Page 1 POS TERMINAL MODEL UP-X300 BACK OFFICE INSTRUCTION MANUAL...
Page 2: Introduction
INTRODUCTION Thank you very much for your purchase of the SHARP POS Terminal Model UP-X300. This UP-X300 Back Office Instruction manual explains how to use the Back Office; programming procedures for UP-X300. Please read this manual carefully before operating the Back Office in order to gain full understanding.
Page 3: Table Of Contents
How to operate the POS Server ··························································································· 10 Menu bar ····················································································································· 11 Module list window ······································································································ 12 Module icon window ···································································································· 12 Starting the UP-X300 Back Office ························································································ 13 Log-in/Log-out operation ······································································································· 13 Log-in ··························································································································· 13 Log-out ························································································································ 13 Operation at the main screen ······························································································· 14 Menu bar list ················································································································...
Page 4 System Setting ······················································································································ 40 Module list ··················································································································· 40 System ························································································································· 41 Terminal (Administrator module) ················································································· 42 Edit Mode ···················································································································· 45 Programming Restrictions ··························································································· 46 Euro Status ·················································································································· 47 Non Accessed Customer Delete ················································································· 48 Non Accessed PLU Delete ·························································································· 48 Closed Transaction Delete ··························································································...
Page 5 Recipe ································································································································· 104 Module list ················································································································· 104 Recipe ······················································································································· 104 Sales Item projection PLU ························································································ 105 Function ······························································································································ 106 Module List ················································································································ 106 (-) ······························································································································· 107 (-) Relationship ·········································································································· 108 % ································································································································ 109 % Relationship ·········································································································· 110 Group Discounts ········································································································ 111 Group Discount Subtotal Text ···················································································...
Page 6 Employee ···························································································································· 159 Module list ················································································································· 159 Employee ··················································································································· 160 Employee Function ··································································································· 163 Contactless Clerk Key ······························································································· 166 Time Edit ··················································································································· 167 Terminal Selection ····································································································· 168 Authority ···················································································································· 169 Authority Text ············································································································· 172 Commission ··············································································································· 173 Team Commission ····································································································· 174 Event Commission ····································································································...
Page 7 PLU Menu Key ···················································································································· 221 Before programming PLU Menu keys ······································································· 221 Programming keys linked to Menu keys ··································································· 222 Screen selection mode ······························································································ 223 PLU Menu selection mode ························································································ 224 Key editing mode ······································································································ 226 Condiment Key ··················································································································· 228 Before programming condiment keys ·······································································...
Page 8 10 EURO Migration Function ·································································································· 280 Setting the date and time when the automatic EURO modification operation should be executed ··································································································· 280 11 Barcode reading ·················································································································· 281 Item codes ················································································································· 281 Customer code ·········································································································· 281 Bill code ····················································································································· 281 Key code ···················································································································· 282 12 Magnetic card reading ········································································································...
Page 9: Before Operating The Pos Server
For details of system configuration for a POS system, please refer to “Network” section. In order to operate UP-X300 Back Office, you must connect a keyboard and a mouse applicable to the UP-X300. For details of the applicable peripherals and the connection, please refer to UP-X300 HARDWARE manual.
Page 10: Operational Restrictions On The Back Office
Operational restrictions on the Back Office Your POS server categorizes the personnel who operate the Back Office as authority level shown below, and an authority level is given to all of the functions that the Back Office provides. Personnel can execute functions having the same or lower authority level. For example, when you are assigned to an operator, you can execute functions having the authority level;...
Page 11: How To Operate The Pos Server
How to operate the POS Server UP-X300 Back Office runs on the Windows CE operating system. Therefore the operating method is basically the same as other Windows interfaces. Basically the Back Office screen has two types of screens, screens for selecting a module, and screens for setting parameters or executing a function.
Page 12: Menu Bar
■ Menu bar Menu Close box This bar executes several commands appeared below each menu. By moving the arrow using a mouse to a menu and left-clicking the menu, the command list will appear below the menu. To execute a command, move the arrow to the command and left-click the command. Command For the menus having an underlined letter within parentheses, you can also execute the menu by pressing the Alt key and the underlined letter.
Page 13: Module List Window
■ Module list window Module names are listed in the window. The modules having a square plus icon ([+]) mean that the module has subsequent modules. When you left-click the icon, the subsequent modules appear and the icon changes to a square minus icon ([-]).
Page 14: Starting The Up-X300 Back Office
Starting the UP-X300 Back Office Log-in/Log-out operation When you start an operation of UP-X300 Back Office, firstly you must make your log-in operation. ■ Log-in When the Back Office program is started, the login window will open. Enter your ID number and password (displayed with asterisks), then click [OK]. The main screen will open.
Page 15: Operation At The Main Screen
Help Help Opens the help window. About Opens the “About” window where copyright of the UP-X300 and program version for each module are indicated. ■ Module list Modules which equals your authority level are displayed in the module list window.
Page 16 Main modules Modules POS Programming* System Setting Groups Departments Products Recipe Function Payment Employee Others Customer Report Formats POS Program Reports Key Programming Free Key Layout Area Layout Screen Relationship Macro Key PLU Menu Key Condiment Key Appearance Table Pop Up Window Compulsory Cash Keypad Key Program Reports Floor Management...
Page 17: Reading Messages
■ Reading messages In case there is a message for you, the following window may automatically open. To read the message, click [Open]. The message window will open. To close the window, click [Cancel]. To print the message, click [Print]. To delete the message, click [Delete].
Page 18: Sending Messages To Clerks
■ Sending messages to clerks You can send messages to clerks who operate POS servers and operators of the POS server. Select Send Message form Tool menu, the following window will open. Click the target clerks and/or operators, and enter message for them. Click [OK] to send the messages. NOTE When a message buffer for a clerk/operator is full, buffer full error will occur.
Page 19: Changing Your Password
■ Changing your password It is recommended to change your password regularly. To change your password, select Change Password from Tool menu. The following window will open. Enter your old and new passwords, and new password again to confirm your new password, then click [OK].
Page 20: Viewing/Editing List Of Operators
■ Viewing/editing list of operators Selecting List of Operator from Tool menu allows you to view and edit the list of operators of the Back Office. You can view or edit the operator ID, Operator’s authority level and password of the selected operator. For editing them, you should have a higher level of authority.
Page 21: Printing/Displaying A Pos Server Log Report Or A Operator List Report
■ Printing/Displaying a POS server log report or a operator list report Selecting POS Server Log Report or Operator List Report from Tool menu allows you to view or print each report. To view a report, select [View], and to print, select [Print]. For more information about viewing/printing, please refer to “Viewing/Printing programming settings”...
Page 22: Editing Date And Time
■ Editing date and time Selecting Time Setting from File menu allows you to edit date and time. When you select the command, the following window will open. Click the target date, or edit the time. Then click [OK]. To cancel, click [CANCEL].
Page 23: Store Management
Store Management ■ Module list Store Management Open Store Close Store End of Day Open Store When the open store operation is performed at the POS server, the POS system is opened and the registration function becomes available at all the POS terminals in the POS system. To execute an open store operation, select Open Store from Store Management.
Page 24: End Of Day
End of Day The end of day function allows you to compile information from the day and direct the information to the various report files, such as daily, weekly and monthly reports. There are three types of end of day function: •...
Page 25: Data Control
Data Control ■ Module list Data Control Backup (ALL) Restore (ALL) Program Backup Program Restore Upload Data from Terminal Regenerate Terminal DB Backup (ALL) The Backup (ALL) operation saves all of the Back Office database and terminal database on the Back Office in CSV files.
Page 26: Program Backup
Program Backup Selecting Program Backup from Data Control allows you to backup the POS programming data to the backup file. You can execute the following functions at the window opened. • Changing a backup file name (Default file name:yyyymmdd_hhmm <yyyy:year/mm:month/ dd:day/hh:hour/mm:minute) •...
Page 27: Upload Data From Terminal
Upload Data from Terminal Selecting Upload Data from Terminal from Data Control allows you to load programming data from several terminals to the Back Office. When you select Upload Data from Terminal, a terminal selection window will open. Select a terminal or several POS terminals, and click [UPLOAD] key.
Page 28: Regenerate Terminal Db
Regenerate Terminal DB Selecting Regenerate Terminal DB from Data Control allows you to regenerate terminal data base. When you select Regenerate Terminal DB, the following window will open. Specify the target terminal, then click [OK].
Page 29: Pos Programming
POS Programming Before starting POS Programming POS Programming module allows you to do the necessary programming for your POS system. In this section, general guidance for POS programming is given. Please read through this section before starting POS programming. ■ POS Programming module list Please overview the POS Programming modules listed below.
Page 30 Products Selective PLU Menu Setting at PLU Programming PLU Happy Hour PLU to Revenue center PLU Modifier PLU Modifier Text PLU Stock PLU Stock Add PLU Stock Sub Promotion Link PLU Combo Set PLU PLU Menu Condiment List Unformatted Barcode PLU Link Learning Dynamic PLU EAN Non-PLU...
Page 31 Payment Service Charge Gratuity Cash Tip Charge Tip Tip Paid Tip Transfer System Manual Tax Subtotal VAT Tax Shift Conversion Euro Employee Employee Employee Function Contactless Clerk Key Time Edit Terminal Selection Authority Authority Text Commission Commission Team Commission Event Commission Others Drawer Alarm Training Text...
Page 32: Parameter Setting Method - Grid Type Editor And Card Type Editor
■ Parameter setting method - Grid type editor and Card type editor For setting parameters for programming, the grid type editor or the card type editor will be displayed. Grid type editor If the selected module is a grid type, such as PLU and Employee, grid type editor will open. From the grid type editor, you can open card type editor by double-click at the target No.
Page 33 Card type editor If the selected option is not a record type, card type editor will open. To display a card type editor window, double-click the No. column in the grid type editor. When arrows appear at the tab area it means there are more programming items. Programming item information Click a target tab, its programming items will appear.
Page 34 For the parameter settings Basic operational method to enter or selecting parameters are explained below. • How the cursor moves Basically you can move the cursor using the arrow key, while the following key operations result in moving cursor. Home; to the beginning of a line Ctrl+Home;...
Page 35 How to display the card type editor window Double-click the leftmost column of the target (No. column). • How to edit parameters in the grid type editor You can use the following commands in the Edit menu for editing parameters. Also the same commands can be executed by using command buttons appeared on the screen.
Page 36 When you open each menu, some of the following command buttons may appear for easier setting as shown in the following sample screen. Please refer below for the function of each button, and click a desirable button when necessary. To save the data you edited. When the select [OK], the confirmation window will open. Select [YES] to save.
Page 37 Range To make a range settings for department, PLU and dynamic PLU settings. New data is created. *1 To create a new data, such as to create a new PLU code. To delete the selected data. Click the No. column of the target PLU to delete entire data of the line.
Page 38: Priority Of Programming Setting
■ Priority of programming setting Each PLU (item) should belong to a department and each department should belong to a group. For programming, some parameters commonly appear in the PLU, PLU Menu, Department, Group programming. If you program a parameter in Group programming, the setting affects all departments belonging to the group;...
Page 39: Viewing/Printing Programming Settings
Viewing/Printing programming settings When [View] or [Print] is selected on a programming setting window, the following window will open. In case it is required to set a range, for example PLU codes, an window to specify the range will appear. Specify the range, and click [OK].
Page 40: Opening The Pos Programming Module
Opening the POS Programming module When you select POS Programming module on the main menu, the main menu of the POS programming will appear. Double click a module on the left window or click a module icon in the icon window. Keep selecting a module until the lowest module is selected.
Page 41: System Setting
System Setting ■ Module list System Setting Administrator System Terminal Edit Mode Programming Restrictions Euro Status Data Delete Closed Transaction Delete Non Accessed Customer Delete Non Accessed PLU Delete T-Log Data Delete Operation/EJ Delete Clear Table Status Clear Sign On Status Z Counter Grand Totals Supervisor...
Page 42: System
■ System Selecting System from Administrator of System Setting allows you to setup system settings. System Setting/Administrator/System Category Authority Item Parameter Back Office Log Logging / Not Logging Message Message is displayed automatically Yes / No at Time In entry Display Appearance (Select from the drop menu.)
Page 43: Terminal (Administrator Module)
Area # Keyboard Key touch sound Yes / No Display Wall paper for terminal (file name) (\Windows\UP-X300\) Screen saver waiting time (minutes) (1 - 99 / 0 : 100 minutes) Start up secret code 0000 - 9999 Executing screen saver (file name) (Select windows screen saver *.SCR)
Page 44 Category Authority Item Parameter Bill Printer Compulsory Bill print system Compulsory for Table / Compulsory for ever entry / According to each media’s preset SORTED PRINTING ON BILL Yes / No Copy of the Bill Contents is printed Yes / No on Journal (If it is set to “No”, the Bill is printed on only Bill/Receipt.)
Page 45 Category Authority Item Parameter End of Session ADM Automatic End of Session Yes / No (Automatic End of Session is executed if “Yes” is selected) Time for automatic End of Session * 00 : 00 - 23 : 59 Printer error at the End of Session reports Abort End of Session / Ignore printer error Registration after End of Session * Enable / Disable...
Page 46: Edit Mode
■ Edit Mode For the parameters you set or change in the POS Programming module, there are two edit modes, programming mode and maintenance mode. You should first specify an edit mode before you start programming. When you select Edit Mode, the edit mode selection window will open.
Page 47: Programming Restrictions
■ Programming Restrictions You can change authority levels of PLU, PLU Happy Hour, Set PLU and Combo among operators, supervisors and submanagers. When you select Programming Restrictions from Administrator of System Setting module, the following window will open. Click the target column to restrict the function. “o” appears for the restricted function.
Page 48: Euro Status
■ Euro Status When your country introduces EURO currency, you can change EURO status to suit the stages that EURO is introduced. Prior to program EURO status, firstly refer to the EURO Migration Operation section. The details of EURO migration procedure is described. When you select Euro Status from Administrator of System Setting module, the following window will open.
Page 49: Non Accessed Customer Delete
■ Closed Transaction Delete Closed transaction data is deleted. When you select Closed Transaction Delete from Data Delete of System Setting - Administrator, the confirmation window will open. Click [YES] to delete closed transaction data. ■ Non Accessed Customer Delete Customer codes which has not been accessed for the preset period since the last accessed date (year and month) are deleted.
Page 50: T-Log Data Delete
■ T-Log Data Delete T-Log data is deleted. When you select T-Log Data Delete from Data Delete of System Setting - Administrator, the confirmation window will open. Click [YES] to delete the T-Log data. The data deleted is saved to the programmed directory.
Page 51: Z Counter
■ Z Counter You can set each counter number of the following Z counters for the system and for each POS terminal. System Setting/Administrator/Z counter (for system and each Terminal) Category Authority Item Parameter Number Terminal Number (1-9999/ 0: system) Z Counter Transaction Z1 (Integer) (0-9999)
Page 52: Ground Totals
■ Ground Totals You can set each counter number of the following ground total counters for each POS terminal. GT1 counter number is obtained by the formula, GT1 = GT2 - GT3. System Setting/Administrator/Grand Totals (for each Terminal) Category Authority Item Parameter Grand Total...
Page 53: Terminal (Supervisor Module)
■ Terminal (Supervisor module) Selecting Terminal from Supervisor of System Setting module allows you to set up the following items for terminals. System Setting/Supervisor/Terminal Category Authority Item Parameter Message Scroll message for terminal (64 characters text) Scroll message for terminal : font (font name) Scroll message for terminal : font color (color)
Page 54: Maintenance Data List
■ Maintenance Data List When you select Maintenance Data List from Supervisor of System Setting module, you can open the maintenance data list where you can control maintenance data and execute a download operation. Date Double click a date cell to open a calendar, then enter a new date. Time Double click a time cell, then enter a new time.
Page 55: Dynamic Plu Load
■ Dynamic PLU Load In case the dynamic PLU file is opened in the POS server, PLU codes and other data registered using learning function are stored in the dynamic PLU file. The data stored in the dynamic PLU file can be loaded to the PLU master file by selecting Dynamic PLU Load.
Page 56: Revenue Center
■ Revenue center Selecting Revenue center from Revenue center of System Setting module allows you to program functions which are set for each revenue center. System Setting/Revenue center/Revenue center (for each Revenue center (1-n)) Category Authority Item Parameter Number Revenue center Number (Integer) (1-5) Text Revenue center Name...
Page 57 Category Authority Item Parameter Media Sales Included in TEFRA Yes / No Finalization by charge when ST <= 0 Always / Inhibit Tendering which is smaller than the Disable / Enable sales amount Cashing a Check Disable / Enable Clerk Entry of clerk # compulsory Every Transaction (code entry)
Page 58: Revenue Table Areas
■ Revenue Table Areas Selecting Revenue Table Areas of Revenue Center in System Setting Module allows you to select tables available to use for each area allocated in the Area Layout module in the Key Programming. For details of Area Layout module, please refer to Area Layout section. When you select Revenue Table Areas, the following window will open.
Page 59 On the terminal tab, select a target terminal. Then on the area tab, select an area of a revenue center. The tables allocated in the area will shown at the right side. Check box Click tables to be used for the selected area. A blue frame is shown for the selected table. To select all tables, just click [All Select].
Page 60: Time Zone
■ Time Zone For the sales by a time zone (1 to 5), program the following items in Time Zone of Revenue center in System Setting module. Time zone #5 is treated as standard time zone. You cannot change the time zone number. •...
Page 61: Groups
Groups ■ Module list Groups Group PLU Group PLU Hourly Group Sort Group ■ Group Each PLU item should belong to a department, and each department should belong to a group to issue a sales report for the group. In the Groups programming, you can program the following items for each group.
Page 62 Groups / Group (for each Group (1-n)) Category Authority Item Parameter Number Group Number (Integer) (1-99) Text Normal item Text 30 characters text Display Text 20 characters text Key Text 16 characters text KP Text 1 30 characters text KP Text 2 30 characters text KP Bitmap Text 30 characters text...
Page 63 Category Authority Item Parameter Printer Kitchen printer TYPE (for KP) * Addition / Single/Double / Addition+Single / Double Addition / Double ADD+SNGL (or not specified) Priority group for printing at KP KP # of PLU preset (1 - 9 / 0 : not used) Priority printer KP # of PLU preset (1 - 99 / 0 : not used)
Page 64: Plu Group
■ PLU Group Selecting PLU Group from Group module makes you program PLU group text for each PLU group for printing PLU group report. NOTE PLU group number should be assigned to PLU items which subjected to PLU groups. Groups/PLU Group (for each PLU Group (1-n)) Category Authority Item Parameter...
Page 65: Plu Hourly Group
■ PLU Hourly Group Selecting PLU Hourly Group from Group menu makes you program PLU hourly group text for each PLU hourly group for printing hourly report. NOTE PLU hourly group number should be assigned to PLU items which subjected to PLU hourly groups. Groups / PLU Hourly Group (for each PLU Hourly Group (1-n)) Category Authority...
Page 66: Sort Group
■ Sort Group To issue sorted receipt for remote (KP) printers, program the following items for each sort group in Sort Group of Group module. • Sort group text • KP text • KP Bitmap Text • Table stage: Appetizer/Main dish/Dessert/Others •...
Page 67: Departments
Departments ■ Module list Departments Department Department Shift ■ Department Selecting Department from Departments module allows you to program each department. Program the items listed below for each department. Each PLU item (selling item) should belongs to a department, and each department should belong to a group.
Page 68 Departments / Department (for each Department (1-n)) Category Authority Item Parameter Number Department Number (Interger) (1-99) Text Normal item Text * 30 characters text Display Text * 20 characters text Key Text * 16 characters text KP Text 1 * 30 characters text KP Text 2 * 30 characters text...
Page 69 Category Authority Item Parameter Printer Receipt Type * Double / Single (or not specified) Compulsory item validation printing * Compulsory / Noncompulsory (or not specified) Print station (KP) 1 through 9 * KP # (1-99 / 0 : not used / 100 : RP Modifier (For KP1 only)) (or not specified)
Page 70: Department Shift
■ Department Shift Department shift function allows you to shift a department number which a PLU item belongs. By pressing the [DEPT SHIFT n] key, the department number assigned to the key is registered instead of the original associated department number. Program the key text and department number for each department shift key in the Department Shift of Department module.
Page 71: Products
Products ■ Module list Products Selective PLU Menu Setting at PLU Programming PLU Happy Hour PLU to Revenue center PLU Modifier PLU Modifier Text PLU Stock PLU Stock Add PLU Stock Sub Promotion Link PLU Combo Set PLU PLU Menu Condiment List Unformatted Barcode PLU Link Learning...
Page 72 • Non-turnover: Yes/No • PLU group number for PLU group sales report A PLU item can belong to a maximum of three groups. • PLU group number for hourly sales report A PLU item can belong to a maximum of three hourly groups. •...
Page 73 The PLU setting screen (grid type) can display a maximum of 1000 PLUs at the same time. Therefore, in case you have more than 1000 PLUs, click [Next PLU BLOCK] to display next block of 1000 PLUs. When you click [Next PLU BLOCK], the save message for the setting you did at the currently displayed screen will appear.
Page 74 Products / PLU (for each PLU) Category Authority Item Parameter PLU Code PLU Code 14 digits numeric code Text Normal item Text * 30 Characters text Display Text * 20 Characters text Key Text * 16 Characters text KP Text 1 * 30 Characters text KP Text 2 * 30 Characters text...
Page 75 / Stock count Key background color * (color) Font color * (color) Graphic image appeared on the key * (file name) (Windows\UP-X300\) (8 characters text) (selected from file) Menu Menu type Set PLU / Link / Normal Link PLU table #...
Page 76 Category Authority Item Parameter Stock Minimum stock Integer or 3 digits fractional Others Price change Enable / Disable Coupon object PLU code PLU code (or not specified) Repeat rounds * Yes / No (or not specified) Delete non-accessed record function Auto Delete / Not Text Recipe # Text Recipe #...
Page 77: Selective Plu
■ Selective PLU When you select Selective PLU from Products, the following window will firstly appear for specifying a start code for editing. You can search by text (PLU name), PLU Menu item or department number. Enter the text you want to search for, or select a PLU Menu or department number by displaying pull-down menu at the corresponding column, then click [Search].
Page 78: Menu Setting At Plu Programming
■ Menu Setting at PLU Programming Selecting Menu Setting at PLU Programming from Products module allows you to assign each PLU to PLU Menus. The same screen when you save new PLU settings will appear. By clicking at the target column, you can assign or release the setting. NOTE PLU’s which are assigned to a menu will be automatically added to the relevant menu screen of your front end terminal.
Page 79: Plu Happy Hour
■ PLU Happy Hour Your POS system provides a total of 20 different happy hour setting. Therefore, you can have 20 different price setting for happy hour functions. Selecting PLU Happy Hour from Products module allows you to program the happy hour prices for each PLU item. Products/PLU Happy Hour (for each PLU, for each Dynamic PLU) Category Authority Item...
Page 80: Plu To Revenue Center
■ PLU to Revenue Center Depending on a revenue center, you can select PLU items which are downloaded to each revenue center. Select Revenue Center in Products module. Specify “Use” for the selection. Products / PLU to Revenue center (for each Revenue Center) (for each PLU) Category Authority Item...
Page 81: Plu Modifier
■ PLU Modifier When the [MODIFIER n] key is touched before or after touching a PLU item which is set as PLU modifier and has a PLU modifier table number, the modifier PLU having the corresponding modifier number (n) in the table is registered instead of the PLU item. To operate the modifier PLU function, specify modifier number and modifier PLUs (tied PLU) for each PLU modifier table in PLU Modifier of Products module.
Page 82: Plu Modifier Text
■ PLU Modifier Text To operate the modifier PLU function, specify key texts for modifier PLUs in PLU Modifier Text of Products module. Modifier key texts should be separately set from normal PLU item key texts. Products / PLU Modifier Text (for each PLU modifier text (1-99)) Category Authority Item...
Page 83: Plu Stock
■ PLU Stock To check current stocks, select PLU Stock from Products module. Products / PLU Stock (for each Revenue center) (for each PLU) Category Authority Item Parameter PLU Stock Counter Revenue center Revenue center # (display only, Not change) PLU Code PLU Code (display only, Not change)
Page 84: Plu Stock Add
■ PLU Stock Add To add stock numbers to current stock number, select PLU Stock Add from Products module. Products/PLU Stock Add (for each Revenue center) (for each PLU) Category Authority Item Parameter PLU Stock Counter Revenue center Revenue center # (display only, Not change) PLU Code PLU Code...
Page 85: Plu Stock Sub
■ PLU Stock Sub To subtract stock numbers from current stock number, select PLU Stock Sub from Products module. Products/PLU Stock Sub (for each Revenue center) (for each PLU) Category Authority Item Parameter PLU Stock Counter Revenue center Revenue center # (display only, Not change) PLU Code PLU Code...
Page 86: Promotion
■ Promotion The POS system provides three types of promotion, mix and match, automatic modifier and happy hour. For mix and match, amount discount, % discount, free product, discount the cheapest item and selling price are available. Promotion of Products module allows you to program the following items for each promotion.
Page 87 Products / Promotion (for each Promotion) Category Authority Item Parameter Number Promotion Table Number (Integer)(1-99) Promotion Text SMA Normal Text 30 characters text Promotion Promotion type Amount Discount / %Discount / Free product / Discount the cheapest item / Selling Price / Automatic modifier / Happy Hour Mix &...
Page 88 Category Authority Item Parameter Mix & Match Item Kind 3 PLU / Department / Group (Global type / Individual type) Related item 3 : PLU Code PLU code (or not Specified) Related Item 3 : DEPT# or Group# Department# or Group# (1-99 / 0 : Not used) Item Kind 4 PLU / Department / Group...
Page 89 Category Authority Item Parameter Promotion Day of week : Thursday Enable / Disable timing Day of week : Friday Enable / Disable Day of week : Saturday Enable / Disable Day of week : Sunday Enable / Disable Month of year : January Enable / Disable Month of year : February Enable / Disable...
Page 90: Link Plu
■ Link PLU It is possible to link PLUs (linked or tied PLUs) with a PLU so that they are sold with a single key operation of the link PLU key. However, the number of links is a maximum of five. Selecting Link PLU from Products module allows you to specify 5 linked (tied) PLUs for each link PLU.
Page 91: Combo
20 Characters text Key Text 16 characters text KP Text 1 30 characters text KP Text 2 30 characters text KP Bitmap Text 30 characters text Key background color (color) Font color (color) Graphic image appeared on the key (file name) (Windows\UP-X300\)
Page 92 Category Authority Item Parameter Assigned PLU SPV Assigned PLU code 1 PLU Code (or Not Specified) Assigned PLU unit price 1 (price) Assigned PLU unit up charge price 1 (price) Up charge 1 Normal text 30 characters text Up charge 1 KP text 1 30 characters text Up charge 1 KP text 2 30 characters text...
Page 93 Category Authority Item Parameter Printing Print station (KP) 1 through 9 KP # (1-99 / 0 : not used / 100 : RP Modifier (For KP1 only)) Kitchen printer TYPE Addition (If not specified, this setting is referred / Single/Double by following order : KP) / Addition+Single / Double Addition...
Page 94: Set Plu
■ Set PLU Selecting Set PLU from Products allows you to specify linked (tied) PLUs and their adjusted prices for each set PLU. A maximum of 20 linked PLUs and their adjusted prices are programmable for each set PLU. Also for the With function, a condiment table can be specified. Products / Set PLU (for each Set PLU (1-n)) Category Authority Item...
Page 95: Plu Menu
■ PLU Menu For PLU Menu function, program the following items for each PLU menu in PLU Menu of Products. • PLU Menu text - Normal text/Key text • Key setting - background color/font color/graphic image appeared on the key •...
Page 96 16 Characters text Key background color (color) Font color(for each linked PLU) (color) Graphic image appeared on the key (file name) (\Windows\UP-X300\) (selected from file) PLU Text Normal item Text * 30 Characters text Display Text * 20 Characters text...
Page 97 Category Authority Item Parameter PLU Payment SIF/SICS * SIF / SICS / Normal (or not specified) Taxable 1 through 10 * Yes / No (or not specified) VIP 1 sales * Yes / No (or not specified) VIP 2 sales * Yes / No (or not specified) VIP 3 sales *...
Page 98 Category Authority Item Parameter PLU Scale Scale * Compulsory / Enable / Inhibited (or not specified) Tare table number * Tare table # (1 - 9 / 0 : not used) (or not specified) PLU KVM KVM control character * 00h - FFh (or not specified) *1 If not specified, this setting is referred by following order : Department / Group...
Page 99: Condiment List
■ Condiment List For each condiment table, program the following items in Condiment List of Products module. • Condiment text: Guidance text for entering condiment keys, such as HOW COOK? or POTATO? • Repeat times (number of compulsive entries) • Maximum number of entries for multiple selection •...
Page 100: Unformatted Barcode Plu Link
■ Unformatted Barcode PLU Link While UPC-A, UPC-E, EAN-13 and EAN-8 codes are directly treated as PLUs when they are scanned by the barcode reader, NW-7, CODE128, CODE39 and Interleaved 2 of 5 codes should have been linked to PLU codes prior to be scanned. When a code is scanned, its linked PLU code is registered. Selecting the Unformatted Barcode PLU Link from Products allows you to link those codes to PLUs.
Page 101: Learning
■ Learning To operate the PLU/EAN learning functions, program the following items in Learning of Products module. Products / Learning Category Authority Item Parameter Learning Learning function Yes / No Store learning PLU data for Yes / No Dynamic PLU file Delete Method Auto / Manual Delete period...
Page 102: Dynamic Plu
■ Dynamic PLU PLU items data created in the PLU/EAN learning function are stored in the dynamic PLU file. The data stored in the file can be edited in the same manner as PLU items in PLU of Products module. To edit programming data stored in the dynamic PLU file, select Dynamic PLU from Products module.
Page 103: Ean Non Plu
■ EAN Non PLU You can program EAN non-PLU code format in EAN Non PLU of Products module. EAN-13 type EAN-8 type Flag Free format Free format (02 or 20-29) Flag Price check digit Field 1 Field 2 Free format area Products / EAN Non-PLU (for each EAN Non-PLU table) Category Authority Item...
Page 104: Tare Table
■ Tare Table Selecting Tare Table from Products module allows you to set tare weights for scale entry. Products / Tare Table Category Authority Item Parameter Tare table Tare Table 1 through 9 (weight)
Page 105: Recipe
Recipe ■ Module list Recipe Recipe Sales Item projection PLU ■ Recipe When the [RECIPE] key is touched after selecting a PLU item, the recipe message whose number is assigned to the PLU item can be displayed. Recipe message for each recipe number can be programmed in Recipe of Recipe module. Recipe / Recipe (for each Recipe (1-n)) Category Authority Item...
Page 106: Sales Item Projection Plu
■ Sales Item projection PLU Selecting Sales Item projection PLU of Recipe module allows you to set PLUs subjected to sales item projection which is used for sales item projection report. The sales amount and quantity of each PLU specified here (up to 25 PLUs) are stored everyday for one month, and the data is printed on the report. Recipe / Sales Item projection PLU (for each Sales Item projection PLU) (max 25 PLU)) Category Authority...
Page 107: Function
Function ■ Module List Function (-) Relationship % Relationship Group Discounts Group Discount Subtotal Text Free Text Waste No Sale Deposit (+) Deposit (-) Received on Account Paid Out Function Text...
Page 108 ■ (-) For each discount key [(-)n], program each item. Each discount key can be used for discount/premium for each selling item or discount/premium for subtotal amount. Function / (-) (for each (-) (1-n)) Category Authority Item Parameter Number (-) Number 1-99 (-) Text Normal Text (Max 30 characters)
Page 109: Relationship
■ (-) Relationship Specify PLU code, department number or group number which are subjected to a discount key. A maximum of 20 code or number can be specified for a discount key. Function / (-) Relationship (for each (-) (1-n)) Category Authority Item Parameter...
Page 110 ■ % For each percent key [(%)n], program each item. Each % key can be used for discount/premium for each selling item or discount/premium for subtotal amount. Function / % (for each % (1-n)) Category Authority Item Parameter Number % Number 1-99 %Text Normal Text...
Page 111: Relationship
■ % Relationship Specify PLU code, department number or group number which are subjected to a percent key. A maximum of 20 codes or numbers can be specified for a percent key. Function / (%) Relationship (for each (%) (1-n)) Category Authority Item Parameter...
Page 112: Group Discounts
■ Group Discounts A maximum of 99 discount/premium groups are available on your POS system. Each PLU/Department/ Group can belong to a maximum of nine discount/premium groups. Group discount/premium is performed when the [GROUP DISCOUNT n] key is touched on a POS terminal.
Page 113: Group Discount Subtotal Text
■ Group Discount Subtotal Text Selecting Group Discount Subtotal Text allows you to program discount/premium subtotal text. Function / Group Discount Subtotal Text (for each Group discount (1-n)) Category Authority Item Parameter Group Discount subtotal Text Group Discount Number 1-99 Normal Text 30 characters text Display Text...
Page 114: Free Text
■ Free Text To display free texts on POS terminals, program the following items for each free text. Function / Free text (for each Free text (1-n)) Category Authority Item Parameter Number Free Text Number 1-99 Free Text Normal Text 30 characters text Key Text 16 characters text...
Page 115: Vip
■ VIP The POS server provides a maximum of three VIP sale groups. In the VIP sale mode, the amount subjected to VIP sale will reduced zero with no affect to the totalizer, while VIP totalizer and PLU stock are calculated. For VIP sale, program the following items in VIP of Function module.
Page 116: Waste
■ Waste Program the following items in Waste of Function module for waste mode operation. NOTE You must also specify employees to whom waste mode operation is allowed. Function / Waste Category Authority Item Parameter Waste Waste stock adjustment Yes / No Waste Mode operation ignores Yes / No Condiment Compulsory...
Page 117: No Sale
■ No sale No sale operation can be execute by touching a cash key (complex key type) or [Nosale] key (exclusive key type). Program the following items in No sale of Function module for no sale operation. NOTE You must also specify employees to whom no sale operation is allowed. Function / No Sale Category Authority Item...
Page 118: Deposit (+)
■ Deposit (+) Program the following items in Deposit (+) of Function module for deposit operation in guest control. Function / Deposit(+) Category Authority Item Parameter Deposit(+) Text Normal Text 30 characters text Display Text 20 characters text Key Text 16 characters text Amount HALO...
Page 119: Deposit (-) (Deposit Refund)
■ Deposit (-) (Deposit refund) Program the following items in Deposit (-) of Function module for deposit refund operation in guest control. Function / Deposit(-) Category Authority Item Parameter Deposit(-) Text SPV Normal Text 30 characters text Display Text 20 characters text Key Text 16 characters text Amount...
Page 120: Received On Account (Ra)
■ Received on Account (RA) The POS system provides two types of Received on Account (RA) operation; allowing RA in cash payment or in mixed payment of cash, check and credit, which are selected in System Setting. For detailed programming for RA operation, select Received on Account of Function module. NOTE You must also specify employees to whom RA operation is allowed.
Page 121: Paid Out (Po)
■ Paid Out (PO) The POS system provides two types of Paid Out (PO) operation; allowing PO in cash payment or in mixed payment of cash, check and credit, which are selected in System Setting. For detailed programming for PO operation, select Paid Out of Function module. NOTE You must also specify employees to whom PO operation is allowed.
Page 122: Function Text
■ Function Text You can program a maximum of 30 characters for each function in Function Text of Function module. The texts are used for printing or viewing sales reports. Function / Function Text (for each Function Text) Category Authority Item Parameter Function Text Default Text (Display Only)
Page 123 Hash RF Gift VD GC NoP.VD GC P.VD Gift RF Gift RF CNG NOTURNVD NT NoP.VD NT P.VD NOTURNRT NOTURNRF TRANS CT VP CNT DRW CNT G.C. CNT Guest Bill CNT TRAY CNT ***PBAL CLK TRNS ***CID CA+CH ID CA+CH IS *CH ID CHARGE n (n: 1-99) *** CHARGE n- (n: 1 - 99) ***...
Page 124 IMEDIATE GLU OPEN TABLEE RECALL GLU SET COUNT DOWN INQUIRE MSG NON TURN REM CHARGE PRICE CHANGE CHANGE CONDIMENT CHANGE TARE UPDATE TIME-IN TIME-OUT BREAK-IN BREAK-OUT PAID BREAK-IN CUMULATED BILL PLU ST Hash TTL ST % TTL Item % TTL RA % TTL ST (-) TTL Item (-) TTL...
Page 125: Payment
Payment ■ Module list Payment Finalization Cash Check Charge/Credit Employee Charge Customer Charge Cashing a Check Service Final Hotel Transfer Check Change Cash Transfer Negative # Positive # Service Charge Gratuity Tip* Cash Tip Charge Tip Tip Paid Tip Transfer System Manual Tax Subtotal VAT...
Page 126: Cash
■ Cash Selecting Cash from Finalization of Payment module allows you to program cash keys ([CASH n]). Payment / Finalization / Cash (for Cash 1 - n) Category Authority Item Parameter Number Cash Number 1-99 Media Text Normal Text 30 characters text Display Text 20 characters text Key Text...
Page 127 Category Authority Item Parameter Account Balance (EFT Kind is determined by / EFT1 Device programming) / EFT2 / EFT3 / EFT4 / Noncompulsory EFT SETTING AUTH-ONLY / DIAL (Datatran only) / POSH-AUTH EFT TYPE GIFT CARD / CHECK (Datatran only) / DEBIT / CREDIT Card Number printing No / Yes...
Page 128: Check
■ Check Selecting Check from Finalization of Payment module allows you to program cheque keys ([CHECK n]). Payment / Finalization / Check (for Check 1 - n) Category Authority Item Parameter Number Check Number 1-99 Media Text Normal Text 30 characters text Display Text 20 characters text Key Text...
Page 129 Category Authority Item Parameter Account Balance (EFT Kind is determined by / EFT1 Device programming) / EFT2 / EFT3 / EFT4 / Noncompulsory EFT SETTING AUTH-ONLY / DIAL (Datatran only) / POSH-AUTH EFT TYPE GIFT CARD / CHECK (Datatran only) / DEBIT / CREDIT Card Number printing No / Yes...
Page 130: Charge/Credit
■ Charge/Credit Selecting Charge/Credit from Finalization of Payment module allows you to program credit keys ([CREDIT n]). Payment / Finalization / Credit (for Credit 1 - n) Category Authority Item Parameter Number Credit Number 1-99 Media Text Normal Text 30 characters text Display Text 20 characters text Key Text...
Page 131 Category Authority Item Parameter Account Balance (EFT Kind is determined by / EFT1 Device programming) / EFT2 / EFT3 / EFT4 / Noncompulsory EFT SETTING AUTH-ONLY / DIAL (Datatran only) / POSH-AUTH EFT TYPE GIFT CARD / CHECK (Datatran only) / DEBIT / CREDIT Card Number printing No / Yes...
Page 132: Employee Charge
■ Employee Charge Selecting Employee Charge from Finalization of Payment module allows you to program the employee charge key ([EMPL CHARGE]). Payment / Finalization / Employee Charge (only one programming) Category Authority Item Parameter Media Text Normal Text 30 characters text Display Text 20 characters text Key Text...
Page 133 Category Authority Item Parameter Account Balance (EFT Kind is determined by / EFT1 Device programming) / EFT2 / EFT3 / EFT4 / Noncompulsory EFT SETTING AUTH-ONLY / DIAL (Datatran only) / POSH-AUTH EFT TYPE GIFT CARD / CHECK (Datatran only) / DEBIT / CREDIT Card Number printing No / Yes...
Page 134: Customer Charge
■ Customer Charge Selecting Customer Charge from Finalization of Payment module allows you to program the customer charge key ([CUST CHARGE]). Payment / Finalization / Customer Charge (only one programming) Category Authority Item Parameter Media Text Normal Text 30 characters text Display Text 20 characters text Key Text...
Page 135 Category Authority Item Parameter Account Balance (EFT Kind is determined by / EFT1 Device programming) / EFT2 / EFT3 / EFT4 / Noncompulsory EFT SETTING AUTH-ONLY / DIAL (Datatran only) / POSH-AUTH EFT TYPE GIFT CARD / CHECK (Datatran only) / DEBIT / CREDIT Card Number printing No / Yes...
Page 136: Cashing A Check
■ Cashing a Check Program the following items for each of check keys allowing cashing a check operation ([CHECK n]) in Cashing a Check of Finalization in Payment module. NOTE You must also specify employees to whom cashing a check is allowed. Payment / Finalization / Cashing a Check (for Check 1-n) Category Authority Item...
Page 137 Category Authority Item Parameter POSITIVE# Check Yes / No (Account balance only) Number of Authorization Receipt 0 - 9 (Datatran / Account balance) Receipt Print LALO (Datatran) (Amount)
Page 138: Service
■ Service Selecting Service from Finalization of Payment module allows you to program the service key for guest check temporary finalization. Payment / Finalization / Service Category Authority Item Parameter Media Text Normal Text 30 characters text Display Text 20 characters text Key Text 16 characters text Printer...
Page 139 Category Authority Item Parameter Account balance kind Card Reader Compulsory (Account balance only) / Offline Compulsory / Online Compulsory NEGATIVE# Check Yes / No (Account balance only) POSITIVE# Check Yes / No (Account balance only) Number of Authorization Receipt 0 - 9 (Datatran / Account balance) Receipt Print LALO (Datatran) (Amount)
Page 140: Final
■ Final Selecting Final from Finalization of Payment module allows you to program the final key for guest check temporary finalization. Payment / Finalization / Final Category Authority Item Parameter Media Text Display Text 20 characters text Key Text 16 characters text Printer Compulsory Receipt issue Yes / No...
Page 141 Category Authority Item Parameter Account balance kind Card Reader Compulsory (Account balance only) / Offline Compulsory / Online Compulsory NEGATIVE# Check Yes / No (Account balance only) POSITIVE# Check Yes / No (Account balance only) Number of Authorization Receipt 0 - 9 (Datatran / Account balance) Receipt Print LALO (Datatran) (Amount)
Page 142: Hotel Transfer
■ Hotel Transfer Selecting Hotel Transfer from Finalization of Payment module allows you to program the hotel transfer key for guest check control. Payment / Finalization / Hotel Transfer Category Authority Item Parameter Media Text Normal Text 30 characters text Display Text 20 characters text Key Text...
Page 143: Check Change
■ Check Change Selecting Check Change from Finalization of Payment module allows you to program the cheque change operation. Payment / Finalization / Check Change Category Authority Item Parameter Check change SPV Normal Text 30 characters text HALO (amount)
Page 144: Cash Transfer
■ Cash Transfer Program the following items in Cash Transfer of Finalization in Payment module for cash transfer operation. NOTE You must also specify employees to whom cash transfer operation is allowed. Payment / Finalization / Cash transfer Category Authority Item Parameter Cash Transfer SPV...
Page 145: Negative
■ Negative # Program a negative code for each negative number in Negative# of Finalization in Payment module. Payment / Finalization / Negative# (for each Negative# ) Category Authority Item Parameter Negative# Negative Code 20 digits numeric code...
Page 146: Positive
■ Positive # Program a positive code for each positive number in Positive# of Finalization in Payment module. Payment / Finalization / Positive# (for each Positive# ) Category Authority Item Parameter Positive# Positive Code 20 digits numeric code...
Page 147: Service Charge
■ Service Charge You can have either amount threshold or guest number (cover count) threshold to apply service charge. Each threshold can have three levels of threshold, and amount or rate service charge is applicable and apply tax to the charge amount/rate. Therefore, a total of 4 types are available: •...
Page 148: Gratuity
■ Gratuity You can have either amount threshold or guest number (cover count) threshold to apply gratuity. Each threshold can have three levels of threshold, and amount or rate gratuity is applicable and apply tax to the charge amount/rate. Therefore, a total of 4 types are available: •...
Page 149: Cash Tip
■ Cash Tip Program the following items in Cash Tip of Tip in Payment module for cash tip operation. NOTE You must also specify employees to whom cash tip operation is allowed and also compulsory or noncompulsory when allowed. Payment / Tip / Cash Tip Category Authority Item...
Page 150: Charge Tip
■ Charge Tip Program the following items in Charge Tip of Tip in Payment module for charge tip operation. NOTE You must also specify employees to whom charge tip operation is allowed and also compulsory or noncompulsory when allowed. Payment / Tip / Charge Tip Category Authority Item...
Page 151: Tip Paid
■ Tip Paid Program the following items in Tip Paid of Tip in Payment module for tip paid operation. NOTE You must also specify employees to whom tip paid operation is allowed. Payment / Tip / Tip Paid Category Authority Item Parameter Tip Paid Text...
Page 152: Tip Transfer
■ Tip Transfer Program the following items in Tip Transfer of Tip in Payment module for tip transfer operation. NOTE You must also specify employees to whom tip transfer operation is allowed. Payment / Tip / Tip Transfer Category Authority Item Parameter Tip Transfer Text...
Page 153: System (In Tax)
■ System (in Tax) As the system setting for your tax system, program the following items in System of Tax in Payment module. Payment / Tax / System Category Authority Item Parameter Tax System Taxable subtotal Net only /Gross & Refund Calculation timing Auto / Manual Print tax on the receipt when tax is 0...
Page 154: Tax
■ Tax For the automatic VAT/tax system, program the following items in Tax of Tax in Payment module. NOTE Tax table is for US tax system. Payment / Tax / Tax (for each tax (1-10)) Category Authority Item Parameter Number Tax Number (1 -10) Tax Text...
Page 155: Manual Tax
■ Manual Tax For the manual VAT/tax system, program the following items in Manual Tax of Tax in Payment module for tax calculation. Payment / Tax / Manual Tax Category Authority Item Parameter Manual Tax Text Normal Text 30 characters text Key Text 16 characters text Setting...
Page 156: Subtotal Vat
■ Subtotal VAT For the [SubtotalVAT] key operation, program the following items in Subtotal VAT of Tax in Payment module. Payment / Tax / Subtotal VAT Category Authority Item Parameter SBTL VAT Text Normal Text 30 characters text Key Text 16 characters text Setting % Rate...
Page 157: Tax Shift
■ Tax Shift For each tax shift status, program the following items in Tax Shift of Tax in Payment module. Payment / Tax / Tax Shift (for each Tax shift (1- 10)) Category Authority Item Parameter Number Tax Shift Number (1-10) Tax Shift Text Normal Text...
Page 158: Conversion
■ Conversion Program the following items for each of currency exchange keys ([EXCHANGE n]) in Conversion of Payment module. Payment / Conversion (for each Conversion (1-9)) Category Authority Item Parameter Number Conversion Number (1-9) Conversion Text Normal Text 30 characters text Display Text 20 characters text Key Text...
Page 159: Euro
■ Euro When your country newly introduces EURO currency, program the following items for EURO migration operation in Euro of Payment module. NOTE Some items are automatically changed by automatic EURO migration operation. For details of EURO migration functions, please refer to the EURO Migration Function section. Payment / Euro Category Authority...
Page 160: Employee
Employee ■ Module list Employee Employee Employee Function Contactless Clerk Key Time Edit Terminal Selection Authority Authority Text Commission Commission Team Commission Even Commission...
Page 161: Employee
■ Employee Selecting Employee from Employee module allows you to program the following items for each employee: Employee personal information • Employee code • Name • Clerk code for those whom operating POS servers • Password for clerk code Working location •...
Page 162 Employee / Employee (for each employee) Category Authority Item Parameter Employee Employee Code 22 digits numeric code (Employee Code is used to log in) Name 16 characters text (Long name (full name) for employee control and Back-/Head office usage.) Clerk Code 4 digits numeric code (Clerk Code is used to sign on by code or key)
Page 163 Category Authority Item Parameter Sales for Employee sales limitation (amount) employee (Once the employee reached their (0 : unlimited) LIMITATION preset, error occurs.) Commission Commission rate (% rate) (This rate determines how many % of (0.000 - 100.000) his realized commission groups total is his real commission.) Net sales % (% rate)
Page 164: Employee Function
■ Employee Function Selecting Employee Function from Employee module allows you to program availability of POS functions for each employee. Employee / Employee Function (for each employee) Category Authority Item Parameter Employee Employee Name (Display only) Password Yes / No Reason Yes / No Programming...
Page 165 Category Authority Item Parameter Employee Department shift n Allowed / Disallowed Function (for each Department shift) Last item void Allowed / Disallowed Non-printed item void Allowed / Disallowed Printed item void Allowed / Disallowed Subtotal void Allowed / Disallowed Void mode Allowed / Disallowed Refund Allowed / Disallowed...
Page 166 Category Authority Item Parameter Employee Without gratuity Allowed / Disallowed Function Subtotal Allowed / Disallowed MDSE ST Allowed / Disallowed Taxable ST Allowed / Disallowed Differ ST Allowed / Disallowed Manual tax Allowed / Disallowed Subtotal VAT Allowed / Disallowed Tax delete Allowed / Disallowed Tax shift...
Page 167: Contactless Clerk Key
■ Contactless Clerk Key When using contact clerk keys for clerk sign-on/off operation, specify the contact clerk key identification number for each contactless clerk key and assign an employee who uses the key in Contactless Clerk Key of Employee module. Employee / Contactless Clerk key (for each Contactless Clerk key ID) Category...
Page 168: Time Edit
■ Time Edit The time edit function is provided to modify the employees working time. When you select Time Edit from Employee module, the following windows will open. Select the target employee and target date to display the employee’s time records. You can edit time-in and time-out clock records.
Page 169: Terminal Selection
■ Terminal Selection Selecting Terminal Selection from Employee module allows you to assign a POS terminal for each employee. Employee / Terminal Selection (for each Employee) Category Authority Item Parameter Terminal Selection Employee Number 22 digits numeric code Terminal Number (1-9999)
Page 170: Authority
■ Authority Selecting Authority from Employee module allows you to set authority level, password and reason code to POS functions. NOTE The Authority Level texts are decided in Authority Text of Employee module. Employee / Authority (for each function ) Category Authority Item...
Page 171 Category Authority Item Parameter Function Department shift n (for each department shift) Last item void Non-printed item void Printed item void Subtotal void Void mode Refund Return Waste mode Price change - Price change mode Price change - Price change during transaction Price change function in Price change...
Page 172 Category Authority Item Parameter Function Without gratuity Subtotal MDSE ST Taxable ST Differ ST Manual tax Subtotal VAT Tax delete Tax Shift Foreign currency drawer open Cash n (for each Cash) Check n (for each Check) Charge/Credit n For each item program authority level, special (for each Charge/Credit) password and reason...
Page 173: Authority Text
■ Authority Text Selecting Authority Text from Employee module allows you to program authority text to each authority level number. A maximum of 256 authority level numbers from 0 to 256 are available. Employee / authority text (for each authority level (0-255)) Category Authority Item...
Page 174: Commission
■ Commission Commission rates for commission groups (1 to 9) can be specified in Commission of Employee module. Employee / Commission / Commission Category Authority Item Parameter Commission Commission Group Number (1-9) Commission Text (30 Characters text) Commission rate (% rate) (0.000 - 100.000)
Page 175: Team Commission
■ Team Commission For each team for team commission, the clerk code, the employee codes consisting the team (a clerk should be included), and commission rate should be programmed in Team Commission of Commission in Employee module. Employee / Commission / Team commission (for each Team) Category Authority Item...
Page 176: Event Commission
■ Event Commission For each event, revenue center, area number and table numbers where the event is held, the employee number, and commission rate should be programmed in Event Commission of Commission in Employee module. Employee / Event commission (for each Event ) Category Authority Item...
Page 177: Others
Others ■ Module list Others Drawer Alarm Training Text Reason Codes ■ Drawer Alarm To warn a clerk that the drawer is left open, the drawer can sound an alarm when a specified period has passed. Set the period at the Drawer Alarm of Others module. NOTE Open Alarm Counter base time is for USA type POS system.
Page 178: Training Text
■ Training Text Selecting Training Text of Others allows you to program training mode text. Others / Training text Category Authority Item Parameter Training text Normal Text 30 characters text...
Page 179: Reason Codes
■ Reason Codes Reason codes can be applied to some functions, and for each reason code, you can program text of reason code in Reason Codes of Others. Others / Reason Codes (for each Reason Code) Category Authority Item Parameter Reason Codes Reason Code (1-9999)
Page 180: Customer
Customer ■ Module list Customer Customer Customer Function ■ Customer For customer management, the customer code, name, address and the limit amount for charge tender can be set for each customer in the Customer module. NOTE Customer code format depends on the programming at Customer Function described below. Customer / Customer (for each customer (1-n)) Category Authority...
Page 181: Customer Function
■ Customer Function For overall customer management, program customer data format, delete period of customer information and customer code format in the Customer Function module. Customer / Customer Function Category Authority Item Parameter Customer Function MA Customer data Total / Detail Delete period for customer (Months) (1 - 99 / 0 : not delete)
Page 182: Report Formats
Report Formats ■ Module list Report Formats End of Day End of Day Period 1 End of Day Period 2 End of Day Daily Reports End of Day Reports Period 1 End of Day Reports Period 2 Starting Cash Memory Compulsory Cash Declaration ■...
Page 183: End Of Day Period 1
■ End of Day Period 1 Selecting End of Day Period 1 from Reports Formats allows you to setup period 1 for periodic reports issued at the End of Day operation. Report Formats / End of Day Period 1 Category Authority Item Parameter Period 1...
Page 184: End Of Day Period 2
■ End of Day Period 2 Selecting End of Day Period 2 from Reports Formats allows you to setup period 2 for periodic reports issued at the End of Day operation. Report Formats / End of Day Period 2 Category Authority Item Parameter Period 2...
Page 185: End Of Day Daily Reports
■ End of Day Daily Reports Selecting End of Day Daily Reports from Reports Formats allows you to setup daily report format issued at the End of Day operation. When you select End of Day Daily Reports, the following window will open. Click a report title, and click Issue Setting, the following window will open.
Page 186: End Of Day Reports Period 1
■ End of Day Reports Period 1 Selecting End of Day Reports Period 1 from Reports Formats allows you to setup periodic 1 report format issued at the end of day operation. The procedure for setting is as the same as the procedure explained in the previous section. Please refer to the previous page.
Page 187: Starting Cash Memory
■ Starting Cash Memory Select compulsory or noncompulsory entry of starting cash memory in Starting Cash Memory of Reports Formats. Report Formats / Starting Cash Memory Category Authority Item Parameter SCM Compulsory Compulsory for all clerks / Compulsory for an individual clerk / Noncompulsory Entry of SCM(+) Enable / Disable...
Page 188: Compulsory Cash Declaration
■ Compulsory Cash Declaration For compulsory cash declaration (CCD) operation, program the following items in Compulsory Cash Declaration of Reports Formats. Report Formats / Compulsory Cash Declaration Category Authority Item Parameter CCD Compulsory Inhibit / By Clerk report / By Terminal report Selection of objects for CCD X report / Z report CCD report...
Page 189: Pos Program Reports
POS Program Reports ■ Module list POS Program Reports POS Programming Programming Restriction Maintenance Data List You can view or print the settings in POS Programming module. Select POS Programming, Programming Restriction or Maintenance Data List to view or print. When you select POS Programming module, the following window will open.
Page 190: Key Programming
Key Programming Before starting key programming To operate POS terminals, you must assign keys on the screens which are called key layout screens, and relate the screens to the basic screens such as sign on screen, sign off screen and registration screen.
Page 191: Outline For Creating Keys On Screens
■ Outline for creating keys on screens Making a new key layout screen: Select the free key layout module. Create a new key layout screen in the screen selection mode of the free key layout module. Allocate several key areas to the selected key layout screen, and specify key area properties such as number of keys and key color for each key area in the key area edit mode of the free key layout module.
Page 192: Free Key List
■ Free key list TEN KEY 0 thru 9 Used to enter a numeric data. (0 thru 9) Used to enter a numeric data. (00) Used to enter a numeric data. (000) Used to enter a Used to enter a fractional part. Used to clear the entered data (amounts/rates/ parameters, etc.) and the error state.
Page 193 ITEM PLU/SUB Specifies a PLU code entered. PLU Name Searches PLU item by name. WITH Adds a tied PLU for combo or set PLU. WITHOUT Deletes a tied PLU from a combo or set PLU. OPEN TARE Allows tare weight entry. PRICE CHANGE Changes the price of an item.
Page 194 FUNCTION GD SFT # Allows group discount shift. GROUP DSC# Allows group discount. PAYMENT TAX SBTL (For US tax system) TAX SHIFT Allows a tax shift. (Tax Shift n) EXCHANGE(EX n) Allows finalization by a foreign currency. CASH (Cash n) Allows cash n finalization.
Page 195 PRINTING RCP SF Allows a receipt shift. Allows a validation print. BILL Allows to print a bill. RCPT Allows a receipt print. G.C.RCPT Allows to print a guest check receipt. E.BILL Allows to print a entertainment bill. G.C. COPY Allows a guest check copy. C.BILL Allows to print a cumulated bill.
Page 196: Free Key Layout
In the key editing mode, finally you allocate/edit keys on the key areas. Operation in each mode is explained below section. You can select a mode at the drop down menu on the tool bar. Screen For UP-X300, select UP-X300.
Page 197: Screen Selection Mode
■ Screen selection mode When you select the screen selection mode, the screen list appears at the left side and a key layout screen selected appears as the following example. To exit: Execute Edit in the File menu. To create a new directory and screen: Select a directly (ex.
Page 198 To select an existent screen: Click the screen name at the left side. The selected key layout screen will appear at the right side. To edit a screen/directory: To delete a screen/directory, select it at the left side and execute Delete in the Edit menu. The confirmation window will appear.
Page 199 To edit a screen property: Select the target screen name and execute Property in the Edit menu. The following window will open. You can edit the screen name and screen background color. Also at the column of Screen list, you can specify the screen to be returned when an operation is completed on the screen currently selected.
Page 200: Key Area Editing Mode
■ Key area editing mode When you select the key area editing mode, the area list appears at the left side and a key layout screen selected in the screen selection mode appears as the following example. Key area list Key layout screen edit window: You can allocate standard key areas.
Page 201 For the key area list itself, you can execute the following operations: To add a directory to the customized tab list: Make sure the customized tab is selected, and select the target directory (ex. Area List) and execute Add in the Edit menu. The new directory window opens, where you enter the new directory name.
Page 202 Drag an edge of the area to enlarge the area to get the desired area size. Repeat the operation to enlarge the area to other direction. Also you can move the area. Repeat the step 1 and 2 to allocated all the areas you want. To edit a key area: To delete a key area;...
Page 203 To edit a key area property: Double-click the target area, or select the target key area and execute Property in the Edit menu. The following window will open. You can edit the following setting: For all areas: Area position (horizontal/vertical) Area size (horizontal/vertical) For normal key area and item key area: •...
Page 204: Key Editing Mode
■ Key editing mode When you select the key editing mode, the key list appears at the left side and a key layout screen selected in the screen selection mode appears as the following example. Key list Key layout screen Key List At the key list, you have three tabs, Key tab, Item tab and PLU Menu tab.
Page 205 To edit key property (in the key list): The settings done in the property are assigned to the selected key as the default settings only when a new key is selected. These setting does not affect to the keys which are already allocated to normal/ item key area.
Page 206 Key layout screen (in the key editing mode) You can allocate/edit keys on the normal key areas and item key areas in the key editing mode. To allocate a key to an area: Drag a target key from the key list and drop it to the a target area at the right side window. If a key exists on the target area, the key is deleted and new key will be set.
Page 207 To edit a key property (in the layout screen): Select the target key at the right side window and execute Property in the Edit menu, or double-click the key. The following window will open. You can edit the following setting: •...
Page 208: Area Layout
Area Layout To create table layout screens, select Area Layout from Key Programming. The area layout screen can be created for each area. Outline to create a new area layout screen Open a new area layout screen. Arrange tables on the area layout screen. Edit table properties Edit floor properties When you select Area Layout, an area layout list window will appear.
Page 209: Opening/Selecting/Editing Area Layout Screen
■ Opening/Selecting/Editing area layout screen Click the Layout tab, and operate the corresponding operation. To open a new area layout screen: Click the target directory (ex. a revenue center name). Select Add in the Edit menu. New area is created under a name such as Area #003. To select an existent screen: Click the target area name at the left side.
Page 210 To edit properties of an area: Click an area name at the left side, and select Property in the Edit menu or double-click the name. The following window will open. You can edit the following setting: • Floor size (width/height) •...
Page 211: Editing Objects (Tables) At A Table Layout Screen
■ Editing objects (tables) at a table layout screen After selecting a table layout screen at the screen tab, click the object tab. To add objects in the object tab: Select Add in the Edit menu. The new object load window will open. Select the target bitmap image file to load a new object.
Page 212 To edit the properties of objects in the object tab: You can specify properties of an object as default settings of the object (table), while properties of each object can be set at the table layout screen. Click an object in the object tab, and select Property in the Edit menu, or double-click the object. The following window will open.
Page 213: Arranging/Editing Tables On The Table Layout Window
■ Arranging/editing tables on the table layout window To allocate/edit keys on the table layout window: Drag a target object from the tab and drop it to the a target area at the table layout window. • Properties of a table such as size of table, table number, number of seats can be programmed by executing Property.
Page 214 To edit properties of objects: Select the target object and execute Property in the Edit menu, or double-click the object. The following window will open. You can edit the following setting: • Object type (table or other object) • Object image size (width/height) •...
Page 215: Floor Setting
■ Floor setting You can edit table attribution (smoking status, table availability, guest/check counter information), and setting of table stages. Operation Execute Floor Setting in the Tool menu. The floor setting window will appear. As the default tab, the attribute setting window is open. Attribute tab Color tab Attribute setting:...
Page 216 Color setting: Click the color tab, the color setting window will open. Click a target surface color, border color to change color, the color window will open. Click the target color and click [OK] to select the color. To create custom color, click [Define]. For the border selection, click the arrow, the pull-down menu will appear.
Page 217: Screen Relationship
■ Screen Relationship After you create screens, you must relate those screens. Select Screen Relationship from the Key Programming. The screen relation programming screen will appear as shown in the screen example. Screen Relation tab System B.S. Screen* Terminal Terminal n (name) Reopen Guest Check* Time Zone n (name) Sign On Screen*...
Page 218 To relate screens, firstly select a screen at the Screen Relation tab, and select a screen to be related in the Key Layout tab. Selected screen will be displayed at the middle area. To release a relation, select the target relation and execute Release in the Edit menu. To change the relation, operate in the same manner as you relate screen.
Page 219: Macro Key
Macro key To program a macro key, select Macro Key from Key Programming. If you program frequently performed key operations for macro keys, you can enter those key operations simply by touching the corresponding macro keys in key operations. There is no limitation for the number of key operations, but keys that can be included in the auto key sequences are limited to the following keys;...
Page 220: Programming A Macro Key
■ Programming a macro key Tab menu Macro key name Key sequence list List of the keys of the selected tab Macro key name: The currently selected macro key name with its key number which is given automatically is shown. To select other key, click the arrow, the pull-down menu will appear.
Page 221 Select a tab to open its key list, and double-click a key from the list to select the key. The key is put in the key sequence list. To delete an item from the list, select the item and click [Macro Item Delete]. Repeat the step 3 to enter another key.
Page 222: Plu Menu Key
PLU Menu Key Selecting PLU Menu Key from Key Programming allows you to allocate PLU menu item keys on screens. ■ Before programming PLU Menu keys Using a PLU menu key, you can categorize several keys. For example, you categorize coffee, tea, milk and orange juice as a menu of soft drink.
Page 223: Programming Keys Linked To Menu Keys
In the key editing mode, you can edit the PLU Menu item keys allocated in the Menu selection mode. This mode appears only after you select a PLU Menu in the Menu selection mode. Screen For UP-X300, select UP-X300. To view or print: Select View or Print in the File menu.
Page 224: Screen Selection Mode
■ Screen selection mode When you select the screen selection mode, the screen list appears at the left side and a key layout screen selected appears at the right side as the following example. To select a key layout screen: Click the screen name at the left side.
Page 225: Plu Menu Selection Mode
■ PLU Menu selection mode When you select PLU Menu selection mode, the PLU Menu list appears at the left side and a key layout screen selected in the screen selection mode appears at the right side as the following example. To select a PLU Menu, click the PLU Menu in the list.
Page 226 To edit properties of PLU Menu key: Select the target PLU Menu from the list and execute Property in the Edit menu or double-click the PLU Menu. The card type editor for the PLU Menu selected will open. For details of properties you can set, please refer to “PLU Menu”...
Page 227: Key Editing Mode
■ Key editing mode When you select the key editing mode, the key list, which is the same window appeared in the free key layout option, appears at the left side and a key layout screen displayed in the PLU Menu selection mode appears at the right side as the following example.
Page 228 To edit properties of PLU Menu item keys: Select the target key at the key layout screen and execute Property in the Edit menu, or double-click the key. The Edit key property window will open. You can edit the following setting: •...
Page 229: Condiment Key
In the condiment selection mode, you select a condiment text (guidance for selecting a condiment). In the key editing mode, finally you allocate the condiment keys linked to the selected condiment text. Screen For UP-X300, select UP-X300. To view or print: Select View or Print in the File menu.
Page 230: Screen Selection Mode
■ Screen selection mode When you select the screen selection mode, the screen list appears at the left side and the key layout screen selected appears as following example. To select a screen: Select the screen name from the screen list at the left side. The selected key layout screen will appear at the right side.
Page 231: Condiment Selection Mode
■ Condiment selection mode When you select condiment selection mode, the condiment text list appears at the left side and a key layout screen selected in the screen selection mode appears at the right side as the following example. Condiment text list Key layout screen Condiment list To select a condiment text, click the condiment in the list.
Page 232: Key Editing Mode
■ Key editing mode When you select the key editing mode, the item list appears at the left side and a key layout screen displayed in the condiment selection mode appears at the right side as the following example. Item list Key layout screen To edit properties of condiment items: The settings done in the property are assigned to the selected condiment keys as the default settings...
Page 233 To allocate condiment keys in the key layout screen (item key area) Drag a target key from the item list and drop it to a target area at the right side window. NOTE • To change a page, left-click the page change key (bar type or key type). •...
Page 234: Appearance Table
Appearance Table Number (Integer) (1-9999) Text Appearance Text (12 Characters) Key Shape Rectangle / Circle, / Rounded Rectangle Key font (font name) Area Key area Background color (color) Key area Frame type Flat / Convex / Concave Terminal Wallpaper (\Windows\UP-X300\) (file name)
Page 235: Pop Up Window
Pop Up Window Selecting Pop Up Window from Key Programming allows you to select the use of [1/2] keys on the pop up window. Category Authority Item Parameter Pop Up Window SMA “1/2” key exist Yes / No...
Page 236: Compulsory Cash Keypad
Compulsory Cash Keypad Selecting Compulsory Cash Keypad from Key Programming allows you to program the keypad for compulsory cash declaration (CCD) operation for each CCD line. Category Authority Item Parameter CCD Keypad Line Number (1-99) Text (30 characters Text) Media type Cash / Check /Ex Media Number (1-255)
Page 237: Key Program Reports
Key Program Reports ■ Module List Key Program Reports Area Layout Screen Relationship Macro Key PLU Menu Key Condiment Key Appearance Table Pop Up Window Compulsory Cash Keypad You can view or print the settings in Key Programming module. Select a module you want to view or print.
Page 238: Floor Management
Floor Management Floor Management module allows you to manage each sections of your restaurants. ■ Module list Floor Plan: You can setup tables according to various events or situation. Change Section Plan: You can change your section plan; number of clerks serving in each section during each time zone.
Page 239: Floor Plan
Floor Plan Select Floor Plan module from Floor Management. A floor plan screen will appear. Tab list Plan Floor plan list appears. Under each area name, floor plans are listed. Section Section plans list appears. To exit: Select Exit from the File menu. Creating/Deleting/Renaming a floor plan: Click a floor plan name (ex.
Page 240 Selecting a floor plan Click the Plan tab, and a floor plan list appears. Then select the target floor plan, and the selected floor plan appears at the floor plan edit window. Setting section plans at the floor plan edit window Select a section at the section tab and select tables, selected tables are set as the selected section.
Page 241: Change Section Plan
Change Section Plan You may change your section plan during the day according to the numbers of employees available on the floor for each room. When you select the Change Section Plan from Floor Management, and select an area (ex. Room 1) from the left side window, the corresponding section plan screen will appear.
Page 242 Assigning clerks You can assign clerks to the sections at the assignment list. You can assign a clerk to multiple sections and also multiple clerks to a section. Click the toggle button to display the clerk assignment list. The screen like the sample below will appear.
Page 243: Change Table Attribute
Change Table Attribute Select Change Table Attribute from Floor Management, allows you to change table attribution (availability/smoking status/table join status). Availability/smoking/join buttons Select an area (ex. Room 1) at the left side of window, the corresponding area will appear. Table availability Click the availability button, then click a target table.
Page 244 Table join status Touch the join button and left-click two target tables as specified below. Join two tables: Join button ➞ new table ➞ new table Join more than two tables: Join button ➞ joined table (the second table clicked) ➞ new table Release table: Join button ➞...
Page 245: Table Reservation
Table Reservation When you select Table Reservation from Floor Management, the reservation list screen will open. At the left side, a room list is shown. At the right side, table layout of the selected area is shown. Also a reservation list of the selected revenue center or area is shown when Reservation List is selected in the View menu.
Page 246 Table layout screen At a table layout screen, following information is displayed. Table layout of selected room Table number Number of seats Table status (seat availability, smoking status and table join status) When you left-click at a table on the table layout screen, the following window will open. You can make a reservation for a guest.
Page 247: Table Verification
Table Verification Selecting Table Verification from Floor Management allow you to view current status of your restaurant floor plan. You can view current status of • floor plan • table status • table attribute • table reservation status...
Page 248: Floor Management Reports
Floor Management Reports Selecting Floor Management Reports from Floor Management allows you to view or print each report of floor plan, section plan and table attribute and table reservation. Select a target report from Floor Management Reports. For operation details, please refer to Viewing/Printing programming settings section.
Page 249: Pos Device Programming
POS Device Programming Selecting POS Device Programming module allows you to modify the device programming. ■ Module list Device Programming Allows you to program the connecting physical device to logical device Printer Definition Allows you to add the new type POS printer which POS system isn’t support.
Page 250: Device Programming
Device Programming When you select Device Programming from POS Device Programming, the device programming screen will open as shown below as an example. At the window, you can relate logical devices to physical devices. Logical device list Device relation window ■...
Page 251 Logical Device Kind Physical Device Connection System EFT 1, EFT 2 DSI Client X TCP/IP (for all terminal) ElPay TCP/IP Kitchen Video Monitor Progressive TCP/IP (controller) Logwood TCP/IP (file base) TCP/IP CCTV TCP/IP Fidelio TCP/IP File Base TCP/IP (file base) Terminal Receipt Printer (Programmed at Printer...
Page 252 NOTE • You must select a physical device to determine the connected physical device. • When a physical device is connected with RS232 via. terminal, you must program “Connected Terminal” and “COM port” to determine the device connection. • When a physical device is connected with TCP/IP, you must program “IP Address” to determine the device connection.
Page 253: Programming For Devices
■ Programming for devices When you press the button at the “Programming”, the card type editor will appear. Programming for logical device Device Parameters Printer Layout (Programmed at Layout Editor) (including Bill Printer, KP) Bill printer Printer type (Roll Printer / Sheet Printer) Kitchen Printer Kitchen printer type (first, second, third KP are...
Page 254 Device Parameters Drink Dispenser Drink dispenser sales termination timer (0 to 31) (WMF) (Setting is allowed in integer times of 10 sec.) (Valid only in GLU system) Registration for drink dispenser articles on POS (Enable / Disable) Item printing that registered by Drink Dispenser (Print / Not print) Sort# and PLU code link Value (10 digits numeric code) Off-line/On-line (Off-Line / On-Line) (If the drink dispenser is set to off-line mode by this JOB, data...
Page 255 Programming for each physical device Device Parameters TCP/IP (for all TCP/IP Port number connection) RS232 (for all RS232 Baud rate (2400 - 115200) connection) (2400 / 4800 / 9600 / 19200 / 28800 / 38400 / 57600 / 115200) Bit Format (7 / 8) Parity (Odd / Even / None) Stop Bit (1 / 1.5 / 2) Flow Control (None / DTR-DSR / RTS-CTS / Xon-Xoff)
Page 256 Programming for all KP Device Parameters Printing of “Last void and voided item” on KP (Both are not printed / Both are printed) (This programming work regardless of programming “KP recapitulation YES/NO”) Printing of “Past void and voided item” on KP (Both are not printed / Both are printed) (This programming work regardless of programming “KP recapitulation YES/NO”) Void item print on KP that has already ordered (YES / NO)
Page 257: Printer Definition
Printer Definition When you select Printer Definition from POS Device Programming, the printer command sequence screen will open as shown below as an example. At the screen, you can define the printer you use for the POS terminals. You may define your own printer if it is not listed in the printer options. If you do so, you will need to find special codes listed in your printer manual to activate each printer function.
Page 258 Setting tab When you click the Setting tab, you can set the various printer settings: Print Station (1 sheet / 2 sheet) Printer type (Roll Printer / Sheet Printer / both Roll and Sheet Printer) Validation Printer (YES/NO) Printer Column Auto Cutter position (Line feed number after last printing) Manual Cutter position (Line feed number after last printing) Layout for Bill printer...
Page 259 Logo Image Logo Image2 Logo Image Load Logo Image2 Load Bitmap font send Bitmap font clear Cancel Check printing Start Check printing End Feed out (Slip) Release (Slip) Feel Line Number Code Page Barcode Print Barcode HRI Position Barcode Width Barcode Height Sense Paper End Sheet: RJ Sense Paper End Sheet: R...
Page 260: Scale
Scale Selecting Scale from POS Device Programming allows you to program the following items for scale entry. • Symbol of scale entry - Kg/Ib • Unit of weight • Currency description for scale Category Authority Item Parameter Scale System Symbol of scale entry Kg / lb Unit of weight 1ID+3DD / 2ID+2DD...
Page 261: Check Print Format
Check Print Format Selecting Check Print Format from POS Device Programming allows you to set the following items for the check print format. • Check type - Cheque EURO / English check • Printing of the solid line under item printing Check Print Format Category Authority...
Page 262: Logo Text
Logo Text Selecting Loge Text from POS Device Programming allows you to edit logo text for receipts, bill header, bill footer and validation print. Logo Text Category Authority Item Parameter Receipt Logo Receipt Logo Line 1 (30 characters Text) Receipt Logo Line 2 (30 characters Text) Receipt Logo Line 3 (30 characters Text)
Page 263: Pos Device Reports
POS Device Reports Selecting POS Device Reports from POS Device Programming allows you to view or print the POS device programming reports for each submodule. ■ Module list POS Device Reports Device Programming Printer Programming Printer Layout Scale Check Print Format Logo Text Select a target module from the above modules and select view or print to view or print the programming settings of target module.
Page 264: Sales Reports
Sales Reports ■ Module list Sales Reports Sales Transaction Report Department Report Department Markdown Report Group Total Report Item Report Item Report by Time Zone Simple Stock Report Minimum Stock Report Theoretical Food Cost % Hourly Report PLU Hourly Report Clerk Report (Individual) Clerk Report (All) Clerk Summary Report...
Page 265 Sales Reports Employee TEFRA by Employee code TEFRA by Employee Name TEFRA by Revenue Center TEFRA Summary Employees time in/out Report Employees Sales Report...
Page 266: Before Viewing/Printing Sales Reports
Before viewing/printing sales reports The sales data at the POS terminals is sent to the POS Server at the finalization of each transaction and is stored in the T-LOG file and the consolidation file, and calculated to several totalizer. Reporting term is specified by: •...
Page 267: Viewing/Printing A Target Report
Viewing/Printing a target report When you select Sales Reports module in the main module list, the report selection screen will appear. NOTE Sales reports which you can view or print differ among POS Server and PC Server. Please Refer to Sales Report List.
Page 268 NOTE For the details of filter applied to each sales report, please refer to Sales Report List, and for the details of filter tab, please refer to Filter tab section; shown the following sections. The report is displayed. To print the report, click [Print] to print the report. To display the filter window, click [Filter].
Page 269: Report List
Report List ■ Sales (X=Yes, “blank”=No) Report Filter Terminal POS Server PC Server Transaction Report Date range Day, (*1) Period 1, Period 2 Department Report Date range Day, (*1) Period 1, Period 2 Groups Departments Quantity Amount Department Markdown Report Date range Day, (*1)
Page 270 Report Filter Terminal POS Server PC Server Item Report by Time Zone (PLU Items) Date Range Day, (*1) Period 1, Period 2 Groups Departments Item Range Revenue Center Time Zone Quantity Amount Simple Stock Report Groups Departments Item Range Revenue Center Minimum Stock Report Item Range Revenue Center...
Page 271 Report Filter Terminal POS Server PC Server Clerk Report(Individual) Date Range Day, (*1) Period 1, Period 2 Clerk Clerk Report(All) Date Range Day, (*1) Period 1, Period 2 Clerk Summary Report Date range Day, (*1) Period 1, Period 2 Clerk Sales by terminal (Individual) Date Range Day,...
Page 272 Report Filter Terminal POS Server PC Server Top 15 Items System Revenue Center (Consoli.) Date Range Day, (*1) Period 1, Period 2 Groups Departments Revenue Center Time Zone Daily Summary (Net, Tax, Discounts, Media, RA/PO) Date Range Period 2 (*3) Sales Item Projection Max.
Page 273: Customer
■ Customer (X=Yes, “blank”=No) Report Filter Terminal POS Server PC Server Customers Transaction Date Range (*1) Groups Departments Item Range Amount Time Range Customer # Last order Transaction # / Bill #...
Page 274: Historical Report
■ Historical Report (X=Yes, “blank”=No) Report Filter Terminal POS Server PC Server Clerk Transfer Date Range 1 day Clerk Table Transfer Date Range 1 day Clerk Gift Certificates Coupon Date Range 1 day (*1) Terminal Departments Item Range Revenue Center Clerk Detailed Media Report Date Range...
Page 275 Report Filter Terminal POS Server PC Server Closed transaction by transaction Clerk Transaction # / Bill # Voids/Refunds/Returns Date Range 1 day (*1) Revenue Center Clerk Tips Transfer (by Employee code) Date Range 1 day (*1) SCM+ (Starting Cash Memory / loan) Terminal Clerk SCM-...
Page 276: Electronic Journal Report
■ Electronic Journal Report (X=Yes, “blank”=No) Report Filter Terminal POS Server PC Server Electronic Journal Report Date Range 1 day 1 day (*1) Terminal Item Range Revenue Center Time Zone Clerk Amount Time Range Transaction # / Bill # Tables Medias Discount Log Type...
Page 277: Media
■ Media (X=Yes, “blank”=No) Report Filter Terminal POS Server PC Server Summary Media report (by Media) Date Range Last “n” Days (*1) Revenue Center Clerk Time Range Medias Summary Media report (by Employee) Date Range Last “n” Days (*1) Terminal Clerk Time Range Medias...
Page 278: Employee
■ Employee (X=Yes, “blank”=No) Report Filter Terminal POS Server PC Server TEFRA by Employee code (including Clerk) Date Range Day, (*1) Period 1, Period 2 TEFRA by Employee Name (Clerk uses) Date Range Day, (*1) Period 1, Period 2 TEFRA by Revenue Center Date Range Day, Period 1,...
Page 279: Filter Tab
■ Filter tab In a Filter window, only selectable tabs are displayed. Date range Day/Period 1/Period 2 You can select either one. 1 day You can select one day, such as 2005/10/25 Last “n” Days You can set “n” days. (Others) You can set date range, such as 2005/10/25 - 2005/10/ (For PC Server)
Page 280 Terminal Multiple specification is available. Groups Departments Items Items Range Revenue Center Time Zone Clerk Customer # Media Employee Quantity Range of quantity. Amount Several range of amount. At the Field column: None/Sales amount for Item Report and Item Report by table None/Subtotal/Total/Total Tip/Item price/Media (each media)/ Service charge for EJ Report None/Sales amount/...
Page 281: Euro Migration Function
EURO Migration Function Basically your POS terminal can be automatically modified to correspond to the introduction of EURO by selecting the corresponding EURO status. However, there are several options you must set depending on your need. So, please carefully conduct necessary settings. EURO status: You can select status from following 4 types ((A), (B), (C), or (D)).
Page 282: Barcode Reading
Barcode reading In your POS terminal, barcodes can be used as item codes, customer codes, bill codes and key codes. From the scanner, barcodes having following formats can be read: • UPC-A • UPC-E • EAN-13 • EAN-8 • NW-7 •...
Page 283: Key Code
■ Key code UPC-A (number system character 9) code is used for key code. Function Key 0 0 0 Key code Number system character Character Key 1 0 0 Number system character Character code Character Key 2 0 0 Number system character Auto key #...
Page 284: Magnetic Card Reading
Magnetic card reading Magnetic card can be used for: • employee card • EFT card • customer card • automatic sequencing key/macro key card Card Format ■ EFT card Format A Start sentinel 1 character Format code = “A” 1 character Surname Surname separator = “/”...
Page 285 Track 2: Start sentinel 1 character Account number up to 19 characters Separator 1 character Discretionary data the balance up the maximum record length(40 characters) Stop sentinel 1 character 1 character Total maximum: 40 characters Track 3: Start sentinel 1 character Format code 2 characters Primary Account number...
Page 286: Customer Card
■ Customer card Track 1: Start s Start sentinel 1 character (“%”) Format Code 1 character (“B) Customer Code 13 characters Discretionary data the balance up the maximum record length (79 characters) Stop sentinel 1 character (“?”) 1 character Total maximum: 79 characters Track 2: Start sentinel...
Page 287: Auto Key Card
■ Auto key Card Track 1: Start sentinel 1 character (“%”) Format Code 1 character (“K”) Auto key # 3 characters Discretionary data the balance up the maximum record length (79 characters) Stop sentinel 1 character (“?”) 1 character Total maximum: 79 characters Auto key #: 001 - 999 ■...
Page 288: Character Code
■ Character Code Track 1 Column %(d) ^(d) ?(d) (a) These character positions are available for hardware control purposes only and cannot contain information characters (dat content). (b) There character positions are reserved for additional national characters when required. They are not to be used internationally.
Page 289 Track 2 / Track 3 Column Character start sentinel separator end sentinel (a) These character positions are available for hardware control purposes only and cannot contain information characters (data content).
Page 290: Network
Network System Configuration UP-X300 POS system has a network architecture as shown in the example below. Ethernet UP-X300 POS server Backup server Client (Client) Front End Front End Front End Back Office Backup • The POS server should have the applications consisting of the Back Office function, Front End communication function and Front End entry functions.
Page 291: Network Function
Network function ■ DataServer The POS server and each terminal have database. When you operate the POS server or a terminal, the machine will access its own database. The DataServer manage the access of the database. At several operation, the POS server need to access (refer, copy, modify, etc.) the terminal database. Also terminals need to access the POS server database.
Page 292: Backup System
Backup System Outline ■ Normal operation The POS server system has several database such as the Transaction DB, Preset DB among others on POS server. Throughout this manual these databases are referred to as Master Databases. Each terminal reads/writes to the Master Databases in real-time while you are executing POS operations.
Page 293: Backup Pos Server
■ Backup POS server The POS server system allows you to set a terminal as the backup server by user setting. The backup server has the same data in its databases as the ones in the POS server. When the system updates the Master Database at the POS server by each terminal, the POS server system automatically updates the copy of the Master Databases at the backup server immediately.
Page 294: Operation When The Pos Server Outage Is Recovered
■ Operation when the POS server outage is recovered When the POS server is recovered, communications between all terminals and the backup POS server is temporarily stopped. Then you have to merge both Master Databases of the POS server and the Master Databases of the backup POS server.
Page 295 SHARP CORPORATION UPX300V_BOE11...

Sharp UP-X300 Instruction Manual

1 Before Operating the POS Server

2 Starting the UP-X300 Back Office

3 Store Management

4 Data Control

5 POS Programming

6 Key Programming

7 Floor Management

8 POS Device Programming

9 Sales Reports

10 EURO Migration Function

11 Barcode Reading

12 Magnetic Card Reading

13 Network

14 Backup System

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