Page 1 SAP-6600/4800II & SAP-630/SAP-530 Sam4POS Operator Manual Sam4POS 6600/4800II Operators Manual v2.9 2017, 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 Precaution Statements Follow these safety, servicing and ESD precautions to prevent damage and to protect against potential hazards such as electrical shock. 6. Observe the original lead dress, especially near 1-1 Safety Precautions the following areas : sharp edges, and Be sure that all built-in protective especially the AC and high voltage supplies.
Page 4 Servicing Precautions WARNING: First read the-Safety Precautions-section of this manual. If some unforeseen circumstance creates a conflict between the servicing and safety precautions, always follow the safety precautions. WARNING: An electrolytic capacitor installed with the wrong polarity might explode. 5. Check the insulation between the blades of the 1.
Page 5: Table Of Contents
Contents Introduction SAM4s Sam4POS Overview ..................9 Hardware ....................... 9 Software ...................... 11 Options ......................11 Sam4POS Power Requirements ................11 Safe Operation ..................... 11 About Power Conditioning Equipment ..............12 Surge Protectors and Power Conditioners ........... 12 Ground Guard Conditioners ................ 12 Uninterruptible Power Supplies (UPS)............
Page 6 Sign On by Employee Card ................. 46 Sign On by Dallas ..................46 Sign Off ....................... 47 Clerk Interrupt ..................... 47 Clocking In/Out ................... 48 Clock In ....................... 48 Clock Out for Break ..................50 Clock In from Break ..................50 Clock Out for Day ..................
Page 7 Outside of Sale Operations ..................90 Display Time & Date .................. 90 Waste ......................90 Received on Account................... 91 Paid Out ....................... 92 Post-Finalization Procedures ..................93 Receipt Issue ....................93 Gift Receipt ....................93 List Paid ...................... 94 Advanced Application Operations Overview .........................
Page 8 End Of Not Found PLU ................169 Report Samples ......................170 Financial Report ..................170 PLU Report....................172 Group Report ..................... 174 Period Report ..................... 174 Open Check Report ................... 175 Stock Report ....................175 Labor Report ....................176 Food Cost Report ..................176 Time In Out Report ...................
Page 9: Introduction
Introduction SAM4s Sam4POS Overview SAM4POS from SAM4s is an Android based POS application solution that can be installed on the SAM4s SAP-6600 & SAP-4800II, the SAP-630/SAP-530 terminals, and the Hisense HM616 Android tablet. SAM4POS is available to resellers only as a hardware/software bundle; SAM4POS is not available as a generic application and will not run on other Android devices.
Page 10 SAP-6600 The SAM4s SAP-6600 touch screen terminal is an attractive, powerful and cost-effective Android touch screen terminal that will effectively run a variety of Android software applications. • Intel Braswell Celeron N3160 Quad Core 2.24GHz Fanless Processor • Android 6.0 (Marshmallow) Operating System •...
Page 11: Software
Database items such as PLU’s, PLU groups and operators can be added and used virtually without limit, as the memory on the SAM4s Android terminal far exceeds memory available on Sam4POS-style proprietary terminals. This also means that certain functions can be replicated virtually without limit for example, tenders and discounts.
Page 12: About Power Conditioning Equipment
About Power Conditioning Equipment Surge Protectors and Power Conditioners Most people are familiar with surge protectors, which guard against damage due to sudden spikes in the electrical current. A power conditioner provides protection against surges in power just as a surge suppressor does, but a power conditioner also maintains a continuous voltage during temporary voltage reductions, such as a brownout.
Page 13: Controls & Connections
Controls & Connections While the programming on the Sam4POS is essentially the same, the connections and controls may vary on the different terminals. SAP-6600 Standard 3-Track Front Facing Magnetic Card Reader (MCR) Power Button located on the bottom right of the touch panel Standard 3-Track Front Facing...
Page 14: Sap-6600
Optional Integrated Rear 2 Line by 20 Character VFD Customer Display SAP-6600 Connection Panel • COM1, COM2 = DB9M With Pin 9 voltage (+5V) • COM3 = RJ45 Pin 8 (0V / +5V / 12V) Voltage selectable in BIOS • Audio Line-Out port •...
Page 15: Sap-4800Ii
SAP-4800II Retired - Standard 3-Track Magnetic Card Reader (MCR) Power Button Located on the bottom of the touch display. Break out tabs for cable management. Introduction • 15 Sam4POS 6600/4800II Operators Manual v2.9...
Page 16 SAP-4800-II Connection Panel A - COM4 (Powered) B - USB (2) C - Drawer 1 D - Drawer 2 E - LAN F - COM2 (Powered) G - COM1 (Powered) H - COM3 (Powered) I - DC In (Power Input) 16 •...
Page 17: Rear Vfd Display (Optional)
Rear VFD Display (optional) Available as an option on the SAP-6600 & SAP-4800II SD Card Access Optional Rear VFD Display USB Ports (2) Break out tabs for cable management. Introduction • 17 Sam4POS 6600/4800II Operators Manual v2.9...
Page 18: Sap-630/Sap-530
SAP-630/SAP-530 SAP-530 Retired - 9.7” Operator Touch Display. 3” Thermal Receipt Printer 7 position Mode Key Lock The Power LED will illuminate when the ECR USB Port is powered on. The IRC LED will flash during IRC operations Optional (MCR) Magnetic Card Reader Shown with Flat Keyboard Raised Keyboard Style also available...
Page 19 Side Connections Set the LCD panel to the Customer Display optimum viewing angle Power Switch Access panel for Integrated MCR connection Power Chord Access panel – Not used Rear Customer Display The SAP-630 & SAP-530 terminals come equipped with an integrated rear VFD customer display. Standard Rear VFD Customer Display Turn and/or lift for optimum viewing with nearly 270°...
Page 20 SD Memory Card Slot The SD Memory Card is located inside the printer compartment. It can be used to: • Load Application Program Updates • Save/Load Program Settings • Load Graphic Images • Save Screen Captures Connection Panel Standard ports include: •...
Page 21 Control Lock The Key-Lock / Mode Switch has 7 positions that can be access using keys provided with the terminal. Each SAP-530 is shipped with two full sets of keys. VOID Transaction Void: removes sales totals. VOID The register is inoperable. Register Mode: use for normal sale registrations.
Page 22: Getting Started
Getting Started Default Screens Sign on Screen Upon boot up, the Sign on screen displays. This screen will display regardless of the position of the mode key. Use the default password “1” and touch “enter” to log in the first time. You must sign on to be able to operate the Sam4POS in any mode key position.
Page 23: Operator Screen Layout
Operator Screen Layout Touch the Register Mode icon on the Main Menu screen to open the Sam4POS Register Mode Operator Screen. The operator screen is divided into different zones to facilitate regular sales transactions. Touch the Back Arrow icon to close the Register Mode operators screen and return to the main menu screen.
Page 24: Operator Screen Header Bar
provided to move through all the available FLUs. Operator Screen Header Bar Register Mode - Header Icon Details Header Icons - Top Row Back Arrow – Used to exit the register mode Mode – Indicates the current mode More Functions Menu Icon – Tap to display: EOD Report, Memory Usage percentage, Memo Pad, Team Viewer, and Favorites selections.
Page 25: Expanded Operator Screen Header Bar
Header Icons - Bottom Row System Identification displays the terminal information: PLU Key Info – Select to display the PLU ‘Price’ or ‘Stock’ on PLU’s or select ‘None’: Price Level – displays the current Price Level, touch this icon to select or change to a different price level: KP Period –...
Page 26 More Functions Menu Icons More Functions Menu icon – adds the End of Day report, Percentage of Memory Used, Memo, Team Viewer and Favorites icons to the title bar. End Of Day report icon – available with appropriate authority level setting only. Allows Employee to access and perform the EOD report from the Register mode.
Page 27 Memo Icon The Memo icon is available when you press the more functions menu icon on the register screen header bar. Selecting the Memo icon allow the operator to add a note or reminder that can be reviewed at a later time.
Page 28 9. The new memo/note/reminder is added to the list. 10. To edit or delete notes; tap/touch on the desired note from the list: 11. Press the: note pad icon to edit the note; b. trash can icon to delete the note;...
Page 29: Custom Screen Layouts
Custom Screen Layouts After your authorized dealer prepares your Sam4POS for installation, your main MLU screen will look different. Each screen will contain the variety of item and function keys that you require. Your screens will be designed using the following capabilities: The Main Screen and each MLU screen provide 56 single size key locations in a 7 x 8 matrix.
Page 30 Sale Screen Size Edit If the option in the Program Mode\Options\Options\General Option: ALLOW SALE SCREEN EDIT is enabled, you can adjust the size of the sales screen in the register mode. 1. If the screen edit option is ON, the gear icon will display in REGISTER MODE allowing for the screen size to be edited.
Page 31 4. Press the Save icon if you want to save the new screen configuration. Note: All register mode display areas are adjusted, any hidden MLU/FLU keys will no longer be accessible when registering sales. Getting Started • 31 Sam4POS 6600/4800II Operators Manual v2.9...
Page 32: Report Mode Screen
Report Mode Screen On the SAP-6600 &SAP-4800II terminals, touch the REPORT icon on the main menu screen to access, view and print the available register reports without clearing the totals. On the SAP-630 & SAP-530 terminals, the report mode is accessed by turning the mode key to the X-position. When the Report Mode is selected, a grid of six quick view summary reports displays for managers to quickly see selected report information.
Page 33: End Of Day Screen
End Of Day Screen Touch the End Of Day icon on the main menu screen on the SAP-6600 & SAP-4800II to access the End Of Day report screen. On the SAP-630 & SAP-530 terminals, turn the mode key to the Z-position. The End of Day operation allows the operator to close and print the Financial, PLU, Group, Period, Employee and TIP Reports for all employees or select specific reports for specified employees.
Page 34: Screen Saver
Screen Saver A screen saver can be set to display on the operator display after the terminal has been idle for a pre- determined amount of time. Your authorized dealer can install a custom graphic image to display as the screen saver or you can choose to display a clock.
Page 35: Initial Clear/Re-Boot
An initial clear may be necessary as part of servicing, or troubleshooting the Sam4POS register or system. • Perform this procedure only as necessary. Contact your authorized SAM4S dealer first if you have questions about operating or programming your Sam4POS. Getting Started • 35...
Page 36: Initial Clear
1. In versions 1.0.26 and later: Tap the Version information, in the lower right corner, three times to initial clear the SAM4POS terminal. (In versions before 1.0.26: tap the SAM4s logo displayed on the main sign on screen three times.) 2.
Page 37: Navigation Tips
Navigation Tips Navigating the screens within the Sam4POS application is very intuitive. Screens are setup with easily identifiable icons to quickly access and select the various program areas and options. Many of the icons used are common throughout the operation and programming screens. Common Icons Icon Description...
Page 38 Icon Description Exit Copy Icon Refresh Show or magnify selection Print – Typically used in reports Export file to CSV Scroll keys, the single arrow keys scroll Up/Down one page at a time, the double arrow scroll keys go to the Beginning/End of the list. Sort menus –...
Page 39: Function Key
Function Key Function Keys are separated into three categories, Function Key, Tender Key and MACRO Key. The options for each will vary by key type selected. Refer to the Function/Tender Key Definitions List for specific information about each key type. Custom descriptors up to 30 characters can be programmed on the keys.
Page 40 FUNCTION KEY Description HOLD Use to identify an individual item, or an entire transaction so that the designated items will not print/display at the kitchen printer/KVS at the current finalization. Items designated as "hold" items will display on the screen with an "H".
Page 41 FUNCTION KEY Description RECALL TABLE The check tracking system can maintain balances and the entire transaction in the register memory. You can create as many RECALL keys as necessary for your application. Touch one of the four RECALL CHECK # keys directly to begin a tracking transaction or enter the tracking number and touch the RECALL CHECK # key to access the existing tracking balance.
Page 42: Tender Key Definitions
FUNCTION KEY Description TIME CLOCK IN/OUT Touch the CLK IN/OUT key to record start and stop work times for the registered employee. Hours worked are maintained by the time clock system. TIP CHARGE Use TIP CHARGE to enter TIPs to an open guest check. TIP DECALRE Used TIP DECLARE enter TIPs received by an employee.
Page 43: Error Messages
Error Messages The Sam4POS displays error messages in a pop-up window in the sales mode. Note that each of the standard messages described below can be customized. Your program may display slightly different text messages. AGE RESTRICTION The item being registered requires D-Date entry to proceed. CANCEL IS NOT ALLOWED When this item is registered in a sale, the Cancel operation is not allowed.
Page 44 NO DRAWER The employee currently signed on is not assigned to a drawer, and is not allowed to perform cash sales, or the drawer is no longer attached and is required in order to continue. NO PREST OVERRIDE Override of the preset Price/HALO not allowed on this PLU. NOT READY! Remote printer is not ready for printing tasks.
Page 45 TRAY SUBTOTAL REQUIRED! This prompt appears while in a TRAY SUBTOTAL transaction. The operator must first touch the TRAY SUBTOTAL key before touching any tender keys. VALUE IS OUT OF RANGE The number entered is out of range. VOIDING OF THIS ITEM IS NOT ALLOWED Void Item operation is not allowed on this PLU.
Page 46: Basic Operations
Basic Operations Operation Notes Functions may be located on the Sam4POS real-keyboard or on the touch screen. Press or touch the function as appropriate; Key labels and descriptors may differ due to custom programming. Consult with your dealer for detailed operation information. The default key descriptions are used throughout this operation manual.
Page 47: Sign Off
Sign Off There are several ways to sign off the current employee. While in the Register Mode: 1. Type the current employee operating code using the 10-key pad then touch the EMPLOYEE key. 2. Type “0” then touch the EMPLOYEE key. 3.
Page 48: Clocking In/Out
Clocking In/Out The Sam4POS provides a basic time-keeping system for daily reporting and weekly payroll. Additional programming is required to utilize this feature. Employees can clock-in from the register mode using the Time In/Out key or Clock in can be performed from the Main Sign on screen.
Page 49 – Main Sign On Screen 1. From the Main Sign On screen; Tap the Time In/Out button at the top of the number entry dialog so it is selected as shown below: 2. Enter the employee clock in code and touch the TIME IN/OUT function key to display the clock in/out window: Job codes that are available for the employee are displayed.
Page 50: Clock Out For Break
Clock Out for Break 1. Enter the employee clock in code and touch the TIME IN/OUT function key to display the clock in/out window: Clock in time for the day is displayed. 2. Touch the BREAK TIME key. Clock out time for the break time is displayed.
Page 51: Time Clock Editing
Time Clock Editing If an employee forgets to clock in or out, authorized personnel can Edit the time clock data from the Time In-Out Report screen. Use the buttons above the time entries to perform the desired operation. The available selections include: •...
Page 52 5. The NEW time entry is added: Edit Time Entry 1. From the Report Mode, select the Time In Out Report from the Detailed Reports menu, then press SHOW to display the current employee time entries: 2. Press the EDIT Button; The Time In-Out Edit dialog displays: 52 •...
Page 53 3. We can edit the Job Code, Start Time End Time or Type; Select the field on the grid for the EMPLOYEE whose data you wish to edit: i.e. to Edit the End Time for Davros, click/tap on the END TIME column on Davros’s time entry line. 4.
Page 54 Delete a Time Entry 1. From the Report Mode, select the Time In Out Report from the Detailed Reports menu, then press SHOW to display the current employee time entries: 2. Select the time entry record you wish to remove; Press the DELETE Button. The selected time entry record will be removed.
Page 55: Registering Plu's/Items
Registering PLU’s/Items Preset PLU’s • Touch a preset PLU to register the item or Scan an item programmed into the database to register into the sale. Open PLU’s • Enter the price (without the decimal) and touch an open PLU to register an open-priced PLU. •...
Page 56: Price Check
Price Check Use the PRICE CHECK key to check the price of an item without registering it. We can also edit the PLU descriptor and change the price from the Price Check key or print a label for the selected item. T he PLU option ‘Allow Price Change’...
Page 57: Scale Items
Print Label Note: you must have a label printer setup and mapped to the terminal before you can print labels. 8. To print a barcode from the Price Check function – after selecting a PLU, press the print icon the PRINT LABEL dialog displays: 9.
Page 58 Manual Weight Entry 1. Enter the weight using the decimal key. 2. Touch the SCALE key to display the weight. 3. Register the open or preset PLU. Auto Scale Entry 1. Place the item on the scale. 2. Touch the Auto-Scale PLU item on the touch screen or real-keyboard. Tare Weight A tare is the amount of weight accounted for by the container or packaging.
Page 59 3. Touch the TARE ENTRY drop down: 4. Select the appropriate Tare from the list; the weight displays minus the tare: 5. Press OK. 6. Register the open or preset scale PLU; the item is added to the sale. Open Tare Weight Entry 1.
Page 60: Promo
3. Touch the Open TARE ENTRY field. Place the cursor to the right of the digit you want to enter. 4. Enter the Tare weight. Note that the weight displays minus the tare weight entered. 5. Touch OK: 6. Register the open or preset scale PLU;...
Page 61: Split Pricing - Decimal
1. Register the items to be sold. 2. Select the item you to Promo; Touch the PROMO key. 3. The price on the selected item is removed; PROMO will be indicated under the item. Split Pricing – Decimal When items are priced in groups, i.e. 3 for $1.00, you can enter the quantity purchased and let the register calculate the correct price.
Page 62 1. Enter the quantity purchased; press the X/TIME key. Sam4POS For example, enter: 12345 City Street Hometown, USA 55555 [2] X/TIME 2. Enter the quantity of the group price; press the 2017-09-20 15:43 X/TIME key. For example, if the items are priced 3 ORDER# 123 POS-1060 for $1.00, enter:...
Page 63: Split Pricing - Whole
Split Pricing – Whole# The X/Time key can be set to allow Split Pricing. The split pricing can be set for either Whole# or Decimal. 1. Enter the quantity purchased; press the X/TIME Sam4POS key. For example, enter: 12345 City Street Hometown, USA 55555 [2] X/TIME 2.
Page 64: Not Found Plu
Not Found PLU Designed to be used in a scanning system, the NOT FOUND PLU feature allows the operator to immediately enter basic PLU information for an item that is not in the PLU file. If the "Not Found PLU" message displays when a PLU is entered (or when an item is scanned) the operator can press or touch the NOT FOUND PLU key and will be prompted to enter PLU price, and if programmed, the descriptor and linking information.
Page 65: Shifting Or Exempting Tax
Shifting or Exempting Tax Tax Shift PLU’s can be programmed to automatically add the appropriate tax or taxes. Occasionally, you may need to sell a normally taxable item without tax, or a normally non-taxable item with tax. You can perform tax shifting with the tax shift key.
Page 66: Corrections & Voids
Corrections & Voids Clear Touch the CLEAR key to erase numeric entries or clear an error condition.  Void Item Use the VOID ITEM key to void an item previously entered in a transaction. To void a previous item: Touch the item or condiment where it is displayed – note that the item touched is now selected and ...
Page 67: Splitting Consolidated Items
Splitting Consolidated Items When like items are consolidated, touch the SPLIT ITEM key to separate items for separate seat assignment or split checks. 1. Touch the consolidated item you wish to split. 2. Touch SPLIT ITEM to split the items; The SPLIT ITEM dialog displays: 3.
Page 68: Change Quantity
Change Quantity The QUANTITY CHANGE key allows the operator to change the quantity of an item that was entered incorrectly. For example: The customer ordered six beers but the operator incorrectly entered in 9 X/Time Beer instead of entering 6 X/Time Beer. To correct this: 1.
Page 69: Discounts/Coupons/Surcharges
Discounts/Coupons/Surcharges The DISCOUNT key is programmable and may be set up to handle a variety of discounts, surcharges or coupons. Each Discount key can: • Require Manager to allow the discount, • Apply to a Sale or an Item, • Accept an amount entry or calculate a percentage, •...
Page 70 Open Amount Sale Coupon To deduct an open amount coupon against a sale: 1. Register items. 2. Touch SUBTOTAL. 3. Enter the amount of the coupon. 4. Touch the % key. 5. Finalize the transaction. Preset Percentage Sale Coupon To deduct a preset amount coupon against a sale: 1.
Page 71: Item Discounts
Item Discounts Open Percentage Item Discount To deduct an open percentage discount from an item (or override a preset percentage): 1. Register items. 2. Touch the item to be discounted. 3. Enter discount percentage. If the discount is fractional, use the decimal key. For example, enter 1 5 .
Page 72: Surcharges
Surcharges Open Percentage Sale Surcharge To add an open percentage surcharge to a sale: 1. Register items. 2. Touch SUBTOTAL. 3. Enter surcharge percentage. If the surcharge is fractional, use the decimal key. For example, enter 1 5 . 5 for a 15.5% surcharge. 4.
Page 73: Promotion \ Coupon Search
Promotion \ Coupon Search If setup in the promotion programming, The Mix & Match, Multi-Buy, and Combo Discount provide the ability to select a specific coupon/discount to apply. The Promotion function key is used to select and apply the appropriate discount. Key Sequence From the REGISTER MODE register items associated with the promotion.
Page 74: Totaling/Tendering
Totaling/Tendering Cash Cash Tender keys can be set as: NORMAL Touch the CASH key or, enter the amount of the cash tendered and touch the CASH key. The register will display the change due. QUICK TENDER Touch the QUICK CASH key, the programmed amount will be applied and any change due will be displayed.
Page 75: Food Stamp Subtotal & Tender
Food Stamp Subtotal & Tender Food Stamp options include: • The FD/S TEND key can be programmed to forgive tax on items paid for with food stamps. • Food Stamp change of less than $1 can be applied toward the sale or given as change. Consult with your installing dealer to verify that food stamp programming is set to correspond with food stamp merchant rules in your area.
Page 76: Integrated Payment Transactions
Integrated Payment Transactions The operation examples described here are shown using the Datacap IPTran-LT with the vx805 Pin-Pad. Other Datacap approved pin-pads can be used. The procedure below applies to Miscellaneous Tender keys set for Credit or Cash Benefit. Sample Transaction - Credit Close the previous day’s batch before beginning a new sales day.
Page 77 Sample Merchant and Customer Drafts (without tip) If the Datacap Tip Entry option is set to “Do Not Prompt on PINPAD” (S-Mode System Option/Page 6) a tip line will not be printed and the customer will not be prompted for tip entry at the PIN-Pad. 2019-02-21 14:51 2019-02-21...
Page 78 Sample Merchant and Customer Drafts (with tip) If the Datacap Tip Entry option is set to “Print Blank Tip on Receipt” (S-Mode System Option/Page 6) a tip line will be printed and the customer will not be prompted for tip entry at the PIN-Pad. 2019-02-21 15:32 2019-02-21...
Page 79: Sample Transaction - Tip Entry At Pin-Pad
Sample Transaction – Tip Entry at PIN-Pad If the Datacap Tip Entry option is set to “Prompt on PIN-PAD” (S-Mode System Option/Page 6) a tip line will not be printed and the customer will be prompted for tip entry at the PIN-Pad. 1.
Page 80 Sample Merchant and Customer Drafts 2019-02-21 15:51 2019-02-21 15:51 ORDER# POS-1_012 ORDER# POS-1_12 ---------------------------------------- PRODUCT TOTAL MERCHANT ID: ****7801 ---------------------------------------- CLERK ID: 1 ** NO SEAT ** GENERAL MDSE $1.00 SALE TIP BY EFT $0.10 MASTERCARD ************0434 ---------------------------------------- ENTRY METHON: CHIP SUBTOTAL $1.20 DATE: 02/21/2019 TIME: 09:59:59...
Page 81: Sample Transaction - Debit
Sample Transaction - Debit 1. Register a normal transaction. 2. Touch the appropriate MISC TEND key. At the register, the message “WORKING” displays: 3. At the PIN-Pad the message displays: SALE $2.00 – OK? 4. Press the GREEN button on the PIN-Pad keypad. 5.
Page 82 Sample Merchant and Customer Drafts (without tip) 2019-02-21 14:51 2019-02-21 14:51 ORDER# POS-1_008 ORDER# POS-1_008 ---------------------------------------- PRODUCT TOTAL MERCHANT ID: ****7801 ---------------------------------------- CLERK ID: 1 ** NO SEAT ** GENERAL MDSE $10.00 SALE ---------------------------------------- VISA ************0010 SUBTOTAL $10.99 ENTRY METHON: CHIP TAX1 TAXABLE $10.00 DATE: 02/21/2019 TIME: 11:02:52...
Page 83 Sample Merchant and Customer Drafts (with tip) 2019-02-21 15:32 2019-02-21 15:32 ORDER# POS-1_009 ORDER# POS-1_009 ---------------------------------------- PRODUCT TOTAL MERCHANT ID: ****7801 ---------------------------------------- CLERK ID: 1 ** NO SEAT ** GENERAL MDSE $10.00 SALE ---------------------------------------- VISA ************0010 SUBTOTAL $10.99 ENTRY METHON: CHIP TAX1 TAXABLE $10.99 DATE: 02/21/2019 TIME: 09:41:14...
Page 84: Manual Card Entry
Manual Card Entry Manual card entry is allowed on Credit, Gift and EBT transactions if the reader is unable to read the card or for card not present sales. Note: PIN Debit payments must be processed as card-present transactions, card data must be read by the card reader and cannot be manually entered.
Page 85: Gift Card Sale
Gift Card Sale Complete the gift card sale transaction as you would a normal transaction. The operation is the same if you are activating a new gift card or adding value to an existing card. 1. Register a normal transaction. 2.
Page 86: Ebt (Food Stamp) Transaction
EBT (Food Stamp) Transaction When integrated EBT is utilized, tendering a sale using a Food Stamp Tender key set to Connect To EFT requires entry of the PIN number. 1. Register a normal transaction. 2. Touch the F/S TEND key. At the register, the message “WORKING” displays: 3.
Page 87 Sample Merchant and Customer Draft 2019-02-21 14:22 2019-02-21 14:22 ORDER# POS-1_007 ORDER# POS-1_007 ---------------------------------------- PRODUCT TOTAL MERCHANT ID: ****7801 ---------------------------------------- CLERK ID: 1 ** NO SEAT# ** -1 x @ 15.00 REFUND ==[return]== GENERAL MDSE -15.00 VISA ************0010 ENTRY METHOD: CHIP ---------------------------------------- DATE: 02/21/2019 TIME: 14:21:52...
Page 88: Void Transaction
Void Transaction Transaction Void allows a transaction to be removed from the batch and not reported to the cardholder statement. This process will both correct the register totals and remove the transaction from the batch. (You can also choose to void a transaction by record number from EFT menus. See “Void Sales by Record Number”...
Page 89 Sample Merchant and Customer Draft 2019-0220 21:48 2019-02-20 21:48 MERCHANT ID: 19497807 ORDER# POS-1_005 CLERK ID: TEST ------------------------------------- PRODUCT TOTAL REFUND ------------------------------------- ** TRANS VD ** VISA ************0010 ENTRY METHOD: CHIP GENERAL MDSE -2.01 DATE: 02/20/2019 TIME: 21:48:52 ------------------------------------- INVOICE:00022 SUBTOTAL -2.01 REFERENCE: 1005...
Page 90: Outside Of Sale Operations
TIP (Gratuity) Entry Gratuities (Tips) indicated by the customer on the payment draft must be entered at the ECR before the batch is closed. Gratuities/Tips can be added from the EFT Operation menu, EFT Operation function key or from the List Paid function key. Refer to the Post-Finalization Procedures: TIP (Gratuity) Entry on page 98 for TIP Entry using the List Paid key.
Page 91: Received On Account
Received on Account Received on account operations are used to add to the cash, check or miscellaneous media amounts to the drawer total. Typically, Received on Account operations are performed outside a sale. However, it is possible to perform a received on account operation within a transaction.
Page 92: Paid Out
Paid Out Paid Out operations are used to remove amounts from the cash, check or miscellaneous drawer totals. Typically, Paid Out operations are performed outside a sale. However, it is possible to perform a Paid Out operation within a transaction. The Paid Out amount will add to the current transaction amount. 1.
Page 93: Post-Finalization Procedures
Post-Finalization Procedures These operations are performed from the Register Mode but are only allowed after a sale is complete. Receipt Issue Additional receipts can be printed after a sale is finalized, or, if a receipt is not normally issued, we can print a receipt on request.
Page 94: List Paid
List Paid Touch List Paid to view previously closed transactions for the current day or for a specified date range; The List Paid key can only be used outside of a transaction. Transactions for all employees or transactions just for selected employees can be previewed, reprinted or exported to a USB or E-Mail account.
Page 95 List Paid Example 1. Touch the LIST PAID key; the transaction preview screen is displayed: 2. Touch the TODAY button to view paid transactions for the current day. – Or – 3. Touch the START DATE calendar. 4. Select the desired Start Date, Press 5.
Page 96 7. The LIST PAID screen is displayed. The default setting is to show paid transactions for all employees. If desired, you can choose to see just the transactions from selected employees. 8. Touch the EMPLOYEE field to display the employee list. Check\Uncheck the SELECT ALL checkbox.
Page 97 12. Select a transaction to preview the receipt; 13. Press REPRINT to print a copy of the receipt. 14. Press the icon if you want to export the selected transaction. 15. Choose the Export Path where you want to send the data: •...
Page 98 TIP (Gratuity) Entry When Integrated Credit is utilized, Tips indicated by the customer can be added after the transaction is tendered from the List Paid screen. Tip entry here is only used with integrated credit, credit card transactions. Credit transactions can also be voided from the batch from the List Paid screen. Note: If the Paid Type is set for TENDER and the Tender Category is set for MISC, you can use this key for easy TIP entry.
Page 99 Void Sales When Integrated Credit is utilized, Credit transactions can be voided from the batch from the List Paid screen. This operation is used only with credit transactions when integrated credit is used. Tips indicated by the customer can be added after the transaction is tendered from the List Paid screen. Tip entry here is only used with integrated credit, credit card transactions.
Page 100: Advanced Application Operations
Advanced Application Operations Overview The Sam4POS terminals can be utilized in a variety of common applications such as food service, retail and table service environments. Default key descriptors are used throughout this operation manual. The names and functions described in this manual may differ slightly from your specific application. Consult with your dealer for detailed operation information.
Page 101: Modifier Keys
Modifier Keys Typically, keys labeled as Small/Medium/Large/etc. are modifier keys. When items are sold in different sizes, touch a modifier (size key) before the desired item. Modifiers can be programmed as: • Stay Down so that registrations will be modified by the same modifier until another modifier is selected, •...
Page 102 Using Modifiers  LARGE, X-LARGE, MEDIUM and SMALL are modifier keys. When items are sold in different sizes, press or touch a modifier before registering the desired item. For example, touch LARGE, and then touch COFFEE.  When items are sold in different flavors, or with different options, registration of the item may trigger a MLU Chain.
Page 103: Quick Service Operations
Quick Service Operations Drive Thru Operations When drive thru operations are implemented, Drive Thru Store, Drive Thru Recall keys, assigned on the screen. (The Drive Thru Store key uses a Store Table function key with the “auto check management” feature enabled. The Drive Thru Recall key uses a Recall Table function key with the “Drive Thru” feature enabled.) Drive Thru Store 1.
Page 104 Alternately, you can select a pre-defined Alpha Text message as defined in the Message programming. Refer to Program Mode \ Receipt & Message \ Message programming. 1. Press the ALPHA TEXT key any time after registering an item. 2. When the Alpha Text dialog displays, Press the MESSAGE GROUP field to open the predefine message categories:...
Page 105 6. The selected message is saved and displayed with the order; when the transaction is tendered, the message will print on the receipt in the format indicated. Note: Alpha text entries made after a held item will not follow the item when a check is recalled, and the item is released.
Page 106: Overview
Table Service Operations Overview The Sam4POS provides a soft check system for storing and recalling orders on the terminal. Multiple tracking files can be created; This allows you to set up different files for table tracking, phone order tracking, drive-thru tracking for multiple windows, take-out order tracking or whatever your application requires.
Page 107: Soft Check Posting
Soft Check Posting The Sam4POS terminals use a Soft Check tracking method for storing orders. It is not necessary to print the check at each posting. The PRINT CHECK key is used to print the check for presentation to the customer.
Page 108 Beginning a Check 1. Depending on how your system is programmed, to begin a check: Touch the RECALL TABLE key, if set to automatically assign a check number a new check will be opened. b. Touch the RECALL TABLE function key, enter the check number or customer name; press OK to open the check.
Page 109 Adding to a Check – Method 1 1. To add additional items to a stored check, you can either: Enter the check number and touch the RECALL Table function – or – b. Use the LIST Table function to select a check from a list to open: 2.
Page 110 Adding to A Check – Method 2 If a sale is started but not finalized, we can add the sale to an existing check in the system. (This feature requires application version 1.0.68 or later.) 1. Register a normal transaction without opening a table. 2.
Page 111 7. The check can be Stored or tendered as needed. Repeat You can repeat the last items posted to a check by using the REPEAT key. This simplifies registration of another round of drinks. The Repeat function may require manager authorization. 1.
Page 112 3. Touch REPEAT. The items previously posted to the check are displayed. 4. Select the items you wish to REPEAT on the order. Note: All previously serviced items are highlighted by default. Only leave the items you want to repeat highlighted. Touch the items to deselect/select items as desired.
Page 113 Paying a Check 1. To pay off an existing check: Enter the check number and press Recall Table. b. Press the List Table function, touch a check from the displayed list of active checks to select it and then touch OPEN. 2.
Page 114: Seat # Assignment
Seat # Assignment The seat # system may be employed in a soft check system, its purposes are: To separate orders by seat (or individuals) so that orders can be identified by individual seats on  kitchen requisitions for food preparation. To facilitate separate payments by seat.
Page 115 Changing the Seat # on a Previously Entered Item If you need to change the current seat# assignment on an item: 1. Touch the item you wish to change the seat# assignment on. 2. Touch SEAT #. The Enter New Seat # entry dialog displays.
Page 116: Print Check By Seat Number
Print Check by Seat Number 1. Open a check. Identify items by seat number. 2. Touch PRINT CHECK. The print ‘Check dialog’ will offer the following options: SINGLE CHECK – ALL SEATS  SEPARATE CHECKS – ALL SEATS  SINGLE CHECK –ONE SEAT (When selected, you will be prompted to select a seat ...
Page 117 4. The seat is highlighted and paid; the seat total is adjusted accordingly. 5. Continue to settle each seat until the check is completely paid, or touch STORE CHECK to store the unpaid seats. 6. When the check is opened again, the paid seat no longer appears on the check. Advanced Application Operations •...
Page 118: Split Table
Split Table The Split Table function key allows you to select an item or items on a soft check for assignment to another check. You can choose to split items off to a new check or to an existing active check in the system. 1.
Page 119 4. Enter the number or name for the new check (up to 10 digits) and press OK. 5. Touch the MOVE TO THIS CHECK button on the new check; the selected items will now appear on the new check. 6. Alternately, you can press EXIST OPEN to add the items to an existing check in the system: 7.
Page 120: Hold/Print Hold
Hold/Print Hold This feature is used in a table service restaurant. It prevents kitchen printer /KVS instructions from being sent immediately after items are registered and stored. For example, an employee registers a customer order consisting of appetizers and main course entrees. Without this feature, both the appetizer and main course items are sent to the kitchen at the same time.
Page 121 Hold an Item 1. Touch the item you wish to hold. 2. Touch the HOLD key. Note that when a main item is held, its condiments or instructions are also held. Note that an ‘H’ displays below the held items. 3.
Page 122: List Table
List Table Use the List Table key to view open Tables (checks) in the system. Settings can be made so an employee can see only their own open checks or view all open checks. 1. Touch the LIST TABLE key to display open checks.
Page 123: Transfer Table
Transfer Table If permitted by authority level programming, an employee is allowed to move a check to a different Employee. This can be done multiple times, if necessary. 1. Sign on employee and press the TRANSFER TABLE key. 2. Select the checks from the list you wish to transfer. Press SELECT ALL if you want to transfer all of the checks listed.
Page 124: Tip Declare
Checks three, four and five are transferred to Sonjai 5. The selected checks are transferred to the employee you selected. Tip Declare If the employee time keeping feature is used, the operator may be prompted to enter tips when clocking out. (Check the employee authority level option “Compulsory Tip Entry”.) The Time In/Out operation can be performed from the Register Mode or you may have the option set to display the Time In/Out on the sign on screen.
Page 125 4. Alternately, the TIP DECLARE function key can be used to enter tips when the time keeping feature is not used. 5. Touch the TIP DECLARE key. 6. Enter the TIP Declared amounts, select the media type for all tips: 7.
Page 126: Using The Table Map
Using the Table Map The Sam4POS Table Map (graphical table management) offers the following features: • You can design a facsimile of the restaurant floor plan placing tables on multiple seating zones – for example; a main floor, bar, counter, patio, or other serving locations. •...
Page 127 Table Map Operations • If table management is “manual”: touch the Table Map icon on the Register Mode title bar. • If table management is “automatic”: sign on an employee to display the Table Map screen. Active tables are displayed with a Bold outline.
Page 128: Opening A Table
Opening a Table • Open the Table Map and select the appropriate Seating Zone. • Touch a Table to open the check associated with the table: • Touch the OPEN button to open the check for the selected table. Assign will assign the table to the currently signed on employee. •...
Page 129: Merge & Split Tables
Merge & Split Tables When an active table is selected from the Table Map, the Merge & Split button allows you to select an item or several items from the selected table and assign the items to another table in the Table Map. You can choose a table in the same zone or, you can choose to merge or split the items to a table in a different zone.
Page 130 6. The Selected table is displayed. 7. Press the ‘NEW OPEN’ or ‘EXIST OPEN’ button. 8. The main Table Map screen is displayed. 9. You can Merge & Split items to any Table on any Zone. Choose the Zone and Table you want to Merge with or Split items to.
Page 131 11. Select all the items from the table that you would like to move to the other selected table. If you want to move all items on the check, press the icon at the top of the check. Note: Pressing the icon will delete the table from the screen.
Page 132: Payment
15. When Table #14 is opened in the register mode, the combined check is displayed; Payment When a table is selected, you have the option to go directly to a payment window without having to open the table first. 1. From the Register screen, Touch the Table Map icon to open the Table Map screen.
Page 133: Seat Payment
Seat Payment 1. From the Register screen, Touch the Table Map icon to open the Table Map screen. Select the Zone you want to Merge or Split items from. Touch a Table to open the check associated with the table. The ‘Check dialog’...
Page 134: Print Check
Print Check 1. From the Register screen, Touch the Table Map icon to open the Table Map screen. Select the Zone you want to Merge or Split items from. Touch a Table to open the check associated with the table. The ‘Check dialog’ is displayed: 2.
Page 135: Cancel
Cancel 1. From the Register screen, Touch the Table Map icon to open the Table Map screen. Select the Zone you want to Merge or Split items from. Touch a Table to open the check associated with the table. The ‘Check dialog’ is displayed: 2.
Page 136: Dynamic Table Map
Dynamic Table Map The table map allows you to create multiple tables in a grid formation for table service operations. When the option DYNAMIC is selected in the table map, configuration settings are provided for the Table Map to allow customizing table positions.
Page 137: Reports
Reports Report Mode Menu Touch the REPORT icon on the main program mode screen to view the report mode. (X-position on the SAP-630 & SAP-530.) When the Report Mode is selected, the default screen displays a grid of six quick view summary reports for managers to quickly see selected report information.
Page 138: Report Mode Icons
Report Mode Icons Icon Function Description Back Arrow, exits the report mode. The up/down carrot icons are used to Display/Hide the detailed reports selection sub menu; press this icon to access all other reports. Cash Declaration Calendar View Note-Pad/ Edit – used to show/hide the edit icons on the individual report cells. Press this icon to add or remove the report mode on the favorites list.
Page 139: Summary Reports
Summary Reports The Report Mode Summary Reports screen allows you to view selected report information without having to first run and print the report. Adding Reports to the Quick View To add or edit the summary reports that are shown on the report mode quick view display, touch the ...
Page 140 If the report doesn’t display, touch the icon to see the report data: 140 • Reports Sam4POS 6600/4800II Operators Manual v2.9...
Page 141 Edit the Summary Reports If desired, the current reports in the report mode quick reports can be changed to display different reports or removed from the quick report view. Touch the Edit icon on the title bar to display or hide the edit icons for each report in the grid. ...
Page 142: Detailed Reports
Detailed Reports Additional detailed reports are available by selecting the report mode sub menu. Select a report from the list to view the report. From the screen for the selected report you can view, print or save the selected report as a CSV file. Reports are not cleared from this report mode, to clear reports you would need to go to the End of Day report mode.
Page 143: Available Detailed Reports
Available Detailed Reports Financial Group Period Open Check Stock Labor Food Cost Time In Out Promotion Product Mix Report Inventory Report Common Report Options Date selections, Options and Filters will vary depending on the specific report selected. The information here explains the various selections that may appear on a selected report.
Page 144 YEARLY This selection allows the manager to select a specific Year to review report data; Select the desired Year by entering the Start Date; Select the desired Month and Year for the report. The day selection has no effect, the day will always be the 1 of the selected month;...
Page 145 Financial Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE END OF DAY NUMBER AND TERMINAL SELECTION OPTIONS Training Data, Current Data, Detailed Data, Zero Skip, Drawer Total, Tip Total Reporting By Employee, Signed On Employee, Clocked In Employee, Reporting By Terminal...
Page 146 PLU Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE END OF DAY NUMBER TERMINAL SELECTION OPTIONS Training Data, Current Data, PLU Zero Sales, Waste, Promo, Price Level, Not Found PLU, PLU Profit...
Page 147 Group Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE END OF DAY NUMBER TERMINAL SELECTION OPTIONS Training Data, Current Data, Waste, Promo...
Page 148 Period Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE END OF DAY NUMBER TERMINAL SELECTION OPTIONS Training Data, Current Data...
Page 149 Open Check Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE ALL DATE When selected, only the TODAY selection above is available TERMINAL SELECTION FILTERS...
Page 150 Stock Report DATES Only the TODAY selection is available FILTERS Group #1, #2, #3 – Select specific Groups assigned on PLU group assignment #1, #2, #3 From PLU \ To PLU – Select a PLU or PLU range for the report if desired GENERATE Refresh, Zoom, Report View, Export 150 •...
Page 151 Labor Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE OPTIONS Sales And Labor % - The Sales & Labor % Report is a combination of data from the Period Report and the Time In Out Report.
Page 152 With the Options setting for: SALES AND LABOR% selected: With the Type setting for: EMPLOYEE TYPE selected, data is split out per employee: LABOR REPORT DEFINITIONS: DESCRIPTION = Time/Date Period. CUST = Customer Count, number of customers. NET SALES = Net Sales total amount. AVG/CUST = Average amount per customer.
Page 153 Food Cost Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE END OF DAY NUMBER TERMINAL SELECTION OPTIONS Training Data, Current Data, Waste, Promo...
Page 154 Time In Out Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR SRART DATE & END DATE FILTERS EMPLOYEE – ALL or selected Employees JOB CODE – Select All or specific job code from the list CLOSED –...
Page 155 Time Clock Editing If an employee forgets to clock in or out, authorized personnel can Edit the time clock data from the Time In- Out Report screen. Use the buttons above the time entries to perform the desired operation. The available selections include: •...
Page 156 Edit Time Entry 1. From the Report Mode, select the Time In Out Report from the detailed reports menu, then press SHOW to display the current employee time entries: 2. Press the EDIT Button; The Time In-Out Edit dialog displays: 156 •...
Page 157 3. We can edit the Job Code, Start Time End Time or Type; Select the field on the grid for the EMPLOYEE whose data you wish to edit: i.e. to Edit the End Time for Davros, click/tap on the END TIME column on Davros’s time entry line.
Page 158 Delete a Time Entry 1. From the Report Mode, select the Time In Out Report from the detailed reports menu, then press SHOW to display the current employee time entries: 2. Select the time entry record you wish to remove; Press the DELETE Button. The selected record is removed: 158 •...
Page 159 Promotion Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE END OF DAY NUMBER and TERMINAL SELECTION OPTIONS Training Data, Current Data, Detailed Data, Zero Skip Reporting By Employee, Signed On Employee, Clocked In Employee...
Page 160 EJ Report 1. When enabled in the Options\Report Options, the EJ report is a useful tool for searching, reviewing and reprinting previously closed transactions. 2. From the Report Mode, select the EJ Report from the Detailed Reports menu. 3. EJ Reports are sorted by, Year \ Month \ Date \ Transaction. Simply press the desired selection to expand: 4.
Page 161 5. With the selected transaction displayed: you can Backup, Delete, or Print the transaction. • Backup – Backs up the transaction to the memory device • Delete – Will delete the selected transaction • Print – Prints the transaction to the receipt printer 6.
Page 162 Product Mix Report DATES Date selections include: Today, Last End of Day, Custom Period 1 DAY, 1 WEEK, 1 MONTH, 3 MONTH, 6 MONTH, 1 YEAR Additional selections in the Dates area are: START DATE & END DATE OPTIONS Training Data, Time Period (When unchecked, only the summary of the Product Mix report will print.) GENERATE Refresh, Zoom, Report View, Export 162 •...
Page 163: Cash Declaration
Cash Declaration Cash declaration is the process of counting and reporting media in drawer before a report is taken. Cash declaration can be set as compulsory in the Report Options/General Options. The Employee must have the authority to perform cash declarations. If desired, the cash drawer can be triggered to open when the cash declaration is performed by setting the option in the Drawer Options.
Page 164: Calendar Report View
Calendar Report View Current monthly totals can be viewed and printed on a monthly calendar format by pressing the calendar view icon on the Report Mode title bar. Monthly Sales data is displayed, broken down for each day and week of the month by selecting the calendar report in the report mode. The Calendar icon allows you to view sales data accumulated for the selected month.
Page 165: End Of Day
End of Day End of Day operation allows the operator to close, Print and/or E-mail the Financial, PLU, Group, Period, Employee, TIP and Product Mix Reports for all employees or select specific reports for specified employees. Reports generated from this screen will clear the totals for the selected reports. The CASH Declaration can also be performed from End Of Day screen.
Page 166 FILTERS TERMINAL Choose MY TERMINAL or SELECT ALL check boxes, you can also select specific terminals. EMPLOYEE Choose SELECT ALL check box or select specific employees. OPTIONS Select the options for your report as desired: DETAILED DATA Breaks down the report data by individual transactions. Column headers are changed and include: SALE TIME, CLOSING, EMPLOYEE, SALE AMOUNT, and PAID AMOUNT.
Page 167: End Of Day Sub Menu Reports
RESET CHECK # Select when you wish to reset the check number when the EOD report is run. NO PRINTER/E-MAIL – ONLY TO TEXT INSERTER Option used to send report data to a Text Inserter. Also see: OPTIONS \ REPORT OPTION \ GENERAL \ EMPLOYEE REPORT FROM REGISTER MODE - ONLY TO TEXT INSERTER PRINT REPORTS Check or uncheck the reports you want to clear and print.
Page 168: End Of Pay
End Of Pay The End of Pay report displays the Total time, Labor cost, and overtime for the selected date and employees. You can generate a report for a selected date/employee. • Every day, the manager\owner should run the Time In Out report to verify all the time keeping data is correct.
Page 169: End Of Not Found Plu
End Of Not Found PLU The End of Not Found PLU report is used to clear the data generated when PLU items are added to the database from the register mode using the Not Found PLU feature. Select individual PLU’s from the list you wish to clear or select all PLU’s.
Page 170: Report Samples
Report Samples The report samples shown below show the report as it would appear exported to a CSV. Financial Report FINANCIAL REPORT DATE : 2017-10-04 14:39 AUTHOR : MANAGER DATA RANGE 2017-09-27 ~ 2017-10-04 END OF DAY NUMBER : ALL OPTIONS CURRENT DATA DETAILED DATA...
Page 171 '$0.00 'NO SALE 'CASH-IN-DRAWER '$281.70 'CHECK-IN-DRAWER '$124.45 'FD/S-IN-DRAWER '$0.00 'MISC TEND SALES '$0.00 'CONVERSION TOTAL '0.00 'DRAWER TOTAL '$406.15 'SAM4S CASH DRAWER '$75.00 'PROMO '-12.00 '-12.00 'WASTE '$3.25 'GUESTS 'CHECKS PAID '$0.00 'OPEN CHECK '$12.81 'INTERRUPT BALANCE '$0.00 'TIP TOTAL '$0.00...
Page 172: Plu Report
PLU Report PLU REPORT (ALL) DATE : 2017-10-04 14:31 AUTHOR : MANAGER DATA RANGE 2017-09-27 ~ 2017-10-04 END OF DAY NUMBER : ALL OPTIONS CURRENT DATA FILTERS TERMINAL : [NOT SELECTED] GROUP #1 : NOT SELECTED GROUP #2 : NOT SELECTED GROUP #3 : NOT SELECTED EMPLOYEE : [ALL] PLU : ALL...
Page 173 'ONION 'STARTE 'NON 'NON RINGS 5.95 '1.81 % 'BEVER 'NON 'NON 'LG Sprite '3163 1.00 '0.31 % 'SUN 'SPECIA 'NON 'NON BREAKFST '136 9.95 '3.04 % '1212 'GROUP 'NON 'NON 'PLU12123 4.92 '1.5 % '1212 'GROUP 'NON 'NON 84.8 'PLU12122 '25.89 % '1212 'GROUP...
Page 174: Group Report
Group Report GROUP REPORT (ALL) DATE : 2017-10-04 14:31 AUTHOR : MANAGER DATA RANGE 2017-09-27 ~ 2017-10-04 END OF DAY NUMBER : ALL OPTIONS CURRENT DATA FILTERS TERMINAL : [NOT SELECTED] GROUP : NOT SELECTED EMPLOYEE : [ALL] PLU : ALL DESCRIPTION PROMO WASTE...
Page 175: Open Check Report
Open Check Report OPEN CHECK REPORT (ALL) DATE : 2017-10-04 14:32 AUTHOR : MANAGER DATA RANGE ALL DATE FILTERS TERMINAL : [NOT SELECTED] EMPLOYEE : [ALL] TRACK : ALL START LAST EMPLOYEE TIME ORDER TOTAL TRACK CHECK# GUEST# '$ 21.35 'TOTAL '14:43 '14:45...
Page 176: Labor Report
Labor Report LABOR REPORT (ALL) DATE : 2017-10-04 14:32 AUTHOR : MANAGER DATA RANGE 2017-09-27 ~ 2017-10-04 FILTERS EMPLOYEE : [ALL] TYPE TIME PERIOD : 60 JOB CODE TIME COST 'TOTAL '228:00 '$ 1402.78 'BARTENDER '76:00 '$ 412.58 'JOB#9 '76:00 '$ 577.62 'WAIT STAFF '76:00...
Page 177: Time In Out Report
Time In Out Report TIME IN OUT REPORT DATE : 2017-10-04 15:41 AUTHOR : MANAGER DATA RANGE 2017-09-27 ~ 2017-10-04 FILTERS EMPLOYEE : [ALL] EMPLOYEE NUMBER NAME JOB CODE START TIME TIME TYPE MODIFIED 'BARTENDER 'BARTENDER '2017-10-02 09:30:47 '2017-10-02 15:38:00 'OUT 'MODIFIED 'BARTENDER...
Page 178: Balancing Formulas
Balancing Formulas NET SALES $ Amount PLU Sales Total Tax 1 Amount Tax 2 Amount Tax 3 Amount Tax 4 Amount Tax 5 Amount Tax 6 Amount Item Coupon Total (when NET = N) Item Percentage Discount (when NET = N) Sale Coupon Amounts Sale Percentage Discounts Sale Surcharge Amounts...
Page 179: Program Maintenance
Program Maintenance PLU Maintenance – Register Mode PLU Price Change The PLU description and prices can be maintained from the register mode using the PLU Info key. To utilize this feature, the employee signed must have the authority to edit PLU’s from the PLU Info key. The PLU/Item being edited will also need the PLU option ‘Allow Price Change’...
Page 180: Adding Plu's
5. Edit the PLU descriptor and prices (for all price levels) as necessary. 6. Press the REGISTER button to add the item to the current transaction. 7. When finished, press OK; you are returned to the PLU INFO screen. Pressing CANCEL will exit without applying any changes.
Page 181 4. Enter the information for the new PLU: • Price for the item • Group assignment • PLU Status Group assignment 5. When finished, press OK; you are returned to the PLU INFO screen. Pressing CANCEL will exit without applying any changes. 6.
Page 182: Plu Maintenance - Program Mode
PLU Maintenance – Program Mode This is where new items are added to the database and existing items can be maintained or deleted. Each PLU is assigned a descriptor, Price, Cost, PLU code and a few unique options. Each new PLU can be assigned a unique code number up to a maximum of 18-digits in length.
Page 183: Adding New Plu's
Adding New PLU’s New items (PLU’s) can easily be added to the database. New PLU’s can have up to a 30-character name/descriptor and up to an 18-digit PLU code. 1. Press the add record icon to add new PLU’s to the database. The “NEW” item entry dialog displays: 2.
Page 184: Plu Sub Menu
PLU Sub Menu PLU’s can easily be maintained in the Sam4POS application, simply select the item and make the appropriate changes. If you select an item and press and hold on the item, a sub menu list of operations is displayed.
Page 185 Copy PLU The SAM4POS makes creating multiple items that share the same settings very simple with the Copy PLU feature. You can copy a selected PLU to a new item or copy the selected PLU to existing items. You can also choose to copy the just the price of the selected item to existing items in the database.
Page 186 Copy to Existing Items Allows you to copy the settings or changes of the selected item to another PLU or multiple PLUs already in the PLU database. The descriptor does not change, only the options/settings are updated. 1. From the PLU programming screen, select the item you wish to copy. 2.
Page 187 Copy to Items by Range This feature allows you to copy a single PLU to a range of sequential PLU’s. This makes creating multiple PLU’s easier than adding them one at a time (requires v1.1.26 or later). Press and Hold the item you wish to copy to open the PLU Dialog Menu selections. Select Copy to Items by Range;...
Page 188 Default Item You can choose any item in the PLU file to be used as the default item. The settings on the Default Item will be copied to all new PLU’s that are added using the add new record icon. You can remove the default item status or change it to another PLU to suite your needs.
Page 189: Menu Icon
Menu Icon If you have a large PLU file, you can use the Edit/Sort feature to maintain the PLU database more easily. This feature allows you to access the Edit Mode, Sort PLU’s alphabetically or numerically, Search for PLU’s by PLU Status Group, Group assignment, from PLU Code, or search for PLU’s with no sales activity.
Page 190: Printing Labels From Plu
Printing Labels from PLU Labels can be printed from the PLU programming area or from the Edit Mode. We can choose to print a single label or multiple labels for one or more PLU items. To use this feature, you must have a label printer connected to the terminal, defined in devises and mapped to the station.
Page 191 6. Press OK on the Print Label dialog to print the labels and close the dialog. Alternately you can select the menu icon an select Edit Mode: 1. Select the EDIT MODE from the menu icon, then select the one or more PLU’s from the list. Press the menu icon then Select Edit Mode Select PLU’s...
Page 192: Quick Plu
Quick PLU The Quick PLU menu provides another means to quickly access the programming for a specific PLU or add new PLU’s to the database. Six quick access program areas are provided, PLU, PLU Status Group, Stock, Group, MLU Edit, and Function Key. Select one of these categories to go directly to the programming maintenance screen for that category.
Page 193 3. If you want to access the programming for a specific PLU, you can do so by typing in the desired PLU# or scan the specific item to go to the programming for that PLU. 4. Type in the PLU CODE then press the Done icon 5.
Page 194 Quick PLU – Add New PLU 1. From the PROGRAM MODE main menu screen select PLU then select Quick PLU. The main Quick PLU selection screen is displayed: 2. In the ‘Input PLU Code’ field, Type in the number for the new PLU or scan the new item; press OK. 3.
Page 195: Employee File Maintenance
Employee File Maintenance The employee file contains information for register operators as well as employees who use the register only to clock in or out (employee time keeping.) Specific functions that are allowed or disallowed for each employee are determined by assigning the employee to an authority level. Two 10-digit code numbers may be assigned for each employee.
Page 196: Employee Option Definitions
Select LEFT HANDED or RIGHT HANDED; Controls display position in the sales mode. LINKED DRAWER NUMBER Select the drawer for this employee: No Drawer, Sam4s Cash Drawer, Sam4s Cash DrawerII, or Sam4s Cash DrawerIII. If no drawer is assigned, the employee can only perform check track postings (not payments). EMPLOYEE AUTHORITY LEVEL Operations and programs that can be accessed by this employee are determined by selecting an authority level;...
Page 197: Employee Authority Level
Job Code Button The Job Code button is where you will assign the jobs and pay rates the employee will utilize; you can assign as many job codes to an employee as is necessary. Refer to ‘Job Code & Pay Rate’ programming on page 199 for details.
Page 198 ALLOW DISCOUNT When selected, this employee is allowed to enter discounts in a transaction. ALLOW TEAMVIEWER When selected, this employee is allowed to use the TeamViewer application. ALLOW END OF DAY IN REG MODE When checked, the End Of Day report icon appears in the More Functions menu on the title bar. TIME IN/OUT TIME-IN/OUT ENTRY ONLY When checked, employees are allowed to Time-In/Out Only and cannot enter sales transactions.
Page 199: Job Code & Pay Rate
JOB CODE & PAY RATE An employee might have more than one job, possibly with a different pay rate for each job. For example, in a restaurant, an employee might work as a server one day, and on a different day or shift, work as a cashier.
Page 200: Station
STATION Create stations to be assigned to employees. For example you may have a Bar Station and a Server Station. Stations can be assigned to default MLU/MLU GROUP, FLU and Printers. Stations can also have different Receipt, Guest Check, and Kitchen Printer assignments. From the PROGRAM MODE touch EMPLOYEE to view the employee program selection window.
Page 201: Appendix
Appendix Integrated Payment – EMV Introduction Integrated Payment operations on the Sam4POS utilize the latest EMV capable Datacap equipment for seamless credit card processing through the terminal. EMV cards are embedded with a microprocessor or smart chip that interacts with the merchant’s point-of- sale device to make sure that the payment card is valid and with the use of a PIN that it belongs to the person using the card.
Page 202: Configurations
Configurations Sam4s SAM4POS / Datacap ECR Configurations Single ECR 202 • Appendix Sam4POS 6600/4800II Operators Manual v2.9...
Page 203 Multi ECR (3 or Less) NOTE: If you have an installation with 3 IPTran-LT units, all three have a separate batch and work independent of each other (separate batching, separate reporting). Multi ECR ( 4 or More) NOTE: If you have multiple PDC’s and a TwinTran Server there is only one batch and it can be controlled at any of the registers.
Page 204: Required Ecr Program Settings
Required ECR Program Settings Consult with your local dealer for programming your terminal. Device Programming Device Setting 1. Go to the Program Mode → Device → Device Setting; Select EFT from the device list to assign the Datacap IPTran-LT or new style PDC device to the appropriate serial port. 2.
Page 205 Device Mapping 1. The Device Mapping programming area is used to assign the DataCap Device to the various stations in the SAM4POS system. 2. Select DEVICE MAPPING from the selections on the DEVICE menu. 3. The DEVICE MAPPING programming screen displays. 4.
Page 206 10. You can use the buttons at the bottom of the mapping screen to edit existing mapped devices. a. GOTO – Brings up the Device Setting programming. b. NEW – To add additional devices. (Once the DataCap Device is mapped to the station, the NEW button is grayed out.
Page 207: Options
Options The following options are used for integrated payment operations. 1. Go to the PROGRAM MODE \ OPTIONS \ OPTIONS System Options 1. Select SYSTEM OPTION from OPTIONS menu to view and set the necessary options as indicated below: COLLECT CARD HOLDER NAME Select this option if you wish to print the cardholder’s name below the signature line.
Page 208: Tender Keys
Tender Keys Misc Use Miscellaneous Tender keys for Charge tenders, Debit Card tender, Gift Cards redeemed, and all other tender types that the merchant accepts. GENERAL HALO Amount – High Amount Lock-Out; This is the maximum amount accepted when this tender is used.
Page 209 Food Stamp Tender In the United States, Food Stamps (or EBT) may be used to purchase eligible food items at food stores that participate in the program. The Sam4POS can assist a retailer in handling food stamp transactions by sorting food stamp and non-food stamp eligible items within each sale and tracking food stamp payments for eligible items.
Page 210: Plu Status Group For Gift Cards
PLU Status Group for Gift Cards For most merchants, the sale of a gift card is not reportable revenue until actual merchandise is sold and the gift card is redeemed. As a “best practice” dealers will program the PLU used for the sale of a gift card as a “HASH”...
Page 211: Eft Operation
EFT Operation EFT Operation Menu Sam4POS supports credit card processing with Datacap integrated payment appliance and supports the EMV integration protocol. (There will be no Non-EMV integration.) Credit Card (EFT) maintenance operations can be performed at the Sam4POS terminal from the EFT Operation menu. In the Pre-EMV environment Datacap stored some information in the Tran that allowed the registers to run some reports, such as the local transaction report.
Page 212 Datacap Operation Definitions Operation Definition Initialize EFT Use this function to initialize the Datacap EFT device. Close Batch Closes the current batch and opens. Use these operations to void transactions when the card is not present. CAUTION: These voids will not correct ECR totals (i.e.
Page 213 EFT Operation Function Key To avoid giving employees access to the Program mode, certain EFT operations can be accessed from the REG mode using the EFT OPERATION function key. Note: Batch operations may be restricted to employees with assigned authority levels for these functions. Refer to the “Datacap Operation Definitions”...
Page 214: Performing Eft Operations
Performing EFT Operations When performing EFT Operations, the EFT Operation communication between the ECR and the Tran device is displayed on the Sam4POS. When the specified operation is completed, the register will print the results of the requested operation at the register’s receipt printer. You can also print out the EFT Operation communication to the register receipt if desired.
Page 215 Close Batch You must close the batch daily (even if not required by your processor.) This procedure clears the EMV File temporarily stored in the ECR memory. NOTE: When a batch is closed, a new batch is automatically opened for the next day. 1.
Page 216 Void Sales by Record Number Void Return By Record Number Note: This operation will not correct ECR sales total but will remove the transaction from the batch. 1. From the main PROGRAM MODE menu screen, select DEVICE, then touch EFT OPERATION.
Page 217 Issue Local Transaction The Issue Transaction report summarized transaction in the current batch. NOTE: This report lists the transactions stored in ECR memory for tip and record updating. The transactions here may not be the same as the transactions in the current batch. SAM4POS TERMINAL 2017-09-27 22:37...
Page 218 Gratuity Entry The processor must allow “By Record” operations (Tokenization) for this operation. Gratuities (Tips) indicated by the customer on the payment draft must be entered at the ECR before the batch is closed. Tips that were not entered at the time of the transaction, are entered using the Gratuity Entry selection on the EFT OPERATION function key menu, or from the Gratuity Entry selection on the EFT OPERATION menu accessed from the Program Mode / Device menu selections.
Page 219 3. The Display shows the tip entry on the EFT Operation dialog: 4. Press CLOSE to exit the TIP entry; pressing PRINT will print the information on the display. Post Authorization If electronic authorization is not approved and the merchant receives voice authorization from their processor, the transaction can be entered into the batch with this function.
Page 220 Get Gift Card Balance This procedure will print a receipt with the cardholder’s current balance. 1. Select GET GIFT CARD BALANCE from the EFT Function key menu or from the EFT OPERATION menu. 2. The ECR will display “WORKING” and the PIN-Pad will display “Balance 0.00 OK?”. Press the GREEN button on the PIN-Pad keypad to continue.
Page 221 Self-Initiated Load Typically, we would not need to perform this operation. The Tran parameters are loaded each time the device is rebooted You will be asked to enter the Device ID of the IP Tran LT or PDC device. The device will call Datacap’s host PC and load itself.
Page 222 Diagnostics Use only with Datacap Support as necessary to troubleshoot Datacap issues. 1. From the main PROGRAM MODE menu screen, select DEVICE, then touch EFT OPERATION. 2. Select Datacap_Operation from the selections. 3. Scroll down the list of options and touch DIAGNOSTICS. 4.
Page 223 Clear EMV File This is the internally stored file that stores the Authorization Response messages that allow the SAM4POS \ SAM4POS to perform “By Record Number” transactions. Specifically, the Void Transaction by Record Number and Gratuity Entry. This file should be cleared each day as we have a limited amount of space to hold the file and most likely By Record Transactions will take place the same day as the original transaction.
Page 224 Sample ZERO AUTH receipt Sam4POS Terminal 10/10/2017 11:22 11:20:04 SEND AT&UE7 11:20:07 SEND AT&UM149 99 1 0 0 * * 0 .00 * 00005 * 3 101017 112004 0 * 00005 0 * * * * * * 1 * 11:20:26 RECEIVE 11:20:26 RECEIVE 11:20:26 SEND...
Page 225: Important Notes
Close Batch needs to be performed every day at the register even when the site is set for auto batch with their processor. This is how Sam4s clears the EMV token file. The EMV token file is used to allow for “By Record” transactions (such as Void and Gratuity entry).
Page 226: Backup Program
Backup Program It is a good practice to back up the program data from the ECR after all the programming is completed or edited and the equipment has been tested for proper operation. The database menu, in the program mode system menu selections, provides access to the database backup operations for the current program files.
Page 227: Remote Ftp Log Backup
Remote FTP Log Backup The Sam4POS terminal automatically generates a log file that saves operational data for the past 10 days. The log backup provides a means to save log data and database files to a USB drive or Internal Storage. When reporting an operation issue or if you experience a generic FAILURE error message, we may ask to receive the terminals Log’s with the Database.
Page 228 4. Enter the IP ADDRESS or URL for the FTP site where you want to send the backup to; Press Next (the icon). 5. Enter 0 for the PORT NUMBER; Press Next (the icon). 6. Enter a ‘Store Name’; Then Press Done (the icon).
Page 229 Press OK Press OK 13. The data files are saved to the FTP site. 14. Press the back-arrow icon on the title bar to exit the log backup. 15. When Logs and Database have uploaded; provide the following to CRS: a.
Page 230: Pin-Pad Errors
Pin-Pad Errors Occasionally, the network will decline or reject a transaction sent to it by the DataTran, or the DataTran will return an error response back to the user system due to a communication or operational problem. Register a transaction and tender with EMV Credit: If Customer does not press anything at the Pin-Pad result is: 499 0 TRANSACTION_NOT_COMPLETE_-_Timeout_Returned_from_Pin-Pad.
Page 231 If Customer presses OK at the Pin-Pad and then does nothing at the Pin-Pad result is: 499 0 TRANSACTION_NOT_COMPLETE_-_NO_Response_from_Pin-Pad. * * * * * 0 * * * * * * * * * Appendix • 231 Sam4POS 6600/4800II Operators Manual v2.9...
Page 232 Vx805 Out Of Memory The VX805 Pin-Pad at times displays an “Out of Memory” error message. After rebooting a couple of times the “Out of Memory” instruction is sent, and the error is resolved with the rebooting of the Pin- Pads.
Page 233: Manual Revision Record
Manual Revision Record Edition Date Revision Contents Published Preliminary 09/25/2017 Initial release v0.2 09/28/2017 Added: Integrated Payment v0.3 10/12/2017 Updated: Integrated Payment information v0.4 10/19/2017 Updated: Price Check operation v0.5 11/9/2017 Added: Alpha Check; Edited List Check v1.1 9/6/2018 Updated: operations to accommodate current firmware v1.2 9/14/2018 Updated: Repeat operation, Error Messages...

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Sam4s SAP-6600II Operator's Manual

Introduction

Getting Started

Basic Operations

Advanced Application Operations

Reports

End of Day

Program Maintenance

Appendix

Manual Revision Record

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