CI Serve Overview... 4 Versions of CI Serve CI Serve One CI Serve - Two Using CI Serve To finalise the sale...

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Martin Shelton
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2 Contents CI Serve Overview... 4 Versions of CI Serve... 4 CI Serve One... 5 CI Serve - Two... 5 Using CI Serve... 6 To finalise the sale... 8 Table Charging... 8 Table Payment Daily Snapshot End of Day Reports By Transaction By Product By Group By Customer By Void and No sale Changing Products associated with a button (Serve One only) Adding New Products (Serve One only) The Setup Screen POS POS Setup System Settings Login Customer Printers Cash Drawer Customer Display Scales Rounding EFTPOS Held Sale Receipt The Designer

3 Buttons The Concept of Grids Creating a new layout Adding a new Main Grid Use Gestures Background Button Default Colour Button Effect Dynamic Resizing Creating a sub-grid Sale Grid Logo Grid Image Grid Appendix A Installing Serve Install CI Serve Install Microsoft POS for.net Install Epson OPOS Setup Select a Database Run Kudos Serve Installing the Printer Installing Cash Drawer (OPOS) Installing a Customer Side Display Video Communicating with Counter Intelligence Appendix B Importing products into Serve Appendix C Configuring CAS PD-II Scales Appendix D Enabling Payment Express in CI Serve Appendix E Upgrading CI Serve

CI Serve Overview CI Serve takes the look and feel of Point of Sale to a whole new level by introducing Swipe or gesture technology to the Point of Sale marketplace.

By being able to page to another screen means that many more products can be viewed on one layer avoiding having to drill down through multiple layers.

4 CI Serve Overview CI Serve takes the look and feel of Point of Sale to a whole new level by introducing Swipe or gesture technology to the Point of Sale marketplace. Many users are now accustomed to swiping their smartphone or IPad to view extended pages and this same concept is available in CI Serve. By being able to page to another screen means that many more products can be viewed on one layer avoiding having to drill down through multiple layers. Of course the traditional method of drill down through menu layers is still provided for with no limitation on the levels that you can drill to. Also pop-up screens may be designed to add another selection level. Built using the very latest Microsoft Windows Presentation Foundation (WPF) language CI Serve has been designed to deliver a fast and highly responsive interface even in the most intense graphic button presentation. Microsoft WPF is designed to render images to screen exceptionally fast and overcomes the time old problem with touch technology where there is a time lag when screens are refreshed. The screen layout of CI Serve will dynamically resize to suit the size and characteristics of the screen it is running on or optionally the user may resize it to their own particular needs. CI Serve has been designed from the ground up to provide infinite flexibility in the layout of the screens, the grids, the buttons and the functionality. This design functionality is available in the full version of the software which includes the Designer module. A series of standard layouts and skins are available to suit most retail situations. You may then personalize your products to the layout. Beyond this you may either have your dealer design a personalised screen layout or indeed purchase the clip-on Layout Designer. A full customer side display allows the customer to view the sales lines as they are being entered together with an image of the product. Promotional or entertaining videos may be loaded in a default location and run unattended throughout the day. Versions of CI Serve 4

5 CI Serve One CI Serve-One is designed for the retail situation where stock control is not required or appropriate. Rather this retailer is looking for a high speed method of accurately processing sales of product which may be a combination of using the touch screen and scanning barcoded items. Typical situations might be a green grocer, delicatessen, bakery, dairy etc. The Serve-One system will be delivered with a file of 1,000 PLU s preloaded with the products and images appropriate for your retail type. The code, description, barcode, price and image of these products may be changed to suit your particular or changing needs. If you prefer to have a customised solution then you can maintain products in a spread sheet and import them into Serve (refer Appendix B). A Reporting facility allows a sales report to be produced for any nominated period. CI Serve - Two This is the more advanced version of CI Serve and is designed to communicate with the Counter Intelligence Office software where full stock control and retail reporting is available. For those users wishing to design their own keyboard layouts the CI Serve Designer software can be purchased as a separate module to allow complete freedom in screen design. 5

6 Using CI Serve Start the application from the desktop icon. Now key your login code to gain access to CI Serve. Your default layout will now appear: Simply press the appropriate button to sell a product. Depending on the design of your screen you can drill through multiple screen layers. Alternatively if your system is setup to Page then you may swipe the screen to extend the view of the current layout. If you wish to scan a product then scan the barcode and the product will display. If you wish to enter multiple quantities you can key the Quantity, hit the * button and then either scan the barcode, press the button or key the PLU. If you know the PLU number of a product then you may key it on the keypad and the product will display. If you are uncertain of the product code you may press the Search Stock button and you will then have the option to search by description code or group. As you key characters the system will constantly refresh the screen with the stock that nearest meets your criteria. The text you are searching for may exist anywhere within the particular field you are searching. 6

7 If you wish to re-order the columns press the column heading (highlighted in Green). You may also swipe the list to look down through it. The functionality of your CI Serve system will depend on the layouts that have been supplied or customised by your dealer. General Functions are: Void Voids the current Line Void All Voids all of the lines Customer Allows customer details to be entered CLR Clears the input field Salesperson Change the currently logged in salesperson Search To search for a stock item Gift Voucher Feature Not Yet Available Return Return the currently highlighted item No Sale Open the Cash Drawer with No sale Setup Provides access to the maintenance screens Hold Put a sale on hold or park % Line Discount Enter a line discount as a percentage $ Line Discount Enter a dollar amount as a line discount %Total Discount Enter a % figure as a total discount $ Total Discount Enter a $ figure as a total discount Payment Access the payment screen Logout Logout back to the Login Screen Daily Snapshot Provides Running totals during the day (traditionally called X-Off) End of Day Produces Final Totals for the Day (traditionally called Z-Off) EFTPOS Admin This links to the Vault Administration menu Print Receipt Produces a receipt on demand Sales History Provides full reporting on past sales Sign In/Sign Out Allows you to track the staff hours Table Save Saves the currently loaded table charge Table Payment Selects the table ready for payment 7

To finalise the sale Press the payment button and the following screen will appear.

Otherwise if you press the tender type it will ask that you key the amount.

Otherwise you can press the 0 to the right of cash and key the payment amount on the keyboard. Press Enter to finalise the sale.

8 To finalise the sale Press the payment button and the following screen will appear. If you wish to associate the complete sale amount with one tender type then simply press the 0 alongside payment type. The total amount will then appear. Otherwise if you press the tender type it will ask that you key the amount. If the customer is paying by cash you may simply press the note or coin value that they have presented and these will accumulate as the Cash total. Otherwise you can press the 0 to the right of cash and key the payment amount on the keyboard. Press Enter to finalise the sale. If payment is via EFTPOS and you have an interface running the amount will pass directly to the EFTPOS machine. On completion of the sale a change square will show you need only touch this for it to disappear and be ready for the next sale. Table Charging When you wish to charge a sale against a table enter the items onto the sales screen and then press Table Save. If this sale is a new sale then the Table screen will show as below: The pink coloured buttons signify that the table has an active. The black keys indicate that the table has no current charges against it. Press the table that you want the charges to go against. Each time you want to charge some other items to the table simply enter the items then press Table Save. If at any time you have pressed Table Payment and the total items are displayed on the screen you can add new items and press Table Save the system will have remembered which table the items were recalled from. 8

9 If you wish to enter any details about the table you can press Held Sale at any time and key the details against it. Note that the total table charge shows on this screen: If you wanted a total printout of the table charge you can press the Print key and this will print on the receipt printer. 9

Table Payment The bill may be split across multiple diners. Select Table Payment. Select the table and the lines appear on screen. Press the Payment button.

Now key the number of guests at the table and how many diners this payment is to cover. Now process the payment.

10 Table Payment The bill may be split across multiple diners. Select Table Payment. Select the table and the lines appear on screen. Press the Payment button. In the lower section of the payment screen you can see the word More in orange. Now key the number of guests at the table and how many diners this payment is to cover. Now process the payment. If you wish to process further diners at this stage then continue with the process above. If the other diners are not ready at this point simply press cancel and you will be returned to the sales screen the payments from any diners that have left will show on the bottom of the screen. 10

This will do the end of day finalization.

11 Daily Snapshot This option will show the running totals during the day. It may be run multiple times and if the modern day representation of the traditional X Off End of Day This will do the end of day finalization. The process will clear the daily totals, take a backup for security and print a Z-Off. The system halts to ask that you wish to proceed: The totals show on screen: Select Print and the report prints. 11

When the transactions are showing you may click on any transaction showing in the left panel to reveal the detail in the right panel.

12 Reports Reports may be viewed by transaction, product, end of day, group, salesperson, customer, supplier or void no sale. Enter the date range that you wish to view you can even select between a time in the day. When the transactions are showing you may click on any transaction showing in the left panel to reveal the detail in the right panel. Also you may change the sequenceing of the transactions shown in the left panel by clicking on the particular column heading you wish to sort by. If you wish to re-print the transaction you may do so by selecting the Printer image. By Transaction 12

13 By Product By Group By Customer By Void and No sale 13

If you wish to change any of the details then enter the changes on this screen.

14 Changing Products associated with a button (Serve One only) Select the Setup option. Select the Product button and then the by button option. If you wish to change any of the details then enter the changes on this screen. Adding New Products (Serve One only) Select the Setup option. Select the Product button and then the by list option. Enter the code of the product you wish to associate with the key. 14

The Setup Screen POS Run Report Simply press this to return to the main POS

You may choose not to have POS Setup SalesPerson (CI Serve One only) This

15 The Setup Screen POS Run Report Simply press this to return to the main POS screen This is an alternate way of going to reports. You may choose not to have POS Setup SalesPerson (CI Serve One only) This allows you to add new sales people, their PIN (logon) number and their security level. Products (CI Serve One only) Select if you wish to maintain the items by directly pressing the associated button or if you wish to maintain the product in a list format. 15

16 The pop-up is common to both selection methods edit the details as required then Save. 16

17 System Settings Login Customer Printers 17

18 Cash Drawer Customer Display Scales Select the port and scale type from the drop down. These scales are using OPOS Drivers so the appropriate OPOS drivers will need to be resident for your device. Rounding 18

19 EFTPOS Held Sale Receipt This function allows the receipt images and text to be set. 19

The Designer Buttons Press the Buttons option to create or change the buttons on your screen. Click on the button on the grid that you wish to change.

Static Button This will always remain visible and will call another grid to display. Display Text This will display as a line of text in the sales screen and on the printed receipt.

20 The Designer Buttons Press the Buttons option to create or change the buttons on your screen. Click on the button on the grid that you wish to change. A button can be any of the following types: Stock Item Retrieves a stock item from the database. Multi Layer Will drill through to another grid Layer. Static Button This will always remain visible and will call another grid to display. Display Text This will display as a line of text in the sales screen and on the printed receipt. Pop-Up Will pop another overlay grid. Function Where a system function is accessed: Void Void All Customer CLR Clerk Search Pending Sale Search Stock Refudn No Sale Setup End of Day EFTPOS Admin Print Receipt Sales History Hold Sale OK Cashout % Line Discount Enter $ Line Price $ Total Price Table Charge Table Payment $ Line Discount Bksp % Total Discount Sign In/Out $ Total Discount Add Comment Payment Logout Daily Snapshot Layby Gift Voucher Scan Customer Code 20

Stock Item Button If you wish to search for a product then select the browse button (with the dots) next to the product code box and a list will appear from which you can make your selection.

21 Stock Item Button If you wish to search for a product then select the browse button (with the dots) next to the product code box and a list will appear from which you can make your selection. Any of the headings can be clicked on to re-sort the list according to your needs. From the Button Screen you can select the button size eg double size, the font, the font colour, the background colour, the image and if you wish to display the product description over the button/image as shown in the short black image above. Once you have created a button that you are happy with you may choose to use this as the master for the remaining buttons. The following options allow this: Relocate highlight the button and drag it to a new location Copy Style Only copy just the style to another button (colour, font etc) Dynamic Resizing allows the buttons to be dynamically resized Use Gestures allow gestures (finger swipe) to be used on this button Multi Layer Button If you wish to create a button that brings up another screen of buttons then you can do this using by creating a multi-layer button. To do this you first need to create a grid for the pop up screen to use, the name is the grid will be the text that appears on the button on the sale screen. Once the grid is created from the drop down Sub Grid list chose the grid you have created for the button and then click on modify and the buttons can be programed as required. Static Button These are setup in the same way as a multi-layer button and allow a different button grid to be displayed when press; static buttons are always visible on the sale screen. Display Text Button Input text buttons allow the text setup against the button to be entered on the sale screen that will print on the receipt (eg: no milk, extra hot ). Pop-Up Button This is similar to a multi layer button and is setup the same way but instead of replacing the current screen it pop up on top of the current buttons. 21

22 The Concept of Grids If you have license for the full designer module you may control the complete look and feel of your system. You can define and resize any of the grids and with product grids you may load sub grids or pop-up grids. The screen may be divided into a series of grids which you may choose to position anywhere on the screen provided they don t overlap Grid types are: Main Grid Sub Grids Pop-Up Grids Sale Grid Logo Grid Image Grid. Once created these layouts may be modified using the Main Grid function: By clicking on a grid it will become active and it may then be modified by changing the settings as shown in the box in the left top of the screen. Sometimes this settings screen may overshadow the area you wish to work on. Simply drag it to another part of the screen. The X coordinate is the pixels from the left of the screen and the Y setting is the pixel setting from the top of the screen. These are handy to know so that when you later make a sub-grid you can have the overlay sit in the exact position over the original grid. So too are the columns, rows, width, height, horizontal space and vertical space settings for the same reason. Creating a new layout If you wish to create a completely new layout select Layout, Layout Management. Select Add and then give the layout a name. Choose which you wish to be the current default. You can switch the default layouts at any time. 22

Adding a new Main Grid Select Add Grid and the following option screen will appear.

represented under the presentation box. Give the grid a name that will be meaningful when you wish to identify it later.

An orange overlay will appear on the screen to represent the settings you have made.

The relevant fields in the screen shown above will change as you resize the orange overlay (applies when you have Dynamic Resizing checked)

23 Adding a new Main Grid Select Add Grid and the following option screen will appear. If the screen is completely blank ie this is the very first grid to be created click the mouse or touch the screen in the rectangle represented under the presentation box. Give the grid a name that will be meaningful when you wish to identify it later. Specify the number of columns, rows, grid width, height and number of pages (refers to the number of pages you may wish to swipe across. An orange overlay will appear on the screen to represent the settings you have made. You may move this overlay with the mouse; resize it by dragging the corners or by pinching the corners with your fingers. The relevant fields in the screen shown above will change as you resize the orange overlay (applies when you have Dynamic Resizing checked) Use Gestures If you wish to be able to swipe the screen then turn on gestures. Background This enables you to set the colour for the background for this grid Button Default Colour This enables you to set the default colour of the buttons. This uses a screen as shown under Background above. 23

Button Effect The Button Effect key allows the shape and scheme of the buttons in the grid to be controlled.

This is the other extreme of the scale where the buttons are oval and the border thick: Dynamic Resizing The dynamic

buttons within it will also stretch of contract to fit the new grid size.

easier to leave this option unchecked particularly when you are wishing to have sub-grids overlay in exactly the same

Creating a sub-grid Where you wish to call a sub-grid then the procedure is to create the sub-grid first: Press the

24 Button Effect The Button Effect key allows the shape and scheme of the buttons in the grid to be controlled. This first sample shows the settings as square buttons and the selectable shading types. This is the other extreme of the scale where the buttons are oval and the border thick: Dynamic Resizing The dynamic resizing selection allows the grid size and its contents to be dynamically resized ie if the grid is stretched the buttons within it will also stretch of contract to fit the new grid size. Often though you will have determined the ideal button size for the screen you are designing and you may find it easier to leave this option unchecked particularly when you are wishing to have sub-grids overlay in exactly the same position. Creating a sub-grid Where you wish to call a sub-grid then the procedure is to create the sub-grid first: Press the Grids button on the Designer Screen The existing grids will display. To add a new grid select the ADD button. Enter a name for the grid and the number of row, grid width, grid height and number of pages this is if you wish to use the gestures/swipe function and display extended pages for this particular grid. 24

Sale Grid The location and look of the Sales Grid Screen is

colour of the text plus the colour of the background.

Image Grid The product Image grid may be positioned at any

25 Sale Grid The location and look of the Sales Grid Screen is controlled through the screen below where you may set the font and colour of the text plus the colour of the background. The actual columns that you wish to show in your Logo Grid The Store logo may optionally be shown at any nominated position on the screen. Image Grid The product Image grid may be positioned at any nominated point on the screen: An example of the image grid in the sales screen is shown below. This image will refresh each time a product is scanned. 25

Appendix A Installing Serve The major components of a CI Serve Installation are listed below.

CI SERVE Application Microsoft SQL Compact 4.0 SP 1 Microsoft POS for.

These OPOS Drivers are required to run peripherals Installs as part of CI Serve Install If you are running an Epson Printer and devices then you will

26 Appendix A Installing Serve The major components of a CI Serve Installation are listed below. Depending on your operating system some of the Microsoft components may already be installed on your computer. CI SERVE Application Microsoft SQL Compact 4.0 SP 1 Microsoft POS for.net Epson OPOS Drivers (Or Other) Kudos Communicator OPOS Drivers Installs as part of CI Serve Install Requires separate installation on CD supplied These OPOS Drivers are required to run peripherals Installs as part of CI Serve Install If you are running an Epson Printer and devices then you will install the Epson OPS Driver that ships with CI Serve. Otherwise you will need to locate the OPOS drivers for your printer. For example the Sewoo/Digipos printer ships with a CD that has OPOS Drivers on it. Install CI Serve Insert the CD supplied into the CD Drive Select Run setup.exe Select Next Accept the User Agreement License 26

Select the Compete Install Option Install Microsoft

correct Accept the User License Agreement Select the

27 Select the Compete Install Option Install Microsoft POS for.net Find on the Microsoft POS for.net installation file on the supplied CD. Click Install Check the name of the your company is correct Accept the User License Agreement Select the Typical option Installation of Microsoft POS for.net will now complete 27

Install Epson OPOS Setup Click on Windows Start, Programs, CI Serve, Tools, Epson OPOS for.net Select Language. Accept the License Agreement.

On completion the system may ask for a re-boot of your system to invoke the changes.

$This file is in the form Counter Intelligence POS.SDF. Copy this file into C:\Program Files\Counter Intelligence Serve on your computer.$

28 Install Epson OPOS Setup Click on Windows Start, Programs, CI Serve, Tools, Epson OPOS for.net Select Language. Accept the License Agreement. Select the User option Now select the interface type for your printer. If you are likely to use any of the other interfaces then you may choose multiple devices. On completion the system may ask for a re-boot of your system to invoke the changes. Select a Database When you purchased your system your dealer will have provided a database and keyboard layout best suited to your business type. This file is in the form Counter Intelligence POS.SDF. Copy this file into C:\Program Files\Counter Intelligence Serve on your computer. If you have not been provided with a database and keyboard layout you will need to load a default database. The default database will need to be copied from C:\Program Files\Counter Intelligence Serve\DataBaseBackup to C:\Program Files\Counter Intelligence Serve - Counter Intelligence POS.sdf and Heldsales.sdf. Run Kudos Serve Select the SERVE icon on your desktop and the first screen will load. 28

If you have received a registration code then key it here.

If you wish to Request a License number then press Request License and complete the details.

Installing the Printer By default the installation process has loaded the Epson OPOS Driver.

Control Panel and install the OPOS Drivers that came with your printer.

29 If you have received a registration code then key it here. If you have received a trial version then select Trial Run. If you wish to Request a License number then press Request License and complete the details. A registration code will then be ed to the address that you have entered. Installing the Printer By default the installation process has loaded the Epson OPOS Driver. If your printer is not an Epson then we suggest that you uninstall the Epson OPOS drivers using Control Panel and install the OPOS Drivers that came with your printer. Installing an Epson Receipt Printer From programs, select Epson OPOS for.net, Setup POS Click the Add option Select from the drop down list the device name that matches your printer. Change the device Font Type to South Asia. 29

On completion the following screen appears.

When asked press the Print Button and a small Interactive Healthcheck message will

If the Health Check is negative a message with the exception information will

30 On completion the following screen appears. Checking the Printer is Configured Correctly From programs select, Epson OPOS for.net, CheckHealth Utility. Select the printer from the POSPrinter list and press the CheckHealth button. When asked press the Print Button and a small Interactive Healthcheck message will print to the printer. If the Health Check is negative a message with the exception information will appear. Note: When using the Epson TM-T81 printer you may need to install the Epson Drivers for it to first off be recognised as a device. Installing Cash Drawer (OPOS) From programs, select Epson OPOS for.net, Setup POS Click the Add option 30

Select the Device Category: CashDrawer Select the printer

Network Select the printer that the cash drawer is attached

Now run the Health Check function and test that the cash

Installing a Customer Side Display Video Where you have a

The left side of the screen shows the customer the sales

31 Select the Device Category: CashDrawer Select the printer interface Serial/Parallel/USB/Wired Network/Wireless Network Select the printer that the cash drawer is attached to. Now you should see the Cash Drawer in the device list. Now run the Health Check function and test that the cash drawer. Installing a Customer Side Display Video Where you have a 10 or similar customer display you may show a video running. The left side of the screen shows the customer the sales information, the top right shows the product image and the right lower half will show the video. You can make a video easily using a product such as Windows Live Movie Maker. Store the video in the folder your main Videos \ Sample Videos folder. 31

32 Communicating with Counter Intelligence Serve will communicate with Counter Intelligence Office either locally or remotely. Select Setup Communicator Note: this is also where you set the POS Number. 32

33 Appendix B Importing products into Serve When using Serve 1 you can create your products in a spread sheet and then import them into Serve. Create a spread sheet with the following headings STYLE DECSRIPTION PLU GROUP SUPPLIER CostPrice Price1 StockImage Steinlager STEIN C Classic 100 BEER LION c:\eretailer images\beer\steinlager4.png~main~1 STEIN P Steinlager Pure 101 BEER LION c:\eretailer images\beer\steinlager_light.png~main~1 SPEIGHT GLD Speights Gold 102 BEER LION c:\eretailer images\beer\speights3.png~main~1 SPEIGHT SUM Speights Summit 103 BEER LION c:\eretailer images\beer\distinction.png~main~1 SPEIGHT Speights Old c:\eretailer OLD Dark 104 BEER LION images\beer\speights_old_dark.png~main~1 MAC GOLD Macs Gold 105 BEER LION c:\eretailer images\beer\macs_gold.png~main~1 Save the spread sheet in CSV format and then import into Server by selecting Data - Import 33

Appendix C Configuring CAS PD-II Scales Connect the

34 Appendix C Configuring CAS PD-II Scales Connect the Scales to the preferred serial port. Hold the T Button down and power on the scales. Now press the * until the display reads Type-6 Press the 0 key to save. In Server Setup set the com port that the scales are plugged into. Select the Scale Type as OZ DIGI (DS-866) 34

Appendix D Configuring the Payment Express EFTPOS Install the Payment Express Software Download and install the correct DPS installation file from the Payment Express website www.paymentexpress.com.

35 Appendix D Configuring the Payment Express EFTPOS Install the Payment Express Software Download and install the correct DPS installation file from the Payment Express website Open the pxpp_cfg.txt file (C:\Program Files\DPS\EFTPOS) and check the following settings: <PrintSystemId>3</ PrintSystemId> <EnableAlwaysPrint>0</ EnableAlwaysPrint> <EnableCheckPrinter>0</ EnableCheckPrinter> Note: If any of the settings above needed changing restart the two EFTPOS services. Open the Payment Express control panel and under MAINT try a logon this will fail with a printer error which you can ignore. Enabling Payment Express in CI Serve Open CI Server and Enable the EFTPOS. Note: the COM Port does not need to be changed. Add the EFTPOS Admin button to the main CI Serve screen. Note: This button is required to the EFTPOS can be settled each night. Use the EFTPOS Admin button to do a logon to make sure the printer is now working. 35

36 Appendix E Upgrading CI Serve Within the setup screen of CI Serve choose About and then Check for Update and follow the prompts. Note: We recommend restarting the machine after the upgrade has completed prior to running CI Serve. Depending on the changes between your original version and the upgrades version it may take a few minutes for CI Serve to open in the new build. 36

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