CES TS 1.8 Manual
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This Manual Is Copyright © CES Software
CES Software is a trading name of ECR Europe Ltd.
Printed By CES Software in Great Britain
All rights reserved. No part of this manual may be reproduced
or transmitted in any form or by any means, electronic or
mechanical, including photocopying, recording, or by any
information storage or retrieval system without written
permission from CES Software, except for the inclusion of
quotations in a review.
Disclaimer
CES Software has made every effort to determine that the
information contained in this manual is accurate and up
to date. However, CES Software makes no warranty,
either expressed or implied, as to the accuracy,
effectiveness, or completeness of the material in this
manual, nor does CES Software assume liability for
special, direct, indirect, or consequential damages,
including loss of profits or inability to use the information
within this manual, even if CES Software has been
advised of the possibilities of such damage.
This manual is subject to CES Software Distribution
Agreement and Terms & Conditions of Sale and is subject to
change without notice
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CES Software License Agreement
1. Ownership
The Licensed Materials are the sole and exclusive property of CES software and/or
its software suppliers. By applying the license fee and by opening the sealed disk
package, you do not become the owner of the Licensed Materials, but are entitled
solely to use the Licensed Materials according to the terms of this Agreement.
2. License
This license granted to you by CES software in this Agreement authorises you to
use the Software on any single computer, or any replacement for that computer. A
separate disk, licensed under an additional software license agreement, is required
for any other computer on which you wish to use the Software. YOU MAY NOT
USE, COPY OR MODIFY THE LICENSED MATERIALS IN WHOLE OR IN PART,
EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT.
3. Term
This Agreement is effective from the date on which you open the sealed disk
package. You may terminate this Agreement at any time by destroying the
Licenses Materials, together with all copies, modifications, and merged portions in
any form. It will also terminate automatically if you fail to comply with any term or
condition of this Agreement.
4. Restrictions On Transfer
You may permanently transfer the Software to any other party if the other party
agrees to the terms and conditions of this Agreement, and you transfer all the
copies of the Licensed Materials to that party or destroy those not transferred. By
such transfer, you terminate the license granted to you in this Agreement. You may
not sublicense, assign, share, rent, lease, or otherwise transfer your right to use the
License Materials, nor any other rights granted to you under this Agreement, except
as stated in this paragraph.
5. Restrictions Against Copying Or Modifying The Licensed Materials
CES software or third parties copyright the Licensed Materials. Except as expressly
permitted in the Agreement, you may not copy or otherwise reproduce the Licensed
Materials. In no event does the limited copying or reproduction permitted under the
Agreement include the right to decompile, disassemble, or electronically transfer the
Software or to translate the Software into another computer language.
6. Protection And Security
You agree to use your best efforts and take all reasonable steps to safeguard the
Licensed Materials to ensure that no unauthorised person has access to them and
that no unauthorised copy, publication, disclosure, or distribution of any of the
Licensed Materials is made. You acknowledge that the Licensed Materials contain
valuable, confidential information and trade secrets and that unauthorised use and
copying harmful to CES software and its software suppliers and that you have a
confidential obligation with respect to such valuable information and trade secrets.
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7. Limited Warranty
CES software warrants that the media on which the Software in recorded will be
free from defects in workmanship and materials for a period of 90 days from the
date of payment of license fee. If the media and dated proof of purchase are
returned to CES software or the dealer from which the media was obtained within
90 days of the date of payment of the license fee and if CES software determines
the media to be defective and provided the media was not subject to misuse, abuse
or use in defective equipment, CES software will, as its option, (1) replace the
media, or (2) refund the license fee paid by you, upon your return to CES software
of the Licensed Materials, including all copies or portions thereof and dated proof of
payment of the license fee.
All implied warranties on this media, including implied warranties of merchantability
and fitness for a particular purpose, are limited to the duration of the express
warranty set forth above in no event will CES software or any other third party who
has been involved in the creation production or delivery of the Licensed Materials
be liable for special, direct, indirect, or consequential damages, including loss of
profits or inability to use the Licensed Materials, even if CES software or such other
party has been advised of the possibility of such damages, in no event shall CES
software or such other party'’ liability for any damages or loss to you or any other
party exceed the license fees paid for the Licensed Materials.
8. General
If any provision or portion of a provision of this Agreement is determined to be
invalid under any applicable law, it shall be deemed omitted and the remaining
provisions and partial provisions of the Agreement shall continue in full force and
effect.
This Agreement constitutes the entire agreement between the parties with respect
to the subject matter hereof, and all prior agreements, representations, statements
and undertakings are hereby expressly cancelled.
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Contents: -
Copyright/disclaimer
CES Software Licence Agreement
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Chapter 1: Introduction and Overview
Introducing CES Touch Software
CES TS Feature Summary
CES TS System Requirements
Licensing CES TS Software
Support and Maintenance of CES TS Products
Upgrading an Existing Version of CES TS Software
CES TS Standard Operating Modules
Back Office - Main Menu
Navigation Map
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Chapter 2: Installing the CES TS Software
New Installation
Pre-Installation Windows Settings
Create a Shortcut to run CES TS Software
Starting CES TS Software on start-up
Old errors on Windows 98 (+ above)
Pre-Installation - TEC Machines Only
Starting CES TS Software
Hardware Configuration
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Chapter 3: Configuring CES TS Software
Understanding System Settings
System Options TAB
Sales Mode
Receipt Printer Options
Remote Printer
Accounts Option
Customer Loyalty
Bookings
Other
Remote Printer TAB
Licence TAB
Current/ End of Day Reports TAB
Import / Export Utilities TAB
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Contents: ______________________________________________
Chapter 4: The Sales / Review Module
Sales Mode
Defining Screen Buttons
Screen Layout Menu
Defining Button Details
Pre-Defined Button Actions
Other Definable Button Actions
Layaways
Split Bills
Transfer Bills
EFT Recall
Paid In/Out
Freetext
Voids
Customer Database
Previous Tranactions
Account Status
Account Payment
Booking Planner
Sub-Total Screen
Cheques and Cheque Printing
Payment by EFT
Payment by Loyalty Points
Payment by Foreign Exchange
Payment to an Account
Paying off an Account
Terminal Reports
Sales Review
Serial Tracking
Initiating Serial Tracking
Serial Tracking in Sales Mode
Searching under Serial Tracking
Chapter 5: The Product Module
Product Maintenance
Create a Product
Delete a Product
Edit a Product
Search for a Product
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Contents: ______________________________________________
Copy/Paste a Product
Setting Prices
Setting Stock Levels
Compulsory Stock required
Product Controls
Comments
Additional PLU's
Pictures
Groups
Departments
Suppliers
Price Shifts
Condiments
Sales Menus
Recipes
Mix and Match
Questions
Chapter 6: The Stock Control Module
Orders
Creating an order
Insert PLU
Templates and Ultilities
Templates
By Department
By Supplier
Order Information
Entering The Order By Quantity
Using The Criteria Options
Save As Template
Save An Order As A Draft
Finalising An Order
Goods Inward
Receiving Stock Via an Existing Order
Product Listing
Add Item
Edit Item
Delete Item
Accept Outstanding
Accept All Outstanding
Accept In
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Contents: ______________________________________________
Reviewing Goods Awards
Immediate Order
Product Information
Stock Adjustments
Create New Adjustments
Stock Taking
Stock take List
Printing Count Sheets
Discrepancy Report
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Chapter 7: The Reports Module
Financial Reports
Product Sales
Account Reports
Customer Reports
Product List Reports
Other Reports
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Chapter 8: The Account Module
Account Details
Account Payments
Account Adjustments
Account Statements
Audit Trail
Aged Analysis
Profile
Recall
Mailshot Facilities for accounts
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Chapter 9: The Customer Module
Details
Follow on Key
Customer on Stop
Allowances
Listing
Profiile
Comments
Mailshot Facilities
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Chapter 10: The Booking Module
The Booking Screen
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Contents: _____________________________________________________
Display Bookings
Making Bookings
Booking Status
Editing Bookings
Moving Bookings
Booking Reference
Taking Deposits
Deleting Bookings
Reviewing Deleted Bookings
Taking Bookings in Sales Mode
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Chapter 11: The Utilities Module
Operators
Create an Operator
Receipt Set-up
HotCodes
Reasons
Foreign Exchange
Report Set-up
System Menu
Post Sale
Enquiry Display
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Chapter 12: The System Menu Module
Passwords
Tenders
Charge Sheets
Controls for Charge Sheets
Link Customer Database
Bookings
Receipt Comments
Reference Prompts
Zap all current data
Password protecting the zap all current data
Database
Zap Files
Pack File
Import-Export
Customer Display
Set-up
VAT Codes
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Contents: _____________________________________________________
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Screen Titles
Archive Sales
Keyboard Presets
Chapter 13: Kitchen Printers
Kitchen Printer Set-Up
Setting up Remote Kitchen Printers
with CES Software
Setting up Products to Print to remote
printers
Understanding Remote Kitchen Printers
System
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Chapter 14: The Euro
Configuring the Euro in System Settings
System Options
Receipt Printer
Euro Tender Type
Sales Mode with Euro
Printing the Euro Symbol
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Chapter 15: Loyalty System Set-Up
Understanding System Settings
Assigning Loyalty Points Values
Assigning Loyalty Points to Products
Loyalty Points in the Customer Module
Loyalty Points in Sales Mode
Redeeming Loyalty Points in Sales Mode
Customer Loyalty on Receipt
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Chapter 16: CES Software on a Network
Setting Up the Network
Typical Network Configuration
System Settings
Server Controlled Options
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Chapter 17 Trouble Shooting Guide
Sales Mode
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Appendix A: Hardware that CES Software has
been tested on
Appendix B: Linking into Datasym Stockade Package
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Chapter 1: Introduction and Overview
Introducing CES Touch Software
Welcome to CES Touch Software. CES TS is a powerful, yet user
friendly Point of Sale software product designed for use in retail,
hospitality, and leisure. Rich in features and simple to use the
product has been proven in many business environments. The
product is inclusive of a Back of House module giving the user total
control of their EPoS environment and allowing you to maximize
your EPoS investment. The CES TS software is designed with an
open architecture allowing it to easily integrate into existing Stock
Control or MIS systems. The CES TS product is inclusive of a basic
Stock Module.
The CES TS software enables easy definition of products, group or
department allocation, and position on the main keyboard. The main
keyboard supports recipes, product images, messages and several
other features allowing the user to easily customize the look and feel
of the software to their business requirements.
The software allows sales by Touch technology, normal PC with
Mouse and Keyboard, and, Bar Code scanning. Other features
include cheque printing, multiple kitchen printers, as well as the
ability to print Refund and Promotional Vouchers.
The software includes a real time single site stock control system,
which can be maintained via deliveries, returns, transfers, wastage
and sales. This allows stock take reporting with variances and a full
audit history of stock movements. CES provides an open
architecture interface for easy integration into other Stock Control
systems.
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CES TS is a recognized partner for integration into Datasym
Stockade Stock Control software.
End of Day reporting consists of a Cash Total finaliser, Department
or Group value allocation, and itemised sales summary.
In addition a wide variety of reports are available to look at current
and historical sales information allowing the user to review and
analyse information and make informed business decisions. Each
user can define their own set of reports from a library selection, or
have their own set of specific reports custom built by the CES
development team.
All reports can be displayed on screen or printed to a connected
printer. Reports also designed for easy import into your desktop
spreadsheet package, where if required further analysis can take
place producing a range of graphical charts for onward presentation.
Once installed the CES TS software product will provide you with all
the tools you’ll need to make informed and decisive decisions in
maximising your business sales. The ease of use, and flexibility
within the system allows it to be easy tailored to work efficiently and
effectively within any business environment.
CES TS Feature Summary
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Can run with Touch Screens, Keyboard, Mouse, or
combinations of these.
Sales input from programmed screen buttons, Keyboard or
Scanners.
Easy to set-up and use requiring minimal training.
In-built Training mode
Multiple Tender types within the same transaction.
Card detail entry via Magnetic Card or keyboard.
Credit Card Authorisation. (EFT)
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Multiple credit card payment for the same transaction.
Euro Ready
Cheque Printing
Foreign Currency Handling
Extensive Customer Management module.
Comprehensive Account Sales Ledger module.
Cash Declaration Facilities.
Float Entry.
X and Z report for each terminal.
Consolidated X and Z reports for networked terminals.
Multiple prices for items.
Alternative Products Identifiers code for products (Multiple
Barcodes).
Detailed Information through size, colour, and style codes.
Product Mix and Match.
Detailed recipes and analysis
Discounts Via Customer or Item, by %, amount or fixed.
Support for single and multiple kitchen printers.
Multiple definable screens for ease of one touch item selling.
Advanced booking module for charge sheets
Extensive refund and void faculties
Multiple VAT rates
Comprehensive transaction monitoring and analysis.
Information analysis to support and enhance business sales
and marketing.
Customised Screen Configurations for ease of use.
Extensive reporting facilities for all areas of Sales, Products,
Customer, Accounts, and Bookings.
Works stand alone or within a network environment.
Stock management module.
Serial Number Tracking
Plus much, much more!!!
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CES TS System Requirements
CES TS software is designed to run on a wide range of Touch based
and PC based hardware platforms. In general the minimum
recommended requirements for installation of the software is:
Intel Pentium Processor and above. (Or equivalent)
32Meg RAM (64Mb Recommended)
Disk Space 500MB
3.5” Floppy Dive or CD Drive
Operating System: Windows 95/98/NT/2000
CES TS software is provided on:
1 x CD Rom
As well as Touch based hardware the CES TS software can run on
any PC with the above specification or higher.
Note: 1. Different hardware will require different drivers for the
cash drawer. Please check with your supplier that the cash drawer
intended for use with this system is compatible and supported.
2. CES TS software is compatible with any Epson or Epson
compatible printers. Customers should if unsure consult their
hardware vendor for any compatibility issues.
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Licensing CES TS software
On completion of the installation of the CES TS software you will
need to Licence the product before use. The CES TS software is
provided with the following Licensing configurations:
1. DEMO Mode – The default mode on the completion of
the installation Process. The product will work in this
mode for up to 100 transactions. Please note that the
system will reset at this point loosing all sales and
systems data.
2. 30 Day Licence – The software will be initially be given a
30 day licence. This will allow the system to work with all
the installed product features for a period of 30 days.
After the 30-day period has expired you will need to
obtain a full user licence.
3. Full Licence – A Full Licence is required after the 30 day
initial period.
4. Licences of individual Terminals need to include
intended modules to be available on each Terminal.
Licensing is particular to individual Terminal numbers.
Modules available are:
Booking
Accounts
Customer
Stock Control
5. Software Key – Licensing of CES TS Software is specific
to the hardware it is installed on. Each license is provided
against a software key number generated via the hard drive
ID number.
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Please complete the following table below for your records:
Business Name
Business Address
Postcode
Branch /Site No.
No Of Licenses
CES TS Version
Modules
Purchased
Terminal
Software
Key
30 Day
License
Stock
Accounts
T1
T2
T3
T4
T5
T6
T7
T8
T9
T10
Support Number
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Customer
Stock
Full
License
Support and Maintenance of your CES TS Product
On the purchase of your CES TS Product you will be entitled to
90 day telephone support as provided within the software licensing
agreement. Please contact you Epos Systems provider for any
difficulties during this period.
CES recommends that all customers include the annual support
contract with the purchase of your CES TS software. This will
provide you with telephone support for the entire year and peace of
mind.
Support lines are open Monday – Friday, from 8:30am to 5.30pm.
Though CES TS software has been proven reliable within many
business environments there will always be cases where an error or
fault occurs. CES can only provide the relevant support and service
to customers who have taken the annual support contract.
Please confirm with your Epos Systems provider for this service.
Upgrading an existing Version of CES TS software:
CES TS Version 1.8.26 has gone through many major feature
changes. A seamless upgrade by existing methods is available from
1.8.2 to 1.8.26. For any upgrade this should include a complete
backup of the existing system. The upgrade should be tried firstly on
a stand alone terminal, off site, using previous versions data. Please
note that the version 1.8 is licensed under a different generator and
existing licenses will no longer be valid. New license numbers will
be available following software upgrade. Please consult the CES
support team if in any doubt about upgrading from a prior version.
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CES TS Standard Operating Modules
This section provides a user map of the modules provided with CES
TS software and a brief description of their use.
Back Office - Main Menu:
The default start-up screen.
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Navigation
Sales Review
Sales Mode
Sales Review
Serial Tracking
Products
Products
Groups
Departments
Suppliers
Price Shifts
Condiments
Menus
Recipes
Mix & Match
Questions
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Navigation
Stock In / Out
Orders
Goods In
Stock Adjustments
Stock Taking
Reports
Financial
Sales
Products
Lists
Accounts
Customer
Bookings
Other Reports
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Navigation
Accounts
A/C Details
Payments
Adjustments
Statements
Audit Trail
Aged Analysis
Day Books
Profile
Recall
Customer
Details
Listing
Profile
Comments
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Navigation
Bookings
Utilities
Operators
Receipt Set-Up
Hot Codes
Reasons
Foreign Exchange
Report Set-Up
System Menu (see below)
Post Sale
Enquiry Display
System Menu
Passwords
Tenders
Charge Sheets
Database
Import/Export
Customer Display
Set-Up
VAT Codes
Screen Titles
Archive Sales
KB Presents
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Chapter 2: Installing CES TS software
The CES TS software package is provided on one CD Rom. Please
ensure you have the correct media to start your installation.
It is recommended that the installation of the CES TS software product
be installed in the default directory C:\Touch. If you do not install the
software onto this default directory please consult your systems
provider for installation instructions.
New Installation
If you are using CD the set-up file will auto run. If not select the drive
your CD player is assigned to and locate the setup.exe file contained
with the Disk 1 folder. Double click on this file and follow on the onscreen instructions.
Pre-installation – windows settings:
Time/Date Format
- The time is required to be in 24-hour format
and the date in long format. To do this go to
regional settings in the control panel and in
time where it says time style, make sure it
shows HH:mm. For the date it must read
dd/mm/yyyy in the short date style.
Mouse speed
- For maximum efficiency and also to stop
people from using windows without
permission this should be set to maximum as
well as the double click speed. This can be
done in the mouse settings in the control
panel.
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Screen size and
Graphics
- The screen size ideally should be 800*600
and should be no less than 16bit colour.
There are also a few things that can be changed to increase
Functionality.
For example, in display settings (control panel) under appearance,
You should change the size of the message box as well as the scroll
bars. We recommend that the message box size should be at least
size 14 and the scroll bars be at least size 25.
Create a Shortcut to run CES TS Software
On the successful completion of the CES TS software procedure you
should create a shortcut of the Touch.exe in the C:\Touch directory
and place it on your desktop.
Starting CES TS Software on start-up
For Windows 95/98 place a copy of the Touch.exe
Within:
Windows
Start Menu
Programs
Start Up
Old Errors On Windows 98 And Above
When installing CES TS Software or Windows 98 or higher you may
get OLE errors when starting Sales Mode. If you encounter this
problem you will need to obtain a copy of the following files:
fm20.dll
fm20enu.dll
and place them within the \Windows \System directory. These files are
available on the installation CD or can be obtained on a Windows 95
System or via the Microsoft Website.
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Pre-installation – TEC machines only:
Opus drivers:
Please ensure that you have the latest Opus drives installed prior
to installing CES TS Software.
*Note: Touch.exe is for standard touch screen tills and PC’s,
where as Touch_TEC.exe is for a TEC ST-60 series.
Starting CES TS software
Double click on theTouch.exe icon placed on your desktop.
From this main menu, you can access all areas of the software. There
is a password protection facility. Right clicking on a button brings up
a prompt to enter the “Master Password”. This as a default is “EPOS”
but can be changed through the control scripts in system settings.
Once this has been entered a second dialog box will ask you what you
Would like the password to be for that button (each button can have
it’s own unique password). The maximum length for this password as
with the master password is 20 characters long. Using the master
password you can assign a password to any button in back-office.
Hardware Configuration
CES TS Software is highly versatile and has been proven to work
with many Hardware applications. For the hardware CES TS
Software has been tested on please see Appendix A. If you are in
doubt as to whether you hardware is compatible please call 020 8201
4101 for more information.
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Chapter 3: Configuring CES TS Software
This section describes how to set-up the CES TS software
for use in your particular business application. The
settings described in here can be changed at a different
time, however, having a good working start point is key to
providing an easy configuration and ease of use.
System Settings is accessed from the Main Menu via
Utilities, System Menu, and Set-up.
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Understanding System Settings
Server Directory:
The central location on the network or local
drives, where the global files are located.
Default: c:\touch\data\
Local Directory:
The local working directory. Default:
c:\touch\data\. This must always be within
the local machine.
Remote Directory:
The remote directory for remote printing (i.e.
Kitchen Printers)
On a network system all terminals should be
directed to the same directory.
Account Directory:
The server accounts directory. Default:
c:\touch\accounts\
EFT Directory:
The server data directory for the Commidea
EFT system.
Default: c:\softeft\data\
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Reports Directory:
The default directory for reports.
Sales Archive
Directory:
The directory used to store the archived
sales files. Archives created on a monthly
basis.
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System Options TAB
Branch Number:
The number of the branch (1 – 999).
*IMPORTANT*
Terminal Number:
The number assigned to this terminal
(1 – 999)
*IMPORTANT*
Number of Terminals: The total number of terminals within the local
network. *IMPORTANT*
Disable void
Transaction within
Review
This function disables the void transactions
being viewed within the sales review option.
Booking deposit
Collection counter:
Running total of booking
deposit counter
Customer Display
Type
A drop down to select the Customer Display
type ad the com port it is attached to.
Start sales mode first: Start system up in Sales Mode. (YES/NO)
End of day overdue
warning:
This function will display a warning at the
bottom of the sign-on screen, stating end of
day routine is overdue.
If sales are present within the local sales.dbf
file that have a transaction date prior to the
current date and the current time is after
05:59. (yes/no)
Reset stub ticket
Number with EOD:
Reset stub ticket number to zero at
End of Day. (YES/NO)
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Check for sales
When the sales system first starts, if this
Archiving on start up: has been selected, it will check the all-sales
database to see if there are transactions from
previous months. If there are, it will remove
the information (“ ARCHIVE SALES” for more
information). (YES/NO)
Default unit of sale:
Sets the default quantity descriptor for adding
New products. (i.e. Each, pint, glass) This is a
text box description.
Style/ Colour/ Size:
Define the make up of a product code for
allowing search on style/ colour/ size. If the
product code is 1141101106 and n,n,n is
5,2,2. The first 5 digits represent style, next 2
is Size, next 2 is colour. You will need to
have the relevant details in the colour and
size tables.
Run import on first
Sign-on:
If an import program exists, do you want
to start automatically with first sign on?
(YES/NO)
Master password:
Set the master password for all passwordprotected screens. Please charge default.
Epos Terminal Type: A drop down box, which allows the EPOS
terminal type to be chosen.
Scanner port number: Defines a scanner port for sales mode and
product maintenance. The scanner settings
must be baud rate: 9600, No Parity, 8 Length,
1 stop, with carriage returns.
Choice you made via a drop down selection
box.
Cash Drawer:
Define cash drawer type via the drop down
selection box
Wait for cash drawer: Wait for cash drawer (YES/NO)
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Card reader:
Drop down selection box enabling choice of
MSR device and connectivity to relevant com
port.
Local currency symbol: Define local currency symbol (Text field).
Fixed Plu length:
Pre define product code length.
Next auto Plu number: Show next available PLU number.
EFT Check For
Customer Present:
Enable check box on EFT Software to allow
Customer Not Present EFT Transactions.
Last Order Number:
Record of the Last Order Number used within
the Stock Control Module.
Order case Quantities Define the ordering quantity on rounding
Rounding:
of non-single items. Select via drop down
box.
Last Goods Inward
Numbers Used:
Record of Last Goods Inwards Number
used within the Stock Control Module.
Last Stock
Adjustment
Number Used:
Record of Last Stock Adjustment Number
used within Stock Control Module.
Alter Stock Level By
Adjustments Only:
This option forces any stock adjustment to be
accompanied by a Stock Adjustment Process.
WinTi EFT Account
Number
Account number used for WinTi
Allow minimise of
System Screen
Ability to minimise screen for Windows.
Report Hot Code
Usage to File
Reports Hot Codes used to Sales File, and
can be viewed in Sales Review.
32
Sales Mode
Sales Mode Options
Auto Logoff:
Use server screen
button file:
Log the sales screen off to the
Operator select screen if no activity
For n seconds
Choose to have all screen controlled by the
server within a networked installation
Real time stock
updates:
YES/ NO (Single site only) Sales can only be
made on positive stack quantities.
Service charge rate:
Sets the percentage rate of service charge.
Service charge text:
Sets the text assigned to the service charge
amount printed ion the receipt.
Service charge usage:A selection box allowing different modes of
Service Charge Usage.
Automatic EOD date:
The report date selected for the End of Day
routine will be selected automatically. The
End of Day after midnight and up to 05:59am
will select the previous day’s date, after this
time this transaction will be selected for the
report date. (YES/NO)
Automatic EOD date The report selected for the
by Transaction date: End of Day routine will be selected
automatically. The End of Day after midnight
and up to 05:59 am will select the previous
day’s date, after this time the current date will
be selected for the report date. (YES/NO)
Credit Card approval This control forces credit card approval via
with Commidea:
Commidea WinTi EFT software. (YES/NO)
EFT Tender:
n being the number corresponding to the
tender that EFT is setup as a tender type.
33
Blank card number
on EFT slips:
Mask the full Credit Card number from
appearing on the receipts. All numbers bar
the last four digits are replaced with x.
Enable EFT gratuity:
Enable gratuity on credit card transactions.
(YES/NO)
Print two EFT slips
on first print:
Instead of printing one slip for the customer
to sign, print two.
Alternate Currency
Exchange Rate
Input the Euro rate to display Euro currency
if switched on, the system will convert and
display the correct amount.
Note: Euro currency requirements are to six
decimal places.
Alternate currency
On tender
Define tender for alternate currency
transactions. This tender must also be set
up.
Alternate Currency
Symbol
Currency symbol used for alternate currency
Sales Grid Location:
This control will set the sales grid to be left
top, right top or centre top large. For centre
top large the PLU number is also displayed.
Last Receipt Number The last receipt number used by the system.
If the software does not have a valid licence
Used
number or is a DEMO system, the sales
mode will be terminated with a warning if this
value is greater than 100. Re-set this value to
zero to continue within demo mode.
Last Layaway
Number used:
The last layaway number used for
transactions that have been posted.
34
Default Screen Page: At the start of each transaction the system will
display the screen selected 0 –24. Screens
are defined in Screen Titles.
Default price level
Offset:
Local to terminal define the price level offset
to product prices.
Logoff After Each
Transaction:
YES/NO to automatically sign-off the operator
after each transaction.
Layaway By Operator: If YES/NO to automatically transactions
layaway to be specific to that operator and
can only be recalled by that operator,
otherwise all operators can access all
layaways.
Automatic Sale
Consolidate:
YES/NO to automatically consolidate each
item within a transaction real-time.
Compulsory charge
On Sign on:
Define charge sheet type to start up on
sign on.
Tender declaration
With EOD:
The tender declaration function will appear
before the End of Day report, a tender
declaration section will also be reported within
the End of Day report. Failure to enter values
within the declaration will abort the End of Day
report. The tender declaration requires the
tenders to be set up as follows:
Tender#1 = Cash
Tender#2 = Cheque
Tender#3 = Credit Cards
All other tender types are consolidated
into OTHER tender type.
Foreign exchange
Tender:
Allocate the tender type to be used for Foreign
exchange.
35
Compulsory stock
Required:
This function checks the availability of
stock against the current stock quantity.
If insufficient stock is available the system will
generate a warning message. The control
script “STOCK UPDATE: REAL TIME” must
also be present within the control configuration.
Compulsory price This control if selected will ensure that all
On Zero priced
products are sold for a price even if they have
Items:
been set up with a zero price value.
Append first letter
Of VAT to items:
Adds the first letter of the product’s VAT
description to the sales grid on screen and to
the receipt when printed (i.e. Fosters (S))
Cash drawer alarm Have an alarm after a defined number of
seconds, if the cash drawer has been open too
long. This option uses the default speaker of
the system the software is being used on.
Date range question Products sold over a date range
Equal quantity:
will associate the number of days to the
quantity (i.e. 3 days hotel n=booking = qty of 3).
Fractional quantity The default is quantity values without
On reports:
decimal places. For fractional quantities set
this option (i.e. Bar/ Rest environments).
Disable voids on
Reports:
Disable void transactions on receipt
printer.
Allow operator
Interrupt:
YES/NO This allows operators to sign off
during a transaction. The current transaction is
then saved to the operator’s file. On sign on
the transaction is recalled. This function will
work across a networked installation.
Pre-select VAT
For products with VAT change enabled this
36
Code:
option auto selects the VAT charge code,
where the VAT code is defined in the VAT
table. The number re-entered is defining the
VAT code change type.
Number Of A4
Charge Invoices:
Decline the quantity of A4 charge Invoices to
be printed with the invoice.
Disable Price Shifts Disable price shifts on this terminal (YES/NO)
Disable Mix and
Match
Disable Mix & Match on this terminal (YES/NO)
Local Currency
Main Description:
Text Box to be used for Amount on Cheque
Printing (Single Unit i.e. pound)
Local Currency Sub Text Box to be used for sub currency to above
Description:
(pence).
Disable Sales Mode
Disable Sales Mode for terminal. For use of at
back office machine/terminal.
Cash Declaration
Variance
Variance allowed for operator to Cash Up
for cash declaration
Cheque Declaration
Variance
Variance allowed for operator to Cash Up
for cheque declaration
Credit Card
Declaration limit
Variance allowed for operator to Cash Up
for Credit Card declaration.
Other Tenders
Declaration limit
Variance allowed for operator to CashUp
for other tenders
Alternate Currency
Symbol
Alternate Symbol for secondary Currency
Local Currency
Symbol on Receipt
Local Currency Symbol to appear on Receipt
37
Declaration Loops
Before Skip
Number of times variance Declaration loops if
over variance amount.
Alternate Currency
Description
Alternate Currency Description
Issue A4 Receipt
Ability to produce A4 receipt.
Allow Mix & Match
With Refunds
Mix and Match to be included in refunds.
HOTCODE 1
aa,bbbb a = overall length of the entry and
bbbb = the first characters. If the hotcode
exists the function will be actioned
HOTCODE 2
aa,bbbb a = overall length of the entry and
bbbb = the first characters. If the hotcode
exists the function will be actioned
HOTCODE 3
aa,bbbb a = overall length of the entry and
bbbb = the first characters. If the hotcode
exists the function will be actioned
38
Receipt Printer Options
Receipt port number: Selectable drop down box to define the com
port the receipt printer is attached to.
Use receipt head/
Trailer on server:
Use the receipt header and trailer
that are present on the main server.
Print PLU on receipt: This control will enable the print of the PLU
code on all receipts.
Print refund reason
on receipt:
Print the refund reason description on
the receipt.
Print discount reason This control enables the printing of discount
on receipt:
amounts on receipts/bill receipts.
Print receipt after
each transaction:
Print a receipt for each transaction
Print VAT total on
Receipt:
Print the VAT total on every receipt issued
Print VAT analysis on Print a complete VAT analysis on every
receipt:
printed n every receipt issued.
Print Freetext on
receipt:
Print on FREETEXT information on
receipt issued.
Print zero priced
items on receipt:
Print products even if a product is
zero priced. (Used to enable the kitchen
messages on the receipt).
Print covers on
Receipt:
Print the covers on the receipt
Use dot matrix
control codes on
Receipt:
Set the receipt printer control codes to that
of a dot matrix printer. If not defined the
system defaults to thermal receipt printer
controls.
39
Extra line feeds on
receipt:
The receipt printer will issue extra line feeds
after the cutter or at the end of each receipt
print.
N = the number of line feeds
Print refund slip:
Enable this to print refund slips
Redirect receipt to
remote engine:
If the terminal uses a printer, a remote
printer as well as a receipt printer enable this
option to print receipts to remote printer
number.
Consolidate final
receipt:
YES/ NO. Consolidate sales information on
receipt.
Consolidate requestedYES/ NO. Consolidate sales information on
receipt:
requested receipt.
Print header bitmap
on receipt:
Enables the printing of a bitmap image
for the receipt header. The file
“HEADER.BMP” must be present within the
local data directory. The image will be printed
before the header text. The header text will
also be printed. The BMP image should be
no larger than 2569 wide and of a height
divisible by 92 pixels.
Use trailer bitmap
on receipt:
Enables the printing of a bitmap image for the
receipt trailer. The file “TRAILER.BMP”
must be present in the local data directory.
The image will be printed before the trailer
text. Trailer text will also be printed.
(Note: BMP images size requirements
above).
Use 19200 baud rate: YES/ NO. Select receipt printer baud rate
speed
VAT analysis with
Euro:
Provide VAT analysis when using Euro
currencies.
40
Slip skip lines:
This option allows the operator to adjust line
settings for pre-loaded slip printer paper.
Slip offset:
As above
Print question title
with answer:
On products that have questions associated
with the sale of the product, this ensures that
the question and answer are also printed on
the receipt
Print discount on
receipt:
This control enables the printing of discount
amount on receipts/ bill requests etc.
Cheque printing on
tender:
Set the cheque printing facility on tender type.
Cheque/ slip printer
type:
Select Cheque/ Slip printer type via drop
down selection box.
Print void on all
Receipts:
YES/ NO
Print receipt on slip:
YES/ NO
Issue Receipt with
NO SALE
YES/NO
Print Charge Sheet
Title on receipt
YES/NO
Print Refund details
On receipt
YES/NO
41
Remote Printer
Remote Printer Options:
Extra line feeds
Remote:
The receipt printer will issue extra line feeds
after the cutter or at the end of each receipt
print.
N = the number of line feeds
(Note: Some printers require extra line feeds
to ensure the paper is cut in the correct place)
Print receipt number
on remote:
Print the receipt number on the remote printer
as well.
Issue stub ticket
YES/ NO
number with remote:
Print Freetext on
remote:
Enable Freetext to be printed on receipt.
Last remote number:
Record of last remote print number
job request to be sent for printing to
remote printer.
Repeat remote 1 output
To
Repeate printing of remote 1 to
secondary remote printer.
Repeat remote 2 output
To
Repeate printing of remote 1 to
secondary remote printer.
Repeat remote 3 output
To
Repeate printing of remote 1 to
secondary remoteprinter.
Repeat remote 4 output
To
Repeate printing of remote 1 to
secondary remote printer.
42
Repeat remote 5 output
To
Repeate printing of remote 1 to
secondary remote printer.
Repeat remote 6 output
To
Repeate printing of remote 1 to
secondary remote printer.
Print Charge sheet titles
On remote
At remote printer charge sheet
title is printed
Font Size of Product
Details
Large / Small
Remote 1 - Dotmatrix
Control Codes
YES/NO
Remote 2 - Dotmatrix
Control Codes
YES/NO
Remote 3 - Dotmatrix
Control Codes
YES/NO
Remote 4 - Dotmatrix
Control Codes
YES/NO
Remote 5 - Dotmatrix
Control Codes
YES/NO
Remote 6 - Dotmatrix
Control Codes
YES/NO
Sort remote output by
Department / Group / Supplier / NA
Disable printing to
Remote 1
YES / NO
Disable printing to
Remote 2
YES / NO
Disable printing to
Remote 3
YES / NO
43
Disable printing to
Remote 4
YES / NO
Disable printing to
Remote 5
YES / NO
Disable printing to
Remote 6
YES / NO
44
Account Options
Use AFD with Accounts:
This control will enable the AFD Postcode/
Address search software within the account
details. Enter the postcode of the account
customer in the postcode box, then click the
AFD logo, this will then display the address
information found for the postcode provided or
error if not found. Enter the house number
and click OK to accept. The AFD software
installed will result in an error. The software is
subject to a licence agreement from AFD
directly. A demo copy of the software is
available for a two-week period from:
AFD Software Ltd.
Tel:
01624 811711
Fax:
01624 817695
Email: [email protected]
Web: www.afd.co.uk
AFD postcode software can be purchased directly from CES.
Compulsory Receipt Enables a compulsory receipt to be printed
With Accounts:
with account invoices from Sales Mode.
Print account address Enables the account address to be printed
on receipt:
on receipts.
Signature on account YES/ NO
receipt:
Account code length: Predefine account numbers to be used within
system to help manage accounts.
45
Next auto account
number:
Next auto account number available for
auto generated account numbers.
A4 invoice type with Choose A4 Invoice type to be printed
account transaction:
None
Ex_VAT
Ex_VAT x 2
Inc_VAT
Inc_VAT x 2
46
Customer/ Loyalty
Customer/Loyalty Options
Loyalty points with
Customers:
Choose loyalty system type to be enabled
by:
Never
Sales Value Only
Product Points Only
Sales + Products
Prompt for customer: A selectable choice of when to prompt the
Operator to gather customer details to be
used or stored against a transaction.
Loyalty redeem
On tender:
Define the tender type to be used for
redemption of Loyalty points/loyalty value.
Allow create
customer within
sales mode:
This option either allows or disallows
operators to create new customers within
sales mode.
Print loyalty points
per PLU on receipt:
This function enables the printing of loyalty
received for each product within a transaction.
Customer Cards:
I, ssssss:
Define length and starting digits for a
customer card (i.e. 1088707 would be 1=7,
ssss = 1). Used to differentiate PLU numbers,
credit card numbers, and customer cards.
Ensure that PLU numbers do not conflict with
Customer Card numbers.
Recall customer
transactions in
months:
Set the history time in looking at previous
Customer transactions. The greater the month
value the greater the overhead on the system
as it needs to search through archived
records.
Print customer code YES/ NO
on receipt:
47
Print customer name YES/ NO
on receipt:
Print customer
Address on receipt:
YES/ NO
Print loyalty points
on receipt:
YES/ NO
Use AFD Post code
Within customers:
This control will enable the AFD Postcode/
Address search software within the customer
details. See ENABLE AFD POSTCODE WITH
ACCOUNTS above for details.
Customer with
Enable the Customer with Allowance
Allowance Products: Products option to be enabled.
Print Customer
Allowance Points:
YES/NO
Loyalty Reward - Sales value required per unit
Define the sales value at which a loyalty point
is credited (pence)
Loyalty Reward - Points issued per sales unit
Define the number of loyalty points issued on
the sales value above.
Loyalty Redeem -Value of redeem points unit
Define the redemption value (pence) on
redeeming loyalty.
Loyalty Redeem - Points required per redeem unit
Define the number of loyalty points required to
be able to claim a redemption.
Loyalty redeem -Include current transaction points
Allow the loyalty scheme to include the value
of the current transaction.
48
Bookings
Deposit taken on
tender:
Being the number corresponding to the
tender that deposit is setup on.
Booking deposit paid Default paid in reason code to be used
in reason:
Booking deposit paid Default paid in reason number to be used
Out reason:
Charge # 1
Last booking reference number
Last booking reference number used within
charge sheet 1 system
Charge # 2
Last booking reference number
Last booking reference number used within
charge sheet 2 system
Charge # 3
Last booking reference number
Last booking reference number used within
charge sheet 3 system
Charge # 4
Last booking reference number
Last booking reference number used within
charge sheet 4 system
Charge # 5
Last booking reference number
Last booking reference number used within
charge sheet 5 system
Charge # 6
Last booking reference number
Last booking reference number used within
charge sheet 6 system
Charge # 7
Last booking reference number
Last booking reference number used within
charge sheet 7 system
49
Charge # 8
Last booking reference number
Last booking reference number used within
charge sheet 8 system
Charge # 9
Last booking reference number
Last booking reference number used within
charge sheet 9 system
Allow delete of
Bookings within
YES/NO
Sales Mode
Default Charge within Select Charge sheet number for default.
Booking Grid
Charge # 10
Charge # 11
Charge # 12
Last booking reference number
Last booking reference number used within
charge sheet 10 system
Last booking reference number
Last booking reference number used within
charge sheet 11 system
Last booking reference number
Last booking reference number used within
charge sheet 12 system
Charge # 13
Last booking reference number
Last booking reference number used within
charge sheet 13 system
Charge # 14
Last booking reference number
Last booking reference number used within
charge sheet 14 system
Charge # 15
Last booking reference number
Last booking reference number used within
charge sheet 15 system
Charge # 16
Last booking reference number
Last booking reference number used within
charge sheet 16 system
50
Charge # 17
Last booking reference number
Last booking reference number used within
charge sheet 17 system
Charge # 18
Last booking reference number
Last booking reference number used within
charge sheet 18 system
Charge # 19
Last booking reference number
Last booking reference number used within
charge sheet 19 system
Charge # 20
Last booking reference number
Last booking reference number used within
charge sheet 20 system
Charge # 21
Last booking reference number
Last booking reference number used within
charge sheet 21 system
Charge # 22
Last booking reference number
Last booking reference number used within
charge sheet 22 system
Charge # 23
Last booking reference number
Last booking reference number used within
charge sheet 23 system
Charge # 24
Last booking reference number
Last booking reference number used within
charge sheet 24 system
Charge # 25
Last booking reference number
Last booking reference number used within
charge sheet 25 system
51
Other
Nexsoft link on
Tender:
n being the number corresponding to the
tender that the Nexsoft hotel software link is
setup on.
Kids play area rate 1 Used in conjunction with Kids play area
(1.00):
booking button through sales mode to store
information for play area booking system.
There are three settable rates for bookings.
Kids play area rate 2 See above
(2.00):
Kids play area rate 3 See above
(3.00):
Default kids duration: Default session time for above
Enable US Navy
Prompt:
Customer specific link.
Nexsoft link directory: Directory of Nexsoft link software.
Victory export ID:
Customer Specific link.
52
Remote Printer TAB
This TAB is used to label, name and define the Remote Printer
Identifications. Within this area the Remote Printer Title and Header
or Printer assigned for up to 16 remote printers. See set up of
Remote Printers in this manual.
See diagram below.
53
Licence TAB
Company Name:
The name of the company, only present if a
valid licence number is entered.
Company Address:
Enter company address.
VAT No.:
Enter VAT no.
Tel:
Enter telephone number.
Fax:
Enter fax number.
E-mail:
Enter e-mail address
Cheques Payable:
Information or Company name to which
cheques will be printed if enabled.
54
Software Key:
This number is automatically generated via
the Hard Disk of the system the software is
installed on.
This number must be provided in order for
CES to provide a valid licence number.
Licence Number:
The licence number for the Company Name,
Branch number, Terminal Number and
Software Key. If invalid company name then
system defaults to
DEMO SYSTEM - NOT FOR RESALE and
the receipt numbers are
restricted to 100 receipts.
Validate Licence
number:
Valid licence details once entered
55
Current/End of day reports TAB
EPOS Report Status: Last Date Time (of Report run)
Last Number (allocated system number)
Current Report Status:Last Date Time (of Report run)
Last Number (allocated system number)
Import / Export Utilities TAB
Import Directory
Default: c:\Touch\imp_ex (Directory to import data into system)
Export Directory
Default: c:\Touch\imp_ex (Directory to export data from the system)
End of Day Form
Default: c:\Touch\forms\”filename.frm” (End of Day Customer frm file
to extract relevant data into other systems)
Start of Day Form
Default: c:\Touch\forms\”filename.efrm” (Start of Day Customer frm
file to import relevant data from other systems)
56
Chapter 4: The Sales / Review Module
This part of the manual will guide you through the sales
screen environment and controls to set-up the keyboard
and define keys and functionality on the keyboard. There
are three modules within the Sales / Review Module.
These are
Sales Mode
Sales Review
Serial Tracking
57
Sales Mode
The following sales screen is used to show the following information
Branch Number
Till Number
Date Time
Running Item Count
Current Operator
Table/Room Number
Sales Grid
Running Subtotal
58
Defining Screen Buttons
The Sale Mode within the touch screen has 25 screens, 0-24. Each
screen has 75 buttons, see below. Button location will change
according to sale window orientation and scale.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
64
65
66
43
44
45
46
47
48
49
67
68
69
50
51
52
53
54
55
56
70
71
72
57
58
59
60
61
62
63
73
74
75
Text / Function
entry box
dependant on
window location
and size. (see
control scripts)
Before any of the following can be done, the option “Allow
Screen Changes” must be 9 in. “System Settings”.
60
Screen Layout Menu
To define a button, hold down the SHIFT key and select the button on
screen.
•
•
•
Define Key - Defines the details of the current button
Copy Key Copies the current button and displays the
copied button on the left side of the screen.
Paste Button - Pastes the current button on to the current
button and returns to Sales Mode
60
Defining Button Details
Size:
List of the available button sizes for the current
button. On selecting a size, the button will be
displayed at its selected size.
Action:
This is the command for the current button, a
dropdown list is available for the pre-defined
functions.
Line 1:
Line 1 of displayed text
Line 2:
Line 2 of displayed text
Line 3:
Line 3 of displayed text
Font:
Font Typeface
61
Size:
Text Size
Picture:
Attach a picture to a button. Pictures need to be
located in C:\Touch\Data\Pictures\Buttons directory.
Fore Colour:
Selects and defines the fore colour of the current
button.
Back Colour: Selects and defines the background colour of the
current button.
Change Font: Selects and defines the font and font size of
the current button.
Using the above control allows the current button to be defined. The
button displayed on the left side is the resulting image. Therefore if the
font or text is too large for the current button, changing the various
controls will allow for the best image. Pressing EXIT will abort all
changes and return to sales modes, pressing SAVE will write the
current image the current button.
Hide / Reveal:
To hide a button use the button define
procedure, this control will automatically
detect the current status of the button and
acts as a toggle to reveal or hide the button.
To reveal a hidden button, use the button
layout as above Fig 1. Select button define
mode using another button, using the page
number and button number select the hidden
button.
Then use Define Button and the hide / reveal
option.
Extra:
Within sales mode hold down the CTRL key
and pressing a button on screen will return
the button image to a default 1X1 size and
blank all colour and text. If the CTRL is
pressed and a button is already set to the
default blank image, the button will be
removed from the screen or hidden.
62
Pre-Defined Button Actions
Sub-Total
- Perform a sub-total on the current transaction.
Product Code
- Enter the product code and then press this
button to sell that product.
Sign On/Off
- Return to the sign on screen.
*Operator
- n*operator, direct operator sign on button.
Quantity (X)
- Enter the total number of a particular item
being sold.
Clear
- Clear figures or text in Text/ Function entry
box.
Refund
- Refund either an Item or an amount.
All Refund
- Refund all the items in the current
transaction.
Layaway
- Put the current transaction on hold until a
later time.
Void
- Void a particular item in the current
transaction.
Void Last
- Void the last item on the current transaction.
Void All
- Void all items in the current transactions.
No Sale
- Open the cash draw (if present) to perform a
no sale.
Receipt
- Print a copy of the last receipt given or print
a receipt for the current transaction.
Consolidate
- Add quantities of identical items in the
current transaction.
63
Freetext
- Enter Freetext to put on receipt or to be sent
to kitchen printer.
Split Bill
- Split the bill by selecting the particular items
in the sale
Discount
- Enter Discount Mode.
Percentage
- Discount the last item by a percentage.
(Used in conjunction with Discount Mode.)
Amount
- Sell the last item for a discounted price of
your
choice. (Used in conjunction with Discount
Mode.)
Off
- Take a particular amount off the last Item in
sale.
Paid In
- Pay money into the till. I.e. float or deposit.
Paid Out
- Pay money out of the till. i.e. Window
cleaner or wages.
Price Change
- Function to alter price of a pre fixed priced
product
Customer
- Call up Customer Details. (For loyalty
points)
Reports
- Enter Reports Mode (see Reports Mode).
End Of Day
- Print an End Of Day report whilst in sales
mode.
64
Current Sales
- Print a Current Sales report whilst in sales
mode
Back-Office
- Enter Back-Office.
EFT Recall
- Recall any suspended EFT Transactions.
Booking Planner
- Enter the Booking Planner in which you can
create and open tables into sales mode.
Product Maintenance - Takes you to the product maintenance
screen.
Goods Inwards
- Brings up the Goods Inwards screen (Back
office) within sales mode to allow stock to be
allocated into the stock file without needing to
go into back office.
Serial Tracking
- Brings up the Serial Tracking facility within
Sales mode.
Review
- Review all current transactions made on
either that machine or through out the
network.
Product Search
- Search for product by PLU/ SKU,
description, catalogue no. Brings up
selection box to select product.
Product Enquiry
- Select product and bring up information
about the product. Information displayed is
defined in product enquiry module under
Utilities- System Settings.
Product Picture
- If a picture is associated and tagged to a
product, display the picture of the product.
65
Validate Last Sale
- Print time, date, total, receipt no., operator
on slip printer on last sale.
VAT Change
- For items selected change the standard
VAT rate to a defined VAT rate change.
A4 Request
Print Bill on A4.
Select VAT Change
- For item selected change to different VAT
rate via system set VAT rate table.
Deposit Taken
- Deposit taken without booking.
Back Space
- Emulates the back space function on a
keyboard
Tender 1 – 12
- The particular tenders, as set up in Tenders
(See Tenders).
??? Exchange
- Hotcode for any exchange key or direct
foreign exchange key.
Account
- Put the current transaction to an existing
account.
- Make payment towards a particular account.
Account Payment
Account Status
- Provides account status via account
number.
1*Charge – 25*Charge - Open the number of the corresponding
charge sheet you want.
1* Charge Free - 25
- Activates charge sheets selection page
displaying free tables only.
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N/1 Charge -
Programming to take Operators directly into
the a specific charge number within a specific
charge sheet.
Post Charge
- The post charge button allows you to use
such functions as the booking system. When
a charge sheet is open in sales mode and
there are items in the sales screen, press this
button to save the current sales data to that
particular area of the charge sheet (whether it
is a table or a room). There must be a charge
sheet open to use this button.
Transfer Bill
- Transfer the details on screen to another
charge sheet allocation or within the same
charge sheet.
Covers
- Change cover No’s on a Subtotal sale
screen.
Default Screen
- Returns you to your Default Screen. (See
Setup)
Run Import
- Run import form defined in system settings
manually
Screen Names
- These names are the different screens that
you can configure for the sales mode. (See
Screen Titles)
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Other Definable Button Actions
Product button: nnnn*
nnnn = PLU code.
Example:
001* = Sell PLU code within sales
mode
To sell a Plu at another price level, put the price level
after the command. E.g. 001*L3,L3 = Price Level 3
Menu button: n*MENU
n = menu number.
This function will display the contents of the define
menu.
The menu display will automatically size the menu
buttons to fill the screen and will take the colour
scheme from the original button. On pressing a menu
option the system will return to the sales mode
screen.
Persistent Menu:
n*MENU/P
n = menu number.
As MENU function above, but the menu will
remain and display insert a count to the text
display. The menu will remain until the
ABORT option is pressed.
Department button:
n*DEPART
n = Department code.
As MENU function above, but will display all
the products within a department to a
maximum of 64 items. The system will return
to sales mode on selecting a product.
Persistent
Department:
n*DEPART/P n = Department code.
As PERSISTENT MENU function above, but
will display all the products within a
department to a maximum of 64 items.
Predefined
Tenders:
mmmm*TENDER#n
mmmm = Tender
amount in pence. n = Tender number.
(Example: 500*TENDER#1 = £5.00 Cash, if
tender 1 is defined as cash)
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Selling a n*Recipe
n being the number you gave the recipe
“Recipe Setup”.
Recipe:
If the recipe contains Plu’s that have
condiment menus linked to them, they will
appear as normal. If explode has been ticked
in the recipe setup page, you will see all the
Plu’s contained within that recipe, individually
in the sales screen.
Hot Codes
These can be on an operator card or just a
manual entry into the till. Once setup in back
office, use the number here to perform the
function you would like it to. E.g. refund via a
code rather than a visible button.
Stock Codes
Once the code has been entered
manually, press this button to
sell that product (this could be a barcode if
that is what you have entered as the PLU
number in product maintenance).
Quantity
Enter a number ranging from 1 – 999 and
then press this button, once done select a
product. Depending up on the amount that
you entered, this will then be the amount
sold of that product.
Review
Takes you to the sales review screen.
The default search for this screen through
sales mode is current local sales.
Consolidate
This looks through the current transaction
and finds all the identical products within
it, adds them together and then displays
the total quantity of each product instead
of one per line.
Product
Enter the stock information database
through this button (see section 2)
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Maintenance
(“PRODUCT MAINTENANCE”). From
here you can edit the information on all
the stock in the database, from creating
and deleting items to what prices to
charge and what controls are present on
it.
Print Receipt
If a receipt is not normally printed press
this button to have a receipt of the last
transaction completed. Even if a receipt is
normally printed at the completion of a
transaction then this button will enable you
to print a copy of the last receipt given.
Links to other Screens
To make use of all the buttons space on all
25 screens, you must create links to the
particular screens by using a button. At
the end of the list of pre-defined actions
there are names of the screens, which can
be setup through back-office (see “Screen
Names”). Select one of these and you will
be able to access that screen using this
button.
Post Charge
Pressing this button whist there is a
current transaction on screen, will save
the current sale to a database, but only if
there is a charge sheet open (see below)
Charge Sheets
n*Charge n = number corresponding to
the charge sheet you wish to use.
If the charge sheets have been setup in
back-office then they can be used in sales
mode. To put items to a charge sheet you
use the post charge button (see above).
To recall those items press on the button
that corresponds to the charge sheet you
posted them to and then recall them from
the list that appears for that charge sheet
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Refund
To refund a product, press the refund
button followed by the product you wish to
refund (you can switch between screen
while you are in refund mode).
A new menu will pop up. Give the refund
a reason (setup in back-office,
“Reasons”). The refund will be confirmed
as soon as you complete the transaction.
To refund an amount, you will need an
open price Plu, repeat the above
procedure, but this time before it asks you
for a reason it will ask you for a price for
the Plu to be sold at.
Enter the price you wish to refund and
then continue.
To refund multiple Plu’s, the quickest way
is to enter all the Plu’s you wish to refund
and then press a button which has been
setup as “ALLREFUND” this will refund all
the items in the sales screen.
Discount
To discount an amount on a particular Plu,
the discount button must be pressed
straight after the Plu has been entered.
Then you must enter the amount that you
want to sell the Plu for. Then you will
need a button that has been setup as
“AMOUNT”. When you press this it will
change the price of the Plu to the price
you entered.
You can also discount a percentage. To
do this follow the same procedure as
above, but instead of pressing the
“AMOUNT” button you will need one setup
as “PERCENTAGE”. Once you have
entered the percentage you want to take
off the Plu, press this button and the
necessary price change will take place.
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To discount all the Plu’s in the sales
screen, you must have a button setup as:
“ALLDISCOUNTn*P1” where n =
percentage that you wish to come off all
the Plu’s in the sales screen. If you use
this “ALLDISCOUNT” function then this
will override all discounts carried out on
other items within the transaction.
Other functions
In sales mode you can sell any product at
a particular unit of sale without having to
setup each product with a button for each
unit of sale.
To use these units of sale within sales mode you must
setup the units of sale within “PRODUCT
MAINTENANCE” (Section 2). Once these have been
setup you must remember the name assigned to each
unit of sale and then create a button within sales
mode using this definition: N*MOD where N = the
name of the unit of sale. This button when pressed
will put you into a mode in which you will be able to
sell any item (as long as it has a unit of sale of the
same name setup) at that price level. If the Price
level is not present on a product then the option is not
available.
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Layaways
Put transactions on hold. All the current transaction data will be saved
to a table for the operator to recall at a later time. You can have an
indefinite amount of layaways at one time. To recall layaways, press
the Layaway button again and you will be able to select from a list
(shown above) of all the transactions that have been laid away. You
can setup whether the layaway operation is operator unique or not
using “System Settings- Layaway by operator”.
That is to say that if a particular operator performs a layaway then only
that operator can recall the layaway from the database. If this option
is not set, it means that any operator can access all layaways put
away by any operator at all. If you do not wish to recall a layaway
then you can return to the sales mode screen by pressing abort.
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Split Bills
Take certain items out of a transaction so that they can be paid for
separately. Once this button has been pressed, select the items you
would like to separate from the transaction and press the split bill
button in the bottom left corner. This will bring the selected items out
into sales mode for you to complete the transaction. Once that
transaction has been completed, the remaining items that were not
selected will appear in the sales screen for you to complete the
transaction. You can use the split bill function as many times as you
like in a transaction as long as there are two or more items in the
sales screen.
This feature can also be used to transfer all or some items to a new
table within a Restaurant environment.
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Transfer Bill
The Transfer Bill function differs from the split bill function by allowing
the operator to transfer the current sales details which may include the
Customer and Sale information from one charge sheet to another
charge sheet. It can also be used to transfer the information to
another charge sheet allocation within the same charge sheet. This
process can be continued at any stage allowing multiple transfer of
Customer and Sales information over a period of time. An example of
how this may be used is within a hotel environment where the
Customers details are recorded against a room number (charge
sheet). The Customer details can then be used on a Restaurant table
and then transferred to the room on completion building up a complete
Customer bill.
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EFT Recall
If there are any suspended EFT transactions, this is where they are
available to recall. Press this button and if there are no suspended
transactions present, a message box will appear to inform you. If
there are however, just choose the suspended transaction that that
you want from the list and either accept or decline it. They are
displayed in the order that they were put in, i.e. The EFT Sequence.
The EFT recall service not operator specific, that is to say a
suspended EFT transaction can be recalled by any other operator not
just the one who suspended it.
Note: This is a per Terminal option, and has a maximum of 99
transactions per terminal.
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Paid In/Out
The Paid In/Out button option allows the operator to add or remove
money into / from the terminal without entering a sales transaction.
Each Paid In/Out entry requires a reason type to be recorded for
monitoring purposes. These reasons and descriptors are set-up within
the Reasons Module under Utilities.
Examples for the use of the Paid In/Out button includes the entry of
the Float, or cash payments made to Window Cleaners etc.
Each Paid In/Out requires a tender type to complete the transaction.
Analysis of Paid In/Out transactions is included within the End of Day
report.
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Freetext
Type your information here.
During a transaction you can enter text to appear on the receipt when
it is printed. Click on this button and the above screen will appear.
From here you can enter three lines worth of text onto the receipt.
These lines will appear after the products on the receipt printer or the
remote printer. To enable these, you must turn them on in “SYSTEM
SETTINGS”.
An example of the use of Freetext includes sending messages to the
Kitchen Printer.
Note that the message box does not appear until the item has been
selected.
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Voids
Void last: -
Voids the last item in the transaction, can only be
used once per transaction and only immediately
after entry. AL you have to do is simply press the
button.
Void All: -
Voids all the items in the current transaction
.
Void: -
Void certain items in a transaction. Once pressed, a list of products
from the current transaction is displayed. Select which items you want
(by pressing on them or you can “tag” them to select) and then click
“Void” in the bottom left of the screen. If you incorrectly selected an
item, simply click that item again and it will be “un-tagged”. For all
items not to be selected press “Clear”. If you wish to return to sales
mode then press “Abort”.
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Customer Database
Using the customer database screen, you can enter information on a
new customer or update information on an existing customer.
Alternatively you can use the customer database for loyalty point
transactions. Once a customer has been selected, by pressing “OK”,
this will return you to sales mode with the customers’ name in the top
right hand corner. Any transactions completed now will add loyalty
points (if setup – see system settings or Setting up Customer Loyalty)
to the customers account. When finalising the sale, a loyalty points
dialog box will appear through which you can redeem points on the
current transaction or you can carry on collecting them.
The Customer screen will allow the operator to review any of the
stored customer details at any stage of a transaction. If a Customer
already exists these details will be redisplayed.
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The Customer information displayed is provided within a number of
tabs. These are
Address / History
Loyalty Points
Allowances
Comments
Address / History
This tab provides some general information about the
Customer including their address information, when created, and
some summary sales transaction information.
Loyalty Points
This tab provides all the loyalty point information to date on
this Customer. To have access to this tab, a valid loyalty point scheme
must be enabled. (see Using Loyalty Systems)
Information stored includes all Loyalty point value, and
redemption value to date.
Allowances
This tab provides information on the Allowance usage for a
Customer. Access to this tab is restricted and must be enabled within
the system settings. Allowances need to be set within the Customer
Details within back office and also must be enable against individual
products.
Comments
This tab provides a notebook to allow the operators to record
notes or comments against an individual Customer. This is a freetext
box with no restrictions.
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Previous Transactions
Another powerful utility is the Previous Transactions database
available through the customer database (see next page). Once a
customer has been selected in the customer details area, a button will
appear, if there are any previous transactions present against the
customers’ name. When pressed, a list will appear showing the date,
time and value of all the previous transactions made by the customer.
It is sorted by the transaction number, the latest being at the top of the
list, but it can be viewed by individual items in the transactions. If you
wish to repeat a particular transaction within the list, then press
“REPEAT TRANSACTION” in the bottom left corner. Against any
transaction shown on the screen the operator can review the
individual items within the transaction.
The items will be pulled through at the current price for to sell again to
that particular customer. You are able to repeat as many transactions
as you like, but they will have to be done by going back into the
customer database and repeating the above steps. You are not able
to select multiple transactions at once.
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Or by items
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Accounts Status
The Account Status function allows the operator to view the details of
an Account. Within the Account Status screen general information
about an account is provided as well as functions to review previous
account history and the ability to reprint account invoices.
Limits on and setting up an Account are a Back Office function. Please
see Chapter Accounts.
The Account Status screen contains the following two options.
Audit Trail
Recall
Audit Trail
The Audit Trail function allows the operator to see the previous
transaction and history of an Account.
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Recall
The Recall option allows the operator to view all previous transactions
and history of an account. It differs from the above function by
allowing the operator to review the individual items within the
transaction and provides the operator with the ability to reprint an
invoice as a copy for the Account holder. This is shown in the two
screens below.
The above screen shows the transaction history of an
Account.
85
The above screen shows the details of an individual
transaction within an Account.
This sale can now be re-displayed or reprinted for the Account
holder and will be printed as a Copy of the original.
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Account Payment
This function cannot be used if items are present in a transaction.
Once pressed, the above screen will appear on the screen. From
here you must choose an account using the account number. You
can, if available, use a swipe card if you give them to your account
holders. Once you have the correct account on screen you can enter
an amount in the “Payment Amount” field. Once done, press “OK”
and you will be taken to the sub-total screen where you can choose
the tender type that the payment is being made with. Once the tender
has been chosen you will see the following screen while a receipt is
being printed.
87
Then you will be returned to the sales screen
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Booking Planner
To make bookings through sales mode, this is the screen that you will
use. Click on the square corresponding to the time and (in this case)
table that you wish to use. This will bring up a message box asking
you to confirm this selection. Using the on screen keyboard you can
enter all the details on the booking from start time to whether a deposit
has been paid and how much it was. Each booking will be allocated a
unique booking reference allowing finding, searching and editing of
bookings simple and quick to find. If all the bookings have been
entered already and you know wish to call one through to be used as
the customer has arrived, simply click on the particular booking. A
message box will appear asking you if you wish to extract that tables
information to sales mode. If it is the correct one then press on “OK”,
you will then have a screen with the details of the booking on for you
to confirm. If all information is correct, press “OK” and the information
will be taken through to sales mode where you can start to take the
orders for that table and posting them when required to do so. If you
click “NO” on the message box then you will go through to that
booking where you will be able to edit the information.
89
You can also amend or delete bookings by clicking on the particular
booking. It will then bring up a message box to confirm your action.
Finally there is a toggle option on the Edit / Move Box which allow the
operator to easily move a booking and its contents from one allocation
to another.
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Sub-Total Screen
Once setup in back-office (“TENDERS”) up to twelve tenders can be
used for the sub-total. Depending upon how they are setup, they will
need a compulsory entry. With the sub-total screen you can use as
many tenders as you like on one transaction. In the example above
you can see that a total of 3 tenders have been used and the total has
not yet been paid off. Out of all the tenders EFT has to be used last
as this will automatically pay off the remaining balance. The buttons
on the right hand side will only appear if told to do so in “TENDERS”
under the “Active” check box.
When the transaction is completed and the receipt is printed all the
different tenders used will show on the bottom of the receipt, with the
amount that was taken for each tender shown as well. It is at this
screen that you would swipe a credit card for a standard transaction.
If the credit card reader does not work or you don’t have one then you
can enter the credit card details manually by pressing “EFT”.
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Cheques and Cheque Printing
Accepting the payment by cheque allows user to prefigure Cheque or
Slip Printing. These are optional settings.
Cheque Printing is supported via the EPSOM compatible Cheque
Printer (ie H5000) or the IBM 4610 for IBM machines. Three options
need to be enabled with System Settings to allow Cheque printing.
Two of these are:
Cheque Printing on Tender: X
Where X is defined as the cheque Printing Tender in
Tenders.
Cheque/ Slip Printer Type: None
Epsom
IBM Suremark 4610
These are defined within Receipt Printer options. The third and final
option is defined within the Licence TAB. Within the TAB is an option:
Cheques Payable: Business Name
Once these options have been selected ant payment of Cheques
detailed by the tender above will display an Instant Cheque Screen.
This screen and detail will be dependent on the selection of the
Cheque Printer type. Please note that the Cheque Printing systems
support standard size cheques only.
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Payment by EFT
By pressing “EFT” you will then see this screen: -
This screen enables Multi EFT card information against a single
transaction. Card information can either be entered manually or via a
card swipe MSR if attached and enabled.
Credit Card software is available for the CES products via Commedia
WinTi which allows automatic verification of the Credit Card online.
The Commidea EFT software needs to be installed and enabled within
the system settings.
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Once this has been completed and it has confirmed the card you will
see this screen: -
If multiple credit cards are used, the operator can individually accept
and / or decline each credit card in turn. This is performed by
highlighting the individual credit card and choosing the appropriate
action.
Within the EFT Transaction mode there is also a System Setting,
which allows the system to enable EFT Gratuity. If this option has
been enabled via the systems settings the above screen will include a
Gratuity option allowing the operator to enter the Gratuity value.
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Payment by Loyalty Points
Payment by Loyalty is available within the CES TS software if
enabled. Payment by a loyalty is automatically enabled against a
Customer if the appropriate Loyalty system is set-up and enabled. The
option to part pay a transaction or pay a transaction in full by using a
loyalty value can be obtained via two methods.
Firstly, if the Customer details are assigned to a sale transaction and
the Customer has a valid redeemable loyalty value, this can be used
to part or full pay against the transaction. Available redemption values
are chosen by selecting the amount of points and its value via a select
box as shown in the diagram below.
The second method would be to set-up and use a Loyalty Payment
method, which can be used to bring up the loyalty box, and the
amount can be select ads within the first option.
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Payment by Foreign Exchange
By pressing the “Foreign Exchange” button you will see this screen: -
Current
transaction total.
Once you have chosen a currency to use then you can enter the
amount of that currency to use. The exchange rate can be setup in
section. “FOREIGN EXCHANGE”, as can the Minimum Denomination.
The “Actual Currency” field shows the amount of money needed in
that currency to pay off the transaction in full. The “Minimum
Required” field shows the minimum amount allowed to be taken due to
the “Minimum Denomination” being setup as it is. However this tender
can be used to pay off only part of the transaction total. Use the
numeric keys provided to enter the amount you wish to take in that
currency, this will automatically show the amount entered in sterling in
the “Currency Value” field. If this is correct then press “OK” and you
will be returned to the Sub-Total Screen. To save time if the
transaction is to be paid off in full in the foreign currency, you can use
the button marked “Accept Minimum Amount”. This will take the
amount shown in the “Minimum Required” Field, and tell you how
much change to give in Sterling.
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Payment to an Account
By pressing the “Accounts” button you will see this screen: -
From here you can choose an account using either the name of the
Customer or the Account number. Full details on that customer will
come up. If all the information is correct then confirm it by pressing
“OK”, If not then you can either change the details of the customer or
select another customer. Once this button has been pressed, the
transaction will be put to the account and a receipt will be printed.
This is then the transaction completed and you will return to a new
sales screen.
Paying Off an Account
See Account Payment (page 87)
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Terminal Reports
CURRENT SALES
End Of Day:
This will report the current sales for the terminal
and copy all transaction information to the central
sales. If a receipt printer is available, a printed
copy of the report will be issued.
Each terminal accumulates transactional
Information locally within the current sales file.
Where set, against each entry, is the date & time.
On entry to the End Of Day routine the system will
present a calendar and report date is requested,
this will be the report date stamped on all current
transactions. This report date will be the date of
these transactions within the central sales
file. This can be considered the Z-read of the
terminal.
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If the batch file EOD.BAT is present within the
working directory, the batch will be run.
This can be used for various client
specific functions, i.e. backup / remote access etc.
Current Financial:
This will print the current transactional
summary
report. A receipt printer is required.
Group / Dept
This will print the Group and Department
figures for the current days sales.
Product Sales
A consolidated report by product code for the
current days sales
Charge Sheet
Status Report:
This option only appears if there are
outstanding Charge sheet transactions.
A printed report of the status / totals of all
transactions within the charge sheet
ARCHIVE SALES
Daily Sales:
Prints a Z-read by date / terminal.
Will present a calendar for the report date and
then the terminal selection.
After selecting the report date and terminals
the system will issue a Z-read report. This
report is generated from the central sales file.
A receipt printed is required.
Weekly Sales
As above for the daily sales, but the date
selected will be the first date of a given week.
By Day:
This will issue seven sequential reports by
day starting with the date selected.
A receipt printed is required.
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Consolidated
Weekly Sales:
As above for the weekly sales by day but
consolidated into one report.
Sales By Period:
This is a report consolidated by date ranges
and terminals. The system will present the
calendar twice: start & end date range. A
receipt printed is required.
Operator Sales:
As above with sales by period, but the report
issued is consolidated by operator. A receipt
printer is required.
Department Report:
A department report of sales by start / end
date and terminals.
Product Sales
Report:
A consolidated report by product code and
start / end date and terminals.
Hourly Report:
Graphical Display. Display transaction count /
product count / sales value by 24 hour
periods using start / end date and terminals.
A printed copy is available if a receipt printer
is present.
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Sales Review
Within the Sales / Review Module there is a Sales Review icon. This
will allow the permitted users to review the current sales database.
This will be the data from the last end of day procedure ran. The date
and time of the last run set of reports can be found under system
settings. By default the Sales Review will be for all machine and all
operators and looks like.
Example Operator Sales Report
101
New criteria can be entered in via the Criteria button and is shown
below.
Search Results. (Default – Current sales)
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Serial Tracking
Serial Tracking is a function used to allow the operator to store some
detail about the sale of a product. An example of the use of Serial
Tracking is Mobile Phones. As Mobile Phones have unique Serial
Numbers the operator can be prompted on the sale of this item to
store all the relevant details for record. Other examples for the use of
Serial Tracking includes Dry Cleaning and Hire Shops and recording
warranty periods against high value items.
Initiating Serial Tracking
Serial Tracking is product dependant. Therefore to start Serial
Tracking for an item it must be switched on within the Products
Module. It is within the Controls for a Product. An example is shown
below.
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Serial Tracking in Sales Mode
Once Serial Tracking has been enabled within the products Module
every time the product is sold through the Sales Mode the following
screen will appear prompting the operator to add the relevant details.
The Serial Tracking number length for each product is defined within
the Product Module.
This screen will appear for each product sold that has Serial Tracking
enabled.
On completion of the Sale (after the transaction has been finalised)
the following screen will appear to store the Relevant Name and
address details for the Customer.
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Note that the details stored for Serial Tracking Customer Details is
independent of the Customer Database.
By storing details against the transaction the operator can then use
the Serial Tracking lookup facility to search under a number of criteria.
Searching Under Serial Tracking
Using the Serial Tracking option the Operator is able to review, and
search a range of criteria to review history or get relevant information
about any product that had Serial Tracking enabled.
105
The Search screen for Serial Tracking is shown below.
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Chapter 5: The Products Module
This chapter looks at the functionality to control products
and pricing within the CES TS Software product. Under
the Main Module Heading of Products there are ten sub
Modules. These are
Products
Groups
Departments
Suppliers
Price Shifts
Condiments
Menus
Recipes
Mix and Match
Questions
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Product Maintenance
Create a Product
Each new product requires a PLU Number. This can be the barcode
on the product or just a simple code you wish to enter. Once a unique
number has been entered, you can continue on to another field. You
will find that when you click on a new field, a message box will appear
asking you to confirm whether you would like to create a new product.
If the PLU Number is correct then by pressing, “Yes”, you will be able
to carry on entering information. All the fields you will use are
described below. Once all the information is correct, press “Save” and
all the information will be saved.
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Create New
A new product is created either manually via a number or within
System Options. A standing code and length can be defined for PLU
numbers (see Chapter 3). This system offers a Create New button
which will automatically assign the next available PLU number.
Delete a Product
Type in the PLU No. or search for the PLU by description. Once
found simply press “Delete”, and this will remove the PLU from the
database.
Edit a Product
Type in the PLU No. or search for the PLU by description. Once the
PLU is found and all the information is being displayed on the screen,
you can edit the fields you wish. By pressing “Save”, you will make
the changes permanent.
Search for a Product
There are buttons to the right hand side of the “PLU No.” and
“Description” fields. When one of these is pressed, a new screen will
appear asking you to enter details about the product you are
searching for. If searching by PLU No., then the search will return any
PLU that contained the number that you typed in the box. If you use
the “Description” search, it will return any PLU with a description that
contains the letters or words that you typed in the search box.
Copy/ Paste a Product
Once a product has been selected a copy facility exists to copy all the
details excluding the PLU number of the product. This information is
then available on creating a new product number. A paste facility then
becomes available.
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Setting Prices
Units Of Sale. The default levels are:
None
6xPack
Case
Dozen
Each
Half
Special
0.0000
6.0000
12.0000
12.0000
1.0000
0.5000
1.0000
You can however add to these through the units of sale button in the
top right hand side of the screen.
Setting Stock Levels
Current Stock
- The current stock level. This can be
adjusted automatically using the software.
Minimum Stock
- The minimum level of stock allowed on this
product.
Maximum Stock
- The maximum amount of stock you want for
this particular product.
Follow on Key
- Allows a programmable action to proceed
with this item of stock.
Loyalty Points
- The amount of loyalty points gained by
buying one of this particular product.
Exclude from Loyalty Sale
- If 9 excludes product from loyalty sale.
Max Discount
- Here you can enter the maximum amount of
discount allowed on this particular product
(percentage).
Compulsory Stock RequiredIf 9 then this means that you need to have
stock to be able to sell this product
Stop
- If 9 then this means that the product is on
stop and cannot be sold.
Non-Stock Product
- If 9 then this item is not stock order item
and stock levels become non-applicable.
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Stock Adjustments
- If enabled within system settings. Stock
adjustments can only be done using a stock
adjustment order form.
Product Controls
Price Shifts
- You can have up to 6 price shifts on one
product, such as Happy hour.
Mix Match
-Select which special offer to use here. (see
category Mix Match)
Condiments
-Set up which of up to 3 condiment menu’s
you would like to appear with this product.
Questions
- Set up to 3 questions you would like to
appear with this product. Questions are
selected and deleted from the Questions
Table.
Remote Printer
-Choose which remote printer you would like
this product to print a receipt on.
Post Sale Comment - If 9 then a post sale is to be placed on the
receipt when sold.
Pre-select for VAT
- For items, which may have varying rates, if
charge
this is selected then the change VAT options
become available on this item within Sales
Mode.
Compulsory Receipt - If 9 this Receipt Issue is Compulsory
issue
Allowance Points
- Allows the user to allocate an allowance
point value against a product. To be used in
conjunction with the allowance point system.
Serial Number
Tracking
- If 9 then Serial Number Tracking is enabled
on this product.
Minimum Characters - Minimum character information required for
Serial Number Tracking
Maximum Characters - Maximum characters required for Serial
Number Tracking.
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Comments
Display comment to
Operator:
- If 9 then this will display a message box to
the operator on selection of this product for
sale.
Print comment on
Receipt:
If 9 then print comments on receipt
Comments
-Comments for the above mentioned.
Note: For above option to be enabled, the Print Freetext on
Receipts MUST first be enabled within System Settings
Additional PLU’s
Additional PLU’s – Additional PLU’s are used in a number of
Environments. The Additional PLU option allows the operator to have
more than one code attached to any item. Examples of use maybe
that a product is sold by product number and barcode where these
two are different. Another example maybe that a product has a
catalogue number and a product number. The product an be sold
using any setup additional PLU’s.
Supplier code - This allows the operator to assign more than one
supplier against a product.
Catalogue No. - This allows the operator to assign a catalogue
number against a product.
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Pictures
This tab allows the operator to assign a picture to a product. The
system supports the following picture formats:
Jpeg’s
Bmp’s
Pictures for a product are assumed to be provided by the operator via
an external device. All pictures fro products need to be stored in the
c:\Touch\Data\Pictures\Products directory.
For best results and less impact on system resources CES
recommends using jpeg format.
Groups
Groups are used to categorise the products. This makes sales,
searching and maintenance products easier throughout the system.
113
Example of Groups within a retail-clothing store may include:
Shirts
Coats
Accessories
Jumpers etc
The Group settings also allow for an export code to be attached. This
is used when exporting information out of the CES system to be used
by another system.
Departments
To create a new department you must enter a code that will then be
the department code. Once this has been entered, give the
department a name and the necessary amounts for the other options.
Once save has been pressed, the department has been saved.
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Department code
- Department number.
Description
- Description of the current department. E.g.
Clothes, Food, Drink.
Lalo Amount
- Low amount lock out
Halo Amount
- High amount lock out
Max. Discount
- Maximum amount of discount allowed on
any product within this department.
Export Code
- An export code can be assigned to a
department. This is for use when exporting
information from the CES system into other
systems.
Button: - Edit by grid - All the Details come up in a spreadsheet so
you to edit.
Suppliers
115
Within this section you can enter the details for an unlimited number of
suppliers.
Suppliers details are used are used within the stock control module of
the software. Entering the Supplier Details will allow you to track stock
deliveries and stock values against supplier names.
Price shifts
Within this screen the user can define a number of Price Shifts.
Price Shifts are used to tell the system to switch to a different set of
Prices for Products in an automated procedure. Examples for the use
of Price Shifts include Happy Hour.
116
Condiments
Use this screen to setup your condiment menus. Condiment menus
are used as information for preferences on certain items. An example
of this maybe to issue instructions to the kitchen on how to cook
certain food items
A Condiment table is usually assigned to a product such as Steak.
When in Sales Mode for this sale of the product the Condiment table
will be activated allowing the operator to assign a message option
against this sale. In the example above the Condiment table activated
may allow the operator to assign well done, medium, or rare to the
steak product.
The condiment may be set-up with a compulsory option with each
condiment listing. Therefore, if set, the condiment selection within
sales mode does not display the abort option.
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Sales Menu’s
Within this module you can create easy look-up sales menus. These
are generally used to help operators find products fast without having
to either know the product number or scroll through screens to get to
the screen, which may contain the product.
An example of use of sales menus would be within a Restaurant
environment where a Sales Menu could be created for Starters, Main
Course, and, Desserts.
For each Sales Menu created the Products and order are defined for
the screen via an easy to use Search Product facility.
Menus are called up from sales mode by defining the Menu name to a
Sales button.
118
Recipes
Recipes are similar to Sales Menus and are an easy to configure
option which allow the Operator to accurately control and assign stock
to a Product item which is made up of two or more other stock items,
(i.e. A Cocktail, that contains a number of ingredients).
Once a Recipe is configured it again is easily allocated to a button on
the screen or can be added into a Sales Menu.
119
Mix and Match
Mix and match is an alternative type of pricing for a combination of
products. Within Mix and Match you create a Mix and Match Product
combination. An example of this could be a two for one offer. The
system will automatically identify the special offer through sales mode.
Once you have configured all you options for the particular mix and
match offers (of which you can have 9999 offers at one time), you
must assign the mix and match offers to particular products, within the
Product Maintenance Module
120
Questions
A range of Questions can be created to help the Operators when
selling products. A question can then be allocated to individual
products such as “Are you Over 18?” for selling Alcohol or can be
more general against a range of products.
Once Questions have been set-up they must be assigned to individual
products with the Product Maintenance Module.
Another example would be within Booking Mode force the operator to
ask for a booking reference number.
Another example would be for phone sales, force the operator to ask
a series of questions to be stored for the customer.
121
Chapter 6: The Stock Control Module
The Stock Control Module is designed to allow the
operator to easily manage stock. The Stock Control
Module provides full functionality on managing stock on a
single site. There is also a range of tools available within
each of the four sub-sections, which make the ordering to
delivery of stock even easier to manage. This section
consists of four modules. These are:
Orders
Goods In
Goods Out
Stock Take
Please note that CES TS software is a single site stock
management system. CES has formed a business
partnership with Datasym Stockade allowing the CES TS
product to become multi-site enables or multi-location
enabled. Details of Datasym can be found in Appendix B
of this manual.
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Orders
Orders provide the necessary tools to manage the ordering
process of stock. On selection of the Orders module the user
will be displayed with the following screen.
The Orders screen allows the user to create new orders or
Review existing orders. An order is considered non complete
and remains as an outstanding order until it is finalised. On
finalisation the order can no longer be modified and will non
longer be available from the Orders module.
Creating an Order
Once the Orders module has been selected the user is
presented with a blank order. The creation of an order follows
the following process.
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Order Ref: Create a new Order
Supplier: Choose a relevant supplier from the drop down box.
These two fields are at this stage for information purposes only.
The next requirement is to choose a set of products or stock
items to which an order can be generated. The CES TS system
allows the user to choose these products or stock items by four
methods. These are:
Insert PLU – If the user clicks on the Order listing box the
Insert PLU box becomes available. By clicking on the Insert
PLU box the user is presented with a search and select
screen allowing the user to choose a relevant stock item to
order against. This screen is shown below. The insert PLU
method inserts PLU one at a time.
124
Templates and Utilities – Within the Orders module on
creating a new order there is a tab available called
Templates/Utilities. This tab contains the other three methods in
creating an order. Once open this tab shows the following
screen.
From this screen a group set of products can be easily obtained
via
Templates - Previous orders or a template can be created
which contains a fixed set of products or stock items. This way
the user can create a number of templates to simplify the
regular ordering process. The template itself can also contain
the order quantities. Templates can be created and modified at
any time.
By Department – Choosing a set of products by a department
is another method to select a group of products for ordering.
Multiple departments can be chosen within the selection
process.
125
By Supplier – The system also allows the user to choose
products against a supplier.
Within all four methods of generating a product or stock list to
create an order the system allows the user to use any
combination of these to create the product list.
Order Information
Within any order there is Order Information tab which allows the
user to include an amount of Freetext associated to any order.
An example of the screen is shown below.
126
Entering the Order Quantity
Once all the required stock or products are created within the
order sheet, the user can then enter the required order
quantities. Either double clicking on the stock item or by
highlighting the stock item and selecting the edit PLU button
does this.
The following screen is displayed.
This screen contains a wealth of information about the stock
item and includes current stock holding, in and max holding
values plus details on any outstanding orders that contain this
stock item.
To change the ordered amount of this stock item the user
simply amends the Order quantity value and then uses the
update button to update the order-listing screen.
Each item needs to be selected in turn to update the order
quantity.
127
Using the Criteria Options
The CES TS software Ordering system provides a number of
criteria selections to simplify the ordering process even further.
The following screen shows some of the options available.
Please note that using the selection criteria will over-ride any
manually entered stock ordered quantities, so please use this
option first before manually adjusting stock order quantities.
Save as Template
At any stage an order can be saved as a template. Templates
can be used to easily control a regular ordering processes.
128
Saving an Order as a Draft
An order can be saved as a Draft order and retained on the
Order system until the order needs to be completed. This allows
an order to be built up over a period of amendments rather than
completed immediately.
Draft Order can be revisited within the Orders module by using
the drop down box Order Ref: which will show all Draft Orders.
Simply select the order to be revisited.
Finalising an Order
Once an order is finalised, no further amendments are allowed.
The system on finalising an order will if not already allocate and
Order Ref: Number. The system will also allow the user to print
out the order where it can then be forwarded to the relevant
supplier. Once an order is finalised it is awaiting delivery of the
stock from the supplier. The user can review a completed order
through the Orders module by selected the Review Completed
Orders tick box at the top of the orders screen. The order is
shown for information purposes only.
Goods Inward
Goods Inward provides the utilities to check stock into the
system based on an order created via the system. On delivery
of an order the system will show all outstanding or waiting to be
delivered orders. The user then select the relevant order and
will then begin to confirm the delivery of the items against that
order. An order can be part delivered and can remain on the
system as an uncompleted Goods Inward until either the stock
arrives or the user chooses to complete the order without
receiving all the stock.
129
Receiving Stock via an Existing Order
On the delivery of stock against a purchase order for the first tie
the system uses the Select Orders button to show all
outstanding completed orders awaiting delivery. The user will
then choose the relevant order against the stock delivered. The
following screen shows an outstanding delivery.
On selecting the relevant order all the original details on the
generated order will be displayed on the screen. In doing this
the system will automatically assign a Goods Inward reference
number against the original Order number.
130
The following screen is displayed showing the original details.
Once the order has been accepted in the user can then use the
screen above to view all the relevant details. There are two
other active tabs to manage the delivery process. These are
Product Listing and Product Information.
Product Listing
The Product Listing tab shows all the items that were created
within the order process. There are a number of options
available at the bottom of this screen to check each of the items
into the stock system.
131
The following screen shows a typical product listing.
Add Item
Add item allows the user to add a stock item or product that was
either not included within the original order or has been
delivered and is accepted anyway.
Edit Item
The Edit Item allows the user to check each stock item in
individually. The item to be edited needs to be selected first.
Delete Item
An item from an order may be deleted from the Goods In
system. An example of why this might be used is for an item
which is no longer available and has been replaced. The item
must first be highlighted.
132
Accept Outstanding
The Accept Outstanding button will automatically accept the
outstanding quantity against any selected item.
Accept All Outstanding
The Accept All Outstanding Button will automatically assume
that all items on the order have been delivered and update the
Goods Inward stock sheet accordingly.
Accept In
Once the user has completed the Goods Inward quantities the
Accept In button is used to finalise the delivery process and
update the live stock count within the system. A confirmation
box is provided to ensure the process is completed which is
followed by a print option. If an Goods Inward has not been fully
completed the order will remain as outstanding on the system.
133
Reviewing Goods Inwards
The Goods Inwards section allows the user to review all
received orders and or uncompleted orders. The following
screen shows that an order’s status is shown within the main
screen. An outstanding order can be revisited at any time to
further amend or complete by selecting the order from this
screen.
134
Immediate Order
Within Goods Inward the user has the ability to create an
Immediate order. This is used for a delivery or order without an
original Order number. The system will auto assign the relevant
details. The add item, edit item options within the Product
Listing screen are used to either select the relevant stock items
delivered.
Note that the stock item must exist within the stock file. If not
the user will need to create the product with in the Product
module. An example screen of Immediate Order is shown
below.
135
Product Information
Within the Goods Inward Module all details are available about
any individual product. The product information screen is similar
to that within the Orders Module.
An example is shown below.
136
Stock Adjustments
The Stock Adjustments Module provides a tool to manage any
adjustments required within the stock. It is therefore primarily
used against goods taken out of stock. Examples of this could
be breakages, returns or transfers to another site.
The stock adjustment screen is shown below.
137
Create New Adjustments
To create new adjustment provides a basic input screen on an
item-by-item basis to adjust stock levels. There are the system
search screens to select items into a window where either stock
in or stock out can be performed. An example of this screen is
shown below.
Following the selection of any item the product information
screen can be used to review all current product information on
this item. The working and management of this screen is similar
to that of Goods Inwards.
A Stock Adjustment Number is allocated to any adjustment
order created within this section. A Stock Adjustment can be
saved and edited or completed by adjusting the stock live stock
level using the Update Stock button within the product Listing
screen. The Product listing screen also supports the Add Item,
Edit Item, and Delete Item functions.
138
The screen with all these options is shown below.
139
Stock Taking
The Stock Control Module also contains a Stock Taking count
facility. Within this section the user can create a number of
manual stock sheets based on departments. Sheets can be
printed out on all or a selection of the departments. A tick box
selects these. The Stock Taking screen is shown below.
140
Stock Take List
The Stock Take list tab will show all products or stock items that
have been selected via the department selection process on the
initial screen. The products will also contain their current stock
holding count. On completion of a stock count these values can
then be amended to reflect the true stock count within the
system. This is simply done by highlighting the relevant stock
line and amending the count value. An example screen is
shown below.
Once all count values have been entered correctly the Update
stock utility is used to amend the existing stock values with the
figures contained in this list.
The system does allow the user to print a copy of the entered
Count values.
141
Printing Count Sheets
The CES TS system allows the user to print the Count sheets at
any stage. The Count Sheets button is available from all
windows within the Stock Adjustment module. Stock sheet will
be printed via the standard print spooler. The contents of the
Count sheets are selected via the department selection process
on the front screen.
Discrepancy Report
A stock Discrepancy report is available within the Stock
Adjustment Module to shown the difference between the
inputted Stock Values and system stock values. This should be
run before updating the stock holding count values.
142
Chapter 7: The Reports Module
Within this section we will look at the Reports Module.
The Reports Module contains a library of standard and
customer specific reports for all areas of the system. The
Reports contained within this section look at all archived
data on the system and compliment the standard reports
available through each individual section of the system.
Though there are many reports available for each area of
the Reports Module, they will need to be pre-loaded
through the setup of the system. This therefore allows the
Customer to define only the reports he wants to see.
Allocation of the reports to the areas takes place through
Utilities, Report Setup.
Customer Specific reports can be obtained via CES
Technical Department and then added to your system at a
later date. As new business requirements are generated,
CES provides new reports. These can be made available
through your EPOS Solutions provider.
Within the Reports Module there are the following
sections:
Financial
Sales
Product
List
Accounts
Customer
Bookings
Other Reports
143
Reports Layout
On selecting the reports option from the main screen, the
following screen will appear:
This screen displays a drop down menu for each of the
individual areas.
Within each area there will be a number of reports available.
Some areas will create a two-tiered tree structure to make
accessibility of reports easier.
The following pages show all correctly available reports and
include the report file names.
All reports are located within: Touch\Reports directory.
144
Summary of Available Reports
Report:
Paid In / Out
Type:
Financial
File:
fin_paid_in_out.frx
Comments: Total of Paid in / out, select by report date, branch,
Terminal.
Report:
Sales Refund Summary
Type:
Financial
File:
fin_sales_refund_s.frx
Comments: Total of Sales Refunded, select by report date, branch,
Terminal.
Report:
Type:
File:
Comments:
Transaction Tender Summary
Financial
financial_tender_summary.frx
Listing tender taken by report date, branch, terminal.
Report:
Type:
File:
Comments:
Training Transaction Listing
Financial
fin_training_s.frx
Listing training transactions by till, branch, receipt number
Report:
Training Transactions Summary
Type:
Financial
File:
fin_training_s.frx
Comments: Summary of number transactions by date. Sorted by
report date, branch, terminal.
145
Report:
Type:
File:
Comments:
Transaction Detailed Summary
Financial
financial_trans_summary.frx
Listing transactions by report date,
branch, terminal.
Report:
Type:
File:
Comments:
Transaction Tender Analysis
Financial
financial_tender_trans.frx
Listing tender taken by transaction. Select by report date,
branch, terminal.
Report:
Vat Analysis
Type:
Financial
File:
fin_vat_analysis
Comments: Total of vat analysis, select by report date, branch,
Terminal.
146
Sales by Products
Report:
Discount Sales - Detailed
Type:
Sales
File:
Sales_dis_detailed.frx
Comments: Listing of discounted sales by receipt number / date /
branch / till number and time.
Report:
Hourly Product Sales
Type:
Sales
File:
Prod_sales_day_time.frx
Comments: Product sales total by day and hour including percentage
of total sales per hour.
Report:
Product Refund by Reasons
Type:
Sales
File:
Prod_refund_reason.frx
Comments: Refunded PLU’s by reason, receipt no., PLU code, stock
quantity and value.
Report:
Product Sales / Vat - Detailed
Type:
Sales
File:
Prodsales_vat_plu.frx
Comments: Product / Description, Units sold including / excluding VAT
Report:
Product Sales by Price Level
Type:
Sales
File:
Prod_sales_by_pricelevel.frx
Comments: Listing of sales by product for price level including quantity
Report:
Product Sales List with Discount
Type:
Sales
File:
Sales_disc_sku.frx
Comments: Products listed by Product Code / Description by quantity
147
sold and Gross and Nett Sales.
Report:
Product Sales Margin - Detailed
Type:
Sales
File:
Prodsales_margin_sku.frx
Comments: Listing of sales by Sales Margin, Profit by Product and
transaction.
Report:
Product Sales Margin - Summary
Type:
Sales
File:
Prodsales_margin_sku_s.frx
Comments: Listing of Sales by Product Code/Description/Profit %
Margin.
Report:
Product Sales Summary Totals by Date
Type:
Sales
File:
Sales_by_date.frx
Comments: Listing of Product Sales Total by Date
Report:
Top 20
Type:
Sales
File:
Prod_top20.frx
Comments: Listing of sales Top 20 Products by Quantity and Value
Sales by Groups
Report:
Sales by Group AM / PM Revenue
Type:
Sales
File:
Group_dept_am_pm.frx
Comments: Group Totals by Quantity and Value.
148
Sales by Department
Report:
Department Product Sales / Vat Detailed
Type:
Sales
File:
Prodsales_vat_dept.frx
Comments: Department Product Sales – Quantity inc / ex Vat
Report:
Department Product Sales / Vat Totals
Type:
Sales
File:
Prodsales_vat_dept_s.frx
Comments: Department Sales Totals – Quantity inc / ex Vat
Report:
Department Product Sales – Margin - Detailed
Type:
Sales
File:
Prodsales_margin_dept.frx
Comments: Sales Margin Profit by Department/Product
Report:
Department Product Sales - Margin - Summary
Type:
Sales
File:
Prodsales_margin_dept_s.frx
Comments: Sales Margin Profit by Department
Report:
Department Sales Totals
Type:
Sales
File:
Sales_dept_total.frx
Comments: Department Sales Totals including Units / Value.
149
Sales by Supplier
Report:
Supplier Product Sales
Type:
Sales
File:
Sales_by_supp.frx
Comments: Product Sales by Supplier – Value and Quantity
Report:
Supplier Sales – Margin - Summary
Type:
Sales
File:
prodsales_margin_supp_s.frx
Comments: Sales by Supplier – Quantity, Profit and Margin.
Report:
Supplier Sales / VAT - Detailed
Type:
Sales
File:
Sales_dept_total.frx
Comments: Product Sales by Quantity and Vat by Supplier.
Report:
Supplier Sales / VAT - Totals
Type:
Sales
File:
prodsales_vat_supp_s.frx
Comments: Supplier Sales VAT Totals
Report:
Supplier Sales Margin - Detailed
Type:
Sales
File:
prodsales_vat_supp.frx
Comments: Supplier Sales by Product, Quantity, Cost, Profit, Margin
150
Sales by Operator
Report:
Operator Product Sales – Detailed
Type:
Sales
File:
prosales_oper.frx
Comments: Operator product sales detailed
Report: Operator Product Sales - Summary
Type:
Sales
File:
prodsales_oper_s.frx
Comments: Listing of product sales values by operator.
Sales by Recipe
Report:
Recipe Sales by Date
Type:
Sales
File:
Recipe_sales_by_date.frx
Comments: Recipe Sales by Quantity and Value
Report:
Recipe Sales by Operator
Type:
Sales
File:
Recipe_sales_by_operator.frx
Comments: Recipe Sales by Operator – Quantity and Value
Sales by Accounts
Report:
Account Itemised Sales by Date
Type:
Sales
File:
Account_items.frx
Comments: Account itemised Sales by Date
151
Products
Report:
Product Price List – Level 1
Type:
Product
File:
list_sku2
Comments: Listing of products with prices – level one pricing.
Report:
Product Prices and Units of Sales
Type:
Product
File:
list_sku2
Comments: Listing of products with prices and Units of Sale
Report:
Stock Valuation
Type:
Product
File:
list_stock_valuation
Comments: Stock Valuation Report
List
Report:
Condiment Listing
Type:
List
File:
condiment_listing.frx
Comments: Listing of all condiment options
Report:
Department Listing
Type:
List
File:
condiment_listing.frx
Comments: Listing of all Departments
Report:
Foreign Exchange Listing
Type:
List
File:
foreign_exchange_list.frx
Comments: Listing of all Foreign Exchange and Exchange rates
152
Report:
Group Listing
Type:
List
File:
group_list.frx
Comments: Listing of all groups
Report:
HotCode Listing
Type:
List
File:
hotcode_listing.frx
Comments: Listing of all Hot Codes
Report:
Mix & Match Listing
Type:
List
File:
mix_match_listing.frx
Comments: Listing of all mix & match tables
Report:
Operator Listing
Type:
List
File:
operator_listing.frx
Comments: Listing of all Operators
Report:
Price Shift Listing
Type:
List
File:
priceshift_list.frx
Comments: Listing of all Price Shifts – Dates / Times
Report:
Question Listing
Type:
List
File:
question_list.frx
Comments: Listing of all Questions
Report:
Reason Listing
Type:
List
File:
reasons_list.frx
Comments: Reason Listings
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Report:
Report Listing
Type:
List
File:
sales_menu_list.frx
Comments: Listing of all Back Office Reports
Report:
Sales Menu Listing
Type:
List
File:
sales_menu_list.frx
Comments: Listing of all Sales Menu’s
Report:
Supplier List - Long
Type:
List
File:
supplier_listing_long.frx
Comments: Listing of all Suppliers - Detailed
Report:
Supplier List - Short
Type:
List
File:
supplier_listing_short.frx
Comments: Listing of all Suppliers - Summary
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Account
Report:
Account Listing - Short
Type:
Account
File:
acc_account_list.frx
Comments: Summary listing of all accouts
Report:
Account Details
Type:
Account
File:
acc_account_long.frx
Comments: All account details – address, numbers, contacts etc…
Report:
Account Profiles
Type:
Account
File:
acc_profiles.frx
Comments: Summary Listing of account profiles
Customer
Report:
Customer Listing
Type:
Customer
File:
cust_list1.frx
Comments: Listing of Customers with summary profile
Report:
Loyalty Points
Type:
Customer
File:
cust_points.frx
Comments: Listing of customer with loyalty points and redeemed
values
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Bookings
Report:
Type:
File:
Comments:
Bookings Taken
Booking
booking_taken.frx
Listing of bookings taken, all charge systems, by
date range.
Report:
Type:
File:
Comments:
Deleted Bookings
Booking
booking_deleted.frx
Listing of bookings deleted, all charge systems, by
date range.
Report: Pending Bookings #1
Type: Booking
File:
booking_1.frx
Comments: Listing of booking due for charge system #1. Report by
Date range.
Report:
Pending Bookings #2
Type:
Booking
File:
booking_2.frx
Comments: Listing of booking due for charge system #2. Report by
date range.
Report:
Pending Bookings #3
Type:
Booking
File:
booking_3.frx
Comments: Listing of booking due for charge system #3. Report by
date range.
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Report:
Pending Bookings #4
Type:
Booking
File:
booking_4.frx
Comments: Listing of booking due for charge system #4. Report by
Date range.
Report:
Pending Bookings #5
Type:
Booking
File:
booking_5.frx
Comments: Listing of booking due for charge system #5. Report by
date range.
Report:
Pending Bookings #6
Type:
Booking
File:
booking_6.frx
Comments: Listing of booking due for charge system #6. Report by
date range.
Report:
Pending Bookings #7
Type:
Booking
File:
booking_7.frx
Comments: Listing of booking due for charge system #7. Report by
date range.
Report:
Pending Bookings #8
Type:
Booking
File:
booking_8.frx
Comments: Listing of booking due for charge system. Report by
date range.
Report:
Pending Bookings #9
Type:
Booking
File:
booking_9.frx
Comments: Listing of booking due for charge system. Report by
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Report:
Type:
File:
Comments:
date range.
Pending Room Booking
Booking
booking_2.frx
Listing of room bookings pending.
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Chapter 8: The Account Module
This section describes the use of Accounts within the CES
software system. Accounts need to be set-up before
actual sales can be made against them. The system
allows for Accounts to be run in Credit or Debit. Accounts
are then used as another Method of Payment within the
Sales Module. The Accounts Module needs to be turned
on within the System Settings before being allowed to
access this module.
This section therefore looks at the following Account
Modules:
Details
Payments
Adjustments
Statements
Audit Trail
Aged Analysis
Day Books
Profile
Recall
.
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Account Details
Within the Details section you can set-up or amend Account Details.
This is easily done through the following screen.
Within this screen you should enter as much detail as possible. This
section also allows the user to define credit limits. On amending
existing Account Details the screen shows any outstanding balances
and some transaction data.
There is also an option to put an Account on Stop.
When creating a new account, it is possible to save the account
without assigning an account group. Therefore when creating a new
account the system will automatically select the first group by default.
Account groups are used in Audit trail, Statements, Aged Analysis and
Account Profile.
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Account Payments
Within this Module you can review or control each Account. Credit
Payments and the review of all sales transactions are detailed in the
screen below. There are a number of options to either credit or debit
values to maintain and update the Account details of any individual
Account.
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Account Adjustments
The Account Adjustments module allows a simplified process to credit
or debit an individual Account. It does not bring up the same level of
detail as that obtained through the Accounts Payment Module.
Account number is entered to bring up the correct Account ID and
then the amount is entered followed by selecting either the credit or
debit button.
This mode is best suited when a large quantity of Accounts need to be
processed in quick and easy fashion without having to know a great
amount of detail about the Account.
A comment reference can be recorded against each Account
Adjustment or this can be left blank.
The following screen shows the Account adjustment screen.
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Account Statements
The Accounts Statement Module provides a very simple detailed
report per Account. The output display can be directed to screen, file,
or, printer. The only controls on selection of the Account Statement is
by Account Number so it is best to limit the criteria if a large amount of
Accounts exist. Results are printed one Account per page.
The report will show all transaction details including Credit, Debits,
Adjustments plus Aged Analysis for each end of month.
Audit Trail
The Audit Trail Module is again a simple report showing all
transactions performed against the search criteria. Similar to above
the output can be directed to either Screen, File, or, Printer. The
selection criteria is Account ID and Date selected and has options to
limit which type of transactions the user would like to view. An
example of the criteria screen is shown below.
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Aged Analysis
Aged Analysis is another simple report selected by Account range to
show the outstanding balances against a 30day, 60day or 90 day+
balance total. The report is to show total monies in debit or credit for a
range of Account ID’s at a quick glance.
The resultant output can be directed to Screen, File, or, Printer.
Account Day Books
If selected, this will generate a daybook type report; listing
adjustments, Invoices, Credit Notes and Payments for a specified date
range.
Profile
This option in the Accounts Module provides a simple Account Profile
report selected by a range of Account ID’s. The report will provide a
summary report per Account and include:
Sales count
Sales value
Date of last sale
Payments count
Payment value
Date of last payment
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Recall
The final option within the Accounts Module is an Account Recall
option, which allows the user to review all transactions against an
individual account. All transaction detail including payments are
viewable from the screen shown below.
All invoices within the detailed transaction history of an account can
be shown in detail by selecting the relevant POS invoice and using the
View Details button. Each individual items sold will therefore be
displayed within the transaction detail.
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A receipt copy can then be printed as a Copy Invoice. An example of
this is shown below,
Mailshot Facilities for Accounts
The CES TS system allows mailshot facilities of the Accounts
database. This option is available within the Reports Module.
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Chapter 9: The Customer Module
Within this section we will look at how to create, amend,
and view Customer records and details. Customer records
can be used to maintain accurate details and sales
information about your customers, and are used to enable
Loyalty Schemes.
The Customer Module must be enabled through the set-up
control scripts to be accessible.
This Module has four sub Modules:
Details
Listing
Profile
Comments
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Details
The details screen contains all the basic information about any
customer to be set-up within the system plus the following options.
There are also five tabs available for a Customer to enable a range of
Customer functions and functionality. These tabs are
Profile
Comments
Loyalty Points
Allowances
Picture
Customer details are also accessible within Sales Mode.
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Follow on Key
The follow on key allows the system operator to define a unique key
operation for an individual customer. The example that would provide
a customer with a 10% discount on purchases would be:
Alldiscount10*P1
Customer on Stop
The Customer on Stop Key is used to flag that this Customer is on
stop. Within the main screen for Customer Administration there are
five tabs to control extra information. These are:
Profiles
Contains basic transaction information and customer set-up
information. The one settable field is an expiry date.
Comments
This tab gives access to a notepad box which can be used to record
general comments or information about an individual Customer
record.
Loyalty Points
This is an information only screen showing all summary information
about loyalty points for this Customer Record.
This screen contains the value information of the loyalty points
available to this customer and includes points to date and value of the
points to date.
(See Loyalty Systems on how to enable and set-up a loyalty system with CES
Software Chapter 16)
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Allowances
The CES TS System contains an Allowance per Customer System.
This system is typically used within private schools and limits the
amount of product purchase set against any day. The allowance
screen allows the CES TS user to set maximum limits of purchase as
a value of points on any given day. There is a do not use Customer
Allowances flag set as default within the system.
An example of the Customer Allowance screen is shown below.
Customer Allowance points are set against individual products within
the product module. If the allowance point scheme is set, every
purchase of a product which has an allowance point’s value will be
checked against this customer table. Products with allowance points
cannot be sold without a valid customer attached to the sale.
Zero is a valid allowance value.
The Allowance system provides both a daily and weekly total check
which can be run separately.
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Pictures
The CES TS System allows the user to store a picture against an
individual customer. The CES TS System does not provide a picture
capture system and assumes that pictures are collected and stored as
a jpeg, bmp, or gif file and can be located within the following
directory.
C:\Touch\Data\Pictures\Customer
If a picture exists for a customer it will automatically be displayed on
the Customer detail screen within sales mode.
Please note that the typical jpeg size of a photo is 270kb. On large
customer databases storing images will require large amounts of hard
drive space and may have an impact on system performance.
Listing
This is a simple report to obtain customer address and contact details.
Profile
This is another simple report to show Customer activity on sales
information.
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Comments
The CES TS Systems allow the user to add extra lines onto the
receipt for Customers. The following screen shows that the receipt
comments per customer can be further separated into those
Customers using loyalty scheme and those Customers not using the
loyalty scheme.
Mailshot Facilities
The CES TS system allows mailshot facilities of the customer
database. This option is available within the Reports Module.
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Chapter 10: The Booking Module
The Booking Module is a Back of House administration
facility for managing bookings. Bookings can however be
taken directly through the Sales screen. This Module
allows total administration of bookings within a back office
environment.
The booking system allows for deposit payment including
Customer Not Present Credit Card Payments plus all other
defined payment types.
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The Bookings Screen
The Bookings screen is shown below. Bookings are used in
conjunction with Charge Sheets. The Charge Sheet determines the
booking type. These could be tables in a Restaurant or Facilities
within a Leisure centre. The example below shows the booking
system being used for tables. CES TS Software allows for up to 9
different Charge Sheets to be created by predefining them in the
Charge Sheet System (see chapter 12).
Displaying Bookings
The Booking System will display the booking Charge Sheet according
to the defaults set up within the Charge Sheet system. Each Charge
Sheet can have different default settings. The Booking Planner will
also automatically display the Charge Sheet in a Today view. To
select another day the user will need to use the Planner Icon to bring
up the Calendar and highlight required select day.
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Making Bookings
Bookings are simple to make. Firstly ensure that the Charge Sheet
has been defined in the Charge Sheet System. Bring up the required
Charge Sheet and select the time or booking requirement. Enter the
details of the booking. All bookings are provided with a unique
booking reference number assigned to each individual charge sheet.
This allows viewing and amending existing bookings simple to find
and alter. The booking reference number is allocated on the
completion of adding a booking.
An example is shown below.
Once all the information has been entered, press “OK” for the
information to be saved.
The booking system allows for the taking of deposits and issue of a
receipt. The booking system also supports deposit payment via EFT
and the Commedia plug-in. It does not allow for multiple credit card
payment on the booking system and therefore the EFT input screen is
different to other parts of the system.
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The EFT screen for Back – Office bookings is shown below.
Booking Status
The Booking system uses the system clock shown in the left hand
corner of the Booking screen to determine a Booking Status. The
Booking System then uses a number of pre-defined colours to indicate
a booking status.
Yellow: Indicates that the booking has included a
paid deposit.
Green: Indicates a booking with no deposit taken
and the booking time is greater than the system time.
Blue: Indicates a booking with no paid deposit but
the booking time is less than the system time.
Red: Indicates that a taken booking has been
transferred into sales mode. Sales can now be
entered against this Booking and the booking can be
finalized. This applies to bookings with or without
deposits taken. If a deposit had been taken this will be
credited to the sales window.
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Editing Bookings
Editing bookings is easily accomplished by selecting the appropriate
booking, and editing the details. All default displays can also be
amended. To amend a booking selects the original booking. Once
selected the details of the original booking will appear on screen.
Editing over the original information can change these details.
Moving Bookings
The Edit button acts as a toggle button between Edit and Move. If the
user clicks on the Edit Button it toggles into Move Mode. Within Move
mode the user can drag and drop an existing booking to a new
allocation within the current charge sheet.
By clicking on the Move button the system is changed back to edit
mode.
Booking Reference
All bookings are allocated a unique six-digit reference number where
the first digit relates to the charge sheet number. The Booking
Reference box can be used to quickly search for an existing booking.
The booking reference number is printed on the booking receipt.
The booking reference search facility allows the user to enter a valid
reference number and the system will automatically switch to the
relevant charge sheet and booking.
Taking Deposits
All bookings have the ability to have deposit required against the
booking. This needs to be enabled within the charge sheet set-up first.
The amount taken for a deposit can be both increased and decreased.
By selecting the amount already agreed for the deposit and increasing
it, the system will regard this as a Paid In transaction, displaying the
amount difference to be taken.
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Paid In is shown in BLUE. For a decreased deposit, the system will
regard this as a refund or Paid Out transaction, displaying the amount
to be returned to the customer as status colour RED.
Deleting Bookings
Selecting a booking as described in Edited Bookings provides deleting
booking. Once the booking is selected the Amend Screen contains an
option to delete a booking. Chose this option. A confirmation window
will appear to confirm the deletion of a booking.
Reviewing Deleted Bookings
Deleted booking will not appear on the booking planner once deleted.
However, deleted bookings can be reviewed through the View by List
option.
On selecting the view by list option the user has the ability to view the
following booking types
Current Bookings
Taken Bookings
Deleted Bookings
On selecting any or all of these options the user will see the following
screen if bookings meeting the criteria are met for the selected day.
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The status of the booking if not Current will be displayed next to the
booking detail. Therefore a booking will be marked as taken or
deleted.
On highlighting the booking in review the View Detail button will be
enabled on the screen where the user can review the details stored on
the booking even if it has been subsequently deleted.
Taking Bookings in Sales Mode
Bookings can be made in Sales Mode by predefining a button in sales
to bring up the Booking Charge Sheet (see Chapter 4).
Once the default settings are complete, clicking on the Bookings
button in Sales Mode will bring up the following screen
Extracting a booking into sales mode will automatically transfer any
prepaid deposit onto the customer’s bill. However, it is also possible
to create a new booking in Sales Mode by clicking the Bookings
button and entering the new details onto the Booking Planner for the
selected Charge Sheet.
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Full Booking System functionality is available via the Booking option
within Sales Mode.
This includes Amending Bookings and Deleting Bookings.
The Delete bookings option within sales mode is a settable flag under
system settings.
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Chapter 11: The Utilities Module
Within this section is a host of Modules to help define the
way you choose to run your system. This section contains
nine sub modules. Many of these will need to be set-up
only once. The nine sub modules are:
Operators
Receipt Set-up
Hotcodes
Reasons
Foreign Ex
Report Set-up
System Menu (see Chapter 12)
Post Sale
Enquiry Display
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Operators
Within this module is the controls to create, amend, and, delete
Operators. This module also has a number of settings to determine
the levels of operator control any individual operator can have. An
operator must be set-up before being appearing on the operator
selection list within the Sales Mode.
The Operator Module screen is shown below.
Create an Operator
To create a new operator, just enter the name in the name field and
press “enter”. A message box will appear for you to confirm the new
operator or abort the procedure. There are four main options when
setting up a new operator, these are: -
E
in
g
D
S
182
D
to
S
“Display Button”
- If 9 then operator button is to be displayed
on the sign-on screen.
“Allow Reports”
- If 9 then current operator is allowed access
to reports mode.
“Allow Back-Office”
- If 9 then current operator is allowed access
to the back office mode.
“Training”
- If 9 then current operator will be in training
mode when in sales mode. (See Sales mode Training mode)
Receipt Set-up
Within this module you define the Header and Footer for the Receipt
printer. Each receipt printed via the selected Receipt Printer Port will
then contain the Header and Footer. An example is shown below.
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Hotcodes
The Hotcodes Module allows the user or operator to define a number
of shortcut codes to bypass the systems menu or screen system. By
defining a Hotcode an operator can effectively jump between Modules
of the system.
An example of the Hotcodes system is shown below.
184
Reasons
Within the Reasons Module you can define up to 24 Reason
descriptors, which will be used by the system on analysis of sales
types. The system has five separate transaction types to which
twenty-four Reason Descriptors can be attributed. The screen below
shows the five Reason Transaction types to which the twenty-four
descriptors can be assigned.
185
Once you have selected the relevant Transaction type to which you
would like to add descriptors the following screen will appear. Add the
text description alongside the Reason Number. In sales mode they
reason codes will appear as they do in this box. You should use the
Codes in sequential order, as any gap will also appear through the
sales mode selection process.
186
Foreign Exchange
The Foreign Exchange Module allows the user to easily maintain a
foreign currency transaction table. You can have many currency
exchange rates, which are easily selected via the down arrow.
Payment via Foreign currency within sales mode will refer to the
currency exchange rates defined in this module.
Report Set-up
The Report Set-up Module allows the user to maintain a set of
relevant reports for their business. As CES has developed many
bespoke reports for specific customer requirements, this Module
allows the user to assign any new reports or specific reports to the
system. All reports defined the system through this module are used
by the Reports Module.
Reports are classified by the user and will appear against the seven
Report Sub Modules within the Main Reports Module. These are:
Financial
Sales
List
Accounts
Customer
Bookings
Other Reports
187
The following screen is used to add, amend or delete reports into the
system. The system will look for the reports within the
C:\Touch\Reports Directory.
A report must be selected before the Delete option will appear.
System Menu
See Chapter 12
188
Post Sale
The Post Sale option allows the operator to associate a Post Sale
Comment. Unlike the comment per item options this is a more general
Comment option.
An example of use would be within a Dining environment that has
table seating inside or outside. The Post Sale comment could be used
to help identify where the diner will be sitting.
The screen below is an example.
189
Enquiry Display
The Enquiry Display option is used to determine or define the
information presented on Product Enquiry within Sales Mode. Product
Enquiry is a pre-settable option that can be programmed in Sales
Mode.
Selection of information to be presented is show in the screen below.
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Chapter 12: The System Menu Module
This Chapter looks at the Modules within the System
Menu Module. The Modules contained in here are for
experienced System Operator use, Set-up, and
Administration and should only be changed by the System
Master User or Administrator.
If you have any doubts about using any of the options
within this section you should consult you CES TS system
maintainer.
Within this Module there are eleven sub Modules. These
are:
Passwords
Tenders
Charge Sheets
Database
Import-Export
Customer Display
Set-up
Vat Codes
Screen Titles
Archive Sales
KB Presets
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Passwords
The passwords module is used to assign passwords to any of the
seven functions shown on this screen.
The passwords set in here are global passwords for all operators.
192
Tenders
The Tenders Module allows the user to set-up the defined tenders to
be used within sales mode.
The system has a limitation of twelve different tenders. For each
individual tender type the user has the ability to define a number of
settings.
The Function Control Items are defined below:
Compulsory Entry – A value must be entered for the transaction to
accept this type of tender. (Ie 0.00 is not valid)
Use Cash Drawer – Open the Cash Drawer on transaction completion.
Allowed for Refunds – Allowed to Refund Amounts via this Tender
type.
Active – Is it to be made active to the system.
Declaration Type – The group to which this tender type is part of.
193
Charge Sheets
Charge sheets are used to provide the user with a way of running tabs
for a range of business types. One example could be that a
Restaurant makes use of charge sheets to represent tables within the
Restaurant. As the Customer comes to the Restaurant they are
allocated a table and a slot within a charge sheet.
Each Charge Sheet Number can contain up to 9999 individual slots.
Therefore for the Restaurant example above, the owner would only
need one charge sheet with 30 slots representing the number of
tables. This allows the owner to place items as ordered by the clients.
The sheet remains updated and accurate. When the Client then
wished to pay the bill, that individual sheet entry will be transferred to
sales mode to finalise the bill and the entry on the Charge Sheet will
be cleared.
.
194
Controls for Charge Sheets
Compulsory Final Receipt
- If 9 then when the bill is paid off in
full, a full receipt will be printed.
Receipt on Entry
- If 9 then each time an entry is made
on the particular charge sheet, a mini
receipt is printed to confirm Plu’s
were placed on it.
Allow end of day
- If 9 the End of Day Reports can be
run without clearing down any charge
sheets still open for this day.
Automatic Delete
- If 9 then once the sale on the
charge sheet has been completed,
the table name will automatically
delete so a new one can be typed in
next time.
Signature on receipt
- If 9 then each time Plu’s are posted
to the charge sheet, the receipt that
comes out requires that the customer
sign it to confirm the order
.
Use Covers
A4 Final Receipt
- If 9 then the “covers” option is
available in the booking system.
“Covers” describe the amount of
people that are going to turn up for
the booking. E.g. 2 “Covers” means 2
people for dinner.
- If 9 then Final Receipt will be
printed in A4 format.
Charge Sheet Booking Receipt Counter
- This can be set manually.
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Set Individual Sheets
- If an individual name is set against a
charge sheet, this will now appear on
the sales screen and charge sheet
information sheet.
Link Customer Database - Allows the Customer database
details to be searched for a matching
Customer
Bookings
The following booking controls are available for Charge Sheets. These
details determine how the Charge Sheet is displayed within the
Booking Planner.
Used in booking system
- If 9 then the Booking system will be
able to access the charge sheet.
196
Days
- If 9 then the booking system will
use the time scale of days for the
charge sheet.
Hours
- If 9 then the booking system will
use hours as the time scale for the
charge sheet.
Start Hour
- Only activated if “Hours” is 9. Set
the first hour for the charge sheet to
use within the booking system.
For the first charge sheet, the star
time has to match the start time in the
“Control scripts”.
End Hour
- Only activated if “Hours” is 9. Set
the last hour for the charge sheet to
use within the booking system. For
the first charge sheet, the star time
has to match the start time in the
“Control scripts”.
Default Duration
- Sets the default booking length time
within the planner
Default Grid Layout
- Option available are ¼ hour, ½ hour
or 1 hour. This is the default view
displayed on the booking planner.
Number Receipts with Booking
-
Option to allow enable number of
booking receipts
Receipt Comments
197
Receipt Comments:
You can add three lines of comments
to the end of each final receipt
produced by this charge sheet.
Reference Prompts
Reference prompts defines a label tag to up to nine reference lines
that can be assigned against a booking within a charge sheet. An
example of this is shown below.
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Zap all Current Data
On selecting a charge sheet the Zap all Current Data button becomes
active. Using this button will clear and remove all bookings against this
charge sheet. This button or option should therefore be only used with
this understanding.
Password Protecting the Zap all Current Data
As the function of this button is so important the system has the ability
to allow the system administrator to password protect the Zap all Data
button. This is achieved via the normal route of Right Click on the
button and following the procedure to enable a suitable and relevant
password.
The password protect is not Charge sheet dependant.
Database
System Administrators should only use this module only!
The Database Module is a system administrator tool to help manage
the databases for the system. It should always be password protected
as it contains option, which can delete information from the system.
The Database Module screen is shown below.
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The following options are described below.
ZAP File
- When you ZAP a file, all the data within this
file will be deleted.
Pack File
- When you Pack a file, it will decrease the
size of any memo fields without deleting
information, and it will delete any record that
have been marked for deletion through edit by
grid options
200
Import-Export
This module provides a range of facilities allowing the operator to
transfer information from the system into an Excel Spreadsheet
format. The files to be transferred are generally for System
Maintenance and an experienced CES TS user should only use setup and this option. The following screen shows the files that can be
imported or exported.
Also note that a backup or copy of the files should be made before the
utility is used.
201
Customer Display
The Customer Display Module allows the user to set-up four
predefined system messages via the Customer Display Unit to help
the user or Customer to the of the system.
The following screen shows the four Message options.
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Set-up
System Set-up is addressed in Chapter 3: Configuring CES TS
Software.
VAT Codes
The CES TS system allows for up to nine different VAT Codes to be
used by the system. Within the Products Module a VAT rate is
assigned to each product. To define your VAT Codes use the
following screen.
203
Screen Titles
The CES TS software allows up to 24 Screens all callable by name
from a button definition. This means that complicated sales
environments can use screen names called via a programmable
buttons allowing the user to jump directly to the relevant screen and
layout.
The screen names for use throughout the sales mode are defined
through the screen shown below.
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Archive Sales
The Archive Sales option shown below is a system maintenance
routine to help manage data within the system. Archiving data from
the sales file will improve performance as the file size of the sales data
continues to grow. This option is also settable on a monthly basis
through the Control scripts with the System Set-up Module.
Therefore this option only needs to be used if it is not set within the
Control scripts.
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KB Presets
The KB Presets is used to pre-define keyboard functions within the
system for non-touch screen users. This area allows the user to
allocate a key to a settable function. These functions are those
highlighted as Pre Defined buttons. The list of these is available in
Chapter four Sales Module.
The keyboard-preset screen is shown below.
Following the instructions on the screen the user simply needs to
press a keyboard key where its ASCII code is captured. Against this
ASCII code a pre defined function can be assigned.
Pre defined key functions are only applicable within sales mode. In all
back office functions this presets are disabled.
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Chapter 13: Kitchen Printers
This chapter explains how to set-up and configure Remote
Kitchen Printers.
The Remote Kitchen Printers facility is a separate program
(executable) to the CES TS Software.
The Remote Kitchen Printers facility allows up to 16 Kitchen
Printer to be running off the CES TS Software at any one time.
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Kitchen Printer Set-up
CES TS Software has been designed with the ability to support
Multiple Kitchen Printing. This allows a customer to run up to 16
Kitchen Printers simultaneously. It is important, however, to note that
the Multiple Kitchen Printer system is separate to the CES TS
Software.
Multi Kitchen Printer Support is provided as a separate executable
program within the c:\Touch directory where you will find the files:
Remote1_com1.exe
Remote1_com2.exe
Remote1_com3.exe
Remote1_com4.exe
Remote2_com1.exe
Remote2_com2.exe
Remote2_com3.exe
Remote2_com4.exe
Remote3_com1.exe
Remote3_com2.exe
Remote3_com3.exe
Remote3_com4.exe
Remote4_com1.exe
Remote4_com2.exe
Remote4_com3.exe
Remote4_com4.exe
These remote executables allow the customer to set-up a print spooler
capable of supporting Multiple Kitchen Printing.
208
Setting Up Remote Kitchen Printers within CES TS
Software
Before configuring Remote Kitchen Printers the following settings
must be configured within CES TS Software. These configuration
changes can be found in systems settings.
Remote Directory: The Remote Directory under the Main Systems
Settings Screen is the defined directory to which all Remote printing
jobs will be sent to by all Terminals. This therefore needs to be the
same on all Terminals. Please note Remote Printing will not work if
the machine designated to process all Remote Printing requests is
switched off during operating and must therefore be chosen carefully.
Remote Printer (system options): Allows a range of options on how
and what is printed via Remote Printer requests.
Remote Printers (TAB): Within this section the customer details, the
names of the Remote Printers, and the Header Name for printing on
the Remote Printers. These printer numbers are the numbers used
within the Product Maintenance system on allocating individual
products to Remote Printers. Different products can print to different
Remote Printers. An example is shown below.
209
Setting up Products to Print to Remote Printers
Within the Product Maintenance Module products can be assigned to
Remote Printers. Choosing a product, then choosing the controls TAB
for this product, there is a section labelled Remote Printer. For any
individual product a Remote Printer can be assigned.
Understanding Remote Kitchen Printing
Terminal 1
com 1
Terminal 2
com 2
Terminal 3
com 3
Back of House
Network
Kitchen
Kitchen
Kitchen
Server
Mapped as R
Drive to all
Machines
Printer 1
Printer 2
Printer 3
Using the above diagram the following is assumed:
Remote Directory: All printing to R:\Touch Remote
System Options
Remote Printers:
Remote Printer Options
Print Freetext to Remotes
210
:YES
Use Dotmatrix Control Codes
:YES
Extra Line Feeds on Remotes
:5
Print Receipt Number on Receipt
:YES
Disable Local Printing
:YES
Issue Stub Ticket Number with Remote :NO
Last Remote Number
:XX
(These can be varied according to requirements)
Remote Printers:
Number Remote Printer Title
Header on Printer
1
Kitchen – Hot Prep
Hot Prep
2
Kitchen – Cold Prep
Cold Prep
3
Bar (Main)
Bar
In this system the following Remote Kitchen Printer programs will be
running:
Terminal 1: remote1_com.exe
Terminal 2: remote2_com.exe
Terminal 3: remote3_com.exe
These Remote Kitchen Printer programs need to be running in
background mode and started up prior to CES TS Software starting.
Please note that the Remote Printer and a Receipt Printer cannot be
running off the same terminal. In cases where a Kitchen Printer and a
Receipt are required at the same terminal set:
Redirect Receipt to Remote Engine: Remote X end
set
Receipt Port Number: None
Set-up Central Receipt Prining
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Chapter 14: The Euro
This Chapter details how CES TS Software can be configured
to meet the Euro requirements. In many countries supporting
the Euro is required from 1st January 2002.
CES TS Software contains a number of settings to configure the
Euro for On Screen and in Receipt Functionality.
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Configuring the Euro in Systems Settings
CES TS Software contains a number of systems settings allowing the
user to configure the Euro.
Systems Options
Euro Exchange Rate: X123456
As required for the Euro Exchange rates this figure MUST be six
defined decimal places long.
Euro on Tender: X123456
Defines the Tender on which the Euro will work. This will be set to a
defined Tender Type (see Euro Tender type below). Future releases
will allow for Euro compliance on multiple Tender Types. Credit Card
and EFT transactions are excluded.
Receipt Printer
VAT analysis with Euro: YES/ NO
This option provides detailed VAT analysis on the receipt for both the
primary currency and the Euro.
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Euro Tender Type
A Euro Tender Type needs to be created with the Tenders Module to
allow acceptance and return of Euro currency. Treating the Euro
currency as a separate Tender Type allows the operator to treat the
Euro similar to a Foreign Exchange transaction. An example of
defining the Euro currency is below
This Tender Type needs to be active and enabled within the Sub-Total
Screen
Sales Mode with Euro
Once the configuration settings have been as detailed above, the
sales screen will now show all sales information in two currencies.
The set primary currency in BLUE and the Euro in RED. These colour
references remain constant throughout any transaction.
On Sub-Total of any transaction the operator has the option to choose
payment Tender Type EURO.
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On entering the Tender amount in Euro the following screen will
appear:
The operator has the choice to give change in either Euros or local
currency. The system displays on the receipt both currencies.
Printing the Euro Symbol
Printing the Euro symbol is considered a function limitation of the
printer. CES TS Software supports the Euro on non-Euro symbol
capable printers by printing EU instead of the E symbol.
Printers that support the E symbol will automatically print the Euro
receipt.
215
Chapter 15: Loyalty System Set-Up
This chapter describes how to set-up and run a loyalty
system on the CES TS Software.
There are three supported loyalty schemes available on
CES TS Software.
These are:
a) By sales Transaction value on Subtotal
b) Assigned to individual products
c) Combination of a) and b)
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Understanding System Settings
All available loyalty schemes for CES TS Software are available in
System Settings. In the main option, System Options there is a
selectable table of Customer/ Loyalty Options.
These options are detailed in Chapter 3- Understanding System
Settings. The screen below shows the options available.
Please note that until a Loyalty Point scheme has been chosen the
system will not look enforce either loyalty lookup on redemption or by
product.
The option “Loyalty Points with Customer” offers the following
selection:
Never - Loyalty Points turned off
Sales Value Only – Loyalty system using sales value
to allocate loyalty points.
217
Product Points Only – Loyalty system allocating
loyalty points when an individual product has a set
loyalty point value.
Sales & Products – Uses both Loyalty methods in
combination.
Assigning Loyalty Point Values
The Customer / Loyalty Options provides four settings in determining
and defining the value of the Loyalty system. These are:
Loyalty Reward – sales value required per unit
At what sales value amounts are loyalty points to be allocated.
Ie Every £10 multiples.
Loyalty Reward – points issued per sales unit
For every Sales value defined in the above how many loyalty
points will be issued. Ie. For the above example it may be 1
point for every £10 spent.
Loyalty redeem – value of redeem points unit
Define the value of the loyalty points on redemption.
Ie Each loyalty point is worth 20pence.
Loyalty redeem – points required per redemption unit
What is the minimum or multiple amounts of loyalty points that
can be redeemed? I.e. loyalty must be redeemed in multiples
of 5 points at a time representing £1 from the above.
Include Current Transaction points
There is a system option, which allows the user to enable the current
sales value and point collection within the enabled Loyalty scheme.
218
Assigning Loyalty Points to Products
If using Loyalty Points assigned to Individual Products, the customer
will need to assign points to products within the Products Maintenance
module. Points are assigned by allocating the number id Loyalty
Points given on sale of this product. Entering the value is within the
Stock TAB in Product Maintenance.
Loyalty Points in the Customer Module
All loyalty point information for a customer is available via the
Customer Module. The following screen shows all Loyalty point
information on a customer.
Loyalty Points in Sales Mode
Loyalty information is available in sales mode whenever bringing up
the Customer information. Settings are available to bring up the
Customer database either at Sign on, First Item, or Sub-Total.
219
Once the Customer database has recognized a valid Customer the
following screen is shown highlighting loyalty points to date and
redemption value.
Redeeming Loyalty Points in Sales Mode
To redeem Loyalty points the user must firstly set-up a Tender Type to
allow payment by Loyalty points (See Tender Types).
Secondly within the Customer / Loyalty settings this Tender Type is
allocated via:
Loyalty Redeem on Tender: X
On completion of sales information and entering into the sub-total
screen the following Loyalty redemption screen is displayed allowing
the user to redeem either a number of points or value. These points
and value selection are those that have defined the loyalty system
values. Any valid multiple of redemption is available.
220
This screen shown below does not become active until the first
multiple values is achieved. Also note that you will only be able to
redeem up to the value of the existing sale.
Customer Loyalty on the Receipt
The CES TS software allows a range of options to be printed on the
receipt. These are:
Customer Number
Customer Name
Customer Address
Customer Loyalty Points
These options are simply selected within the System Settings for
Customer / Loyalty.
221
Chapter 16: CES Software on a network
Within this section we will look at how CES TS Software
can be configured within a network environment. CES
Software supports all standard Windows network
environments and many CES features can either be
configured in server or terminal mode. This chapter will
describe each of these features.
222
Setting Up The Network
Terminal 1
Terminal 2
Terminal 3
Terminal 4
LAN
Server
Typical Network Configuration
CES Software will support any standard Windows network
protocol such as TCP/IP or Netbuii.
Each terminal will require a mapped drive onto the server.
Therefore the C: drive on the server will need to be accessible
by all the terminals. A permanent connection to this server is
essential. If the server is shut down or rebooted, please ensure
that the mapped share drive is re-initialised on each terminal.
System settings
Assuming that on each terminal you have created a S drive
mapped to \\Server\C. Then the following settings should be:
Server Directory:
Local Directory:
Remote Directory:
Accounts Directory:
* EFT Directory:
s:\touch\data
c:\touch\data
s:touch\remote
s:\touch\accounts
s:\touch\data
223
Report Directory:
** Sales Archive Directory:
s:\touch\reports
s:\touch\archive
* Assumes that EFT via Commidea is being used
** An archive directory on the server may need to be created
This Setup will provide a single source for products/stock,
prices and stock control. The remote directory is for the Remote
Printing Systems.
This setup will create centralised accounts, customers and
reports.
Server Controlled Options
Check for sales archives on Start-up- Only one of the
terminals should have this option set. This terminal will
therefore be the controlling terminal for archiving monthly sales
data.
Use the Server Screen Button File – Enable this option if you
want central (server) control of screens and buttons.
224
Chapter 17: Troubleshooting Guide
Sales Mode:
Q. When you first run the program the graphics on the
start-up logo are distorted.
A. Check the colour depth of your graphics card. It will
run best in 16-bit or above.
Q. You are running Windows 98 of higher and have
installed the software, but when you try and run sales
mode you get OLE errors.
A. There is a file needed in the C:\Windows\System
directory. This file is called Fm20enu.dll and is available
from the Microsoft web site.
Q. You have setup a button but upon returning to the
sales screen there is no button there.
A. Locate the button again through the define button
screen and check that you have pressed “Reveal Button”.
Q. When trying to run sales mode, a message box
appears saying that the software cannot find the
receipt/remote printer.
A. Make sure that the printer is turned on, fastened
securely to the COM port and that the port number is
correct within “SYSTEM SETTINGS”. If problem persists,
contact your dealer or the manufacturer of the printer.
225
Q. You complete a transaction but the cash drawer does
not open.
A. In “SYSTEM SETTINGS”, make sure that within the
“Epos Terminal” section you have ticked “Cash Drawer”.
If the Cash drawer is plugged into the back of the receipt
printer, make sure that the printer is turned on.
Q. You have setup a price change to occur from 2PM till
3PM every day yet it is not happening.
A. Make sure that the dates have been setup within the
price change offer
Q. When running Sales Mode a “grey box” appears with a
program error stating “Network Drive? \?\?password.dbf”
does not exist.
A. Make sure that the server network drive is connected
and correct. This can be changed in “System Settings”.
226
Appendix A: Hardware that CES Software has been
tested on
The equipment CES TS Software has been tested on includes:
IBM SURE POS 500 SERIES:
Receipt Printers: IBM 4610, EPSOM compatible
Cheque Printers: IBM Suremark 4610, EPSOM
Compatible
Customer Display: IBM Internal
(BIOS setting 2E8 IRQ 11) Com 4
Cash Drawer: IBM via terminal port, EPSOM
compatible via printer port
External Customer Display: Com 4
Scanner Serial: Serial on Com 1
Kitchen Printers:
MSR: Com 3
IBM SUREPOS 500 SERIES:
Serial Ports Configuration
Serial Port A:
Base I/O Address:
Serial Port B
Base I/O Address:
IRQ:
MSR Serial Port I/O Address:
MSR Serial Port IRQ:
227
[Enabled]
[3F8]
[Enabled]
[2F8]
[3]
[3E8]
[10]
VFD Serial Port I/O Address:
VFD Serial Port IRQ:
IBM Cash Drawer:
Serial Port CI/O Address:
Serial Port C IRQ:
[2E8]
[11]
[Enabled]
[2B8]
[6]
Item Specific Help
[Disabled]
No configuration
[Enabled]
User Configuration
[Auto]
BIOS or OS chooses configuration
TEC ST60 SERIES: (via TEC OPUS Drivers)
Receipt Printers: EPSOM compatible (TMT Series)
Cheque Printers: EPSOM compatible (H5000 Series)
Customer Display: TEC ST60 Internal
Cash Drawer: TEC and EPSOM compatible via
printer
External Customer Display: TEC
Kitchen Printer: TMU series
JAVELIN VIPER SERIES:
Receipt Printer: EPSOM compatible (TMT Series)
Cheque Printers: EPSOM compatible (H5000 Series)
228
Customer Display
Cash Drawer: Javelin, Epsom compatible
External Customer Display:
Kitchen Printer: TMU series
Epson SR600
MSR (Keyboard Wedge) using MSR Control Software to turn off track
1 & 3.
Customer Display Com 3 shared with Receipt Printer on Com 3.
EPSON IR310
Using standard Epsom Receipt printers and peripherals.
ABC Own Brand
Using standard Epsom Receipt printers and peripherals.
XN 500
Using standard Axion Receipt printers and peripherals. External
Customer display and dual screen customer display.
229
Appendix B: Linking into Datasym Stockade Package
CES TS Software easily integrates with the Datasym Stockade Stock
Control Package.
Information about Stockade is available direct from Datasym via the
following:
Datasym (UK) Ltd
Venture Tower
Fratton Road
Portsmouth
PO1 5DL
Tel: (023) 9282 8855
Fax: (023) 9282 8140
Email: [email protected]
Stockade is a multi site Stock Control System turning CES TS
Software into a full multi site stock control EPOS solution.
To connect to CES TS Software the Datasym Stockade Package, the
following is required:
Choose System Settings- Import/ Export- TAB
End of Day Form: c\Touch\Forms\eod-datasym.scx
Start of Program Form: c\Touch\Forms\datasym.scx
By selecting these files the CES TS Software will on end of day export
sales information and other relevant information to the Datasym
system.
On start of CES TS Software the CES TS system will import the
relevant information from the Datasym Stockade Software application.
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