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Summary of Contents for Sam4s SAM300
- Page 1 SAM4s SPS-300 Series SAM300 Reference Manual v1.0 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.
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Page 3: Table Of Contents
Add Inventory.......................... 29 Add Inventory by Item ....................29 Add Inventory by Shelf ..................... 33 Add Inventory by Vendor ..................34 Repair Inventory Files ......................36 Update Inventory from Old Poll File..................37 Communications Contents 1 SAM300 Reference Manual v1.0... - Page 4 Convert Polled File to CSV File ....................70 Appendices Structure of Stores ........................71 File Definitions ........................72 Structure of Polling Files ......................73 PLU Structure ..........................75 Troubleshooting Common Problems ..................76 Hardware ........................76 Software........................76 Cabling Diagrams ........................78 Cable Pinouts......................79 Manual Revision Record 2 Contents SAM300 Reference Manual v1.0...
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Page 5: Introduction
Poll unattended at a predetermined time. Download preamble/postamble bitmap files. SAM300 converts polled reports to ASCII files, ready to be used by other PC applications. Program Maintenance Features Upload program files from the station to the PC. -
Page 6: Inventory Features
Vendor Information Maintenance records basic vendor data. In addition to ECR data for each PLU, SAM300 provides the following fields for each PLU: A Full Description field is provided to supplement the 16 character descriptor that is used at the SPS-300. -
Page 7: Requirements
The connection from the ECR to your PC requires a serial port on the PC. See “Cabling Diagrams” on page 78 for more information on cables and connections. 1. Load the SAM300 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 8: Cash Register Settings
5:LIQUOR 6:SCAN 7:COIN 8:RESERVED 9:POLE 10:EFT 11:PDC 5. At the DEVICE FUNCTION field, choose 1(PC). 6. Press ENTER to finalize and then press the CLEAR key to return to the SERVICE MODE screen. 6 Introduction SAM300 Reference Manual v1.0... -
Page 9: Preparing The Sps-300 For Communicatons
The key lock can be in any position. It is not necessary to manually place the register in PC Communications mode. SAM300 will automatically place the register in PC Communications mode when communications are initiated. Introduction 7 SAM300 Reference Manual v1.0... -
Page 10: Starting
Starting Note: The software key must be installed on the USB port for SAM300 to access all of the features of SAM300. Without the software key installed, only program save/load features can be accessed. 1. Click the Start button, click Programs, click SAM300 and then click SAM300.exe. -
Page 11: Navigating
1. Point at a menu item with your mouse, or type the shortcut key to display menu choices. 2. Point at your choice on the menu and click the left mouse button, or type the shortcut key to select an item from the menu. Menu Item Menu Choices Introduction 9 SAM300 Reference Manual v1.0... - 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 10 Introduction SAM300 Reference Manual v1.0...
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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 11 SAM300 Reference Manual v1.0... -
Page 15: Stores
Stores Overview Choose Stores to Edit, Create New or Delete stores from SAM300. A store must be created before any communications or editing can take place. Stores 13 SAM300 Reference Manual v1.0... -
Page 16: Creating A New Store
1. Choose Edit from the Stores menu to edit a store. The Edit Store Information dialog displays. 2. Complete the Edit Store Information dialog according to the table on the next page. 3. Click Exit to save store information. 14 Stores SAM300 Reference Manual v1.0... - Page 17 Programs Only the SPS-300 in an IRC configuration that is connecting to to Register #1 SAM300. If not checked, programs will be downloaded to all SPS-300’s in an IRC network. Keyboard Type Select Flat keyboard or Raised 21 key depending upon model.
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Page 18: Selecting The Default Store
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. 16 Stores SAM300 Reference Manual v1.0... -
Page 19: Edit Ecr Data
Edit ECR Data Overview SPS-300 programs can be edited at SAM300 and then downloaded to the ECR. From the Edit ECR Data menu select a specific item to modify that part of an existing SAM4s SPS-300 program. Remember that the options in this program allow you to edit the same program options that you set on a SPS-300 through the register's keyboard. - Page 20 18 Edit ECR Data SAM300 Reference Manual v1.0...
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Page 21: Plu/Inventory Maintenance
1. Choose PLU and then Inventory from the Edit ECR Data menu. The PLU Programming window displays: 2. Select the PLU you wish to edit from the PLU Number Lookup, Vendor Product ID#, or PLU Descriptor Lookup drop-down list boxes. PLU/Inventory Maintenance 19 SAM300 Reference Manual v1.0... - Page 22 Note: To delete a PLU, all totals (Z1, Z2) for that PLU must first be cleared at the register. PLUs will not be deleted at the station unless there is no station activity and deleted PLUs are downloaded. 20 PLU/Inventory Maintenance SAM300 Reference Manual v1.0...
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Page 23: Plu Data
In addition to ECR PLU data, two additional fields are shown on this window: Field Description Calculated from Avg unit cost and selling price. Margin of Profit (%) 30 characters Full Description PLU/Inventory Maintenance 21 SAM300 Reference Manual v1.0... -
Page 24: Inventory
Vendor Product ID# 6 digits numeric (including decimal) Min Level Enter the number of pieces (5-digit numeric entry # of Pieces in Lot including decimal) in the lot (i.e. 24 cans in a case.) 22 PLU/Inventory Maintenance SAM300 Reference Manual v1.0... -
Page 25: Barcode
For best results use a label printer such as the SNBC BTP-L580 label printer (contact your CRS representative for more information.) Note: The settings displayed on the following screen shots represent the recommended initial settings for the SRP-770 printer loaded with 1 ¼”... - Page 26 5. Select the Code type and set the properties as indicated for the SPR-770 printer loaded with 1 ¼” x 2 ¼” labels. Adjust settings as necessary for other label/printer combinations. 6. Click the Options tab and set the properties as indicated. 24 PLU/Inventory Maintenance SAM300 Reference Manual v1.0...
- Page 27 8. Click OK to accept the settings and view the bar code as specified. 9. Click the Print this Barcode button. The print sample below was generated by a Samsung SRP-770 label printer on a 1 ¼” x 2 ¼” label. PLU/Inventory Maintenance 25 SAM300 Reference Manual v1.0...
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Page 28: Inventory History
Grid of historical sales from polled Z1 PLU Sales History reports. Choose From Date from the drop-down list box. From Date Choose To Date from the drop-down list box. To Date 26 PLU/Inventory Maintenance SAM300 Reference Manual v1.0... -
Page 29: Copy Plu
Enter the beginning number of the range of PLUs From PLU# you want the displayed PLUs attributes copied to. Enter the ending number of the range of PLUs you To PLU# want the displayed PLUs attributes copied to. PLU/Inventory Maintenance 27 SAM300 Reference Manual v1.0... -
Page 30: Vendors Maintenance
ID field to enter you own vendor ID-up to 10 alpha numeric characters. 4. Click Delete Vendor to delete the current vendor. At the confirmation dialog click Yes to complete the deletion. 5. Click Exit to save changes. 28 PLU/Inventory Maintenance SAM300 Reference Manual v1.0... -
Page 31: Add Inventory
3. Select the Date Stock Received from the drop-down list. 4. Click the Inventory Entry Type drop-down list box. Select Stock (+), Transfer In (+), Transfer Out (-), Promo (-), or Waste (-). PLU/Inventory Maintenance 29 SAM300 Reference Manual v1.0... - Page 32 Use the drop-down list box under the Load Existing Order button to select a suspended order. Orders are saved by date and sequential number. Select the order you wish to recall and click the Load Existing Order button. 30 PLU/Inventory Maintenance SAM300 Reference Manual v1.0...
- Page 33 3. The Response Dialog displays. Click Yes. 4. The message displays: 5. Click OK. When the scanned file is loaded, you have to option to keep the scanned file or delete it. PLU/Inventory Maintenance 31 SAM300 Reference Manual v1.0...
- Page 34 8. Note the information box in the red highlighted area indicating the NEW PLUs were added. You will likely need to go to these items and edit their descriptor and status options. 32 PLU/Inventory Maintenance SAM300 Reference Manual v1.0...
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Page 35: Add Inventory By Shelf
If you are placing an order and wish to send orders to inventory at a later time: Click Exit/Save. The suspended order will be saved by date and by consecutive number. If required click Print Out Items Ordered to print a hard copy of the order. PLU/Inventory Maintenance 33 SAM300 Reference Manual v1.0... -
Page 36: Add Inventory By Vendor
If you are placing an order and wish to send orders to inventory at a later time: Click Exit/Save. The suspended order will be saved by date and by consecutive number for order placed that date. 34 PLU/Inventory Maintenance SAM300 Reference Manual v1.0... - Page 37 5. If the order is received, Click Send Order Totals To Inventory. 6. Click Exit/Save. When Exit/Save is pressed you will exit the add inventory by vendor screens and the main menu is loaded. PLU/Inventory Maintenance 35 SAM300 Reference Manual v1.0...
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Page 38: Repair Inventory Files
Fix File routine. 3. Click Fix File. When complete press Exit to go back to main screen. You can view the BAD.PLU file in Wordpad to check for corrupt data. 36 PLU/Inventory Maintenance SAM300 Reference Manual v1.0... -
Page 39: Update Inventory From Old Poll File
2. Select a date, and then double-click the Update button. Note: If a date is selected that has no polling file for that date, you will see the notification in the yellow information bar. PLU/Inventory Maintenance 37 SAM300 Reference Manual v1.0... - Page 40 38 PLU/Inventory Maintenance SAM300 Reference Manual v1.0...
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Page 41: Communications
Communications Choose Communications from the Main menu to initiate communications with the SAM4s SPS-300. Communications 39 SAM300 Reference Manual v1.0... -
Page 42: Polling
Select an individual store to poll if the Poll All Stores check box is not selected. 3. Click the Start Polling button to begin polling; click Exit to exit the dialog. SAM300 will poll the reports selected in the polling setup file (see page 42). -
Page 43: Send Programs To Ecr (Download)
ECR. (Check Select All for all components.) A check mark means the item is selected. 3. Click the Upload button to initiate the download to the ECR; click Exit to exit the window. Communications 41 SAM300 Reference Manual v1.0... -
Page 44: Polling Setup File
2. Select the reports you wish to poll. A check mark displays for each report selected. 3. Click Exit to save changes and return to the main menu. 42 Communications SAM300 Reference Manual v1.0... -
Page 45: Download Logo Images
1. Choose Download Logo Images from Communications Menu. The Download Bitmap dialog box displays. 2. Click on the empty logo picture frame. The Open dialog displays where you can select a bitmap image. Communications 43 SAM300 Reference Manual v1.0... - Page 46 3. Select an image and click Open. The image now displays on the Download bitmap dialog. Note that the image specifications are displayed. 4. Choose either Pre Logo or Post Logo and click the Download button. When complete, the message “Download Finished” displays. 44 Communications SAM300 Reference Manual v1.0...
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Page 47: Print
Choose Print from the Main menu to access the printing utilities described below. You cannot edit data on any of the data fields viewed through the Print menu. Reports will print at the default printer on your PC. Print 45 SAM300 Reference Manual v1.0... -
Page 48: Daily Poll File
3. Click the Load Table button to view the selected report. 4. With the report in view, click the Print Table button to print the report. 5. Click Exit to return to the main menu. 46 Print SAM300 Reference Manual v1.0... -
Page 49: Log Files
3. Click the Load Table button to view the selected report. 4. With the report in view, click the Print Table button to print the report. 5. Click Exit to return to the main menu. Print 47 SAM300 Reference Manual v1.0... -
Page 50: Plu File
1. Choose PLU File from the Print menu to display and print out the PLU file of the working store. 2. Choose Sort By PLU# or Sort By Descriptor. 3. Click the Print File button to print the file. 4. Close the window to return to the main menu. 48 Print SAM300 Reference Manual v1.0... -
Page 51: Plu Range
PLUs in the file.) Click the Load Grid button to view requested PLUs. 3. Click the Print File button to print the file. 4. Close the window to return to the main menu. Print 49 SAM300 Reference Manual v1.0... -
Page 52: Consolidated Store Report
Report Type SELECT: Financial, PLU, Groups, Sales by TP, Employees Keylock Mode X1, X2, Z1, Z2 Available Select stores to consolidate by double clicking the store. Stores Sort PLU BY Choose PLU# or Descriptor 50 Print SAM300 Reference Manual v1.0... -
Page 53: Min Level Inventory Report
Description PLU number and descriptor. PLU# Historical Purchases minus Historical Sales Inv On Hand The minimum level set on the Edit ECR Min Level Data/Inventory/PLU/Inventory tab. Inventory On Hand minus Minimum Level Difference Print 51 SAM300 Reference Manual v1.0... -
Page 54: Cost Report
Field Description PLU Descriptor Descriptor Historical Purchases minus Historical Sales Quantity Average Cost from Historical Purchases Cost Quantity * Cost Extended PLU Price Retail Price (Retail Price – Cost) Profit Margin Retail Price 52 Print SAM300 Reference Manual v1.0... -
Page 55: Physical Inventory By Shelf
Shelf Data/Inventory/PLU/Inventory tab. Historical Purchases minus Historical Sales Computer Inv Column provided to manually enter physical Physical Count inventory count Column provided to manually enter the Adjustment adjustment (Computer Inv – Physical Count) Print 53 SAM300 Reference Manual v1.0... -
Page 56: Min Inv Report By Vendor
Historical Purchases minus Historical Sales Qty on Hand The minimum level set on the Edit ECR Min Level Data/Inventory/PLU/Inventory tab. Inventory On Hand minus Minimum Level Differ Column provided to manually enter quantities to Order order 54 Print SAM300 Reference Manual v1.0... -
Page 57: Physical Inventory By Vendor
Vendor selected. Vendor Historical Purchases minus Historical Sales Computer Inv Column provided to manually enter physical Physical Count inventory count Column provided to manually enter the Adjustment adjustment (Computer Inv – Physical Count) Print 55 SAM300 Reference Manual v1.0... -
Page 58: Changed Plu Report
This report lists PLU’s that have been changed in some manner. This may be useful for users who forget if they made PLU changes or who may be uncertain as to which PLU’s they have modified. Choose Changed PLU Report. 56 Print SAM300 Reference Manual v1.0... -
Page 59: Remove
Choose Remove from the Main menu to access the utilities described below. Old Poll Files 1. Choose Old Poll Files from the Utilities menu to delete unwanted poll files. The Remove Old Polling Files dialog box displays. Remove 57 SAM300 Reference Manual v1.0... -
Page 60: Log Files (Upload, Download, Poll)
2. Enter the date through which you want old poll log files deleted. Click Start Delete. The message "FINISHED" will display when completed. 3. Close the window to return to the main menu. 58 Remove SAM300 Reference Manual v1.0... -
Page 61: Utilities
Utilities Overview Choose Utilities from the Main menu to access the utilities described below. Utilities 59 SAM300 Reference Manual v1.0... -
Page 62: Copy A Store
4. Click the Copy button to create the store. The new store will have identical attributes as the default store. 5. Exit Copy will return you to the main menu without creating a new store. 60 Utilities SAM300 Reference Manual v1.0... -
Page 63: Copy Plu File
Store field, or click the Copy To All Stores check box. 4. Click the Copy button to copy the PLU file to the selected store or all stores. 5. Click the Exit button to return to the main menu. Utilities 61 SAM300 Reference Manual v1.0... -
Page 64: Calculate Number Of Plus
PLUs are tracked. 1. Choose Calculate Number of PLUs from the Utilities menu. The Total PLUs dialog box for the selected store displays. 2. Close the window to return to the main menu. 62 Utilities SAM300 Reference Manual v1.0... -
Page 65: After Polling
After Polling from the Utilities menu. The After Polling dialog box for the selected store displays. Note: Not all ISP’s are compatible with the After Poll feature of SAM300. If you need to sign on to your email account on the internet, it will not work with the Sam polling software . - Page 66 Note: The ISP must support SMTP or Sam After Polling will not work! The ISP must accept Microsoft Outlook or Microsoft Outlook Express or the option in SAM300 After Polling will not work. Example: If you are using Windows XP, the SMTP can be found by following the steps below: 1.
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Page 67: Physical Inventory Comparison Partial Physical Inventory Comparison
The first field of the line must be the PLU number, followed by a comma. The second field of the line must be the quantity. You can have additional fields, however, the comparison program only uses the first 2 fields. Utilities 65 SAM300 Reference Manual v1.0... -
Page 68: Inventory Comparison Procedure
Price corrections must be made manually in the PLU file or on the product in the store, which ever is correct. 6. Click the Print Grid Button to print the spreadsheet to your default printer. 66 Utilities SAM300 Reference Manual v1.0... -
Page 69: Set Autopoll
Set Autopoll You can set SAM300 to automatically go into polling mode when the program is started. You can also set SAM300 to automatically close when polling is completed. 1. Choose Set to Automatically Poll from the Utilities menu. The Set to Automatically Poll dialog box displays. -
Page 70: Length Of Polling Time
Length of Polling Time You can set the length of time SAM300 will attempt to complete a successful poll for each report. 1. Choose Length of Polling Time from the Utilities menu. The dialog box for the selected store displays. -
Page 71: Adjust Inventory
1. Choose Adjust Inventory from the Utilities menu. 2. Click Start to reset inventory totals according to your Purchase and Sales History, or click Exit to abort the routine. Utilities 69 SAM300 Reference Manual v1.0... -
Page 72: Convert Polled File To Csv File
(030320081, 030320082, 030320083) 4. When complete, the “Finished Converting” message will display. The CSV file will appear in the Poll Folder for your store, i.e. C:\SAM300\STORES\V01_027\POLL. 5. The screen below is an example of the report as seen in Microsoft Excel™: 70 ... -
Page 73: Appendices
Appendices Structure of Stores When you create a new store, you actually create a new sub-directory under the directory SAM300 for the store. If you create a store named BIGBOYS, the following will be created: 1. A directory named \SAM300\STORES\BIGBOYS This directory holds all the programming files for this store. -
Page 74: File Definitions
KP routing Table layout KP time period Training mode KP/KV options Time period KV routing Tax tables Logo message Tare weight Level/modifier Tax options Macro Validation message Memory allocation Validation/subtotal print Not found PLU 72 Appendices SAM300 Reference Manual v1.0... -
Page 75: Structure Of Polling Files
For example, if you poll on 09-23-2004, for store BIGBOYS, the session will create a file on the hard disk named \SAM300\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 76 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/Groups and X1/CLERK. Your file \SAM300\BIGBOYS\POLL\09232004.POL should look like this: BIGBOYS/09-23-1996/20:12:59 X1/GROUPS...
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Page 77: Plu Structure
PLU Structure SAM300 PLU FILE STRUCTURE INVENTORY <Storename >.PLU FIELD START LENGTH STATUS 1 A,C,D PLU# DESCRIPTION GROUP1 GROUP2 GROUP3 NEGATIVE ITEM FOOD STAMP TAX4 TAX3 TAX2 TAX1 OVERRIDE PRESET PRESET AUTO SCALE SCALABLE DISABLE INVENTORY GALLONAGE NON-ADD# COMP SINGLE ITEM... -
Page 78: Troubleshooting Common Problems
Choose S-Mode Define Port. Verify that the device “POLLING” is assigned for the port that is used for communications. Verify that the BAUD rate is the same as set in store data in SAM300. Verify that no parity, 8 character bits, 1 stop bit are selected. - Page 79 2. If memory allocation is successful, then communication settings are correct. You can now check all and upload all programs. 3. If the above works, then you are ready to program either from the SAM300 software or from the register.
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Page 80: 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 81: 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 Appendices 79 SAM300 Reference Manual v1.0... - Page 82 Modem Connections 80 Appendices SAM300 Reference Manual v1.0...
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Page 83: Manual Revision Record
Manual Revision Record Edition Date published Revision contents v1.0 6/1/2012 Initial Publication Manual Revision Record 81 SAM300 Reference Manual v1.0...