Sam4s SPS-500 Series Reference Manual
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Sam4s SPS-500 Series Reference Manual

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See also: Service Manual , Operator's Manual
SAM4s SPS-500 Series
SAM500
Reference Manual
Version 1.0
2009, CRS, Inc.
All specifications are subject to change without notice.

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Summary of Contents for Sam4s SPS-500 Series

  • Page 1 SAM4s SPS-500 Series SAM500 Reference Manual Version 1.0 2009, 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 ........................... 5 Polling Features......................5 Program Maintenance Features ................... 5 Inventory Features....................... 5 Inventory Reports ......................6 Requirements....................... 6 RS-232C Interface Specifications....................8 Installing ............................ 8 SPS-500 Required Settings......................9 S-Mode System Options....................9 Define Port Parameters....................10 Starting.............................
  • Page 4 Add Inventory by Vendor..................40 Add PLU Sales ......................42 Repair Inventory Files......................43 Update Inventory from Old Poll File ..................44 PLU Stock (not part of inventory) Min PLU Stock (not part of inventory)......45 Communications Polling............................48 Send Programs to ECR (Download) ..................49 Receive Programs from ECR (Upload)..................50 Polling Setup File........................51 Print Daily Poll File..........................54...
  • Page 5 Convert Polled File to Comma Delimited ................87 Import Register PLU File ......................88 Copy PLU Price Levels ......................90 Design 500 Flat Keyboard/Design Generic Key Tops............. 91 Appendices Structure of Stores ........................93 File Definitions ........................94 Structure of Polling Files ......................95 PLU Structure ..........................

  • Page 7: Introduction

    Introduction Overview SAM500 is an easy-to-use package that provides both polling and inventory control for SAM4s SPS-500 Series users. Polling Features  Connect directly, via telephone modems, or though IP Internet connection.  Poll reports from the station, save, display or print them at the PC.

  • Page 8: Inventory Reports

     The Vendor Product ID# is a 14-character alphanumeric field. You can locate specific items by PLU Number Lookup, Vendor Product ID# or PLU Descriptor Lookup.  Units Of Measure can be indicated with 4-character lot and piece descriptors. Where large inventory units, such as cases of soft drinks, are broken down and sold in smaller units, such as 6-packs or cans, small unit sales can be set to deduct from the master inventory unit.
  • Page 9  VGA or SVGA display.  Windows 98 or above operating system.  Screen resolution of 800 x 600 pixels.  US Robotics V.92 56K External Modems are recommended for remote connection by modem (for both PC and ECR sites) or Internet connection for IP polling. Introduction ...

  • Page 10: Rs-232C Interface Specifications

    RS-232C Interface Specifications Communications Specifications Asynchronous Operation Communication Mode Half Duplex Baud Rate Selectable up to 57,600 Signal Level RS-232C Character Bits Parity Bits None Stop Bits Error Detection Data sum check Installing Notes: SAM Polling software requires a LPT or USB software key to be installed on the PC running the software to access all of the polling and programming features.

  • Page 11: Sps-500 Required Settings

    SPS-500 Required Settings To run the software you must make the following settings: S-Mode System Options 1. Select SYSTEM OPTIONS from the S-MODE MENU. 2. Set options 1-4 with the appropriate values, note that the store # must match the store number set in SAM500 store settings.

  • Page 12: Define Port Parameters

    Define Port Parameters Use the Serial Port Device Selections program to assign ‘Polling” status to the appropriate serial port. 1. Select DEFINE PORT from the S-MODE MENU. 2. Touch the port currently selected at the PORT # field to select the port you wish to view or edit.

  • Page 13: Starting

    Starting Note: The software key must be installed on the USB port for SAM500 to access all of the features of SAM500. Without the software key installed, only program save/load features can be accessed. 1. Click the Start button, click Programs, click SAM500 and then click SAM500.exe. 2.

  • Page 14: Navigating

    Navigating Mouse and Keyboard You can choose a menu, menu item, or a command by clicking on it with your mouse. (As an alternative to using your mouse, you can navigate by typing the shortcut keys on the keyboard.) Viewing Menus and Selecting Menu Items 1.
  • Page 15 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  13 SAM500 Reference Manual V1.0...

  • Page 16: 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 17: Stores

    Stores Overview Choose Stores to Edit, Create New or Delete stores from SAM500. A store must be created before any communications or editing can take place. NOTE: The Track Inventory Selection control is also located on the Stores menu. This option controls whether PLUs can be uploaded from the ECR.

  • Page 18: Creating A New Store

    Creating a New Store 1. Choose Create New from the Store menu to create a store. You can create up to 255 stores. The Create New Store dialog displays. 2. Select your connection type: Direct, Dial Out Modem, or Internet. The New Store dialog will display with the fields appropriate to the connection type you have selected: Direct Connection...
  • Page 19 Dial Out Modem Connection Options Internet Connection Options 3. Complete the Create New Store dialog using the reference information in the table below. Note that options differ depending upon the connection type selected. Required Field Name /Optional Description/Instructions Name Display The store name displays.

  • Page 20: Edit A Store

    Required Field Name /Optional Description/Instructions Modem Time Unless otherwise indicated, the default value of 99 will be Out Value entered automatically when the store is created. Modem Initial Ignore this field unless attempting to use a modem other String than the recommended US Robotics modem. (This field is to allow you to enter any initialization required for your modem for polling or communications.

  • Page 21: 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 22: Track Inventory Selection

    Track Inventory Selection 1. Choose Track Inventory Selection from the Stores menu. The Track Inventory check box is selected in the default configuration. Keep the Track Inventory check box selected if you are using the inventory management feature of SAM500. With the box selected, the Add Inventory function of SAM500 is activated and PLU inventory will be updated when a Z1 PLU report is polled.

  • Page 23: Edit Ecr Data

    SPS-500 through the register's keyboard. SAM4s SPS-500 programming options are not detailed in this manual. Follow the instructions on the screen, or refer to the SAM4s SPS-500 Program Reference Manual for a complete description of your program options.

  • Page 25: Plu/Inventory Maintenance

    PLU/Inventory Maintenance PLU and Status Groups 1. Choose P-Mode Programming, PLU and then PLU and Status Groups from the Edit ECR Data menu. The PLU Programming window displays: 2. Select the PLU you wish to edit from the PLU String Lookup, PLU Number Lookup, Vendor Product ID#, or PLU Descriptor Lookup drop-down list boxes.
  • Page 26 3. Choose one of the six tabs that organize PLU information and related functions: Function Contains PLU settings for the SPS-500, plus PLU Data UOM (unit of measure) and Full Description fields. Contains Quantity on Hand, Ave Unit Cost, Total Inventory Cost On Hand, Vendor Product ID#, Min Level, Shelf Location, Primary Vendor and Secondary...

  • Page 27: Plu Data

    PLU Data The PLU Data tab contains the options available for each PLU that are available at the SPS- 500. Edits made here can be downloaded to the terminal. Refer to the SPS-500 Program Manual. You must select EDIT PLU before you can change existing values. Note: For double-wide characters hold down the Ctrl key, type W, then type the character you wish to program.

  • Page 28: Inventory

    Inventory The inventory tab displays the expected quantity on hand for items which inventory has been added to. You can also edit PLU’s on this tab to add or change the primary and secondary vendor information or add vendors to the vendor list. Note that you may or may not have values for all fields on this screen, depending upon your application the item displayed.

  • Page 29: Barcode

    Field Description Shelf Location 3 character alphanumeric Primary Vendor Select from drop-down list Secondary Vendor Select from drop-down list Sales Should Deduct Enter the number of the “Master” PLU where inventory From Master PLU # records are kept. Only use this field when using the Master/Child feature and set only on the Child PLU.
  • Page 30 3. Set the margins as indicated for the SPR-770 printer loaded with 1 ¼” x 2 ¼” labels. Adjust settings as necessary for other label/printer combinations. 4. Click the Set Barcode Properties button. The Active Barcode Control Properties dialog box displays with the General tab selected. 5.
  • Page 31 7. Click the Font/Colors tab. Click the Change Font button and select the font size and style for the print of the bar code number. 8. Click OK to accept the settings and view the bar code as specified. 9. Click the Print this Barcode button. The print sample below was generated by a Samsung SRP-770 label printer on a 1 ¼”...

  • Page 32: Inventory History

    Inventory History You can view and/or print purchase and sales history for each item from the Inventory History tab. NOTE: If the operator clears some of the poll files, sales history will also be cleared. Field Description Purchase History Grid of historical stock entries from add inventory function.

  • Page 33: Copy Plu

    Copy PLU You can copy the attributes of one PLU to another PLU, or to a range of PLUs using the Copy tab. This function will assist you in setting a large number of PLUs with similar option settings. Field Description Enter the number of the PLU you want displayed Copy This PLU To...

  • Page 34: Status Groups

    Status Groups The Status Groups tab contains the options available for each PLU Status Group. Edits made here can be downloaded to the terminal. Refer to the SPS-500 Program Manual. Note: For double-wide characters hold down the Ctrl key, type W, then type the character you wish to program.

  • Page 35: Edit Plu File By Grid

    Edit PLU File by Grid Choose P-Mode Programming, PLU and then Edit PLU File by Grid from the Edit ECR  Data menu. The Edit PLU File by Grid window displays: The Edit PLU File by Grid window provides a spreadsheet view of the PLU file. From this view you can quickly change PLU attributes, by directly editing or copying/pasting values.

  • Page 36: Plu Price Fast Edits

    PLU Price Fast Edits Choose P-Mode Programming, PLU and then PLU Price Fast Edits from the Edit ECR  Data menu. The Loading PLU file message displays. After loading, the PLU Price Fast Edits window displays:  The PLU Price Fast Edits window provides a PLU view similar to the Edit PLU File by Grid window, except that only price fields are displayed and can be edited.

  • Page 37: Vendors Maintenance

    Vendors Maintenance 1. Maintain the vendor file by choosing P-Mode Programming, PLU and then Vendors from the Edit ECR Data menu. You can also access vendor maintenance by clicking Add/Edit Vendors on the PLU Maintenance window. 2. To edit an existing vendor file, select the Vendor ID# or Vendor Name from the drop- down list box.

  • Page 38: Add Inventory

    Add Inventory This tab as options to adjust Inventory levels by item, by shelf, or by vendor and an option to Add PLU sales. . By Item, By shelf and By vendor inventory adjustment functions allow orders to be entered, printed and suspended.
  • Page 39 5. Enter the Quantity and Unit Price for the inventory adjustment. Click Add PLU Entry. 6. Repeat from step #3 to add inventory for additional PLUs. Review the list of PLU additions. If you wish to add these items to inventory at this time, click the Send Totals to Inventory button.
  • Page 40 Recalculate Extended Price If item quantities/unit prices are adjusted on the screen, click Recalculate Extended Price  to recalculate the extended price. To Recall a Suspended Order Use the drop-down list box under the Load Existing Order button to select a ...

  • Page 41: Add Inventory By Shelf

    Add Inventory by Shelf 1. Choose P-Mode Programming, PLU, Add Inventory, and then Add By Shelf from the Edit ECR Data menu. An empty Inventory By Shelf window displays. 2. If an order date is not entered, today’s date will default. Enter or select an Order Date if you wish to create an order to be placed on a different date.

  • Page 42: Add Inventory By Vendor

    Add Inventory by Vendor 1. Choose P-Mode Programming, PLU, Add Inventory, and then Add By Vendor from the Edit ECR Data menu. An empty Inventory By Vendor window displays. 2. If an order date is not entered, today’s date will default. Enter or select an Order Date if you wish to create an order to be placed on a different date.
  • Page 43 Loading an Open Order Suspended orders by shelf or by vendor can be recalled for editing or received and added to inventory. 1. Choose Inventory, then Add Inventory, and then By Shelf or By Vendor from the Edit ECR Data menu. 2.

  • Page 44: Add Plu Sales

    Add PLU Sales This routine allows you to manually add PLU sales to a polling file. Use this routine in any situation where sales took place and items left store inventory, but were not properly registered at the ECR. For example, if products were sold at wholesale prices and recorded at the ECR into an open department, then inventory could be updated manually here so that inventory levels remained accurate.

  • Page 45: Repair Inventory Files

    Repair Inventory Files Database records can be corrupted or damaged by system crashes or other difficulties. This utility will browse though your .PLU, .PRD, .SLD files and separate good records from bad records. It will also remove any deleted records in the files. Good records for the .PLU file will be repaired and saved.

  • Page 46: Update Inventory From Old Poll File

    Update Inventory from Old Poll File Use this utility to update inventory if for any reason the ECR polls successfully but inventory is not successfully updated. Use caution if you choose to use this routine. It is possible to update inventory for a polled file that has already updated inventory. 1.

  • Page 47: Plu Stock (Not Part Of Inventory) Min Plu Stock (Not Part Of Inventory)

    PLU Stock (not part of inventory) Min PLU Stock (not part of inventory) These functions are not part of the Inventory feature in the SAM500 software. They are used to adjust stock counts on items when stock is being tracked at the ECR. Scroll to the items you wish to add a Stock count to and enter the quantity.

  • Page 49: Communications

    Communications  Choose Communications from the Main menu to initiate communications with the SAM4s SPS-500. Communications  47 SAM500 Reference Manual V1.0...

  • Page 50: Polling

    Polling 1. Choose Polling from the Communications menu to connect to the store to poll reports. The Poll Setup dialog box will display. Note: You must go to the Communications Polling Setup File and select reports to poll prior to using the polling feature (see page 51). 2.

  • Page 51: 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 52: 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 53: Polling Setup File

    Polling Setup File Program settings for the Polling Setup File relate to the sessions in the Communication/Polling area. Settings here determine which reports are polled when polling is started. 1. Choose Polling Setup File from the Communications menu to define the reports to be taken when polling is initiated.
  • Page 54 List of Reports Available by Polling Note: Reports selected must be available at the register. You cannot select reports, i.e. Z2 – Z5, unless memory has been allocated for the report at the ECR. Report Groups Financial Sales by TP Employees Time Keeping Daily Sales...

  • Page 55: Print

    Print  Choose Print from the Main menu to access the printing utilities described below. You cannot edit data on any of the data fields viewed through the Print menu. Reports will print at the default printer on your PC. Print ...

  • Page 56: Daily Poll File

    Daily Poll File 1. Choose Daily Poll File, and then Daily Poll File from the Print menu to print out the poll file of a given day. The Daily Poll dialog box displays. 2. Complete the Daily Poll dialog box according to the table below: Required Field Name /Optional...

  • Page 57: Create Comma Delimited File

    Create Comma Delimited File 1. Click the Create Comma Delimited File button from the Print Daily Poll File window to create a Comma Delimited file for the report you are viewing. 2. A confirmation message displays. Click Yes to create the file. 3.

  • Page 58: Plu File Only

    PLU File Only 1. Choose Daily Poll File, and then PLU File Only from the Print menu to print out the PLU poll file of a given day. The Daily Poll dialog box displays. 3. Select the date and keylock position for the report you wish to view/print. 4.

  • Page 59: Log File

    Log File 1. For error checking, choose Log File from the Print menu. Then select Uploads, Downloads or Polling to display the appropriate log file. The Log File Report dialog box displays. 2. Select the file date from the drop-down list box. 3.

  • Page 60: Inventory Report

    Inventory Report 1. Choose Inventory Report from the Print menu to display and print out the inventory file of the working store. The Print Inventory Report dialog box displays. 2. Click the Load Grid button to view the file. 3. Click the Zero Skip check box to view only items with inventory values. 4.

  • Page 61: Plu Range

    PLU Range 1. Choose PLU Range from the Print menu to display and print out the PLU file of the working store. The Print PLU Range dialog box displays. 2. Indicate the range of PLUs you with to display and print by entering values into the From PLU and To PLU boxes.

  • Page 62: Consolidated Store Report

    Consolidated Store Report This program consolidates store reports for multiple stores. This program can be used to consolidate a range of dates, for example, April 1 to April 30. 1. Choose Consolidated Store Report from the Print menu to display and print out the consolidated financial, PLU and group reports for all stores.

  • Page 63: Not Found Plu File

    Not Found PLU File 1. Choose Not Found PLU File from the Print menu to display and print a list of PLUs that have been collected in the SPS-500 not found PLU file and polled. Items are entered in the file when a PLU is entered (or scanned) and the item is not in the PLU file. The Not Found PLU File dialog box displays.

  • Page 64: Min Level Inventory Report

    Min Level Inventory Report 1. Choose Min Level Inventory Report from the Print menu to display or print out the Inventory on hand, minimum level and difference for each inventory item. 2. Click Print Grid to print the report. 3. Click Save Data to save the grid in Excel (.xls) format. 4.

  • Page 65: Inventory Type Report

    Inventory Type Report 1. Choose Inventory Type Report from the Print menu to display or print a list of inventory adjustments by the type of inventory adjustments (i.e. Stock(+), Transfer In(+), Transfer Out(-), Promo(-) or Waste(-)) for a selected period of time. 2.

  • Page 66: Cost Report

    Cost Report Note: The Cost Report only shows totals for items entered today. 1. Choose Cost Report from the Print menu to report the value of current inventory and calculate the profit margin percentage based upon the current selling price. 2.

  • Page 67: Minimum Inventory By Vendor

    Minimum Inventory by Vendor 1. Choose Min Inventory By Vendor from the Print menu to view inventory items where the quantity on hand is less than the minimum level for a specific vendor. 2. Select the vendor you wish to view from the VENDORS drop down list box. 3.

  • Page 68: Physical Inventory By Vendor

    Physical Inventory By Vendor 1. Choose Physical Inventory By Vendor from the Print menu to view inventory items by Vendor, organized by PLU# and/or Descriptor. The report indicates the expected inventory level and provides and worksheet for entering a physical inventory. 2.

  • Page 69: Physical Inventory By Shelf

    Physical Inventory by Shelf 1. Choose Physical Inventory By Shelf from the Print menu to report inventory items organized by Shelf and PLU# or by Shelf and Descriptor. The report indicates the expected inventory level and provides and worksheet for entering a physical inventory. 2.

  • Page 70: Plus By Group (Financial)

    PLUs by Group (Financial) 1. Choose PLUs by Group (Financial) to view a sales summary by reporting group. 2. Select the polled file date and report type from the drop-down list boxes. Click Load Totals to display the report. 3. Use scroll bars to review the report and/or click Print Grid to print. PLUS by Group (Program Info) The program is useful for identifying mis-programmed PLUs.

  • Page 71: Plu Sales With Percentage

    PLU Sales With Percentage  Choose PLU Sales With Percentage to Displays the PLU report with Count, Amount, and Percentage of sales. Click the Print button will send this report to your default printer. Print  69 SAM500 Reference Manual V1.0...

  • Page 72: Changed Plu Report

    Changed PLU Report This report lists PLU’s that have been changed in some manner. This may be useful for users who forget if they made PLU changes or who may be uncertain as to which PLU’s they have modified.  Choose Changed PLU Report.

  • Page 73: Remove

    Remove Overview  Choose Remove from the Main menu to access the utilities described below. Old Poll Files 1. Choose Old Poll Files from the Utilities menu to delete unwanted poll files. The Remove Old Polling Files dialog box displays. Remove ...

  • Page 74: Log Files (Upload, Download, Poll)

    2. Enter the date through which you want old poll files deleted. Click Start Delete. The message "FINISHED" will display when completed. 3. Close the window to return to the main menu. Log Files (Upload, Download, Poll) 1. Choose Log Files (Upload, Download, Poll) from the Utilities menu to delete unwanted log files.

  • Page 75: Utilities

    Utilities Overview  Choose Utilities from the Main menu to access the utilities described below. Utilities  73 SAM500 Reference Manual V1.0...

  • Page 76: Display Memory Allocation

    Display Memory Allocation 1. Choose Display Memory Allocation from the Utilities menu to display the memory allocation of the store’s ECR. Note: No Editing is allowed on this screen. 2. Close the window to return to the main menu. 74  Utilities SAM500 Reference Manual V1.0...

  • Page 77: Copy A Store

    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. Select the store that you wish to copy from by clicking the Default Store field drop-down list box.

  • Page 78: Copy Plu And Status Group Files

    Copy PLU and Status Group Files Use the Copy PLU and Status Group Files function to copy PLU and Status Group files 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 79: Pause Between Stores In Polling

    Pause Between Stores In Polling Here you can set the number of seconds that the program will wait after polling one store before it will start to poll the next store. This will only be in effect if you are polling multiple stores.

  • Page 80: Set Auto-Polling

    Set Auto-Polling You can set SAM500 to automatically go into polling mode when the program is started. You can also set SAM500 to automatically close when polling is completed. 1. Choose Set to Automatically Poll from the Utilities menu. The Set to Automatically Poll dialog box displays.

  • Page 81: After Polling

    After Polling You can program SAM500 to send your polled files to the printer immediately after polling, or have the polled files sent automatically by e-mail to a pre-selected e-mail address. Choose After Polling from the Utilities menu. The After Polling dialog box for the selected store displays.
  • Page 82 Determining the SMTP SMTP is short for Simple Mail Transfer Protocol. If your computer is on a Network see your System Administrator for the SMTP. The SMTP can be found various ways depending on which Internet Provider and what operating system is used. Note: The ISP must support SMTP or Sam After Polling will not work! The ISP must accept Microsoft Outlook or Microsoft Outlook Express or the option in SAM500 After Polling will not work.

  • Page 83: Set Number Of Attempts In Polling

    Set Number of Attempts in Polling You can set the number of attempts that SAM500 will attempt to complete a successful poll for each store. 1. Choose Set Number of Attempts in Polling from the Utilities menu. The dialog box for the selected store displays.

  • Page 84: Delete Inventory History

    Delete Inventory History You can delete inventory history for past years. 1. Choose Delete Inventory History from the Utilities menu. The dialog box for the selected store displays. 2. Enter the year you wish history deleted in the Delete Inventory History field. 3.

  • Page 85: Reset Inventory To History

    Reset Inventory to History If for any reason item inventory records are inaccurate or corrupted, you have the option of automatically recalculating and adjusting inventory levels. This routine will calculate purchase history minus sales history and reset the inventory level to the result. This is done for all inventory items at the same time.

  • Page 86: Physical Inventory Comparison Partial Physical Inventory Comparison

    Physical Inventory Comparison Partial Physical Inventory Comparison These utilities will compare the inventory quantity of the PLU file with that of an external file. The external file can be one that was created by a hand scanner that was used to take a physical inventory count.

  • Page 87: Inventory Comparison Procedure

    Inventory Comparison Procedure 1. Choose Partial Physical Inventory Comparison or Physical Inventory Comparison from the Utilities menu. 2. Click the Load Scanned Data File command button. 3. From the Open dialog, locate the folder and file where you located the inventory record text file.

  • Page 88: Manually Adjust Inventory

    Manually Adjust Inventory You can manually change inventory counts for an item. This routine will update Total Cost on Hand and Average Unit Cost on the PLU/Inventory screen as well. 1. Choose Manually Adjust Inventory from the Utilities menu. 2. Follow the instructions in the green box on the screen. 3.

  • Page 89: Convert Polled File To Comma Delimited

    Convert Polled File to Comma Delimited 1. Choose Convert Polled File to Comma Delimited from the Utilities menu. 2. Click Convert1 to save the poll file as one report – if you poll multiple reports multiple times a day all of the reports will append to the same report file. When you run the Convert1 all of the reports will be in one date stamped CSV file (03032008.CSV).

  • Page 90: Import Register Plu File

    Import Register PLU File If you have backed up a program from an SPS-500 to a SD card you can import the PLU program information into SAM500 using the import feature. This is a big benefit for especially large PLU files that can take a lot of time to upload from the ECR. Note: You need to know the number of price levels of the store file you want to copy.
  • Page 91 8. Click Yes. If the selections made all match you will see the following Processing message: 9. When complete, the dialog reports the process is finished. Utilities  89 SAM500 Reference Manual V1.0...

  • Page 92: Copy Plu Price Levels

    Copy PLU Price Levels Beginning at version v1.16.2, you can copy PLU prices from any of the five price levels to any of the levels. 1. Choose COPY PLU Price Levels from the Utilities menu. The dialog box for the selected store displays.

  • Page 93: Design 500 Flat Keyboard/Design Generic Key Tops

    Design 500 Flat Keyboard/Design Generic Key Tops Basic Keyboard Design is included in the Sam500 polling software. You can design a key sheet for a flat 160 key keyboard or you can create single, double or quad key tops for raised keyboards.
  • Page 94 92  Utilities SAM500 Reference Manual V1.0...

  • Page 95: Appendices

    Appendices Structure of Stores When you create a new store, you actually create a new sub-directory under the directory SAM500 for the store. If you create a store named BIGBOYS, the following will be created: 1. A directory named \SAM500\STORES\BIGBOYS This directory holds all the programming files for this store.

  • Page 96: File Definitions

    File Definitions Category Extension Non-PLU programming Authority level Payrate Age verification Printer driver Cash drawer options PLU index Check endorsement message Temporary PLU file used in upload and Custom report download configuration (not an edit file) Check table file 1 Check table file 2 Product mix groups Check table file 3...

  • Page 97: Structure Of Polling Files

    Structure of Polling Files When you poll, the session will always create a poll file with the date as the name of the file. For example, if you poll on 09-23-2004, for store BIGBOYS, the session will create a file on the hard disk named \SAM500\BIGBOYS\POLL\09231996.POL.
  • Page 98  The last line saved for every element is : REPORT END This line ends with 2 left arrow characters.  All data for the given element will appear between the 2 lines with 2 arrows. Data lines do not start with any arrows. ...

  • Page 99: Plu Structure

    PLU Structure SAM500 PLU STRUCTURE <storename>.PLU FIELD START LENGTH TYPE Status 1 A (ACD) PLU# 18 N Descriptor 20 A Link Group 1 Link Status Group Mix & Match Table Piece Count Recipe Table# Product Mix Group# Stock Link Plu# 18 N Modifier Qty 4 N/2...

  • Page 100: Troubleshooting Common Problems

    Note: US Robotics Sportster Modems are recommended for remote connections (for both PC and ECR sites). Software SAM4s SPS-500 Programming 1. Set S-Mode options. a) Choose S-Mode System Options. Verify that Store # is set to the same number as set in store data in SAM500.
  • Page 101 Starting Operations YOU MUST DO THIS FIRST! Before you can attempt communications or editing, you must create at least one store. Refer to "Creating a New Store" on page 16. After creating a store, you must Receive (Upload) information from the ECR. Refer to "Receive Programs from ECR (Upload)"...

  • Page 102: Cabling Diagrams

    Cabling Diagrams Typical SAM ECR to PC Connections Serial Com Cable (see below) SAM4s DB-9M DB-9F USB Cable Perle USB to Serial Adaptor Serial Com Cable SAM4s (see below DB-9M DB-9F Note: If you are connecting the ECR to a PC or Laptop that has no serial port, you must use a USB to Serial adaptor as shown above.

  • Page 103: Cable Pinouts

    Cable Pinouts 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 # 522120 Part # 522124 SAM4s SAM4s DB-9F DB-9F Modular RJ-45 DB-9F DCD1...

  • Page 104: Inventory File Management

    Inventory File Management If SAM500 is tracking inventory, it will create a file called INVZ1.POL, when polling PLUs. This file is created in the Store Name folder. \SAM500\Stores\Mystore\INVZ1.POL This file is a text file that consists of all PLUs that were polled. Each PLU will have its own line that is structured as follows: (YYMMDD) (PLU# - 14 characters) (Quantity Sold –...
  • Page 105 Click the Print button to print this file message out. After printing, delete this message. If you don’t delete this message, every time you go into polling, you will see the red message alert. Next step is to Exit SAM500. From your desktop, click on My Computer and browse until you find the above files.

  • Page 106: Inventory Products With Multiple Units Of Measure

    Inventory Products with Multiple Units of Measure SAM Inventory users can now easily track inventory when multi-unit packages of food or beverage items are broken down and sold in different units of measure. This feature allows retailers to maintain the inventory under the largest purchased unit – the “master” PLU, while pieces of the master unit sold under different barcode numbers are also subtracted from the “master”...

  • Page 107: Master Plu Setup

    Master PLU Setup PLU Inventory Tab Enter the number of The Master PLU keeps nter 4-Character pieces (cans) in the lot accurate inventory by Descriptors for the (case). lot and piece for “Lot” and “Piece”, in product sold under this example “case” and master, as well as child “can”...

  • Page 108: Child Plu Setup

    Child PLU Setup 6-Pack Inventory Enter the number nter the number of of the “Master” pieces (cans) that should PLU where be deducted with the inventory sale of each unit records are kept. 106  Appendices SAM500 Reference Manual V1.0...

  • Page 109: How The Inventory Works

    How the Inventory Works A retailer buys 100 cases of Coke. In the Sam Inventory software the manager will enter the 100 cases of Coke received into the master PLU for Coke cases. Select Edit ECR Data from the task bar. Select Inventory/Add Inventory and chose if adding by item/vendor/ or shelf. Select the PLU # for the master PLU Coke case from the drop down box, enter the quantity and the unit price information.

  • Page 110: Export Delivery File

    Export Delivery File 1. Choose Delivery File from the Edit ECR Data/P-Mode Programming menu. The Delivery file for the selected store displays: 2. The delivery accounts, record fields and purchase information are displayed. Records can be added/edited as they would be at the SPS-500 register. 3.
  • Page 111 4. The delivery file will appear in Excel as the sample below, ready for use by Microsoft Office mail merge or other applications. Appendices  109 SAM500 Reference Manual V1.0...

  • Page 112: Manual Revision Record

    Manual Revision Record Edition Date published Revision contents V1.0 11/18/2009 110  Manual Revision Record SAM500 Reference Manual V1.0...

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