Sharp UP-X300 User manual

POS TERMINAL
BACK OFFICE INSTRUCTION MANUAL
UP -X300
MODEL

1
INTRODUCTION
Thank you very much for your purchase of the SHARP POS Terminal Model UP-X300. This UP-X300
Back Office Instruction manual explains how to use the Back Office; programming procedures for
UP-X300.
Please read this manual carefully before operating the Back Office in order to gain full understanding.
Please keep this manual for future reference. It will help you if you encounter any operational problems.
For handling the hardware, please read the SHARP POS Terminal Model UP-X300 HARDWARE
manual.
Handling precautions, parts names and functions are included in the hardware manual.
■Notation
POS system: Indicates a communication network system configured with POS server and POS
terminals.
POS server: Indicates a POS terminal which is used as a master where the Back Office is installed.
POS terminal:Indicates a POS terminal which is used as a satellite.
■How to read this manual
After basic explanation such as main menu and basic operation method (chapter 1 and chapter 2), this
manual advances in the order of menu items, starting the top of menus. The lowest hierarchy menus
are entitled. Please find a menu item you want in the Contents to find the page number.

2
INTRODUCTION································································································································ 1
Notation ························································································································· 1
How to read this manual ······························································································· 1
CONTENTS ······································································································································· 2
1 Before Operating the POS Server ························································································· 8
Connecting peripherals ··········································································································· 8
Operational restrictions on the Back Office ············································································ 9
How to operate the POS Server ··························································································· 10
Menu bar ····················································································································· 11
Module list window ······································································································ 12
Module icon window ···································································································· 12
2 Starting the UP-X300 Back Office ························································································ 13
Log-in/Log-out operation······································································································· 13
Log-in··························································································································· 13
Log-out ························································································································ 13
Operation at the main screen ······························································································· 14
Menu bar list ················································································································ 14
Module list ··················································································································· 14
Reading messages ····································································································· 16
Sending messages to clerks ······················································································· 17
Changing your password ···························································································· 18
Viewing/editing list of operators ·················································································· 19
Printing/Displaying a POS server log report or a operator list report ························· 20
Editing date and time ·································································································· 21
3 Store Management ················································································································ 22
Module list ··················································································································· 22
Open Store ··························································································································· 22
Close Store ··························································································································· 22
End of Day ···························································································································· 23
4 Data Control ·························································································································· 24
Module list ··················································································································· 24
Backup (ALL) ························································································································ 24
Restore (ALL) ······················································································································· 24
Program Backup ··················································································································· 25
Program Restore ·················································································································· 25
Upload Data from Terminal ··································································································· 26
Regenerate Terminal DB ······································································································ 27
5 POS Programming ················································································································28
Before starting POS Programming ······················································································· 28
POS Programming module list···················································································· 28
Parameter setting method - Grid type editor and Card type editor ···························· 31
Priority of programming setting ··················································································· 37
Viewing/Printing programming settings ················································································ 38
Opening the POS Programming module ·············································································· 39
CONTENTS

3
System Setting ······················································································································ 40
Module list ··················································································································· 40
System························································································································· 41
Terminal (Administrator module) ················································································· 42
Edit Mode ···················································································································· 45
Programming Restrictions ··························································································· 46
Euro Status ·················································································································· 47
Non Accessed Customer Delete ················································································· 48
Non Accessed PLU Delete ·························································································· 48
Closed Transaction Delete ·························································································· 48
T-Log Data Delete ······································································································· 49
Operation/EJ Delete ···································································································· 49
Clear Table Status ······································································································· 49
Clear Sign On Status ·································································································· 49
Z Counter ···················································································································· 50
Ground Totals ·············································································································· 51
Terminal (Supervisor module) ····················································································· 52
Maintenance Data List ································································································ 53
Dynamic PLU Load ····································································································· 54
Revenue center ··········································································································· 55
Revenue Table Areas ·································································································· 57
Time Zone ··················································································································· 59
Groups ·································································································································· 60
Module list ··················································································································· 60
Group ···························································································································60
PLU Group ·················································································································· 63
PLU Hourly Group ······································································································· 64
Sort Group ··················································································································· 65
Departments ························································································································· 66
Module list ··················································································································· 66
Department ·················································································································· 66
Department Shift ········································································································· 69
Products ································································································································ 70
Module list ··················································································································· 70
PLU ······························································································································ 70
Selective PLU ·············································································································· 76
Menu Setting at PLU Programming ············································································ 77
PLU Happy Hour ········································································································· 78
PLU to Revenue Center ······························································································ 79
PLU Modifier················································································································ 80
PLU Modifier Text ········································································································ 81
PLU Stock ··················································································································· 82
PLU Stock Add ············································································································ 83
PLU Stock Sub ············································································································ 84
Promotion ···················································································································· 85
Link PLU ······················································································································ 89
Combo ························································································································· 90
Set PLU ······················································································································· 93
PLU Menu···················································································································· 94
Condiment List ············································································································ 98
Unformatted Barcode PLU Link ·················································································· 99
Learning····················································································································· 100
Dynamic PLU ············································································································ 101
EAN Non PLU ··········································································································· 102
Tare Table ·················································································································· 103

4
Recipe ································································································································· 104
Module list ················································································································· 104
Recipe ······················································································································· 104
Sales Item projection PLU ························································································ 105
Function ······························································································································ 106
Module List ················································································································ 106
(-) ······························································································································· 107
(-) Relationship ·········································································································· 108
%································································································································ 109
% Relationship ·········································································································· 110
Group Discounts········································································································ 111
Group Discount Subtotal Text ··················································································· 112
Free Text···················································································································· 113
VIP ·····························································································································114
Waste························································································································· 115
No sale ······················································································································ 116
Deposit (+) ················································································································· 117
Deposit (-) (Deposit refund) ······················································································ 118
Received on Account (RA) ························································································ 119
Paid Out (PO) ············································································································ 120
Function Text ············································································································· 121
Payment ······························································································································ 124
Module list ················································································································· 124
Cash ·························································································································· 125
Check ························································································································ 127
Charge/Credit ············································································································ 129
Employee Charge······································································································ 131
Customer Charge ······································································································ 133
Cashing a Check ······································································································· 135
Service······················································································································· 137
Final ··························································································································· 139
Hotel Transfer ············································································································ 141
Check Change ··········································································································· 142
Cash Transfer ············································································································ 143
Negative # ················································································································· 144
Positive # ··················································································································· 145
Service Charge·········································································································· 146
Gratuity ······················································································································ 147
Cash Tip ···················································································································· 148
Charge Tip ················································································································· 149
Tip Paid ····················································································································· 150
Tip Transfer ··············································································································· 151
System (in Tax) ·········································································································· 152
Tax ····························································································································· 153
Manual Tax ················································································································ 154
Subtotal VAT ·············································································································· 155
Tax Shift ····················································································································· 156
Conversion ················································································································ 157
Euro ··························································································································· 158

5
Employee ···························································································································· 159
Module list ················································································································· 159
Employee··················································································································· 160
Employee Function ··································································································· 163
Contactless Clerk Key ······························································································· 166
Time Edit ··················································································································· 167
Terminal Selection ····································································································· 168
Authority ···················································································································· 169
Authority Text ············································································································· 172
Commission ··············································································································· 173
Team Commission ····································································································· 174
Event Commission ···································································································· 175
Others ································································································································· 176
Module list ················································································································· 176
Drawer Alarm ············································································································· 176
Training Text ·············································································································· 177
Reason Codes ··········································································································· 178
Customer ···························································································································· 179
Module list ················································································································· 179
Customer ··················································································································· 179
Customer Function ···································································································· 180
Report Formats ··················································································································· 181
Module list ················································································································· 181
End of Day ················································································································· 181
End of Day Period 1 ·································································································· 182
End of Day Period 2 ·································································································· 183
End of Day Daily Reports ·························································································· 184
End of Day Reports Period 1 ···················································································· 185
End of Day Reports Period 2 ···················································································· 185
Starting Cash Memory ······························································································ 186
Compulsory Cash Declaration ·················································································· 187
POS Program Reports ········································································································ 188
Module list ················································································································· 188
6 Key Programming ··············································································································· 189
Before starting key programming ························································································ 189
Command list ············································································································ 189
Outline for creating keys on screens ········································································ 190
Free key list ··············································································································· 191
Free key layout ··················································································································· 195
Screen selection mode······························································································ 196
Key area editing mode ······························································································ 199
Key editing mode ······································································································ 203
Area Layout ························································································································ 207
Opening/Selecting/Editing area layout screen ························································· 208
Editing objects (tables) at a table layout screen ······················································· 210
Arranging/editing tables on the table layout window ················································ 212
Floor setting··············································································································· 214
Screen Relationship ·································································································· 216
Macro key ··························································································································· 218
Programming a macro key ························································································ 219

6
PLU Menu Key ···················································································································· 221
Before programming PLU Menu keys ······································································· 221
Programming keys linked to Menu keys ··································································· 222
Screen selection mode······························································································ 223
PLU Menu selection mode ························································································ 224
Key editing mode ······································································································ 226
Condiment Key ··················································································································· 228
Before programming condiment keys ······································································· 228
Screen selection mode······························································································ 229
Condiment selection mode ······················································································· 230
Key editing mode ······································································································ 231
Appearance Table ··············································································································· 233
Pop Up Window ·················································································································· 234
Compulsory Cash Keypad ·································································································· 235
Key Program Reports ········································································································· 236
Module List ················································································································ 236
7 Floor Management ·············································································································· 237
Module list ················································································································· 237
Floor Plan ··························································································································· 238
Change Section Plan ·········································································································· 240
Change Table Attribute ······································································································· 242
Table Reservation ··············································································································· 244
Table Verification ················································································································· 246
Floor Management Reports ································································································ 247
8 POS Device Programming ································································································· 248
Module list ················································································································· 248
Device Programming ·········································································································· 249
Selecting logical device ····························································································· 249
Programming for devices ·························································································· 252
Printer Definition ················································································································· 256
Scale ··································································································································· 259
Check Print Format ············································································································· 260
Logo Text ···························································································································· 261
POS Device Reports ··········································································································· 262
Module list ················································································································· 262
9 Sales Reports ······················································································································ 263
Module list ················································································································· 263
Before viewing/printing sales reports ·················································································· 265
Viewing/Printing a target report ·························································································· 266
Report List ·························································································································· 268
Sales ·························································································································· 268
Customer ··················································································································· 272
Historical Report ········································································································ 273
Electronic Journal Report ·························································································· 275
Media ························································································································· 276
Employee··················································································································· 277
Filter tab ···················································································································· 278

7
10 EURO Migration Function ·································································································· 280
Setting the date and time when the automatic EURO modification operation
should be executed ··································································································· 280
11 Barcode reading ·················································································································· 281
Item codes ················································································································· 281
Customer code ·········································································································· 281
Bill code ····················································································································· 281
Key code···················································································································· 282
12 Magnetic card reading ········································································································ 283
Card Format ························································································································ 283
EFT card ···················································································································· 283
Customer card ··········································································································· 285
Employee Card·········································································································· 285
Auto key Card············································································································ 286
Macro key Card ········································································································· 286
Character Code ········································································································· 287
13 Network ································································································································ 289
System Configuration ········································································································· 289
Network function ················································································································· 290
DataServer ················································································································ 290
Network information management ············································································ 290
Terminal software version up ···················································································· 290
Date and Time setting ······························································································· 290
14 Backup System ··················································································································· 291
Outline ································································································································ 291
Normal operation ······································································································· 291
Operation if the POS server is down ········································································ 291
Backup POS server ··································································································· 292
Operation when the POS server outage is recovered ·············································· 293
Backup server operation ··························································································· 293

8
1Before Operating the POS
Server
Connecting peripherals
NOTE
For details of system configuration for a POS system, please refer to “Network” section.
In order to operate UP-X300 Back Office, you must connect a keyboard and a mouse applicable to the
UP-X300. For details of the applicable peripherals and the connection, please refer to UP-X300
HARDWARE manual.
Also to print programming reports and other setting data, an applicable printer must be connected to
your POS server.

9
Operational restrictions on the Back Office
Your POS server categorizes the personnel who operate the Back Office as authority level shown
below, and an authority level is given to all of the functions that the Back Office provides. Personnel
can execute functions having the same or lower authority level. For example, when you are assigned to
an operator, you can execute functions having the authority level; operator.
The appearance of screens may vary depending on the authority level since the functions you can
execute are only provided.
From the highest level, Administrator
Manager
Submanager
Supervisor
Operator
Also please note that the programming items displayed may vary depending on customers, since the
only items you are required to program may be displayed for easy viewing and setting.
Error Warning
• Memory full warning
When the memory capacity comes near full, the warning message “Insufficient Memory Please call
your supplier” will appear. Click [OK] to close the window. Then please call your supplier.
You can continue operation even after the warning message is displayed until the following memory
full error is displayed.
• Memory full error
When the memory capacity comes full, the error message “Error Memory Maximum Size Reached
Please call your supplier” will appear. Click [OK] to close the window. Then please call your supplier
immediately.
The Back Office operation is prohibited after the error message is displayed.
• Emergency lock clear
You may clear a locked status manually, such as closed transaction memory full status, T-Log memory
full status and EJ memory full status, by executing a Data Delete operation. Please refer to Data
Delete section for details.

10
How to operate the POS Server
UP-X300 Back Office runs on the Windows CE operating system. Therefore the operating method is
basically the same as other Windows interfaces.
Basically the Back Office screen has two types of screens, screens for selecting a module, and screens
for setting parameters or executing a function. Commonly a menu bar is provided at the top of a
screen.
In this section, how to operate functions at screens for selecting module is explained. Operation at the
screens for setting parameters or executing functions is explained at each section.
When you have any error message, left-click a button appeared, also to close a pop-up window, left-
click the close box ([X]) that appears at the upper right corner of the window.
Please note that to “select ......” or “click ..........” means to “move the arrow to a target module, button or
column, etc. and left-click a mouse” in this manual.
After you make a log-in operation, the main screen will first appear.
Menu bar Module list window Module icon window

11
■Menu bar
This bar executes several commands appeared below each menu.
By moving the arrow using a mouse to a menu and left-clicking the menu, the command list will appear
below the menu. To execute a command, move the arrow to the command and left-click the command.
For the menus having an underlined letter within parentheses, you can also execute the menu by
pressing the Alt key and the underlined letter.
For the commands having an underlined letter within parentheses, you can also execute the command
by pressing the underlined letter.
The close box can close a selected module or the Back Office.
Menu Close box
Command

12
appear in the window. You can select a module from this window. When the selected module has
subsequent modules, those module icons appear, or when not, the module window appear on the
screen.
■Module list window
Module names are listed in the window.
The modules having a square plus icon ([+]) mean that the
module has subsequent modules. When you left-click the icon,
the subsequent modules appear and the icon changes to a
square minus icon ([-]). By left-clicking the minus icon, the
subsequent modules are closed.
To execute a module, keep selecting a subsequent module.
The details of module list will be explained later in this section.
If all of the modules you opened cannot be displayed in the
window, and/or a full of module name cannot be displayed, a
bar will appear at the button and/or the right side. Click an
arrow or drag a bar appeared to scroll the window.
■Module icon window
A module icon window consists of icons. The subsequent
module icons of the module selected in the module list window

13
2Starting the UP-X300
Back Office
Log-in/Log-out operation
When you start an operation of UP-X300 Back Office, firstly you must make your log-in operation.
■Log-in
When the Back Office program is started, the login window will open.
Enter your ID number and password (displayed with asterisks), then click [OK]. The main screen will
open.
NOTE
When you click [EXIT], the Back Office program will be terminated.
■Log-out
Select Logout from File menu, the main window and all module windows are closed.
Then the login window will open.
Login window

14
Operation at the main screen
NOTE
Depending on your authority level, the menus and modules displayed varies. Therefore, not all menus
and modules may be displayed on the screen.
■Menu bar list
File Time Setting Allows you to setup the date and time of the POS server.
Logout Allows you to log-out.
Exit Allows you to exit the POS server.
Tools Read Message Allows you to read message for yourself.
Send Message Allows you to send messages to clerks operating POS servers and
operators of the POS server.
Change Password Allows you to change your password.
List of Operator Allows you to view or edit operators data including authority level.
For administrators and managers only.
Operator’s Authority Level This command is for your dealer only.
POS Server Log Report Allows you to view or print a POS server log report.
Operator List Report Allows you to view or print an operator list report.
For administrators and managers only.
Help Help Opens the help window.
About Opens the “About” window where copyright of the UP-X300 and
program version for each module are indicated.
■Module list
Modules which equals your authority level are displayed in the module list window.
Therefore, not all of the modules shown in this manual are displayed.
When you first open the main screen after an log-in operation, the main modules only are displayed.
Please overview the list below to find what you can do with the Back Office.
Main modules Modules
Store Management Open Store
Close Store
End of Day
Data Control Backup (ALL)
Restore (ALL)
Program Backup
Program Restore
Upload Data from Terminal
Regenerate Terminal DB

15
Main modules Modules
POS Programming* System Setting
Groups
Departments
Products
Recipe
Function
Payment
Employee
Others
Customer
Report Formats
POS Program Reports
Key Programming Free Key Layout
Area Layout
Screen Relationship
Macro Key
PLU Menu Key
Condiment Key
Appearance Table
Pop Up Window
Compulsory Cash Keypad
Key Program Reports
Floor Management Floor Plan
Change Section Plan
Change Table Attribute
Table Reservation
Table Verification
Floor Management Reports
POS Device Programming Device Programming
Printer Definition
Printer Layout
Scale
Check Print Format
Logo text
POS Device Reports
Sales Reports* Sales
Customer
Historical Report
Electronic Journal Report
Media
Employee
* POS Programming and Sales Reports have other two subsequent modules. The details of the
modules are described in each chapter.

16
■Reading messages
In case there is a message for you, the following window may automatically open.
To close the window, click [Cancel].
To print the message, click [Print].
To delete the message, click [Delete].
NOTE
When you select Read Message from Tool menu, you can open the message window.
To read the message, click [Open]. The message window will open.

17
■Sending messages to clerks
You can send messages to clerks who operate POS servers and operators of the POS server.
Select Send Message form Tool menu, the following window will open.
Click the target clerks and/or operators, and enter message for them. Click [OK] to send the messages.
NOTE
When a message buffer for a clerk/operator is full, buffer full error will occur.

18
■Changing your password
It is recommended to change your password regularly.
To change your password, select Change Password from Tool menu. The following window will open.
Enter your old and new passwords, and new password again to confirm your new password, then click
[OK]. Please note all characters you enter may be displayed using asterisks to prevent them from being
read by others.
NOTE
The password is fixed to the entry of 8 digits.

19
■Viewing/editing list of operators
Selecting List of Operator from Tool menu allows you to view and edit the list of operators of the Back
Office.
To delete an operator, select a target operator, and click [DELETE]. The confirmation window will open.
Select [YES] to delete. To cancel, select [NO].
To view or print the list, select [View] or [Print].
To close the window, select [OK].
In case you made any change, the confirmation window will open. To save the change, select [YES].
You can view or edit the operator ID, Operator’s authority level and password of the selected operator.
For editing them, you should have a higher level of authority.
To edit, select a target operator, and click [EDIT]. To add new operator, click [NEW]. The following
window will open. Edit necessary parameters.