CRS SAM52M User Manual

For samsung er-5200m series electronic cash register

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Samsung ER-5200M Series
SAM52M
User's Manual
Version 2.3
©2008, CRS, Inc.
All specifications are subject to change without notice.

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Table of Contents
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Summary of Contents for CRS SAM52M

  • Page 1 Samsung ER-5200M Series SAM52M User's Manual Version 2.3 ©2008, CRS, Inc. All specifications are subject to change without notice.
  • Page 2 CRS, Inc. Limited Warranty and Disclaimers of Warranty This manual has been developed by CRS, Inc. It is intended for the use of its customers and service personnel and should be read in its entirety before attempting to install, use or program the product(s). Nothing contained in this manual shall be deemed to be, and this manual does not constitute, a warranty of, or representation with respect to, the product or any of the products to which this manual applies.
  • Page 3: Table Of Contents

    Contents Introduction Overview ........................... 1 Features ........................1 Requirements....................... 1 Installing........................2 Cash Register Settings....................3 RS-232 Option Chart....................3 Preparing the ER-5200M for Communicatons ............4 Starting ............................5 Navigating ..........................6 Mouse and Keyboard ....................6 Viewing Menus and Selecting Menu Items..............6 Drop-Down List Boxes ....................
  • Page 4 Calculate Number of PLUs..................61 View Memory Allocation..................62 Quit ............................63 Appendices Structure Of Stores ........................64 File Definitions ........................65 SAM52M PLU File Structure....................65 Structure Of Polling Files ......................67 Sample Reports ........................69 Financial Report ......................69 Time Report.......................70 PLU Report........................71 Clerk Report (Data for One Clerk Only) ..............71 Group Report......................72...
  • Page 5: Introduction

    • Poll unattended at a predetermined time. • Download preamble/postamble bitmap files. • SAM52M converts polled reports to ASCII files, ready to be used by other PC applications. Requirements To use this utility, you must have: • Pentium 100 or faster CPU.
  • Page 6: Installing

    Installing Note: SAM52M Software can also be downloaded from www.crs-usa.com. Note: The Sam52M software can be used as Save/Load software with out installing the software key. To edit any programming as described in this manual you will need to install the USB or LPT key on the appropriate port on your PC.
  • Page 7: Cash Register Settings

    Cash Register Settings To communicate with your Samsung ER-5200M Series ECR, you must set the RS232C port for the PC function. Setting the RS232C Port Options You must select ‘PC’ as the device that is attached to the RS-232C communications port.
  • Page 8: Preparing The Er-5200M For Communicatons

    • The key lock can be in any position. It is not necessary to manually place the register in PC Communications mode. SAM52M will automatically place the register in PC Communications mode when communications are initiated. 4 • Introduction SAM52 User's Manual v2.3...
  • Page 9: Starting

    Starting 1. Click the Start button, click Programs, click SAM52M, and then click SAM52M.exe. 2. The SAM52M main screen displays. YOU MUST DO THIS FIRST! Before you can attempt communications or editing, you must create at least one store. Refer to "...
  • Page 10: Navigating

    Navigating Mouse and Keyboard You can choose a menu, menu item, or a command by clicking on it with your mouse. Viewing Menus and Selecting Menu Items 1. Point at a menu item with your mouse. 2. Point at your choice on the menu and click the left mouse button. Menu Item Menu Choices 6 •...
  • Page 11 Cascading Menus 1. The arrow indicates additional choices cascade from the first menu. 2. Move the mouse pointer in the direction of the arrow to display additional choices. Arrow Cascading Menu Introduction • 7 SAM52 User's Manual v2.3...
  • Page 12: Drop-Down List Boxes

    Drop-Down List Boxes ♦ Click on the arrow in the box to open the drop-down list box and display a list of choices. Click on an item to select it. (If all the choices are not in view, scroll bars are provided.) Click here Check Boxes ♦...
  • Page 13: Interface Specifications

    Interface Specifications Communications Specifications Asynchronous Operation Communication Mode Half Duplex Baud Rate Select: 2400, 4800, or 9600 BPS Signal Level RS-232C Character Bits Parity Bits None Stop Bits Error Detection Data sum check Introduction • 9 SAM52 User's Manual v2.3...
  • Page 14: Menu Functions

    Menu Functions Stores A store must be created before any communications or editing can take place. Creating a New Store 1. Choose Create New from the Store menu to create a store. You can create an unlimited number of stores. The Create New Store dialog displays. 10 •...
  • Page 15 2. Complete the Create New Store dialog according to the Store Information table below: Store Information Required Field Name /Optional Description/Instructions Name Enter an eight-character store name. Store# Enter a four digit number store number. Modem Enter the Phone number preceded by the letter T or P if Phone# you intend to communicate with the register by modem.
  • Page 16: Selecting The Default Store

    Selecting the Default Store ♦ Click the Default Store drop-down list box to select the working store. When you have created at least one store, the list box will display all stores created. The working store will display in the Default Store field. All editing and programming will pertain to the selected working store.
  • Page 17: Editing Store Information

    Editing Store Information 1. Choose Edit from the Stores menu to edit an existing store. 2. Refer to the "Store Information" table on page 11 to complete the Edit Store Information dialog. 3. Click Exit to save store information. Deleting A Store 1.
  • Page 19: Edit Ecr Data

    Edit ECR Data From the Edit ECR Data menu, select a specific item to edit that part of an existing Samsung ER-5200M series ECR program. Remember that the options in this program allow you to edit the same program options that you set on a standalone ER-5200M through the register's keyboard.
  • Page 20: Plu File

    PLU File The PLU file is maintained here. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 21: Editing A Plu

    Editing a PLU 1. Select the PLU you wish to edit: • Type a PLU number in the PLU # field and press ENTER, or open the PLU # drop down list box and click on the PLU you wish to edit. If necessary, use the scroll box to view the list of PLUs in the file.
  • Page 22 2. Click the Edit PLU button to open the selection fields for editing. 3. Edit fields as necessary by moving your mouse pointer to the field you wish to edit: • Edit fields with numeric information by clicking on the field, and then entering new data.
  • Page 23 Adding a PLU 1. Click the Add button. A new PLU screen opens for entries: 2. Enter the PLU number you wish to assign in the PLU # field, and then complete the remaining fields for the new PLU. . •...
  • Page 24: Deleting A Plu

    Deleting a PLU 1. Select the PLU you wish to delete by number or descriptor. 2. Click the Delete PLU button. 3. A warning dialog displays asking if you are sure you wish to delete the PLU. 4. Click Yes to delete the PLU; click No to abort the delete process. Note: PLUs deleted at the PC are not automatically deleted at the ECR.
  • Page 25: Group

    You can program the descriptor and options for each group. (The number of groups is determined in the register's memory allocation, with a maximum of 99 groups.) Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 26: Tax

    Each of the 4 possible taxes can be set for an add on percentage, tax table or VAT. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 27: System Options

    System Options Each system option can be edited. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 28: Print Options

    Print Options Each print option can be edited. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 29: Function Keys

    You can program the different options for each function key. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 30: Clerks

    Clerks Clerk options are set here. Follow the instructions on the screen, or refer to the Samsung ER- 5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options. 1. Choose Clerks from the Edit ECR Data menu. The appropriate Clerk Programming dialog box displays: 2.
  • Page 31: Logo Description

    You can program a custom preamble, postamble and check endorsement message. You can also program unique descriptors for financial and clerk report totals. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 32: Financial Messages

    Financial Messages You can also program unique descriptors for financial report totals. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 33: Clerk Messages

    Clerk Messages You can also program unique descriptors for clerk report totals. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 34: Misc

    Misc. NLUs are fixed keys on the keyboard (like traditional department keys) that access specific PLUs. On the default keyboard, the ER-5215M has 5 or 15 NLUs; the ER-524M has 15 or 40 NLUs; and the ER-5200M has 117 NLUs. Each NLU key is assigned the same number PLU, i.e.
  • Page 35: Tare Weights

    Tare Weights Up to 5 tare weights can be pre-programmed and entered automatically during register operations. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 36 Set options for the communications when you are connecting optional hardware to the register. Follow the instructions on the screen, or refer to the Samsung ER-5215 Operators and Program Manual or the Samsung ER-5240 Operators and Program Manual for a complete description of your program options.
  • Page 37 Each key location on the register can be programmed for any available function. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 38 Here you can set a cash-in-drawer limit, machine number, and a check change limit. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 39: Mix And Match

    Up to 10 macros are available, each can execute up to 50 keystrokes. Follow the instructions on the screen, or refer to the Samsung ER-5215M Operators and Program Manual or the Samsung ER-5200M/5240M Operators and Program Manual for a complete description of your program options.
  • Page 40: Stock

    Stock Upload stock from the ECR first. Items flagged as inventory items will populate this screen. Edit quantities as needed, and then download to the ECR. You can use the “Add This PLU Item” buttom to populate this screen as well Note: If you add a PLU to this grid that is not flagged in the PLU status as an inventory item, you can still add a quantity here.
  • Page 41: Communications

    Polling 1. Choose Polling from the Communications menu to connect to the store to poll reports. The SAM52M Polling dialog box will display. Note: Polling setup file must be completed first. See “Polling Setup File” on page 41. Menu Functions • 37...
  • Page 42 2. Complete the fields on the Polling Routine window according to the table below: Required Field Name /Optional Description/Instructions Poll On Timer Select the Poll On Timer checkbox to start polling in consecutive order beginning with Poll 1 at the defined time.
  • Page 43: Send Programs To Ecr (Download)

    Send Programs to ECR (Download) 1. Choose Send Programs to ECR (Download) from the Communications menu to send program information from the working store, to the ECR of the working store. 2. From the Download dialog box, select the program components you wish to send to the ECR.
  • Page 44: Receive Programs From Ecr (Upload)

    Receive Programs from ECR (Upload) 1. Choose Receive Programs from ECR (Upload) from the Communications menu to receive program information from the ECR for the working store. When you execute this function, any program data that was on the hard disk previously will be overwritten by the new data.
  • Page 45: Polling Setup File

    Polling Setup File 1. Choose Polling Setup File from the Communications menu to define the reports to be taken when polling is initiated. 2. Click the Session 1 or Session 2 tabs to display the reports for the session. 3. At the heading of each column, view the type of report (i.e. X1, Z1, etc.) Then, indicate by selecting the check boxes in the column for the specific reports of that type you wish to take.
  • Page 46: Download Bitmap Image

    Download Bitmap Image Preparing a Graphic Logo Bitmap for an ER-5200M Series ECR The image must be black/white bitmap, 384 x 192 pixels, and 10 Kbytes or less in size. If your bitmap file does not meet these specifications, follow the instructions below and use Microsoft Paint to format your image.
  • Page 47 Download a Graphic Logo to an ER-5200M Series ECR 1. Choose Download Bitmap Image from the Communications menu. The appropriate Download Bitmap dialog box displays: 2. Select the folder where the bitmap file you wish to use is located. Select the Pre Logo bitmap file on the left and select the Post Logo bitmap on the right.
  • Page 48 Printing the Logo Image – ER-5200M Settings Series ECR Three addresses in Print Option Programming affect graphic logo printing: Option #28 – Add the value of 1 to address 28 if you wish to print the pre graphic logo on the receipt.
  • Page 49: Print

    Print ♦ Choose Print from the Main menu to access the printing utilities described below. Menu Functions • 45 SAM52 User's Manual v2.3...
  • Page 50: Daily Poll File

    Report Type Select the report type from the drop-down list box. If no report type is selected, SAM52M will display all reports for the specified date and key lock mode. Keylock Mode Select the mode of the report.. If no key lock mode is selected, SAM52M will display all reports for the specified date and report type.
  • Page 51: Log Files

    Log Files For error checking you can choose Log File from the Print menu to print out the upload, download or poll log file of a given day. Note: Log files are stored in ord by mm/dd/yyyy. For example, if you wish to view logs and you have files from the same day in different years, they will as: 06/06/2007 06/06/2008...
  • Page 52 Downloads Note: Log files are stored in ord by mm/dd/yyyy. For example, if you wish to view logs and you have files from the same day in different years, they will as: 06/06/2007 06/06/2008 06/06/2009 06/07/2007 06/07/2008, etc. 1. Choose Log Files from the Print menu, then choose Downloads to view and/or print the uploads of a given day.
  • Page 53 Polling 1. Choose Log Files from the Print menu, and then choose Polling to view and/or print the polling activity of a given day. The Download Log File Report dialog box for the selected store displays. 2. Select the polling date from the drop-down list box. 3.
  • Page 54: Plu File

    PLU File 1. Choose PLU File from the Print menu to display and print out the PLU file of the working store. The PLU File dialog box displays. 2. Click the Sort by PLU # button to view the file sorted by PLU #; click the Sort by Descriptor button to view the file sorted by descriptor.
  • Page 55: Plu Range

    PLU Range 1. Choose PLU Range from the Print menu to display and print out a specific range of the PLU file of the working store. The PLU File dialog box displays. 2. Enter or select the From PLU and To PLU numbers. 3.
  • Page 56: Consolidated Store Report

    Consolidated Store Report 1. Choose Consolidated Store Report from the Print menu to display and print out the Consolidated financial, PLU and group reports for all stores. The Consolidated Store Report dialog box displays. 2. Chose the Polling Date from the drop down list for the reports you wish to consolidate. 3.
  • Page 57: Remove

    Remove Old Poll Files 1. Choose Old Poll Files from the Remove menu to delete unwanted poll files. The Remove Old Polling Files dialog box displays. 2. Enter the date through which you want old poll files deleted. The message "FINISHED" will display when completed.
  • Page 58: Utilities

    Utilities ♦ Choose Utilities from the Main menu to access the utilities described below. Copy a Store Use the Copy a Store function to create a new store with the identical attributes of an existing store. 1. Choose Copy a Store from the Utilities menu. 2.
  • Page 59: Copy Plu File

    Copy PLU File Use the Copy a PLU File function to copy a PLU file to an individual store or all stores. 1. Choose Copy a PLU File from the Utilities menu. 2. Select the store that you wish to copy the PLU file from by clicking the Default Store field drop-down list box.
  • Page 60: After Polling

    After Polling You can program SAM52M to send your polled files to the printer immediately after polling, or have the polled files sent automatically by e-mail to a preselected e-mail address. Note: Not all ISP’s are compatible with the After Poll feature of SAM2000. For example, AOL is not compatible with After Polling;...
  • Page 61: Set Auto Poll

    1. Choose Set Autopoll from the Utilities menu. The Set to Automatically Poll dialog box displays. 2. Select the first check box if you wish to automatically poll when SAM52M is executed. Select the second check box if you wish to close SAM52M automatically when polling is completed.
  • Page 62: Length Of Polling Time

    Length of Polling Time You can set a time period that SAM52M will wait to successfully poll each report. Leave this value at ‘0’ unless you encounter difficulty polling. Backup Poll Data Files Use this utility to backup polled data files to another disk drive. Follow the screen instructons.
  • Page 63: Design 5200M Keyboard

    Design 5200M Keyboard This utility allows you to design and print a key legend sheet for the ER5200M flat keyboard. If you are using a color inkjet printer and legal size paper, you can print a high-quality keyboard suitable for your installation. 1.
  • Page 64: Design Generic Keyboard

    Design Generic Keyboard This utility allows you to design and print keychecks for the ER-5215/ER-5240. If you are using a color inkjet printer, you can print a high-quality keychecks suitable for your installation. 1. Choose Design Generic Keyboard from the Utilities menu. The appropriate Keyboard dialog box displays: 2.
  • Page 65: Fix Plu File

    Fix PLU File This utility removes bad PLU record and duplicate PLUs. Review the detailed instructions on the screen 1. Choose Fix PLU File from the Utilities menu. The Fix PLU File dialog box for the selected store displays. 2. Click Fix File. 3.
  • Page 66 2. Click Exit to return to the main menu. 62 • Menu Functions SAM52 User's Manual v2.3...
  • Page 67: Quit

    Quit ♦ Choose Quit from the Main menu to exit SAM52M For Windows. Menu Functions • 63 SAM52 User's Manual v2.3...
  • Page 68: Appendices

    Structure Of Stores When you create a new store, you actually create a new sub-directory under the directory SAM52M for the store. If you create a store named BIGBOYS, the following will be created: 1. A directory named \SAM52M\STORES\BIGBOYS This directory holds all the programming files for this store.
  • Page 69: File Definitions

    .ckd clerk logo .mro macro .msc misc mix and match .pol (in polling folder) polled reports file .tpl (in polling folder) temporary polling file SAM52M PLU File Structure <Storename>.PLU FIELD START LENGTH STATUS 1 (A,C,D) PLU# DESCRIPTION GROUP1 GROUP2 GROUP3...
  • Page 70 FIELD START LENGTH SINGLE ITEM HASH DISABLE PROMO PRINT PRICE/CHECK PRINT PRICE/RECEIPT PRINT ON CHECK PRINT ON DISPLAY PRINT ON RECEIPT COMP. CONDIMENT CONDIMENT Not Used Not Used Not Used Not Used Not Used PRINT ON JOURNAL PRESET OVER-MGT RESET COUNTER AUTO TARE (1-5) LINK PLU PRICE...
  • Page 71: Structure Of Polling Files

    For example, if you poll on 09-23-1996, for store BIGBOYS, the session will create a file on the hard disk named \SAM52M\STORES\BIGBOYS\POLL\09231996.POL. If you poll this store a second time on the same day, it will append the data to the end of the existing file.
  • Page 72 99 clerks, so we have to be able to distinguish from clerk from another. See the example that follows. Let’s say our session consisted of the two elements: X1/PLU and X1/Groups. Your file \SAM52M\STORES\BIGBOYS\POLL\03172003.POL should look like this: BIGBOYS /03-17-2003/14:26:45...
  • Page 73: Sample Reports

    GROUP 20 0.00 0.00 Totals 5.00 5.00 <End Report> <End Session> Sample Reports Financial Report /03-20-2003/11:03:07 X1/FINANCIAL Count Amount +PLU TTL 47.00 280.15 -PLU TTL 0.00 0.00 ADJST TTL 47.00 280.15 NONTAX 259.19 TAX1 SALES 20.96 TAX2 SALES 0.00 TAX3 SALES 0.00 TAX4 SALES 0.00...
  • Page 74: Time Report

    CHG8-IN-D 0.00 CHG1 SALES 8.20 CHG2 SALES 15.00 CHG3 SALES 0.00 CHG4 SALES 0.00 CHG5 SALES 0.00 CHG6 SALES 0.00 CHG7 SALES 0.00 CHG8 SALES 0.00 FOREIGN 1 0.00 FOREIGN 2 0.00 FOREIGN 3 0.00 FOREIGN 4 0.00 DRWR TTL 305.14 PROMO 0.00...
  • Page 75: Plu Report

    PLU Report X1/PLU PLU# Count Amount 0001 6.00 7.99 HAMBURGER 0002 4.00 4.19 PLU3 0003 2.00 3.00 PLU4 0004 3.00 6.00 PLU5 0005 1.00 10.00 PLU6 0006 0.00 0.00 PLU7 0007 3.00 0.00 LEINENKUGEL 0008 4.00 10.99 MOOSEHEAD 0009 4.00 0.99 NO MAYO 0010...
  • Page 76: Group Report

    GROSS SALES 286.15 CASH SALES 56.95 CHECK SALES 200.00 R/A 1 29.99 R/A 2 0.00 R/A 3 0.00 P/O 1 -5.00 P/O 2 0.00 P/O 3 0.00 HASH TTL 0.00 CASH-IN-D 51.95 CHECK-IN-D 229.99 FD/S-IN-D 0.00 CHG1 SALES 8.20 CHG2 SALES 15.00 CHG3 SALES 0.00...
  • Page 77: Troubleshooting Common Problems

    • Verify that the hardware key is in place. SAM52M will not start if the key is not found. In addition, SAM52M will check for the key at various times during an edit/polling session. If the key is loose, or has been removed, the program will shut down.
  • Page 78: Cabling Diagrams

    Cabling Diagrams You can configure cables yourself with the diagram provided here, or you can order the appropriate cables from CRS Parts at 1-800-333-4949. Direct Connection Part # 522035 Part # 522038 Samsung Samsung DB-9M DB-9F DB-9M DB-25F DCD1 1DCD...
  • Page 79: Manual Revision Record

    Manual Revision Record Edition Date published Revision contents V2.2 1/28/2008 V2.3 3/17/2008 Updated to reflect software version 2.2.5 Manual Revision Record • 75 SAM52 User's Manual v2.3...

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