Sam4s SPS-500 User manual

SAM4s SPS-500 Series
SAM500
Reference Manual
Version 1.0
All specifications are subject to change without notice. 2009, CRS, Inc.

CRS, Inc.
Limited Warranty and Disclaimers of Warranty
This manual has been developed by CRS, Inc. It is intended for the use of its customers and service personnel and should be read in its
entirety before attempting to install, use or program the product(s).
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Revision 2.0 - April 1, 2005

SAM500 Reference Manual V1.0 Contents i
Contents
Introduction 5
Overview ...................................................................................................................................5
Polling Features...........................................................................................................5
Program Maintenance Features...................................................................................5
Inventory Features.......................................................................................................5
Inventory Reports........................................................................................................6
Requirements...............................................................................................................6
RS-232C Interface Specifications..............................................................................................8
Installing....................................................................................................................................8
SPS-500 Required Settings........................................................................................................9
S-Mode System Options..............................................................................................9
Define Port Parameters..............................................................................................10
Starting.....................................................................................................................................11
Navigating ...............................................................................................................................12
Mouse and Keyboard.................................................................................................12
Viewing Menus and Selecting Menu Items...............................................................12
Drop-Down List Boxes..............................................................................................14
Check Boxes..............................................................................................................14
Option Buttons ..........................................................................................................14
Scrolling....................................................................................................................14
Stores 15
Overview .................................................................................................................................15
Creating a New Store...............................................................................................................16
Edit a Store ..............................................................................................................................18
Selecting the Default Store......................................................................................................19
Deleting a Store .......................................................................................................................19
Track Inventory Selection........................................................................................................20
Edit ECR Data 21
Overview .................................................................................................................................21
PLU/Inventory Maintenance 23
PLU and Status Groups............................................................................................................23
PLU Data...................................................................................................................25
Inventory ...................................................................................................................26
Barcode......................................................................................................................27
Inventory History ......................................................................................................30
Copy PLU..................................................................................................................31
Status Groups ............................................................................................................32
Edit PLU File by Grid..............................................................................................................33
PLU Price Fast Edits................................................................................................................34
Vendors Maintenance..............................................................................................................35
Add Inventory..........................................................................................................................36
Add Inventory by Item ..............................................................................................36
Add Inventory by Shelf.............................................................................................39

ii Contents SAM500 Reference Manual V1.0
Add Inventory by Vendor..........................................................................................40
Add PLU Sales ..........................................................................................................42
Repair Inventory Files..............................................................................................................43
Update Inventory from Old Poll File.......................................................................................44
PLU Stock (not part of inventory) Min PLU Stock (not part of inventory).............................45
Communications 47
Polling......................................................................................................................................48
Send Programs to ECR (Download)........................................................................................49
Receive Programs from ECR (Upload)....................................................................................50
Polling Setup File.....................................................................................................................51
Print 53
Daily Poll File..........................................................................................................................54
Create Comma Delimited File...................................................................................55
PLU File Only ...........................................................................................................56
Log File....................................................................................................................................57
Inventory Report......................................................................................................................58
PLU Range...............................................................................................................................59
Consolidated Store Report.......................................................................................................60
Not Found PLU File ................................................................................................................61
Min Level Inventory Report ....................................................................................................62
Inventory Type Report.............................................................................................................63
Cost Report..............................................................................................................................64
Minimum Inventory by Vendor...............................................................................................65
Physical Inventory By Vendor.................................................................................................66
Physical Inventory by Shelf.....................................................................................................67
PLUs by Group (Financial)......................................................................................................68
PLUS by Group (Program Info)...............................................................................................68
PLU Sales With Percentage.....................................................................................................69
Changed PLU Report...............................................................................................................70
Remove 71
Overview..................................................................................................................................71
Old Poll Files...........................................................................................................................71
Log Files (Upload, Download, Poll)........................................................................................72
Utilities 73
Overview..................................................................................................................................73
Display Memory Allocation ....................................................................................................74
Copy a Store.............................................................................................................................75
Copy PLU and Status Group Files...........................................................................................76
Pause Between Stores In Polling .............................................................................................77
Calculate Number of PLUs......................................................................................................77
Set Auto-Polling ......................................................................................................................78
After Polling ............................................................................................................................79
Set Number of Attempts in Polling..........................................................................................81
Backup Poll Data Files.............................................................................................................81
Delete Inventory History..........................................................................................................82
Reset Inventory to History.......................................................................................................83
Physical Inventory Comparison Partial Physical Inventory Comparison ...............................84
Inventory Comparison Procedure..............................................................................85
Manually Adjust Inventory......................................................................................................86

SAM500 Reference Manual V1.0 Contents iii
Convert Polled File to Comma Delimited ...............................................................................87
Import Register PLU File ........................................................................................................88
Copy PLU Price Levels ...........................................................................................................90
Design 500 Flat Keyboard/Design Generic Key Tops.............................................................91
Appendices 93
Structure of Stores ...................................................................................................................93
File Definitions........................................................................................................................94
Structure of Polling Files.........................................................................................................95
PLU Structure..........................................................................................................................97
Troubleshooting Common Problems.......................................................................................98
Hardware...................................................................................................................98
Software ....................................................................................................................98
Cabling Diagrams..................................................................................................................100
Cable Pinouts...........................................................................................................101
Inventory File Management...................................................................................................102
Inventory Products with Multiple Units of Measure..............................................................104
Master PLU Setup...................................................................................................105
Child PLU Setup .....................................................................................................106
How the Inventory Works .......................................................................................107
Export Delivery File ..............................................................................................................108
Manual Revision Record 110

SAM500 Reference Manual V1.0 Introduction 5
Introduction
Overview
SAM500 is an easy-to-use package that provides both polling and inventory control for
SAM4s SPS-500 Series users.
Polling Features
Connect directly, via telephone modems, or though IP Internet connection.
Poll reports from the station, save, display or print them at the PC.
Poll all stores, or individual stores.
Poll unattended at a predetermined times. Define reports for six different polling sessions
and poll up to six times per day.
SAM500 converts polled reports to ASCII files, ready to be used by other PC
applications.
Program Maintenance Features
Upload program files from the station to the PC.
Download program files to the station from the PC.
PLU Program screen provides information organized with tabs and uses check boxes to
select individual PLU options.
The Copy PLU function can be used to minimize setup time by copying the attributes of
one PLU to another PLU or range of PLUs.
Inventory Features
Inventory Maintenance function allows stock addition, transfers in/out and promo/waste
tracking.
Vendor Information Maintenance records basic vendor data.
In addition to ECR data for each PLU, SAM500 provides the following fields for each
PLU:
AFull Description field is provided to supplement the 16 character descriptor that is
used at the SPS-500.

6 Introduction SAM500 Reference Manual V1.0
The Vendor Product ID# is a 14-character alphanumeric field. You can locate
specific items by PLU Number Lookup, Vendor Product ID# or PLU Descriptor
Lookup.
Units Of Measure can be indicated with 4-character lot and piece descriptors. Where
large inventory units, such as cases of soft drinks, are broken down and sold in
smaller units, such as 6-packs or cans, small unit sales can be set to deduct from the
master inventory unit.
At the Minimum Inventory Level you can indicate the quantity where at item should
appear on the Minimum Inventory Level Report.
Using the Shelf Location field will facilitate physical inventory procedure. You can
print inventory worksheets sorted by shelf location.
Primary and Secondary Vendors fields allow you to maintain vendor contact
information for each inventory item.
Track inventory when multi-unit packages of food or beverage items are broken down
and sold in different units of measure. For example, stock cases, then breakdown to sell
12-packs, 6-packs and single units. This feature allows retailers to maintain the inventory
under the largest purchased unit – the “master” PLU, while pieces of the master unit sold
under different barcode numbers are also subtracted from the “master” inventory in the
appropriate quantities.
Calculates margin of profit percentage, quantity on hand, average unit cost and total cost
on hand.
Prints barcode labels.
Records purchase history and sales history for each item.
Inventory Reports
The Minimum Inventory Level Report lists PLUs where the inventory on hand level is
less than the minimum inventory level.
The Cost Report extends the value of current inventory and calculates the profit margin
percentage based upon the current selling price.
The Physical Inventory By Shelf report provides a worksheet for a physical inventory,
organized by shelf number, PLU # or Shelf Descriptor and provides the expected
inventory level.
Sales History Reports and Purchase History Reports can be printed by date range.
Requirements
To use this utility, you must have:
Pentium 100 or faster CPU.
32 MB RAM.
150 MB minimum hard disk space available.
Dedicated serial port (RS-232C).
CD ROM drive.

SAM500 Reference Manual V1.0 Introduction 7
VGA or SVGA display.
Windows 98 or above operating system.
Screen resolution of 800 x 600 pixels.
US RoboticsV.92 56K External Modems are recommended for remote connection by
modem (for both PC and ECR sites) or Internet connection for IP polling.

8 Introduction SAM500 Reference Manual V1.0
RS-232C Interface Specifications
Communications Specifications
Asynchronous Operation
Communication Mode Half Duplex
Baud Rate Selectable up to 57,600
Signal Level RS-232C
Character Bits 8
Parity Bits None
Stop Bits 1
Error Detection Data sum check
Installing
Notes:
SAM Polling software requires a LPT or USB software key to be installed on the PC running
the software to access all of the polling and programming features. Software can be installed
on a PC without the key, but it can be used only for program saving/loading.
The connection from the ECR to your PC requires a serial port on the PC. See “Cabling
Diagrams” on page 100 for more information on cables and connections.
1. Load the SAM500 program CD into your CD drive.
2. From the Windows Desktop, double click the My Computer icon.
3. Select your CD ROM drive (usually drive "D".)
4. Choose Setup. The Welcome dialog displays.
5. Click Next. The Ready to Install dialog displays.
6. Click Next. The Install Directory dialog displays.
7. Click Next. The Select Shortcut Folder dialog displays.
8. Click Next. When all files are copied, the Finished dialog displays.
9. Click Finish.
10. Next, the HSAP SRM loads the driver for the software key.
11. When the driver installation is complete, the Aladdin HASP SRM dialog displays.
12. Click OK.
13. Remove the CD ROM. Your installation is complete.

SAM500 Reference Manual V1.0 Introduction 9
SPS-500 Required Settings
To run the software you must make the following settings:
S-Mode System Options
1. Select SYSTEM OPTIONS from the S-MODE MENU.
2. Set options 1-4 with the appropriate values, note that the store # must match the store
number set in SAM500 store settings.
3. Touch OK to exit.

10 Introduction SAM500 Reference Manual V1.0
Define Port Parameters
Use the Serial Port Device Selections program to assign ‘Polling” status to the appropriate
serial port.
1. Select DEFINE PORT from the S-MODE MENU.
2. Touch the port currently selected at the PORT # field to select the port you wish to view
or edit.
3. Touch the device currently selected at the DEVICE field to select POLLING.
4. Verify that the BAUD rate matches the SAM500 store setting (the highest recommended
setting is 57,600; 115,200 BAUD is available but not recommended), that parity is set to
‘NONE’, data bits is set to ‘8’ and stop bits is set to ‘1’
5. Touch OK to save settings and return to the S-MODE MENU.

SAM500 Reference Manual V1.0 Introduction 11
Starting
Note: The software key must be installed on the USB port for SAM500 to access all of
the features of SAM500. Without the software key installed, only program save/load
features can be accessed.
1. Click the Start button, click Programs, click SAM500 and then click SAM500.exe.
2. The SAM500 main screen displays.
YOU MUST DO THIS FIRST!
Before you can attempt communications or editing, you must create at least one
store. Refer to "Creating a New Store" on page 16.
After creating a store, you must Receive (Upload) information from the ECR.
Refer to "Receive Programs from ECR (Upload)" on page 50.

12 Introduction SAM500 Reference Manual V1.0
Navigating
Mouse and Keyboard
You can choose a menu, menu item, or a command by clicking on it with your mouse. (As
an alternative to using your mouse, you can navigate by typing the shortcut keys on the
keyboard.)
Viewing Menus and Selecting Menu Items
1. Point at a menu item with your mouse, or type the shortcut key to display menu choices.
2. Point at your choice on the menu and click the left mouse button, or type the shortcut key
to select an item from the menu.
Menu Item
Menu Choices

SAM500 Reference Manual V1.0 Introduction 13
Cascading Menus
1. The arrow indicates additional choices cascade from the first menu.
2. Move the mouse pointer in the direction of the arrow to display additional choices.
Arrow
Cascading Menu

14 Introduction SAM500 Reference Manual V1.0
Drop-Down List Boxes
Click on the arrow in the box to open the drop-down list box and display a list of choices.
Click on an item to select it. (If all the choices are not in view, scroll bars are provided.)
Check Boxes
Click on a check box to make a selection. Click the check box again to deselect the item
Option Buttons
Click on one of the option buttons (also called radio buttons) to make a selection. Your
previous selection pops up when a new selection is made.
Scrolling
Move the scroll box to select the item you wish to work with. Drag the scroll box or
click the scroll arrows to find your selection.
Click here

SAM500 Reference Manual V1.0 Stores 15
Stores
Overview
Choose Stores to Edit, Create New or Delete stores from SAM500. A store must be created
before any communications or editing can take place.
NOTE: The Track Inventory Selection control is also located on the Stores menu. This
option controls whether PLUs can be uploaded from the ECR. If you are using the inventory
management feature of SAM500, you must manage inventory at the PC and PLUs should be
uploaded only at the time of installation.

16 Stores SAM500 Reference Manual V1.0
Creating a New Store
1. Choose Create New from the Store menu to create a store. You can create up to 255
stores. The Create New Store dialog displays.
2. Select your connection type: Direct, Dial Out Modem, or Internet. The New Store
dialog will display with the fields appropriate to the connection type you have selected:
Direct
Connection
Options

SAM500 Reference Manual V1.0 Stores 17
3. Complete the Create New Store dialog using the reference information in the table below.
Note that options differ depending upon the connection type selected.
Field Name Required /Optional Description/Instructions
Name Display
Only The store name displays.
Store# R Enter up to a 6-digit number that is the same number that
you used when you programmed the store# at the register.
If store numbers do not match, you will not be able to
communicate with the register.
From/To
IRC Range R Enter the IRC range of registers from 1-32. If the register
is standalone, use from 1to 1.
Connection
Type R Choose Direct, Dial Out Modem, or Internet
Modem
Phone# O Enter the Phone number preceded by the letter Tor Ponly
if you intend to communicate with the register by modem.
The Tis for TONE and the Pis for PULSE. If you
communicate direct, leave this field blank.
Dial Out
Modem
Connection
Options
Internet
Connection
Options

18 Stores SAM500 Reference Manual V1.0
Field Name Required /Optional Description/Instructions
Modem Time
Out Value R Unless otherwise indicated, the default value of 99 will be
entered automatically when the store is created.
Modem Initial
String O Ignore this field unless attempting to use a modem other
than the recommended US Robotics modem. (This field is
to allow you to enter any initialization required for your
modem for polling or communications. Do not add the
command prefix “AT” in this string. Do not put into this
string any E, Q or V values. The software automatically
handles these values.)
IP Address or
IP Name O If connection is Internet, enter IP address or IP name.
Port# That
ECR Listens
On
O If connection is Internet, enter the port the router listens
on. (Default is 5000)
Use PC COM
Port# (1-32) R Enter the PC serial port (COM1- COM32) that you are
using for communications.
BAUD Rate R Select the data transmission rate that matches the BAUD
setting in the “Define Serial Port Parameters” S-Mode
program at the SPS-500.
Download
PLUs After
Polling
O Enter Y if you wish to download changed PLUs in a
polling session. When the session is finished polling, the
program will download any changed PLUs.
Deactivate
This Store O Select the Deactivate This Store check box if you wish the
store to be inactive.
Download
Programs Only
to Register #1
O If checked, program downloads will communicate only to
the SPS-500 in an IRC configuration that is connecting to
SAM500. If not checked, programs will be downloaded to
all SPS-500’s in an IRC network.
3. Click Exit to save store information.
Edit a Store
1. Choose Edit from the Stores menu to edit a store. The Edit Store Information dialog
displays with the fields appropriate to the connection type selected.
2. Complete the Edit Store Information dialog according to the table to the preceding pages.
3. Click Exit to save store information.