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CRS SAM900 User Manual

Sam4s er-900 series
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SAM4s ER-900 Series
SAM900
User's Manual
Version 1.1
2012, CRS, Inc.
All specifications are subject to change without notice.

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  • Page 1 SAM4s ER-900 Series SAM900 User's Manual Version 1.1 2012, CRS, Inc. All specifications are subject to change without notice.
  • Page 2 No representation is made that this manual is complete or accurate in all respects and CRS, Inc. shall not be liable for any errors or omissions contained in this manual. In no event shall CRS, Inc. be liable for any incidental or consequential damages relating to or arising out of the use of this manual.

  • Page 3: Table Of Contents

    Misc: NLU; Tare Weights; Port Options; Keyboard Layout/Macros; Drawer Limit; Machine No.; Check Change..................30 Mix and Match ......................35 Stock.......................... 36 Communications ........................37 Polling ........................37 Send Programs to ECR (Download) ................. 39 Receive Programs from ECR (Upload) ..............40 Contents  i SAM900 User's Manual v1.1...
  • Page 4 Calculate Number of PLUs..................63 View Memory Allocation..................64 Quit ............................64 Appendices Structure of Stores ........................65 File Definitions ........................66 SAM900 PLU File Structure ....................66 Structure of Polling Files ......................68 Sample Reports ........................70 Financial Report ......................70 Time Report.......................71 PLU Report........................72 Clerk Report (Data for One Clerk Only) ..............72 Group Report......................73...

  • Page 5: Introduction

     Poll unattended at a predetermined time.  Download preamble/postamble bitmap files.  SAM900 converts polled reports to ASCII files, ready to be used by other PC applications. Requirements To use this utility, you must have:  Pentium 100 or faster CPU.

  • Page 6: Installing

    The connection from the ECR to your PC requires a serial port on the PC. See “Cabling Diagrams” on page 75 for more information on cables and connections. 1. Load the SAM900 program CD into your CD drive (or load via SD/USB memory device). 2. From the Windows Desktop, double click the My Computer icon.

  • Page 7: Cash Register Settings

    OPTION XTIME VALUE CASH CASH (standard) Port 2 SUBTL OPTION XTIME VALUE CASH CASH (standard) Port 3 SUBTL OPTION XTIME VALUE CASH CASH (option) Port 4 SUBTL OPTION XTIME VALUE CASH CASH (option) Introduction  3 SAM900 User's Manual v1.1...

  • Page 8: Rs-232 Option Chart

    0 - 20 Initial Feeding Line KP 0 - 20 End Feeding Line KP 0 - 20 Initial Feeding Line Slip 0 - 50 Print Line On Guest Check Scale Type CAS Ounce 4  Introduction SAM900 User's Manual v1.1...

  • Page 9: Preparing The Er-900 For Communicatons

    The key lock can be in any position other than OFF. It is not necessary to manually place the register in PC Communications mode. SAM900 will automatically place the register in PC Communications mode when communications are initiated. Introduction  5...

  • Page 10: Starting

    Starting 1. Click the Start button, click Programs, click SAM900, and then click SAM900.exe. 2. The SAM900 main menu screen displays. YOU MUST DO THIS FIRST! Before you can attempt communications or editing, you must create at least one store. Refer to "...

  • Page 11: Navigating

    Viewing Menus and Selecting Menu Items 1. Point at a menu item with your mouse. 2. Point at your choice on the menu and click the left mouse button. Menu Item Menu Choices Introduction  7 SAM900 User's Manual v1.1...
  • Page 12 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 8  Introduction SAM900 User's Manual v1.1...

  • Page 13: Drop-Down List Boxes

    Scrolling  Move the scroll box to select the item you wish to work with. Drag the scroll box or click the scroll arrows to find your selection. Introduction  9 SAM900 User's Manual v1.1...

  • Page 14: Interface Specifications

    Interface Specifications Communications Specifications Asynchronous Operation Communication Mode Half Duplex Baud Rate Select: 2400, 4800, 9600 or 19,200 BPS Signal Level RS-232C Character Bits Parity Bits None Stop Bits Error Detection Data sum check 10  Introduction SAM900 User's Manual v1.1...

  • Page 15: Menu Functions

    The Create New Store dialog displays. 2. Complete the Create New Store dialog according to the Store Information table on the following page. 3. Click Exit to save store information. Menu Functions  11 SAM900 User's Manual v1.1...
  • Page 16 If connection is Internet, enter IP address or IP name. IP Name Port# That If connection is Internet, enter the port the router listens ECR Listens on. (Default is 5000) Keyboard Type Select 920/940 Flat, 925/945 Raised, or 925/945 Expanded. 12  Menu Functions SAM900 User's Manual v1.1...

  • Page 17: Selecting The Default Store

    The working store will display in the Default Store field. All editing and programming will pertain to the selected working store. Default Store Drop-down list box Menu Functions  13 SAM900 User's Manual v1.1...

  • Page 18: Editing Store Information

    2. Click Yes to delete the store. Caution: This function will erase everything that pertains to this store. Use extreme caution with this function. Information that is deleted cannot be recovered. 14  Menu Functions SAM900 User's Manual v1.1...

  • Page 19: Edit Ecr Data

    Note: If you wish to create a program for a new store, you can use the "Copy a Store" function (see page 55) and then edit the copied program to suit your needs. Menu Functions  15 SAM900 User's Manual v1.1...

  • Page 20: Plu File

    The PLU file is maintained here. Follow the instructions on the screen, or refer to the SAM4s ER-900 Operators and Program for a complete description of your program options.  Choose PLU File from the Edit ECR Data menu. The appropriate PLU Programming dialog box displays: 16  Menu Functions SAM900 User's Manual v1.1...
  • Page 21 PLUs in the file. With the list box open, you can type the beginning letter or letters of a PLU descriptor and PLUs beginning with your entry will display in the box. Menu Functions  17 SAM900 User's Manual v1.1...
  • Page 22 4. Click Save to save changes. Note: For double-wide characters hold down the Ctrl key, type W, then type the character you wish to program. (Descriptor field only). 18  Menu Functions SAM900 User's Manual v1.1...
  • Page 23 3. Click Save to save changes. Note: For double-wide characters hold down the Ctrl key, type W, then type the character you wish to program. (Descriptor field only). Menu Functions  19 SAM900 User's Manual v1.1...
  • Page 24 4. Click Yes to delete the PLU; click No to abort the delete process. Note: PLUs deleted at the PC are not automatically deleted at the ECR. You must run PLU reports at the ECR and then send PLUs from the PC to the ECR. 20  Menu Functions SAM900 User's Manual v1.1...

  • Page 25: Group

    Set gift card status, if applicable, for Activate (to activate a new card) or Add (to add a balance to an existing card.) 3. Click Exit to save changes and return to the main menu. Menu Functions  21 SAM900 User's Manual v1.1...

  • Page 26: Tax

    4. Depending upon the type of tax selected, the appropriate fields will be activated. Enter a percentage for % Add On or VAT taxes. Fill the break point fields for tax tables. 5. Click Exit to save changes and return to the main menu. 22  Menu Functions SAM900 User's Manual v1.1...

  • Page 27: System Options

    Edit fields with drop-down list boxes by opening the list box and selecting from the available options.  Edit fields with check boxes by clicking on the field to add or remove a check. 3. Click Exit to save changes and return to the main menu. Menu Functions  23 SAM900 User's Manual v1.1...

  • Page 28: Print Options

    Edit fields with drop-down list boxes by opening the list box and selecting from the available options.  Edit fields with check boxes by clicking on the field to add or remove a check. 3. Click Exit to save changes and return to the main menu. 24  Menu Functions SAM900 User's Manual v1.1...

  • Page 29: Function Keys

    Edit fields with check boxes by clicking on the field to add or remove a check. 4. If needed select additional function keys you wish to program. 5. Click Exit to save changes and return to the main menu. Menu Functions  25 SAM900 User's Manual v1.1...

  • Page 30: Clerks

    Edit the descriptor field by double clicking on the field, then type a new descriptor.  Edit fields with numeric information by double clicking on the field, and then enter new data. 3. Click Exit to save changes and return to the main menu. 26  Menu Functions SAM900 User's Manual v1.1...

  • Page 31: Logo Description

    2. Use the scroll box at the right of the screen to view all of the logo descriptor fields. 3. Edit the descriptor fields by double clicking on the field, then type a new descriptor. 4. Click Exit to save changes and return to the main menu. Menu Functions  27 SAM900 User's Manual v1.1...

  • Page 32: Financial Messages

    2. Use the scroll box at the right of the screen to view all of the descriptor fields. 3. Edit the descriptor fields by double clicking on the field, then type a new descriptor. 4. Click Exit to save changes and return to the main menu. 28  Menu Functions SAM900 User's Manual v1.1...

  • Page 33: Clerk Messages

    2. Use the scroll box at the right of the screen to view all of the descriptor fields. 3. Edit the descriptor fields by double clicking on the field, then type a new descriptor. 4. Click Exit to save changes and return to the main menu. Menu Functions  29 SAM900 User's Manual v1.1...

  • Page 34: Misc: Nlu; Tare Weights; Port Options; Keyboard Layout/Macros; Drawer Limit; Machine No.; Check Change

    2. Use the scroll box at the right of the screen to view all of the NLUs. 3. To edit an NLU, type the PLU number you wish the NLU to address in the appropriate field. 4. Click Exit to save changes and return to the main menu. 30  Menu Functions SAM900 User's Manual v1.1...
  • Page 35 Tare Weights. The appropriate Tare Weight Programming dialog box displays: 2. Enter a weight (up to 9.999 lbs) for each tare. 3. Click Exit to save changes and return to the main menu. Menu Functions  31 SAM900 User's Manual v1.1...
  • Page 36 Edit fields with drop-down list boxes by opening the list box and selecting from the available options.  Edit fields with numeric information by double clicking on the field, and then enter new data. 3. Click Exit to save changes and return to the main menu. 32  Menu Functions SAM900 User's Manual v1.1...
  • Page 37 2. To have the macro change lock postitons for the next keystroke, first select the lock postion option button. Next, select he next Macro Sequence cell, and then click the Set Macro Cell to Keylock Position command button. Menu Functions  33 SAM900 User's Manual v1.1...
  • Page 38 Misc. The appropriate Misc Programming dialog box displays: 2. Double click on the option you wish to edit, and then enter a new value. 3. Click Exit to save changes and return to the main menu. 34  Menu Functions SAM900 User's Manual v1.1...

  • Page 39: Mix And Match

    Set the discount amount in the price field. (As shown above, a $1 discount will apply after three items are registered.) 3. Click Exit to save changes and return to the main menu. Menu Functions  35 SAM900 User's Manual v1.1...

  • Page 40: Stock

    PLU items and current stock levels for stock items. 2. You can edit quantites here and send to the ECR. 3. When complete, click Exit. These quantities can be sent to the register from Communications/Send Programs to ECR (Download). 36  Menu Functions SAM900 User's Manual v1.1...

  • Page 41: Communications

    Polling 1. Choose Polling from the Communications menu to connect to the store to poll reports. The SAM900 Polling dialog box will display. Note: Polling setup file must be completed first. See “Polling Setup File” on page 41. Menu Functions  37...
  • Page 42 3. Click the Start Polling button to begin polling; click Exit to exit the dialog box. Note: The polling setup must be completed before a store can be polled. See “Polling Setup File” on page 41. 38  Menu Functions SAM900 User's Manual v1.1...

  • Page 43: Send Programs To Ecr (Download)

    The Status field will monitor the progress of the download for each program component. Passed will display in green when the program is successfully downloaded; Fail will display in red if the download is unsuccessful. Menu Functions  39 SAM900 User's Manual v1.1...

  • Page 44: Receive Programs From Ecr (Upload)

    The Status field will monitor the progress of the upload for each program component. Passed will display in green when the program is successfully uploaded; Fail will display in red if the upload is unsuccessful. 40  Menu Functions SAM900 User's Manual v1.1...

  • Page 45: Polling Setup File

    4. Click Exit to save changes and return to the main menu. 5. To poll, see “Polling” on page 37, “Send Programs to ECR (Download)” on page 39, or "Receive Programs from ECR (Upload)” on page 40. Menu Functions  41 SAM900 User's Manual v1.1...

  • Page 46: Download Bitmap Image

    6. Save your image as type “Monochrome Bitmap (*.bmp,*.dib)” and confirm that the size is 10k or less. If you resized your original image, rename it when you save (original size may be retained with the original image.) 42  Menu Functions SAM900 User's Manual v1.1...
  • Page 47 4. Click the Download button. When the logo loads successfully, the download finished message displays after a short delay. Note: The image must be black/white, 384 x 192 pixels, and 10 Kbytes or less in size. Menu Functions  43 SAM900 User's Manual v1.1...
  • Page 48 Add the value of 2 to address 29 if you wish to print the post graphic logo on the guest check. Print Option Flowchart (P Key Lock Position) Repeat for each Print Option Status SBTL X/TIME SBTL CASH Option # 44  Menu Functions SAM900 User's Manual v1.1...

  • Page 49: Print

    Print  Choose Print from the Main menu to access the printing utilities described below. Menu Functions  45 SAM900 User's Manual v1.1...

  • Page 50: Daily Poll File

    Report Type Select the report type from the drop-down list box. If no report type is selected, SAM900 will display all reports for the specified date and key lock mode. Keylock Mode Select the mode of the report. If no key lock mode is selected, SAM900 will display all reports for the specified date and report type.

  • Page 51: Log Files

    2. Type or select a date from the File Date list box. 3. Click the Load Table button to load the table for the selected file date. 4. Click the Print Table button to print the table. Menu Functions  47 SAM900 User's Manual v1.1...
  • Page 52 2. Type or select a date from the File Date list box. 3. Click the Load Table button to load the table for the selected file date. 4. Click the Print Table button to print the table. 48  Menu Functions SAM900 User's Manual v1.1...
  • Page 53 3. Click the Load Table button to view the selected file date log. 4. With the report in view, click the Print Table button to print the report. 5. Click Exit to return to the main menu. Menu Functions  49 SAM900 User's Manual v1.1...

  • Page 54: Plu File

    Use the scroll bar at the bottom of the grid to view the remaining PLU options. 4. Click the Print File button to print the file. 5. Click Exit to return to the main menu. 50  Menu Functions SAM900 User's Manual v1.1...

  • Page 55: Plu Range

    2. Enter or select the From PLU and To PLU numbers. 3. Click the Load Grid button to view the selected PLUs. 4. Click the Print File button to print the file. 5. Click Exit to return to the main menu. Menu Functions  51 SAM900 User's Manual v1.1...

  • Page 56: Consolidated Store Report

    7. Click on the White/Gray icon to toggle between showing the descriptors in white or gray. 8. Click on the Print Table icon to print the consolidated store report. 9. Click on Exit to return to the main menu. 52  Menu Functions SAM900 User's Manual v1.1...

  • Page 57: Changed Plu Report

    2. Choose Print Grid to print the list. 3. Choose Send Programs to the ECR (Download) from the Communicatons menu if you wish to initiate a download. 4. Click on Exit to return to the main menu. Menu Functions  53 SAM900 User's Manual v1.1...

  • Page 58: Remove

    Note: Removing files cannot be undone. Once files are removed, they cannot be restored. Before removing Old Poll Files you may wish to back up the poll data (choose Backup Poll Data Files from the Utilities menu. 54  Menu Functions SAM900 User's Manual v1.1...

  • Page 59: Utilities

    3. Enter the name of the store you wish to create in the New Copy Store field. 4. Click the Copy button to create a new store with identical attributes as the default store. After selecting this option, the main SAM900 screen will display. The new store will be available in the store list.

  • Page 60: Copy Plu File

    4. Click the Copy button to copy the PLU file to the selected store or all stores. The default screen is loaded when the copy is complete. 5. Click the Exit button to return to the main menu without copying the PLU file to any other store. 56  Menu Functions SAM900 User's Manual v1.1...

  • Page 61: After Polling

    After Polling You can program SAM900 to send your polled files to the printer immediately after polling, or have the polled files sent automatically by e-mail to a preselected e-mail address. Note: Not all ISP’s are compatible with the After Poll feature of SAM900. For example, AOL is not compatible with After Polling;...
  • Page 62 2. Select the Internet Provider Program i.e. AT&T Connection Services, then Customer Care, and then System Information. 3. Click Account Information to display the SMTP. Enter this set of characters exactly as they appear in the “Outgoing Mail Host Name” field. 58  Menu Functions SAM900 User's Manual v1.1...

  • Page 63: Set Auto Poll

    Set Auto Poll You can set SAM900 to automatically go into polling mode when the program is started. You can also set SAM900 to automatically close when polling is completed. 1. Choose Set Autopoll from the Utilities menu. The Set to Automatically Poll dialog box displays.

  • Page 64: Length Of Polling Time

    Length of Polling Time You can set a time period that SAM900 will wait to successfully poll each report. Leave this value at the default setting of ‘20’ unless you encounter difficulty polling. Backup Poll Data Files Use this utility to backup polled data files to another disk drive. Follow the screen instructons.

  • Page 65: Design Er-920/Er-940 Keyboards

    8. Select a key position or group of key positions and modify the cell(s) font size with the Font Size scroll bar. 9. Click on the Print Keyboard icon to print the keyboard. 10. Click Exit to save changes and return to the main menu. Menu Functions  61 SAM900 User's Manual v1.1...

  • Page 66: Design Generic Keyboard

    8. Select a key position or group of key positions and modify the cell(s) font size with the Font Size scroll bar. 9. Click on the Print Keyboard icon to print the keychecks. 10. Click Exit to save changes and return to the main menu. 62  Menu Functions SAM900 User's Manual v1.1...

  • Page 67: Fix Plu File

    PLUs are tracked. 1. Choose Calculate Number of PLUs from the Utilities menu. The Total PLUs dialog box for the selected store displays. 2. Click the Exit button to return to the main menu. Menu Functions  63 SAM900 User's Manual v1.1...

  • Page 68: View Memory Allocation

    View Memory Allocation Note: Memory allocation cannot be edited at SAM900 or downloaded to theECR from SAM900. 1. Choose View Memory Allocation from the Utilities menu to display the memory allocation of the store’s ECR. 2. Click Exit to return to the main menu.

  • Page 69: Appendices

    Structure of Stores When you create a new store, you actually create a new sub-directory under the directory SAM900 for the store. If you create a store named BIGBOYS, the following will be created: 1. A directory named \SAM900\STORES\BIGBOYS This directory holds all the programming files for this store.

  • Page 70: File Definitions

    LOGO DESCRIPTION FINANCIAL DESCRIPTORS CLERK LOGO MACRO MISC MIX AND MATCH STORE HISTORY FILE MEMORY ALLOCATION STOCK (Upload/Download Raw) STOCK (Converted to edit ) SAM900 PLU File Structure <Storename>.PLU SAM900 PLU FILE STRUCTURE <Storename>.PLU STAR LENGT FIELD STATUS A,C,D PLU#...
  • Page 71 Disable Void & Return PRESET OVER-MGT RESET COUNTER AUTO TARE (1-5) LINK PLU MIX & MATCH PRICE1 PRICE2 CR/LF TOTAL REC LENGTH <Storename>.STK STAR LENGT FIELD STATUS A,C,D PLU# QUANTITY CR/LF TOTAL REC LENGTH Appendices  67 SAM900 User's Manual v1.1...

  • Page 72: Structure Of Polling Files

    For example, if you poll on 09-23-1996, for store BIGBOYS, the session will create a file on the hard disk named \SAM900\STORES\BIGBOYS\POLL\09231996.POL. If you poll this store a second time on the same day, it will append the data to the end of the existing file.
  • Page 73 99 clerks, so we have to be able to distinguish from clerk from another. See the example that follows. Let’s say our session consisted of the two elements: X1/PLU and X1/Groups. Your file \SAM900\STORES\BIGBOYS\POLL\03172003.POL should look like this: BIGBOYS /03-17-2003/14:26:45...

  • Page 74: Sample Reports

    -5.00 P/O 2 0.00 P/O 3 0.00 HASH TTL 0.00 AUDACTION -6.00 NOSALE CASH-IN-D 51.95 CHECK-IN-D 229.99 FD/S-IN-D 0.00 CHG1-IN-D 8.20 CHG2-IN-D 15.00 CHG3-IN-D 0.00 CHG4-IN-D 0.00 CHG5-IN-D 0.00 CHG6-IN-D 0.00 CHG7-IN-D 0.00 70  Appendices SAM900 User's Manual v1.1...

  • Page 75: Time Report

    0.00 17:00 - 17:59 0.00 18:00 - 18:59 0.00 19:00 - 19:59 0.00 20:00 - 20:59 0.00 21:00 - 21:59 0.00 22:00 - 22:59 0.00 23:00 - 23:59 0.00 TOTALS 280.15 <End Report> Appendices  71 SAM900 User's Manual v1.1...

  • Page 76: Plu Report

    0.00 0.00 0.00 0.00 0.00 CREDIT TAX1 0.00 CREDIT TAX2 0.00 CREDIT TAX3 0.00 CREDIT TAX4 0.00 FD/S CREDIT 0.00 RETURN -6.00 ERROR CORR 0.00 PREVIOUS VD -1.00 VOID MODE 0.00 CANCEL 10.00 72  Appendices SAM900 User's Manual v1.1...

  • Page 77: Group Report

    GROUP 14 0.00 0.00 GROUP 15 0.00 0.00 GROUP 16 0.00 0.00 GROUP 17 0.00 0.00 GROUP 18 0.00 0.00 GROUP 19 0.00 0.00 GROUP 20 0.00 0.00 Totals 47.00 280.15 <End Report> Appendices  73 SAM900 User's Manual v1.1...

  • Page 78: Troubleshooting Common Problems

     Verify that the hardware key is in place. SAM900 will not start if the key is not found. In addition, SAM900 will check for the key at various times during an edit/polling session. If the key is loose, or has been removed, the program will shut down.

  • Page 79: Cabling Diagrams

    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. CRS offers a USB to Serial adaptor from Perle that has been tested and is known to work with SAM polling software products.

  • Page 80: 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 76  Appendices SAM900 User's Manual v1.1...
  • Page 81 Modem Connections Appendices  77 SAM900 User's Manual v1.1...

  • Page 82: Manual Revision Record

    Manual Revision Record Edition Date published Revision contents V1.0 12/15/2011 Initial publication V1.1 1/24/2012 Update After Polling instructions 78  Manual Revision Record SAM900 User's Manual v1.1...

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