation.
Functions associated with the clerks
General functions
Keys with totals but do not affect sales
Allows moving of the Numeric keys.
PAYMENT FINALISE
Cash amount tendered Cash Payment
Charge
Charge Payment
Check Tendered
Check Payment
Coupon
Used for registering Coupons
Coupon2
Use this key to register the next item as coupon
Credit Card
Credit card Payment
Discount
Minus
Plus
Premium
DISCOUNT/PREMIUM
Gives a percentage discount
Gives a money value discount
Add a money surcharge
Add a percentage surcharge
Add check
CUST INQ
CHECK/TABLE FUNCTIONS
Combines Two Tables or checks
Customer Inquiry Button
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CBMS
Customer ID Mode
Customer Number
Item Search
Location Change
Used to open a customers account
used to enter the number of Covers
Search key used to display all PLU that match criteria
used to navigate between clerk windows or non graphical check
windows
Mode
Used to switch between modes
New Balance
Holds a balance without finalizing
New Check
Opens a new Check not existing check
New/Old check
Opens a new or existing check
Old check
Opens a previously opened check
Open Check
Used to print out open check report for a clerk
Order character change used to temporarily change the destination of an item on an
order printer
Point Redeem
Used to redeem points for a discount with the customer file
Payment
Used to make a payment to a customer account.
Recall
Used to recall text messages
Round Repeat
Used to repeat an order
Separate check
Used to sperate out individual items from a check
Store
Used to automatically store next available check number
Table number
puts a reference number onto the kitchen Printer
Table Share
Table Transfer
Transfer the contents of a check to another number
Transaction recall
Clerk Sign on
Clerk Transfer
Operator Number
Operator Read/Reset
CLERK FUNCTIONS
Used to assign a clerk sign on key to the keyboard
Used to transfer opened checks to another clerk
Used to enter a clerk number during clerk transfer
Used to issue an individual clerk report
OTHER FUNCTIONS
Arrangement keys
BTL Return
Check Print
Clock In/Out
Cube Key
Declare
Dutch Account
First Unit Price
Function List
Journal Memory
X/Ketten
Macro Key
used withe the bottle function
prints check details to slip printer
Used with time & attendance for tracking staff work hours
Used to multiple A x B x C for cubed multiplication
Used to Declare takings at end of shift
Used to split a receipt by the quantity registered.
Shifts the PLU to use the first unit price
Used to group similar functions in a pop up menu
Enters into Journal review mode
Used to issue number of stub receipts
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Programming
List Key
List Number
49
Used to assign a pull down to the keyboard
Used to recall a pull down menu that is not assigned to the
keyboard
Media Change
Used to correct wrongly finalised payments
Menu Shift
Used to shift the keyboard levels (1 to 8)
Merchandise subtotal Shows Subtotal of only new items added to the check
Multiplication
Use this key to enter a quantity for multiplication. Used between
transactions to display the Date and Time
NFP
Used to add not found bar codes at point of sale
NLU
Number look up for adding barcodes to the keyboard.
OBR
Used to manually register barcodes
Open
Temporarily removes digit limitation
Open 2
Temporarily releases compulsions
PLU
Used to register PLU not assigned to the keyboard
Post Entry
Used to recall set menu that has been suspended
Price enquiry
Shows a product price without registration
Price
Used to enter an open price to a PLU not assigned to the
keyboard
Qty For
Same as multiplication button
Room MSG
Used to read a room message when used with a PMS system
Room Number
Used to charge to a hotel room when used with a PMS system
Seat Number
Used to register items against each seat number at a table
Second Unit Price
Used to register Second unit prices Eg Half or double's
Selective item Sub total Used to subtotal only PLU with this status flag set
Slip Back feed release Reverse paper in slip printer
Slip Print
Prints bill to slip printer
Square
Used to multiple A x B for Square multiplication
Stock Inquiry
used with basic stock system on ECR
Substitution
Replaces items in a set menu
Sub Total
Prints a subtotal of the current transaction
Tax Exempt
Changes the tax status of an item to exempt
Tax Shift Status
Changes the tax status of the item
Taxable Amount
Prints the taxable amount subtotal
Subtotal
Text Print
Used to type a Messages
Text Recall
Used for printing messages on screen and printers
Tray Total
Allows multiple sub totals on a tray.
Work time
used for simple time & attendance
X/Ketten
used to issue multiple stub receipts
Bill Copy
Cancel
Casio Electronics
TRANSACTIONS
Used to issue a bill copy
Cancels current registration
50
CBMS
Currency Exchange
Deposit
Error Correct/Void
House Bon
Loan
Normal Receipt
No sale
Non Add
Non add/No sale
Paid Out
Pick Up
Receipt
Received on Account
Refund
Tip
Validation
Eat In
Take Out
Converts total into foreign currency
Used to Register a Deposit
Cancels an item that has been registered
Registers items as at a zero balance
Used to register loan amounts
Used to produce a post finalization receipt
Opens Drawer without sale
Prints Reference Number on to receipt
Prints Reference Number on to receipt & Opens Drawer without
sale
Used to register money out of the drawer E.G paying bills
Used to pick up money from drawer
Issues post receipt
Used to register money into the drawer E.G Float
Used to refunds goods
Used to register tip amounts to a transaction
Validates items on a slip printer
Used to register if a customer is eating in
Used to register if a customer is taking away
DISABLE THIS KEY
3.3.1
REMOVES FUNCTIONS FROM KEYBOARD
Touch screen
The QT Range has a touch sensitive screen. Up to 15 menu levels can be laid out with
sperate products and functions. Menu levels can then be linked together by menu
buttons. The right drag area allows you to drag and drop PLU, function keys and
bitmaps depending on which type of button is currently depressed to the keyboard area.
It is possible to setup PLU and allocate them to the keyboard directly without having to
exit this screen.
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The first section of the tool bar uses stay down buttons. Press a button once, such as the
double rectangle key then click on a single key to convert it and the adjacent key to a
double.
Important :- if keys are not single buttons then you cannot convert them to a double or quad
buttons.
Converts keys back to a
single square.
Converts single buttons to a
double horizontal rectangle.
Converts single buttons to a
double Vertical rectangle.
Casio Electronics
Remove the link between the
keyboard and the bit map file. This
does not delete the image from the
bitmap file.
Sets the text that will appear on the
key top. the default will be the PLU or
function description.
When you click on a key brings up the
function programming screen, also
allows price changes on PLU and pull
52
CBMS
Converts single buttons to a
quad square button
Converts a key to a single
circular button.
downs
Brings up PLU programming screen
allowing changes to any PLU fields
such as printers.
Runs new item wizard and allocates
to the selected button.
Converts a key to a double
horizontal oblong .
Allows programming and setup of the
pull downs without having to leave
the keyboard screen.
Converts a key to a double
vertical oblong .
Allows Importing of Bitmaps to
allocate to the keyboard
Converts Single buttons to a
Quad Circular button
QT6000 Pan European Version only.
Allows set up of function lists.
From the drop down box you can select up to
15 Menu levels. Once you have set up the
function keys it is possible to copy these to
other menu levels.
Note :- See copy keyboards
Right clicking on a key will show a pop up
menu.
Excluding a key shows a no entry sign that
stops this key being reprogrammed until it is
included again.
Deleting a key will remove it from the
display. Undelete will restore the key.
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Programming
3.3.1.1
53
Bitmaps
Pressing the import bitmap button on the toolbar brings up the bitmap file editor. From
this screen you can then Add to the bitmap file, you navigate to where the bitmap is
located on your computer and press open. It will then be available to drag and drop from
the right hand panel to the keyboard.
If a bit map is no longer required then it can be replaced. This will overwrite the existing
bitmap. Buttons that are linked will automatically show the new picture.
A bit map can only be deleted if it is the last in the list. It is recommend that you replace
bitmaps. The Up and Down buttons reposition the bitmap within the file.
QT-6600 Keyboard
Normal Square
Noraml Circle
Double Width Square
Double Width Circle
Casio Electronics
Touch
66 x 52
72 x 58
138 x 52
144 x 58
CHK/CLK Window
86 x 71
92 x 77
186 x 71
192 x 71
54
CBMS
Double Height Square
Double Height Circle
Double Square
Double Circle
3.3.1.2
66 x 114
72 x 120
138 x 114
144 x 120
86 x 156
92 x 162
186 x 156
192 x 162
Adding PLU
ADDING A PLU
1.
Double click a button on the keyboard with no function assigned, the button
assignment screen will appear
2.
Select PLU from the key Type, the PLU lookup will appear.
4.
Search the department for the correct plu and press Ok
ADDING A PLU USING DRAG & DROP
Drag the PLU from the PLU selector and drop onto the button to assign.
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Programming
55
CREATING A PLU USING DRAG & DROP
Press the New PLU button and then click on the button to assign the PLU to. The PLU
creation wizard appears, follow the instructions as usual to create a PLU directly to the
keyboard.
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3.3.1.3
CBMS
File 946 Pan Eu
It is possible to allocate a button that will display a list of functions
to save space on the keyboard. The left had pane shows all function
that are available and the right hand pane shows which functions
have been transferred to file 946. File 946 allows groups of similar
functionality to be displayed. Highlight the position it is to go into on
the right and then double click the function on the left to transfer.
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Once the file 946 has been setup, allocate one function list key to the keyboard for each
group of function keys. Press the advanced button and then enter the starting and
ending number of the records you wish to show. This needs to be done for each group of
keys.
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3.3.2
CBMS
Function programming
The method of adding a payment button for example is the same for all other function
types. Once you have selected a Function code and allocated it to the keyboard you can
adjust the functionality of the button with the advanced features or in some cases set a
rate to the key such as discount amounts using the advanced 2 button.
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ASSIGNING A CASH PAYMENT KEY
1.Double click the required key, the Button Assignments screen appears.
2.Select the Payment/Finalise option from the Key Type. The Function Types box then
lists all payment methods.
3.Click Cash Amount Tendered in the Function Types box. Other Information then lists
existing Cash keys.
4.Click the New Total button to add a new Cash key. The Cash Control File screen
appears.
5. Type in the name that will be printed on the Computer reports
6. Select a Group
7.Change the Register Description, this appears on the ECR.
8. Press the Ok button.
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CBMS
When a financial report is printed all records in the same Group are added together to
produce a total. If you do not wish a total to appear, select No group and tick Do not
display on reports.
3.3.3
Advanced Function Programming
Press the advanced button on the Button Assignments screen, this will display another
form. This allows you to set options for each function key. Some of the options are tick
boxes; other features may require a number. The positions available will be different for
each type of function key. The advanced 2 button option allows you to set rates to keys
for instance discount or premium keys.
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Programming
3.3.4
61
Changing Prices
Price changes can be made quickly by double clicking on a PLU button on the Keyboard.
Enter a new price into the price field or price 2 for second unit prices as well as the
quantity modifier and press Ok to change.
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CBMS
To change prices within a list double click on a list button, the Select Pull down screen
appears. Up to 4 pull down menus can be accessed by pressing the corresponding prices
button. On the ECR these additional lists can be accessed by pressing the list key and
each pull down will be displayed.
Example:- You can assign different types of wines to each pull down groups, White, Red, rose
and Champagne.
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Programming
3.3.5
63
Copying Keyboard
Once a keyboard has been setup with all function keys that it requires, it is
possible to copy these to other menu levels. This will save setting up the
functions on each keyboard level. It is recommended that you do this
before allocating the PLU to the keyboard.
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3.4
CBMS
Pull Downs
There are two methods for registering items in a pull down menu. The first
is to allocate a pull down menu to the keyboard. When you press this key a
pull down menu appears, then select a PLU from the products shown. The
second is to link the Pull down to a sales item. This allows you to sell a
PLU called steak and a menu to appear asking how it is to be cooked or for
extra sauces.
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Programming
65
ID this is the number of the pull down menu in the till. This is automatically generated
when you press the new button.
Menu Name is the heading that the menu will have when it appears.
Maximum When the Fast Food option is set this is the maximum number of items to be
registered.
Minimum is the minimum number of Item registrations.
Key Shape sets the button shape when the pulldown is displayed.
Window Color This sets the colour of the title bar of the pulldown menu
Key colour This sets the colour of each key in the pulldown group
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CBMS
Pressing a chevron displays a colour pallet. The Window
Colour changes the title bar of the pull down menu when it
is displayed. Select the Key Colour then click on the grid
lines you wish to colour. When the Pull down is displayed
on the QT6000 the buttons in the pull down menu will be
shown in colour.
ADDING ITEMS TO THE PULLDOWN LIST
Sales items tabs shows all the PLU's grouped by departments. By double clicking on a
PLU it is then added to the pulldown at the current postion on the grid. Up to 20 items
can be added for the QT-6000 & QT6100 & 28 items for a QT-6600
Pull down Menus Tab nests a pull down menu inside a pull down menu
Functions tab allows function keys to be added to a pull down menus. Not all function
keys will work.
Item Text the text can be abbreviated using this function. Depending on the number of
items in the pulldown the number of buttons will get smaller when displayed on the ECR.
This function allows the text to be abbreviated on the ECR.
Clear allows an item to be removed from the pull down menu
Pulldown Items Grid
Code is the PLU, pull down number or function.
Description this is the name of the product or menu.
PLU/Menu this shows whether the link is a PLU, another pull down menu or function
CREATING A PULL DOWN MENU
1.
Press the New Button
2.
Enter description into Name field
3.
Press Sales item tab, double click a PLU from the list
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Programming
4.
5.
6.
67
Move cursor down to next line, repeat adding PLU's
Select Key Shape
Press Save
ASSIGNING A PULL DOWN TO THE KEYBOARD
1.
Double click the required key. The function screen will appear
2.
Select from the key type Other Functions.
3.
In the Function types select the List Key function. In the other information a list of
all the existing List functions will appear
5.
Press the New Totals button. A new record is added to the other information box.
The cash control box appears.
5.
Fill in the computer name and press Ok
8.
Change the register description to describe the pull down that it will be linked to.
Eg Beers, Wines
9.
You can select the Font Tab and change the text as required.
10.
Press Ok
11.
Double click on the button again. You will then see a box titled Pull down menus
with a list of pull downs that can be linked. Select a pull down and press Ok
3.4.1
Pull down menu Examples
Within the general controls of the ECR there are options to control the pull down menu.
Option 1. Fast Food opens the menu until the maximum and minimum limits are reached.
Fast food applications are used where you want the window to stay open. Setting the
Maximum field to 9 will stay open until you press the ESC button. Option 2 Fine dining
Quantity remains open for only one registration.
Pull down menus can have up to 20 items. These can be ether PLU or other pull down
menu. You can set up to 4 pull downs to a list button (This is done through the keyboard
set up section). When you repeatedly press this list key it will rotate through four menus.
This could be used for displaying red wine, white wine, rose and champagne using only
one button.
If you are in a very busy sales area you can speed up operation by changing a machine
selection in the QT2000/QT2100 POS. (Refer to dealer for this option).
When a menu appears you can select the number by the side of the item 0 to 9. This will
register without having to press the YES button. If you use this option it will restrict the
number of items in a pull down to 10
EXAMPLE ALLOCATING PULL DOWN MENU TO KEYBOARD
1.
Create PLU with retail prices; Whisky, Gin, Vodka
2.
Create a pull down group with a heading Spirits.
3.
Add PLU created in step 1 to pull down group created in step 2
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CBMS
4.
5.
Create List button on keyboard (explained in keyboard section)
Link pull down to list key (explained in keyboard section)
EXAMPLE PLU ON KEYBOARD ASKING COOKING INSTRUCTIONS
1.
Create several PLU with preparation status, E.g. rare, medium and well done
2.
Create pull down group called how cooked
3.
Add the PLU rare, medium, well done to the how cooked pull down group
4.
Create PLU called fillet steak with retail price, and allocated to an order printer.
5.
In the fillet steak PLU add the how cooked to the pull down 1 field.
6.
Steps 1 to 4 could be repeated to create an instruction for potatoes and chip. This
would then go into the fillet steak pull down 2 field.
7.
Allocate PLU to keyboard (explained in keyboard section)
EXAMPLE SET MENU PLU WITH FINE DINING QTY SET
1.
Create PLU for starters
2.
Create PLU for main courses
3.
Create PLU for desserts
4.
Create starter pull down group and add starter PLU
5.
Create mains pull down group and add mains PLU
6.
Create dessert pull down group and add dessert PLU
7.
Create a PLU called Set menu. You can set the use main item amount flag as
described in the PLU section. It will then use the price set against the set menu item.
8.
Add the starters pull down group to set menu pull down 1 field. Add mains to pull
down 2 and dessert to pull down 3
9.
Allocate the set menu PLU to the keyboard.
SUSPENDING A SET MENU
1.
Enter a quantity of meals then the multiplication button
2.
Press set menu PLU key. It will ask for a starter, main and dessert. Desserts are
not entered with starters and mains
3.
Press Post entry button when asked for dessert (See keyboard section. This will
suspend the set menu.
4.
To resume the set menu and add the desserts use the post entry key.
3.5
Set Menus
Set menus are set up with a list of ingredients (PLU) and then linked to a
master PLU to be sold. When the main item is sold it will then register all
the other ingredient items.
Set Menus are used in the cash register in two ways.
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1. Selling a main item which will then register all linked items in the set menu.
2. Or to use set menus with pull down groups. When the set menu is sold it will display
the pull down group with a list of products. Any of the items in the pull down group can
then be selected.
There are options in the general controls to customize the way the ingredients are
printed both on the receipt and order printer. (See your dealer to advise which may be
required.)
NO. this is the record number in set menu.
ID is the PLU number or Pulldown Number
Description is the PLU text or Pulldown text.
Quantity is the number of items registered.
Type Shows if an item is a PLU, [email protected] or pulldown.
ADDING SET MENU TO THE PLU
PLU Advanced tab allows a set menu to be linked to a PLU
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3.6
CBMS
Time Attendance
Time & attendance can be setup which can record the time an
employee started and finished a work shift and calculate how much
they should be paid and the hourly cost of all employees.
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The Time & Attendance option must be
enabled in the setting screen. When this
option has been set the ECR setup 2 tab
appears.
Job codes need to be setup for each
different employee position, i.e. Cashier,
Supervisor, Manager, etc. where the pay
rate is different.
CREATING A JOB CODE
1. Click On Employee
2. Click Jobs.
3. Click New.
4. Enter Job name title.
5. Enter the standard hourly Payment rate.
6. Enter the hourly Overtime rate.
7. Tick the PGM.
8. Click Close.
An employee needs to be set up for each member of staff that you wish to track their
time and attendance.
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CBMS
Employee Screen
CREATING AN EMPLOYEE
1. Click on Employee then click new
2. Enter Employee name.
3. Select Clerk to which the employee will be logging on onto the till
4. Enter the Employee number which the employee will use to clock in with.
5. Enter their Social security number if applicable (not necessary).
6. Select the Employee Jobs done by the employee.
7. Tick Allow Clock-in with Non preset job code if you want employee to be able to clockin with a job code not specified for him.
8. Tick Allow to specify the job code if you want employee to be able to specify which job
he is doing during clock-in procedure.
9. Tick Display job code window if you want the ECR to display the list of job codes for
the employee to choose when logging in.
10.Tick Minor Employee if applicable.
11.Tick Ignore Schedule Setting if you do not wish to limit when employees can clock-in/
out (recommended).
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73
Time Zones
This is used to specify the time zones reported on in the hourly labour
report. for example you could simply specify you want to report an hourly
report for the whole day or you could specify hourly at certain times and
then say every 15 minutes at busy periods.
.
3.7
Customer Programming
The Customer File tab allows you to maintain your customer details. Here you can setup
your customer groups and the offers they receive. Add, edit or delete customers and get
reports of what your customers are buying.
There are two possible ways of adding, editing or deleting customer. One way is through
the ECR or the other in through the customer maintenance screen. However you cannot
do both. To setup how you wish to maintain the customer file see change settings.
Customers on the ECR can charge items to their account to pay later and/or receive
discounts or points for goods that they have purchased. Customer can be grouped so
certain customers receive different offers, so you can give more loyal customers greater
savings to discourage then from going elsewhere for their goods.
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3.7.1
CBMS
Customer Groups
All customers must be linked to a customer group. The Customer group or
loyalty scheme determines the customer credit limit, offers and what is
printed on their receipts.
There are two type's of groups, a discount group and a point group.
The discount group can give different discounts to the customer. A discount on the whole
total of a transaction or only on certain items, these are known as Selective Item
SubTotal discounts or SIST for short. There are two SISTs on the ECRs and a product can
be allocated SIST1, SIST2 or both. Depending on which SIST the product is allocated you
can set a discount percentage based on this.
A point group will allow a customer to accumulate points based on the total of a
transaction. In the group you can set how many points they accumulate per penny. The
amount at which they can be redeemed is sent in the General Control section.
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Name This is a 16-digit name to describe the group, it does not appear on the customers
receipt
Type There are two types, Discount or Points.
Credit Limit This is limit that a customer can charge to their account without paying for
the items.
Default Menu Shift When a customer comes to the ECR their unique customer number is
entered into the ECR or card swiped the ECR can shift to a different keyboard level which
can have items that only that group of customers can access. These can be special
promotional item.
Default Shift PLU The ECR can hold 8 different prices for one PLU these are know as
shift PLU levels. When a customer comes to the ECR their unique customer number is
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CBMS
entered into the ECR or card swiped the ECR can shift to a different Shift PLU level which
can have items at a differerent price. Allowing you to sell item to that group of customers
at a different price.
Number of lines for signature This allows you to seelct how many blank line the printer
will feed at the bottom of the receipt before the signature line is printed.
Credit This tick box determines whether this group of customers are allowed to charge
items to their without paying for them straight away.
Discount 1 This is a percentage discount on the subtotal of the whole transaction. You
will need to enter a name which will appear on the customer's receipt, the percentage
discount rate (0.01 ~ 99.99) and the tax rate the discount will effect. When using a point
group this is the number of points the group accumulates per penny spent.
Discount 2 This is a percentage discount on items which have been linked to SIST1. You
will need to enter a name which will appear on the customer's receipt, the percentage
discount rate (0.01 ~ 99.99) and the tax rate the discount will effect.
Discount 3 This is a percentage discount on items which have been linked to SIST2. You
will need to enter a name which will appear on the customer's receipt, the percentage
discount rate (0.01 ~ 99.99) and the tax rate the discount will effect.
Discount 4 This is a percentage discount on items which have been linked to SIST3. You
will need to enter a name which will appear on the customer's receipt, the percentage
discount rate (0.01 ~ 99.99) and the tax rate the discount will effect.
3.7.2
Customer Title
The Customer Title button allows you to add, edit or delete the choices
for the customer title when adding a new customer
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77
Customer Accounts
The Customer Maintenance Screen allows you to add, edit or delete
customers. You can also view information like total spend and discounts
or points received.
Block Customer stops the customer being registered on the ECR.
Tittle Select Tittle form drop down list.
Name Enter the full Customers Name
Group Select Group Scheme from list
Address Customer Address lines
Phone Phone numbers for used for customer searching on the ECR, multiple numbers for
home or mobiles.
Additional - This information is used in with the Marketing Module. A license must be
purchased for the marketing module.
Email Customer Email for sending Marketing information.
Date of Birth / Sex Used with Marketing Module
Consent Tick Boxes. The marketing module will not send information via Email or SMS
message unless these boxes are ticked.
Note:- Customer consent must be received before sending SMS or Emails.
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3.7.3.1
CBMS
Initalise Customer Credit Accounts
When using the QT-6600 Cash register with operating system version 1.36 IPL it is
possible to run customer credit accounts on CBMS. This will only work with a single
branch as the credit limits are limited to the Single network of tills.
The first operation that must be performed is a customer system initialization. Set the
Customer control to ECR then press the button marked Setup Customer Accounts. Any
balances on the QT will then be collected and set as the opening balance for each
account.
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79
Customer Details
To enable the account credit facility to be used for a customer, the customer group that
they are linked to must have a credit limit set. in the Example below the credit limit is
set to 1000.00
Once this has been set a new tab will be displayed called Additional. This tab shows all
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CBMS
Payments and invoices that have been entered into the ECR.
IMPORTANT NOTE :- All Payments must be entered through the ECR. It is not possible to
enter them directly into the PC.
The details of an invoice can be displayed by double clicking on the Invoice record.
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81
Transaction Matching
Transaction matching allows the user to reconcile payments to invoices. Once an invoice
is fully paid or a payment has been fully used they are then removed from the customer
details screen so as to not appear on further statements. To access the transaction
matching screen click the transaction matching button in the customer details tab.
In the the transaction matching screen you will see all outstanding invoice and payments. To pay
an invoice under the receipt column you must enter the amount you want to pay of the invoice.
You can part pay or pay in full, if paying in full you can press the pay in full button.
In the above e xample I have paid in full Invoice MC#01C326. You will now se e my analysis total is now £29.00
and my save button has graye d out. This is be cause I ne e d to balance the invoice with a payme nt and bring my
analysis total back to £0.00, this will the n allow me to to save . To do this I will use the payme nt of £46.00.
The re fore to balance it I e nte r -29.00 into the re ce ipt column.
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CBMS
The analysis total is now £0.00 and the invoice payment has been reconciled. You will notice the
save button will then become active and you can save the payments.
If we look at the transaction screen now, you will see that the invoice MC#01C326 has been removed and the outstanding
value of the payment reduced to £17.00.
Alternatively, you can use the suggested matches button, pressing this button will automatically match any outstanding
invoices with available payments.
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83
Mix & Match
Mix and match discounts enable you to apply a discount after a certain
combination of PLUs and been sold. The discount can be an amount or a
percentage. You can specify single PLUs, 2nd @ PLUs or any PLU in a
certain Subdepartment and how many times they need to be sold to qualify
for the discount.
For example if I had a promotion where I get a 50p discount if I buy 3 pints of Carling and
any packet of crisps. I could create a mix and match table with a discount amount of 50p
and in the table I would insert the Pint of Carling PLU with quantity 3 and I would then
add Subdepartment 1 with quantity 1, having allocated all the crisps PLUs to the
subdepartment.
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CBMS
CREATING A MIX AND MATCH TABLE
1.
Click the Add button.
2.
Type in Name.
3.
Enter the discount Amount.
4.
Tick Rate if discount is a percentage rate.
5.
Enter the number of discounts the mix and match can be given per sale (9 =
unlimited).
6.
Select the VAT rate.
7.
Click on Sales item, [email protected] or Sub-department tab.
8.
Double click a Sales item, [email protected] or Sub-department to add it to the table.
9.
Enter the Qty which need to be sold of the item in order to qualify for the
discount.
11.
Click OK.
N.B. The sixth Item must always be allocated as this is the target item of the discount and the
PLU to which the discount will be deducted.
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85
Sub Departments
Sub departments are used to group PLU into categories. These can then
be used in UK mix & match. Scan PLU can then be added or removed from
the sub-departments without having to change the functionality of the
Mix & match.
3.10
UK Mix & Match (ECR Setup)
UK Match & Match are offers which are calculated at the end of the
transaction based on the items which have been purchased.
Once an offer has been configured it will be sent to the ECR by going to the send option
and selecting UK mix & match or for it to be automatically sent after an end of day Z
report. To force the automatic sending see the setting Send Mix & match after Z read
in the settings chapter.
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CBMS
Date Effective When using the date effective this is the day the offer will be active, this
means the scheduler will send it after the Z read the night before. Eg it will be sent the
on the date effective date -1 day.
End Date is the date the offer ends and the offer will be deactivated after the Z read on
this day.
Always Enabled forces the status to on regardless of the scheduled data.
There are 5 different UK Mix & Match offer types you can choose from :Loyalty Coupon - The Loyalty Coupon allows you to give the customer an amount
discount on their next purchase when the value of their current transaction exceeds a set
price amount.
Free Item - An Item can be given free when a number of Items or a number of items
which are linked a set Sub-department are purchased.
Cheapest Free - When a customer buys a certain number of a Items the cheapest of
those items are given free.
Set Price - A set combination of items can be sold at a set price such as a meal deal.
Stepping Discount - This allows you to sell items at a lower price if the customer buys a
set number of the product in a transaction. You can have up to five different quantity
breaks for one items or multiple items linked to a sub-department
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87
Receipt Programming
Receipt messages can be set from the software. These messages appear on
the intermediate and final bills given to the customer. There are several
different messages, for when you present the bill. An intermediate message
might say service not included and the final bill might say 'Thank you please
call again'.
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CBMS
Message Name
Receipt Logo
Receipt
Commercial
Receipt Bottom
Post Receipt
Extra Data
Guest Bottom
Description of message
Example Text
CASIO
This message always appears on the top of all
PUBLIC BAR
receipts.
UNIT 6
NORTH CIRCULAR
When the Receipt switch is turned on
permanently this message appears beneath the
receipt logo.
When the Receipt is on permanently and the
transaction is finalised with a payment key this
message appears at the bottom of the receipt.
This only used on the Pan European
specification for the QT6000.
This is printed at the bottom of the receipt. Up
to 10 lines can be printed but the number of
lines must be programmed against the receipt
key on the keyboard. It is printed before
finalization when a check number is entered
and the receipt key is pressed.
OPEN FROM
7 AM to 12 PM
THANK YOUR
FOR YOUR
CUSTOM
SERVICE NOT
INCLUDED
SIGNATURE
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Signify a duplicate receipt has been issued.
Bill Top
Prints beneath the receipt Logo message.
Printed when the BILL (function code 47) is
used. This function is used to produce a lost or
damaged receipt.
Bill copy
Prints between the data and method of
payment. Printed when the BILL (function code
47) is used. This function is used to produce a
lost or damaged receipt.
Bill Bottom
Prints at the bottom of the receipt. Printed
when the BILL (function code 47) is used. This
function is used to produce a lost or damaged
receipt.
Slip Logo
This is printed beneath the logo message, it is
printed after finalization when a check number
is entered and the receipt key is pressed.
Slip Intermediate This is printed beneath the logo message. It is
printed before finalization when a check
number is entered and the receipt key is
pressed.
Slip Bottom
This is printed at the bottom of the receipt. It
is printed after finalization when a check
number is entered and the receipt key is
pressed.
3.12
VAT REG NO.
123 1234 01
SPECIAL OFFER
COFFEE £1.00
CALL
0208 450 9131
FOR BOOKINGS
Batch X/Z
Batch reports can be setup on the ECRs to take several reports in one
batch. Batch report number 2,3 and 4 are reserved for CBMS but a
maximum number of 10 batch reports can be set up for ECR users.
There are 3 sales data areas the reports can read from Daily, Periodic 1,
Periodic 2. CBMS can collect sales data from one area and separate Z
reports can be taken from another area on the ECR.
Creating a Batch Report
1. Click New
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CBMS
2. Select Reporting area i.e. Periodic 1
3. Double click Sales reports to be taken by batch (maximum of 8)
4. Tick the relevant tick boxes (see Below)
5. Click OK
Send X data to CF card - QT6000 only Saves the batch report to memory card when run
as an X report.
Send Z data to CF card - QT6000 only Saves the batch report to memory card when run
as an Z report.
Do not issue report, in case of saving data to CF card Prevents the report being issued
in the X mode.
Do not issue report, in case of saving data to CF card Prevents the report being issued
in the Z mode.
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Read/Reset selection (direct issuance) Allows the report to be taken in either the X/Z
mode but only through using the screen selection in the X/Z mode.
Setting up Batch 2 for CBMS (Daily Z Compulsory)
1. Click Edit on Batch 2
2. Select Reported area as Daily
3. Double click 11 Fixed Totaliser
4. Double click 12 Function Key
5. Double click 14 PLU
6. Double click 15 Department
7. Double click 17 Cashier - Clerk
8. Double click 19 Hourly Sales
9. Double click 67 IDC Link(1)
10. Do not tick any of the tick boxes.
11. Click OK
N.B The reporting area is set to default as Daily in the utility settings, this can be changed to
periodic 1 or periodic 2 if needed. See Change Settings section.
Setting up Batch 3 for CBMS (Flash X Compulsory)
1. Click Edit on Batch 2
2. Select Reported area as Daily
3. Double click 11 Fixed Totaliser
4. Double click 12 Function Key
5. Do not tick on any tick boxes
6. Click OK
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3.13
CBMS
Additional Items Text
Additional Item Texts are used to add additional text to or replace the PLU
description either printed on the display, receipt or order or a combination of
them.
An example of where this may be used is in a Chinese restaurant where the chefs use
menu numbers instead of the English descriptions. Here we could set an additional item
text to replace the PLU description on the order printed in the kitchen with the menu
number for the chefs to understand. Another example is for printing cocktail recipes on a
bar printer. Here you set up your additional item text to appear with the PLU description
on the order containing the spirits and soft drinks for the bar man to make and drink and
take over to the table.
.
CREATING ADDITIONAL ITEM TEXTS
1. Highlight the PLU to add the additional item text.
2. Type in item text to appear in the description field.
3. Choose the destination of where the item text is to appear from the drop down box.
4. Tick the exchange box if you would like the text to replace the PLU description at the
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designated destination.
5. Up to 10 additional item texts can be allocated to a PLU
6. Click close when done.
N.B. Please ensure that the memory allocated has been setup correctly by your dealer before
programming.
3.14
Epos Schedular
The ECR schedulers can be set to shift menu levels or price bands. An
example of this feature is to automatically activate an offer. The
Macro needs to be set up by the ECR dealer. Once set the time they
are activated can be changed or disabled completely. After setting the
schedulers they need to be sent to the ECR through the
communications screen.
There are three interval times that can be set for each scheduler. Generally there will be
two schedulers for each operations such as happy hour on and happy hour off.
Daily this will execute every day at the start time
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CBMS
Weekly will allow you to select a day of the week
Monthly will execute on the day number of the month
3.15
Text Recall
The text recall allows you to add preset text to items sold on the cash
register. This is useful for common cooking instructions/messages. The
text recall is common to the till type and not the branch. Therefore all
branches that have QT6000 installed will have the same text recall
messages.
3.16
General Control
This is option is used to program the ECR settings. This section should only be changed
by the Cash Register Dealer as it will impact the way the system works. It is password
protected so accidental changes should not occur.
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95
Age Verification
The Age versification is used to prove ID has been presented when a sale
of restricted goods has occurred. The types of ID accepted. are
programmed into the list as shown
When the age limitation is programmed into the department screen the list of preset
messages will be shown. Selecting one of these will allow the transaction to proceed
and will be recorded to the electronic journal.
3.18
Floor PLanner
The QT range of terminals has the facility to work with graphical Floor
Planners. This allows a basic representation of the restaurant to be
drawn. Tables and functions are then allocated to the screen. This
means that the user can easily open up table balances by touching the
screen.
The Floor Planner consists of several parts. The buttons at the top of the screen and
menu options, the main floor plan Design Area and the ICONs and back ground that can
be selected on the right hand side of the screen.
The QT can have up to three Graphical screen layouts and one screen Logo. The Screen
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CBMS
logo appears when the machine is turned on or when a clerk signs off.
NOTE :- TO ENABLE THE SCREEN LOGO ON THE TERMINAL AN OPTION IN DISPLAY
CONTROLS OF THE GENERAL FEATURESO MUST BE CONFIGURED. LOGO AFTER CLERK
SIGN OFF MUST BE SET TO YES
3.18.1 Floor Planner Buttons
New Floor Plan or Logo will clear the screen to start a new design.
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Open an Existing Floor Plan or Logo.
Save a Floor Plan or Logo.
Displays the Back ground Image after Receiving from the ECR
Deletes the Object or graphic from the Screen. This can be ether a graphic or key.
Displays System Keys that can be allocated to the keyboard. Once a key has been
allocated to the screen and the object type set to Function key the function key can be
dragged and dropped from the displayed list.
Display Existing Functions to be allocated to the keyboard. Once a key has been
allocated to the screen and the object type set to Function key the function key can be
dragged and dropped from the displayed list.
Place Bitmaps a bitmap can be dragged onto the floor planner and resized.
Select Background displays a list of colored backgrounds.
Receive the floor planner files from the ECR. When importing the background the
software is unable to separate the graphics from the background as it is stored as a
flattened bitmap file in the ECR
Send changes to the ECR, sends selected floor plan or Logo
Convert to ECR this converts the files to ECR PACKED format. This means the
files can be copied to the Flash card to install to the ECR.
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CBMS
Place Rectangle Table/Key once placed on the floor planner the button can be
resized. The button can then be allocated to a table type or a function.
Place Round Table/Key once placed on the floor planner the button can be
resized. The button can then be allocated to a table type or a function.
Selection Mode
Exit
Selects the floor planner or log to work on.
Once the object has been allocated to the screen
this selects the type of object.
3.18.2 Create New Floor Plan
The steps below show how to create a very simple floor plan with graphics and a table
allocated to the screen.
1. Press New Floor Plan
2. Select Floor Planner
3. Select Back ground colour
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3. Select Rectangle object double click on the button. The Cursor will change to cross
hairs to allow the button to be drawn. Once the button is allocated to the keyboard set
the object type to table. Then set a description and a table number.
4. Select Bitmaps
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CBMS
3.18.3 Sending Floor Plan or Graphic Logo to ECR
Next the floor plan must be sent to the ECR. Pressing the
data to the Master ECR.
button will transmit the
The following steps must be followed if the master terminal is part of a network of ECR.
1. In the AUTO PGM mode select 1.SEND 4. Individual FILE
Options
89. User Logo
90. Check Window 21
91. Check Window 22
92. Check Window 23
93. Keys For Check Window
2. The Terminals must then have a Flag Clear operation. The is to reboot the terminal to
accept the Floor Plans.
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3.18.4 How to Access Floor PLan
The Floor Plans can be accessed through several methods.
1. The Cashier logging on shows the floor plan. The following conditions must be set in
the cashier file.
Main Clerk Screen ->Remove check number for clerk interrupt
Clerk Control -> Compulsory Check Number set for the clerk.
Menu Shift/ 2nd @ Set default Menu Sheet to 21,22 or 23
2. The NEW/OLD check is programmed to access the screen. This option is set through
the key. Allocate a NEW/OLD check function to the keyboard (See keyboard
programming for more information). Then double click on the button, in the advanced
section set the following flag.
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CBMS
3. Navigation between Floor plans. There are three floor plans to navigate between them
on the floor planner allocate a rectangle with object type set to function. Then drag &
drop from the Function list a left or right function. When this button is pressed it will
navigate to the appropriate screen. The diagram below shows which order to allocate
the buttons.
CHECK WINDOW 22
CHECK WINDOW 21
WINDOW 23
Right ->
<- LEFT
CHECK
Right->
<- Left
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Part
IV
104
CBMS
4
Communications
4.1
Send Data
The send data function allows you to send certain program details from
the software to the ECRs to update them with any program changes you
have made. You can send to one or more branches at a time and select
the what program details you send.
SENDING PROGRAM CHANGES
1. Click the Send button
2. Tick the file type you wish to send, multiple files can be selected
3. Or tick select all
4. Click Next
5. Select Location(s) to send to if more than one exists
6. Click Next
7. The files will now be sent to the tills
Note: - QT Terminal operation is not interrupted whilst the Send routine is carried out.
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While the data is sending you will see a screen
identifying which branch and ECR the software is
communicating with. A bar will move from left to
right across the screen while it is communicating.
Files successfully sent will be displayed beneath
the bar.
When the communication is finished a screen will
appear saying session successfully completed or
you will received a list of errors if there were any.
4.2
Read Data
The read data function will read the sales totals from the ECR and then
store them for reporting purposes. Sales can be read from selected
branches or all branches at a time. This needs to be done on a daily basis
at the end of the day so as to get a daily takings report and can only be
done when the ECRs are not in use.
When you select the branch, you can also select the date which the sales will be
registered with. This is useful if it is not practical to read the tills at the end of the day
and are read the next day in the morning.
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CBMS
While the data is being read you will see a
screen identifying which branch and ECR
the software is communicating with. A bar
will move from left to right across the
screen while it is communicating. Files
successfully received will be displayed
beneath the bar.
When the communication is finished a
screen will appear saying session
successfully completed or you will received
a list of errors if there are any.
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107
Scheduled Reads
Instead of having to manually collect the reads from the ECRs each day, it
is possible to set a scheduled read which will automatically read the ECRs
at specified times. This is setup at branch level and can also be used with
the multiple business. In order for the scheduled reads to run the
communication server must be running in the system tray (See
communication server for more information).
Setting up a scheduled read
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4.4
CBMS
Importing Scheduled Reads
As scheduled reads are collected by the communication server they need to
be imported into CBMS before you can report on them.
Each scheduled read completed but not yet imported will be listed and will be ticked for
import by default. To import just click the next button. You will now be able to report on
the data.
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109
Import From Compact Flash Card
Data can be backed up to the CF Card, this can be for mobile Vans or
where it is not possible to run a cable to a terminal.
To Import Data from the CF card go to the Option Import Z read located on the Every day
Action Tab. Select the Button
Navigate to the CF card and the directory containing the data. If there is more than one
branch created in the software then a prompt will appear to select a branch. use the
Import With Date field to set the date for the sales data to be filed. Pressing the next
button will process the data.
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4.6
CBMS
Flash X Reports
This facility is only available on the QT series with the communications
type TCP/IP. It allows an X reading from one or more ECR to be taken
from the back office PC. An X reading on the Casio ECR means it will
print a report but not reset any totals. This is a background task and will
not disturb the operation of the ECR when the report is taken. If more
than one terminal is Selected they will be added together and the result
displayed.
Note: - The Flash X reports require the fixed totaliser and free function files to be setup in X/Z
Batch programming record 3
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Part
V
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CBMS
5
Reports
5.1
Reports Wizard
The reports section covers the procedure to produce reports. It
allows you to mask or restrict report criteria. Select a group
from the Report Area. This shows all available reports in the
group. Highlight the report you wish to take and press the Run
button.
.
REPORTS ARE SORTED INTO GROUPS
Sales is a historical database which covers PLU, Cashier, Department and Groups
Lists Used to print and verify data that has been entered.
Others are for reports such as error log, communications log and charts
Stock is for current stock positions and stock movements
Stock take can only be used when in a stock take
7 Days gives weekly sales reports
IDC gives analysis reports of the individual transaction being received from the ECR's
(IDC function must be set up in terminal)
Branch Summary gives reports for all branches consolidated.
Shelf Edge Label prints shelf edges labels for the scanning system
Charts produces graphs and pie charts.
Retail are reports specific to the retail industry
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The sales reports are stored in a historical
database allowing a single day or a range of
days to be selected for reporting. For those
reports the wizard will show a date selection
screen. You can simple use the radio button to
select a common range or you can click on the
calendar icons to specify a particular date
range to use.
When a report is run depending on the report
ran a wizard appears. This allows you to
refine the data the report will show; Such as
which departments, groups and outlets. Only
the relevant screens will appear for that
report.
Reports can be outputted in various
formats, namely PDF, CSV, EXCEL, RTF or
Printer. These will be outputted (except
printer) to a destination folder specified in
utilities directory.
5.2
Cashing Up Sheet
End of day banking summary.
The Petty Cash function is designed to generate a summary sheet that will show sales
groups with percentage of total revenue.
Financial information from the ECR and non ECR figures such as petty cash and money
banked. The Petty Cash Details screen allows selection of a location. The information
shown on the screen below is filled for each day therefore you must ensure that the
correct date is selected. Enter the amounts into the The Petty Cash categories. The
headings for these can be changed and more added if required. Finally enter the amount
of money to be banked and press save.
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CBMS
Press the Create Daily Sheet button. This
shows a screen allowing selection of
locations and a date range. Because the
petty cash, banked figures and ECR sales
data are stored in a historical database,
the summary sheet can be for a single
day or a range of days.
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Reports
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115
Journal Viewer
When the end of day Z routine collects the sales, it also collects an
electronic journal. This allows analysis of the data if there is a query on
end of day totals.
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5.2.2
CBMS
Banking Sheet
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6
Utilities
6.1
Communication Server
The scheduler must be setup when it will poll data from the Cash
registers. Each branch can be configured with its own time to collect data.
Make sure the scheduler is not running when adding or changing job
codes.
After each Sales data collection it is possible to set a flag to upload price or promotions
automatically. See the chapter settings
The communication server is a application that runs in the system tray. It's
job is to process all the scheduled reads and sends. Without this running
no scheduled reads or sends will run. Pressing this button will launch the
scheduler. Even if the main application is closed the scheduler will still
keep running and process data.
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To shut down the server right click on
the icon in the system tray. This will
prompt for a password. This is to stop
the server being closed accidentally.
See your dealer for the password.
6.2
IDC Viewer
The IDC viewer allows you to view transactions done on the ECRs in
real time or to monitor products being sold in the branch.
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CBMS
See Change Settings for setup details or contact your dealer.
6.3
Maintain users
Individual users can be set up when you log on. Here you can add users and
specify their user name and password plus you can restrict access to the
buttons on the main screen and the options from the drop down menus or
you can password protect them. Once the restriction is set you cannot then
select that option if you sign on with the user name.
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6.4
121
Re-Date Sales
The redate sales feature is used when the sales data has been
accidentally processed into the wrong date. Using th is facility the sales
data can be moved to the correct date. When this button is clicked it will
prompt for a password to prevent unauthorized people communications
Each time a Z communications is performed the PC allocates a batch number to identify
it. If data is processed to the wrong date, high lite the relevant record change the Date
to change to and press process.
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7
CBMS
Settings
The setting on this screen configures the software. The settings should only
be changed by the ECR dealer.
START UP
Start with Windows This will automatically load CBMS on start-up
Show Status on Start
FILES
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125
These files are used to control the number of bitmaps files available for the keyboard
editor to send to the appropriate model of ECR
TRANSFER SETTINGS
Collect electronic journal sets the software to collect the journal when collecting the
Z reads from each ECR.
Collect Time and Attendance allows the time and attendance data to be collected
from the master terminal.
Read collected data on application start, if the server is set not to process data as its
collected this flag will process the data when the main application is started.
Send mix & Match after Z Read sends the UK mix and match to implement any offers.
Send Pending prices after Z read sends any products with pending price changes
after a Z Read.
Show Communication Command this is used to identify communication problems
with the ECR.
Show Byte Counter NOT USED
Inter Command Delay, when using a VPN tunnel with a broad band connection if it has
a delay and the ECR does not reply quickly enough this option can be used to slow
down the process by inserting delays between each command.
ARCHIVE
Backup sets the path to store the backup data. This should be an external device or a
network drive. Backing up to the local harddrive could still lead to loss of data if a fault
occurs with the drive.
Restore Archives sets the archive to restore to the CBMS, once set you must exit the
program. Next time CBMS is run it will restore the data.
ERROR LOG
Used by the dealer
7.1
Settings Reports
7.1.1
Configuraton
Show template designer & Show Report query this is primarily used by the dealer.
Reports Output Directory This is the directory to which reports will be exported in
Excel or PDF format.
Report Logo It is possible to have two graphical logos at the top of the reports. Once
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CBMS
a bitmap is created in the correct size it can be loaded into the software. This will
then appear on all the report headings.
Reports Access shows all the reports available. Not all reports will be used by each
type of business so it is possible to hide unsed reports by ticking the deleted box. This
only hides the report and can be reused at any point.
7.1.2
FTP Reports
The FTP report section sets which reports will be sent after an end of day Z
communication with the ECR, to an FTP server. The Server details must be set up in the
Advanced FTP reports section with the logon credentials. The Auto Send tick box must
be set before it will transmit the data.
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Settings
7.1.3
127
Email Reports
The Email report section sets which reports will be sent after an end of day Z
communication with the ECR, to an Email address. The SMTP details must be set up in
Tools Communications section with the logon credentials. The Auto Send tick box
must be set before it will transmit the data.
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7.1.4
CBMS
Reports Access
There a quite a number of reports in CBMS and which are grouped accordingly. Some of
these reports may not be applicable to all applications of the software. These can be
removed on this screen to simplify the report screen for the user by ticking the delete tick
box.
N.B. Some reports and groups are deleted by default, do not undelete these reports as
they are not meant to be run by the user and could cause errors if ran by the user.
7.2
Tools
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129
Commuincations Server
Available Tools list This shows all tools for your current version of CBMS
Start Communication Server with Windows This will automatically start the
communication server on startup (highly recommended is using scheduled reads)
Automatically Process Data forces the communication server to process data directly
after a read.Other wise it will be processed when the application is started.
SMTP This information will be configured depending on the service provider. The
SMTP credentials are used to automatically access your Email account.
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7.2.2
CBMS
IDC Reports
IDC report configures the location of the UK server and colors used by the IDC viewer.
The UK server is used to collect data from the QT terminals before being processed by
the CBMS software.
7.2.3
FTP Reports
The FTP reports sets the logon parameters for when CBMS is sending reports to external
FTP server.
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7.2.4
131
FTP Link
The FTP link sets the logon credentials for an external FTP server. This is used to pick
up Price changes and new products for the Scanning PLU file.
When the Import prices button is pressed CBMS will log onto the external server to pick
up the new products or prices changes. These are autonomically processed into the
software.
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Settings
7.2.5
Marketing Link
7.2.6
Handheld
133
When using the Casio DTX7 if using windows XP then Active sync must first be installed
or if using Vista or Windows 7 then Window mobile Center. The latest versions of these
can be downloaded form the Microsoft Web site.
The Tick box Enabled must first be set and the terminal DT-X7. Then by pressing the
Setup Handheld button it will upload the stock application to the device.
Full product file points to an initial setup file supplied by a wholesaler. This file is then
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CBMS
used in the initial product creation process when a shop is scanned and the correct
prices entered (See Setting up the Shop). This appropriate file will be supplied by your
dealer.
7.3
Settings Advanced
The ECR has several different areas of memory to store its sales data. The Use Selected
sales collection area allows another part of the memory to be used when collecting the
data.
Collect Batch 4 is used to collect additional sales files form the ECR if the Batch file 3 is
full. When a sales collection is performed at the end of the day the CBMS will pick up
batch file 3 & 4 (See Programming Batch files)
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Stock Take method sets the type of stock take process (See Stock taking Section for full
explanation)
Import PLU settings specify's default actions when importing prices.
Default Shelf Edge sets the label type of a product when it is created or imported.
ECR number Specifies the terminal that contains the Customer File Data. This
information is only stored in one terminal.
Customer File Control Specifics if the PC or the ECR will allocate and create new
customer accounts.
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7.4
CBMS
User interface
Full retail sets the application to a scanning interface.
Main Screen buttons hides buttons on the main screen allowing it to be customised
and to simply the screen.
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Index
Index
-CCash
58
Change Settings
124
Clerk
43
Clerk Names
43
Communication
104
-D-
Password
8
Passwords
120
Payment
58
PLU
35
Price
35
Price Shifts
39
Pull downs
64, 68
-QQuantity Modifier
36
-R-
36
-FFunction Setup
58
-G-
Reciept
87
Report Mask
112
Retail Price
35, 61
-S-
Group Filters
34
-HHalf 36
Happy Hour
93
-J-
Key Status
-L64, 68
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Schedular
93
Scheduled Communication
Search
34
Searching
34
Second Price
36
Specification
8
Status
37
-U-
115
Users
-K-
Lists
124
-P-
Adding PLU
54
Advanced
37
Journal
8
-OOptions
-A-
Double
logging On
60
120
-VVat Rate
20
Vewier
115
107
137
138
CBMS
Endnotes 2... (after index)
Casio Electronics
Back Cover
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