Sam4s ER-900 Series Setup guide

SAM4s ER-900 Series
Training Guide
Program Creation & Exercises
Ver 1.1
CRS, Inc.
All specifications are subject to change without notice 2012 CRS, Inc.

ER-900 Series Training Guide i
Contents
ER-900 Series Training Guide 3
Equipment Preparation & Program Creation Sequence 3
Unbox & Prepare 4
Install Card Reader 5
RAM Clear 6
Update Firmware 7
ER-900 Series Demo Programs 8
Small QSR: Casa Lupita 8
Small Bar/Tavern 9
Convenience Liquor Program 10
Developing the Program 11
ECR & Merchant Terms 12
How your merchant’s sales are tracked and organized? 12
What does “Inventory” mean? 12
Type of Discounts and Coupons 12
Other Terms to Know… 12
What’s Next? 12
Sample 20 Question Survey for Small QSR Application 13
Sample 20 Question Survey for Retail Applications 14
The Hooks Eatery Keyboard layout 15
PLU Program Worksheet 16
Group Program Worksheet 17
Payment Keys 17
Coupon and Discount Functions 18
Clerks 18
General Security Options and Function Options 19
Electronic Journal Options 19
Tax Tables 19
Messages 19

ii ER-900 Series Training Guide
Enter Programs via Keyboard 20
Memory Allocation 20
Function Key Assignment 21
Function Key Assignment 22
NLU Program 23
Tax Program --Florida State Tax (6.75%Tax Table) 25
PLU Program 26
PLU Descriptor Program 29
System Options 31
Print Options 32
Function Key Options 33
Group Program 36
Preamble/Postamble 37
Test & Debug 38
Save Program to SD 38
Managing ER-900 DataUsing the ER-900 PC Utility 39
Using the ER-900 PC Utility 40
Edit PLU Screen 40
Edit PLU Screen 41
Edit System & Print Options 42
Preparing & Loading Receipt Images 43
Use Microsoft Paint & PC Utility 43
Use Microsoft Paint & PC Utility 44
Keyboard Layouts 45

ER-900 Series Training Guide 3
ER-900 Series Training Guide
Equipment Preparation & Program Creation Sequence
1. Unbox & Prepare for Use
2. RAM Clear & Verify Firmware Version
3. Complete Software Upgrade to latest Available Version by SD Card
4. ER-900 Series Demo Programs
5. Complete Merchant Survey
6. Design Keyboard Layout
7. Fill Program Worksheets
8. Key Enter ER-900 Program:
a. Memory Allocation
b. Function Key Assignment Program
c. NLU Program
d. Tax Program
e. PLU Program
i. PLU Status
ii. PLU Group
iii. PLU Price HALO
iv. PLU Descriptor
f. System Option Program
g. Print Option Program
h. Function Key Options
i. Clerk Program
j. Group Program
k. Message Program
9. Using the PC Utility
10. Prepare & Download Graphic

4 ER-900 Series Training Guide
Keyboards
ER-920/ER-940 Flat spill-
resistant 150 position keyboard
ER-925/ER-945: Raised
keyboard with 21 PLU keys
expandable to a maximum of 63
PLU key locations
Standard Customer
Rear Display
Unbox & Prepare
1. Load Paper (see manual: page 22.)
2. Remove Power Switch Security Cove.r
Operator Display
Adjustable 8-line, 32-character
Backlit Liquid Crystal Display
Printer(s)
ER-920/ER-925: 58mm Receipt Printer
ER-940/ER-945: 58mm Receipt and
Journal Printers
Cash Drawer
Sturdy Metal Cash
Drawer with
removable 5 Bill/5
7-Position Control Lock
Power On/Off Switch
Optional Card Reader
Power Switch Cover Options
Use pointed object to toggle on/off
Pop-out to remove switch cover
Insert shows optional full switch
cover provided with accessories

ER-900 Series Training Guide 5
Install Card Reader
Reference
Service Manual

6 ER-900 Series Training Guide
RAM Clear
1. Manual page 26

ER-900 Series Training Guide 7
Update Firmware
1- Manual page 109.
2- Copy NEWNET.bin to: SD:/update/
3- S Mode/Powerup “1”
4- Few Seconds…Rapid Flash….Power off
5- S Mode/Powerup “2”
6- Minute…Rapid Flash….Power off
7- Confirm Firmware… S Mode/50-SUBTOTAL

8 ER-900 Series Training Guide
ER-900 Series Demo
Programs
Small QSR: Casa Lupita
Load Program
1. See Manual page 137
Program Store Name: P Mode/30
SUBTOTAL/30 X/TIME/
Type
“CASA0000”/SUBTL/CASH
2. Insert pre-loaded SD
3. S Mode/110 Subtotal
4. Insert CASA key template
5. Ready to Demo.
Operate Register
1. 1 CLERK (log on); 0 CLERK (log off)
2. TRANSACTIONS
a. TACO/CASH or TACO/PRESET
TENDER
b. TACO/CHARGE
c. TACO/10% SENIOR/CASH
3. REPORTS
a. Z Mode/1 SUBTOTAL (Financial Report)
b. Z Mode/3 SUBTOTAL (PLU Report)
1 Taco Combo Cheese
Quesadilla Taco Taco Tuesday $1.00 Guac 2.00 Guac FEED JOURNAL
FEED ERROR CORR VOID CLERK
2 Taco
Combo Meat Quesadilla Steak / Fajita Taco Chips & Salsa 10%
Senior RA PO #/NS RETURN
3 Taco
Combo Chimichanga Veggie Taco Tortilla Soup Open
% CANCEL
2 Cheese Ench
& 1 Taco Smothered Burrito Taco Salad Jarritos Rice Beans Open
$
3 Cheese
Enchilada Burrito Tamales Sodas ADD
CHECK TAX 1 CONV 1
Meat Enchilada
Red Steak / Fajita Burrito Nachos Mexican Coke $5.00 CLEAR PLU X/TIME
C
A
S
H
Meat Enchilada
Green Veggie Burrito Torta Bottled Water $10.00 7 8 9
Chile
Rellano Veggie / Fajita Burrito House Specialties Sopapillas
$20.00 4 5 6
C
H
A
R
G
E
Homemade
Flan Cookies
$50.00 1 2 3 SUBTL
Bean & Cheese
Burrito Super Nachos Sides & Extras Misc $100.00 0 00 . CASH

ER-900 Series Training Guide 9
Small Bar/Tavern
Load Program
1. Program Store Name: P Mode/30
SUBTOTAL/30 X/TIME/Type
“BAR00000”/SUBTL/CASH
2. Insert pre-loaded SD
3. S Mode/110 Subtotal
4. Insert BAR key template
5. Ready to Demo.
Operate Register
1. 1 CLERK (log on); 0 CLERK (log off)
2. TRANSACTIONS
a. BEER/CASH
b. BEER/GARLIC BREAD/CASH
c. CASH (prints requisition)
d. 1 CHECK#/11 TABLE# (new check
opens)
e. BEER/SERVICE (guest check prints)
f. 1 CHECK#/11 TABLE# (check recalled)
g. BEER/SERVICE (second round-updated
check prints)
h. 1 CHECK#/11 TABLE# (check recalled)
i. SUBTL/ add tip press TIP/CHARGE
(check is paid)
j. 2 CHECK#/12 TABLE#
k. STEAK/MEDIUM/BAKED/FRENCH
CHICKEN/RICE/1000 ISLAND
BEER/GLASS WINE
SERVICE
l. CASH (prints requisition)
STEAK CHICKEN WHISKEY SCOTCH VODKA DOMESTIC
BEER FEED JOURNAL
FEED ERROR CORR VOID CLERK
RARE TEQUILA RUM SCHNAP IMPORTED
BEER %1 RA PO #/NS RETURN
MED
RARE GIN BRANDY CORDIAL TAP GLASS %2 TAKE
OUT EAT IN DRIVE THRU CANCEL
MEDIUM SOUR WATER 7 UP TAP
PITCHER %3 CHECK
# SERVICE TABLE
# PRINT CHECK
MED
WELL GINGER ALE TONIC SODA BOTTLE WINE %4 ADD
CHECK TAX 1 CONV 1 CHARGE 3
WELL COKE DIET
COKE GLASS WINE MACRO
1 CLEAR PLU X/TIME
CHARGE
2
GARLIC
MASH BAKED POTATO OPEN LIQUOR MACRO
2 7 8 9 CHARGE 1
FRENCH
FRIES RICE
MACRO
3 4 5 6 CHECK
FRENCH 1000
ISLAND
TIP MACRO
4 1 2 3 SUBTL
ITALIAN RANCH GARLIC
BREAD MACRO
5 0 00 . CASH

10 ER-900 Series Training Guide
Convenience Liquor Program
Load Program
1. Program Store Name: P Mode/30
SUBTOTAL/30 X/TIME/Type
“GROCERY0”/SUBTL/CASH
2. Insert pre-loaded SD
3. S Mode/110 Subtotal
4. Insert GROCERY key template
5. Ready to Demo.
Operate Register
1. 1 CLERK (log on); 0 CLERK (log off)
2. TRANSACTIONS
a. SCAN ITEM (use item in file)
b. SCAN ITEM (not in file)
c. 1 (save)
d. Enter price/X/TIME
e. GROCERY (copy PLU)
f. CASH (finalizes sale)
3. REPORTS
a. X Mode/15 SUBTOTAL (Not Found PLU
Report)
GROCERY REGULAR
GAS FEED JOURNAL
FEED ERROR CORR VOID CLERK
GROCERY
TAXABLE PREMIUM GAS % 1 RA PO #/NS RETURN
CANDY BAKERY DIESEL %2 TAKE
OUT EAT IN DRIVE THRU CANCEL
CHIPS FRUIT OIL AUTO %3 CHECK
# SERVICE TABLE
# PRINT CHECK
FROZEN PRODUCE
%4 ADD
CHECK TAX 1 CONV 1 CHARGE 3
MEAT
MACRO
1 CLEAR PLU X/TIME
CHARGE
2
DELI BEER MACRO
2 7 8 9 CHARGE 1
COOKIE LIQUOR MACRO
3 4 5 6 CHECK
WINE MACRO
4 1 2 3 SUBTL
FOOD
STAMP
SUBT
FOOD
STAMP
TEND CIG PACK MACRO
5 0 00 . CASH

ER-900 Series Training Guide 11
Developing the Program
On the right is a facsimile of a menu from an actual lake-side restaurant in
Minnesota. The training exercise you will complete will develop an ER-900 Series
program for the items on this menu.
This restaurant provides quick service or fast casual style of service. Orders are
registered as they are taken a t the counter. Payment is made immediately. The
application is quite simple. In real life, a requisition system might benefit the
merchant, such as using a second copy of the receipt, a receipt requisition, or a
kitchen printer ticket to match the food order to the customer
The style of service and the size of the establishment make this restaurant an “ideal”
ECR prospect.
The programmer will evaluate the menu before beginning, taking care to determine:
How manu items are sold? Do they fit easily on the Keyboard?
Are there logical “groups” of items?
Are there different Breakfast/Lunch/Dinner menus? Does it make sense to use
the keyboard level feature of the ER-900?
Are there different sizes of items? Does it make sense to use small, medium
and/or large modifier keys so that the keyboard can accommodate more items or
so that order entry is more intuitive?
After evaluating the menu, the programmer will use a survey or questionnaire such
ans the examples that follow to deterimine which ECR features will be deployed and
how the ECR will be programmed.
Before launching into the program, we should take a brief detour to discuss ECR
terminology…

12 ER-900 Series Training Guide ECR & Merchant Terms It is useful to clear up any potentially confusing terminology issues you may encounter as you talk with your merchant. For example, as you gain experience with the ER-900, you will be using the term “PLU” frequently. If your customer provides food service, they simply refer to “menu items” or if they are already using a cash register, they may call items “preset keys”. Depending upon the type of merchant and their experiences, they may use different terminology. The companion booklet to this training exercise is called “Selling SAM4s Electronic Cash Registers Successfully”. The first ten pages of the booklet provide considerable background information about the ECR market. Beginning at page 11, the ECR Tutorial will introduce, define and explain ECR hardware and software features and options. If you have not already done so, now is a good time to read this material. You will need to think about many of the following ideas before you start programming… How your merchant’s sales are tracked and organized? By Item? Terms you may hear:
PLU—Price Look Up or Product Look Up SKU—Stock Keeping Unit Preset—Unique Key on Keyboard that represents a unique item Menu Levels & Price Levels—Lunch/Dinner or Small/Medium/Large
By Category?
Department—Old-Fashioned Cash Register Term for Open Entry Key Open PLU—ECR equivalent to Department Key Sub-Department—Term for tiers of items within a department Group and/or Sub-Group—Subtotals of selected items
What does “Inventory” mean?
Low Expectation: A count of every item sold High Expectation: A Computerized System that generates Purchase Orders
Type of Discounts and Coupons Percentage Off—By item or entire sale Vendor Coupon—Equivalent to Payment Method Store Coupon—Equivalent to discount on item Mix & Match—Buy one and get one free? Other Terms to Know… Received on Account & Paid Out—Records Pickups & Loans Eat In/Take Out/Drive Thru—Categorize Sales adjust Sales Taxes Charge Posting—Legacy Functions for House Account Management Check Tracking—Suspending Sales for Payment Later What’s Next? SAM4s ECRs provide considerable capacity and much programmability. It is not practical to attempt deploy every feature available. Programmers are best advised to keep applications as simple as possible (which minimizes the time investment) and suggest features and processes only when needed to “close the deal”. Two suggested surveys follow. They attempt to determine which popular features are needed. As you gain experience in selling, programming & installing SAM4s ECRs, you will decide what works well for you and your merchant clients. This experience will help you develop a survey that works for you. After completing the QSR survey, continue by designing a keyboard and filling the program worksheets provided.

Sample 20 Question Survey for Small QSR Application
1. Get the menu (for Keyboard Programming, Item Names and Prices)
a. Is there a need for Small/Medium/Large sizes? b. Is there a need for Breakfast/Lunch/Diner menus?
2. Are there logical groups of items that need to be reported, i.e. drink, sandwiches, hot food,
desserts, ice cream, etc. (Identify for programming PLUs)
3. State Local Tax Information (Percentage/Rate/Taxability Rules) 4. Type of sales, i.e. Eat In, Take Out, Drive Thru (check tax rules) 5. Payment Methods?
a. Cash b. Check c. Charge d. Electronic: Credit/Debit/Gift (EBT not available)
6. Clerks or Operators
a. Only one needed? If Multiple… how many, need names b. Change at shifts? c. Change for each transaction?
7. Types of Voids, Corrections, etc. that will be used
a. Error Correct (last item) b. Previous Item Void c. Returns d. Cancel Transaction e. Void Key lock
8. Manager Control on above? 9. Receipt always or on demand? 10. Text message on receipt (top and/or bottom)? 11. Bitmap Logo on receipt (top and/or bottom)? Possible a coupon? 12. Enforced Closed Drawer and/or Open Drawer Alarm (System Option #4) 13. Use Electronic Journal? 14. Enforced Cash Tender? 15. Use Preset Tenders? What Denominations? 16. Are there item discounts or coupons? 17. Are there sale discounts (i.e. Senior)? 18. Requisitions:
a. Kitchen Printer? b. Receipt Requisition/
19. What reports are needed and when? (Attach any check out forms used)
a. Financial-balance the till b. PLU (item sales) c. Other: Clerk, Group, Time, Day
20. Any Peripherals?
a. Coin Dispenser, Scale, Kitchen Printer, PC

14 ER-900 Series Training Guide Sample 20 Question Survey for Retail Applications
1. Review Merchandise sold: Are there logical categories of items that need to be recorded into
open PLUs?
2. Review Merchandise sold: Are there individual items that need to be priced and tracked? i.e.
PLUs, SKUs or Barcodes?
3. If individual items are tracked, how many items? If individual items are tracked, what is the
strategy for programming?
4. If “Inventory” is desired, what does this mean?
a. The merchant wishes to report sales levels for each item? (GO) b. The merchant wishes computerized inventory control where vendors and purchase
orders are tracked (CAUTION/STOP)
5. State Local Tax Information (Percentage/Rate/Taxability Rules) 6. Payment Methods?
a. Cash b. Check c. Charge d. Electronic: Credit/Debit/Gift (EBT not available)
7. Clerks or Operators
a. Only one needed? If Multiple… how many, need names b. Change at shifts? c. Change for each transaction?
8. Types of Voids, Corrections, etc. that will be used
a. Error Correct (last item) b. Previous Item Void c. Returns d. Cancel Transaction e. Void Key lock
9. Manager Control on above? 10. Receipt always or on demand? 11. Text message on receipt (top and/or bottom)? 12. Bitmap Logo on receipt (top and/or bottom)? Possible a coupon? 13. Enforced Closed Drawer and/or Open Drawer Alarm (System Option #4) 14. Use Electronic Journal? 15. Enforced Cash Tender? 16. Use Preset Tenders? What Denominations? 17. Are there item discounts or coupons? 18. Are there sale discounts (i.e. Senior)? 19. What reports are needed and when? (Attach any check out forms used)
a. Financial-balance the till b. PLU (item sales) c. Other: Clerk, Group, Time, Day
20. Any Peripherals?
a. Coin Dispenser, Scale, Kitchen Printer, PC

ER-900 Series Training Guide 15
The Hooks Eatery Keyboard layout
Full Rack
Ribs Ham Sandwich Junior Cone Sundae 1 Scoop Cup Root Beer FEED JOURNAL
FEED ERROR CORR VOID CLERK
Half Rack
Ribs Roast
Beef
Sandwich Single Single
Waffle Sundae 2 Scoop Quart
Root
Beer %1 RA PO #/NS RETURN
Pulled
Pork
Sandwich Turkey
Sandwich Double Double Waffle Sundae 3 Scoop ½ Gal
Root
Beer %2 TAKE
OUT EAT IN DRIVE THRU CANCEL
Bob’s
Beans Hot Panini
Single
Dish Turtle Sundae Root
Beer
Freezie %3 CHECK
# SERVICE TABLE
# PRINT CHECK
Slaw Wrap
Sandwich
Double
Dish LG Turtle Sundae Root
Beer
Float %4 ADD
CHECK TAX 1 CONV
1 CHARGE 3
Chicago
Style Dog
Triple
Dish Pint
MACRO
1 CLEAR PLU X/TIME
CHARGE
2
Hot Dog Shake/
Malt Quart
MACRO
2 7 8 9 CHARGE 1
Dirty
Chips
Single
Waffle
MACRO
3 4 5 6 CHECK
MACRO
4 1 2 3 SUBTL
GIFT
SHOP MACRO
5 0 00 . CASH

16 ER-900 Series Training Guide PLU Program Worksheet About PLU Numbers & Numbering Systems: The default keyboard of the ER-920/940 (flat keyboard models) provides 100 default PLU key locations, numbered from #1 to #100. If you use the default numbering scheme, you will find that the PLU report lists the items in numerical order, from 1 to 100, which may be inconvenient to the merchant, particularly if sizes (small, medium, large) are deployed. Note that the programmer for this exercise chose to use assign different PLU numbers to each key location (through NLU programming) and keep like items in the same sequence. This will make reports more logical and readable for the merchant. Taxable
PLU # Key Label Print Descriptor
12 Character Preset
Y/N Preset
Price Open
Y/N Maximum
Entry 1 2 3 4
Assign to
Group #
10000 Full Rack
Ribs FULL RACK Y 19.95 N Y 1
10100 Half Rack
Ribs HALF RACK Y 12.95 N Y 1
10200 Pulled Pork
Sandwich PULLED PORK Y 7.95 N Y 1
10300 Bob’s Beans BOB’S BEANS Y 2.50 N Y 1 10400 Slaw SLAW Y 2.50 N Y 1 20000 Ham
Sandwich HAM SAND Y 5.95 N Y 2
20100 Roast Beef
Sandwich ROAST BEEF Y 5.95 N Y 2
20200 Turkey
Sandwich TURKEY SAND Y 5.95 N Y 2
20300 Hot Panini HOT PANINI Y 5.95 N Y 2 20400 Wrap
Sandwich WRAP SAND Y 5.95 N Y 2
20500 Chicago Style
Dog CHICAGO DOG Y 5.95 N Y 2
20600 Hot Dog HOT DOG Y 3.00 N Y 2 20700 Dirty Chips DIRTY CHIPS Y 1.75 N Y 2 30000 Cone 30001 Junior JUNIOR CONE Y 1.75 N Y 3 30002 Single SINGLE CONE Y 2.25 N Y 3 30003 Double DOUBLE CONE Y 3.25 N Y 3 30400 Single Waffle SGLE WAFFLE Y 3.05 N Y 3 30500 Double
Waffle DBL WAFFLE Y 4.05 N Y 3
30600 Single Dish SINGLE DISH Y 1.75 N Y 3 30700 Double Dish DOUBLE DISH Y 2.25 N Y 3 30800 Triple Dish TRIPLE DISH Y 4.25 N Y 3 30900 Shake/Malt SHAKE/MALT Y 4.35 N Y 3 31000 Sundae1
Scoop SUNDAE 1-SCP Y 3.20 N Y 3
31100 Sundae
2 Scoop SUNDAE 2-SCP Y 4.20 N Y 3
31200 Sundae
3 Scoop SUNDAE 3-SCP Y 5.20 N Y 3
31300 Turtle
Sundae TRTLE SUNDAE Y 3.75 N Y 3
31400 LG Turtle
Sundae LG TURTLE Y 4.75 N Y 3
31500 Pint PINT Y 3.75 N Y 3 31600 Quart QUART Y 6.75 N Y 3 40000 Cup Root
Beer CUP ROOT BR Y 1.75 N Y 4
40100 Quart
Root Beer QUART RT BR Y 3.75 N Y 4
40200 ½ Gal
Root Beer ½ GAL RT BR Y 6.00 N Y 4
40300 Root Beer
Freezie RT BR FREEZE Y 4.35 N Y 4
40400 Root Beer
Float RT BR FLOAT Y 3.20 N Y 4
50000 GIFT SHOP GIFT SHOP N Y 100.00 Y 5
Make additional copies of this sheet as needed.

Group Program Worksheet Group # Print Descriptor
(12 Characters)
1 BBQ 2 Sandwiches 3 Ice Cream 4 Root Beer 5 Gift Shop 6 7 8 9
10 11 12 13 14 15
Payment Keys Cash Key Option: Force the operator to enter the amount tendered? Yes No Check Key Options: Force the operator to enter the amount tendered? Yes No Check over-tenders must take place with the manager key in the X key lock position? Yes No Charge/Credit Function Options: Charge/ Credit Descriptor
(8 character maximum)
Maximum Charge Amount
Open Cash Drawer? Default Yes
Allow Overtender? Default No
Allow Undertender ? Default No
1 Visa/MC 100.00 Yes No Yes 2 3 4 5 6 7 8

18 ER-900 Series Training Guide Coupon and Discount Functions You can use up to 5 functions for discounts and coupons. Coupons are entered as amounts; discounts are calculated by percentage. Coupon Functions: Key Label/
Descriptor Preset
Amount or Enter Amount to
a max of Apply to:
Item or Sale Charge tax on:
Net or Gross Allow by:
Mgr or Operator
$1.00 Off Preset Item Sale Net Gross Mgr Operator Item Sale Net Gross Mgr Operator Item Sale Net Gross Mgr Operator Item Sale Net Gross Mgr Operator Item Sale Net Gross Mgr Operator Discount Functions: Key Label/
Descriptor Preset
percentage or Enter % to a
max of Apply to:
Item or Sale Charge tax on:
Net or Gross Allow by:
Mgr or Operator
Senior Disc Percent 10 Item Sale Net Gross Mgr Operator Item or Sale Net Gross Mgr Operator Item or Sale Net Gross Mgr Operator Item or Sale Net Gross Mgr Operator Item or Sale Net Gross Mgr Operator Note about Tax Calculation on Coupons and Discounts: If an item taxable at 6% normally sells for $10 and a $1 coupon is applied you can select when the tax is calculated. If you choose tax on gross, the tax would be $0.60 in this example; if you choose tax on net, the tax would be $0.54 in this
example. Typically coupons issued by a store reduce the taxable amount and you would choose the “net” tax option. Typically coupons issued by a vendor are considered a form of payment and you would choose the “gross” tax option.
Clerks Standard memory provides for 10 clerks/operators and time clock functions. Clerk Sign on Option: Require each clerk to sign on at the beginning of each transaction? (If No, then the clerk can operate multiple transactions after signing on) Yes No Clerk # Descriptor
(12 character clerk name)
Clerk security code (Code used to sign on. Can be one to ten digits)
1 The Boss 1234 2 Fred 2345 3 4 5 6 7 8 9
10