Sharp UP-3500 User manual

POS TERMINAL
INSTRUCTION MANUAL
UP-3500
MODEL
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FCC Regulations state that any unauthorized changes or modifications to
this equipment not expressly approved by the manufacturer could void
the user s authority to operate this equipment.
Note: This equipment has been tested and found to comply with the
limits for a Class A digital device, pursuant to Part 15 of the FCC Rules.
These limits are designed to provide reasonable protection against harm-
ful interference when the equipment is operated in a commercial environ-
ment.
This equipment generates, uses, and can radiate radio frequency energy
and, if not installed and used in accordance with the instruction manual,
may cause harmful interference to radio communications. Operation of
this equipment in a residential area is likely to cause harmful interference,
in which case the user will be required to correct the interference at
their own expense.
WARNING
CAUTION
The AC power socket-outlet should be installed near the equipment
and should be easily accessible.
Please record below the model number and serial number for easy
reference in case of loss or theft. These numbers are located on the
bottom of the unit. Space is provided for further pertinent data.
Model Number
Serial Number
Date of Purchase
Place of Purchase
FOR YOUR RECORDS
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1
INTRODUCTION
Thank you very much for your purchase of the SHARP POS Terminal Model UP-3500. Please read this
Manual carefully before operating your machine in order to gain full understanding of functions and
features.
Please keep this manual for future reference. It will help you if you encounter operational problems.
IMPORTANT
•Install this terminal in a location that is not subject to direct radiation, unusual temperature
changes, and high humidity or exposure to water or other liquids.
Installation in such locations could cause damage to the cabinet and the electronic components.
•Do not drop this terminal nor subject it to any strong shock.
This may cause damage to the terminal.
•Do not apply excessive pressure to the display. Do not use a sharp-pointed object on the
display.
This may cause damage to the LCD display.
•When cleaning this terminal, use a dry, soft cloth. Never use solvents, such as benzine or
thinner.
The use of such chemicals will lead to discoloration or deterioration of the cabinet.
•The terminal plugs into any standard wall outlet (120V ± 10% AC) with a dedicated earth-ground.
Other electrical devices on the same electrical circuit could cause the terminal to malfunction.
•If the terminal malfunctions, call your local authorized dealer for service. Do not try to repair the
terminal yourself.
•Be sure to use the supplied AC adaptor.
•For a complete electrical disconnection, remove the AC power cord from the wall outlet.
PRECAUTION
This POS terminal has a built-in memory protection circuit which is operated by a rechargeable battery
pack.
Please note that all batteries will, in time, dissipate their charge even if not used. Therefore to insure an
adequate initial charge in the protection circuit and to prevent any possible loss of memory upon
installation, it is recommended that each unit be allowed to be recharged for a period of 24 to 48 hours prior
to use by the customer.
After installation, the battery pack is charged when the machine is plugged in. This recharging precaution
can prevent unnecessary initial service calls.
BATTERY DISPOSAL
Contains Nickel Metal Hydride Battery. Must be Disposed of Properly.
Contact Local Environmental Officials for Disposal Instructions.
This product utilizes tin-lead solder, and fluorescent lamp containing a
small amount of mercury.
Disposal of these materials may be regulated due to environmental
considerations.
For disposal or recycling information, please contact your local
authorities, the Electronics Industries Alliance: www.eiae.org, the lamp
recycling organization: www. lamprecycle. org or Sharp at
1-800-BE-SHARP
(For U.S.A only)
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CONTENTS
INTRODUCTION ··········································································································································· 1
IMPORTANT ················································································································································· 1
PRECAUTION ·············································································································································· 1
1. Part Names and Functions ··················································································································· 7
External View ······································································································································· 7
Front view ···································································································································· 7
Rear view ····································································································································· 7
Displays ··············································································································································· 9
Operator display (touch panel) ···································································································· 9
Customer display ······················································································································· 12
Screen save mode ····················································································································· 12
2. Before Operating the POS Terminal ·································································································· 13
Display Angle ····································································································································· 13
Connecting the Printer and Installing the Paper Rolls ······································································· 13
3. Prior to Making Entries ······················································································································· 14
Preparations for Entries ····················································································································· 14
Error Warning ···································································································································· 14
Selecting an Operating Mode ············································································································ 15
Operating modes ······················································································································· 15
Mode selection ··························································································································· 16
Entering a secret code ······················································································································· 17
4. Entries ·················································································································································· 18
Function Key Description ··················································································································· 18
Screen transactions ··················································································································· 18
Function keys list (using default key labels) ·············································································· 19
Item key list (using default key labels) ······················································································· 22
PLU menu keys list (using default key labels) ··········································································· 22
How to Use the Touch Panel ············································································································· 23
Cursor control by touching option(s) or item(s) in the window ··················································· 23
Cashier entries (Sign-on/Sign-off) ····································································································· 24
Starting Cash Memory Entry ·············································································································· 25
Item Entries ········································································································································ 26
Registration screen ···················································································································· 26
Single item entries ····················································································································· 26
Repeat entries ···························································································································· 27
Multiplication entries ·················································································································· 28
Scale entries ······························································································································ 30
PLU menu keys (categories) ····································································································· 31
Non-turnover sales ···················································································································· 31
Link PLU/UPC entries ················································································································ 31
PLU level shift (for direct PLUs) ································································································· 32
Mix-and-match function ·············································································································· 33
Set PLU entries ·························································································································· 34
Combo meal entries ··················································································································· 35
Modifier PLU entries ·················································································································· 35
With/without entries ··················································································································· 36
Condiment entries ······················································································································ 37
Price inquiry (view) function ······································································································· 40
UPC learning function ················································································································ 41
Price change function ················································································································ 42
Recipe text display/print ············································································································· 43
Non-turnover sales ···················································································································· 43
Subtotal Display ································································································································· 44
Merchandise subtotal ················································································································· 44
Taxable subtotal ························································································································· 44
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Including-tax-subtotal (full subtotal) ··························································································· 44
Tray subtotal ······························································································································ 44
Eat-in subtotal ···························································································································· 44
Finalization of Transaction ················································································································· 45
Tax Calculations ································································································································· 46
Automatic tax ····························································································································· 46
Manual tax ·································································································································· 46
Tax deletion ································································································································ 46
Tax status shift ··························································································································· 46
Guest Check (GLU) ··························································································································· 47
GLU system ······························································································································· 47
Drive-thru function ······················································································································ 49
Deposit entries ··························································································································· 50
Bill totalizing ······························································································································· 51
Wait (Parking) a drive-thru order ·······························································································52
Drive-thru order check recall ······································································································ 53
Auxiliary Entries ································································································································· 54
Percent calculations (% premium or % discount) ······································································ 54
Discount entries ( - ) ·················································································································· 54
Group discount entries ··············································································································· 55
Refund entries ···························································································································· 56
Refund sales mode ···················································································································· 56
Return entries ···························································································································· 56
Printing of non-add code numbers ···························································································· 56
Printing of free text ····················································································································· 57
Payment Handling ····························································································································· 58
Tip-in entries ······························································································································ 58
Tip editing ··································································································································· 58
Tip paid entries ·························································································································· 59
Currency conversion ·················································································································· 59
Received-on-account entries ·····································································································60
Paid-out entries ·························································································································· 61
No-sale ······································································································································· 62
Adress and name entries ··········································································································· 62
Transferring cash ······················································································································· 62
VIP sales ···································································································································· 62
Bill separating paymemt ············································································································ 63
Employee Function ···························································································································· 64
Cahier/manager sign-on ············································································································ 64
Employee’s working time recording ··························································································· 65
Supervisor Cashier ···························································································································· 66
Overlapped Cashier Entry ················································································································· 67
TRAINING Mode ································································································································ 68
Open/Close the Shift Status ·············································································································· 69
Authority Level/ Secret Code ············································································································· 70
Authority level ···························································································································· 70
Secret code ································································································································ 70
MACRO Key Entries ·························································································································· 71
5. Corrections ·········································································································································· 72
Correction of Entries ·························································································································· 72
Subtotal Void ······································································································································ 74
Correction after Finalizing a Transaction (Void mode) ······································································ 75
Override Entries ································································································································· 75
6. Printing Function ································································································································76
Receipt ON/OFF ································································································································ 76
Copy Receipt Printing ························································································································ 76
Bill Printing ········································································································································· 77
Guest Check Copy ····························································································································· 77
Bill Recording/Bill Void ······················································································································· 77
Type of Receipt ·································································································································· 78
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Addition receipt type ·················································································································· 78
Single/double receipt type ········································································································· 78
Addition + single receipt type ····································································································· 79
Double addition receipt type ······································································································ 79
Double (addition + single) receipt type ······················································································ 79
Sorted Receipt Function ···················································································································· 80
Kitchen Printer Send Function ··········································································································· 82
Electronic Journal ······························································································································ 83
Electronic Mail ··································································································································· 83
7. Universal Product Code (UPC) or European Article Number (EAN) ·············································· 84
UPC or EAN code ······················································································································ 84
Customer code ··························································································································· 85
Bar-code of the bill ····················································································································· 85
Bar-code of the key ···················································································································· 85
8. Reading (X) and Resetting (Z) of Sales Totals ················································································· 86
How to take a reading (X1, X2, X3, or X4) or resetting (Z1, Z2, Z3, or Z4) report ····························· 86
Report list ··········································································································································· 87
Compulsory cash/check declaration ·································································································· 90
9. Programming ······································································································································· 92
Programming Menu Processing ········································································································ 92
OPXZ mode ······························································································································· 92
PGM1 mode ······························································································································· 92
PGM2 mode ······························································································································· 93
How to Program Alphanumeric Characters ······················································································· 99
Alphanumeric Characters ················································································································ 100
Basic Instructions ····························································································································· 101
Programming example ············································································································· 101
Programming function key ······································································································· 103
POS Setting Data····························································································································· 104
Department ······························································································································ 104
Department group revenue center ··························································································· 104
PLU/UPC ································································································································· 105
Dynamic UPC ·························································································································· 105
Coupon PLU ···························································································································· 107
Range PLU programming ········································································································ 108
Preparation assignment ··········································································································· 110
Range preparation assignment ······························································································· 110
CVM routing ······························································································································ 111
Range CVM routing ·················································································································· 111
Modifier PLU table ··················································································································· 112
Recipe table ····························································································································· 113
UPC Non-PLU code format ····································································································· 114
UPC delete ······························································································································· 115
Condiment tables ····················································································································· 115
Combo meal tables ·················································································································· 116
Link PLU/UPC tables ··············································································································· 117
Set PLU tables ························································································································· 118
Mix & match tables ··················································································································· 119
Scale tables ····························································································································· 120
Cashier ····································································································································· 121
Employee ID ···························································································································· 122
Job location tables ··················································································································· 123
Labor cost ································································································································ 123
Contact less key······················································································································· 124
Cashier key data maintenance ································································································ 124
Authority level ·························································································································· 125
PLU menu keys ························································································································ 126
Function menu keys ················································································································· 126
Direct keys ······························································································································· 127
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Macro keys ······························································································································· 128
Capture keys ···························································································································· 129
Capture job ······························································································································ 129
Function keys ··························································································································· 130
Tax rate ···································································································································· 131
Doughnut tax exempt ··············································································································· 132
Baked food exempt ·················································································································· 132
Manual tax ································································································································ 133
Tax delete ································································································································· 133
Cash keys ································································································································ 134
Check keys ······························································································································ 134
Charge keys ····························································································································· 134
Eat-in keys ······························································································································· 136
Service key ······························································································································ 137
Final key ··································································································································· 138
Check change ·························································································································· 139
Conversion rates ······················································································································ 140
Money type ······························································································································· 141
( - ) keys ··································································································································· 142
% keys ····································································································································· 143
Group discount ························································································································· 144
Vender coupon UPC ················································································································ 145
Tip ············································································································································ 145
RA functions ····························································································································· 146
PO functions ···························································································································· 146
No sale ····································································································································· 147
Direct void ································································································································ 147
Indirect void ······························································································································ 147
Printed void ······························································································································ 148
Subtotal void ···························································································································· 148
Check void ······························································································································· 148
Refund ····································································································································· 149
Return ······································································································································ 149
Non add code ··························································································································· 150
Free text ··································································································································· 150
Negative code ·························································································································· 151
Positive code ···························································································································· 151
Report zero skip ······················································································································· 152
Report print options ················································································································· 153
Department group projection ··································································································· 154
Hourly report ···························································································································· 154
Stacked report ·························································································································· 155
TEFRA rate ······························································································································ 156
Maintenance data create/modify/delete ··················································································· 156
Maintenance data down-loading ······························································································ 157
Dynamic UPC data down-loading ···························································································· 157
System backup data ················································································································ 157
System restore data ················································································································· 158
Machine number ······················································································································ 158
Consecutive number ················································································································ 158
Till timer and drawer alarm ······································································································ 159
Screen set up ··························································································································· 159
Bill number ······························································································································· 159
Condiment ignore ···················································································································· 160
Date and time ··························································································································· 160
GLU start/end code ·················································································································· 160
Drive-thru by terminal ··············································································································· 161
Revenue center number by terminal························································································ 161
Report by terminal ···················································································································· 161
Function selections ·················································································································· 162
Printing options ························································································································ 163
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Expand function ······················································································································· 163
Z1 mode secret codes ············································································································· 164
PGM2 mode secret codes ······································································································· 165
System Z1 mode secret codes ································································································ 166
System PGM2 mode secret codes ·························································································· 167
Initial down-loading secret codes ···························································································· 168
Maintenance down-loading secret codes ················································································ 169
E-payment secret codes ·········································································································· 170
GLU code range ······················································································································· 170
Drive-thru code range ·············································································································· 171
GLU code assignment by cashier ···························································································· 171
Revenue center text ················································································································· 172
Function text ···························································································································· 172
Header logo text ······················································································································· 179
Footer logo text ························································································································ 179
Bill header logo text ················································································································· 179
Bill footer logo text ··················································································································· 180
Eat-in logo text ························································································································· 180
Sort group text ························································································································· 180
Receipt printer ·························································································································· 181
Journal printer ·························································································································· 182
Bill printer ································································································································· 183
Report printer ··························································································································· 184
Kitchen printer ·························································································································· 185
Chit format ······························································································································· 186
Bar code scanner ····················································································································· 186
Coin dispenser ························································································································· 187
Scale ········································································································································ 187
E-pay device type1 (OMNI) ······································································································ 188
E-pay device type2 (DATA TRAN) ··························································································· 189
E-pay device type3 (PNC-330) ································································································ 190
E-pay device PIN pad ·············································································································· 190
E-pay device IC card ················································································································ 191
E-pay device account balance I/F ···························································································· 191
E-pay device card reader ········································································································· 192
CVM preset ······························································································································ 192
OCB preset ······························································································································ 193
CCTV preset ···························································································································· 193
On-line preset ·························································································································· 194
MWS preset ····························································································································· 194
Data Clear ········································································································································ 195
Automatic Sequencing Key Programming ······················································································· 196
Reading Stored Programs ··············································································································· 197
10. Unit Price Mode Programming ········································································································ 199
11. Data Saving or Loading (SD Card) ·································································································· 200
Inserting and Removing an SD Memory Card ················································································· 200
SD memory card formatting ····································································································· 200
Folder code programming ········································································································ 200
Folder creating ························································································································· 201
Data saving ······························································································································ 201
Data loading ····························································································································· 201
12. Operator Maintenance ····················································································································· 202
In Case of Power Failure ················································································································· 202
Before Calling for Service ················································································································ 202
13. Options ·············································································································································· 203
List of Options ·································································································································· 203
14. Specifications ···································································································································· 204
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1
Part Names and Functions
This chapter describes the part names and functions of this POS terminal.
External View
■■
■■
■Front view
■■
■■
■Rear view
Magnetic card reader
Operator display (touch panel)
Power indicator
Mode switch
(located at the bottom cabinet)
Side cover
AC adapter AC power cord
AC adapter jack
AC power cord
Plug the AC adapter connector into the AC adapter jack, then plug the AC power cord into the wall outlet
that has a dedicated earth ground.
Mode switch
The switch has the position ON ( I ) and STANDBY ( ).
Set the mode switch to the ON ( I ) position after the terminal has been plugged into the wall outlet.
The STANDBY ( ) position locks all operations of the POS terminal. When you select this position, the
screen will disappear.
Power indicator
When the POS terminal is plugged in, the power indicator at the lower right corner of the LCD panel will
light up. The power indicator will remain on while the display’s backlight is off.
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RS-232C
CH5 RESET
Opening the side cover
While moving the release lever towards you, pull
the side cover and rotate the cover upward
as shown in the illustration at the right. Side cover
Release lever
(located at the bottom cabinet)
Terminal Connection/slot inside the side cover
Note: The application software will determine the usage and availability of the external port.
RS232 port
RESET Switch
DO NOT move the reset switch unless
instructed to do.
Doing so may damage or delete the data.
SD card slot
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Displays
This POS terminal is equipped with a color LCD operator display.
The operator display is a touch panel.
Operations can be performed by touching the screen (that shows keys or items in the window) of the
operator display.
■■
■■
■Operator display (touch panel)
••
••
•Initial screen
Screen example (REG mode):
Information/Status
Mode
Cashier
code/name Screen name Level shift no.
Terminal no.
Receipt window
Product name
Date/Time
Information/Status:
M: Received the electronic mail
L1 – L10: Level shift no.
E1 – E9: Eat in shift symbol
R: Receipt switch off
r: Receipt shift symbol
E: Electronic journal memory is full. (Green ➝Yellow ➝Red)
T: T-Log memory is full. (Green ➝Yellow ➝Red)
The size of a display area depends on the layout of a touch-panel keyboard (ex. key size) or the
function mode (ex. drive-thru function).
Version no. of
the POS terminal
Information/
Status
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••
••
•Registration screen
The registration screen consists of several sub-windows (Receipt/Menu/Category/Function/Ten key pad).
When the cashier is signed-on, a registration screen is displayed automatically.
Screen example:
Ten key pad window:
The Ten key pad is used to enter various numerical data (e.g. cashier code, amounts, quantities).
When numeric entries are necessary (e.g. secret code is forced), the ten key pad pops up automatically.
Information/Status Item key
Function bar window
Menu keyReceipt window
Cashier code/cashier name
Numeric entry: The entry displays here.
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••
••
•Drive-thru screen
The drive-thru screen is used for the drive-thru function (after the drive-thru transaction or by touching the
[D-DISP] key).
Screen example:
••
••
•Character entry screen
The character entry screen is used when you need to enter text data.
Screen example:
Receipt window
Waiting time
Touch the receipt window to select it, and touch again to release it.
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■■
■■
■Customer display
There are two customer display options available for the UP-3500.
The pole type customer display or an integrated type rear display can be installed.
■■
■■
■Screen save mode
The screen save function starts when the POS terminal is left idle for an extended period of time. You can
program the time for which your POS terminal should keep the normal status before it goes into the screen
saver mode. If the time has not been preset, the screen saver will be started after 100 minutes.
To exit the screen saver mode, touch anywhere on the touch panel (a secret code may be required at this
time).
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2Before Operating the POS
Terminal
This chapter describes those steps required prior to using the POS terminal for the first time.
Display Angle
The display may be positioned for the best viewing angle.
The allowable tilt angle of the display is within 56 degrees as
shown in the illustration at the right.
CAUTION:
Do not pull the display beyond the maximum tilt angle nor apply
excessive pressure to the display.
When adjusting the display, hold the body of the terminal when
pulling the display of the terminal to minimize terminal
movement.
Connecting the Printer and Installing the Paper Rolls
This POS terminal can be configured with multiple types of printers. For specific instructions related to the
handling and care of the printer, please refer to the applicable printer’s instruction manual.
56°
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3Prior to Making Entries
Preparations for Entries
Ensure that all printers in your system have adequate paper rolls prior to beginning entries. For more
information, please refer to the applicable printer’s manual.
Error Warning
In the following examples, your POS terminal will go into an error state accompanied with a warning beep
and the error message on the display. Clear the error state by touching the [CLEAR] key and then take the
proper action to remedy the problem.
•When you make an error in key operation:
Clear the error and try the entry again.
•When you make an entry beyond a programmed amount entry limit:
Check to see if the entered amount is correct. If it is correct, contact your manager.
•When an including-tax subtotal exceeds eight digits:
Clear the error message by touching the [CLEAR] key and then touch a media key to finalize the
transaction.
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Selecting an Operating Mode
The POS terminal will display the following listing by touching the [MODE] key.
Mode selection window:
■■
■■
■Operating modes
You can select any mode other than REG from the list in the mode selection window. Your POS terminal
supports the following operating modes:
REG mode
This mode allows you to enter various sales information. The mode selection window
does not list this mode. To select this mode from the mode selection window, touch the
[EXIT] key.
Unit PRICE mode This mode allows you to program unit price of PLUs.
OP X/Z mode This mode allows cashiers to take X or Z reports on their sales information. It can also
be used for employee time function.
X1 mode This mode is used to take various daily reading reports (X1 reports).
Z1 mode This mode is used to take various daily resetting reports (Z1 reports).
X2 mode This mode is used to take various weekly or monthly reading reports (X2 reports).
Z2 mode This mode is used to take various weekly or monthly resetting reports (Z2 reports).
X3 mode This mode is used to take various weekly or monthly reading reports (X3 reports).
Z3 mode This mode is used to take various weekly or monthly resetting reports (Z3 reports).
X4 mode This mode is used to take various weekly or monthly reading reports (X4 reports).
Z4 mode This mode is used to take various weekly or monthly resetting reports (Z4 reports).
PGM1 mode This mode allows you to program those items which need to be changed often such as
unit prices and discount percentages.
PGM2 mode This mode allows you to program those items which can be programmed in the PGM1
mode and do not require frequent changes such as date, time, and terminal functions.
OPEN STORE Open store operation
CLOSE STORE Close store operation
E-PAYMENT JOBS E-PAYMENT jobs
E-PAY REPORTS E-PAYMENT reports
SD CARD mode This mode provides data communications between the POS terminal and your personal
computer using a SD memory card
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■■
■■
■Mode selection
Touch the [MODE] key. The following mode screen is displayed.
Select the mode and touch it in the window to operate the desired function.
When you want to enter the REG mode, simply touch the [EXIT] key.
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Entering a secret codes
When a secret code has been set for the selected mode or assigned cashier, you must enter the secret
code and touch the [ENTER] key.
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Entries
Function Key Description
■■
■■
■Screen transitions
This POS terminal provides several types of basic screens for various functions or modes.
For example:
·REG mode screen (HOME screen)
·Mode screen
·Payment screen
·Drive-thru screen
etc.
If you want to change the layout, consult your authorized SHARP dealer.
Screen transitions (example)
4
▲
▲
Screen (n) Payment
screen
▲
▲
REG mode screen
(Home)
[EXIT]
[MODE]
Mode screen
▲
▲
Drive-thru screen
[D-DISP]
[HOME]
or
[CANCEL]
[HOME]
or
[CANCEL]
[SCREEN n]
or
{ screen no. entry }
▲
▲
[HOME]
or
[CANCEL]
[PAY]
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