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ER-5200M/5240M Electronic Cash Register
Operator's and
Programming Manual
©2005, CRS, Inc.
M-ER5200/40M Version 2.1
All specifications are subject to change without notice.
CRS, Inc.
Limited Warranty and Disclaimers of Warranty
This manual has been developed by CRS, Inc. It is intended for the use of its customers and service personnel and should be read in its entirety before attempting to install, use or program the product(s).
Nothing contained in this manual shall be deemed to be, and this manual does not constitute, a warranty of, or representation with respect to, the product or any of the products to which this manual applies. This manual is subject to change without notice and CRS, Inc. has no obligation to provide any updates or corrections to this manual. Further, CRS, Inc. also reserves the right, without prior notice, to make changes in equipment design or components as it deems appropriate. No representation is made that this manual is complete or accurate in all respects and CRS, Inc. shall not be liable for any errors or omissions contained in this manual. In no event shall CRS, Inc. be liable for any incidental or consequential damages relating to or arising out of the use of this manual. This document contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be photocopied or reproduced without prior written consent of CRS, Inc.
NOTICE
IF ANY WARRANTY IS EXTENDED TO YOU WITH REGARD TO THE PRODUCT(S) TO WHICH THIS MANUAL APPLIES, IT
IS A WARRANTY FROM THE ENTITY OR INDIVIDUAL FROM WHOM YOU DIRECTLY PURCHASED THE PRODUCT(S).
SUBJECT TO THE FOREGOING, UNLESS YOU ARE A DIRECT END USER CUSTOMER OF CRS, INC., CRS, INC. DOES NOT
EXTEND TO YOU ANY EXPRESS WARRANTY OR ANY IMPLIED WARRANTY AND EXPRESSLY DISCLAIMS ANY IMPLIED
WARRANTY OF MERCHANTABILITY, FITNESS FOR USE, OR FITNESS FOR ANY PARTICULAR PURPOSE, OR ANY
WARRANTY OF NON-INFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS IN CONNECTION WITH THE PRODUCT(S)
OR ANY SOFTWARE, DRIVERS, OR PROGRAMMING PRODUCT, WHETHER EMBEDDED IN PRODUCT(S) OR PROVIDED AS
A SEPARATE PROGRAM, OR USED IN CONJUNCTION WITH THIS/THESE PRODUCT(S). CRS, INC. SPECIFICALLY DOES
NOT WARRANT THAT THE OPERATION OF ANY DRIVERS, SOFTWARE, OR PROGRAMMING PRODUCTS LICENSED
HEREUNDER, WHETHER EMBEDDED IN PRODUCTS OR PROVIDED AS SEPARATE PROGRAMS, SHALL BE
UNINTERRUPTED OR ERROR FREE OR THAT FUNCTIONS CONTAINED IN SUCH DRIVERS, SOFTWARE OR
PROGRAMMING PRODUCTS SHALL OPERATE IN COMBINATION(S) WHICH MAY BE SELECTED FOR USE BY YOU OR
OTHERWISE MEET YOUR REQUIREMENTS.
CRS, Inc. is not responsible for any damages or loss, either direct, indirect, special, incidental or consequential, which you may experience as a result of your purchase or use of the product(s). Your sole remedy in the event that you encounter any difficulties with the product(s) is against the entity or individual from whom you purchased the product(s).
Revision 2.0 - April 1, 2005
WARNING - U.S.
THIS EQUIPMENT GENERATES, USES AND CAN RADIATE RADIO FREQUENCY ENERGY, AND IF NOT INSTALLED AND USED IN
ACCORDANCE WITH THE INSTRUCTIONS MANUAL, MAY CAUSE INTERFERENCE TO RADIO COMMUNICATIONS. IT HAS BEEN
TESTED AND FOUND TO COMPLY WITH THE LIMITS FOR A CLASS A COMPUTING DEVICE PURSUANT TO SUBPART J OF
PART 15 OF FCC RULES WHICH ARE DESIGNED TO PROVIDE REASONABLE PROTECTION AGAINST SUCH INTERFERENCE
WHEN OPERATED IN A COMMERCIAL ENVIRONMENT. OPERATIONS OF THE EQUIPMENT IN A RESIDENTIAL AREA IS LIKELY
TO CAUSE INTERFERENCE IN WHICH CASE THE USER, AT HIS OWN EXPENSE, WILL BE REQUIRED TO TAKE WHATEVER
MEASURES MAY BE REQUIRED TO CORRECT THE INTERFERENCE.
NOTICE - CANADA
THIS APPARATUS COMPLIES WITH THE CLASS “A” LIMITS FOR RADIO INTERFERENCE AS SPECIFIED IN THE CANADIAN
DEPARTMENT OF COMMUNICATIONS RADIO INTERFERENCE REGULATIONS.
CET APPAREIL EST CONFORME AUX NORMES CLASS “A” D’INTERFERENCE RADIO TEL QUE SPECIFIER PAR MINISTRE
CANADIEN DES COMMUNICATIONS DANS LES REGLEMENTS D’INTERFERENCE RADIO.
ATTENTION
The product that you have purchased may contain a battery that may be recyclable. At the end of its useful life, under various state and local laws, it may be illegal to dispose of the battery into the municipal waste system.
Check with your local solid waste officials for details concerning recycling options or proper disposal .
Precaution Statements
Follow these safety, servicing and ESD precautions to prevent damage and to protect against potential hazards such as electrical shock.
1. Be sure that all built-in protective devices are replaced. Restore any missing protective shields.
2. When reinstalling the chassis and its assemblies, be sure to restore all protective devices, including nonmetallic control knobs and compartment covers.
3. Make sure there are no cabinet openings through which people - particularly children - might insert fingers and contact dangerous voltages.
Such openings include excessively wide cabinet ventilation slots and improperly fitted covers and drawers.
4. Design Alteration Warning:
Never alter or add to the mechanical or electrical design of the SECR. Unauthorized alterations might create a safety hazard. Also, any design changes or additions will void the manufacturer’s warranty.
5. Components, parts and wiring that appear to have overheated or that are otherwise damaged should be replaced with parts that meet the original specifications. Always determine the cause of damage or over- heating, and correct any potential hazards.
CAUTION
Danger of explosion if battery is incorrectly replaced.
Replace only with the same or equivalent type recommended by the manufacturer.
Dispose used batteries according to the manufacturer’s instructions.
6. Observe the original lead dress, especially near the following areas: sharp edges, and especially the AC and high voltage supplies. Always inspect for pinched, out-of-place, or frayed wiring. Do not change the spacing between comp-onents and the printed circuit board. Check the AC power cord for damage. Make sure that leads and components do not touch thermally hot parts.
7. Product Safety Notice:
Some electrical and mechanical parts have special safety-related characteristics that might not be obvious from visual inspection. These safety features and the protection they give might be lost if the replacement component differs from the original - even if the replacement is rated for higher voltage, wattage, etc.
Components that are critical for safety are indicated in the circuit diagram by shading, ( ) or ( ). Use replacement components that have the same ratings, especially for flame resistance and dielectric strength specifications. A replacement part that does not have the same safety characteristics as the original might create shock, fire or other hazards.
ATTENTION ll y a danger d’explosion s’il y a remplacement incorrect de la batterie.
Remplacer uniquement avec une batterie du même type ou d’un type équivalent recommandé par le constructeur.
Mettre au rebut les batteries usagées conformément aux instructions du fabricant.
ER-5200M/5240M Electronic Cash Register 1
WARNING: First read the-Safety Precautions-section of this manual. If some unforeseen circumstance creates a conflict between the servicing and safety precautions, always follow the safety precautions.
WARNING: An electrolytic capacitor installed with the wrong polarity might explode.
1. Servicing precautions are printed on the cabinet.
Follow them.
2. Always unplug the units AC power cord from the
AC power source before attempting to:
(a) Remove or reinstall any component or assembly
(b) Disconnect an electrical plug or connector
(c) Connect a test component in parallel with an electrolytic capacitor
3. Some components are raised above the printed circuit board for safety. An insulation tube or tape is sometimes used. The internal wiring is sometimes clamped to prevent contact with thermally hot components. Reinstall all such elements to their original position.
4. After servicing, always check that the screws, components and wiring have been correctly reinstalled. Make sure that the portion around the serviced part has not been damaged.
5. Check the insulation between the blades of the AC plug and accessible conductive parts
(examples : metal panels and input terminals).
6. Insulation Checking Procedure:
Disconnect the power cord from the AC source and turn the power switch ON. Connect an insulation resistance meter (500V) to the blades of AC plug.
The insulation resistance between each blade of the
AC plug and accessible conductive parts (see above) should be greater than 1 megohm.
7. Never defeat any of the B+ voltage interlocks.
Do not apply AC power to the unit (or any of its assemblies) unless all solid-state heat sinks are correctly installed.
8. Always connect an instrument’s ground lead to the instrument chassis ground before connecting the positive lead ; always remove the instrument’s ground lead last.
1-3 Precautions for Electrostatically Sensitive Devices (ESDs)
1. Some semiconductor (solid state) devices are easily damaged by static electricity. Such components are called Electrostatically Sensitive Devices (ESDs); examples include integrated circuits and some fieldeffect transistors. The following techniques will reduce the occurrence of component damage caused by static electricity.
2. Immediately before handling any semiconductor components or assemblies, drain the electrostatic charge from your body by touching a known earth ground. Alternatively, wear a discharging wriststrap device. (Be sure to remove it prior to applying power - this is an electric shock precaution.)
3. After removing an ESD-equipped assembly, place it on a conductive surface such as aluminum foil to prevent accumulation of electrostatic charge.
4. Do not use freon-propelled chemicals. These can generate electrical charges that damage ESDs.
5. Use only a grounded-tip soldering iron when soldering or unsoldering ESDs.
6. Use only an anti-static solder removal device.
Many solder removal devices are not rated as antistatic; these can accumulate sufficient electrical charge to damage ESDs.
7. Do not remove a replacement ESD from its protective package until you are ready to install it.
Most replacement ESDs are packaged with leads that are electrically shorted together by conductive foam, aluminum foil or other conductive materials.
8. Immediately before removing the protective material from the leads of a replacement ESD, touch the protective material to the chassis or circuit assembly into which the device will be installed.
9. Minimize body motions when handling unpackaged replacement ESDs. Motions such as brushing clothes together, or lifting a foot from a carpeted floor can generate enough static electricity to damage an ESD.
2 ER-5200M/5240M Electronic Cash Register
Contents
Introduction 9
About the ER-5200M Series ...................................................................................................... 9
Using This Manual .................................................................................................................. 10
Using Flowcharts....................................................................................................... 11
Basic Features and Functions .................................................................................................. 12
Display ...................................................................................................................... 13
Receipt Printer........................................................................................................... 14
Journal Printer ........................................................................................................... 15
Control Lock ............................................................................................................. 16
Keyboards.................................................................................................................. 17
Initial Clear................................................................................................................ 19
Operations 21
Function Key Descriptions ...................................................................................................... 21
Clerk Sign-On/Sign-Off .......................................................................................................... 26
Direct Sign-On .......................................................................................................... 26
Coded Sign-On .......................................................................................................... 27
Receipt On and Off.................................................................................................................. 27
PLU Registrations.................................................................................................................... 28
NLU (Keyboard PLU) Entries .................................................................................. 28
Numeric PLU Entries ................................................................................................ 31
Modifier Entries ........................................................................................................ 33
Percentage Key (%) Registrations ........................................................................................... 34
Void and Correction Operations.............................................................................................. 37
Error Correct ............................................................................................................. 37
Previous Item Void.................................................................................................... 38
Merchandise Return .................................................................................................. 39
VOID Control Lock Position (Transaction Void) ..................................................... 40
Cancel........................................................................................................................ 41
Subtotal Operations ................................................................................................................. 42
Subtotal...................................................................................................................... 42
Add Check (Tray Subtotal) ....................................................................................... 42
Eat-In/Take-Out/Drive Thru Operations ................................................................... 43
Tax Shift Operations................................................................................................................ 44
Tendering Operations .............................................................................................................. 46
Cash........................................................................................................................... 46
Check......................................................................................................................... 46
Charge ....................................................................................................................... 47
Split Tender ............................................................................................................... 48
Post Tendering........................................................................................................... 48
Receipt on Request .................................................................................................................. 49
Training Mode ......................................................................................................................... 49
Clerk Interrupt ......................................................................................................................... 49
ER-5200M/5240M Electronic Cash Register 3
4
Non-Add Number ....................................................................................................................50
No Sale.....................................................................................................................................50
Received on Account ...............................................................................................................51
Paid Out ...................................................................................................................................51
Table Service Restaurant Operations.......................................................................................52
Overview ...................................................................................................................52
Posting Guest Checks Manually with the Previous Balance Key .............................54
Soft Check .................................................................................................................55
Hard Check................................................................................................................58
Fast Food Drive Thru ................................................................................................61
Promo Function .........................................................................................................62
Waste Function..........................................................................................................62
Charge Posting Operations ......................................................................................................63
Currency Conversion ...............................................................................................................66
Food Stamp Operations ...........................................................................................................67
Scale Operations ......................................................................................................................68
Direct Scale Entry......................................................................................................68
Manual Weight Entry ................................................................................................68
Scale With Automatic Tare Entry..............................................................................69
Scale With Manual Tare Entry ..................................................................................69
Integrated Payment Operations................................................................................................69
Management Functions
71
Introduction..............................................................................................................................71
Cash Declaration......................................................................................................................72
System Reports ........................................................................................................................74
Running a Report – General Instructions ..................................................................75
Report Table ..............................................................................................................76
S-Mode Programming
77
Overview..................................................................................................................................77
Clearing Memory .....................................................................................................................78
Memory All Clear......................................................................................................78
Clear All Totals and Counters ...................................................................................78
Clear Grand Total ......................................................................................................79
Clear PLU File...........................................................................................................79
Self Tests .................................................................................................................................79
EPROM Information................................................................................................................80
Memory Allocation..................................................................................................................81
Memory Expansion ...................................................................................................81
Memory Calculation Worksheet................................................................................81
Memory Allocation Program.....................................................................................82
Memory Allocation Program Scan ............................................................................83
Function Key Assignment Programming.................................................................................84
Function Key Codes ..................................................................................................85
ER-5240M Keyboard Expansion.............................................................................................86
RS-232 Communication Option Programs ..............................................................................87
RS-232 Option Chart.................................................................................................87
Updating Firmware Program ...................................................................................................89
Update Files...............................................................................................................89
PC Connection Cable ................................................................................................89
Update Boot Area ......................................................................................................90
Update Program Area ................................................................................................91
ER-5200M/5240M Electronic Cash Register
P-Mode Programming
93
Default Program ...................................................................................................................... 93
Tax Programming .................................................................................................................... 94
Straight Percentage Tax Rate Programming ............................................................. 95
Tax Table Programming............................................................................................ 96
PLU Programming................................................................................................................... 98
Program 100 - PLU Status Programming.................................................................. 99
Program 110 - PLU Auto Tare Programming ......................................................... 102
Program 150 - PLU Group Assignment .................................................................. 103
Program 200 - PLU Price/HALO Programming ..................................................... 104
Program 250 - PLU Stock Amount Programming .................................................. 105
Program 300 - PLU Descriptor Programming......................................................... 106
Program 350 - PLU Link Programming .................................................................. 109
Program 400 – PLU Delete Programming .............................................................. 110
Program 450 – PLU Mix and Match Programming ................................................ 111
System Option Programming................................................................................................. 112
System Option Table ............................................................................................... 113
System Options - Reference Information ................................................................ 116
Print Option Programming .................................................................................................... 118
Print Option Table ................................................................................................... 119
Function Key Programming .................................................................................................. 124
Program 70 - Function Key Options ....................................................................... 124
Program 80 - Function Key Descriptor ................................................................... 125
Program 90 - Function Key HALO ......................................................................... 126
Instructions for Currency Conversion Rate - Program 90....................................... 127
ADD CHECK - Function Key Options ................................................................... 128
CANCEL - Function Key Options .......................................................................... 128
CASH - Function Key Options ............................................................................... 129
CHARGE 1-8 - Function Key Options ................................................................... 130
CHECK - Function Key Options............................................................................. 131
CHECK CASHING - Function Key Options.......................................................... 132
CHECK ENDORSEMENT - Function Key Options .............................................. 132
CHECK # - Function Key Options.......................................................................... 133
DRIVE THRU / EAT IN / TAKE OUT - Function Key Options ........................... 134
ERROR CORRECT - Function Key Options.......................................................... 135
F/S Subtotal - Function Key Options ...................................................................... 135
F/S TEND - Function Key Options ......................................................................... 136
GUEST - Function Key Options ............................................................................. 136
#/NS - Function Key Options.................................................................................. 137
MDSE RETURN - Function Key Options .............................................................. 137
MODIFIER 1-5 - Function Key Options ................................................................ 138
PBAL - Function Key Options ................................................................................ 138
PROMO - Function Key Options ............................................................................ 139
PAID OUT 1-3 - Function Key Options ................................................................. 139
PRINT CHECK - Function Key Options ................................................................ 140
RECD ON ACCT 1-3 - Function Key Options....................................................... 140
SCALE - Function Key Options ............................................................................. 141
SERVICE - Function Key Options ......................................................................... 142
SUBTOTAL - Function Key Options ..................................................................... 142
TARE - Function Key Options................................................................................ 143
TAX EXEMPT - Function Key Options ................................................................. 144
TIP - Function Key Options .................................................................................... 145
VALIDATE - Function Key Options ...................................................................... 145
VOID - Function Key Options ................................................................................ 146
ER-5200M/5240M Electronic Cash Register 5
6
WASTE - Function Key Options ............................................................................146
%1-%5 Function Key Options.................................................................................147
Mix and Match Discount Programming ................................................................................148
Program 600 – Trip Level Programming.................................................................149
Program 601 – Price Programming .........................................................................149
Program 610 – Mix & Match Descriptor Programming..........................................150
Clerk Programming................................................................................................................151
Program 800 - Secret Code Programming...............................................................151
Program 801 - Drawer Assignment .........................................................................152
Program 810 - Clerk Descriptor Programming .......................................................152
Group Programming ..............................................................................................................153
Miscellaneous Programming .................................................................................................155
Program 1500 - Macro Key Sequence Programming..............................................155
Program 700 – Logo/Endorsement Message Programming ....................................156
Program 701 - Financial Report Descriptor Programming......................................157
Program 710 - Clerk Report Descriptor Programming............................................159
Program 711 - Macro Name Programming .............................................................161
Program 720 – DataTran Message Program............................................................162
Program 1000 - NLU Code Number Programming ................................................163
Program 1100 - Cash-In-Drawer Limit Programming ............................................164
Program 1200 - Check Change Limit Programming ...............................................165
Program 1300 - Date and Time Programming ........................................................166
Program 1400 - Scale Tare Weight Programming ..................................................167
Program 1600 - Machine Number Programming ....................................................168
Program Scans .......................................................................................................................169
Sample Reports
171
Financial ................................................................................................................................171
Time .......................................................................................................................................175
PLU........................................................................................................................................176
Clerk ......................................................................................................................................177
Individual Clerk .....................................................................................................................178
Groups ...................................................................................................................................179
Stock ......................................................................................................................................180
Open Check ...........................................................................................................................181
Balancing Formulas ...............................................................................................................182
Integrated Payment Appendix
183
One Day Example of Credit Authorization ...........................................................................183
Open Batch ..............................................................................................................183
Sample Transaction .................................................................................................184
Manual Card Entry ..................................................................................................185
Merchandise Return.................................................................................................185
Void Transaction .....................................................................................................186
Local Total Report...................................................................................................186
Tip (Gratuity) Entry.................................................................................................186
Close Batch..............................................................................................................187
Reset Mode Procedures .........................................................................................................188
DataTran Function Table.........................................................................................188
Initialize EFT...........................................................................................................188
Clear Curr Batch......................................................................................................188
Chg Batch Number ..................................................................................................189
Issue Local Total .....................................................................................................189
ER-5200M/5240M Electronic Cash Register
Issue Transaction..................................................................................................... 190
Issue Batch Status.................................................................................................... 190
Dial In Load/Dial Out Load .................................................................................... 191
Required ECR Programs........................................................................................................ 191
Local Transaction Report Key............................................................................................... 191
Index 195
ER-5200M/5240M Electronic Cash Register 7
8 ER-5200M/5240M Electronic Cash Register
Introduction
About the ER-5200M Series
The ER-5200M Series is offered in two different versions:
• The ER-5200M features a flat 160-position keyboard with 117 NLU keys. Because it offers protection from spills, this keyboard works best in restaurants, food service shops, or convenience stores where food is served.
• The ER-5240M features a 90-position keyboard with traditional raised keys. In the standard configuraton, the keyboard provides 15 NLU keys – it can be expanded to 40
NLU keys. The ER-5240M works best in retail stores, or shops where it is not necessary to place a large number of preset item keys on the keyboard.
This manual includes instructions for both models. The keyboard is the only significant difference between the two models. All other features are the same, unless otherwise noted.
ER-5200M/5240M Electronic Cash Register 9
Using This Manual
With this manual we hope to provide you with a means to use your SAM4s cash register to its fullest potential.
This manual is divided into six sections:
• "Introduction" on page 9, explains basic features and functions.
• "Operations" on page 21, guides you through the basic operation sequences.
• "Management Functions" on page 71, explains manager controlled functions, along with reports and balancing information.
• "S-Mode Programming" on page 77 provides instructions for secure programming – usually done by the installing dealer prior to installation.
• “P-Mode Programming” on page 93 provides complete programming instructions, including PLU, function key programs, and system options. This section is recommended for use by storeowners and managers. Call your SAM4s dealer if you find you need programming assistance.
“
10 ER-5200M/5240M Electronic Cash Register
• Sample Reports” on page 171 provides a sample of each register report.
The SAM4s ER-5200M/5240M allows many different configurations. This manual was written with this in mind. Although we have tried to touch on all available options, your machine may differ.
If you have questions concerning the configuration of your ER-5200M/5240M, contact your authorized SAM4s dealer.
Using Flowcharts
Flowcharts are used to supplement step-by-step instructions throughout this manual. For example, the following flowchart describes how to register $1.00 into the PLU1 key:
1 0 0 PLU #1
This flowchart means:
1. Press numeric key 1.
2. Press numeric key 0.
3. Press numeric key 0.
Follow the flowchart from left to right, pressing the keys in the order they are shown. Numeric keypad entries are shown as square keys. PLU and function keys are shown as rectangular keys.
ER-5200M/5240M Electronic Cash Register Introduction • 11
Basic Features and Functions
The SAM4s ER-5200M/5240M electronic cash register is designed to fit into many different retail and restaurant environments.
Standard Features Include:
• Separate receipt and journal thermal printers, featuring easy drop-and-print paper loading and an optional receipt auto cutter.
• Cash drawer with 5 bill and 5 coin compartments.
• A two-line 16-character backlit LCD display and a 10-character and rear pop up display.
• 7-position control lock.
• 24-hour real-time clock with automatic day and date change.
• Four tax rates with value added tax (VAT) capability. Each tax rate is programmable for tax table look-ups and/or straight percentage tax programming. Tax rate 4 may be programmed to accommodate Canadian goods and services tax (GST).
• Memory allocation system and optional memory expansion supports the following system features:
Operation for up to 99 clerks or cashiers with separate report totals. Your SAM4s dealer can provide an optional second drawer.
1000 Price Look Ups (PLUs), up to a maximum of 10,000 PLUs are available for open or preset item registration. (The exact number of PLUs is determined by memory allocation. Memory expansion is required to support PLU files larger than the default quantity of 1000.) For direct registrations, up to 117 PLUs are on the
ER-5200M keyboard, up to 40 PLUs are on the ER-5240M keyboard.
20 group totals, up to a maximum of 99 group totals are available to accumulate totals of individual PLUs that are assigned to each group. Each PLU can be assigned to up to three different groups.
Hard or soft check tracking for up to 500 guest checks, with soft checks containing up to 50 lines of items.
20, up to a maximum of 99 Mix and Match PLU discount tables.
• Up to 5 PLU modifier keys (i.e. small, medium, and large).
• A programmable keyboard allowing customized placement of functions, as they are needed. (See "Function Key Descriptions" on page 21 for a list of available functions).
• Function keys for posting charges and payments to accounts or guest checks. You can choose manual previous balance posting or automatic balance tracking..
• Food stamp sorting and tendering for stores that accept food stamp payments.
• Check, Cash, and up to eight Charge keys.
• Management X and Z reports.
• Two RS-232C communication ports for connection to an optional POS peripheral. The
ER-5200M series can connect to a scale, kitchen printer, scanner, coin dispenser, pole display, modem, DataTran integrated payment appliance, or a PC for polling and/or programming.
12 • Introduction ER-5200M/5240M Electronic Cash Register
Display
The ER-5200M/5240M comes with a two-line 16-character backlit LCD display.
As items are registers, the item description will display on the first line; price and quantity information will display on the second line. Additional information and error messages will display as appropriate, and may be accompanied by an error tone.
Messages and Error Conditions
SEQUENCE ERROR
PLU NO DATA ERR
CLERK ERROR
AMOUNT CNT ERR
LANTRAN ERR
COMM ERROR
TIME ERROR
OVER LIMIT ERR
INACTIVE ERROR
X MODE ONLY
NON ADD ERROR
ADD CHECK ERR
CONDIMENT ERROR
REQ. EATIN FUNC
STOCK ERROR
DRAWER ERROR
REQ. GUEST #
SCALE ERROR
CLERK NO MATCH
COMPULSORY TARE
REQ. DECLARATION
OFF LINE ERROR
REQ. ENDORSEMENT
CONSOL OVER
REQ. SUBTOTAL
PROMO ERROR
CHECK OPEN ERR
REQ. PASSWORD
NO VOID PLU
REQ. PORT SETUP
REQ PRESET VALUE
REQ. OPEN VALUE
REQ. AMOUNT
REQ. PAYMENT
INVALID FUNC.
REQ. TABLE #
REQ. PBAL
REQ. CHECK #
ONLY ONE TABLE
REQ. VALID
RECPT PAPER END
RECPT NEAR END
COVER OPEN ERR
CUTTER JAM ERR
J PAPER END
J NEAR END
POWER FAIL ERR
CHARGE POST ERR
ER-5200M/5240M Electronic Cash Register Introduction • 13
Receipt Printer
• SMT-210
• Print speed: 13.3 lines per second
• Print columns: 32
• Paper size: 2 ¼” (58mm) width
• Auto cutter (optional)
Sample Receipt
ER-5200M
ELECTRONIC
CASH REGISTER
SIX LINE
PROGRAMMABLE
PREAMBLE MESSAGE
DATE 10/15/2002 SUN TIME 08:37
HAMBURGER T1 $1.00
TAX1 AMT $0.06
TOTAL $1.06
CASH $10.00
CHANGE $8.94
ER-5200M
ELECTRONIC
CASH REGISTER
SIX LINE
PROGRAMMABLE
POSTAMBLE MESSAGE
CLERK 1 No.000001 00001
User defined graphic logo
6 line programmable preamble message
Date/Day
6 line programmable postamble
Clerk/Consecutive #/
Register #
User defined graphic logo
14 • Introduction ER-5200M/5240M Electronic Cash Register
Journal Printer
• SMT-210
• Print speed: 13.3 lines per second
• Print columns: 32 (condensed format)
• Paper size: 2 ¼” (58mm) width.
Sample Journal
D A T E 1 0 / 1 5 / 2 0 0 2 S U N T I M E 0 8 : 3 7
H A M B U R G E R T 1 $ 1 . 5 0
C O U P O N T 1 $ - 0 . 5 0
T A X 1 A M T $ 0 . 0 6
T O T A L $ 1 . 0 6
C A S H $ 1 0 . 0 0
C H A N G E $ 8 . 9 4
C L E R K 1 N o . 0 0 0 0 0 1 0 0 0 0 1
D A T E 1 0 / 1 5 / 2 0 0 2 S U N T I M E 0 8 : 3 8
H A M B U R G E R T 1 $ 1 . 0 0
T A X 1 A M T $ 0 . 0 6
T O T A L $ 1 . 0 6
C A S H $ 1 0 . 0 0
C H A N G E $ 8 . 9 4
C L E R K 1 N o . 0 0 0 0 0 2 0 0 0 0 1
Journal print can be condensed to save paper, or can be printed in normal size.
Negative items can be printed in reverse print to facilitate journal review (see “System Option
Programming” on page 112.)
ER-5200M/5240M Electronic Cash Register Introduction • 15
Control Lock
The control lock has 7 positions, accessed with 5 keys. Each ECR is shipped with two full sets of keys.
OFF
VOID Use to void (correct) items outside of a sale.
VOID REG
OFF
The register is inoperable.
X
REG
X
Use for normal registrations.
Use to read register reports.
Z
Z Use to read register reports and reset totals to zero.
P
S
P Use to program the register.
S
The S position is a hidden position reserved for dealer
access.
Before performing any operations in Register Mode a clerk must be signed on. See “Clerk Sign-
On/Sign-Off” for a description of clerk operations.
Control Keys
The ER-5200M/5240M includes two sets of keys that may be used to access the following control lock positions.
Key Positions Accessible
REG
VOID
Z
P
C
OFF, REG
VOID, OFF, REG, X
VOID, OFF, REG, X, Z
VOID, OFF, REG, X, Z, P
ALL POSITIONS
Note: Keys may be removed from the control lock in the OFF or REG positions.
16 • Introduction ER-5200M/5240M Electronic Cash Register
Keyboards
ER-5200M Keyboard
The ER-5200M keyboard includes 160 key positions with the default legends and key assignments as shown below. The keyboard legend sheet can be replaced by lifting the protective plastic cover.
Programmable key locations are shown with a bold border.
RECT
FEED
DETL
FEED
RCPT
ON/OFF
TAX 1
SHIFT
F/S
SHIFT
PAID
OUT
TAX 2
SHIFT
CHECK
#
RECD
ACCT
CLERK
F/S
SUB
% 1 SERVICE
VOID
F/S
TEND
% 2
ERROR
CORR
RETURN
EAT
IN
% 3 #/NS CANCEL
TAKE
OUT
CLEAR
PLU X/TIME
CHARGE
2
7 8 9
CHARGE
1
4 5 6
CHECK
SBTL
1 2 3
.
CASH
0 00
ER-5200M/5240M Electronic Cash Register Introduction • 17
ER-5240M Keyboard – Default 15 NLU Configuration
The ER-5240M keyboard is shown below with the default legends and key assignments. This configuration has 15 keyboard NLU locations and can be expanded to 40 NLU locations.
Programmable key locations are shown with a bold border.
RECT
FEED
DETL
FEED
RCPT
ON/OFF
#/NS TAX 1 TAX 2
F/S
SHIFT
RECD
ACCT
PAID
OUT
MACRO
1
MACRO
2
MACRO
3
MACRO
4
MACRO
5
CLERK
ERROR
CORR
VOID
P
L
U
CANCEL RETURN
% 1 % 3
% 2 % 4
7
4
1
0
CLEAR
8
5
2
00
X/TIME
9
6
3
.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
F/S
SUB
CHARGE
1
F/S
TEND
CHARGE
2
CHECK
SBTL
CASH
ER-5240M Keyboard – Expanded 40 NLU Configuration
RECT
FEED
ERROR
CORR
VOID
DETL
FEED
RCPT
ON/OFF
P
L
U
7
#/NS
CLEAR
8
TAX 1 TAX 2
F/S
SHIFT
X/TIME
9
1
2
6
7
RECD
ACCT
11
12
PAID
OUT
16
17
MACRO
1
MACRO
2
MACRO
3
MACRO
4
MACRO
5
CLERK
21
22
26
27
31
32
36
37
F/S
SUB
CHARGE
1
F/S
TEND
CHARGE
2
CANCEL RETURN
4 5 6
3 8 13 18 23 28 33 38
CHECK
% 1 % 3 1 2 3 SBTL
4 9 14 19 24 29 34 39
% 2 % 4 0 00
.
5 10 15 20 25 30 35 40
CASH
18 • Introduction ER-5200M/5240M Electronic Cash Register
Initial Clear
CAUTION: Do not share this information with unauthorized users. Distribute the P Mode key only to those you may want to perform this function.
The initial clear function allows you to exit any register activity and return to a beginning or cleared state. Any transaction that is in progress will be exited and totals for that transaction will not be updated.
Here are some reasons you may want to perform an initial clear:
• The register is in an unknown state, and you wish to exit the current program or transaction without following normal procedures.
• You have performed a function that includes a compulsory activity and you wish to bypass the compulsion.
• An initial clear may be necessary as part of servicing, or troubleshooting.
Perform this procedure only as necessary. Contact your SAM4S dealer first if you have questions about operating or programming your SAM4s ER-5200M/5240M.
To Perform an Initial Clear:
1. Turn the power switch located on the right side of the register to the OFF position.
2. Turn the control lock to the P position.
3. Press and hold the key position where the SBTL key is located on the default keyboard layout.
4. While continuing to hold the SBTL key, turn the power switch to the ON position.
5. The message "INITIAL CLEAR OK!” prints when the initial clear is complete.
ER-5200M/5240M Electronic Cash Register Introduction • 19
20 • Introduction ER-5200M/5240M Electronic Cash Register
Operations
Function Key Descriptions
Keys are listed in alphabetical order. Many of the keys described below are not included on the default keyboard. See “Function Key Assignment Programming ” on page 84 to add or change programmable keys.
Keyboard Legend Description
#/NS
X/TIME
00, 0-9, Decimal
ADD CHECK
CANCEL
CASH
Use as a non-add key to print a numeric entry (up to 9-digits) on the receipt and journal. This entry will not add to any sales totals. The #/NS key is also used to open the cash drawer without making a sale.
Use to multiply a quantity of items or calculate split pricing on PLU entries.
Use to make numeric entries in REG, X, Z, VOID, or P positions. The decimal key is used for decimal or scale multiplication, when setting or entering fractional percentage discounts, or when programming fractional tax rates. Do not use the decimal key when making amount entries into
PLUs.
Use to combine individual trays (such as in a cafeteria situation). Each tray subtotal can advance the consecutive number, depending on programming.
Cancels a transaction without updating PLU, or function key totals. The
Cancel function may only be used prior to tendering. Once tendering begins, the Cancel function may no longer be used. The CANCEL key corrects the appropriate totals and counters and the Financial report records total of transactions canceled.
Use to finalize cash sales. Calculates the sale total including tax and opens the cash drawer. Change computation is allowed by entering an amount before pressing the CASH key. The cash drawer will open only if the amount tendered is equal to or greater than the total amount of the sale. Post tendering is also available should a second change calculation be necessary. Re-enter the tendered amount and press the
CASH key to show the new change computation.
Press the CASH key a second time to issue a buffered receipt (up to 200 lines) when the receipt on/off function is OFF.
ER-5200M/5240M Electronic Cash Register Operations • 21
Keyboard Legend
CHECK
CHECK CASHING
CHECK ENDORSEMENT
CHARGE (1-8)
CHECK #
CLEAR
CLERK
CONV (1-4)
DETAIL FEED
Description
Use to finalize check sales. Calculates the sale total including tax, finalizes the sale, and opens the cash drawer. Change computation is allowed by entering an amount before pressing the CHECK key. The cash drawer will open only if the amount tendered is equal to or greater than the total amount of the sale. Change issued will be subtracted from the cash-in-drawer total.
Use to exchange a check for cash. Cash-in-drawer and check-in-drawer totals are adjusted.
Use to print a check endorsement message on an optional slip printer. See
“Programming the Receipt/Check Endorsement Message” on page 156 to program an endorsement message.
Use to finalize charge sales. Calculates the sale total including tax, finalizes the sale, and opens the cash drawer. Change computation is allowed by entering an amount before pressing the CHARGE key.
The cash drawer will open only if the amount tendered is equal to or greater than the total amount of the sale. Change issued will be subtracted from the cash-in-drawer total.
The CHECK # key is used to begin a new, or access an existing balance (hard check) or itemized bill (soft check).
Check track numbers that are entered manually may be set at a fixed length of one to nine digits. Check track numbers assigned automatically will begin with #1.
Existing checks are accessed by entering the check track number and pressing the CHECK # key.
Use to clear entries made into the 10 key numeric pad or X/TIME key before they are printed. Also used to clear error conditions.
The register will not operate in register mode unless a clerk has been signed on. Direct or secret code sign on procedures accomplishes clerk sign-on.
All entries made on the register will report to one of the 10 clerk totals.
When a clerk is signed on, all entries following will add to that clerk’s total until another clerk is signed on.
To sign a clerk off, enter 0 (zero) and then press the CLERK key. The
“CLOSEd” message displays. The register cannot be operated until another clerk is signed on. The current clerk must first be signed off before another clerk may be signed on.
The currency conversion function, allowed after subtotal, converts and displays the new subtotal at a preprogrammed exchange rate. Tendering is allowed after using the currency conversion function. Change is calculated and issued in home currency. The amount of foreign currency tendered is stored in a separate total on the Financial report, but not added to the drawer total.
Advances the detail paper one line, or continuously until the key is released.
22 • Operations ER-5200M/5240M Electronic Cash Register
Keyboard Legend
EAT-IN
TAKE OUT
DRIVE THRU
ERROR CORR
F/S SHIFT
F/S SUB
F/S TEND
FINALIZE
GUEST #
MACRO (1-10)
MDSE RETURN
MODIFIER (1-5)
P/BAL
PAID OUT (1-3)
% 1 - % 5
PLU
PAYMENT
PAY TENDER
ER-5200M/5240M Electronic Cash Register
Description
Eat-In, Take Out and Drive Thru are subtotal functions. In areas that have different tax rules for eat-in and take out sales, the EAT-IN,
TAKE OUT and DRIVE THRU keys can be programmed to automatically charge or exempt taxes.
Sales may not be split between Eat-In, Take Out and Drive Thru.
The EAT-IN, TAKE OUT and DRIVE THRU keys maintain separate totals on the Financial report.
Use to correct the last entry. The ERROR CORR key corrects the appropriate totals and counters.
When pressed before a PLU entry, the F/S SHIFT key reverses the preprogrammed food stamp status of the PLU. For example, an item not food stamp eligible can be made food stamp eligible.
Displays the amount of the sale that is food stamp eligible.
Use to tender food stamps for eligible sales.
Pressing before closing a check will close the account and the account number will no longer be reported on the open check report. The system option for charge posting must be set to “Y” in order to use this function.
Use to enter the count of guests served.
Macro keys may be programmed to record, and then later perform, up to
50 keystrokes. For example, a macro key could be set to tender (preset tender) a common currency, such as $5 into the cash key.
Used to return or refund merchandise. Returning an item will also return any tax that may have been applied.
The MODIFIER key alters the next PLU registered, either by changing the code number of the PLU so that a different item is registered, or by adding the modifier descriptor (and not changing the code of the subsequent PLU.)
Use to enter the amount of an outstanding balance.
Use to record money taken from the register to pay invoices, etc. The paid out amount subtracts from the cash-in-drawer total. Paid outs are allowed outside of a sale only.
Up to five % keys may be placed on the keyboard. Each % key is set with a specific function, such as item discount or surcharge, or sale discount or surcharge. The percent rate may be entered or preprogrammed, or the percent keys can be programmed with a negative open or preset price, thus acting as coupon keys.
The PLU key is used to register price lookups by number entry. PLUs can be programmed open or preset, and positive or negative.
Press to make a payment, partial payment, or pre-payment while posting to a check (account). If the payment amount exceeds the check balance, a credit balance will be maintained. The system option for charge posting must be set to “Y” in order to use this function.
Functions like the Payment key, except if the payment amount exceeds the check balance, the overpayment will be issued as change and the account balance will be zeroed. The system option for charge posting must be set to “Y” in order to use this function.
Operations • 23
Keyboard Legend
PRINT CHECK
PROMO
RECT FEED
RCPT ON/OFF
RECD ACCT (1-3)
SCALE
SERVICE
SBTL
TABLE #
TARE
TAX EXEMPT
TAX (1-4) SHIFT
TIP
VOID
VALIDATION
24 • Operations
Description
Use to print a guest check. The check can be printed on an optional (RS-
232C) printer, or can be printed on the receipt printer. The PRINT
CHECK key can be set to automatically service the check.
The PROMO key allows you to account for promotional items, as in "buy two, get one free". Pressing this key will remove an item's cost from the sale, but will include the sale of the item in the item's sales counter.
Advances the receipt paper one line, or continuously until the key is released.
When 'OFF' no receipt will print during a sale. (If the receipt is off, a buffered receipt is available by pressing the CASH key a second time.)
The RA (received on account) key is used to record media loaned to the cash drawer, or payments received outside of a sale. The cash drawer will open. The amount received adds to the cash-in-drawer total.
Use to make weight entries. When a scale is attached, press the scale key to show the weight in the display, then press (or enter) a PLU to multiply the weight times the price. When a scale is not attached, you can enter the weight (using the decimal key for fractions). PLUs may be programmed to require an entry through the scale key.
Use to temporarily finalize Previous Balance or Check/Table tracking transactions.
Displays subtotal of sale including tax. Must be pressed prior to a sale discount or sale surcharge.
Tracks the current balance for a guest check or table.
Tares are container weights. If you are using the scale function, you can preset up to 5 different tare weights. The tare can be subtracted automatically when a specific PLU is registered, or manually inputting the tare number and pressing the TARE key can subtract the tare. Tare #5 can be programmed for entering tare weights manually.
Press the TAX EXEMPT key to exempt tax 1, tax 2, tax 3, and/or tax 4 from the entire sale.
When pressed before a PLU entry, the tax shift keys reverse the tax status of the PLU, i.e., a PLU with non-tax status would become taxable or a
PLU with tax status would become non-taxable.
The TIP key allows a gratuity to be added to a guest check before payment. The tip amount is deducted from the Cash-in-Drawer amount for the Clerk/Cashier closing the guest check.
The TIP key may be programmed as either a percentage or amount. If programmed as a percentage, tax programming defines whether the percentage is calculated on the net amount, or the amount after taxes.
Use to correct an item entered earlier within a sale. The VOID key corrects the appropriate totals and counters. To correct the last item, use the ERROR CORR key. For void operations outside of a sale
(Transaction Void), use the VOID position on the control lock. The
Financial report records totals for each type of void separately.
If you are using an optional slip printer, you can press the VALIDATION key to print a three-line validation on a separate form or piece of paper.
Any item registration, discount or payment may be validated
ER-5200M/5240M Electronic Cash Register
Keyboard Legend
WASTE
Description
The WASTE key allows control of inventory by accounting for items that must be removed from stock due to spoilage, breakage or mistakes. Press the WASTE key before entering wasted items, and then press the
WASTE key again to finalize. The WASTE key may be under manager control, requiring the control lock to be in the X position. The WASTE key is not allowed within a sale.
ER-5200M/5240M Electronic Cash Register Operations • 25
Clerk Sign-On/Sign-Off
See "System Option Programming”, to review your clerk options: (System option #2 allows you to select direct or code entry sign on, option #3 allows you to select stay-down or pop-up operation, and option #26 allows you select clerk interrupt operations.)
Depending on how your machine has been programmed, sign-on will take place only at the beginning of a shift (stay-down), or may have to be repeated for each transaction (pop-up). Normally, if your machine has been programmed for stay-down clerks, the clerk currently signed on must be signed off before another clerk may be signed on. If you have selected the clerk interrupt option, a new clerk can be signed on in the middle of a transaction. In this circumstance, the initial transaction is suspended.
When the interrupt transaction is completed, the suspended transaction can be continued.
Check with your store manager to see which options have been selected for your register.
Before any transaction may take place, a clerk must be signed on. Clerk sign-on is accomplished in one of two ways:
Direct Sign-On
If the direct sign-on method is selected, enter the clerk number and press the clerk key.
CLERK
DATE 10/15/2002 SUN TIME 08:37
================================
CLERK LOG IN
================================
CLERK 1 01
CLERK LOG IN TIME 09:06
CLERK 1 No.000001 00001
Clerk # (1-10)
To sign the clerk off, enter 0 (Zero) and press the clerk key.
0 CLERK
DATE 10/15/2002 SUN TIME 08:37
================================
CLERK LOG OUT
================================
CLERK 1 01
CLERK LOG OUT OUT 09:06
CLERK 1 No.000001 00001
26 • Operations ER-5200M/5240M Electronic Cash Register
Coded Sign-On
If the code entry sign-on method is selected, press the clerk key, enter the clerk code, and then press the clerk key again.
CLERK CLERK
Clerk Code (up to 6 digits)
To sign the clerk off, enter 0 (Zero) and press the clerk key.
0 CLERK
Receipt On and Off
The RECEIPT ON/OFF function key may or may not be located on your keyboard. (The RECEIPT
ON/OFF key is located on the default keyboard.)
If The RECEIPT ON/OFF Key Is Located On The Keyboard
If The RECEIPT ON/OFF Key Is Not Located On The Keyboard
1. Turn the control lock to the X position.
2. To turn the receipt off, enter 9 9, press the SBTL key. Enter 1, press CASH.
9 9 SBTL 1 CASH
3. To turn the receipt on, enter 9 9, press the SBTL key. Enter 0, press CASH.
9 9 SBTL 0 CASH
ER-5200M/5240M Electronic Cash Register Operations • 27
PLU Registrations
All registrations on ER-5200M/5240M are made into open or preset PLUs.
• In place of traditional department keys, NLU (number look up) keys are located directly on the keyboard. NLU keys are programmed to access a specific PLU. In the default configuration NLU key #1 will access PLU #1. See “Program 1000 - NLU Code
Number Programming” on page 163 if you wish to change the PLU assigned to a NLU key.
• When more items or categories are needed than the number of PLUs available on the keyboard, registrations can be into PLUs by entering the PLU code number and pressing the PLU key on the keyboard, or if an optional scanner is used, items can be registered by scanning the item.
This system simplifies reporting by listing all items (regardless of how they are entered) on the PLU report, while reporting for groups of items or categories is available from the Group report.
NLU (Keyboard PLU) Entries
As you make PLU registrations, you can follow your entries by viewing the display. The digit marked
RPT counts items as they are repeated or multiplied.
In the following examples:
• PLU1 is programmed for open entries, and is taxable by Tax 1.
• PLU2 is programmed for open entries, and is taxable by Tax 2.
• PLU3 is programmed with a preset price of $3.00, and is taxable by Tax 1 and Tax 2.
• Tax 1 is programmed at 5%; Tax 2 is programmed at 10%.
28 • Operations ER-5200M/5240M Electronic Cash Register
1 0 0
DATE 10/15/2002 SUN TIME 08:37
PLU 1
PLU1 T1 $1.00
TAX1 $0.05
CASH
TOTAL $1.05
CASH $1.05
CLERK 1 No.000001 00001
Open Keyboard
PLU Entry
1 0 0
DATE 08/15/2002 SUN TIME 03:15
PLU 3
PLU3 T12 $3.00
PLU 1
PLU1 T1 $1.00
PLU1 T1 $1.00
PLU 1
CASH
TAX1 $0.25
TAX2 $0.30
TOTAL $5.55
CASH $5.55
CLERK 1 No.000001 00001
Single Preset
PLU
Single Open PLU
Repeat PLU Item
5 0
2
0
X/TIME
PLU 2
CASH
DATE 08/15/2002 SUN TIME 03:15
2X @5.00
PLU2 T2 $10.00
TAX2 $1.00
TOTAL $11.00
CASH $11.00
CLERK 1 No.000001 00001
Multiple Quantity of a PLU Entry
ER-5200M/5240M Electronic Cash Register Operations • 29
2 5
3
0
5
1
0
0
DATE 08/15/2002 SUN TIME 03:15
X/TIME
PLU 1
PLU 3
CASH
1X @25.00
PLU1 T1 $25.00
PLU3 T12 $3.50
TAX1 $1.43
TAX2 $0.35
TOTAL $30.28
CASH $30.28
CLERK 1 No.000001 00001
HALO Override on PLU Entry
Preset Override of a Keyboard
PLU
1 0
2
3
0
DATE 08/15/2002 SUN TIME 03:15
X/TIME
X/TIME
PLU 1
CASH
2@3FOR @1.00
PLU1 T1 $0.67
TAX1 $0.03
TOTAL $0.70
CASH $0.70
CLERK 1 No.000001 00001
Split Pricing PLU
Entry
30 • Operations ER-5200M/5240M Electronic Cash Register
Numeric PLU Entries
In the following examples:
• PLU510 is programmed open, and is taxable by Tax 1.
• PLU520 is programmed open, and is taxable by Tax 2.
• PLU530 is programmed with a preset price of $1.50, and is taxable by Tax 1 and Tax 2.
• PLU540 is programmed with a preset price of $2.50, and is non-taxable.
5 4 0 PLU
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU540 $2.50
TOTAL $2.50
CASH $2.50
CLERK 1 No.000001 00001
Preset PLU Entry
5
1
1
0
0
0
PLU
PLU
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU510 T1 $1.00
TAX1 $0.05
TOTAL $1.05
CASH $1.05
CLERK 1 No.000001 00001
Single Open PLU
Entry
5 4 0 PLU
PLU
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU540 $2.50
PLU540 $2.50
TOTAL $5.00
CASH $5.00
CLERK 1 No.000001 00001
Single Preset
PLU Entry
Repeat Entry
ER-5200M/5240M Electronic Cash Register Operations • 31
2
5 1
1 0
2
0
0
X/TIME
PLU
PLU
CASH
DATE 08/15/2002 SUN TIME 03:15
2X @1.00
PLU510 T1 $2.00
TAX1 $0.10
TOTAL $2.10
CASH $2.10
CLERK 1 No.000001 00001
Multiple Quantity of a Open PLU
Entry
5 1
5 0
1
0
0
X/TIME
PLU
PLU
CASH
DATE 08/15/2002 SUN TIME 03:15
1X @25.00
PLU510 T1 $25.00
TAX1 $1.25
TOTAL $26.25
CASH $26.25
CLERK 1 No.00001 00000
HALO Override on PLU Entry
5
1
1
0
2
3
0
0
X/TIME
X/TIME
PLU
PLU
DATE 08/15/2002 SUN TIME 03:15
2@3FOR @1.00
PLU510 T1 $0.67
TAX1 $0.03
TOTAL $0.70
CLERK 1 No.00001 00000
CASH
Split Pricing PLU
Entry
32 • Operations ER-5200M/5240M Electronic Cash Register
Modifier Entries
Pressing a modifier key alters the next PLU registered, either by changing the code number of the PLU so that a different item is registered, or by just adding the modifier descriptor and registering the same
PLU. See "Modifier 1-5" in the "Program Mode Programming" chapter in order to determine how the modifier key will affect the PLU entry.
Modifiers can be:
• stay down so that registrations will be modified by the same modifier until another modifier is selected,
• pop-up after each item to register, for example large, medium or small soft drink,
• pop-up after each transaction to register, for example, toppings of various pizza sizes.
See "System Options" in the "Program Mode Programming" chapter to select stay down/pop-up status.
Pop-Up Modifier Key Affecting PLU Code
1. Press a preset PLU key. For example, press
PLU 1 with a price of $1.00.
PLU 1
MOD 1
3. Press the same PLU key. In this example the modifier 1 will add the digit 1 to the third
PLU # position, resulting in the registration of PLU #101.
PLU 1
4. Press another PLU key. In this example press PLU 2 with a price of $1.50.
DATE 08/15/2002 SUN TIME 03:15
PLU1 $1.00
PLU101 $2.00
PLU2 $1.50
TOTAL $4.50
CASH $4.50
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register Operations • 33
Percentage Key (%) Registrations
There are three percentage keys on the default ER-5200M keyboard; there are four percentage keys on the default ER-5240M keyboard. Through "Function Key Assignment Programming" (see page 84) up to five percentage keys may be placed on the keyboard. Each key is individually programmable to add or subtract, from an individual item or from a sale total, amounts (coupons) or percentages. You can also program the percentage key taxable or non-taxable, so that sales taxes are calculated on the net, or gross amount of the item or sale.
The operation examples in this section show the percentage key in a variety of configurations. See
"%1-%5 Function Key Options” on page 147 to assign a specific function to each percentage key.
1 0 0 PLU 1
%1
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $1.00
% 1
AMOUNT T1
10.000%
$0.10
Preset 10%
Surcharge on an
CASH
TOTAL $1.16
CASH $1.16
CLERK 1 No.000001 00001
1 0 0 PLU 1
SBTL
% 1
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $1.00
Preset 10%
% 1 -10.000%
Discount on a
AMOUNT T1 -0.10
Sale
TAX1 $0.05
TOTAL $0.95
CASH $0.95
CLERK 1 No.000001 00001
34 • Operations ER-5200M/5240M Electronic Cash Register
1
1
0
0
0
0
0
0
PLU #1
PLU #4
SBTL
% 1
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $10.00
Preset 10%
% 1
AMOUNT T1
10.00%
$2.00
Sale
TAX1 $0.55
TOTAL $22.55
CASH $22.55
CLERK 1 No.000001 00001
1 0
2
0
5
PLU #1
% 1
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1
PLU1 CT1
$1.00
-0.25
Store Coupon
Entry
PLU #1
CASH
CLERK 1 No.000001 00001
2 0
1
0
2
0
DATE 08/15/2002 SUN TIME 03:15
PLU #1
X/TIME
% 1
PLU #1
CASH
PLU1 T1 $2.00
Multiple Store
2X @0.10
Coupon Entry
PLU1 CT1 -0.20
(Open Amount
TAX1 $0.09
Discount on an
TOTAL $1.89
Item)
CASH $1.89
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register Operations • 35
1 0 0 PLU #1
% 2
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1
PLU1 CT1
TAX1
$1.00
-0.50
$0.03
PLU #1
Preset Store
Coupon
(Preset Amount
CASH
CLERK 1 No.000001 00001
1 0
2
0
5
DATE 08/15/2002 SUN TIME 03:15
PLU #1
SBTL
% 1
CASH
PLU1 T1 $1.00
Vendor Coupon
%1 T1 -0.25
Entry
TAX1 $0.04
(Open Amount
TOTAL $0.79
Discount on a
Sale)
CLERK 1 No.000001 00001
1 0
1
0
2
0
PLU #1
SBTL
X/TIME
% 1
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $1.00
Multiple Vendor
2X @0.10
Coupon Entry
%1 T1 -0.20
(Open Amount
TAX1 $0.04
Discount on a
TOTAL $0.84
Sale)
CASH $0.84
CLERK 1 No.000001 00001
36 • Operations ER-5200M/5240M Electronic Cash Register
1 0 0 PLU #1
SBTL
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1
%1 T1
TAX1
$1.00
-0.50
$0.03
% 2
Preset Vendor
Coupon Entry
(Preset Amount
CASH
CLERK 1 No.000001 00001
Void and Correction Operations
Error Correct
The error correct function voids the last item entered, provided no other key has been pressed.
1 0 0 PLU #1
1 0 0 PLU #4
ERROR
CORR
PLU #3
ERROR
CORR
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $1.00
PLU4 $2.00
ERRCORR-------------------------
Error Correction
PLU4 -2.00
PLU3 T12 $3.00
ERRCORR-------------------------
PLU3 T12
TAX1
-3.00
$0.05
TOTAL $1.05
CASH $1.05
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register Operations • 37
Previous Item Void
The previous item void function allows the correction of any item previously entered in the current transaction.
1
2
1
5
0
0
0
5
0
0
0
0
0
PLU #2
PLU #1
PLU #4
VOID
PLU #1
VOID
PLU #2
DATE 08/15/2002 SUN TIME 03:15
PLU2 T2
PLU1 T1
$0.50
$1.00
PLU4 $2.00
Previous Item
VOID----------------------------
Void
PLU1 T1 -1.00
VOID----------------------------
PLU2 T2 -0.50
TOTAL $2.00
CASH $2.00
CLERK 1 No.000001 00001
CASH
38 • Operations ER-5200M/5240M Electronic Cash Register
Merchandise Return
Merchandise returns may be registered as part of a separate transaction, or as part of a transaction where other merchandise is sold. Press the RETURN key before entering the related PLU. Tax is credited if the item being returned is taxable.
RETURN
5 0 0
3
PLU #1
RETURN
X/TIME
DATE 08/15/2002 SUN TIME 03:15
MDSE RETURN*********************
PLU1 T1 -5.00
MDSE RETURN*********************
Merchandise
Return
3X @2.00
PLU4 -6.00
TAX1 -0.25
2 0 0 PLU #4
Return
CASH
CLERK 1 No.000001 00001
1 0
DATE 08/15/2002 SUN TIME 03:15
RETURN
0
MDSE RETURN*********************
Merchandise
PLU #4
%1
CASH
TOTAL -0.90
CASH -0.90
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register Operations • 39
VOID Control Lock Position (Transaction Void)
Most operations that can be performed with the control lock in the REG position, can also be done with the control lock in the VOID position. VOID position operations will adjust all sale totals, and the VOID (Transaction Void) position carries its own total on the Financial report.
1 0 0 PLU #1
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $1.00
Original
2 0 0 PLU #4
CASH
TAX1 $0.05
TOTAL $3.05
CASH $3.05
CLERK 1 No.000001 00001
1
2
0
0
0
0
DATE 08/15/2002 SUN TIME 03:15
PLU #1
VOID MODE***********************
PLU #4
PLU1 T1 -1.00
CASH
Transaction Void of Original
TAX1 -0.05
TOTAL -3.05
CASH -3.05
CLERK 1 No.000001 00001
40 • Operations ER-5200M/5240M Electronic Cash Register
Cancel
Press the CANCEL key anytime during a transaction to cancel that transaction. (This is not a tender key.) Transactions of up to a maximum of 49 items may be canceled.
The only total affected is the Cancel total, to which the total of all positive entries is added.
2
3
1
1
1
0
0
0
0
PLU #1
PLU #1
PLU #4
CANCEL
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $2.00
Canceled
PLU1 T1 $3.00
Transaction
PLU4 $1.00
CANCEL**************************
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register Operations • 41
Subtotal Operations
Subtotal
Press the SBTL key at anytime during a transaction to view the total due, including tax and after adjustments. The display will indicate Sub for subtotal.
Add Check (Tray Subtotal)
In a cafeteria, use the ADD CHECK key to add multiple trays that are paid by a single individual (i.e.
Dad pays all the trays for the family.)
Press the ADD CHECK key after each order, and SBTL for the total of all orders. Finalize with any tender key as you would a normal sale.
4
5
0
0
0
0
PLU #1
ADD
CHECK
PLU #1
ADD
CHECK
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $4.00
First Check
TAX1 $0.20
Added
TOTAL $4.20
ADDCHK $4.20
CLERK 1 No.000001 00001
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1
TAX1
$5.00
$0.25
Second Check
Added
TOTAL $5.25
ADDCHK $5.25
CLERK 1 No.000002 00001
CASH
DATE 08/15/2002 SUN TIME 03:15
Payment for Both
Checks
TOTAL $9.45
CASH $9.45
CLERK 1 No.000003 00001
42 • Operations ER-5200M/5240M Electronic Cash Register
Eat-In/Take-Out/Drive Thru Operations
In a restaurant, EAT-IN, TAKE-OUT and DRIVE THRU keys can be set up to provide totals for each type of sale. The EAT-IN, TAKE-OUT and DRIVE THRU keys may also be set up to remove taxes. For example, if your state charges sales tax for food consumed on the premises, while not charging sales tax for food taken home, sales tax can be exempted with the TAKE-OUT key. See
"DRIVE THRU / EAT IN / TAKE OUT - Function Key Options" on page 134 to set up tax status for these keys.
After registering all items, press EAT-IN, TAKE-OUT or DRIVE THRU (as you would use the
Subtotal key), and then finalize the sale as you normally would.
1 0 0 PLU #1
PLU #3
EAT IN
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1
PLU3 T12
$1.00
$3.00
TAX1
TAX2
$0.20
$0.30
EAT IN
Transaction (Tax is Charged)
==== EATIN ====
TOTAL $4.50
CASH $4.50
CLERK 1 No.000001 00001
1 0 0 PLU #1
PLU #3
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1
PLU3 T12
==== TKOUT ====
$1.00
$3.00
TAKE
OUT
TAKE OUT
Transaction (Tax is Removed from
CASH
CASH $4.00
CLERK 1 No.000001 00001
DATE 08/15/2002 SUN TIME 03:15
PLU #3
PLU3 T12 $3.00
==== DVTHR ====
DRIVE
THRU
CASH
CLERK 1 No.000001 00001
DRIVE THRU
Transaction (Tax
ER-5200M/5240M Electronic Cash Register Operations • 43
Tax Shift Operations
When tax shift operations are performed, the shift light on the display will illuminate.
• To charge a tax or taxes on a non-taxable item press the appropriate tax shift key or keys prior to making the non-taxable PLU entry.
• To except a tax or taxes on a taxable item press the appropriate tax shift key or keys prior to making the taxable PLU entry.
• To except a tax or taxes from an entire sale, press the appropriate tax shift key or keys prior to finalizing the transaction.
2 0 0
TAX 1
SHIFT
PLU #4
DATE 08/15/2002 SUN TIME 03:15
PLU4 T1
TAX1
$2.00
$0.10
To Charge Tax
On A
CASH
CASH $2.10
CLERK 1 No.000001 00001
2 0 0
DATE 08/15/2002 SUN TIME 03:15
TAX 1
SHIFT
PLU #1
CASH
CLERK 1 No.000001 00001
44 • Operations ER-5200M/5240M Electronic Cash Register
1 0
2 0
0
0
DATE 08/15/2002 SUN TIME 03:15
PLU #1
PLU #3
PLU1 T1
PLU3 T12
$1.00
$2.00
SBTL
TAX 1
SHIFT
TAX 2
SHIFT
To Except
Specific Taxes
CASH $3.00
CLERK 1 No.000001 00001
SBTL
CASH
1
2
0
0
0
0
PLU #1
PLU #3
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1
PLU3 T12
$1.00
$2.00
SBTL
TAX
EXEMPT
SBTL
CLERK 1 No.000001 00001
To Except Tax
On Entire Sale
Exempt Key
CASH
ER-5200M/5240M Electronic Cash Register Operations • 45
Tendering Operations
Cash
1 0
2 0
0
0
DATE 08/15/2002 SUN TIME 03:15
PLU #1
PLU1 T1 $1.00
PLU #4
CASH
Cash Tender
TAX1 $0.05
purchase)
TOTAL $3.05
CASH $3.05
CLERK 1 No.000001 00001
1
2
0
0
4 0
0
0
0
DATE 08/15/2002 SUN TIME 03:15
PLU #1
PLU1 T1 $1.00
PLU #4
SBTL
CASH
Cash Tender with
TAX1 $0.05
TOTAL $3.05
CASH $4.00
CHANGE $0.95
CLERK 1 No.000001 00001
Check
1 0
2 0
0
0
DATE 08/15/2002 SUN TIME 03:15
PLU #1
PLU1 T1 $1.00
PLU #4
CHECK
Check Tender
TAX1 $0.05
purchase)
TOTAL $3.05
CHECK $3.05
CLERK 1 No.000001 00001
46 • Operations ER-5200M/5240M Electronic Cash Register
1 0
2 0
4 0
0
0
0
PLU #1
PLU #4
SBTL
CHECK
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $1.00
Check Tender
TAX1 $0.05
TOTAL $3.05
CHECK $4.00
CHANGE $0.95
CLERK 1 No.000001 00001
1 0 0 0
CHECK
CASH
DATE 08/15/2002 SUN TIME 03:15
*** CHKCASH ***
Check Cashing
CHECK $10.00
CASH -10.00
CLERK 1 No.000001 00001
Charge
Tendering and over tendering into charge keys is allowed.
1
2
0
0
0
0
PLU #1
PLU #4
CHARGE
1
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1 $1.00
Charge Total
PLU4 $2.00
TAX1 $0.05
TOTAL $3.05
CHARGE1 $3.05
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register Operations • 47
Split Tender
The drawer will not open until the final balance has been paid.
2
3
1
2
1
0
0
0
0
0
0
0
0
0
0
DATE 08/15/2002 SUN TIME 03:15
PLU #1
PLU #1
PLU1 T1
PLU1 T1
$2.00
$3.00
PLU #4
SBTL
CASH
PLU4 $1.00
Cash, Check &
TAX1 $0.25
Charge
TOTAL $6.25
Payments on the
CASH $2.00
Same
TOTAL $4.25
Transaction
CHECK $2.00
CHECK
CHARGE
1
TOTAL $2.25
CHARGE1 $2.25
CLERK 1 No.000001 00001
1
Post Tendering
Post tendering is available for computing change after a sale has been finalized. (See option #6 in
"System Option Programming" to enable post tendering.) The second cash entry is compared to the sale total and the difference is displayed. (The CLEAR key must first be pressed for registers programmed with pop-up clerks.)
6 0 0 PLU #1
1 5 0
SBTL
CASH
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU1 T1
TAX1
$6.00
$0.30
Post Tender
TOTAL $6.30
CASH $6.30
CLERK 1 No.000001 00001
48 • Operations ER-5200M/5240M Electronic Cash Register
Receipt on Request
If a customer requests a receipt after a sale has been finalized, a second depression of the CASH key will issue a complete buffered receipt.
If more than 100 entries are made in the sale, the register will issue a stub receipt only, showing the total net sale, correct tax totals and payment tendered.
Training Mode
A training mode is available so that you can operate the cash register without updating totals and counters. Note the following conditions:
• The receipt and journal print the message "TRAINING MODE BEGIN" when training mode is activated.
• The receipt and journal print the message "TRAINING MODE END" when training mode is exited.
• The message "TRAINING MODE" prints on each receipt printed while training mode is active.
• The journal does not print during training mode.
• The total and counter on the financial report labeled "TRAIN TTL" is updated with the net amount of each training transaction.
To Enter Training Mode
♦ Set system option #23 to a value of 1. See "System Option Programming".
To Exit Training Mode
♦ Set system option #23 to a value of 0. See "System Option Programming".
Clerk Interrupt
Clerk interrupt allows you to temporarily suspend a transaction in progress by allowing a new clerk to sign on and register a new transaction. After the new transaction is complete, the original clerk can sign on, the suspended transaction is recalled and may be completed.
You must select either check (table) tracking or clerk interrupt. You cannot use clerk interrupt with a check tracking system.
To Enable Clerk Interrupt
1. Program Clerk Secret Code
2. Set system option #2 to a value of 1. See "System Option Programming".
3. Set system option #26 to a value of 1. See "System Option Programming".
ER-5200M/5240M Electronic Cash Register Operations • 49
Non-Add Number
1
With the #/NS key, you can enter a memo number at any time and print the number on the receipt, journal, or validation. The non-adding number is not added to the sale, nor is it added to any register total, except the # key total itself. You can enter a number up of up to 9 digits. For example:
• Enter a number prior to a PLU entry to print a record of the item's SKU number.
• Enter a number prior to a Check tender to print a record of the check number.
• Enter a number prior to a Charge to print a record of the charge account number.
2 3
1
4
2
3
5
0
5
6
0
7
DATE 08/15/2002 SUN TIME 03:15
#/NS
PLU #4
NON-ADD# 123456
PLU4 T1 $2.00
#/NS
CHECK
TAX1 $0.10
TOTAL $2.10
NON-ADD# 1357
CHECK $2.10
CLERK 1 No.000001 00001
No Sale
Outside of a transaction you can press the #/NS key to open the cash drawer. The number of no sales are counted and reported on the financial report. The no sale function can also be placed under management control, requiring the control key to be in the X position.
#/NS
DATE 08/15/2002 SUN TIME 03:15
NOSALE -------------------------
CLERK 1 No.000001 00001
50 • Operations ER-5200M/5240M Electronic Cash Register
Received on Account
Use the RECD ACCT key to record payments or loans to the cash drawer. You can enter more than one type of payment to the drawer. The Received on Account function can only be used outside of a transaction.
1
2
2
0
5
0
0
0
RA
CASH
CHECK
RA
DATE 08/15/2002 SUN TIME 03:15
RA1
CASH $12.50
CHECK $20.00
RA1 $32.50
CLERK 1 No.00001 00000
Paid Out
Use the PAID OUT key to record payments or loans from the cash drawer. You can enter more than one type of payment to the drawer. The Paid Out function can only be used outside of a transaction.
1
2
2
0
5
0
0
0
PO
DATE 08/15/2002 SUN TIME 03:15
CASH
PO1
CASH $12.50
CHECK
PO
CHECK $20.00
P/O $32.50
CLERK 1 No.00001 00000
ER-5200M/5240M Electronic Cash Register Operations • 51
Table Service Restaurant Operations
Overview
The SAM4s ER-5200M/5240M can be used to add items or receive payments on guest checks using a manual previous balance, hard check, or soft check system. (Note that you must select hard or soft check posting in memory allocation programming. The default selection is soft.)
• If manual previous balance is selected, the check balance is not saved in memory and is input manually by the operator (use the PBAL key).
• If a hard check system is selected, only the previous balance is maintained in memory.
• If a soft check system is selected, the check detail is kept in memory until the check is paid. (The maximum size of the soft check is set in memory allocation programming.)
When a soft check system is used, the receipt can be used to print the final check that is presented to the customer for payment.
Consolidation of like items can be selected for guest check printing. For example, if three rounds of drinks are served, the check will print "3 TAP BEER" rather than
"1 TAP BEER" three times. (See “Print Option Programming” on page 118.)
Note: If you wish to print guest check transactions on a slip or a pre-printed guest check, an optional printer must be installed. See your SAM4s dealer for more information.
52 • Operations ER-5200M/5240M Electronic Cash Register
Function Keys and Options
Functions necessary for restaurant operations may not appear on the default keyboard. Any or all of the following functions can be located on the keyboard. See "Function Key Assignment
Programming” on page 84 if it is necessary to locate these keys on your keyboard.
CHECK #
GUEST
P/BAL
SERVICE
TABLE
PRINT CHECK
TIP
The CHECK # key is used to begin a new, or access an existing balance
(hard check) or itemized bill (soft check.) Existing checks are accessed by entering the check track number and pressing the CHECK# key. The
Check # key may be set with the following options:
• A check must be started before items may be entered.
• The clerk that opens the check has exclusive access.
• Only one check may be allowed per table.
• The check # may be automatically assigned by the register.
• Check track numbers that are entered manually may be set at a fixed length of one to nine digits. Check track numbers assigned automatically will begin with #1.
In a drive thru system, simply pressing the PBAL key will recall the oldest open balance (lowest check track #).
Use to enter the count of guests served as part of a guest check. The entry of a guest count can be enforced when opening a guest check, or for all transactions.
Use to enter the amount of an outstanding balance. The P/BAL key will take the recall function if the drive thru feature is enabled in CHECK # key programming.
Use to temporarily finalize Previous Balance or check tracking transactions. (If you are using a hard check system, you must program the SERVICE key for the port where the slip printer is connected.)
You can enforce the entry of a table number for guest check transactions, or for all transactions. If you are tracking guest check balances, the balance can be recalled either by entering the check number or the table number.
Use to print a soft check. The check can be printed on an optional (RS-232C) printer, or can be printed on the receipt printer. The PRINT CHECK key can be set to automatically service the check.
The TIP key allows a gratuity to be added to a guest check before payment.
The tip amount is deducted from the Cash-in-Drawer amount for the
Clerk/Cashier closing the guest check.
The TIP key may be programmed as either a percentage or amount. If programmed as a percentage, tax programming defines whether the percentage is calculated on the net (taxable = no) amount, or the amount after taxes.
ER-5200M/5240M Electronic Cash Register Operations • 53
1
1
Posting Guest Checks Manually with the Previous Balance
Key
The previous balance key is used to enter the amount of the previous balance before adding new items or making payments.
DATE 08/15/2002 SUN TIME 03:15
0 P/BAL
0 0 0 PLU #1
SERVICE
PLU4 $10.00
SERVICE $10.00
BFWD $10.00
CLERK 1 No.000001 00001
DATE 08/15/2002 SUN TIME 03:15
0 0 0 P/BAL
1 0 0 PLU #1
SERVICE
PLU1 T1
TAX1
$1.00
$0.05
Existing Check
SERVICE $1.05
BFWD $11.05
CLERK 1 No.000001 00001
DATE 08/15/2002 SUN TIME 03:15
1 1 0 5 P/BAL
2 0 0 0 CASH
CHECKS PAID $11.05
TOTAL $11.05
CASH $20.00
CHANGE $8.95
CLERK 1 No.000001 00001
54 • Operations ER-5200M/5240M Electronic Cash Register
Soft Check
Opening a Soft Check
1. Enter the number of the guest check, press the CHECK # key:
1 2 3 CHECK#
or, press the CHECK # key to automatically assign a check:
CHECK#
2. If required, enter the table number and press the TABLE key:
3 TABLE
3. If required, enter the number of guests and press the GUEST key:
2 GUEST
4. Register the items you wish to sell.
5. To total the posting, press SERVICE:
SERVICE
Receipt Example:
DATE 08/15/1999 SUN TIME 08:33
CHECK #
#123
PBAL $0.00
TABLE #3
GUEST #2
LIQUOR T1 $7.00
STEAK T2 $10.00
TAX1 $0.35
TAX2 $1.00
SERVICE $18.35
BFWD
$18.35
CLERK 1 No.000011 00001
Note: If a table number entry is required for all guest checks, and checks are assigned by register, the check will be assigned by the register when the table # is entered.
ER-5200M/5240M Electronic Cash Register Operations • 55
Adding to a Soft Check
1. Enter the number of the guest check, press the CHECK # key:
1 2 3 CHECK#
or, if you entered a table number, enter the table number and press the TABLE key:
3 TABLE
2. Register the next items you wish to sell.
3. To total the posting, press SERVICE:
SERVICE
NOTE: Tax are recalculated and printed to reflect total taxes for all items posted on the check.
Receipt Example:
DATE 08/15/1999 SUN TIME 08:33
CHECK #
#123
PBAL $18.19
TABLE #3
GARLIC BREAD T2 $2.00
TAX1 $0.35
TAX2 $1.20
SERVICE $2.20
BFWD
$20.55
CLERK 1 No.000012 00001
Printing a Soft Check
1. Enter the number of the guest check, press the CHECK # key:
1 2 3 CHECK#
or, if you entered a table number, enter the table number and press the TABLE key:
3 TABLE
2. Press PRINT CHECK to print the complete check. If programmed to do so, the PRINT
CHECK key will automatically service the check:
CHECK
Sample of soft check printed on the receipt:
DATE 08/15/1999 SUN TIME 08:33
CHECK #
#123
LIQUOR T1 $7.00
STEAK T2 $10.00
GARLIC BREAD T2 $2.00
TAX1 $0.46
TAX2 $0.87
SERVICE $0.00
BFWD
$20.33
CHK # : 1
CLERK 1 No.000012 00001
The number of times each check has been printed is counted and printed on the check
56 • Operations ER-5200M/5240M Electronic Cash Register
Paying a Soft Check
1. Enter the number of the guest check, press the CHECK # key:
1 2 3 CHECK#
or, if you entered a table number, enter the table number and press the TABLE key:
3 TABLE
2. If necessary, add additional items. If you wish to add a tip, press SBTL, then enter the tip amount and press the TIP key:
SBTL
3 0 0 TIP
3. Pay the balance, as you would normally tender a transaction, with CASH, CHECK, or one of the CHARGE functions. If the tender is greater than the balance due, change is displayed.
2 5 0 0 CASH
Sample of soft check printed on the receipt:
DATE 08/15/1999 SUN TIME 08:33
CHECK #
#123
LIQUOR T1 $7.00
STEAK T2 $10.00
GARLIC BREAD T2 $2.00
TIP $3.00
TAX1 $0.46
TAX2 $0.87
CHECKS PAID $23.33
TOTAL $23.33
CASH $25.00
CHANGE $1.67
CHK # : 2
CLERK 1 No.000013 00001
ER-5200M/5240M Electronic Cash Register Operations • 57
Hard Check
Opening a Hard Check
1. Enter the number of the guest check, press the CHECK # key:
1 2 3 CHECK#
or, press the CHECK # key to automatically assign a check:
CHECK#
2. If required, enter the table number and press the TABLE key:
3 TABLE
3. If required, enter the number of guests and press the GUEST key:
2 GUEST
4. Register the items you wish to sell.
5. Place a slip in an optional slip printer, the check will print automatically when you press SERVICE:
SERVICE
Receipt Example:
THANK-YOU
CALL AGAIN
DATE 08/15/1999 SUN TIME 08:33
CHECK #
#123
PBAL $0.00
TABLE #3
GUEST #2
LIQUOR T1 $7.00
STEAK T2 $10.00
TAX1 $0.46
TAX2 $0.73
SERVICE $18.19
BFWD
$18.19
CLERK 1 No.000011 00001
58 • Operations ER-5200M/5240M Electronic Cash Register
Adding to a Hard Check
1. Enter the number of the guest check, press the CHECK # key:
1 2 3 CHECK#
or, if you entered a table number, enter the table number and press the TABLE key:
3 TABLE
2. Register the next items you wish to sell.
3. To total the posting, press SERVICE:
SERVICE
Receipt Example:
DATE 08/15/1999 SUN TIME 08:33
CHECK #
#123
PBAL $18.19
TABLE #3
GARLIC BREAD T2 $2.00
TAX1 $0.46
TAX2 $0.87
SERVICE $2.15
BFWD
$20.33
CLERK 1 No.000012 00001
ER-5200M/5240M Electronic Cash Register Operations • 59
Paying a Hard Check
1. Enter the number of the guest check, press the CHECK # key:
1 2 3 CHECK#
or, if you entered a table number, enter the table number and press the TABLE key:
3 TABLE
2. If necessary, add additional items. If you wish to add a tip, press SBTL, then enter the tip amount and press the TIP key:
SBTL
3 0 0 TIP
3. Pay the balance, as you would normally tender a transaction, with CASH, CHECK, or one of the CHARGE functions. If the tender is greater than the balance due, change is displayed.
2 5 0 0 CASH
Sample of Hard Check postings printed on an optional printer:
DATE 12/01/1999 WED
CHECK #
#123
PBAL $0.00
LIQUOR T1 $7.00
STEAK T2 $10.00
TAX1 $0.46
TAX2 $0.73
SERVICE $18.19
BFWD
1 8 . 1 9
No.000017 REG 01 ETHAN TIME 09:15
PBAL $18.19
GARLIC BREAD T2 $2.00
TAX1 $0.46
TAX2 $0.87
SERVICE $2.15
BFWD
2 0 . 3 3
No.000019 REG 01 ETHAN TIME 09:47
PBAL $20.33
TIP $3.00
TAX1 $0.46
TAX2 $0.87
CHECKS PAID $23.33
CASH $25.00
CHANGE $1.67
No.000021 REG 01 ETHAN TIME 10:16
60 • Operations ER-5200M/5240M Electronic Cash Register
Fast Food Drive Thru
For fast food drive thru windows, the ER-5200M/5240M has the capability of storing orders when they are taken, and then recalling the next order automatically at the payment window.
• The PBAL function becomes a recall function when the drive thru feature is enabled in the CHECK # function key program. Press the PBAL key to recall the lowest tracking number balance.
• Orders are stored by first pressing the CHECK # key to automatically assign the next tracking number, then pressing SERVICE. (A macro sequence key could be created to execute both functions sequentially.)
See "Function Key Programming" on page 124.
Taking a Drive Thru Order
1. Register the items you wish to sell. automatically assigned check:
CHECK#
3. To store the posting, press SERVICE:
SERVICE
Receipt Example:
DATE 08/15/1999 SUN TIME 08:33
HAMBURGER $2.00
FRIES $1.00
CHECK #
#3
PBAL $0.00
SERVICE $3.00
BFWD
$3.00
CLERK 1 No.000011 00001
Paying a Drive Thru Order
PBAL
2. If necessary, add additional items, register discounts or coupons.
3. Pay the balance, as you would normally tender a transaction, with CASH, CHECK, or one of the CHARGE functions. If the tender is greater than the balance due, change is displayed.
5 0 0 CASH
Receipt Example:
DATE 08/15/1999 SUN TIME 08:33
CHECK #
#3
PBAL $3.00
CHECKS PAID $3.00
TOTAL $3.00
CASH $5.00
CHANGE $2.00
CLERK 1 No.000012 00001
ER-5200M/5240M Electronic Cash Register Operations • 61
62 • Operations
Promo Function
The PROMO key allows the operator to account for promotional items (i.e. buy two, get one free).
By design, this key will remove the items cost from the sale, but not the count. In the example of buy two, get one free, the reported count remains three items, but the customer is only charged for two.
3 X/TIME TACO
PROMO
COKE
TACO
CASH
DATE 08/15/2002 SUN TIME 03:15
Promo Entry
3X @0.89
TACO T1
COKE T1
$2.67
$0.69
*** PROMO ***
TACO T1
TAX1
$0.89
$0.16
TOTAL $2.63
CASH $2.63
CLERK 1 No.000001 00001
Waste Function
The WASTE key allows control of inventory by accounting for items that must be removed from stock due to spoilage, breakage, or mistakes. With manager control, the WASTE key requires the control lock to be in the X position. The WASTE key is not allowed within a sale.
Waste operations begin and end with by pressing the WASTE key.
3
X/TIME
WASTE
TACO
COKE
WASTE
DATE 08/15/2002 SUN TIME 03:15
*** WASTE ***
Waste Entry
3X @0.89
TACO T1 $2.67
COKE T1
*** WASTE ***
$0.69
TOTAL $3.36
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register
Charge Posting Operations
The ER-5200M/5240M check tracking system can be used to post charges and payments to house accounts. This posting system is ideal for small resorts, camgrounds, motels/hotels or retail stores that accept house charges.
Charge posting features include:
• Manual balance posting, soft check posting, or hard check posting. For house account posting, the hard check posting method with an optional slip printer is recommended.
(Because house accounts are usually maintained over a period of time, the soft check system may not have the memory capacity to track the ongoing account activity.)
• Payments can be posted before charges are posted and credit balances can be carried forward.
• Overpayments can be issued as change or carried forward.
• Managers can control access to new account numbers or closing accounts.
• Zero balance accounts can remain active.
• The total of outstanding accounts prints at the end of the open check report and also on the
Financial report. (The total is not reset when the financial report is cleared.)
• The total of house account charges (Service Total) and payments are reported to facilitate accounts receivable balancing.
In order to implement this system, you must enable the charge posting features (see “System Option
Programming” on page 112”.) You must also assign the necessary function keys for your application.
ER-5200M/5240M Electronic Cash Register Operations • 63
Charge Posting Function Keys
CHECK #
(ACCT #)
P/BAL
SERVICE
(HOUSE CHRG)
PAYMENT
PAY TEND
PRINT CHECK
FINALIZE
The CHECK # key is used to begin a new, or access an existing balance
(hard check) or itemized bill (soft check.) Existing checks are accessed by entering the check track number and pressing the CHECK# key. You may wish to reprogram the descriptor of the CHECK # key to ACCT#.
Use to manually enter the amount of an outstanding balance. The P/BAL key is not used when hard or soft check posting is used.
Use to temporarily finalize Previous Balance or house account transactions. (If you are using a hard check system, you must program the SERVICE key for the port where the slip printer is connected.) You may wish to reprogram the descriptor of the SERVICE key to HOUSE CHRG.
Press to make a payment, partial payment, or pre-payment while posting to a check (account). If the payment amount exceeds the check balance, a credit balance will be maintained.
The PAY TEND key functions like the PAYMENT key, except if the payment amount exceeds the check balance, the overpayment will be issued as change and the account balance will be zeroed.
Use to print a soft check. The check can be printed on an optional (RS-232C) printer, or can be printed on the receipt printer. The PRINT CHECK key can be set to automatically service the check.
Pressing the FINALIZE key before closing a check will close the account and the account number will no longer be reported on the open check report.
64 • Operations ER-5200M/5240M Electronic Cash Register
Opening an Account
1. Enter the number of the account and press the
CHECK # key. You may be required to turn the key lock to the MGR position.
1
PAYMENT
5
SERVICE
2
0
the balance.
3
0
Posting New Charges
CHECK#
Accepting an Advance Payment
3. Enter the amount of the payment and press the appropriate tender key; cash, check or charge.
0 CHECK
Sample of Hard Check postings printed on an optional printer:
DATE 12/01/1999 WED
CHECK #
#123
PBAL $0.00
PAYMENT $50.00
CHECK $50.00
SERVICE $0.00
BFWD
- 5 0 . 0 0
No.000017 REG 01 ETHAN TIME 09:15
DATE 12/01/1999 WED
PBAL $50.00
ROOM $75.00
SERVICE $75.00
BFWD
2 5 . 0 0
No.000019 REG 01 ETHAN TIME 09:47
DATE 12/01/1999 WED
PBAL $25.00
CHANGE $5.00
TENDER $30.00
CASH $25.00
SERVICE $0.00
BFWD
$ 0 . 0 0
No.000021 REG 01 ETHAN TIME 10:16
5. Enter the number of the account and press the
CHECK # key.
6. Enter items purchased. the balance.
Accepting an Overpayment and
Issuing Change
8. Enter the number of the account and press the
CHECK # key.
PAY
TEND
10. Enter the amount of the payment and press the appropriate tender key; cash, check or charge.
3 0 0 0 CASH
11. Press the SERVICE key to finalize and store the balance.
ER-5200M/5240M Electronic Cash Register Operations • 65
Currency Conversion
If you normally accept currency from a neighboring nation, you can program the SAM4s ER-
5200M/5240M to convert the subtotal of a sale to the equivalent cost in the foreign currency. Four foreign currency conversion keys are available. See "Function Key Assignment Programming" on page 84 to place currency conversion keys on the keyboard. You also need to program the conversion factor. For example, if the US dollar (home currency) is worth 1.3720 Canadian dollars (foreign currency), the conversion factor is 1.3720. See "Instructions for Currency Conversion Rate - Program
90" on page 127 to set a conversion rate.
Note: The change due is computed in home currency!
1
2
0
0
0
0
PLU #4
DATE 08/15/2002 SUN TIME 03:15
PLU1 $1.00
PLU #4
Currency
5 0 0
C/CONV
CASH
CONV1 @5.00
CHANGE RATE
HOME AMT
#1.3720
$3.64
CHANGE $0.64
CLERK 1 No.000001 00001
66 • Operations ER-5200M/5240M Electronic Cash Register
Food Stamp Operations
The SAM4s ER-5200M/5240M can be set up to sort food stamp eligible merchandise and accept food stamp payments. See "Function Key Assignment Programming" on page 84 to place the necessary function keys (F/S SHIFT, F/S SUB, F/S TEND) on the keyboard. You will also need to set food stamp eligibility status for each open or preset PLU (see "Program 100 - PLU Status Programming" on page 99.)
• If necessary, you can use the F/S SHIFT key to shift the pre-programmed eligibility status for any item as it is entered. For example, while produce is normally food stamp eligible, certain produce department items, such as birdseed, cannot be paid for with food stamps. In this case, program the produce PLU as food stamp eligible, then press F/S
SHIFT before registering a non-eligible produce item.
• If a customer chooses to pay with food stamps, press the F/S SUB key to display a total of food stamp eligible merchandise.
• Tender food stamp payments into the F/S TEND key. Because food stamp currency is issued in whole dollar amounts, the tender must be entered in whole dollar units. Change less than $1 is given in cash, or applied to non-food stamp eligible items.
F/STAMP
SHIFT
1
1
5
1
2
0
0
0
9
0
0
0
PLU #4
PLU #4
F/STAMP
SBTL
F/STAMP
TEND
CASH
DATE 08/15/2002 SUN TIME 03:15
PLU1 F $1.29
PLU4 $1.00
Food Stamp
TOTAL $2.29
Payment
F/S TOTAL $1.29
Transaction
F/D TEND 5.00
F/S CRT AMT $0.71
TOTAL $0.29
CASH $1.00
CHANGE $0.71
FD/S CHANGE $3.00
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register Operations • 67
Scale Operations
The SAM4s ER-5200M/5240M can be interfaced to an optional load-cell scale, allowing direct entry of an item's weight by using the SCALE key. If you attempt an entry into a PLU that has been programmed to require scale entry, (see "Program 100 - PLU Status Programming" on page 99) an error tone will sound and you will be prompted to make a scale entry.
SCALE
SCALE
Direct Scale Entry
Place a product on the scale and press the SCALE key to display the weight on the cash register.
Then make the appropriate PLU entry.
SCALE PLU #3
1
5
0
4
0
0
PLU #4
PLU
CASH
DATE 08/15/2002 SUN TIME 03:15
1.50 lb @ 3.00
PLU3 T12 $4.50
Preset Keyboard
PLU
1.75 lb @ 1.00
PLU 4 $1.75
Open Keyboard
1.25 lb @ 2.50
PLU
PLU540 $3.13
TAX1
TAX2
$0.23
$0.45
Preset PLU
TOTAL $10.06
CASH $10.06
CLERK 1 No.000001 00001
1
.
Manual Weight Entry
Operators can make manual weight entries if the item has been programmed to accept them (see
"Program 100 - PLU Status Programming" on page 99). You must use the decimal key to enter fractional manual weights.
5
1
0
0
0
0
SCALE
PLU #4
CASH
DATE 08/15/2002 SUN TIME 03:15
1.50 lb @ 1.00
Manual Scale
PLU4 $1.50
Entry
TOTAL $1.50
CASH $1.50
CLERK 1 No.000001 00001
68 • Operations ER-5200M/5240M Electronic Cash Register
Scale With Automatic Tare Entry
Place a product on the scale, enter the preprogrammed tare number and press the SCALE key. The weight, less the tare, will appear on the cash register display. Then make the appropriate PLU entry.
1 0
1
0
DATE 08/15/2002 SUN TIME 03:15
TARE
SCALE
1.50 lb @ 1.00
Automatic Tare
PLU4 $1.50
Entry
TOTAL $1.50
PLU #4
CASH $1.50
CLERK 1 No.000001 00001
CASH
Scale With Manual Tare Entry
Tare #5 can be used to manually enter tare weights. Place a product on the scale, enter 5 and press the
SCALE key. Enter the tare weight (using the decimal key), and press the SCALE key. The tare weight will display. Press the SCALE key again, and the weight, less the tare will display. Then make the appropriate PLU entry.
.
1
5
0
5
2
0
DATE 08/15/2002 SUN TIME 03:15
TARE
TARE
1.50 lb @ 1.00
Manual Tare
PLU4 $1.50
Entry
TOTAL $1.50
SCALE
CASH $1.50
CLERK 1 No.000001 00001
PLU #4
CASH
Integrated Payment Operations
See Integrated Payment Appendix on page 183 for credit card payment operation information.
ER-5200M/5240M Electronic Cash Register Operations • 69
70 • Operations ER-5200M/5240M Electronic Cash Register
Management Functions
Introduction
All Management Functions take place with the control lock in the X position. In this way only those with the correct key will have access to these functions. Some register operations may be programmed to require the control lock in the X position in order to operate. All reports require a key that will access the X or Z position.
ER-5200M/5240M Electronic Cash Register Management Functions • 71
Cash Declaration
If compulsory cash declaration is required, you must declare the count of the cash drawer prior to taking X or Z financial and clerk reports.
You can enter the cash drawer total in one step, or to facilitate the counting of the cash drawer, you can enter each type of bill/coin and checks separately and let the register act as an adding machine.
You can also use the X/TIME key to multiply the denomination of currency times your count.
Either way you choose to enter cash, the register will compare your declaration with the expected cash and check in drawer totals and print the over or short amounts on the report.
For example:
1. Turn the control lock to the X or Z position (depending upon the type of report you are taking.)
9
9
0 SBTL
3. Enter the total of cash.
8 7 6
4. Enter the total of checks.
CASH
DATE 08/15/2002 SUN TIME 03:15
*** CASH DECLARATION ***
CASH $98.76
CHECK $20.00
INPUT AMT $118.76
DRAWER TTL $23.53
DIFFERENCE -95.23
CLERK 1 No.00001 00000
2 0 0 0 CHECK
declaration.
CASH
72 • Management Functions ER-5200M/5240M Electronic Cash Register
Or, enter each denomination separately:
1. Turn the control lock to the X or Z position (depending upon the type of report you are taking.)
9 0 SBTL
3. Enter the total of pennies:
7 6 CASH
4. If you wish you can multiply the count times the denomination. Enter, for example:
3 0 X/TIME
5
CASH
5. Enter the remaining cash separately by denomination.
6. Enter each check:
1 2 0 0 CHECK
8 0 0 CHECK
DATE 08/15/2002 SUN TIME 03:15
*** CASH DECLARATION ***
CASH $0.76
CASH $1.50
CHECK $12.00
CHECK $8.00
INPUT AMT $22.26
DRAWER TTL $23.53
DIFFERENCE -1.27
CLERK 1 No.00001 00000 declaration.
CASH
ER-5200M/5240M Electronic Cash Register Management Functions • 73
System Reports
System reports are divided into two basic categories:
• X reports, which read totals without resetting
• Z reports, which read totals and reset them to zero
Most reports are available in both categories. Some reports, such as the Cash-in-Drawer report and the
From-To PLU report are available only as X reports.
Some reports also provide identical but separate period to date reports. These reports maintain a separate set of totals which may be allowed to accumulate over a period of days, weeks, months, or even years. X2 reports read period to date totals without resetting, and Z2 reports read period to date totals and reset them to zero. Period to date totals are updated each time a Z1 report is completed.
A complete list of available reports is presented in a chart on the following page.
See “
74 • Management Functions ER-5200M/5240M Electronic Cash Register
Sample Reports” on page 171 for an example of each report.
Registers programmed with pop-up clerks must be signed on in the REG control lock position prior to taking reports.
Running a Report – General Instructions
1. Refer to the “Report Table” on page 36.
2. Select a report type and the report mode.
3. Turn the control lock to the position indicated.
4. Enter the key sequence for the report you have selected.
ER-5200M/5240M Electronic Cash Register Management Functions • 75
Report Table
Report Type
Financial
Report
Number
Report
Mode
Control Lock
Position
1 X X
Time
All PLU
All Clerk
Group
All STOCK
Daily Sales
Individual Clerk
Report
Open
Table/Check
From/To PLU
From/To STOCK
DRAWER TOTAL
Key Sequence
1 – SBTL
Z Z
1 – SBTL
X2 X
201 – SBTL
Z2 Z
201 – SBTL
2 X X
2 – SBTL
Z Z
2 – SBTL
X2 X
202 – SBTL
Z2 Z
202 – SBTL
3 X X
3 – SBTL
Z Z
3 – SBTL
X2 X
203 – SBTL
Z2 Z
203 – SBTL
4 X X
4 – SBTL
Z Z
4 – SBTL
X2 X
204 – SBTL
Z2 Z
204 – SBTL
5 X X
5 – SBTL
Z Z
5 – SBTL
X2 X
205 – SBTL
Z2 Z
205 – SBTL
6 X X
6 – SBTL
Z Z
6 – SBTL
8 X2 X
208 – SBTL
Z2 Z
208 – SBTL
9 X X
9 – SBTL - # - CLERK - # - CLERK
X2 X
209 – SBTL - # - CLERK - # - CLERK
11 X X
11 – SBTL
Z Z
11 – SBTL
13 X X 13-SBTL XXXX – PLU – XXXX – PLU
X2 X
14 X X 14-SBTL XXXX –PLU – XXXX – PLU
111 X X
111-SBTL
76 • Management Functions ER-5200M/5240M Electronic Cash Register
S-Mode Programming
Overview
A separate key, marked “C” will access the hidden S key lock position one position clockwise from the P key lock position.
Caution: For information security, distribute the “C” key only to owners or managers who will need to use these procedures.
The following secure procedures are performed in the S-Mode.
• Self Tests
• Clearing Memory
• EPROM Information
• Memory Allocation
• Function Key Assignment Programming
• ER-5240M Keyboard Expansion
• RS-232 Communication Option Programs
ER-5200M/5240M Electronic Cash Register S-Mode Programming • 77
Clearing Memory
Before you use your ER-5200M/5240M for the first time, you must perform a memory all clear to insure that all totals and counters are cleared and that the default program is installed.
CAUTION: The procedures described in this area are security sensitive. Clearing the
ER-5200M/5240M memory after the register is put into service will erase all programming as well as totals and counters. Do not share this information with unauthorized users and distribute the special SERVICE-Mode key only to those you may want to perform these functions.
Memory All Clear
1. Turn the power switch located on the right side of the register to the OFF position.
2. Turn the control lock to the S position.
3. Press and hold the key position where the CHECK key is located on the default keyboard layout.
4. Continue to hold the CHECK key while turning the power switch to the ON position.
5. Press the upper left key of the keyboard, then the lower left key, then the upper right key, and finally press the lower right key.
1
2
3
4
6. After a short delay, the printer will print the message: "RAM ALL CLEAR OK !" and
“OK” or “NG” for each of the four possible RAM locations. The default configuration includes RAM 1 & 2 only, therefore RAM 3 & 4 will indicate “NG” unless expansion
RAM is added. Memory is cleared and the default program is installed.
Caution: After memory is cleared, the default program will set the register in the 15 key configuration. If you are using 40 NLU keys, see “ER-5240M Keyboard Expansion” on page 85 to reset the 40 key configuration.
Clear All Totals and Counters
1. Turn the control lock to the S position.
2 0 SBTL
78 • S-Mode Programming ER-5200M/5240M Electronic Cash Register
Clear Grand Total
1. Turn the control lock to the S position.
3 0 SBTL
Clear PLU File
1. Turn the control lock to the S position.
4 0 SBTL
Self Tests
Self-tests can be performed to check the functions of the register.
1. Turn the control lock to the S position.
2. Enter the test number from the chart below and press the SBTL key.
SBTL
Printer
Display
Keyboard
Mode Lock
RS232C
10 SBTL
11 SBTL
12 SBTL
13 SBTL
14 SBTL
Endless Printing
15 SBTL
The receipt printer generates a printer test pattern.
Displays illuminate a test pattern.
Press any key. The key’s hex value is displayed. Turn key lock to end the test.
Turn the mode lock to display the lock position.
Return the key to S to end the test.
Loop back connector must be connected. Displays
“900d” (good) if successful; displays “N0900d” if unsuccessful.
The receipt prints a sample ticket. The print is repeated until the key lock is turned.
ER-5200M/5240M Electronic Cash Register S-Mode Programming • 79
EPROM Information
The ER-5200M/5240M register software is loaded in an EPROM (erasable programmable read only memory). This procedure will provide a receipt with the current version, date and checksum for the
EPROM.
1. Turn the control lock to the S position.
5 0 SBTL
3. After a short delay, the register will print a receipt as in the example below:
DATE 10/15/2002 SUN TIME 08:37
ER-5200M EPROM INFO.
VERSION : 3.0 USA
CHECKSUM : 3DC6
BOOT/APP : 3706/06C0
MARCH 31 2004
CLERK 1 No.000001 00001
80 • S-Mode Programming ER-5200M/5240M Electronic Cash Register
Memory Allocation
The memory allocation program determines how memory is divided to support the following features:
• PLUs - you must allocate a minimum of 117 PLUs, the maximum is determined by available memory.
• Clerks – you must allocate at least 1 clerk, with a maximum of 99.
• Groups – you must allocate at least 1 group, with a maximum of 99.
• Guest Checks – you can allocate a maximum of 500 hard or soft checks
• Soft Check Lines – you can allocate a maximum of 50 lines per check
• Check Type – select hard or soft checks
• Mix & Match Discount Tables – you can allocate a maximum of 99
NOTE: Using the clerk interrupt feature requires allocation of at least one guest check for each clerk and sufficient soft check lines to support the interrupted transaction (i.e. if 20 soft check lines are allocated, a transaction with up to 20 lines can be interrupted.) See system option flag # 26 to select clerk interrupt operations instead of table management (check tracking) operations.
Memory Expansion
One or two expansion RAM memory chips can be added. Total Available memory bytes:
Default 187,144
With 1 expansion RAM 711,432
With 2 expansion RAM 1,235,720
Memory Calculation Worksheet
Before beginning the memory allocation program, you may wish to complete the following memory worksheet to verify that the memory variables you wish to use will be accommodated in the
ER-5200M/5240M memory. Your memory calculation cannot exceed 187,144 bytes with default memory.
unit Quantity
PLU 78
Clerks 1,705
Groups 47
Guest Check
Lines per Soft Check
Mix & Match
Total Used
Total Available
494
38
25
=
Total
187,144 (default)
ER-5200M/5240M Electronic Cash Register S-Mode Programming • 81
Memory Calculation Example
The default memory allocation is shown below as a calculation example:
Variable Bytes Default unit Quantity
Total
Guest Check
Lines per Soft Check
Mix & Match
Total Used
Total Available
494
38
20
20
50 x 20
(guest check quantity)
25
9,880
38,000
500
152,895
187,144
The total memory used must be less that the total memory available
Memory Allocation Program
Once you have determined the memory variable you wish to set, you can set them in the memory allocation program. If you attempt to allocate more options than memory, the message “MEMORY
ALLOCATION SIZE OVER” will print on the receipt and journal.
1. Turn the control lock to the S position.
2. To Allocate Memory, enter 6 0 and press the SBTL key.
6 0 SBTL
3. Refer to the chart below and enter a digit to represent allocated area and press the
X/TIME key.
X X/TIME
4. Enter the desired allocation.
Note for the CHECK TYPE entry: enter 0 for soft check or enter 1 for hard check.
1
2
6
7
CASH
PLU
CLERK
3
GROUP
4
CHECK#
5
SOFT CHECK LINES
CHECK TYPE : Hard(1), Soft(0)
MIX & MATCH
5. Repeat from step 3 to allocate another area, or press the CASH key to finalize the program.
If the allocation is accepted, the printer will print the new allocation. If the allocation is not accepted, the message “ALLOCATION OVER . . .” will display.
CASH
82 • S-Mode Programming ER-5200M/5240M Electronic Cash Register
Memory Allocation Program Scan
You can read the current memory allocation with the following sequence:
1. Turn the control lock to the S position.
6
0
SBTL
CASH
DATE 04/02/2004 FRI TIME 08:37
================================
TTL AVALI : 187144
TTL USED : 152895
--------------------------------
1.ALLOCATED PLU IS :1000
2.ALLOCATED CLERK IS :15
3.ALLOCATED GROUP IS :20
4.ALLOCATED CHECK IS :20
5.ALLOCATED CHK LINE IS :50
6.ALLOCATED HARD(N),SOFT(Y):Y
7.ALLOCATED M&M IS :20
================================
CLERK 1 No.000001 00001
ER-5200M/5240M Electronic Cash Register S-Mode Programming • 83
Function Key Assignment Programming
Function keys may be relocated, inactivated or changed with this program. For example, you may wish to place functions, such as PREVIOUS BALANCE and SERVICE, which are not placed on the default keyboard. Or perhaps, you may wish to remove a function, such as CANCEL, for security reasons.
Please note the following limitations:
• If you assign a duplicate of a function code, the duplicate will function exactly as the original - you will not get separate totals and counters on reports for the duplicated key.
• You can reassign keys only in locations that are programmable. See "Keyboards" on page
17, where the key locations that may be programmed are identified.
To Assign a Function Key to a Location
1. Turn the control lock to the S position.
7 0 SBTL
3. Refer to page 82 to find the code for the key you wish to assign. Enter the code and press the location you wish to program. Repeat this step to assign another key.
Key
Location
Key Code
CASH
84 • S-Mode Programming ER-5200M/5240M Electronic Cash Register
Function Key Codes
Code Function Code Function
133
134
135
136
137
138
139
140
141
142
143
129
130
131
132
125
126
127
128
1
117
120
121
122
123
124
NLU 1
NLU 117
Numeric 1
Numeric 2
Numeric 3
Numeric 4
Numeric 5
Numeric 6
Numeric 7
Numeric 8
Numeric 9
Numeric 0
Numeric 00
DECIMAL
#/NS
%1
%2
%3
%4
%5
XTIME
ADD CHECK
CANCEL
CASH
CHARGE 1
CHARGE 2
159
160
161
162
163
164
165
166
167
168
169
155
156
157
158
151
152
153
154
144
145
146
147
148
149
150
CHARGE 3
CHARGE 4
CHARGE 5
CHARGE 6
CHARGE 7
CHARGE 8
CHECK CASHING
CHECK ENDORSE
CHECK
CHECK #
CLEAR
CLERK
CURR. CONV. 1
CURR. .CONV. 2
CURR. CONV. 3
CURR. CONV. 4
DRIVE THRU
EAT-IN
ERROR CORR
F/S SHIFT
F/S SUB
F/S TEND
GUEST #
PLU
MACRO 1
MACRO 2
Cod e
185
186
187
188
189
190
191
192
193
194
195
181
182
183
184
177
178
179
180
170
171
172
173
174
175
176
Function Code
MACRO 3
MACRO 4
MACRO 5
MACRO 6
MACRO 7
MACRO 8
MACRO 9
MACRO 10
MDSE RETURN
MODIFIER 1
MODIFIER 2
MODIFIER 3
MODIFIER 4
MODIFIER 5
P/BAL
PAID OUT 1
PAID OUT 2
PAID OUT 3
RECT FEED
PRINT CHECK
PROMO
REC ON ACCT 1
215
211
212
213
214
REC ON ACCT 2
REC ON ACCT 3
SBTL
SCALE
207
208
209
210
203
204
205
206
196
197
198
199
200
201
202
Function
INACTIVE
NON ADD
FINALIZE
PAYMENT
PAY TEND
SERVICE
TABLE #
TARE
TAKE OUT
TAX EXEMPT
TAX SHIFT 1
TAX SHIFT 2
TAX SHIFT 3
TAX SHIFT 4
TIP
VOID
WASTE
VALIDATION
RCPT ON/OFF
DETAIL FEED
ER-5200M/5240M Electronic Cash Register S-Mode Programming • 85
ER-5240M Keyboard Expansion
The default ER-5240M can be expanded from 15 to 40 NLU keys. This program sequence must be performed to activate the expanded keyboard.
Caution: After memory is cleared, the default program will set the ER-5240M register in the 15 key configuration. If you are using 40 NLU keys, you must use this program to reset the 40 key configuration.
1. Turn the control lock to the S position.
9 0 0 SBTL
3. For 15 NLU keys, enter 0 and press the CASH key.
0 CASH
For 40 NLU keys, enter 1 and press the CASH key.
1 CASH
CASH
86 • S-Mode Programming ER-5200M/5240M Electronic Cash Register
RS-232 Communication Option Programs
You must define the device(s) attached to the RS-232C communications ports, and the options for the device(s).
1. Turn the control lock to the S position.
3. Refer to the chart RS-232C option chart that follows and enter the number of the option
(N1) you wish to program and press the X/TIME key.
4. Enter the value (N2) that represents your selection and press the CASH key.
5. Repeat from step 2 for any additional options you wish to program.
8
Repeat for another
Index
Port 1
(standard)
Port 2
(standard)
2
3
4
8
Parity
0
1
Data Bits
Stop Bits
SBTL OPTION XTIME VALUE CASH CASH
SBTL OPTION XTIME VALUE CASH CASH
RS-232 Option Chart
Address Option
1
Baud Rate
0
1
2
0
1
0
1
Value
0
1
2
3
4
Selection
9600 BPS
1200 BPS
2400 BPS
4800 BPS
19200 BPS
NONE
ODD
EVEN
8 BITS
7 BITS
1 BIT
2 BIT
ER-5200M/5240M Electronic Cash Register S-Mode Programming • 87
Address
5
6
7
8
9
10
11
12
Option
Device Function
Initial Feeding Line KP
End Feeding Line KP
Initial Feeding Line Slip
Print Line On Guest Check
Scale Type
Printer Type
Display Type
Value
0
1
2
3
4
5
6
7
9
0 - 20
0 - 20
0 - 20
0 - 50
15
16
17
0
1
9
10
11
12
13
14
6
7
8
3
4
5
0
1
0
1
2
Selection
NONE
PC
SCALE
Remote Journal (TVS Interface)
Remote Printer
EFT Device
Scanner
COIN
Pole Display
NCI
CAS
NONE
SAMSUNG SRP-100
SRP-270/SRP-500
SRP-300
SRP-350
CITIZEN 3550
CITIZEN 810
CITIZEN 230
EPSON TM T88-2
EPSON U200
EPSON U295
EPSON U300
EPSON U325
EPSON U375
STAR SP-200
STAR SP-298
STAR SP-300
STAR TSP-200
EPSON
ICD
Note: If both ports are set to the same device, Port 1 runs first. For example, if you wish to use
Port 2 for PC, Port 1 must be set to another device, or None.
88 • S-Mode Programming ER-5200M/5240M Electronic Cash Register
Updating Firmware Program
The ER-5200M/5240M firmware program is loaded in flash EPROM. Occasionally, CRS/SAM4s may provide updates to the firmware in order to fix bugs and/or update the register feature set. The firmware program can be transferred from a PC to an ER-5200M/5240M through the register’s RS-
232C ports.
Note: There are two parts to the firmware program: Boot area and Program area. In most cases, you will only need to update the program area. You will be notified where updates are required.
Update Files
To complete the firmware update, you will be supplied with the following files:
• Download.exe (The update utility program)
• ER5200M.bin and/or ER5240M.bin
PC Connection Cable
Use one of the following cables:
• CRS Part # 522035 (Register DB-9M to PC DB-9F)
• CRS Part # 522038 (Register DB-9M to PC DB-25F)
SAM4s
DB-9M
Part # 522035
PC
DB-9F
DCD1
RXD2
TXD3
DTR4
GND5
DSR6
RTS7
CTS8
VCC9
1DCD
2RXD
3TXD
4DTR
5GND
6DSR
7RTS
8CTS
9RI
SAM4s
DB-9M
Part # 522038
PC
DB-25F
DCD1
RXD2
TXD3
DTR4
GND5
DSR6
RTS7
CTS8
VCC9
1ChGND
2TXD
3RXD
4RTS
5CTS
6DSR
7GND
8DCD
20DTR
ER-5200M/5240M Electronic Cash Register S-Mode Programming • 89
Update Boot Area
Note: There are two parts to the firmware program: Boot area and Program area. In most cases, you will only need to update the program area. You will be specifically notified when Boot area updates are required.
1. Connect the Serial Cable From ECR to PC.
2. At the register, turn the control lock to the S position.
3. Turn the power switch to the OFF position.
4. Press and hold the CASH key.
5. While continuing to hold the CASH key, turn the power switch to the ON position.
(The display will show nothing and the error tone will sound.) Release the CASH key.
7. At the PC, execute the program “Download.exe”. The Download dialog box displays.
8. Select the appropriate com port connection at your PC at the PORT# option buttons.
ER5200M.bin or ER5240M.bin.
10. Select Boot area only in the Select One option buttons.
11. Press OK Button. The download takes about 15 seconds; the scroll bar will track the progress of the download.
12. The message Completed displays. Click OK and the Download program will close.
At the register, turn the power switch to OFF.
90 • S-Mode Programming ER-5200M/5240M Electronic Cash Register
Update Program Area
1. Connect the Serial Cable From ECR to PC.
2. At the register, turn the control lock to the S position.
3. Turn the power switch to the OFF position.
4. Press and hold the CASH key.
5. While continuing to hold the CASH key, turn the power switch to the ON position.
(The display will show nothing and the error tone will sound.) Release the CASH key.
7. At the PC, execute the program “Download.exe”. The Download dialog box displays.
8. Select the appropriate com port connection at your PC at the PORT# option buttons.
ER5200M.bin or ER5240M.bin.
10. Select Program code only in the Select One option buttons.
11. Press OK Button. The download takes about 1-2 minutes; the scroll bar will track the progress of the download.
12. The message Completed displays. Click OK and the Download program will close.
13. At the register, turn the power switch to the OFF.
14. See “Clearing Memory” on page 78 and perform a memory all clear in order to install the default program.
ER-5200M/5240M Electronic Cash Register S-Mode Programming • 91
92 • S-Mode Programming ER-5200M/5240M Electronic Cash Register
P-Mode Programming
Default Program
The ER-5200M/5240M arrives with a default or generic program already installed. Program options are set to 0 (Zero), unless otherwise noted, which means the machine can be operated immediately after a RAM clear procedure is performed.
For example:
• All keyboard PLUs are nontaxable and open, without entry limits by default status programming of "000000000".
• All system options are set to 0 in default programming, unless otherwise noted. Change only the options that will deviate from default programming. There is no need to re-enter an option status of 0, since 0 is its original setting.
• All programming (unless otherwise noted) is done with the control lock in the P position.
Each section details a specific area of register programming.
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 93
Tax Programming
The ER-5200M/5240M has the capability to support four separate taxes.
Taxes can be calculated as either a straight percentage rate of between .001% and 99.999%, or a 60 break point tax table. Each tax may be either an add-on tax (added to the cost of a taxable item), or a value added tax (VAT) that is included in the price of the item.
Tax rate 4 may be set to function as the Canadian Goods & Services Tax (GST). If Tax 4 is
designated as GST, table programming for the rate is not allowed.
Definitions for tax rates 1, 2, 3 & 4 are made as part of tax programming.
• If you are entering a tax rate (add-on or VAT), see "Straight Percentage Tax Rate
Programming" to enter the percentage rate.
• If you are entering a tax table, see “Tax Table Programming” to enter the tax break points.
• If you are entering a Canadian Goods and Services Tax (GST), use tax rate 4 for the GST tax, and use tax rates 1, 2 and/or 3 for any other provincial tax or taxes. See "Straight
Percentage Tax Rate Programming" to enter the GST status and percentage rate.
Important Note: After you have entered your tax program(s), test for accuracy by entering several transactions of different dollar amounts. Carefully check to make sure the tax charged by the cash register matches the tax on the printed tax chart for your area. As a merchant, you are responsible for accurate tax collection. If the cash register is not calculating tax accurately, contact your dealer for assistance.
94 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Straight Percentage Tax Rate Programming
When tax requirements may be met using a straight percentage rate, use the following method to program a tax as a straight percentage.
Programming Straight Percentage Tax Rates and Status
1. Turn the control lock to the P position.
2. If the tax is a percentage rate, with a decimal. (0.000-99.999). It is not necessary to enter preceding zeros. For example, for 6%, enter 06.000 or 6.000.
3. For the type of tax:
0
If the tax is a percentage added to the sale (normal add on tax), enter:
If the tax is a percentage value added tax (VAT; calculated as part of the sale), enter: 2
4 is a Canadian GST, enter the sum of the options below:
GST (tax 4) is taxable by rate 1?
GST (tax 4) is taxable by rate 2?
GST (tax 4) is taxable by rate 3?
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
5. Press the Tax Shift key for the tax you are programming.
Tax Rate Programming Flowchart
.
Tax Rate
You must enter decimal
Tax type
GST tax
Info
TAX SHIFT
(1/2/3/4)
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 95
Tax Table Programming
In some cases, a tax that is entered as a percentage does not follow exactly the tax charts that apply in your area (even if the tax chart is based on a percentage). In these cases, we recommend that you enter your tax using tax table programming. This method will match tax collection exactly to the break points of your tax table.
Before programming, obtain a copy of the tax table you wish to program. You will need the printed tax table if you wish to determine the break point entries yourself.
Note: You can enter up to 60 break points.
Determining Break Point Entries
1. Examine the printed tax table for the tax you are programming.
2. Refer to the “Tax Table Programming Example - Illinois 6% Tax Table” to help with this exercise.
3. Calculate the break point differences by subtracting the high side of the previous range from the high side of the dollar range.
4. Examine the pattern of break point differences to determine when the break points begin to repeat. Mark the beginning break points that do not fit a pattern as “non-repeat breaks.” Mark the break points that are repeating in a pattern as “repeat breaks.”
Programming a Tax Table
1. Turn the control lock to the P position.
1, TAX SHIFT 2, TAX SHIFT 3 or TAX SHIFT 4.
3. Enter the maximum amount that is not taxed and press the appropriate TAX SHIFT key.
4. Enter the first tax amount charged and press the appropriate TAX SHIFT key.
5. For each non-repeat break point, up to the last non-repeat break point, enter the high side from the sale dollar range and press the appropriate TAX SHIFT key.
6. For the last non-repeat break point, enter the high side from the sale dollar range and press the X/TIME key.
7. For each repeat break point, enter the high side from the sale dollar range and press the appropriate TAX SHIFT key.
96 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Tax Table Programming Example - Illinois 6% Tax Table
Tax Charged Sale Dollar Range
Break point
Differences
$0.00
$0.01
$0.02
$0.03
$0.04
$0.05
$0.06
$0.07
$0.08
$0.09
$0.10
$0.11
$0.12
$0.13
$0.14
$0.00 - $0.10
$0.11 - $0.21
$0.22 - $0.38
$0.39 - $0.56
$0.57 - $0.73
$0.74 - $0.91
$0.92 - $1.08
$1.09 - $1.24
$1.25 - $1.41
$1.42 - $1.58
$1.59 - $1.74
$1.75 - $1.91
$1.92 - $2.08
$2.09 - $2.24
$2.25 - $2.41
11
17
18
17
18
17
16
17
17
16
17
17
16
17
Non-Repeat
Repeat
To enter the sample program for the Illinois 6% tax table in tax 1:
10. Enter 1 2 4 (repeat break point), press the TAX SHIFT 1 key.
11. Enter 1 4 1 (repeat break point), press the TAX SHIFT 1 key.
12. Press the CASH key to complete the tax program.
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 97
PLU Programming
All PLUs, whether they are registered by pressing a PLU key on the keyboard, or by entering the PLU number and pressing the PLU key, have the same programming options. These options are set through separate programs:
• “Program 100 - PLU Status Programming" determines whether the PLU is open, preset or inactive. Also selected here are tax, food stamp, scale, negative, single item, hash, gallonage, compulsory number entry, compulsory validation, compulsory condiment and print options.
• “Program 110 - PLU Auto Tare Programming” allows you to select up to three groups where each PLUs sales will accumulate.
• “Program 150 - PLU Group Assignment” allows you to select up to three groups where each PLUs sales will accumulate.
• “Program 200 - PLU Price/HALO Programming” determines the PLU price if the PLU is preset, or the high amount lock out (HALO) if the PLU is open.
• “Program 250 - PLU Stock Amount Programming” allows you to add stock to the PLU sales counters for PLUs you have designated as stock keeping PLUs.
• “Program 300 - PLU Descriptor Programming” allows you to set a unique descriptor, up to 18 characters, for each PLU.
• “Program 350 - PLU Link Programming” allows you to link a PLU to another PLU, so that registration of the first PLU will automatically trigger registration of the linked PLU.
• “Program 400 – PLU Delete Programming” allows you to delete a PLU.
• “Program 450 – PLU Mix and Match Programming” allows you to designate items eligible for mix and match discounts.
98 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 100 - PLU Status Programming
1. Turn the control lock to the P position.
2. To begin the program, enter 1 0 0, press the SBTL key.
1 0 0 SBTL
3. Select the PLU or PLUs you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• If sequential PLUs are to receive the same status, press the first PLU key and then press the last PLU key.
PLU PLU
• Enter the number of the PLU (up to 15 digits) and press the PLU key.
PLU
• Enter the number of the first PLU in a range of PLUs that are to receive the same setting; press the PLU key. Enter the last number in the range; press the PLU key.
PLU PLU
4. Refer to the "PLU Status Chart" to determine the values for N1 through N9. (If an address offers more than one option, add the values for each option and enter the sum.
For example, if you wish the PLU to be taxable by rates 2 and 4, add the values for your choices, 1 + 4, and enter the sum "5" for address N2.) Enter the values you have selected, press the X/TIME key. (You do not need to enter preceding zeros. For example, if you are only selecting a value for N9, just enter that value.)
N1 N2 N3 N4 N5 N6 N7 N8 N9 X/TIME
5. To program additional PLUs, repeat from step 3, or press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 99
PLU Status Chart
N1
N2
N3
N4
N5
N6
N7
N8
N9
PLU is preset?
PLU is override preset ?
PLU is taxable by rate 1?
PLU is taxable by rate 2?
PLU is taxable by rate 3?
PLU is taxable by rate 4?
PLU is food stamp eligible?
PLU is negative item?
PLU is hash?
PLU is single item?
Compulsory non-add number?
PLU is gallonage?
PLU is stock?
PLU is inactive?
PLU is scalable?
PLU is auto-scale entry?
PLU is a condiment?
Compulsory condiment entry?
Print PLU on receipt?
Print PLU on detail?
Print PLU on check?
Print item’s price on receipt?
Print item’s price on check?
PLU is disabled PROMO function?
PLU counter is not reset when a PLU Z report is done?
PLU is preset override in MGR control?
Value
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 0
No = 4
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 2
No = 0
= Sum
100 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
PLU Options - Reference Information
Option Description
PRESET OVERRIDE If Yes, you can enter a price to override the preset price.
FOOD STAMP
ELIGIBLE
Select Yes to accumulate a total of food stamp eligible items in the current sale. The total can be viewed by pressing the F/S SUB key and food stamps can be tendered with the F/S TEND key.
HASH
SINGLE ITEM
Items designated with HASH status add to the current sale, but do not add to the registers grand total. HASH items may or may not add to the net sales total - see system option programming. Use hash for lottery sales or bottle deposits.
Select Yes for a single item PLU. Single item PLUs automatically total as a cash sale immediately after the PLU entry. Single item PLUs are used to speed up one item sales.
NON-ADD # COMP Select Yes to enforce the entry of a non-add number before a registration can be made.
GALLONAGE ITEM
Select Yes to compute gallons sold. The gallons sold will print along with the price entry on the receipt. The total gallons sold will accumulate in the
PLU counter. You must program the price per gallon (in tenths of a cent, i.e.
$1.299 for $1.29 and 9/10) in the PRICE/HALO field.
STOCK ITEM
SCALEABLE
Select Yes if you wish to track the number of items remaining in stock using the Stock report.
If Yes, the PLU will work only when you are multiplying a weight from an optional scale or when multiplying a manually entered weight. (For example, enter weight, press SCALE, then register PLU.)
AUTO SCALE
CONDIMENT
COMPULSORY
CONDMNT
PRINT ON RECEIPT
PRINT ON DETAIL
PRINT ON CHECK
PRT PRICE ON
RCPT
Select Yes if you wish entries into this PLU to be automatically multiplied by the weight on the optional scale.
Select Yes if you wish the item to act like a condiment on the kitchen printer.
Items with this status will satisfy the requirements of items with compulsory condiment status.
Select Yes if you wish to force the entry of a condiment after this item is entered.
Select No if you wish to suppress printing of the item at the designated location.
Select No if you wish to suppress printing of the item's price on the receipt.
PRT PRICE ON CHK Select No if you wish to suppress printing of the item's price on the check.
DISABLE PROMO Select Yes to block the PROMO function on this PLU.
COUNTER NOT
RESET
PRESET OVERRIDE
IN MGR CONTROL
Select Yes if you do not wish to reset the PLU item counter on the Z PLU report.
If preset override is Yes, then you can force manager control for preset override.
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 101
Program 110 - PLU Auto Tare Programming
1. Turn the control lock to the P position.
2. To begin the program, enter 1 1 0, press the SBTL key.
1 1 0 SBTL
3. Select the PLU or PLUs you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• If sequential PLUs are to receive the same status, press the first PLU key and then press the last PLU key.
PLU PLU
• Enter the number of the PLU (up to 15 digits) and press the PLU key.
PLU
• Enter the number of the first PLU in a range of PLUs that are to receive the same setting; press the PLU key. Enter the last number in the range; press the PLU key.
PLU PLU
4. Enter a value (1-5) to indicate the number of the preprogrammed tare weight you want to automatically subtract when the PLU is used for scale entry (using an optional scale), and then press the X/TIME key. Enter 0 to disable automatic tare subtraction.
X/TIME
5. To program additional PLUs, repeat from step 3, or press the CASH key to finalize the program.
CASH
102 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 150 - PLU Group Assignment
Each PLU may report to any three of 20 groups. Group totals appear on reports, so that you can track sales of different types of items. A group can also be used to designate items that are to print on an optional kitchen printer. The first of the three groups to which a PLU can be assigned determines kitchen printer routing.
Note: The PLU will report to group "1", if not programmed to report to another group.
1. Turn the control lock to the P position.
2. To begin the program, enter 1 5 0, press the SBTL key.
1 5 0 SBTL
3. Select the PLU or PLUs you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• If sequential PLUs are to receive the same status, press the first PLU key and then press the last PLU key.
PLU PLU
• Enter the number of the PLU (up to 15 digits) and press the PLU key.
PLU
• Enter the number of the first PLU in a range of PLUs that are to receive the same setting; press the PLU key. Enter the last number in the range; press the PLU key.
PLU PLU
4. Enter up to three 2-digit numbers representing the groups where you wish to add the
PLUs sales, i.e. enter 1 0 for group 10 or enter 0 4 for group four. Press the X/TIME key.
1 st
Group
X/TIME
2 nd
Group 3 rd
Group
5. To program additional PLUs, repeat from step 3, or press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 103
Program 200 - PLU Price/HALO Programming
If a PLU is open, set the HALO (high amount lock out) here. If a PLU is preset set the preset price here. If a PLU is set with gallonage status, enter the price per gallon here. (Enter price per gallon in tenths of a penny, i.e. 1299 for $1.29 9/10 per gallon.)
1. Turn the control lock to the P position.
2. To begin the program, enter 2 0 0, press the SBTL key.
2 0 0 SBTL
3. Select the PLU or PLUs you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• If sequential PLUs are to receive the same status, press the first PLU key and then press the last PLU key.
PLU PLU
• Enter the number of the PLU (up to 15 digits) and press the PLU key.
PLU
• Enter the number of the first PLU in a range of PLUs that are to receive the same setting; press the PLU key. Enter the last number in the range; press the PLU key.
PLU PLU
4. If the PLU is open, enter a HALO of up to 7 digits. If the PLU is preset, enter a preset price. (The maximum preset price you can enter is $50,000.00.)
X/TIME
Price/HALO
5. To program additional PLUs, repeat from step 3, or press the CASH key to finalize the program.
CASH
104 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 250 - PLU Stock Amount Programming
With this program, you can you can add stock to the PLU sales counters for PLUs you have designated as stock PLUs. See "Program 100 - PLU Status Programming" to set option N5 to set stock status. The stock number set here can be the amount of stock that is being added to the current level, or optionally, it can be the new total stock level. See option #18 in "System Option
Programming" to set this option.
1. Turn the control lock to the P position.
2. To begin the program, enter 2 5 0, press the SBTL key.
2 5 0 SBTL
3. Select the PLU or PLUs you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• If sequential PLUs are to receive the same status, press the first PLU key and then press the last PLU key.
PLU PLU
• Enter the number of the PLU (up to 15 digits) and press the PLU key.
PLU
• Enter the number of the first PLU in a range of PLUs that are to receive the same setting; press the PLU key. Enter the last number in the range; press the PLU key.
PLU PLU
4. Enter the stock amount you wish to add (up to six digits), press the X/TIME key.
X/TIME
Stock Amount
5. To program additional PLUs, repeat from step 3, or press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 105
Program 300 - PLU Descriptor Programming
Program descriptors by typing descriptors on the alpha keyboard overlay or by entering three digit alpha character codes. To enter descriptors by three digit alpha character codes you must add a value of ‘1’ to system option #25 (See “System Option Programming” on page 112).
Note: You can program descriptors up to 18 characters, however only the first 16 will appear on the display.
1. Turn the control lock to the P position
2. To begin the program, enter 3 0 0, press the SBTL key.
3 0 0 SBTL
3. Select the PLU you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• Enter the number of the PLU (up to 15 digits) and press the PLU key.
PLU
4. If you are programming using an alpha keyboard overlay, type up to 18 descriptors on the overlay and press the X/TIME key.
Type up to 18
descriptor keys
X/TIME
If you are programming using descriptor codes, enter up to 18 three-character codes and press the X/TIME key. (See “Descriptor Code Chart” on page 108.)
Enter up to 18 three-
character codes
X/TIME
5. To program additional PLUs, repeat from step 3, or press the CASH key to finalize the program.
CASH
106 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
ER-5200M Alpha Keyboard Overlay
!
Q
A
@
W
S
#
E
D
$
R
F
%
T
G
^
Y
H
&
U
J
*
I
K
(
O
L
)
P
;
-
<
'
Z X C V B N M , . / :
CAPS DOUBLE SPACE SPACE SPACE SPACE SPACE CAPS DOUBLE
BACK
SPACE
“
+
>
?
CLEAR
= 7
4
1
0
8
5
2
00
9
6
3
.
ER-5240M Alpha Keyboard Overlay
RECT
FEED
ERROR
CORR
VOID
DETL
FEED
RCPT
ON/OFF
P
L
U
#/NS
CLEAR
7 8
TAX 1
X/TIME
9
!
Q
A
@
W
S
#
E
D
CANCEL RETURN
% 1 % 3
% 2 % 4
4
1
0
5
2
00
6
3
.
Z
_
X
+
C
<
$
R
F
V
>
%
T
G
B
CAPS DBL SPACE DBL
B-
SPACE
^
Y
H
B
?
-
&
U
J
N
:
.
*
I
K
M
=
/
(
O
L
CHECK
SBTL
CASH
)
P
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 107
Descriptor Code Chart
CHAR
CODE
CHAR
Ç ü é â ä à å ç ê ë
001 002 003 004 005 006 007 008 009 010
è ï î ì Ä Å É æ Ǽ ô
CODE
CHAR
CODE
CHAR
011 012 013 014 015 016 017 018 019 020
ö ò û ù ÿ ö Ü ¢ £ ¥
021 022 023 024 025 026 027 028 029 030
€ SPACE ! " # $ % & '
(
CHAR ) * + , - . / 0 1 2
CODE 041 042 043 044 045 046 047 048 049 050
CHAR 3 4 5 6 7 8 9 : ; <
CODE 051 052 053 054 055 056 057 058 059 060
CHAR = > ? @ A B C D E F
CODE 061 062 063 064 065 066 067 068 069 070
CHAR G H I J K L M N O P
CODE 071 072 073 074 075 076 077 078 079 080
CHAR Q R S T U V W X Y Z
CODE 081 082 083 084 085 086 087 088 089 090
CHAR
CODE a b c d
091 092 093 094 095 096 097 098 099 100
CHAR e f g h i j k l m n
CODE 101 102 103 104 105 106 107 108 109 110
CHAR o p q r s t u v w x
CODE 111 112 113 114 115 116 117 118 119 120
123
Double
999
108 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 350 - PLU Link Programming
PLU link programming allows you to link a PLU to another PLU, so that registration of the first PLU will automatically trigger registration of the linked PLU. For example, you may wish to link a bottle deposit with the sale of beverages, or you may wish to register a group of items normally sold together.
1. Turn the control lock to the P position.
2. To begin the program, enter 3 5 0, press the SBTL key.
3 5 0 SBTL
3. Select the PLU you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• Enter the number of the PLU (up to 15 digits) and press the PLU key.
PLU
4. Enter the number of the PLU you wish the PLU linked to; press the PLU key. Or press the PLU key on the keyboard you wish the PLU linked to.
PLU
PLU
Or,
If you want to unlink
0 PLU
5. To program additional PLUs, repeat from step 3, or press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 109
Program 400 – PLU Delete Programming
NOTE: To delete a PLU, all totals for the PLU must be cleared from Z reports (including Stock and PLU reports.)
1. Turn the control lock to the P position.
2. To begin the program, enter 4 0 0, press the SBTL key.
4 0 0 SBTL
3. Select the PLU or PLUs you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• Press the first PLU key that is to be deleted and press the last PLU key.
PLU PLU
• Enter the number of the PLU you wish to delete and press the PLU key.
PLU
• Enter the number of the first PLU in a range you wish to delete and press the PLU key. Enter the last number in the range; press the PLU key.
PLU PLU
X/TIME
5. To program additional PLUs, repeat from step 3, or press the CASH key to finalize the program.
CASH
110 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 450 – PLU Mix and Match Programming
If a PLU is eligible for a mix and match discount, enter the mix and match table for the PLU here. See
“Mix and Match Discount Programming” on page 148 for more information.
1. Turn the control lock to the P position.
2. To begin the program, enter 4 5 0, press the SBTL key.
4 5 0 SBTL
3. Select the PLU or PLUs you wish to program in one of the following ways:
• Press a PLU key on the keyboard or scan the item.
PLU
• Enter the number of the PLU (up to 15 digits) you wish to program and press the
PLU key.
PLU
4. Enter the number of the Mix & Match Table (1-20) and press the X/TIME key.
X/TIME
5. To program additional PLUs repeat from step 3, or press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 111
System Option Programming
Refer to the “System Option Table” to review the system options. Read each option carefully to determine if you wish to make any changes.
NOTE: Because after clearing memory all options settings are automatically set to 0, and because your most likely option selections require a status setting of 0, you do not need to program this section unless you wish to change the default status.
Programming a System Option
1. Turn the control lock to the P position.
3. Enter a system option address and press the X/TIME key.
4. Enter the number representing the status you have selected, or if there is more than one decision to be made in an address, add the values representing your choices for each decision and enter the sum. Press the SBTL key.
5. Repeat from step 3 for each system option you wish to change.
System Option Flowchart
3 0 SBTL
Repeat for each
System Option
Option #
X/TIME
Status
SBTL CASH
112 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
System Option Table
Address SYSTEM OPTION
1
2
3
4
5
6
7
8
9
10
11
Beeper is active?
Clerk operation is real clerk key?
Clerk sign on method is:
Clerks are:
Direct entry =
Code entry =
Pop-up =
Stay down =
Enforce closed drawer for register operation?
Open drawer alarm is active?
The number of seconds before the open drawer warning tone sounds (default is 30 seconds).
Allow the post tender function?
Drawer is opened on post tender?
Allow multiple receipts?
Cash declaration is compulsory before reports may be taken?
Allow negative balance sales in the X control lock position only?
Allow zero balance sales in the X control lock position only?
Consecutive number is reset after a financial report?
Grand total is reset after a Z Financial report?
Cash drawer will open when reports are run?
Open drawer during training mode?
Yes = 1
No = 0
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 1
No = 0
Yes = 0
No = 2
Yes = 0
No = 4
0-3 Decimal place: (0,1,2,3) default=2
Date format is: MMDDYY = 0(default)
DDMMYY = 1
YYMMDD = 2
VALUE = SUM
Yes = 0
No = 1
Yes = 2
No = 0
0
1
1
0
Yes = 0
No = 1
Yes = 2
No = 0
1-99
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 113
Address SYSTEM OPTION
12
13
14
15
16
17
18
19
20
VALUE
Percentage and Tax calculations will:
Split price calculations will:
Round up at 0.005 = 0(default)
Always round up =
Always round down =
1
2
Round up at 0.005 = 0(default)
Always round up = 1
Always round down =
Eat-in/Take-out/Drive Thru procedure compulsory before tendering is allowed?
Hash is Normal =
Non-add =
Reset the Financial report Z counter after a Z1
Financial report?
Reset the Time report Z counter after a Z1 Time report?
Reset the PLU report Z counter after a Z1 PLU report?
Reset the Clerk report Z counter after a Z1 Clerk report?
Reset the Group report Z counter after a Z1
Group report?
Reset the Daily sales report Z counter after a Z2
Daily sales report?
Paper sensor is enabled?
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 1
No = 0
Split pricing is deactivated?
Enable direct multiplication?
Stock counter programming:
Adds to current level =
Replaces current level =
The number of numeric digits: 0 is no limit
2
Yes = 1
No = 0
0
2
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 1
No = 0
2
0
0-14
Allow multiplication by more than one digit?
Tender Validation amount is:
Amount tendered =
Amount of sale =
Yes = 1
No = 0
2
0
= SUM
114 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Address
21
22
23
24
25
26
27
28
29
30
31
SYSTEM OPTION
Display “add” price of linked item?
Allow sale when stock reaches “0”?
Allow Swedish round on subtotal?
Allow Swedish round on cash?
Allow Z stock report?
Training mode
Auto Cutter?
Program descriptors with Overlay?
NOT USED
Disable Cash Declaration?
Modifier is:
Table Management =
Clerk Interrupt =
Pop-up after item =
Pop-up after sale =
Stay-down =
Require manager to open/close checks?
Enable charge posting functions?
Enter =
Exit =
Receipt Buffer:
A maximum of 100 lines may be entered per transaction =
Entry of more than 100 Lines is allowed, however a buffered receipt is not itemized =
Normal EFT Draft =
Add tip line to EFT Draft =
Price embedded barcode type:
Disabled =
Type 1 =
Type 2 =
Type 4 =
Type 7 =
Pin Pad Type:
DUKPT =
ROTATE =
VALUE
Yes = 1
No = 0
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 0
No = 2
1
0
Yes = 1
No = 0
Yes = 0
No = 1
Yes = 4
No = 0
0
1
0
1
2
Yes = 1
No = 0
Yes = 2
No = 0
0
2
3
4
7
0
1
0
1
0
1
= SUM
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 115
System Options - Reference Information
# Option
1
Clerk Operation is real clerk key
2
6
21
22
Clerk sign on method is Direct Entry or
Code Entry
Allow the post tender function
14
Hash is NORMAL or NON-ADD
17
Split Pricing is deactivated?
18
Enable Direct Multiplication
21
Display add price of linked item?
Allow swedish round on subtotal?
Allow swedish round on cash?
Description
Select Y if the optional bayonet clerk lock and key system is installed.
For direct entry, enter the clerk code and press the CLERK key. For code entry, press the CLERK key, enter the clerk code and press the CLERK key.
Select Y to allow re-tendering should a second change calculation become necessary.
Re-enter the tendered amount and press the
CASH key to show the new change computation.
Normal Hash adds to all totals except the gross and net sales totals on the financial report.
Non-add Hash doees not add to any totals, except the HASH total on the financial report.
If N, both multiplication and split pricing calculations can be done with the @/FOR key. If Y, only multiplication can be done with the @/FOR key.
If Y, you can multiply preset items by simply entering the quantity, then pressing the preset
PLU key.
When Y, the customer display shows a total of the item and linked item. For example, if
PLU is $1.00 and is linked to PLU2, which is
$0.25, the display will show $1.25.
Swedish rounding rounds as below:
.00 - .02 = .00
.03 - .07 = .05
.08 - .09 = .10
116 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
# Option
26
Table Management, or
27
28
29
Clerk Interrupt
Modifier is:
Require manager to open/close checks?
Enable charge posting functions?
Buffer memory use
Pop-up after item?
Pop-up after sale?
Stay-down?
More than 100 lines
Description
Clerk Interrupt allows you to temporarily suspend an incomplete transaction by signing on a new clerk. The new clerk can begin a new transaction with the first transaction temporarily suspended. The original transaction can be recalled for completion by signing on the original clerk. You cannot use check/table tracking or charge posting when the clerk interrupt system is implemented.
Using the clerk interrupt feature requires allocation of at least 2 guest checks and sufficient soft check lines to support the interrupted transaction (i.e. if 20 soft check lines are allocated, a transaction with up to
20 lines can be interrupted.)
A MODIFIER key alters the next PLU registered, either by changing the code number of the PLU so that a different item is registered, or by adding the modifier descriptor and not changing the code of the subsequent PLU. If you press a modifier key, you have the option of the modifier applying only to the next item (0), having the same modifier apply to any subsequent item registered in the same transaction (1), or having the same modifier apply to any subsequent item on any subsequent transaction (2).
When Y, you must turn the key lock to the
MGR position if you wish to open a new check or close a check. This option will usually be Y when a charge posting system is implemented and you do not wish a clerk to inadvertently open a new account.
When charge posting is enabled, the
FINALIZE, PAYMENT, and PAY TENDER keys are enabled.
If set to “normal use” transactions are limited to 100 items. If set to “more than 100 items” transactions can exceed 100 items, however, the receipt will not print items, only the total.
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 117
Print Option Programming
Refer to the “Print Option Table” to review the print options. Read each option carefully to determine if you wish to make any changes.
NOTE: Because after clearing memory all options settings are automatically set to 0, and because your most likely option selections require a status setting of 0, you do not need to program this section unless you wish to change the default status.
Programming a Print Option
1. Turn the control lock to the P position.
3. Enter a print option address and press the X/TIME key.
4. Enter the number representing the status you have selected, or if there is more than one decision to be made in an address, add the values representing your choices for each decision and enter the sum. Press the SBTL key.
5. Repeat from step 3 for each print option you wish to change.
Print Option Flowchart
4 0 SBTL
Option #
Repeat for each Print
Option
X/TIME
Status
SBTL CASH
118 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Print Option Table
1
2
3
4
5
6
7
8
9
Print media total on clerk report?
Print tax symbol?
Void/Return totals will print on the Financial report?
Audaction total will print on the Financial report?
Skip media totals with zero activity on the
Financial report?
Skip media totals with zero activity on the Clerk report?
Print Clerk report at the end of the Financial report?
Print PLU sale item number?
Print PLU with zero totals on report?
Subtotal is printed when the SBTL key is pressed?
Print percentage of sales on the PLU report?
Print consecutive number counter on receipt?
Print date on receipt?
Print time on receipt?
Print machine number on receipt?
Print clerk name on receipt?
Print Z counter on reports?
Home Currency symbol
Print receipt when sign on/off?
Print Grand total on the X Financial report?
Print Grand total on the Z Financial report?
Yes = 0
No = 2
$(Default)
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 0
No = 4
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 0
No = 2
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 0
No = 4
Yes = 0
No = 1
VALUE = SUM
Yes = 1
No = 0
Yes = 0
No = 2
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 0
No = 1
Yes = 0
No = 2
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 119
14
15
16
17
18
10
11
12
13
19
20
Print Gross total on the X Financial report?
Print Gross total on the Z Financial report?
Print the subtotal without tax on the receipt?
Tax amount to print on receipt is:
Print the tax amount on receipt?
Print taxable totals?
Print the tax rate?
Combine =
Itemize =
VALUE = SUM
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 1
No = 0
2
0
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 4
No = 0
Print a breakdown of the VAT eligible sale?
Print training mode message on the receipt during training mode operations?
Currency
Yes = 1
No = 0
Yes = 2
No = 0
CONV. #1 =
.
Symbol:
CONV. #2 =
.
CONV. #3 =
.
CONV. #4 =
.
Print the order number on the kitchen printer requisition?
Print the item’s price on the kitchen printer requisition?
Print registrations in void mode on the kitchen printer requisition?
Print registrations in training mode on the kitchen printer requisition?
Combine like items on the kitchen printer?
Consolidation of like items on check track?
Chooses volume unit when the PLU is gallonage.
Gallons =
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 0
No = 1
Yes = 0
No = 2
0
Liters = 4
120 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
21
22
23
24
25
26
27
28
Print preamble message on receipt?
Print postamble message on receipt?
Print preamble message on the guest check?
Print postamble message on the guest check?
Do not print pre/postamble message on the journal receipt?
Print average items per customer on the Financial report?
Print average sales per customer on the Financial report?
Allow a second receipt for the same transaction?
Priority print by group on the kitchen printer?
Print the PLU number and descriptor on the receipt?
Print when polling reports?
Print PLU# on PLU report?
Grand total is: Net sale =
Gross sale =
Print journal font Small =
Normal =
Print negative journal items in reverse print?
Journal print is off?
Send order to the kitchen printer when the SBTL key is pressed?
Print date on hard check?
Print pre graphic logo on receipt?
Print post graphic logo on receipt?
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
4
0
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 0
No = 2
0
1
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 121
29
30
31
32
33
35
Print pre graphic logo on guest check?
Print post-graphic logo on guest check?
Pre graphic logo
Post graphic logo
Print tax only for last serviced items?
Number of pre-feeding lines on receipt.
Number of post-feeding lines on receipt.
Print open check totals on financial report.
Print PLU report before financial report.
Default =
User =
Default =
User =
Mask credit card number on all EFT drafts?.
Print expiration date?
Yes = 1
No = 0
Yes = 2
No = 0
0
1
0
2
Yes = 0
No = 4
0-5
0-5
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 0
No = 1
Yes = 0
No = 2
0-99
34
Number of DataTran Receipt Copies:
Print Options - Reference Information
# Option
1
Print media totals on clerk report
4
5
8
Print tax symbol
Print PLU sale item number?
Print % of sales on PLU report?
Home currency symbol
Description
Select Yes to print media totals for each clerk, thus allowing clerk cash drawer accountability.
Select No to remove the tax symbol
(i.e."T1") from the print and display.
If Yes, each receipt will print the total number of PLU items sold in the transaction.
The register can calculate the percentage of sales represented by each PLU. Select Yes if you wish to print this percentage on the PLU report.
Users outside of the USA can designate a different currency symbol. To select a different symbol, type descriptors on the alpha keyboard overlay or enter three digit alpha character codes. To enter a descriptor by three digit alpha character codes you must select No in system option #25 (See “System
Option Programming” on page 54).
122 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
# Option
9
Print receipt when sign on/off?
11
Print subtotal without tax on the receipt?
13
14
15
16
17
20
23
24
30
Tax amount on receipt is:
Combine or Itemize
Print a breakdown of the VAT eligible sale?
Currency symbol:
conv.#1
conv.#2
conv.#3
conv.#4
Combine like items on the kitchen printer?
Combine like items on check track?
Print average items per customer on the
Financial report?
Print average sales per customer on the
Financial report?
Priority print by group on the kitchen printer?
Print tax only for last serviced items?
Description
Select No if you do not wish to print a receipt when signing on or off a clerk.
If you hand-write credit card slips, you may find it useful to print the merchandise subtotal. Select Yes if you wish to print the subtotal without tax on the receipt.
Select Yes if you are calculating and reporting more than one sales tax rate separately and you wish to print just the total of multiple taxes rather than itemize each tax on the receipt.
If Yes, a breakdown of the VAT eligible sale will print the net amount and the VAT amount.
If you are using the currency conversion feature, you can select the appropriate symbol for each foreign currency you are accepting. To select a different symbol, type descriptors on the alpha keyboard overlay or enter three digit alpha character codes. To enter a descriptor by three digit alpha character codes you must select No in system option #25 (See “System Option
Programming” on page 54).
If two of the same items are registered in the same transaction, you can choose the format on the kitchen requistion. For example, if
Yes, "2 HAMBURGERS; if N, "1
HAMBURGER" and "1 HAMBURGER".
Consolidation of like items can be selected for soft guest check printing. For example, if three rounds of drinks are served, the check will print "3 TAP BEER" rather than "1
TAP BEER" three times.
Choose whether to print the average items per customer (PLU sales counter/Net sales counter) or the average sales per customer
(Net Sales/Net Sales counter).
If Yes, the order in which items appear on a kitchen requisition is determined by the group to which the item is assigned, i.e. items reported to group 1 will print before items reported to group 2.
If Yes, tax is printed only for the last items posted (use for charge posting applications).
If No, a summary of tax for all items posted on the check is printed (use for restaurant guest check posting.
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 123
Function Key Programming
Three programs are used to program function keys:
• Program 70 - is used to set individual options for each function key
• Program 80 - is used to program a 12-character alphanumeric descriptor. In the case of the #/No Sale key, provision is made to program a separate descriptor for the # and No
Sale functions.
• Program 90 - is used to set a high amount limit (HALO). In the case of percentage keys
(%1-%5) the percentage rate or amount is programmed; In the case of currency conversion keys, the conversion rate is programmed.
In this chapter you will find:
• General instructions for programs 70, 80 and 90.
• Specific Program 70 option programming instructions for each function key.
Program 70 - Function Key Options
Use Program 70 to set options for function keys. Because of the differences inherent in function keys, individual options will be different. See the specific instructions for each key in this chapter to find the options for each key.
1. Turn the control lock to the P position.
2. To begin the program, enter 7 0, press the SBTL key.
7 0 SBTL
3. Enter the values for the option digit or digits. Depending on the function key you are programming, you may enter up to six digits N1 through N6. Determine the values for
N1 through N6 by referring to the specific function key information that follows. (You
do not need to enter preceding zeros. For example, if the function key offers six digits,
N1 through N6 and you are only selecting a value for N6, just enter the value for N6.)
Press the function key you wish to program.
N1 N2 N3 N4 N5 N6
FUNCTION
KEY
4. To program additional function keys, repeat from step 3, or press the CASH key to finalize the program.
CASH
124 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 80 - Function Key Descriptor
Program descriptors by typing descriptors on the alpha keyboard overlay or by entering three digit alpha character codes. To enter descriptors by three digit alpha character codes you must add a value of ‘1’ to system option #25 (See “System Option Programming” on page 112).
Note: You can program descriptors up to 18 characters, however only the first 10 will appear on the display.
1. Turn the control lock to the P position.
2. To begin the program, enter 8 0, press the SBTL key.
8 0 SBTL
3. If you are programming using an alpha keyboard overlay, type up to 18 descriptors on the overlay and press the function key you are programming.
Type up to 18
descriptor keys
FUNCTION
KEY
If you are programming using descriptor codes, enter up to 18 three-character codes and press the function key you are programming key. (See “Descriptor Code Chart” on page
108.)
Enter up to 18 threecharacter codes
FUNCTION
KEY
4. To program additional function keys, repeat from step 3, or press the CASH key to finalize the program.
CASH
Descriptor Programs for the #/No Sale Key - Programs 80 & 81
Since two distinct functions, # entry and no sale, reside on the same key, different programs are used to program each descriptor.
To program the no sale descriptor:
Repeat for another function key
8 0 SBTL
Enter up to 18 descriptor codes, or type 18 alpha overlay descriptors
FUNCTION
KEY
CASH
To program the # descriptor:
Repeat for another function key
8 1 SBTL
Enter up to 18 descriptor codes, or type 18 alpha overlay descriptors
FUNCTION
KEY
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 125
Program 90 - Function Key HALO
Use Program 90 to program a high amount lock out (HALO) for a function key. Only specific keys require this program. For example, you can set a HALO for the CASH, CHECK or CHARGE keys.
Refer to the specific function key programming information in this chapter to determine when the
HALO option is available.
Note: An 8 digit HALO has a maximum entry of $500,000.00.
1. Turn the control lock to the P position.
2. To begin the program, enter 9 0, press the SBTL key.
9 0 SBTL
3. Enter a HALO of up to eight digits, (or "0" for no HALO). Press the function key on the keyboard you wish to program.
FUNCTION
KEY
Enter 1-8 digit
HALO
4. To program additional function keys, repeat from step 2, or press the CASH key to finalize the program.
CASH
Program 90 Instructions for %1-%5 Keys
Repeat for another function key
9 0 SBTL
Enter 5 digit rate or amount (see note below)
% CASH
Note: If key is amount, enter 5 digit HALO, or 0 for no HALO. If key is percentage enter the percentage in a five-digit format, without the decimal (XX.XXX). For example: for 10%, enter
10000; for 5.55%, enter 05550; for 99.999%, enter 99999.
126 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Instructions for Currency Conversion Rate - Program 90
1. Turn the control lock to the P position.
2. To begin the program, enter 9 0, press the SBTL key.
9 0 SBTL
3. Enter the exchange rate of up to 7 digits (do not enter the decimal point), and then enter a number from 0 to 7 to indicate the decimal position. See "Currency Exchange Rate
Programming Examples" below.
Exchange Rate
Decimal
Position
4. Press the function key on the keyboard you wish to program.
FUNCTION
KEY
5. To program additional function keys, repeat from step 2, or press the CASH key to finalize the program.
CASH
Currency Exchange Rate Programming Examples
Note: Foreign currency exchange rates may be stated as “foreign currency in dollars”, or
“dollars in foreign currency”. Use the rate stated in “dollars in foreign currency” when you are programming this section.
The US dollar (home currency) is worth 1.3720 Canadian dollars (foreign currency).
1 3 7 2 0 4
Exchange Rate
Decimal
Position
The US dollar (home currency) is worth 110.24 Japanese Yen (foreign currency).
1 1 0 2 4 2
Exchange Rate
Decimal
Position
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 127
ADD CHECK - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 N2 N3
ADD
CEHCK
Address OPTION
N1
Key is inactive?
Compulsory before tendering?
N2
N3
Advance the consecutive # when this function is used?
Delete the pre/postamble when this function is used?
Exempt tax 1?
Exempt tax 2?
Exempt tax 3?
Exempt tax 4?
Validation is compulsory?
CASH
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 0
No = 4
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
CANCEL - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
CANCEL CASH
Key is active in X control lock position only?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
128 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
CASH - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 N2 N3 CASH
Address OPTION
N1
Amount tender is compulsory?
N2
Allow over tendering and under tendering in X control lock position only?
Disable under tendering?
Open cash drawer?
Exempt tax 1?
CASH
N3
Exempt tax 2?
Exempt tax 3?
Exempt tax 4?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 129
CHARGE 1-8 - Function Key Options
Repeat for another function
7 0 SBTL
Address OPTION
N1 N2 N3 N4 N5
N1
Amount tender is compulsory?
N2
N3
N4
N5
Allow over tendering and under tendering in X control lock position only?
Disable under tendering?
Open cash drawer?
Allow over tendering?
Non-add # entry compulsory?
Exempt tax 1?
Exempt tax 2?
Exempt tax 3?
Exempt tax 4?
Validation compulsory?
Connect DataTran?
Select Tramsaction Type:
(for DataTran Operations)
CHARGE
1-8
CASH
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Credit = 1
Debit = 2
Gift = 3
130 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
CHECK - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 N2 N3 N4
Address OPTION
N1
Amount tender is compulsory?
CHECK
N2
N3
N4
Allow over tendering and under tendering in X control lock position only?
Disable under tendering?
Open cash drawer?
Exempt tax 1?
Exempt tax 2?
Exempt tax 3?
Exempt tax 4?
Check endorsement compulsory?
Validation is compulsory?
CASH
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 131
CHECK CASHING - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
CHECK
CASH
CASH
Key is active in X control lock position only?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
CHECK ENDORSEMENT - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
N2
CHECK
ENDORSE
CASH
N2
Print the amount of the check and endorsement message?
Print date?
Print time?
Print clerk?
Print consecutive number?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
132 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
CHECK # - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 N2 N3 N4
Address OPTION
N1
Key is inactive?
CHECK #
N2
N3
N4
Before registering, begin a tracking number?
Opening clerk has exclusive access?
Check track # and balance will print on receipt?
Check track # and balance will print on remote?
Allow only one check per table?
Check# is automatically assigned by register?
PBAL key is used Drive thru recall key?
Length of Check (0-9)
CASH
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
0-9
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 133
DRIVE THRU / EAT IN / TAKE OUT - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7
7
7 0
0
0
SBTL
SBTL
SBTL
N1 N2
DRIVE
THRU
Repeat for another function
N1 N2 EAT IN
Repeat for another function
Address OPTION
N1
Exempt tax 1?
N1 N2 TAKE OUT
CASH
CASH
CASH
N2
Exempt tax 2?
Exempt tax 3?
Exempt tax 4?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
134 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
ERROR CORRECT - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
ERROR
CORRECT
Address OPTION
N1
Key is inactive?
CASH
Key is active in X control lock position only?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
F/S Subtotal - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
F/S
SBTL
CASH
VALUE = SUM
Yes = 1
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 135
F/S TEND - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL
Address OPTION
N1 N2 N3
F/S
TEND
N1
Exempt tax 1?
Exempt tax 2?
N2
Exempt tax 3?
Exempt tax 4?
N3
The tender is allowed in any amount?
Food stamp change is issued in:
Open cash drawer?
Cash =
Food Stamps =
Validation is compulsory?
CASH
Allow over-tender?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
4
0
Yes = 0
No = 1
Yes = 2
No = 0
Yes = 4
No = 0
GUEST - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 GUEST CASH
Address OPTION
N1
Guest count entry compulsory when you use guest check operation?
Before registering any transactoin, enter a guest count?
Print Guest # at the kitchen printer?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
136 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
#/NS - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
No Sale is inactive?
N2 N3 N4
N2
No Sale active in X control lock position only?
No Sale inactive after non-add # entry?
Enforce non-add # entry at start of sale?
Print when a NO SALE is performed?
#/NS
N3
N4
Non-add # entries are prohibited?
Compulsory non-add entry must match number of digits set in the MAX DIGIT flag below?
Print non-add on guest check?
Enter maximum number of digits for non-add number entry. Zero (0) means no limit.
CASH
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
0-8
MDSE RETURN - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
RETURN CASH
Key is active in X control lock position only?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 137
MODIFIER 1-5 - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 N2 N3
MOD-
IFIER
CASH
Address OPTION
N1
Key is active in X control lock position only?
N2
N3
Affect PLU number?
(If No, only modifier descriptor is added.)
Print modifier descriptor on the guest check?
Print modifier descriptor on the receipt?
Value of affected digit (0-9)
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
0-9
To set Affected Digit (1-4) of PLU#:
9 0 SBTL 1-4
Repeat for another function
MODIFIER CASH
PBAL - Function Key Options
Options - Program 70 (P-Mode)
7 0 SBTL N1
PREVIOUS
BALANCE
CASH
Address OPTION
N1
Previous balance may be entered at any time?
Previous balance required at the start of the sale?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
138 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
PROMO - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 N2 PROMO
Address OPTION
N1
Key is inactive?
N2
Key is active in X control lock position only?
Exempt tax 1?
Exempt tax 2?
CASH
Exempt tax 3?
Exempt tax 4?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
PAID OUT 1-3 - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
P/O CASH
Key is active in X control lock position only?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 139
PRINT CHECK - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 N2
CHECK
Address OPTION
N1
N2
Enter port. (Zero if the check will print on the receipt printer)
Automatically service the check?
CASH
VALUE = SUM
0-2
Skip printing consecutive # on the guest check?
Yes = 1
No = 0
Yes = 2
No = 0
RECD ON ACCT 1-3 - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
R/A CASH
Key is active in X control lock position only?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
140 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
SCALE - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
N2 SCALE
N2
CASH
Key is active in X control lock position only?
Allow manual entry of weight?
Subtract tare weight on the scale entry?
Weight symbol for manual entry is: Kg =
Lb =
Scaleable items can be open price or scaleable entry.
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
2
0
Yes = 4
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 141
SERVICE - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 N2 N3 N4 SERVICE
Address OPTION
N1
Compulsory non-add number before this key is used?
Print on receipt?
N2
N3
N4
Allow negative balance in X control lock position only?
Calculate tax 1?
Calculate tax 2?
Calculate tax 3?
Calculate tax 4?
Validation is compulsory?
Enter the port number if you are using a hard check system.
CASH
VALUE = SUM
Yes = 1
No = 0
Yes = 0
No = 2
Yes = 4
No = 0
Yes = 0
No = 1
Yes = 0
No = 2
Yes = 0
No = 4
Yes = 0
No = 1
Yes = 2
No = 0
0,1,2
SUBTOTAL - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
SBTL CASH
VALUE = SUM
Yes = 1
No = 0
142 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
TABLE - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL
Address OPTION
N1
N1
TABLE CASH
Table number entry compulsory before opening a new check?
Table number entry compulsory for all sales?
Print table# at the remote printer?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
TARE - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL
Address OPTION
N1 TARE
N1
Key is inactive?
CASH
Key is active in X control lock position only?
Using number 5 to manually enter a tare weight?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 143
TAX EXEMPT - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL
Address OPTION
N1
Exempt tax 1?
N1 N2
TAX
EXEMPT
CASH
N2
Exempt tax 2?
Exempt tax 3?
Exempt tax 4?
Compulsory non-add number before this key is used?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
144 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
TIP - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL
Address OPTION
N1
Type of tip is:
N1 N2 N3 N4 TIP
Percentage =
Amount =
N2
Key is inactive?
N3
N4
Key is active in X control lock position only?
Add tax rate 1?
Add tax rate 2?
Add tax rate 3?
Add tax rate 4?
Add the tip total to the NET and GROSS sales total?
CASH
VALUE = SUM
1
0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
VALIDATE - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL
Address OPTION
N1 N2 VALID
N1
N2
Enter output communication port.
Enter Zero if validation is not used.
This function is disabled?
CASH
VALUE = SUM
0-2
Allow multiple validations?
Yes = 1
No = 0
Yes = 2
No = 0
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 145
VOID - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1 VOID
Address OPTION
N1
Key is inactive?
CASH
Key is active in X control lock position only?
WASTE - Function Key Options
Options - Program 70 (P-Mode)
Repeat for another function
7 0 SBTL N1
Address OPTION
N1
Key is inactive?
WASTE CASH
Key is active in X control lock position only?
Validation is compulsory?
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
VALUE = SUM
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
146 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
%1-%5 Function Key Options
Note: See “Program 90 Instructions for %1-%5 Keys” on page 122 to set the
Options - Program 70 (P-Mode)
Repeat for another function value for the percentage or amount.
7 0 SBTL
Address OPTION
N1
Apply an:
N1 N2 N3 N4
N5
Amount =
Percentage =
N6 % CASH
N2
N3
N4
N5
N6
Key is inactive?
% Key is active in X control lock position only?
% Key is:
% Key is:
Allow % key override preset?
% Key is:
%/Amount taxable tax 1?
%/Amount taxable tax 2?
%/Amount taxable tax 3?
%/Amount taxable tax 4?
Open =
Preset =
Sale =
Item =
Reduce (or increase) the food stamp subtotal by % entry?
Allow only one time subtotal entry?
Allow multiple amount discounts (coupons) without pressing subtotal?
Allow % key preset override active in X control lock position only?
Validation is compulsory?
Affect Net Sales Total?
Positive =
Negative =
VALUE = SUM
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 4
No = 0
Yes = 1
No = 0
Yes = 2
No = 0
Yes = 0
No = 4
0
Yes = 4
No = 0
1
0
Yes = 2
No = 0
Yes = 1
No = 0
1
0
Yes = 2
No = 0
Yes = 4
No = 0
1
0
2
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 147
Mix and Match Discount Programming
Retailers often offer discounts when multiples of different items are purchased. For example, the offer: “save $5 on any three bottles of wine” can be handled by a mix and match discount. The ER-
5200M/5240M can accommodate up to 10 different mix and match discounts.
Tables have the following programming options that are set through separate programs:
• Program 600 – Trip Level Programming – This program sets the number of items that must be purchased to receive the discount
• Program 601 – Price Programming – This program sets the amount of the discount.
• Program 610 – Mix & Match Descriptor – This program allows you to set a unique, up to
18-character, descriptor for each Mix & Match discount.
You also must link eligible items to the appropriate table. See “Program 450 – PLU Mix and Match
Programming” on page 111 to identify the mix and match table for the elgible PLU.
148 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 600 – Trip Level Programming
1. Turn the control lock to the P position.
2. To begin the program, enter 6 0 0, press the SBTL key.
6 0 0 SBTL
3. Enter the number (1-10) of the mix and match table you wish to program; press the
X/TIME key.
X/TIME
4. Enter a level of up to 5 digits (the Maximum Level you can enter is 50000) and press the
SBTL key.
Enter the trip level, up to 5
digits
SBTL
5. Repeat from step 3 for each table you wish to program. Press the CASH key to finalize the program.
CASH
Program 601 – Price Programming
1. Turn the control lock to the P position.
2. To begin the program, enter 6 0 1, press the SBTL key.
6 0 1 SBTL
3. Enter the number (1-10) of the mix and match table you wish to program; press the
X/TIME key.
X/TIME
4. Enter a price (up to 7 digits) and press the SBTL key.
Price/HALO
SBTL
5. Repeat from step 3 for each table you wish to program. Press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 149
Program 610 – Mix & Match Descriptor Programming
Program descriptors by typing descriptors on the alpha keyboard overlay or by entering three digit alpha character codes. To enter descriptors by three digit alpha character codes you must add a value of ‘1’ to system option #25 (See “System Option Programming” on page 112).
1. Turn the control lock to the P position.
2. To begin the program, enter 6 1 0, press the SBTL key.
6 1 0 SBTL
3. Enter the number (1-10) of the M&M table you wish to program; press the X/TIME key.
X/TIME
4. If you are programming using an alpha keyboard overlay, type up to 18 descriptors on the overlay and press the SBTL key.
Type up to 18
descriptor keys
SBTL
If you are programming using descriptor codes, enter up to 18 three-character codes and press the SBTL key.
Enter up to 18 three-
character codes
SBTL
CASH
150 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Clerk Programming
Clerks (which may be used as cashiers), have the following programming options. These options are set through separate programs:
• Program 800 - Secret Code programming determines the code that is used for clerk sign on if a code entry sign on method is selected in system option #2 (See "System Option
Programming" on page 112.)
• Program 801 - If a second cash drawer is installed, Drawer Assignment determines which cash drawer will be opened for each.
• Program 810 - Clerk Descriptor Programming allows you to set a unique, up to 18 character, descriptor for each clerk
Before attempting any programming, all clerks must first be signed off in REG mode.
Program 800 - Secret Code Programming
1. Turn the control lock to the P position.
2. To begin the program, enter 8 0 0, press the SBTL key.
8 0 0 SBTL
3. Enter the number (1-99) of the clerk you wish to program; press the X/TIME key.
X/TIME
4. Enter a secret code (up to 6 digits); press the SBTL key.
Enter the secret code, up to 6
digits
SBTL
5. Repeat from step 3 for each clerk you wish to program. Press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 151
Program 801 - Drawer Assignment
1. Turn the control lock to the P position.
2. To begin the program, enter 8 0 1, press the SBTL key.
8 0 1 SBTL
3. Enter the number (1-99) of the clerk you wish to program; press the X/TIME key.
X/TIME
4. Enter a drawer assignment (0 (no drawer), 1 (default), or 2); press the SBTL key.
Enter 0, 1 or 2
SBTL
5. Repeat from step 3 for each clerk you wish to program. Press the CASH key to finalize the program.
CASH
Program 810 - Clerk Descriptor Programming
Program descriptors by typing descriptors on the alpha keyboard overlay or by entering three digit alpha character codes. To enter descriptors by three digit alpha character codes you must add a value of ‘1’ to system option #25 (See “System Option Programming” on page 112).
1. Turn the control lock to the P position.
2. To begin the program, enter 8 1 0, press the SBTL key.
8 1 0 SBTL
3. Enter the number (1-99) of the clerk you wish to program; press the X/TIME key.
X/TIME
4. If you are programming using an alpha keyboard overlay, type up to 18 descriptors on the overlay and press the SBTL key.
Type up to 18
descriptor keys
SBTL
If you are programming using descriptor codes, enter up to 18 three-character codes and press the SBTL key.
Enter up to 18 three-
character codes
SBTL
152 • P-Mode Programming
CASH
ER-5200M/5240M Electronic Cash Register
Group Programming
20 Group totals are available to accumulate totals of individual PLUs that are assigned to each group.
Each PLU can be assigned to one, two or three different groups. (See "Program 150 - PLU Group
Assignment" on page 103 to program PLU groups for each PLU.)
• Use program 900 to assign a group status, i.e. a group can be set to not add to the total of all groups, or a group can be used to designate like items for kitchen printer assignment.
• Use program 910 to assign a unique descriptor for each group, so that the group may be easily understood on the group report.
Program descriptors by typing descriptors on the alpha keyboard overlay or by entering three digit alpha character codes. To enter descriptors by three digit alpha character codes you must add a value of ‘1’ to system option #25 (See “System Option Programming” on page 112).
Programming Group Status - Program 900
1. Turn the control lock to the P position.
2. To begin the program, enter 9 0 0, press the SBTL key.
9 0 0 SBTL
3. Enter the number (1-99) of the group you wish to program; press the X/TIME key.
X/TIME
4. Enter an option digit from the table below, press the SBTL key.
Address OPTION VALUE = SUM
N1
N2
N3
Group total is added to the total of all groups on the Group report?
Send to kitchen printer?
No Choice
KP PORT# : R(requisition on the register receipt)
KP PORT#: 1
KP PORT#: 2
Print RED on KP?
Yes = 0
No = 1
Yes = 2
No = 0
0
1
2
4
Yes = 1
No = 0
N1 N2 N3 SBTL
5. To program additional groups, repeat from step 3, or press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 153
Programming Group Descriptors
1. Turn the control lock to the P position.
2. To begin the program, enter 9 1 0, press the SBTL key.
9 1 0 SBTL
3. Enter the number (1-99) of the group you wish to program; press the X/TIME key.
X/TIME
4. If you are programming using an alpha keyboard overlay, type up to 18 descriptors on the overlay and press the SBTL key.
Type up to 18
descriptor keys
SBTL
If you are programming using descriptor codes, enter up to 18 three-character codes and press the SBTL key.
Enter up to 18 three-
character codes
SBTL
5. To program additional groups, repeat from step 3, or press the CASH key to finalize the program.
CASH
154 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Miscellaneous Programming
Program 1500 - Macro Key Sequence Programming
Macros are special function keys that are used to execute a sequence of key depressions. For example, a macro might be used to execute a string of reports or to automatically tender a preset amount. Up to ten different macros may be placed on the keyboard. (See "Function Key Assignment Programming” on page 84 to place macros on the keyboard.)
To Program a Macro
1. Turn the control lock to the P position.
2. To begin the program, enter 1 5 0 0, press the SBTL key.
1 5 0 0 SBTL
MACRO
4. Optionally, you can turn the key lock to the to the position where you wish the macro to set the register. For example, if wish the macro to set the key lock to X to run a report, turn the key lock to X. When used in the REG position, the macro will set the register to
X and run the report. If you do not adjust the key lock here, the macro will execute the programmed keystrokes in any key position.
5. Press up to 50 keystrokes that you wish the macro to execute.
Type up to 50
keystrokes
6. Return the key lock to the P position and press the macro key to finalize.
MACRO
7. Repeat from step 3 to program additional macros. Press the CASH key to finalize the program.
CASH
To Remove a Macro
If you wish to change a macro sequence change the function key assignment of the key to ‘Inactive’, and then reassign the macro function and reprogram the keystrokes as shown above. (See “Function
Key Assignment Programming” on page 84.)
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 155
Program 700 – Logo/Endorsement Message Programming
Programming the Receipt/Check Endorsement Message
A preamble message of up to six lines can be printed at the top of each receipt; a postamble message of up to six lines can be printed at the bottom of each receipt, and an endorsement message of up to ten lines can be printed when a check is endorsed on an optional slip printer. Each line can consist of up to 32 characters.
1. Turn the control lock to the P position.
2. To begin the program, enter 7 0 0, press the SBTL key.
7 0 0 SBTL
3. Refer to the chart below and enter the number that represents the line you wish to program; press the X/TIME key.
X
X/TIME X
X
4
5
6
7
8
1
2
3
9
10
11
Message Line
1 st
line of Preamble
2 nd
line of Preamble
3 rd
line of Preamble
4 th
line of Preamble
5 th
line of Preamble
6 th
line of Preamble
1 st
line of Postamble
2 nd
line of Postamble
3 rd
line of Postamble
4 th
line of Postamble
5 th
line of Postamble
X
12
13
14
15
16
17
18
19
20
21
22
Message Line
6 th
line of Postamble
1 st
line of Endorsement
2 nd
line of Endorsement
3 rd
line of Endorsement
4 th
line of Endorsement
5 th
line of Endorsement
6 th
line of Endorsement
7 th
line of Endorsement
8 th
line of Endorsement
9 th
line of Endorsement
10 th
line of Endorsement
4. If you are programming using an alpha keyboard overlay, type up to 32 descriptors on the overlay and press the SBTL key.
Type up to 32
descriptor keys
SBTL
If you are programming using descriptor codes, enter up to 32 three-character codes and press the SBTL key.
Enter up to 32 threecharacter codes
SBTL
CASH
156 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 701 - Financial Report Descriptor Programming
The Financial Report selection allows you to reprogram the descriptors that appear with the Financial
Report totals and counters. For example, the first total on the financial report "+PLU TTL" represents the total of all positive PLU entries. You might wish to re-label this total to say "FOOD SALES".
You can reprogram any of the Financial Report totals listed here with any 12-character descriptor.
1. Turn the control lock to the P position.
2. To begin the program, enter 7 0 1, press the SBTL key.
7 0 1 SBTL
3. Refer to the chart on the next page and enter the number that represents the line you wish to program; press the X/TIME key.
X
X
X/TIME
4. If you are programming using an alpha keyboard overlay, type up to 18 descriptors on the overlay and press the SBTL key.
Type up to 18
descriptor keys
SBTL
If you are programming using descriptor codes, enter up to 18 three-character codes and press the SBTL key.
Enter up to 18 three-
character codes
SBTL
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 157
Message Line
+PLU TTL
-PLU TTL
ADJST TTL
NONTAX
TAX1 SALES
TAX2 SALES
TAX3 SALES
TAX4 SALES
TAX1
TAX2
TAX3
TAX4
XMPT1 SALES
XMPT2 SALES
XMPT3 SALES
XMPT4 SALES
EATIN TTL
TAKEOUT TTL
DRTHRU TTL
% 1
% 2
% 3
% 4
% 5
NET SALE
CREDIT TAX1
CREDIT TAX2
CREDIT TAX3
CREDIT TAX4
X
18
19
20
21
22
23
24
25
26
27
28
29
8
9
10
11
12
13
14
15
16
17
5
6
7
1
2
3
4
X
47
48
49
50
51
52
53
54
55
56
57
58
37
38
39
40
41
42
43
44
45
46
30
31
32
33
34
35
36
Message Line
FD/S CREDIT
RETURN
ERROR CORR
PREVIOUS VD
VOID MODE
CANCEL
GROSS SALES
CASH SALES
CHECK SALES
R/A 1
R/A 2
R/A 3
P/O 1
P/O 2
P/O 3
HASH TTL
AUDACTION
NOSALE
CASH-IN-D
CHECK-IN-D
FD/S-IN-D
CHG1-IN-D
CHG2-IN-D
CHG3-IN-D
CHG4-IN-D
CHG5-IN-D
CHG6-IN-D
CHG7-IN-D
CHG8-IN-D
X Message Line
59
CHG1 SALES
60
CHG2 SALES
61
CHG3 SALES
62
CHG4 SALES
63
CHG5 SALES
64
CHG6 SALES
65
CHG7 SALES
66
CHG8 SALES
67
FOREIGN 1
68
FOREIGN 2
69
FOREIGN 3
70
FOREIGN 4
71
DRWR TTL
72
PROMO
73
WASTE
74
TIP
75
TRAIN TTL
76
BAL FORWARD
77
GUESTS
78
P/BAL
79
CHECKS PAID
80
SERVICE
81
MIX&MATCH
82
PAYMENT TTL
83
OPEN CHK TTL
158 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 710 - Clerk Report Descriptor Programming
The Clerk Report selection allows you to reprogram the descriptors that appear with the Clerk Report totals and counters. For example, the first total on the clerk report "NET SALES" might be re-labeled to say "GROSS SALES". You can reprogram any of the Financial Report totals listed here with any
12-character descriptor.
1. Turn the control lock to the P position.
2. To begin the program, enter 7 1 0, press the SBTL key.
7 1 0 SBTL
3. Refer to the chart on the next page and enter the number that represents the line you wish to program; press the X/TIME key.
X X X/TIME
4. If you are programming using an alpha keyboard overlay, type up to 18 descriptors on the overlay and press the SBTL key.
Type up to 18
descriptor keys
SBTL
If you are programming using descriptor codes, enter up to 18 three-character codes and press the SBTL key.
Enter up to 18 three-
character codes
SBTL
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 159
X
8
9
10
11
12
13
14
15
16
17
5
6
7
1
2
3
4
18
19
20
21
22
23
24
25
Message Line
NET SALE
NONTAX
TAX1 SALES
TAX2 SALES
TAX3 SALES
TAX4 SALES
TAX1
TAX2
TAX3
TAX4
XMPT1 SALES
XMPT2 SALES
XMPT3 SALES
XMPT4 SALES
EATIN TTL
TAKEOUT TTL
DRTHRU TTL
% 1
% 2
% 3
% 4
% 5
CREDIT TAX1
CREDIT TAX2
CREDIT TAX3
X
33
34
35
36
37
38
39
40
41
42
26
27
28
29
30
31
32
43
44
45
46
47
48
49
50
Message Line
CREDIT TAX4
FD/S CREDIT
RETURN
ERROR CORR
PREVIOUS VD
VOID MODE
CANCEL
GROSS SALES
CASH SALES
CHECK SALES
R/A 1
R/A 2
R/A 3
P/O 1
P/O 2
P/O 3
HASH TTL
CASH-IN-D
CHECK-IN-D
FD/S-IN-D
CHG1 SALES
CHG2 SALES
CHG3 SALES
CHG4 SALES
CHG5 SALES
X Message Line
51
CHG6 SALES
52
CHG7 SALES
53
CHG8 SALES
54
FOREIGN 1
55
FOREIGN 2
56
FOREIGN 3
57
FOREIGN 4
58
DRWR TTL
59
PROMO
60
WASTE
61
TIP
62
TRAIN TTL
63
BAL FORWARD
64
GUESTS
65
P/BAL
66
CHECKS PAID
67
SERVICE
68
NOSALE
69
MIX&MATCH
70
PAYMENT
160 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 711 - Macro Name Programming
Up to ten function locations may be designated as Macro keys. You may wish to program a name for a macro. For example if a macro executes a series of commands to produce daily reports, you can program the descriptor “DAILY”, so the macro can easily be identified. Macro names can also be helpful when looking at keyboard layout information with the PC communication utility.
1. Turn the control lock to the P position.
2. To begin the program, enter 7 1 1, press the SBTL key.
7 1 1 SBTL
3. Enter the number of the Macro you wish to program (1-10); press the X/TIME key.
X/TIME
4. If you are programming using an alpha keyboard overlay, type up to 18 descriptors on the overlay and press the SBTL key.
Type up to 18
descriptor keys
SBTL
If you are programming using descriptor codes, enter up to 18 three-character codes and press the X/TIME key. (See “Descriptor Code Chart” on page 99.)
Enter up to 18 three-
character codes
SBTL
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 161
Program 720 – DataTran Message Program
When a DataTran integrated payment appliance is connected, you can print a message of up to four lines on the electronic payment draft receipt.
1. Turn the control lock to the P position.
2. To begin the program, enter 7 2 0, press the SBTL key.
7 2 0 SBTL
3. Enter the number of the message line (1-4) you wish to program; press the X/TIME key.
X/TIME
4. If you are programming using an alpha keyboard overlay, type up to 32 descriptors on the overlay and press the SBTL key.
Type up to 32
descriptor keys
SBTL
If you are programming using descriptor codes, enter up to 32 three-character codes and press the X/TIME key. (See “Descriptor Code Chart” on page 99.)
Enter up to 32 three-
character codes
SBTL
CASH
162 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 1000 - NLU Code Number Programming
NLU are fixed keys on the keyboard (like traditional department keys) that access specific PLUs.
On the ER-5200M default keyboard, there are 117 NLU keys (15 NLU keys on the 5240M) and the
PLU# assigned to the NLU key is the same, i.e. NLU key number one is PLU #1. However, with this program, you can assign any PLU number you wish to any one of the NLU keys.
Programming the NLU Code Number
1. Turn the control lock to the P position.
2. To begin the program, enter 1 0 0 0, press the SBTL key.
1 0 0 0 SBTL
3. Enter the new PLU code number you wish to use for this NLU key, and press the NLU key on the keyboard you wish to program. Press the same NLU key again.
PLU Code
NLU KEY
SAME
KEY
4. Repeat step #3 to program additional NLU locations, or press CASH to finalize the program
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 163
Program 1100 - Cash-In-Drawer Limit Programming
You can set a cash-in-drawer limit. When cash in drawer exceeds the limit a warning will display on the screen. You must press CLEAR to remove the warning and continue operations. The warning will continue to appear at the completion of every transaction with the limit exceeded, until you use the
PAID OUT function to remove cash from the drawer.
Programming the Drawer Limit
1. Turn the control lock to the P position.
2. To begin the program, enter 1 1 0 0, press the SBTL key.
1 1 0 0 SBTL
3. Enter a cash-in-drawer limit (up to 8 digits or 0 for no limit); press the X/TIME key.
Enter the cash limit, up to 8
digits
X/TIME
CASH
164 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 1200 - Check Change Limit Programming
Use this program to set the maximum amount of cash that can be returned when a check is tendered for an amount greater than the amount of the sale. For example, if the check change limit is $10.00 the maximum amount that can be tendered into the check key on a $5.00 sale is $15.00.
Programming the Check Change Limit
1. Turn the control lock to the P position.
2. To begin the program, enter 1 2 0 0, press the SBTL key.
1 2 0 0 SBTL
3. Enter a cash-in-drawer limit (up to 8 digits or 0 for no limit); press the X/TIME key.
Enter the cash limit, up to 8
digits
X/TIME
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 165
Program 1300 - Date and Time Programming
Use this program to set the clock and calendar on your ER5200M/5240M. The date changes automatically. After initial setting, time changing will probably be required only for beginning and ending daylight savings time.
Programming the Date and Time
1. Turn the control lock to the P position.
2. To begin the program, enter 1 3 0 0, press the SBTL key.
1 3 0 0 SBTL
3. Enter time in military standard time (based on 24 hours), must be four digits (i.e. 1300 hours = 1:00 PM); press the X/TIME key.
H H M M X/TIME
4. Enter the date in MM(month) DD(day) and YY(year) format. Press the X/TIME key:
M M D D Y Y
X/TIME
CASH
166 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program 1400 - Scale Tare Weight Programming
A tare is the amount of weight representing the container, or package when items are sold by weight.
You can pre-program five tare weights, representing the weight of different containers. When you place an item and a container on optional scale, you can enter the tare number to automatically subtract the pre-programmed tare weight.
If you choose to use tare #5 for manual tare weight entry, do not enter a weight for tare #5. (See
TARE.)
1. Turn the control lock to the P position.
2. To begin the program, enter 1 4 0 0, press the SBTL key.
1 4 0 0 SBTL
3. Enter the number (1-5) of the tare you wish to program; press the X/TIME key.
X/TIME
4. Enter the weight of the tare (one digit preceding the decimal key, the decimal key, then three digits after the decimal key). Press the SBTL key.
.
SBTL
5. To program additional tare weights, repeat from step 3, or press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 167
Program 1600 - Machine Number Programming
The machine number is printed on the register receipt. Program a machine number so that any receipt or journal can be identified with the store or register where the transaction took place.
Programming the Machine Number
1. Turn the control lock to the P position.
2. To begin the program, enter 1 6 0 0, press the SBTL key.
1 6 0 0 SBTL
3. Enter a machine number (up to 5 digits); press the X/TIME key.
X/TIME
CASH
168 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Program Scans
Since much time and energy has been invested in the planning and programming of your ER-
5200M/5240M, it is advisable to print a hard copy of the final program for future reference. This copy should be kept in a safe place.
1. Turn the control lock to the P position.
2. To print a program scan, enter 1 5, press the SBTL key.
1
5
SBTL
3. Refer to the chart below and enter a digit to represent the segment of the program you wish to print; press the X/TIME key.
X X/TIME
X Program
0
1
2
3
4
5
6
7
8
Group
Tax
System option
Print option
Function keys
Clerk
Preamble message
Postamble message
Endorsement message
X Program
9
10
11
12
13
14
15
16
17
Financial Report message
Clerk Report message
Macro Name
Drawer Limit
Check Change Limit
Time & Date
Tare Weight
Machine Number
Mix & Match
4. To read PLU program information, enter the number of the first PLU in a range of PLUs that are to scanned; press the PLU key. Enter the last number in the range; press the
PLU key, or
PLU PLU
Pres the first PLU keys that are to scanned and Press the last PLU keys,
PLU PLU
5. To read MACRO information, press the MACRO key to be scanned,
MACRO
6. To read additional parts of the program, repeat from step 3, or press the CASH key to finalize the program.
CASH
ER-5200M/5240M Electronic Cash Register P-Mode Programming • 169
170 • P-Mode Programming ER-5200M/5240M Electronic Cash Register
Sample Reports
Financial
Total and count of all positive PLUs
Total and count of all Negative PLUs
Total of +PLU and
–PLU sales
Total of Nontaxable sales
Total of tax eligible sales for each sale tax
Total of tax collected for each tax
Total exempted sales for each tax
Total sales for each type of destination
Total and count for each % function key
(i.e. discounts & coupons)
ER-5200M/5240M Electronic Cash Register
DATE 11/10/1999 WED TIME 13:32
X 1 REPORT 00001
--------------------------------
FINANCIAL
+PLU TTL 179.56
$288.60
-PLU TTL 10
-20.00
ADJST TTL 189.56
$268.60
--------------------------------
NONTAX $30.47
TAX1 SALES $153.60
TAX2 SALES $11.92
TAX3 SALES $16.77
TAX4 SALES $31.89
TAX1 $10.00
TAX2 $1.21
TAX3 $1.18
TAX4 $2.18
XMPT1 SALES $7.00
XMPT2 SALES $1.50
XMPT3 SALES $7.95
XMPT4 SALES $7.50
EATIN TTL 1
$10.12
TAKEOUT TTL 2
$40.77
DRTHRU TTL 1
$3.04
ITEM DISC. 3
-0.48 continued . . .
Sample Reports • 171
Total and count for each % function key
(i.e. discouts & coupons)
Net Sales
Credited tax for each tax. (Tax is credited for negative taxable sales, i.e. mdse return transactions.)
Food stamp change credited to sales
Total and count for each type of transaction correction.
Gross Sales
Totals and counters for CASH and
CHECK sales
Total and count for each type R/A
(received on account) and P/O
(paid out) key.
172 • Sample Reports
continued from previous page
SALE DISC. 2
-5.22
SALE SURCH. 3
$3.23
% 4 0
$0.00
% 5 0
$0.00
NET SALE 26
$281.18
CREDIT TAX1 4
-1.11
CREDIT TAX2 1
-0.23
CREDIT TAX3 2
-0.89
CREDIT TAX4 1
-0.39
FD/S CREDIT 0
$0.23
RETURN 33
-59.73
ERROR CORR 2
-4.00
PREVIOUS VD 1
-1.50
VOID MODE -2
-6.40
CANCEL 2
$16.00
GROSS SALES $375.63
CASH SALES 13
$133.49
CHECK SALES 1
$23.05
R/A 1 1
$145.00
R/A 2 0
$0.00
R/A 3 0
$0.00
P/O 1 1
-140.00
P/O 2 0
$0.00
P/O 3 0
$0.00 continued . . .
ER-5200M/5240M Electronic Cash Register
Total and count of items sold with
HASH status.
Count of No Sales.
Total of numbers entered into the nonadd key
Total and count of expected CASH,
CHECK in drawer
Total and count for each CHARGE in drawer.
Total and count for each CHARGE key.
Total for each
Foreign currency in drawer. continued from previous page
HASH TTL 0
$0.00
NOSALE 4
NON ADD # 547
CASH-IN-D 14
$269.99
CHECK-IN-D 3
-108.45
FD/S-IN-D 2
$21.00
CHG1-IN-D 0
$0.00
CHG2-IN-D 1
$8.43
CHG3-IN-D 1
$8.52
CHG4-IN-D 2
-1.60
CHG5-IN-D 1
$2.67
CHG6-IN-D 2
$13.09
CHG7-IN-D 0
$0.00
CHG8-IN-D 1
$0.00
CHG1 SALES 0
$0.00
CHG2 SALES 1
$8.43
CHG3 SALES 1
$8.52
CHG4 SALES 2
-1.60
CHG5 SALES 1
$2.67
CHG6 SALES 2
$13.09
CHG7 SALES 0
$0.00
CHG8 SALES 1
$3.04
FOREIGN 1 0.00
FOREIGN 2 0.00
FOREIGN 3 0.00
FOREIGN 4 0.00 continued . . .
ER-5200M/5240M Electronic Cash Register Sample Reports • 173
Total of CASH,
CHECKS and
CHARGES in drawer.
Total and count for
PROMO,WASTE and TIPS.
Number of transactions and total activity in
Training Mode
Total and count of all balances serviced
Total number of guests served
Total and count of balances entered into PBAL key
Total and count of balances paid
Total and count of items serviced
Total and count of mix & match disc.
Total and count of payments to house accounts
Total of open check
(from open check report.) Will not reset with financial
Z report.
Average number if items per customer, and average dollar sales per customer
Grand total continued from previous page
DRWR TTL $216.69
PROMO 1
$1.50
WASTE 8
$12.50
TIPS 0
$0.00
TRAIN TTL 5
$62.59
BAL FORWARD 4
$88.13
GUESTS 5
P/BAL 4
$0.00
CHECKS PAID 2
$18.64
SERVICE 4
$88.13
MIX&MATCH 0
$0.00
PAYMENT 0
$0.00
OPEN CHK TTL 0
$0.00
AVG ITEM/CUST 7.29
AVG $/CUST $10.81
********************************
GRAND $375.63
ETHAN No.000209 00000
174 • Sample Reports ER-5200M/5240M Electronic Cash Register
Time
Time Period
Number of
Transactions
Net sales in this period.
Percentage of total sales
Number of
Transactions all periods
Net sales in all periods.
DATE 11/10/1999 WED TIME 15:48
X 1 REPORT 00001
--------------------------------
TIME
13:00-13:59
CNT 17
SALES AMT $183.85
SALES RATE 65.39%
14:00-14:59
CNT 9
SALES AMT $97.33
SALES RATE 34.61%
********************************
TOTAL CNT 26
TOTAL AMT $281.18
ETHAN No.000236 00000
ER-5200M/5240M Electronic Cash Register Sample Reports • 175
PLU
PLU number
PLU Descriptor
Count and sales total.
Percentage of total sales (optional)
Total activity for all
PLUs
Total sales for all
PLUs.
DATE 11/10/1999 WED TIME 15:33
X 1 REPORT 00001
--------------------------------
ALL PLU
PLU#1
HAMBURGER
CNT 28 $42.00
SALES RATE 15.64%
PLU#2
DBL BURGER
CNT 40 $99.75
SALES RATE 37.14%
PLU#4
COKE
CNT 26 $38.85
SALES RATE 14.46%
PLU#5
SPRITE
CNT 18 $13.42
SALES RATE 5.00%
PLU#7
ROAST
CNT 19.16 $30.47
SALES RATE 11.34%
PLU#28
UNLEADED
CNT 32.85 $39.39
SALES RATE 14.66%
PLU#29
RETURNS
CNT 10 -20.00
SALES RATE -7.44%
PLU#33
NAILS
CNT 15.55 $24.72
SALES RATE 9.20%
********************************
TOTAL CNT 189.56
TOTAL AMT $268.60
ETHAN No.000213 00000
176 • Sample Reports ER-5200M/5240M Electronic Cash Register
Clerk
Clerk Name
Number of
Transactions
Net sales for this clerk
Drawer total for this clerk
Note: Media totals can be printed for each clerk, if selected in System Option Programming.
DATE 11/10/1999 WED TIME 15:36
X 1 REPORT 00001
--------------------------------
ALL CLERK
ETHAN
NET SALE 10
$155.23
DRWR TTL $109.81
--------------------------------
ZACH
NET SALE 5
$45.14
DRWR TTL $43.22
--------------------------------
ANNA
NET SALE 4
$78.75
DRWR TTL $67.03
--------------------------------
LAURA
NET SALE 2
$0.00
DRWR TTL $18.64
--------------------------------
PEGGY
--------------------------------
MOLLY
NET SALE 5
$2.06
DRWR TTL -22.01
--------------------------------
ETHAN No.000218 00000
ER-5200M/5240M Electronic Cash Register Sample Reports • 177
Individual Clerk
Clerk Name
Number of
Transactions
Net sales for this clerk
Drawer total for this clerk
DATE 11/10/1999 WED TIME 15:36
X 1 REPORT 00001
--------------------------------
INDIVIDUAL CLERK
ETHAN
NET SALE 10
$155.23
DRWR TTL $109.81
--------------------------------
ETHAN No.000218 00000
178 • Sample Reports ER-5200M/5240M Electronic Cash Register
Groups
Group Descriptor
Number of items sold in this group
Net sales for this group
Number of items sold in all groups.
Net sales for all groups.
DATE 11/10/1999 WED TIME 15:34
X 1 REPORT 00001
--------------------------------
GROUP
GROUP : 1 FOOD
CNT 68
SALES AMT $141.75
GROUP : 2 DRINK
CNT 44
SALES AMT $52.27
GROUP : 3 REST.
CNT 112
SALES AMT $194.02
GROUP : 5 STORE
CNT 19.16
SALES AMT $30.47
GROUP : 8 MDSE
CNT 58.40
SALES AMT $44.11
GROUP : 9 STORE MDSE
CNT 77.56
SALES AMT $74.58
********************************
TOTAL CNT 189.56
TOTAL AMT $268.60
ETHAN No.000237 00000
ER-5200M/5240M Electronic Cash Register Sample Reports • 179
Stock
PLU number
PLU Descriptor
Current Stock count
DATE 11/10/1999 WED TIME 15:47
X 1 REPORT 00001
--------------------------------
ALL PLU STOCK
PLU#1
HAMBURGER
CNT 26
PLU#2
DBL BURGER
CNT 15
PLU#7
ROAST
CNT 25.96
PLU#28
UNLEADED
CNT 1488.47
PLU#33
NAILS
CNT 161.25
ETHAN No.000228 00000
DATE 11/10/1999 WED TIME 15:47
180 • Sample Reports ER-5200M/5240M Electronic Cash Register
Open Check
Open check number and balance.
Clerk responsible for the check.
Total of all open checks.
DATE 11/10/1999 WED TIME 15:59
X 1 REPORT 00001
--------------------------------
OPEN CHECK
CHECK : 3 $24.07
MOLLY
CHECK : 4 $45.42
ETHAN
CHECK : 5 $24.50
ETHAN
CHECK : 6 $28.33
ETHAN
********************************
OPEN CHK TOTAL 122.32
ETHAN No.000243 00000
ER-5200M/5240M Electronic Cash Register Sample Reports • 181
Balancing Formulas
+
+
+
+/-
=
Net Sales
PLU Sales Total
Sale Coupon Amouts
Sale Percent Discounts
Sale Surcharge Amounts
$ Example
$
$
$
$
$
$
$
$
$
+/- Gross Sales $ Example
+
+
+
+
+
+
+
+
Negative PLU Total
Item Coupon Total
Item Percent Discount
Sale Coupon Amounts
Sale Percent Discounts
Credit Tax 1
Credit Tax 2
Credit Tax 3
$
$
$
$
$
$
$
$
$
+ Credit Tax 4 $
+ Merchandise $
+ Void Positon Total $
$
182 • Sample Reports ER-5200M/5240M Electronic Cash Register
Integrated Payment Appendix
One Day Example of Credit Authorization
Open Batch
NOTE: To present things in a logical order, OPEN BATCH is shown at the beginning of the day, but in practical day-to-day operation it is recommended to open a new batch right after closing today’s batch, so it is ready to go for the next day.
1. Turn the control lock to the Z position.
3. The message “WAITING RESP.” displays momemtarily, then the message “REPORT
MODE” returns. No printing occurs.
ER-5200M/5240M Electronic Cash Register Integrated Payment Appendix • 183
Sample Transaction
1. Register a normal transaction. Press the appropriate CHARGE key. The message
‘SLIDE CARD” displays:
2. Swipe the card. The message “SLIDE CARD.” continues to displays until the card verification is complete.
3. When verification is complete, the draft is printed.
Note: If multiple documents are to be printed, the message “CLEAR / CASH” displays. Tear off the printer paper, and press CASH to resume printing.
Sample Draft
5/26/04 10:10 00001
SALE $2.00
************6301
APP: VITAL8
REF: 41415013334
REC NO : 1
X___________________________
I AGREE TO PAY ABOVE
TOTAL AMOUNT ACCORDING
TO CARD ISSUER AGREEMENT
Sample Draft – With Gratuity
To print the tip entry line, see System Option programming (see page Error! Bookmark not defined. of this manual) and set address #26 on the ER-380M or address #29 on the ER-52XXM.
5/26/04 10:10 00001
SALE $2.00
************6301
APP: VITAL8
REF: 41415013334
REC NO : 1
TIP_____________________________
TOTAL___________________________
X___________________________
I AGREE TO PAY ABOVE
TOTAL AMOUNT ACCORDING
TO CARD ISSUER AGREEMENT
184 • Integrated Payment Appendix ER-5200M/5240M Electronic Cash Register
Manual Card Entry
1. Register a normal transaction. Press the appropriate CHARGE key. The message
‘SLIDE CARD” displays.
2. If card will not read, press CLEAR once, the message “ENTER ACCT NO” displays.
3. Enter the account number and press CASH (or press Clear twice to abort the transaction.)
4. The message “ENTER EXP DATE” displays. Enter the 4-digit expiration date and press
CASH.
5. When verification is complete, the draft is printed.
Note: If multiple documents are to be printed, the message “CLEAR / CASH” displays. Tear off the printer paper, and press CASH to resume printing.
Merchandise Return
Complete the merchandise return transaction as you would a normal transaction. Press MDSE RTRN prior to entering each returned item.
1. Register a normal transaction. Press the appropriate CHARGE key. The message
“SLIDE CARD” displays.
2. Swipe the card. The message “SLIDE CARD” continues to display until the card verification is complete.
3. When verification is complete, the draft is printed.
Note: If multiple documents are to be printed, the message “CLEAR / CASH” displays. Tear off the printer paper, and press CASH to resume printing.
Sample Draft
5/26/04 10:42 1
SALE -2.00
************6301
APP: *7
REF: 00003
REC NO : 3
X___________________________
I AGREE TO PAY ABOVE
TOTAL AMOUNT ACCORDING
TO CARD ISSUER AGREEMENT
ER-5200M/5240M Electronic Cash Register Integrated Payment Appendix • 185
Void Transaction
Transaction Void allows a transaction to be removed from the batch and not reported to the cardholder statement.
1. Turn the keylock to the VOID position.
2. Register a normal transaction.
3. Press the appropriate CHARGE key. The message “SLIDE CARD” displays
4. Swipe the card. The message “ENTER APP CODE” displays.
5. Enter the authorization code printed for the transaction to be voided, press CASH. . The message “ENTER REF NO” displays.
NOTE: The approval code is an alphanumeric entry. You must use the alpha code chart to determine the numeric entries. For example the approval code “VITAL8” would be entered as
“086 073 084 065 076 056”.
6. Enter the Reference number from the transaction to be voided; press CASH. The transaction is found and the original record removed.
Local Total Report
Run an Issue Local Total report to confirm that credit totals match the financial report before closing the batch. See “Issue Local Total” on page 189.
Tip (Gratuity) Entry
Gratuities (tips) indicated by the customer on the payment draft must be entered into the ECR before the batch is closed.
1. Turn the key lock to the Z position, enter 510 and press
SUBTOTAL.
2. At the message “ENTER REC NO.”, enter the record number of the transaction and press CASH/TEND.
3. At the message “ORIG TRAN AMOUNT”, enter the original transaction amount and press CASH/TEND.
4. At the message “TIP AMOUNT”, enter the tip amount and press CASH/TEND.
5. If the record number and transaction number are valid, the tip amount is entered in the batch and a tip entry chit prints as shown below.
Sample Tip Chit
DATE 09/27/2004 MON TIME 10:41
SALE AMOUNT: $426
TIP AMOUNT: $1.50
REF: *
REC: 2
EMPLOYEE1 NO.000023 REG 01
186 • Integrated Payment Appendix ER-5200M/5240M Electronic Cash Register
Close Batch
NOTE: To present things in a logical order, OPEN BATCH is shown at the beginning of the day, but in practical day-to-day operation it is recommended to open a new batch right after closing today’s batch, so it is ready to go for the next day.
1. Turn the control lock to the Z position.
3. The message “WAITING RESP.” displays momemtarily. When communication is complete, the Local Batch Status prints and the batch is closed. The message “REPORT
MODE” returns.
Close Batch
See Explanations
DATE 5/24/2004 WED TIME 10:34
**** LOCAL BATCH STATUS ****
0 4 3 3 2.00 0 .00
CLERK 1 000065 00000
Local Batch Status Explanations:
(From Left to Right)
o Batch Status C=Closed/O=Open
3
3
Batch Transaction Count
Batch Item Count
0
.00
Batch Forwarded Transaction Count
Batch Forwarded Balance
ER-5200M/5240M Electronic Cash Register Integrated Payment Appendix • 187
Reset Mode Procedures
DataTran Function Table
Function Procedure
Initialize EFT
Z-Mode: Enter 500, press SBTL
Open Batch
Z-Mode: Enter 501, press SBTL
Close Batch
Z-Mode: Enter 502, press SBTL
Clear Current Batch
Z-Mode: Enter 503, press SBTL
Z-Mode: Enter 504, press SBTL
Change Batch Number
Issue Local Total
Z-Mode: Enter 505, press SBTL
Issue Transaction
Z-Mode: Enter 506, press SBTL
Issue Batch Status
Z-Mode: Enter 507, press SBTL
Dial In Load
Z-Mode: Enter 508, press SBTL
Dial Out Load
Z-Mode: Enter 509, press SBTL
Tip Entry
Z-Mode: Enter 510, press SBTL
Pin Pad Initialize
Close Batch with Debit
Z-Mode: Enter 511, press SBTL
Z-Mode: Enter 512, press SBTL
Initialize EFT
Z-Mode: Enter 500, press SBTL
Select Initialize EFT to verify communications, software versions and installed networks.
List of Installed Networks
Status of Installed
DATE 5/24/2004 THU TIME 16:15
** LIST INSTALLED NETWORKS **
VS2 CHK GFT --- VER:4.00
ON ON ON OFF
CLERK1 000066 00000
Software Version
Clear Curr Batch
Z-Mode: Enter 503, press SBTL
The clear batch command erases all the current batch transactions from the DataTran memory even if they have not been settled. A LOCAL TRANSACTION INQUIRY should be printed prior to clearing
the batch. This will ensure that the operator has the transaction detail to re-enter if required.
This operation should only be done under the direction of DATACAP.
188 • Integrated Payment Appendix ER-5200M/5240M Electronic Cash Register
Chg Batch Number
Z-Mode: Enter 504, press SBTL
(At the ENTER BATCH NO message, enter the new number, press CASH.)
The change batch number command is used to assign a new batch number to an existing batch. It is used with certain credit card processors to rectify settlement problems. It is used infrequently.
(Attempt to change batch number will be denied if bank does not allow the feature.)
Issue Local Total
Z-Mode: Enter 505, press SBTL
This report is added for ease of customer balancing actual totals in the Datatran to the system wide reports. A summary of each kind of credit card and a batch total should match the totals within the
ER-380M/ER-5200M report before the Settle Batch is attempted.
DATE 5/24/2004 WED TIME 10:55
****LOCAL TOTAL REPORT ****
AMEX .00 0
VISA 120.32 5
MASTER .00 0
DISCOVER .00 0
PRIVATE LABEL .00 0
DINERS .00 0
JCB .00 0
DEBIT .00 0
TOTAL 120.32 5
CLERK 1 000069 00000
ER-5200M/5240M Electronic Cash Register Integrated Payment Appendix • 189
3
3
Issue Transaction
Z-Mode: Enter 506, press SBTL
The Local Transaction Report contains details of each transaction in the current batch.
Example
(See Appendix for report key.)
DATE 5/24/2004 WED TIME 10:59
*** LOCAL TRANSACTION REPORT ***
1 A 54 ************6301 0501 1 V
ITAL6 * 100.00 * * * * * 4 * 052
604 113803 5 @ NY * * 00 * * D 1
00 00 * * * 00001 * * * * * 0524
04 113803 * * * * 00 *
CLERK 1 000070 00000
Issue Batch Status
Z-Mode: Enter 507, press SBTL
The Local Batch Status Report also prints when a batch is closed.
See
DATE 5/24/2004 WED TIME 10:34
**** LOCAL BATCH STATUS ****
0 4 3 3 2.00 0 .00
CLERK 1 000065 00000
Local Batch Status Explanations:
(From Left to Right)
O Batch Status C=Closed/O=Open
Batch Transaction Count
Batch Item Count
0
.00
Batch Forwarded Transaction Count
Batch Forwarded Balance
190 • Integrated Payment Appendix ER-5200M/5240M Electronic Cash Register
Dial In Load/Dial Out Load
Z-Mode: Enter 508, press SBTL (Dial In Load)
Z-Mode: Enter 509, press SBTL (Dial Out Load)
If instructed by Datacap support, you can use these options to update DataTran software. Choose
Enable Dial In Load to allow Datacap to call the DataTran and send updates. Choose Enable Dial Out
Load to call Datacap to connect. You will be required to enter the phone number and terminal I.D.
Required ECR Programs
1. You must set EFT status for the port you are using. See RS-232 Communication Option Programs on page 87. Set device function to “EFT Device” and set BAUD to “2400”.
2. See System Option Programming on page 112. Set address #29 to 0 for Normal Draft with Normal
Buffer Use. Add the value of 2 to your current value for a draft with a tip line.
3. See Print Option Programming on page 118. Set address #34 for the number of DataTran receipt copies you wish to print (0-99).
4. See CHARGE 1-8 - Function Key Options on page 130. Set option N5 to reflect the type of payment:
Credit, Debit or Gift (check with your representative for availability of gift card processing).
Local Transaction Report Key
A B C D E F G H I J K H I J K L M N O P Q R S T [U V WX Y Z AA BB]
A
C
D
F
Transaction Sequence Number
Network Transaction Code
Credit Card Account Number
1
1
1
5
3
38
Card Reader Flag 1 1
Approval 1
Numeric
Alphanumeric
Alphanumeric
Numeric
J Operator 10
K AMEX Category or Product Code 1 10 Alphanumeric
P
Q
R
S
T
U
V
Special Program Code
Transaction Date
Transaction Time
3
Authorization Source Code
Card Holder ID 1
PS2000 or MIC Payment Service Indicator 1
PS2000 Transaction ID or 15
MIC Banknet Reference Number 9
1
6
4
1
1
1
15
9
1 Numeric
Numeric
4 Numeric
1
Numeric
Numeric
Alphanumeric
Alphanumeric
Alphanumeric
ER-5200M/5240M Electronic Cash Register Integrated Payment Appendix • 191
W
X
Y
MIC Banknet Authorization Date
MIC POS Entry Mode
MIC Mag Stipe Error Code
4
PS2000 Validation Code
Authorization Response Code
4
PS2000 Authorization Currency Code or 3
MIC Entry Mode Change Indicator
4
1
1
4
2
3
1
Numeric
1
1
Alphanumeric
Alphanumeric
Alphanumeric
2 Alphanumeric
Alphanumeric
1 Alphanumeric
MIC Track Data - CVC Error
MIC Track Data - Error Code
1
1
1
1
ZMerchant Category Code 2 2 Alphanumeric
AAEntry 2
BBOriginal Authorized Amount 3 11 Numeric
Alphanumeric
Alphanumeric
Local Transaction Report Field Definitions
A. Transaction Sequence Number: The DataTran will use this field to return the internal sequence number assigned to each accessed transaction.
B. Transaction Status: The DataTran will use this field to return the current status of each accessed transaction.
Allowed values: “A” = Authorized but not captured, “C” = Captured, “F” = Forced Entry, or “V” = Void.
C. Network Transaction Code: When available, the DataTran will use this field to return the service provider’s code assigned to each accessed transaction.
D. Credit Card Account Number: The DataTran will use this field to return the card account number used in each accessed transaction .
E. Expiration Date: The DataTran will use this field to return the expiration date of the credit card used in each accessed transaction.
Format: “YYMM” or “MMYY” (“YY” = year and “MM” = month).
F. Card Reader Flag: The DataTran will use this field to return the type of account number entry used in each accessed transaction.
Allowed values: 0 = Hand entered account number, or 1 = Entered by card reader.
G. Approval Code: The DataTran will use this field to return the approval code of each accessed transaction.
H. Reference Number: When available, the DataTran will use this field to return the reference number of each accessed transaction.
I. Transaction Amount: The DataTran will use this field to return the sales amount of each accessed transaction.
Format: -9999999.99 (decimal point required).
J. Operator ID: When available, the DataTran will use this field to return the cashier or operator ID number entered in each accessed transaction.
K. AMEX Category or Product Code: When available, the DataTran will use this field to return the American
Express product or category code of each accessed transaction.
L. Arrival Date: When available, the DataTran will use this field to return the customer’s arrival date entered in each accessed transaction.
Formats: “MMDDYY” (“MM” = month, “DD” = day, and “YY” = year).
M. Departure Date: When available, the DataTran will use this field to return the customer’s departure date entered in each accessed transaction.
Formats: “MMDDYY” (“MM” = month, “DD” = day, and “YY” = year).
N. Gratuity Amount: When available, the DataTran will use this field to return the gratuity amount entered in each accessed transaction.
Format: -9999999.99 (decimal point required).
O. Media Type: The DataTran will use this field to return the media type used in each accessed transaction:
2 = American Express 6 = Private Label
3 = Visa 7 = Diner’s Club or Carte Blanche
4 = MasterCard 8 = JCB
5 = Discover 9 = Debit
192 • Integrated Payment Appendix ER-5200M/5240M Electronic Cash Register
P. Special Program Code: When available, the DataTran will use this field to return the special program code entered for each accessed transaction.
Q. Transaction Date: The DataTran will use this field to return the date of each accessed transaction.
Formats: “MMDDYY” (“MM” = month, “DD” = day, and “YY” = year).
R. Transaction Time: The DataTran will use this field to return the time of each accessed transaction.
Format: “HHMM” (“HH” = military hours and “MM” minutes).
S. Authorization Source Code: When available, the DataTran will use this field to return the Authorization
Source Code of each accessed transaction.
T. Card Holder ID: When available, the DataTran will use this field to return the Card Holder ID type of each accessed transaction.
U. Payment Service Indicator: When available, the DataTran will use this field to return the Payment Service
Indicator (also referred to as the ACI field) of each accessed transaction.
V. Transaction ID: When available, the DataTran will use this field to return either the PS2000 Transaction ID number or MIC data of each accessed transaction.
W. Validation Code: When available, the DataTran will use this field (also known as the ACI field) to return the validation code of each accessed transaction.
X. Authorization Response Code: When available, the DataTran will use this field to return the authorization response code of each accessed transaction.
Y. Authorization Currency Code: When available, the DataTran will use this field to return the authorization currency code of each accessed transaction.
Z. Merchant Category Code: When available, the DataTran will use this field to return the merchant category code of each accessed transaction.
AA. Entry Mode: When available, the DataTran will use this field to return the entry mode of each accessed transaction.
BB. Original Authorization Amount: When available, the DataTran will use this field to return the original authorization amount of each accessed transaction.
Format: -9999999.99 (decimal point required).
ER-5200M/5240M Electronic Cash Register Integrated Payment Appendix • 193
194 • Integrated Payment Appendix ER-5200M/5240M Electronic Cash Register
Index
#
#/No Sale Key descriptor programs 121
Function Key Programs 133
%
%1-%5 Keys
Function Key Programs 143 rate/amount programming 122
A
Add Check
Function Key Programs 124
Operation 38
Alpha Keyboard Overlay 103
Auto Cutter enable optional 111 auto-scale status for PLU 96
B
Balancing Formulas 176
Beeper active? 109
Break Points 92
C
Cancel 37
Function Key Programs 124
Cash Declaration
Operation 68 programming 109, 111
Cash drawer
ER-5200M/5240M Electronic Cash Register
open in training? 109 open on reports? 109
Cash Tender 42
Function Key Programs 125
Cash-In-Drawer Limit Programming 159 charge posting enabling 111 operations 59
Charge Tender 43
Function Key Programs 126
Check #
Function Key Programs 129
Check Cash
Function Key Programs 128
Check Change Limit 160
Check Endorsement
Function Key Programs 128
Check Tender 42
Function Key Programs 127
Clearing Memory 74
Clerk
Descriptor Programming 148
Drawer Assignment 148
Programming 147
Report 171
Report Descriptors Programming 155
Secret Code Programming 147 sign on method 109
Sign-On/Sign-Off 22
Staydown or Popup 109
Clerk Interrupt 45 programming 111 closed drawer, enforced 109
Compulsory non-add number status for PLU 96 compulsory tendering
Cash key 125
Charge key 126 compulsory validation
% key 143 add check key 124
Cash key 125 charge key 126
Check Cash key 128
Check key 127
Drive Thru key 130
Error Correch key 131
Food Stamp Tender key 132
Mdse Return key 133
Paid Out key 135
Recd Acct key 136
Service key 138
Tax exempt key 140
Waste key 142 condiment compulsory status for PLU 96 status for PLU 96
Consolidation of like items on check track 116
Control Keys 13
Control Lock 13
Currency Conversion 62
Index • 195
Rate program 123
Currency symbol 116
D
Date format option 109 programming 161
Decimal place option 109
Default Program 89
Descriptor Code Chart 104
Descriptor Programming
PLU 102 direct multiplication enable 110
Drive Thru 39 compulsory 110
Function Key Programs 130 operations 57
E
Eat-In 39 compulsory 110
Function Key Programs 130
Enforce closed drawer 109
Error Correct 33
Function Key Programs 131
F
Fast Food Drive Thru operations 57
Financial Report 165
Descriptor Programming 153
Food Stamp eligible status for PLU 96
Operations 63
Food Stamp Subtotal
Function Key Programs 131
Food Stamp Tender
Function Key Programs 132
Function Key
Assignment 80
Codes 81
Descriptions 17
Descriptor 121
HALO 122
Options 120
Programming 120
G
gallonage status for PLU 96
196 • Index
Goods & Services Tax (GST) 90
Grand total net or gross 117 graphic logo print on guest check 118 print on receipt 117 user or default 118
Group
Assignment PLU 99
Programming 149
Report 173
Guest
Function Key Programs 132
H
Hard Check operations 54
Hash normal or non-add? 110 status for PLU 96
I
inactive status for PLU 96
Initial Clear 16
Inventory
Stock Amount Programming 101
J
Journal font, small or normal 117
Sample 12
K
Keyboard
ER-5200 14
ER-5240 15
Expansion 82
L
Link Programming
PLU 105
M
Machine Number Programming 163
Macro
ER-5200M/5240M Electronic Cash Register
Key Sequence Programming 151 name programming 157 remove 151 manager control
% key 143 add check key 124
Cancel key 124
Cash tendering 125 charge tendering 126
Check Cash key 128
Check tendering 127
Error Correct 131
Mdse Return 133
Modifier key 134 negative sales 109
No Sale function 133
P/O key 135
Promo key 135
R/A key 136
Scale key 137
Tare 139
Tip 141
Void 142
Waste key 142
Memory
All Clear 74
Allocation 77
Clear Grand Total 75
Clear PLU File 75
Clear Totals/Counters 74
Clearing 74
Merchandise Return 35
Function Key Programs 133
Mix & Match Discount
Programming 144
Programming for PLU 107
Modifier
Function Key Programs 134
Operations 29 staydown/popup 111 multiple buffered receipts system option 109
N
negative sale control system option 109 status for PLU 96
NLU
Code Number Programming 158
Operations 24
No Sale 46
Non-Add Number 46
O
Open Check Report 175
Open drawer alarm
ER-5200M/5240M Electronic Cash Register
programming 109
Overlay program descriptors by 111
P
Paid Out 47
Function Key Programs 135
Paper sensor enable 110
Percentage Key (%)
Registrations 30
PLU
Auto Tare Programming 98
Deleting 106
Descriptor Programming 102
Group Assignment 99
Link Programming 105
Mix & Match Programming 107
Numeric Entries 27
Options - Reference Information 97
Price/HALO Programming 100
Programming 94
Report 170
Status Programming 95
Stock Amount Programming 101 post tendering 44 system option 109
Posting Guest Checks
Hard Check 54
Manual P/B 50
Soft Check 51 preset override status for PLU 96 status for % Key 143 status for PLU 96 tender keys (macros) 19
Previous Balance
Function Key Programs 134
Previous Item Void 34
Price/HALO Programming 100
Allow a second receipt 117
Audaction total on the Financial report 115 average items per customer 117 average sales per customer 117 clerk name 115 clerk report with financial 115 consecutive number 115
Consolidation of like items on check track 116 date 115 date on hard check 117
Grand total on financial report 115 graphic logo on guest check 118 graphic logo on receipt 117 gross total on financial report 116
Kitchen Print Options 116 machine number 115 media total on clerk report 115
Index • 197
negative journal items in reverse print 117 percentage of sales on the PLU report 115
PLU number and descriptor 117
PLU sale item number 115 preamble/postamble 117 status for PLU 96
Subtotal 115 subtotal without tax 116
Tax amount 116 tax rate 116 tax symbol 115 taxable totals 116 time 115 training mode message 116
VAT breakdown 116
Void/Return totals on the Financial report 115 when polling reports 117
Z counter 115 zero skip on clerk 115 zero skip on financial 115 zero skip on PLU report 115
Print Check
Function Key Programs 136
Print Option
Programming 114
Table 115
Priority print on KP 117
Program Scans 164
Promo
Function Key Programs 135
Operations 58
R
Receipt
Message Programming 152
On and Off 23
Sample 11
Receipt on Request 45
Received on Account 47
Function Key Programs 136
Report Samples
Clerk Report 171
Financial Report 165
Group Report 173
Individual Clerk 172
Open Check Report 175
PLU Report 170
Stock Report 174
Time Report 169
Report Table 71
Reports 70 reset consecutive number system option 109 reset grand total 109 rounding rules system option 110
RS-232 Communication Option Programs 83
198 • Index
S
Sample Journal 12
Sample Receipt 11
Scale
Function Key Programs 137
Operations 64 status for PLU 96
Tare Weight Programming 162
Self Tests 75
Service
Function Key Programs 138 single item status for PLU 96
Soft Check operations 51
Split pricing deactivate 110
Split Tender 44
Stock
Amount Programming 101
Report 174 status for PLU 96
Straight Percentage Tax Rate 90, 91
Subtotal
Function Key Programs 138
Swedish rounding 111
System Option Programming 108
System Option Table 109
T
Table #
Function Key Programs 139
Table Service 48
Take-Out 39 compulsory 110
Function Key Programs 130
Tare
Function Key Programs 139
Tare Weight Programming 162
Tax Exempt
Function Key Programs 140
Tax Shift Operations 40
Tax Table Programming 92 taxable status for % Key 143 status for PLU 96
Time programming 161
Time Report 169
Tip
Function Key Programs 141
Training Mode 45 enter/exit 45, 111
Transaction Void 36
Tray Subtotal
Operation 38
ER-5200M/5240M Electronic Cash Register
U
Updating Firmware 85
V
Validate
Function Key Programs 141 tender or total? 110
Value added tax (VAT) 90
Void
Control Lock Position 36
Function Key Programs 142 volume unit 116
W
Waste
Function 58
Function Key Programs 142
Weight symbol 137
X
X lock position control See manager control
Z
Z counters
Reset 110 zero skip on clerk 115 on financial 115 on PLU report 115
ER-5200M/5240M Electronic Cash Register Index • 199
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Table of contents
- 2 Limited Warranty and Disclaimers of Warranty
- 3 Precaution Statements
- 5 Contents
- 11 Introduction
- 11 About the ER-5200M Series
- 12 Using This Manual
- 13 Using Flowcharts
- 14 Basic Features and Functions
- 15 Display
- 16 Receipt Printer
- 17 Journal Printer
- 18 Control Lock
- 19 Keyboards
- 21 Initial Clear
- 23 Operations
- 23 Function Key Descriptors
- 28 Clerk Sign-On/Sign-Off
- 28 Direct Sign-On
- 29 Coded Sign-On
- 29 Receipt On and Off
- 30 PLU Registration
- 30 NLU (Keyboard PLU) Entries
- 33 Numeric PLU Entries
- 35 Modifier Entries
- 36 Percentage Key (%) Registration
- 39 Void and Correction Operations
- 39 Error Correct
- 40 Previous Item Void
- 41 Merchandise Return
- 42 VOID Control Lock Position (Transaction Void)
- 43 Cancel
- 44 Subtotal Operations
- 44 Subtotal
- 44 Add Check (Tray Subtotal)
- 45 Eat-In/Take-Out/Drive-Thru Operations
- 46 Tax Shift Operations
- 48 Tendering Operations
- 48 Cash
- 48 Check
- 49 Charge
- 50 Split Tender
- 50 Post Tendering
- 51 Receipt on Request
- 51 Training Mode
- 51 Clerk Interrupt
- 52 Non-Add Number
- 52 No Sale
- 53 Received on Account
- 53 Paid Out
- 54 Table Service Restaurant Operations
- 54 Overview
- 56 Posting Guest Checks Manually with the Previous Balance Key
- 57 Soft Check
- 60 Hard Check
- 63 Fast Food Drive Thru
- 64 Promo Function
- 64 Waste Function
- 65 Charge Posting Operations
- 68 Currencty Conversion
- 69 Food Stamp Operations
- 70 Scale Operations
- 70 Direct Scale Entry
- 70 Manual Scale Entry
- 71 Scale With Automatic Tare Entry
- 71 Scale Wtih Manual Tare Entry
- 71 Integrated Payment Operations
- 73 Management Functions
- 73 Introduction
- 74 Cash Declaration
- 76 System Reports
- 77 Running a Report - General Instructions
- 78 Report Table
- 79 S-Mode Programming
- 79 Overview
- 80 Clearing Memory
- 80 Memory All Clear
- 80 Clear All Totals and Counters
- 81 Clear Grand Total
- 81 Clear PLU File
- 81 Self Tests
- 82 EPROM Information
- 83 Memory Allocation
- 83 Memory Expansion
- 83 Memory Calculation Worksheet
- 84 Memory Allocation Programk
- 85 Memory Allocation Program Scan
- 86 Function Key Assignment Programming
- 87 Function Key Codes
- 88 ER-5240M Keyboard Expansion
- 89 RS-232 Communication Option Programs
- 91 Updating Firmware Program
- 91 Update Files
- 91 PC Connection Cable
- 92 Update Boot Area
- 93 Update Program Area
- 95 P-Mode Programming
- 95 Default Program
- 96 Tax Programming
- 97 Straight Percentage Tax Rate Programming
- 98 Tax Table Programming
- 100 PLU Programming
- 101 Program 100 - PLU Status Programming
- 104 Program 110 - PLU Auto Tare Programming
- 105 Program 150 - PLU Group Assignment
- 106 Program 200 - PLU Price/HALO Programming
- 107 Program 250 - PLU Stock Amount Programming
- 108 Program 300 - PLU Descriptor Programming
- 111 Program 350 - PLU Link Programming
- 112 Program 400 - PLU Delete Programming
- 113 Program 450 - PLU Mix and Match Programming
- 114 System Option Programming
- 115 System Option Table
- 118 System Options - Reference Information
- 120 Print Option Programming
- 121 Print Option Table
- 126 Function Key Programming
- 126 Program 70 - Function Key Options
- 127 Program 80 - Function Key Descriptor
- 128 Program 90 - Function Key HALO
- 129 Instruction For Currencty Converstion Rate - Program 90
- 130 ADD CHECK - Function Key Options
- 130 CANCEL - Function Key Options
- 131 CASH - Function Key Options
- 132 CHARGE 1-8 - Function Key Options
- 133 CHECK - Function Key Options
- 134 CHECK CASHING - Function Key Options
- 134 CHECK ENDORSEMENT - Function Key Options
- 135 CHECK # - Function Key Options
- 136 DRIVE THRU / EAT-IN / TAKE-OUT - Function Key Options
- 137 ERROR CORRECT - Function Key Options
- 137 F/S Subtotal - Function Key Options
- 138 F/S TEND - Function Key Options
- 138 GUEST - Function Key Options
- 139 #/NS - Function Key Options
- 139 MDSE RETURN - Function Key Options
- 140 MODIFIRE 1-5 - Function Key Options
- 140 PBAL - Function Key Options
- 141 PROMO - Function Key Options
- 141 PAID OUT 1-3 - Function Key Options
- 142 PRINT CHECK - Function Key Options
- 142 RECD ON ACCT 1-3 - Function Key Options
- 143 SCALE - Function Key Options
- 144 SERVICE - Function Key Options
- 144 SUBTOTAL - Function Key Options
- 145 TABLE - Function Key Options
- 145 TARE - Function Key Options
- 146 TAX EXEMPT - Function Key Options
- 147 TIP - Function Key Options
- 147 VALIDATE - Function Key Options
- 148 VOID - Function Key Options
- 148 WASTE - Function Key Options
- 149 %1-%5 - Function Key Options
- 150 Mix and Match Discout Programming
- 151 Program 600 - Trip Level Programming
- 151 Program 601 - Price Programming
- 152 Program 610 - Mix & Match Desctriptor Programming
- 153 Clerk Programming
- 153 Program 800 - Secret Code Programing
- 154 Program 801 - Drawer Assignment
- 154 Program 810 - Clerk Descriptor Programming
- 155 Group Programming
- 157 Miscellaneous Programming
- 157 Program 1500 - Macro Key Sequence Programming
- 158 Program 700 - Logo/Endorsement Messge Programming
- 159 Program 701 - Financial Report Descriptor Programming
- 161 Program 710 - Clerk Report Descriptor Programming
- 163 Program 711 - Macro Name Programming
- 164 Program 720 - DataTran Message Program
- 165 Program 1000 - NLU Code Number Programming
- 166 Program 1100 - Cash-in-Drawer Limit Programming
- 167 Program 1200 - Check Change Limit Programming
- 168 Program 1300 - Date and Time Programming
- 169 Program 1400 - Scale Tare Weight Programming
- 170 Program 1600 - Machine Number Programming
- 171 Program Scans
- 173 Sample Reports
- 173 Financial
- 177 Time
- 178 PLU
- 179 Clerk
- 180 Individual Clerk
- 181 Groups
- 182 Stock
- 183 Open Check
- 184 Balancing Formulas
- 185 Integrated Payment Appendix
- 185 One Day Example of Credit Authorization
- 185 Open Batch
- 186 Sample Transaction
- 187 Manual Card Entry
- 187 Merchandise Return
- 188 Void Transaction
- 188 Local Total Report
- 188 Tip (Gratuity) Entry
- 189 Close Batch
- 190 Reset Mode Procedures
- 190 DataTran Function Table
- 190 Initialize EFT
- 190 Clear Curr Batch
- 191 Chg Batch Number
- 191 Issue Local Total
- 192 Issue Transaction
- 192 Issue Batch Status
- 193 Dial Load/Dial Out Load
- 193 Required ECR Program
- 193 Local Transaction Report Key
- 197 Index