Sentinel SmartTouch Instruction Manual

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1 Sentinel SmartTouch Instruction Manual 1. Introduction Installing the Software Using Admin to setup SmartTouch Using SmartTouch Main Flags SmartTouch Upgrade Process

1. Introduction This manual is designed to help the user get the most satisfaction out of SmartTouch. It explains how to install and use SmartTouch for the better running of a business.

2 1. Introduction This manual is designed to help the user get the most satisfaction out of SmartTouch. It explains how to install and use SmartTouch for the better running of a business. The manual needs to be carefully read so as to receive the full advantages of the software s capabilities. This manual should be read in conjunction with using the software. 2. Installing SmartTouch To install the software, insert the SmartTouch Installation CD into the CD Rom. Double - Click on the Setup.exe file located in this folder. 2

3 Click the Next key to continue Accept the license agreement and click the Next key to continue. 3

4 Enter the user name and the user s company s name and click the Next key to continue. Select typical install and click the Next key to continue. 4

$on the hard disk. By default the path C:\Program Files\SmartCash\ is used.$

5 This screen displays the path as to where the software will be installed on the hard disk. By default the path C:\Program Files\SmartCash\ is used. 5

Click on Finish to complete the setup. On completion of the installation, the user will need to run a software upgrade to convert SmartTouch to the latest version.

6 Click on Finish to complete the setup. On completion of the installation, the user will need to run a software upgrade to convert SmartTouch to the latest version. These files can be found on the CD in the SmartTouch Upgrade folder. Further instructions on how to do this will be explained in detail later (CHAPTER 3). Go to the directory where the software is installed, and double-click on the SmartCash.exe file. Alternatively, click on START Programs SmartCash SmartCash.exe 6

3. SmartTouch Setup 3.1 Selecting SmartTouch Database The Admin program is generally located within the Program Files in a folder called Admin on the Point of Sale local drive. 1.

7 3. SmartTouch Setup 3.1 Selecting SmartTouch Database The Admin program is generally located within the Program Files in a folder called Admin on the Point of Sale local drive. 1. If this is the first time the user is starting the Admin program, an Open Window will appear. FIG The reason for this is that the path to the SmartTouch database cannot be found. 3. The user must then select the path to the SmartTouch database (this database is usually in the location that SmartTouch was installed i.e.: C:\Program Files\SmartCash\Data\Pos.mdb 4. Once the database has been selected a window prompting the user to enter a password. 7

8 FIG Once the user has entered the password the user should check if the path to the SmartTouch database is correct. To do this the user must click on FILE -> OPEN and check the path. FIG 3.3 8

9 3.2 System Information Options This section will give a brief overview of the System Information options. 1. In order to edit the store information and communication setting the user must click on EDIT -> SYSTEM INFORMATION. 2. By selecting this option the user is presented with a window displaying the following tabs: General System Rear Display Printer Setup Scanner Scale Camera General Tab Path to Sentinel Back Office Database if SmartTouch is running online i.e. Sentinel Back Office is connected to SmartCash (see Sentinel Back Office Manual to learn how to connect Sentinel Back Office to SmartCash) the user must then navigate to the path of the StoreMaster database by clicking on the button at the right of the textbox, click on the StoreMaster database and then click OPEN. Paths to Reports the user will have to enter the path to SmartTouch reports by clicking on the button at the right of the textbox and then search for the Report Template which is in the SmartCash reports folder, click on the file REPORT TEMPLATE.RPT and then press OPEN. Path to Remote Files this is the location to which files containing SmartCash TRANSACTION, PLU, DEPARTMENT, HOURLY, CASHIER information will be stored in. To set this path the user will have to click on the button at the right of the textbox and then search for the file which is in the Remote folder in the SmartCash folder, click on the file REMOTE.TXT and then press OPEN. 9

10 POS TYPE is the type of POS unit keyboard that the user will use when the user is using the SmartCash program. (GII or 2000 SERIES) Once all the paths and the Pos Type have been selected, the user can then click the Apply button to save the new information. GENERAL TAB System Tab Store No the user will have to enter the store number in Sentinel Back Office SmartTouch will be linked to (e.g. if the user enters 0001 then SmartTouch will be linked to Store 0001 in Sentinel Back Office) Store Name name of the Sentinel Back Office store to which SmartTouch is linked. Max. PLU - Used to set the maximum PLU numbers in the system. Max. Dept - Used to set the maximum Department numbers in the system. POS No Used assign a number to each Point of Sale. Vat Number the user can enter the company s vat registration number. Ticket Number Allows the user to set a new ticket number. 10

11 SYSTEM TAB Rear Display Display Type the user has three options to choose from: 0-20x2 (OLD) 1-20x2 (NEW) 2 - NO DISPLAY If either of the first two options is selected then the user must set the following: Communication Port, Baud Rate, Data Bits, Parity, Stop bits. 11

12 REAR DISPLAY Printer Setup The user will have to select the type of printer he/she has connected to SmartCash namely: 2 TC100 PRINTER 1 Fujitsu PRINTER PRINTER TAB 12

13 3.2.5 Scanner There are two types of scanners the user can select from namely: Keyboard wedge/usb Scanner RS232 Scanner If the user selects this option then the user must set the Communication settings (Port, Baud Rate, Data Bits, Parity, Stop Bits) of the Scanner. SCANNER TAB Scale If the user is using a scale the user will have to set the Communication Port, Baud Rate, Data Bits, Parity and Stop Bits of the scale that has been attached to the machine that is using SmartTouch. 13

14 SCALE TAB Camera If the user is using a DVR system, the user will have to set the Communication Port, Baud Rate, Data Bits, Parity and Stop Bits of the system connected to SmartTouch. CAMERA TAB 14

15 3.3 Main Flags MAIN FLAG 3.4 Logos and Titles Logo Tab By selecting this TAB the user is presented with two options: 1. Custom Logo This is a text message that will be displayed on the top of each receipt. This allows two lines of bold print and five lines of normal print. 2. Picture Logo Allows the user to burn a graphic logo onto the printer s flash memory. If the user has a picture that he/she would like to display on the receipt, the user will have to click on the BROWSE button and navigate to the location that picture has been saved click on the picture and then click OPEN. The user will have click on APPLY to save the changes. 15

16 Receipt Advertisements This is a message that appears on the bottom of the customers Receipt. Once the user has entered the message the user will have to click APPLY to save the new message. Display Message This is a message that appears across the Point of Sale Rear Display when it is idle. The user also has the option to determine when the message will start displaying. The user also has a choice of what type message is to be displayed i.e.: 1. Date Time This will display the date and time. 2. Scrolling Message - This is a message that scrolls across the Point of Sale Rear Display. User must enter the message. 3. Advertisements this allows the user to display up to ten advertisements on the Point of Sale Rear Display. The user also has the option to determine after how many seconds the next advertisements should be displayed. The user will have click on APPLY to save the changes. LOGO AND TITLES TAB 16

17 3.5 Supervisors To view the Supervisor Information in Admin the user will have to click on Edit -> Supervisors To Change Supervisor Password The user will have to click on the SupervisorID or SupervisorName field on the grid. To change the password for this Supervisor the user will have to enter the new password in the New Password field and then retype the password in the Confirm Password field and click Apply. To Delete Supervisor To delete a Supervisor from SmartTouch the user will have to select on a particular Supervisor and then click on the Delete Button. SUPERVISOR TAB 17

18 3.6 Cashiers To view the Cashiers Information in Admin the user will have to click on Edit -> Cashiers The following information is displayed for each Cashier: Cashier ID Cashier Name Draw Number the user can enter the number of the Drawer assign to a particular Cashier. CAID (Cash in Drawer) displays the total amount of money in a particular Cashiers drawer. Voids displays total amount of money that has been voided by this cashiers. Cheque - displays total amount of money that has been paid by cheques. CARD1, 2, 3, 4 - displays total amount of money that has been paid by CARD. TOTAL - displays total amount of money after VOIDS, CHARGE AND CARD. To Change Cashier Password To change the password for a specific Cashier the user will have to click on the Change Password button. A password screen will appear prompting the user to enter the Administrator Code. Once the user has entered the Administrator Code, a screen with the Cashier s Old Password will be displayed. The user will have to enter the new password in the Enter new password field and then reenter the password in the Confirm new password field and click Apply. To Delete a Cashier To delete a Cashier from SmartCash the user will have to click on a particular Cashier and then click on the Delete Button. However if Sales Information exists for a Cashier then the user cannot delete that Cashier. 18

19 CASHIER TAB 3.7 PLU (Price Lookup) Data Displays the information for each item that will be used in SmartTouch. To view the PLU (PRICE LOOKUP) information the user will have to click on Edit -> PLU DATA The user can search for particular PLU (PRICE LOOKUP) item either by PLU or by Description. To search by PLU (PRICE LOOKUP) the user will have to select the By PLU option and then type in the PLU (PRICE LOOKUP) number in the Search field. The PLU (PRICE LOOKUP) information corresponding to that number will be displayed. To search by Description the user will have to select the By Description option and then type in the Description for the PLU (PRICE LOOKUP) in the Search field. The item information corresponding to that number will be displayed. For each PLU (PRICE LOOKUP) the following information is displayed: Barcode PLU Name 4 different price levels 19

20 Flag 1, 2 and 3 information Right Click on the Flag Number to edit any of the Flag information, a PLU Flag window will appear displaying the different flags options. Flag 1 Option: Scale Attached - This option is used if there is a scale attached directly to the Point of Sale unit. Food Stamp - Allows food stamps to be used to purchase this product. Tax Rate (1, 2, 3, 4) - Each tick will allow for different tax rates, depending on whether the item is taxable or tax exempt. Up to four different tax rates can be chosen. Flag 2 Options: Condiment Compulsory - When an item is rung up, the user will be prompted for a condiment. Q/F or Direct Multiply The Q/F button is required on the Point of Sale unit to ring up more than one item. E.g. 2X PLU The user would enter 2 QTY button and the PLU number Preset price for PLU This plu will have a preset price that will not be changed. Not ticked for weighted items. Negative Item If a plu is flagged as negative sale item, the sales quantity is a negative. This is normally used for bottle returns. Single Sale Item If an item is rung up, the sale will be finalized. It allows only one item per transaction. Flag 3 Options: Remote Printer Prints in Red - This option will make the attached kitchen printer print in RED for this department. Remote Printer (1, 2, 3, 4) The user can have more than one kitchen printer. This option specifies which printer to use for this plu. Department - the department to which the PLU belongs to. Std Cost Incl. - The standard cost of an item including VAT 20

21 PLU DATA TAB 3.8 Department DATA Displays the Department information for each department that will be used in SmartTouch. To view the department information the user will have to click on Edit > Department DATA For each Department the following information is displayed: Department Name Price if this department is a saleable department Group to which group this department belongs to HALO (High Amount Lock Out) - The maximum number of digits allowed can be specified here. E.g. if the HALO level is 04, an item cannot exceed 999. Flag 1, 2 and 3 to edit any of the Flag information the user will have to Left Click on the Flag Number, a Dept Flag window will appear displaying the different flags options. Flag 1, 2 and 3 Options are the same as PLU Data Flags. The only difference is that the Flags are now applicable to that Department. Jump to department allows a user find a department quickly by entering the number of the department. 21

22 When the user clicks on the Exit button a window will prompt the user to save the changes that have been made. DEPARTMENT DATA TAB 3.9 Viewing Journals Every transaction that is processed for a day is written to a journal. This allows the user to view a journal for a specific day to see what was cashed up in a particular transaction or to see which reports were printed. To view journals the user will have to click on View -> Journals The user will then have to select the date and click on the View button. All the transactions and reports (if any was printed) that have taken place on that specific Point of Sale unit will be displayed. 22

23 3.10 Till Communication Till communications allows the user to view journals, display the CAID (CASH IN DRAWER), and to send logos, from a central location, to all Point of Sale units in a store. The user must first setup the IP ADDRESSES for each Point of Sale units. TILL COMMUNICATIONS SETUP IP s To do this the user must click on the SETUP IP option and then click on the ADD NEW button. The user will have to enter the TILL NO (Pos No) and the IP address of each Point of Sale units and then click SAVE. 23

SETUP IP TO DISPLAY CAID (Cash in Drawer) Once the user has clicked on this option a message RETRIEVED SUCCESSFULLY will be displayed for each Point of Sale (POS) unit, indicating the information was

24 SETUP IP TO DISPLAY CAID (Cash in Drawer) Once the user has clicked on this option a message RETRIEVED SUCCESSFULLY will be displayed for each Point of Sale (POS) unit, indicating the information was successfully retrieved. In the case of an error the POS unit will return the message Connection could not be established. Once all POS information has been retrieved a grid will be displayed indicating the POS NO, CAID, NET TOTAL, QUANTITY, and AVERAGE BASKET of each POS unit. CAID (CASH IN DRAWER) 24

25 VIEW JOURNAL Allows the user to view the JOURNAL for each Point of Sale unit from a central location. The user must select the Point of Sale unit and date of the Journal the user wants to see. The user must then click VIEW, only the journal for that Point of Sale unit and date will be displayed. VIEW JOURNALS 25

26 4. Using SmartTouch Point of Sale Fig 4.1 SmartTouch Main Screen This option allows the user to select a cashier and entering their password to continue. Fig List of Available Cashiers 26

Enter the cashier s password to continue. Fig 4.1.

27 Enter the cashier s password to continue. Fig Cashier Password Once the user has chosen the cashier and entered the password the user will be taken to the sales screen (Fig 4.1.3). The Sales screen allows the user to process transactions using the cashier information previously entered. 27

Fig 4.1.3 Sales Screen Reports Screen Fig 4.1.4 Reports Screen This option allows the user to view reports.

28 Fig Sales Screen Reports Screen Fig Reports Screen This option allows the user to view reports. The user can select either option and enter in the required password to gain access to view the reports. Exit POS Allows the user to create a backup before exiting the application. 28

29 5. Main Flags: Quick Reference 02 AND 2X WEIGHTED BARCODE SETUP Refer to MAIN FLAG #43 ATTACHING SCALE Refer to MAIN FLAG 1#6 Also scale tab on edit option. CAMERA OVERLAY ENABLE Refer to MAIN FLAG 9#3 CASHIER FLAGS CASHIER X REPORTS Refer to MAIN FLAGS #50, #51, #52 CASHIER Z REPORTS Refer to MAIN FLAGS #53, #54, #55 CLEAR NRGT (NON RESET GRAND TOTAL) Refer to MAIN FLAG #10 REMOTE SALES UPDATE Refer to MAIN FLAG 1#4, 10#1 ENABLE DEBTOR FUNCTION Refer to MAIN FLAG 9#6 DEBTOR CATEGORY SELLING PRICE Debtors in different categories have different selling prices allocated to them. When these debtors purchase items, relevant category prices will be charged. (Refer to MAIN FLAG 1#2) HALO (HIGH AMOUNT LOCK OUT) Refer to MAIN FLAG #6 OPEN DRAWER Refer to MAIN FLAG #44 PRINTING AND CONFIGURING SALES REPORTS Refer to MAIN FLAG #7 and #50-#61 PRINTING Z2/Z3 SALES REPORTS Refer to MAIN FLAG #12 29

30 PRINTING TAX/NON TAX SYMBOLS ON RECEIPT Refer to MAIN FLAG #37 REMOTE UPDATE FOR SENTINEL BACKOFFICE Creates offline sales files in the specified location when a day end report (Z1) is run. The user in the Admin program sets the path. These files can be imported into Sentinel BackOffice. (Refer to MAIN FLAG 1#4) SELECTING PRINTER Refer to MAIN FLAG #2 SELECTING ROUNDING OPTIONS Refer to MAIN FLAG #8 SUPERVISOR FLAGS SUPERVISOR X REPORTS Refer to MAIN FLAGS #59, #60, #61 SUPERVISOR Z REPORTS Refer to MAIN FLAGS #56, #57, #58 SUPERVISOR PASSWORD PROTECTED FUNCTIONS : VOID FLAG 3#1 RETURN FLAG 3#2 REPORTS FLAG 3#5 PAYOUTS FLAG 3#6 VALUE DISCOUNT FLAG 3#7 % DISCOUNT FLAG 3#8 ITEM CANCEL FLAG 4#1 % SURCHARGE FLAG 4#8 DUPLICATE RECEIPT FLAG 5#6 PRICE CHECK FLAG 5#7 PRICE OVERIDE FLAG 5#8 SUPERVISOR TO START POS FLAG 13#1 SUPERVISOR TO EXIT POS FLAG 13#6 TENDER FLAGS Refer to MAIN FLAG #44 and #45 30

6. Upgrading Software to latest version Fig 6.1 SmartTouch Upgrade Files Upgrade Procedure There are ten upgrade files (SC1.exe to SC9.exe and POS.

31 6. Upgrading Software to latest version Fig 6.1 SmartTouch Upgrade Files Upgrade Procedure There are ten upgrade files (SC1.exe to SC9.exe and POS.exe) that need to be run in order to upgrade the current version of the software to the latest version. These files can be found in the SmartTouch Upgrade folder on the CD. 1. Access the folder SmartCash Upgrade on the CD.(Fig 3.1) 2. Execute ALL ten files found within this folder. These are self-extracting files and will be extracted to the default path. Please Note: If the user changed the installation path during installation, please ensure that the path is adjusted accordingly, to which the files are to be extracted. Only the main folder need be changed, and not the sub-directories. Example: C:\Program Files\SmartCash\Data is the default path for SC2.exe. If installing SmartCash in C:\SmartCash\, then the changed path is C:\SmartCash\Data. See Fig

32 Fig 6.2 SmartCash Self Extracting File 3. Once the paths are correct, click on the Unzip key. Click on the Close key to close the current screen. 4. Repeat this process for the remaining files. 5. The last step is to upgrade the database. 6. Open the folder where SmartTouch is installed. 7. Close ALL programs related to the Sentinel Suite (BackOffice...etc) 8. Double-Click on the Upgrade.exe file found within this folder. 32

33 Fig 6.3 Upgrade Program 9. Select the SmartTouch database (Pos.mdb) and then click on Continue to start the upgrade process. The upgrade program will run through the database upgrading it to the latest format. 10. Once the upgrade is completed, the program will prompt a successful upgrade. 11. Close the program. 33

CR6X CASH REGISTER QUICK START MANUAL

CR6X CASH REGISTER QUICK START MANUAL 1. KEY FUNCTIONS KEY Description Shift the key functions. Use to advance the receipt paper continuously until the key is released. [SHIFT] + [#2] to feed journal paper