Transcript
AX-150
AX-150 QUICK SET-UP GUIDE 1
AX-150 QUICK SET-UP GUIDE This guide contains all popular functions of this cash register. We have included basic programming information to get you up and running with your new AX-150. You can refer to the standard Operating Manual supplied with the AX-150 for more advanced functionality
AX-150 Features
200 Departments (8 by shift)– Programmable Alpha
5000 PLUs
High Amount Lock Outs (Assign Maximum Limit Values to a Dept)
58mm Single Station Thermal Printer
Programmable Customer Receipt Header and Trailer Message
Tax Rates
Receipt On/Off toggle with optional Receipt after sale
Electronic Journal
Management Passwords
40 named Clerks with Optional ID Password
Clerk Interrupt
Programmable Keyboard Layout
Scanning and Bar Code Learning
Foreign Currency, Negative items, Tax Rates, Zero Price Depts
Programmable Transaction Names
Display Reports
Training Mode, Training Reports & Calculator Mode
Cash Lift Alarm and Clerk Auto Store Timer
David Sales & Management PC Suite Link 2
INDEX DESCRIPTION
Page
AX-150 FEATURES & INTRODUCTION
2
INDEX
3
INSTALLING / CHANGING BATTERIES
4
INSTALLING / CHANGING TILL ROLLS
5–6
DIAGRAM FLOW FOR THIS GUIDE
7
SYSTEM RAM CLEAR
7
PROGRAMMING KEYS
8
PROGRAMMING KEYBOARD OVERLAY SHEET
9
DATE / TIME PROGRAMMING
10
DEPARTMENT PROGRAMMING
11
PLU PROGRAMMING
12
SCANNING / BARCODE LEARNING / PRICE CHANGING / PRICE CHECK
13
HIGH AMOUNT LOCK OUT
14
(HALO)
PROGRAMMING THE RECEIPT LOGO
15 – 16
VAT/TAX PROGRAMMING
16
CLERK NAMES / PASSWORDS
17
TRAINING MODE
18
ERROR CODES
19
REPORTS
20 - 21
REPORTS – ELECTRONIC JOURNAL
21
DISPLAYING REPORTS
22
DAVID SALES & MANAGEMENT SOFTWARE
23
GLOSSARY
24 - 28
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Installing/Changing the Battery Important – When replacing batteries please ensure that the cash register is connected to a power socket. This is to ensure that there is no loss of programming and sales data during the process.
Installing the batteries - The AX-150 uses 3 AA size batteries. Step 1 Lift up the receipt cover and locate the battery Compartment Battery Compartment shown here
Step 2 Remove the Battery cover as shown in the diagram Insert the new batteries.
*** Step 3
Secure the battery pack and fit the cover
Take care to locate the 2 feet into the slot.
Install the paper roll. For further information on Fitting the paper roll see page 5
IMPORTANT ensure that the Cash Register is connected to a live power socket at all times, even when the cash register is not in use. If the Cash Register is disconnected from the power supply, the back up batteries will protect the memory for 700 hours. When the batteries on your cash register need replacing it will display the following errors. “EB” = Battery low, please change your battery and “BATLO” = Battery too low, please change your batteries immediately. 4
Installing/Changing the Till Rolls Your cash register is fitted with a thermal printer which uses a 58mm paper roll. If a customer receipt is not always required, then there is a paper saving option available by pressing the
button on the keyboard (this is indicated by an LED on the display).
A receipt is available on request after the sale by depressing the
button.
Fig 1 Before installing the paper roll, be sure to do the following: Orient the paper roll so that it rotates in a counter clockwise direction, as shown above. Please Note: Thermal paper has a heat sensitive side for printing. If you install it the wrong way around, it will not print. Avoid touching the metal paper cutter when removing the paper cover, it is very Sharp. Installing the Paper Roll Step 1 Lift up the printer cover from the front as shown in the diagram
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Step 2 Drop the paper roll into the receipt compartment leave Enough paper showing so that you can tear it off wheyou have closed th
when you close the cover of the printer housing
Step 3 Close the cover firmly and tear off the excess paper. You can press the FEED button to confirm that the paper will now feed correctly.
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Diagram Explanation We have used diagrams to indicate programming procedures. P
Indicates the Control Lock and the letter describes the position of the key. Indicates a numeric button, the number inside the circle is the button
1
9 required to be pressed.
CLR
X/ TIME
Indicates the function button required to be pressed.
AX-150 SYSTEM RAM CLEAR WARNING This procedure will clear all sales data and program settings. This should be performed for the very first time the cash register is installed and only after the paper rolls have been inserted Power off by removing plug from wall socket! P
CLR (HOLD DOWN)
INSERT PLUG/ POWER ON
CLR
(RELEASE AFTER 5 SECONDS)
The message „SYSTEM CLEAR‟ will print on the receipt. The ECR‟s memory has now been cleared.
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PROGRAMMING KEYS The following page shows the programming overlay sheet. This is provided with your cash register. The following keys listed on this page will be used throughout this manual. The Enter key is used to confirm a programming option
The CLR key is used to Clear the existing programming entry that has been entered programming option The DSGN key is used to go to a particular record. e.g. DSGN 10 DSGN would jump to clerk 10 if you are programming clerks The PGDN key is used to Page down during the programming screens
The PGUP key is used to Page up during the programming screens The PRNT key is used to print programming information. For example you can print PLU programming. The ESC key is used to return to the previous screen or exit from programming
The BKSP key is used to delete the last entered text when typing characters for name entries The SP key is used to produce a space when entering text
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9
DATE &TIME SETTINGS Setting the Date
Example: YYYY/MM/DD 20110516 = 16th May 2011
Note: The option for programming the time will be displayed next. You can enter the time at this stage if required.
Setting the Time
Note: To check the time and date, Press the
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X/ TIME button in the „R‟ position.
PROGRAMMING DEPARTMENTS There are 200 programmable Departments on the AX-150. Each Department can have an alpha-numeric name up to a maximum of 16 digits including spaces. They can also have a preset price, a High amount lock out, negative value, Zero Price, tax link and a group. The following procedure shows how to program a Department with a name and a price. Use the programming overlay sheet provided with the machine or (see page 9). PROGRAMMING THE PRICE
If Dept 6 is the desired Dept to change the price
Enter the desired price, for example 1000 = £10.00
PROGRAMMING THE NAME This example will program the name of Dept 6 = COFFEE
Type in the name using the programming overlay sheet
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PROGRAMMING PLUs There are 5000 programmable Plu‟s on the AX-150. Each PLU can have an alpha-numeric name up to a maximum of 16 digits including spaces. They can also have a preset price and a barcode. If the PLU is linked to a department, it follows the departments settings e.g. Tax. The following procedure shows how to program a PLU with a name and a price. Use the programming overlay sheet provided with the machine or (see page 9). PROGRAMMING THE PRICE
If PLU 6 is the desired PLU to change the price
Enter the desired price, for example 1000 = £10.00
PROGRAMMING THE NAME This example will program the name of PLU 6 = COFFEE
Type in the name using the programming overlay sheet
LINKING THE PLU TO A DEPARTMENT
Type in the desired department number e.g. 4 and press 12
SCANNING & BARCODE LEARNING The AX150 is capable of scanning. You must ensure that the scanner has been connected to the port at the rear of the AX150. The scanner should be supplied and configured by your dealer. The AX150 has a barcode learning system which allows you to scan an item at the point of sale, enter a price and link the product to a department that is preconfigured on the keyboard.
Scan Item The AX150 will prompt you to enter the price and to press the desired department on the keyboard e.g. £1.00 Gifts The item has now been added and the transaction can be tendered
CHANGING PRICES FOR SCANNED ITEMS To change the price of a scanned item, simply do the following
Scan the Item. Press
until the current price is displayed. You
can now enter the new price and press
NOTE: Using the above procedure, you can also change Names and Dept Links. Use the Down Arrow key until the desired option is highlighted
DELETING SCANNED ITEMS / PLUs To delete a PLU
PRICE CHECK To check a price in registration mode without selling the item press and then scan the item. Scanning the item once more will sell the product 13
HALO - HIGH AMOUNT LOCK OUT You can set a maximum monetary limit that can be entered into a Department. The following example will program Department 6 to a maximum limit of 9.99
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PROGRAMMING THE RECEIPT LOGO The AX-150 has the capability of printing a logo for the header of the receipt and an additional commercial logo, which can be printed at the bottom of the receipt. Please consult the programming overlay sheet supplied with the machine or (Page 9) for reference
Receipt Logo (Header) The easiest method of programming the receipt message is to use the David AX150 Sales & Management utility. If programming manually it is advisable to plan the layout in advance. Remember to include spaces at the start and end of the text so that the TEXT is centred. Each line has a maximum of 24 characters and 12 characters for double Size letters.
Programming the message The following example demonstrates how to program 5 lines of print and to program the 1st line containing the word GELLER. You can enter any number (1 – 5). Entering „1‟ will allow one line and „5‟ will allow 5 lines of header text.
As you can see from the following example there are 18 spaces and 6 letters. This totals 24 total characters and will appear directly in the middle of the receipt. We can now program this on the 1st line of the receipt. In the example below the word GELLER is centred by using spaces so that the six letter word „GELLER‟ appears in the correct place.
1st Line Continuing from the above procedure press the
Type GELLER followed by another 9
key 9 times
keys and press
You can now repeat the process as explained in line 1 example for lines 2 - 5. Remember to plan your message before-hand and to use the programming overlay sheet for convenience. 15
Double Sized Characters If you would like double sized characters for the GELLER example use the double size key 00. This is ideal for your company name. Using the previous example for Line 1, press the 00 key before each letter. Remember to include the spaces at the start and the end of the line (Code 20) 00 Dbl
G
00 Dbl
-
- 00 E
-
Dbl
L
00
-
Dbl
- 00 L
-
DBL
- 00 E
-
DBL
R
VAT / TAX PROGRAMMING The AX-150 can have up to 4 tax rates. The following example will program Department 1 and link it to a tax rate of 20% SETTING THE TAX TYPE (A or B)
A The above example will set the tax to be inclusive.
B The above example will set the tax to be added to the sale price. SETTING THE TAX RATE
The above example will set the tax rate to 20%.
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LINKING TAX TO A DEPT The following example shows tax rate 1 being set to department 1
Press the
button until TAX 1 Selection is displayed
Press Note: To confirm tax has been programmed correctly, enter a sale of 1.00 into a taxable Department and produce a Z report. The Tax value should be 17p if tax is inclusive or 20p if tax has been added on.
CLERK NAMES & PASSWORDS Programming Secret Clerk Passwords & Names A maximum of 40 different clerk passwords can be set. It is optional that Clerks can enter their password prior to using the ECR in the „R‟ position. The Names of each clerk can also be programmed. The following example programs Clerk 1 = Tom with a password of 1234
Type in desired password EG 1234
Now type in the desired name TOM and press Please see the programming sheet for the location of the programming buttons It is also possible to set the AX150 so that the clerks Auto store after a preset period of time
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TRAINING MODE It is possible to use your cash register in training mode when training new members of staff without adding totals to your reports. You will need to configure a training password. The following example shows how to configure the training password = 1234
Enter desired password.
To access training mode
Turn the key back to the R position and sell items in training mode Exit the training mode by repeating the same process
For training reports, please see the reports section on page 20
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ERROR CODES LIST OF ERROR CODES ON THE AX-150 ERROR CODE
DESCRIPTION
E1
Incorrect key operation. Press the CLR button to cancel
E2
The amount entered is too large. Press the CLR button to cancel and try again
E3
The registration is not finished. Press CASH to finalise the transaction
E4
Password is required. Press the CLR button and register by password
E5
Clerk ID button required. Press the CLR button and enter the Clerk ID
E6
General error. Press the CLR button and try again
E7
Tender error. Press the CLR button and finalize the transaction with a method of payment
E8
ID ON/OFF has been pressed and the receipt is ineffective See Main Flag 1 bit 8
E9
Shown when you turn the control key from program mode before programming has been finalised The memory for the number of items has been exceeded. Finalise the sale
Ec Er
The report memory is full. Print the Z 1 & Z2 reports
EP2
The printer is short of paper. Please install a new paper roll
E
General error. Press the CLR button and try again
EB BAT LO
Battery low, please change your battery Battery too low. Please change your battery immediately
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REPORTS END OF DAY REPORT (Z1) At the end of the trading day, a Z report can be taken to give a breakdown of all financial transactions. Turn the key to the „Z‟ position on the control lock and select 1 for Daily or 2 for Periodic and press the CASH button Here is an example of a Z report with detailed explanations of the totals
***** Z1 REPORT ***** DEPT NAME
STATIONERY
6Q 24.00 10Q 12.00
CARDS
TOTAL INC VOIDS VOIDS AMOUNTS
NON RESET GRAND TOTAL
DEPT TOTAL & QTY
DEPT TTL
16Q 36.00
OVERALL DEPT TOTAL & QTY
GROSS NET TL
37.00 36.00
NET TOTAL, CASH, CHQ, CARD TTL
VOID
1N 1.00
CASH
36.00
RPRT CNT NRGT 6/5/2011
Z1 6 135.67
CASH TOTAL
REPORT COUNTER
10:45
Please Note: To take a Z2 report, ensure you have selected option 2 „Periodic‟ on the display screen 20
REPORTS PRINTING OTHER REPORTS There are many other reports in addition to the daily financial report. Using the table below, you can see some other reports
To Print
Lock
1 = Daily 2 = Period
PLU Sales
Clerk Sales In Drawer
Hourly
Training Report (ECR must be in training mode)
ELECTRONIC JOURNAL The AX-150 has an electronic journal which memorises every line of a transaction on the cash register. It has a memory length of 3500 lines. When the journal is full new data will overwrite the eldest. The journal is cleared when a Z full report is performed.
To delete the journal manually
Please consult your dealer
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DISPLAYING A REPORT It is possible to have the report total of your choice displayed on the ECR display. Turn the key to the X position and select the option „On Screen‟. Here are some of the reports available for display
To Display
Lock
Net total
1 Daily / 2 Period X
Cash total
X
Charge total
X
Cheque total
X
No Sales
X
RA total
X
PO total
X
Cash In Drawer
X
Card Total
X
Here is a list of other reports the AX-150 has to offer: Full Group Dept Report, Individual PLU Sales Report Individual PLU link to Dept / Full PLU Link to Dept report Individual Clerk Report / All Clerk Report Hourly Report, Training Report & Cash Declaration Report
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DAVID SALES & MANAGEMENT SOFTWARE The David Sales & Management software (Available from your dealer as an option) is a convenient and efficient method of programming and maintaining your cash register. You can program all functionality of the system and read sales data which can be viewed in a user friendly reporting format. It is also possible to read the Electronic Journal and view previous sales. You can connect a cable (supplied by your dealer) from your Pc to the cash register. Note: Communications will only work when the keylock is in the L Position
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GLOSSARY The following list describes the AX-150 general terms and explanations for the functionality of the machine DEPT
A department can be used for grouping purposes. When a product is sold, it will report under the heading of the designated department that the product is linked to i.e. Stationery. Departments are also placed on the keyboard for manual price entry. Key in the amount and press the relevant Department button
PLU PLU stands for Price Look Up. These are the actual products that are sold on the cash registers i.e. Pen, Pencil. The PLU must be linked to a Department category to function. HALO
HALO stands for High Amount Lock Out. This allows the user to program a limit for each PLU/DEPT. i.e. an amount of no more than 10.00 can be entered or sold for a designated product ENT RLS
Price Override (Rls Button) The Price Override feature allows the user to override the pre-set price of a product. The Rls key is also used to continue printing when the paper is replaced
After items have been registered, a method of payment can be selected. The amount of money given by the customer can be entered and the change given will be displayed. The totals report as cash in drawer, cheque in drawer and card in drawer. These will all add up to the net total when a report is taken.
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Each user (Clerk) can have a unique password for operating the Cash register. This is useful for security and for reporting purposes. The Clerk ID button can also be used to toggle the receipt on and off.
# / ST The #ST button has three functions (No Sale) this will open the drawer. This will open the drawer. The ST Button is for Sub Total. After registration of a few products, the Sub total button when pressed will display the total amount due and print on the receipt. The # function is for entering a non-add reference number which can be printed on the receipt.
TOTL The total button is used to display the total amount due including any add on taxes. The Total button is also used for printing a receipt after sale. X/ TIME
The X-Time button is used for multiplication and also displaying the date and time.
Example: R
2
X/ TIME
1
0
0
DEP 1
The button is also used for displaying the current date & time on the display
FC The FC button is used for tendering in a foreign currency for example the Euro. 25
RA The RA button is the function for Received on Account. An amount that is entered into the RA button as cash will increase the cash in drawer. A popular use for this function would be to pay in a float. R
Example:
1 1
0
0
RA
CASH TEND
PO The PO button is the function for Paid Out. An amount that is entered into the PO button as cash will decrease the Cash in drawer. A popular use for this function is a Float out system or to pay money out for expenses i.e. Stamps
Example:
R
1 1
CAN CEL
0
0
PO
CASH TEND
The Cancel button is used to cancel the whole current transaction. All items within the transaction will be voided automatically. Press Cancel at any point during the current transaction
EC The Error Correct button will void the last item that was registered. Press the EC button to void the last item sold within a sale.
VOID
The Void button is used for voiding any item in the current transaction.
Example:
R
VOID
1 1 26
0
0
DEPT 1
RTN The Return button is used for voiding any item that was registered in a previous transaction, e.g. when goods are returned.
Example:
R
RTN
1 1
0
0
DISC The Discount button is used to discount a whole amount from a transaction total. e..g. a 50p Coupon. enter the amount to be discounted and press the – button. The user can pre-set the – button if required.
-% The -% button is used to discount a percentage from either a single item or a sub total of multiple items. The user can pre-set the -% button if required. The +% button is used to add a percentage to either a single item or a sub total of multiple items. The user can pre-set the +% button if required.
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FLAG Flags are settings of the AX-150 and can change the way the machine works. Please do not alter these without fully understanding the consequences of your action. IMPORTANT If you are unsure please consult your dealer before making any changes.
INIT If in the unlikely event the ECR is in a “Lock up situation” i.e. not able to produce a transaction or the machine is continuously bleeping then a „Half reset‟ initialisation is required. Turn the key to the ‘P’ position on the control lock and power off the ECR for 30 Seconds. Power on the ECR and turn the key back to the ‘R’ position. The error will be cleared.
SYSTEM CLEAR
IMPORTANT
A full system clear should only be carried out after careful consideration. This procedure will completely clear all of the memory and sales data of the ECR.
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