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ICR Touch Office User Manual

1. 1st 2nd and 3rd Prices Keyboard text NO SE Changes Font bd te Fil Colour Text Colour rim Changes Button and u Text Colour 2010 ICRTouch LLP Maintenance 55 4 5 4 5 1 Messages Receipt Message All receipt and slip messages are programmed from here they are all a maximum of 40 characters Receipt Header This text appears at the top of receipts amp slips just under the graphic logo Receipt Commercial Message This appears at the top of receipts amp slips just under the receipt header message Receipt Bottom Message This appears at the bottom of receipts amp slips EFT Docket Header This appears at the top of EFT slips site information MUST be set in here EFT Docket Bottom Message Store Copy This appears at the bottom of EFT slips for the slip that is retained by the store This MUST have the declaration Please Debit My Account As Shown and MUST also have a signature line EFT Docket Bottom Message Customer Copy This appears at the bottom of EFT slips for the slip that is given to the customer this MUST have the declaration Please Debit My Account As Shown and MUST also have Please Keep This Copy For Your Records Report Header When selected to print this appears at the top of all reports Signature Strip Prints at the bottom receipts when an extra receipt is issued with signature strip see finalise and transaction key programming VAT
2. LR 5 TMS Special Formula Fi ldS Visual Linking EXPO iia Index 2010 ICRTouch LLP Introduction ICRTouch TMS 1 1 Introduction Overview Welcome to ICRTouch TMS This software package has been developed in house at ICRTouch LLP to link to any version of ICRTouch There are 3 main areas to the operation of TMS 1 Maintaining the ICRTouch till system 2 Reporting 3 Stock Control It is important to understand that there is no live link between TMS and the ICRTouch based tills Any changes you make to the PLUs or Clerks for example in either software package needs to be manually sent or received accordingly It is recommended to run the latest versions of ICRTouch TMS and ICRTouch together in a system 2010 ICRTouch LLP Communication 8 ICRTouch TMS 2 Communication 2 1 Program Send Receive This form is used to select which program files are sent to or received from the till s Click on the box next to the files that you wish to communicate to the till s or click on the AII Files Box a tick will appear in the box to show that the file has been selected Once you have selected all the file s click the send or receive button 4
3. O qc Clerks Clerk Detail 4 FUNCION KEYS d 50 laura im 50 Transaction t ee 51 Status Keys Keyboard Allocation MR 53 5 hij arr m eerenneee Level Names Error Message Fixed Character Scrolling Messages 2010 ICRTouch LLP ICRTouch TMS Part V oa fF o mw Part VI 1 Part VII o coo OA BON dd o do od a A Q N O 16 Part VIII a 5 O N Check Text essen Customer G stomers c Customer Group ricorrere caretas Account Balances 2 2 4 4 044224 4 22 2 224 Suppliers u SUPPIIEFS Case Sizes Sizes ii Stock Orders ei ii Invoicing Wastage ueneno Shelf Edge Labels eese StockTake cuina Reports Reports 2222s Utilities
4. Keyboard Allocation PLU Allows PLUS to be allocated to the keyboard next will follow a list of all PLUs Finalise Key Allows payment keys cash cheque etc to be allocated to the keyboard This is a dynamic file These can be created in function keys finalise keys Transaction Key Allows transaction keys error correct discount etc to be allocated to the keyboard This is a dynamic These can be created in function keys transaction keys Status Key Allows status keys receipt print clerk number etc to be allocated to the keyboard This is a dynamic file These can be created in function keys status keys Department Key ICRTouch currently does not support department buttons on the keyboard use open PLUS linked to a department Fixed Key Allocates fixed keys such as numeric keys multiply buttons etc Not a programmable file No Function Disables the button The button will not function and will not be drawn in normal sales mode Right Click Drop down Menu If you right click on the keyboard you can cut copy or just copy the properties of a button If you have Selected buttons that are next to each other and then right click there will be a merge option This will allow you to create large buttons 2010 ICRTouch LLP 54 ICRTouch TMS Menu Level Selects File e g Plu or Status Key etc Search Searchs within file x Price1 Price2 Price 3
5. BE tax E Number c BRANCH c Descriptor z Rate Ea Status A nranramsS Crnistal A 4 plureport SALESVALUE x r Functions Ai r Math 8 Summary 8 Financial EH 8 Strings E 8 Date Time Date Ranges Arrays 51 Type Conversion 100 x Operators Fi Arithmetic 2 Conversion Comparisons Strings Ranges Boolean Arrays Pattern 2010 ICRTouch LLP Report Designer 139 Main Report Database Fields X 1 Formula Fields Profit ES ReportParms Profit GroupProfit CurSymbol DisplayBranch Parameter Fields Group Name Fields Running Total Fields Special Fields gt Unbound Fields Once you have finished creating you formula expand the formula field list by clicking on the Select the formula left click and drag it onto the report at which point a red tick will appear next to the formula 11 1 2 3 Adding Picture Fields When designing reports there will be times when you want to include a picture For example you may wish to put a company logo in the report header To Insert a picture Right Click on a blank part of the report Insert Picture inset Format Section Special Field Database Text Object Report Subtotal Designer Grand Total Undo Ctrl Z Clear SHIT dd Group Find Section Cr
6. FIELD SELECT On the left hand side of the design view is a list of fields that can be added to the report By expanding the sections you can see which field have been added to the report those that have a red tick by them To add a field click on a field and drag it to a section of the report jDstabase Fields plureport ES INDEXNUMBER a PLUNUMBER a RANDOMCODE a DESCRIPTOR a GROUPNUMBER a GROUPDESC a DEPTNUMBER E DEPTDESC a SALESQTY ES SALESVALUE ES BRANCHNUMBER 85 pludetails 85 tax B5 plu REPORT LAYOUT The report is broken into sections below is a list of section that you will see when you create or open a report Any field or labels will only appear at the top of the report on the first page Used normally for titles and other information but can also be used for charts or cross tabs that include the data for the whole report Will appear on the top of each page the page header can be set to only appear on the first page Can be used to display field titles above the data on a report Anything in this section will be printed at the start of each group A group is used to organise data into related groups In the report above a group is used to put the PLU sales into PLU group order Detail This is were the main body of the report is designed and is printed once per record The bulk of the report data normally appears in this section Group Footer Will be printed at the bottom of each group Report
7. ICR Touch TMS user manual ICRTouch TMS Manual by ICRTouch LLP This manual is designed as a guide to operating TMS For updates to this manual and for further information please visit the dealer s page on our website www icrtouch com Contents Table of Contents Part I Introduction 6 poii Ew E E A 6 Part II Communication 8 1 Program Send Receive nuuusnnnnnansnnnnnnnannnnnnnnnnnnnnnannnnnnnnnnnnnnnnnnnnnannnnnnnnnnnnnnnannnnnsnnnnnnnnnnnnnnnannnnn nn 8 2 X IERNESIDIBECICTNEREC EET TTE 9 3 Schedule Program Changes 20 11 4 Z Read Terminals a ia A A DE A dd ADE 12 Part Ill End of Day 14 1 Declare TotalS iii a AA en un AA deren 14 2 Configuration ito T 15 Part IV Maintenance 18 o SA E EA 18 S PLU Activity Edit Recipe List PLU Department PLU Group Mix and Match 1 Mix and M te h 35 2 System Programming enmmmciccccnnnnncrrrc rn 37 Fixed Totals Non PLU table Batch Reports SV SUC Jro rr System Flags Price Level Schedular Time Zones I Scl c r
8. View Live Journal Send Message to Terminals Update Customer Balances UnZLock Terminals Set Date and Time eee Reindex Files 24 4 2 1111113 Zeroise All Sales uuu ee nee ee EXPO uui deena diente iiem View Log Files rene View Check Totals Change Date of Sales Data Global Price Change Maintain Margins eere Backup use View Journals Setup Branch Details PrinterSetup reete Maintain Users 2 2 2 11 2 1 PLU User Fields IMS Set bp 1 etre eene ni n 2010 ICRTouch LLP Contents Part HHT 110 1 UsSef INCH ACC me 110 PAR DII 112 3 Prod ct Ch k ARAARA 113 4 iii BE WR eos oe eee oe 114 9 Orders Acc 115 c 116 MES 117 EM teur ATION etes 118
9. 2010 ICRTouch LLP Utilities 87 7 5 Set Date and Time Will set the date and time on all ECR s to the current date and time of the computer running TMS 2010 ICRTouch LLP 88 ICRTouch TMS 7 6 Reindex Files If the indexes become corrupt then run this utility to repair them It will also check the integrity for the data in the main databases if the record number is not valid or if there are two records with the same record number the record will be deleted 2010 ICRTouch LLP Utilities 7 7 Zeroise All Sales Clears ALL sales data back to zero You can select to zeroise the following data Stock Sales Customer Transaction History Order Time and Attendance PLU Activity All Branches 89 2010 ICRTouch LLP ICRTouch TMS Import Allows Information to be imported into a database from a CSV file You can select to import into the following databases PLU PLUDetails Department PLU Group Clerk Customer Suppliers Empty Target DB Empties the target database before it imports the information from the CSV Ignore 1stline Ignores the first line of the CSV Used when the first line is the field headings First you select the CSV file using the Open file to import button Once you have selected the file you will see a preview of the data in the file The next step is to select which columns of data you want to import in
10. 9 Communications u kin 119 Part X Interface DEDI NU nec POSTING iii iia Configuration Important information il idiei 125 2 rero 1 Mec Sync with Booker Config M 3 Parent Pay soonest a ANEREN AREER ANAE ROTA Part XI Report Designer ciun dec a oa ana nun Seea denned en nahe oei User Interface ee The Workspace Design 1 2 ceteri cd eiie ec ra uia ai The Workspace Preview nennen neret A A rennes stern nnne tren reset nennen enne Keyboard SMOMCUTS MT Placing Data on the Report cion it ies Adding Database Fields emet enden Adding Formula Eields 5 5 2 aaa ada Adding Picture Fields isc dar Adding Special Field Spiir visi ei i et ten E det n ie Han Eo dot d Gaia Adding d deen d egeo Iva ag ach dad A Creating a Simple Repork ocoooii iii aeia nics Editing the Shelf Edge Label Report Editing the Stock Label Report 11 e iaar aiena raies 2
11. Sunday 03 00 00 Std Prices 22 00 00 Late Night 00 00 00 No change 00 00 00 No change Price change time Level to change to Price change time Level to change to Price change time Level to change to Price change time Level to change to 1120000 Happy Hour 000000 4 No change 00 00 00 No change 00 00 00 change Price change time Level to change to Price change time Level to change to Price change time Level to change to Price change time Level to change to 14 00 00 Std Prices 000000 2 change 00 00 00 No change 00 00 00 No change 2010 ICRTouch LLP 44 ICRTouch TMS 4 2 6 Time Zones Time zones are used for as an example hourly reporting ICRTouch goes much further than just hourly reporting and allows up to 50 time zones with any start and end time The data that is reported in the time zone is totally flexible rather than just a straight sale total in fact up to 100 of any sales totaliser can be chosen to appear in the time zones For example you can configure your time zone to report for every half hour on all the department totals Time zones In here configure that start and end time of each of the time zones in 24 hour HH MM format The start time is included in the time zone the time zone stops but doesn t include the end time For example 22 00 23 00 will i
12. Changes Remove Remove All 14 22 00 BRANCH 1 Command Line Switch If you schedule a program send or a Zread then you can use the windows scheduler to start TMS prior to the time so you know the program will always be running In this case its best to use the command line switch scheduled this will stop TMS erroring that another instance is running if one is 2010 ICRTouch LLP 12 ICRTouch TMS 2 4 Z Read Terminals This will Z read the till s that you have selected under Settings This is the same process that is carried out with scheduled Z reading of the tills It is used to manually carry out the same actions if the back office PC is turned off or the TMS software was not running or you have not specified an automatic collection time File readings under this date 08 2007 E Do Z Reading When a Z read takes place manual or automatic this populates the sales data for the specified day and adjusts the stock figures accordingly 2010 ICRTouch LLP End of Day 14 ICRTouch TMS 3 1 End of Day Declare Totals User is prompted for date of declaration if set to 7 days the whole week that contains the date will be loaded Then the user can declare the user totals and the predefined totals will be automatically generated the subtotals are worked out as the pre defined and user defined totals or declared The user has to declare tot
13. Descriptor Random Code 1 Heinken Prices Stock Terminal Flags Product Options Userfields Status flags Zero price Enable preset overide Negative price yit L Io EN PES Prompt with picture Do not print on receipts Bt lekom Sal Weight PLU x O Allow manual weight entry setMienuEremiumitem Selective item 1 Update keyboard text Selective item 2 C Prompt Customer Verification 1 Selective item 3 C Prompt Customer Verification 2 Selective item 4 O Use Range Servent Ball Dispenser Code Selective item 5 0 diene quasi Enable Terminal SEL Print to ticket printer 2 e Prompt with Notes Stock control EPOS side only Kitchen printers Maintain stock Minimum stock 0 KPI vi KP2 KPE O Error at minimum stock KP3 KP nhibit sales below minimum stock 1KP4 Commision rates 1 2 Rate 1 Rate 2 Rate 3 Rate 4 Printin red Status flags Zero Price Sale The product can be sold with a price of zero 2010 ICRTouch LLP Maintenance 23 Negative Price The price will be negated when it is sold Is Condiment PLU The PLU will be sold as a condiment to the item before it Do not print on receipts Stops the PLU fro
14. Footer Will be printed at the bottom of each report Will be printed at the bottom of each page usually contains page numbers etc 2010 ICRTouch LLP Report Designer 135 11 1 1 2 The Workspace Preview View The designer will allow you to preview your report in real time my click on the preview tab ICRTouch Crystal Reports 8 5 Designer il Scroll Records File Help Group Tree Design Preview Toggle te 100 gt 1 oft Report Data 21 06 2007 Branch DisplayBranch PLU Sales ReportParms Group Tree View Item name Random code Item cost 1DRAUGHT 1 HEINKEN 2 FOSTERS 3 LONDON PRIDE 4 FLOWERS 5 BODDYS DRAUGHT 100 00 Grand Total Group Tree Toggle Toggle the Group Tree View on and off Group Tree View The Group Tree view can be shown or hidden using Toggle Group Tree on the toolbar The Group Tree view presents a split screen e the right pane displays the report e theleft pane displays a high level outline of the report showing the hierarchy of groups in a tree format The Group Tree normally displays the names of the groups you created in your report You can however customize these names using the Group Options section of the Insert Group or Change Group Options dialog box When you click the tree node for the group that interests you the program jumps immediately to the part of the report that contains the information for that group Refresh Report Data Wil
15. LLP 34 ICRTouch TMS Includes item when used in 2nd and 3rd 9 Include items from checks If yes mix amp match applies to check items This means that if you are using a check table items stored against that are counted with the current m amp m table If no it s only the current sale Only available in this time range Allow a time range to be set for Mix and Match Start Time Range Sets start time of range 24 hour clock End Time Range Sets end time of range 24 hour clock 2010 ICRTouch LLP Maintenance 35 4 1 7 Mix and Match 2 ICRTouch TMS has 2 forms of mix and match table Both operate discounts in the same fashion the difference lies in the way they are linked type 1 has the table number specified in the PLU ie the PLU points at the mix and match table Type 2 has the PLUS it is linked to in the table with 5 buckets that count PLUS linked to the table as they are registered with a quantity trip that kicks the table in So with type 2 tables the table points to the PLU The example below shows if you buy a Fosters Stella and a Guinness you will get them all for 6 4 Mix Match 2 x 14 4 Cancel First Prior Next Last Number Descriptor Mix amp Match Type 3 for 6 Set Price PLU Not BucketNo FOSTERS 1 d Add PLU Amour Discount Hate X Alfects Tex Table PLU Nee 6 00 No Tax vi STELLA PLU No3 GUINNESS PLU No4
16. Name Phone Number Address Fax Number Email URL Postcode Only contact and Reference are essential information 2010 ICRTouch LLP Maintenance 67 4 8 Case Sizes 4 8 1 Case Sizes Case Description Name of the case Case Size How many items to a case a Case sizes q x KM 4 d New Save Cancel First Prior Next Last Search Case ID Case Description Case Size 11 Gallon Keg 88 Case sizes are a very important of TMS ordering and deliveries A case size acts as a multiplier for the stock when a case is delivered In the example above the system will know to increase the stock by 88 when one case of 11gallons are delivered The more case sizes you set up the easier the system becomes longer term Don t just think on the lines of kegs a case can be a number of things For example pack of 24 this could apply to many things depending on your business bottles of beer or cigarettes box of 100 rizla papers or pencils 1 5 lire bottle can be used to add X amount of shots to your stock The more items you move onto case keg box packet tub sizes the better it will help reduce the possibility of miss counting 2010 ICRTouch LLP Stock 70 ICRTouch TMS 5 1 Stock Orders Before using TMS to make orders or deliveries it is important to get the background information set up within the system first This means c
17. No PLU Selected PLU No5 No PLU Selected PLU Nob No PLU Selected user when table starts PLU No Oty rad for Bucket 1 Qty rad for Bucket 2 Qty rad for Bucket 3 1 E 1 Qty rad for Bucket 4 Qty rad for Bucket 5 0 10 No PLU Selected PLU No8 No PLU Selected C Include items from checks C Include 2nd and items Time Range Only Available in Time Range Start Time End Time 12 00 00 14 00 00 Applies Tc Sunday Monday Tuesday v Wednesday Thursday C Friday _ Saturday Descriptor Name of the Mix and Match Operation Type The type of mix and match one of the following seven Discount amount amount to be reduced from total Discount the percentage to be reduced from total Set price e g 3 for 5 Discount amount cheapest discounts the cheapest item Discount cheapest discounts the cheapest item by Discount amount last item discounts the last item Discount last item discounts the last item by SO OI COS qoc Qty required for bucket 1 5 The number of items linked to each bucket that needs to be registered to activate the table Only when 2010 ICRTouch LLP ICRTouch TMS all 5 bucket quantities are fulfilled will the table activate bucket quantities of zero mean that no items in that bucket need to be registered to activate it Amount Discount Rate The amount to be discoun
18. Number Single line VAT number that prints at the bottom of receipts and finalised bills 2010 ICRTouch LLP 56 ICRTouch TMS 4 5 2 Level Names Menu Level Names 1 amp 2 These are text names for the keyboard levels they are only used for reference and appear at the top of the screen in PGMA They make it easier to determine which level you are programming 2010 ICRTouch LLP Maintenance 4 5 3 Error Message Error messages are what pop up and alert you to incorrect operation Examples include Sign on first Misoperation Sign Off First Close Drawer These are settings which are predetermined by your dealer prior to installation See ICRTouch Programming manual for an in depth look into Error Messages 57 2010 ICRTouch LLP 58 ICRTouch TMS 4 5 4 Fixed Character Contained in here is user definable text that is used in places such as as a descriptor for 2nd Price and Locations for pop up for location for KP orders See ICRTouch Programming manual for an in depth look into Fixed Character 2010 ICRTouch LLP Maintenance 59 4 5 5 Scrolling Messages During periods of inactivity the touch screen scrolls advertising messages across the operator and customer displays These are programmed here Each message consists of 2 lines of 50 characters If the first line of 50 characters is full then the 2nd line is added to it
19. Send receive program data en Send Receive Choose Files PLU C Fixed Character PLU Group C Error Message Clerk C Check Text Clerk Detail Fixed Totals C Finalise Key C Transaction Key C Status Key List PLU Tax Table Batch xz Receipt Logo Scrolling Message D B B B El El Ek Ek Ek B Level Names C Department C TimeZones TimeZones Detail C Mix and Match C Mix and Match 2 C Schedular C Keyboard C System Flags C Employee Job C Employee Shift C Non PLU Table C Customer C Customer Group Al Files 2010 ICRTouch LLP Communication 9 2 2 X Read Terminals This allows the user to capture sales data for the ECR s without resetting the data like with ZReads Select Tills Terminal 1 Terminal 2 Terminal 3 Terminal 4 Terminal 5 Terminal 6 Terminal 7 Terminal 8 Terminal 8 Terminal 10 Terminal 11 Terminal 12 Terminal 13 Terminal 14 Terminal 15 Terminal 16 Reports to collect and view 1 PLU PLU Group Clerk Detail Fixed Totalizors Finalise Keys Transaction Keys Dept X Read Till s x Close No sales totals are affected by using this function 2010 ICRTouch LLP 10 ICRTouch TMS This is an example report XRead Re
20. Standard Discount This loyalty scheme will give customers set discount rates on products these discounts can either be 2010 ICRTouch LLP Maintenance 63 applied to the whole range of products or to products with a set selective itemiser Discount Rate All Products discount rate When set all products are discounted by this rate Discount Rate Selective Item 1 to 4 Discount Rate When set discounts are given only for PLUs that have the matching selective itemiser set Loyalty Type 2 Points This loyalty scheme will give customers set points based on what they purchase these points can either be applied to the whole range of products or to products with a set selective itemiser When enough points are accumulated they can be used to pay for goods Points per Pound All Products Number of points awarded for every pound spent When set all products are awarded points at this rate Points per Pound Selective Item 1 to 4 Number of points awarded for every pound spent When set points are only awarded for PLUs that have the matching selective itemiser set Loyalty Type 3 Joes This loyalty scheme will give customers set discount rates on products Each discount rate has 2 rates the first time in the week that the customer is used they are awarded with the first discount rate The rest of the time the customer is used during that week they will be awarded with the second set of rates Disc
21. Total in drawer of currency exchange 1 transactions Total in drawer of currency exchange 2 transactions Total in drawer of currency exchange 3 transactions Total in drawer of currency exchange 4 transactions Total in drawer of commission 1 Total in drawer of commission 2 Total in drawer of commission 3 Total in drawer of commission 4 Total value uploaded from an on the wall reval unit 2010 ICRTouch LLP 40 ICRTouch TMS 4 2 2 Non PLU table Typically used for items where the price is set via the bar code An example would be cheese where its RRP is set by the manufacturer according to its weight This information forms part of the bar code and the till can recognise this and make use of it at the point of sale Format String Valid Characters 0 9 X P D Made up of five parts 1 Header normally 02 or 20 to 29 2 Code number this is represented with X s 3 Check digit for the price represented with a D 4 Price weight represented with P s 5 Check digit for the price represented with a D For Example 02XXXXDPPPPPD Embedded value is Weight If No price If not a weight bar code it is a price Decimal places of embedded value Usually 2 for price or 3 for weight Eg when set to 2 1050 would be taken as 10 50 2010 ICRTouch LLP Maintenance 41 4 2 3 Batch Reports This allows you to set up a report consisting of more than one report strung together For exampl
22. add PLUS by looking at their lead time and the previous 7 day The amount it will order will be equal to what you have specified against the products units to order field Re Order Will enable you to open a previously posted order and re use it to save inputting the data a second time Current Min Can be used as a simple reordering system It will add PLUs where the current stock level is less than the minium stock level The difference is added in the items to order qty Cur Min Cases Only Same as above apart from amount to order will be in cases 2010 ICRTouch LLP 72 ICRTouch TMS 5 2 Deliveries As with all parts of the stock process the cells in blue are the edit able ones Here in this example various items have come in on the delivery and the delivered amounts have been inputted You also have the opportunity at this stage to adjust costing s As before you can save and print the delivery at any point the post button will lock the delivery so it cant be changed When you press the post button it is at this point that the stock is adjusted within in the system Deliveries CO we X New Open Save Post Cancel Order ID Delivery Note Number Build List For 4 45345 This Supplier Supplier Build List For All Suppliers Notes dp Add PLU Print Stock Labels 1 07 Fui tae Desciien Ca Ord Cave Coat Case el tem 0rd Rem ton iem Dei Tay row Pencil 1
23. available fields drop down then click the add field button Or option two which is if you right click in the preview box you will see a list of the available fields By left clicking on a field it will be added to the export list box top right Once you have selected the database and the fields you wish to export you will see a preview of what will be exported to the CSV file such as below 2010 ICRTouch LLP 92 ICRTouch TMS 2 File Export C Include Field Headers Export to File C Use Quote Marks Preview Target database PLU Branch Head Office Ayailable fields Price1L1 v FIELD COLUMN 13 F STERS 2 81 2 1 FOSTERS CHIILED 2 75 31 KRONENBOURG BLANC 3 5 4 1 STELLA 2 8 5 1 JOHN SMITHS 2 55 6 1 GUINNESS 2 9 7 1 STRONGBOW 2 5 8 1 BITTER SHANDY 2 5 9 1 KRONENBOURG 1664 2 85 10 1 BUD wSR 2 45 11 BECKS 2 45 12 1 CORONA 2 6 13 1 TIGER 2 6 14 1 GROLSCH 2 15 1 LEFFE BLONDE 3 15 1 HOEGAAD 3 17 1 5AN MIQUEL 2 5 18 1 JOHN SMITHS SHANDY 2 55 19 1 5MRNF ICE 2 7 2010 ICRTouch LLP Utilities 93 7 10 View Log Files Enables the user to view the following log files TMS log Shows start time close down dongle user logged on ICR_COMM log Shows all TCP IP IPX Serial modem communications and if it was successful or not FTP log Shows all ftp communications and if it was successful
24. cost per PLU Shelf Shelf edge labels Tick if shelf edge labels are required for this product Location Here you can enter a physical location for the shelf edge labels to aid staff in finding the correct shelf for the label this location code is printed on each of the labels Facings How many labels are required If more than one shelf edge label is required for the display the quantity should be entered here Qty of type Enter the conversion factor for the Unit being used This tells TMS the relationship between the quantity of each item that is sold compared to the unit quantity that is shown on the shelf edge label For example a can of cola sold in quantities of 250ml but shown on the shelf edge label with a unit of 1 litre would have 0 250 in here Type Used in conjunction with Qty of type this is the unit description Suppliers 2010 ICRTouch LLP 22 ICRTouch TMS Stock Labels With this selected TMS will try to make a barcode out of the random code if the random code field is 8 characters or less in length then an EAN 8 will be generated greater than 8 and a EAN 13 will be generated This happens after a scroll of the PLU table Stock Labels can be printed via the delivery form Supplier 1 4 Links the PLU to a supplier or suppliers Supplier Stock Code Stores the supplier stock code for the PLU Unit Cost Displays the last unit cost from this supplier Terminal Flags PLU Code
25. enables you to automatically fill the branch with product and all other information UDP IP This is the standard setting and will work with all versions of ICRTouch from v2 48 This is supported by both Win32 and WinCE You can set the IP address of each till in advanced but usually don t need to as TMS will usually auto detect the terminals you may need to specify the broadcast address in advanced if you have multiple network cards Host Domain names are supported in place of the ip address You would normally use this setting if TMS is on the same local network as the ICRTouch terminals TCP IP This is a new addition and will only work with ICRTouch v2 54 2 or later this is supported by both Win32 and WinCE You must set the IP address of each till in advanced the tills must have static ip addresses assigned Host Domain names are supported in place of an ip address This option has been added to make it easier to communicate with ICRTouch terminals over a WAN as there is no need to forward back the UDP port from the router to TMS the TCP side of things handles this automatically ICRTouch now has in built support for DynDNS updating and UPNP for automatic port forwarding so that there is no need for the dealer to get involved with configuring port forwarding at either end of the router or worry about maintaining some software for updating a Dynamic DNS name A password can be configured in System Configuration in ICRTouch that rest
26. includes any spends in the morning Daily Spend Limit Sets the daily spend limit Loyalty Type 6 Price Levels This loyalty scheme changes the current price level when a customer is logged on It should be noted that the price level becomes effective only when the customer is logged on all previous items within that sale will still be at their original price level Price Level Select the price level to switch to 2010 ICRTouch LLP Maintenance 65 4 6 3 Account Balances Is used for account customers only allows management of balances Is the customer index number First Name the customers first name Last Name the customers last name Bal the current balance for customer Adj The amount that the balance is to be adjusted by can be a minus New What the balance will be after the adjustment Update Bals From POS Gets the customer balances from the tills Send Bals This will send the balance adjustment to the tills What this means is if an account is in use the new final value will be determined by ICRTouch Therefore it is not essential to stop using the tills at the point of sending balances 2010 ICRTouch LLP 66 ICRTouch TMS 4 7 Suppliers 4 7 1 Suppliers Reference Is used in Stock Adjustments for filtering PLUs Contact Name of the contact within the company The following are all details held on the back office PC with regard to Suppliers
27. of a Set Menu then the 3rd price of this product is added to the sale Update Keyboard Text If set to yes any buttons with this product on will have their text updated with the text in the descriptor This will automatically change to yes whenever you change the descriptor field You can force the text to be updated by setting this to yes you can also prevent it being updated by setting it to no after you have changed the text in descriptor Prompt for Customer Verification 1 amp 2 Used for age verification nut allergies etc These can be set in Maintenance Message Fixed 2010 ICRTouch LLP 24 ICRTouch TMS Character Character 76 and 77 Generate Range Servant Pin Code Indicates that this is a Range Servant Golf Ball Dispensing pin code generating PLU You must also have a ticket printer configured for printing the tickets out You must have the PinCodeDLL dil file installed on the system and access to the appropriate database Please contact Range Servant for support on this Enable terminal SEL Setting this to yes will enable shelf edge labels to be printed for this PLU at the point of sale from the receipt printer Prompt with notes Future use Stock control EPOS side only Maintain Stock When set the product will perform stock control functions Used mainly for the use of restricting the sale of specials Display stock on kb When the PLU is on the keyboard it s current stock level wil
28. of the 2 blue keys on the side The barcode can also be keyed into the Code box Alternatively product entry can be achieved by using PLU lookup number to toggle between the 2 product lookup modes touch the F8 button 2010 ICRTouch LLP 112 ICRTouch TMS 9 2 Stock Take Stock takes can be prepared on the TMS HHT by selecting the Stock Take option from the menu Hotes Enter any notes for the stock take this can be edited later from within TMS if necessary Code 9770262407183 New Scientist Cases s Units o Total fo Either scan or enter the barcode into the code box The name of the product will be shown below if the product is unknown then unknown will be displayed here Enter the number of cases counted and number of units counted Selecting Save commits this item to the stock take and returns back to the code box ready for the next item Pressing Cancel at anytime clears the form cancelling any changes to that item If the code box is empty when the cancel button is selected then this stock take is ended Multiple stock takes can be created and stored on the HHT these will all be imported individually into TMS where they can be edited prior to final processing 2010 ICRTouch LLP HHT 113 9 3 Product Check The product check function allows you to check the price and current stock level of an item A shelf edge label can be requested at this time if the p
29. or not Last Send Contents of the file last sent Last Receive Contents of the file last received Z Reading File Contents of the last Zread Customer Detail Customer sales information Customer Balances A list of balance adjustments sent by TMS Last Customer Bal Sent A copy of the last customer adjustments sent to the customer master Last Customer Bal Receive A copy of the last customer adjustments received from the customer master Parent Pay Customer bal send A list of all balances adjustments done via parent pay Unsent payment pay cust bal adj A list of all unsent balances adjustments done via parent pay because the customer couldn t be located Sage Interface Shows start times sequence number and error messages from the sage posting 2010 ICRTouch LLP 94 ICRTouch TMS 7 11 View Check Totals Will poll the check totals out of the check master which is set in branch details Time of Check Reading 13 31 00 Total On Checks and Tables 405 70 Left hand section has a list of Checks C CheckNumber and Tables T TableNumber and the current balance of the check or table If a check or table is selected Left click then the details of the check or table will appear in the right hand section 2010 ICRTouch LLP Utilities 95 7 12 Change Date of Sales Data If you polled ICRTouch data into the wrong day this enables you to extract it and re enter it
30. printer can be sorted into groups ie all starters print together despite the order in which they are sold Kp category s can be renamed in Maintenance PLU KP Category Set Menu Links a Set Menu to this PLU See maintenance PLU Set Menu Once set List box links no longer apply Mix and Match 1 Links the PLU to a Mix and Match within the Mix and Match table 2010 ICRTouch LLP 26 ICRTouch TMS Tax Rate This is used for tax calculation See Tax Rates programming Option Box Link 1 to 6 These are drop down window links that can follow the product for cooking instructions etc These are set up in Maintenance PLU Edit list PLU Windows stays until ESC When set option box s will stay on screen until escape is pressed when not set they will disappear once a choice is made Zero Price List Link 6 When set products in a list that are linked to option box link 6 will be sold at a zero value erfields t PLU Us PLU Code Descriptor Random Code 1 Heinken Prices Stock Terminal Flags ProductOptions Userfields User Field 1 SETTE Y User Field 2 x User Field 3 v User Field 4 v User Field 5 v User Fields 1 5 2010 ICRTouch LLP Maintenance 27 Allows user fields to be linked to the PLU used in report filters 4 1 1 1 PLU Activity Each PLU has a stock activity history this can be accessed via the Activity button on the Edit PLU forms toolbar there a
31. report In the field view expanded the Database Fields and you should see the PLU database 2010 ICRTouch LLP Report Designer 143 Main Report 8 Database Fields ES Expand the PLU database and select Number from the list of fields and drag it across to the detail section of the report A header will automatically been added to the report header section after you place the field in the detail section Do the same for Descriptor and Price1L1 Main Report gt El plu e etA 2 13 19 e 15 G Fee Be 017405 1 711 1 142i 1 437 1 144 1 1157 10 169 10177 11 18 119 1 720 Number BRANCH Report Header Section3 Descriptor RandomCode yPricelli Page Header Section Price1L2 Price1L3 PricelL4 L QD Number Descriptor Price LE Price1LS Details Sections Pricell 7 Number Descriptor PricelL T Price1L 3l Price1L8 Report Footer Sectiond mm At this point you can look at the preview of the report by accessing the preview tab 5 The last step is to enter a title in the summary info TMS uses the title in the summary info on the report selection form as the name for the report In the design view right click on a blank part of the report Report Summary info Title 2010 ICRTouch LLP 144 ICRTouch TMS 11 2 2 Editing the Shelf Edge Label Report 1 Open the shelf edge label report from c
32. stand alone tool for creating modifying reports for ICRTouch TMS The Report Designer combines a design editor and a realtime preview in one window and has been developed for use with our backoffice package TMS ICRTouch Reports are designed to work with your databases to help analyze and interpret important information ICRTouch Report Designer makes it easy to create simple reports and it also has the comprehensive tools you need to produce complex or specialized reports 2010 ICRTouch LLP Report Designer 133 11 1 Getting Started 11 1 1 The User Interface 11 1 1 1 The Workspace Design View Below is the ICRTouch Report Designer workspace Scroll down for a detailed description of each section TABS Select between AAA design view and BANA DESIGN TOOLBAR real time preview Quickly format text redo undo add resedgoonros Main Report 8 Database Fields fede tebe Dede Bebe Geb Fete S ree Free Bree Ge te 174040 1 427 10431 1445 1 1157 1 04670101 047 AB 1 19 1220 X4 Formula Fields Parameter Fields REP Be en gt gt gt E Group Name Fields 222222222214 E Running Total Fields Page Header Section Special Fields PrintDate 7 Branch Dis layBranch 2 Unbound Fields 7 e pay H Report Title FIELD SELECT JE ReportP i A ReportParms Create a forumla field or 3 selecta m REPORT
33. the correct stock on the sperate items As you can see the Smirnoff vodka is set to reduce stock automatically by 2 and the Red Bull by 1 Edit Recipe E x 14 4 gt d Mew Delete Save Cancel First Prior Next Last Search Recipe Name Double vodka red bull Select PLU s PLU DESCRIPTION TY Pu dp Add PLU 135 SMIRNOFF RED LABEL 58 RED BULL Remove PLU x Remove All 2010 ICRTouch LLP Maintenance 29 4 1 3 List PLU List PLUS are pop up choices windows that allow you for example to prompt the staff to ask the customer how a steak would be cooked Up to 50 items can be programmed in any List PLU window And up to 99 Lists can be created List PLUs can be programmed to follow PLUs or to be allocated to the keyboard as a status key To add a PLU to a List PLU window select a free space then either Click on the down arrow which will display a list of PLUs that can be scrolled through to be selected Or Enter the number of the PLU Each product that you create for the List PLU will need to be set for prices or zero price accordingly Edit List PLU 4 4 X 1 d ince First Prior Next Last Cu Paste Search HOW COOKED we Done s MEDIUM Towe 2 MEDIUM rj RARE TO MEDIUM ant e CREMATED 9 2010 ICRTouch LLP 30 ICRTouch TMS Department Department link names can be changed
34. 0 00 6 0 00 0 00 0 00 600 00 600 00 60 00 IOW Ghosts Book 0 00 0 00 0 00 5 99 20 20 00 20 00 11880 Apples 10 00 20 0 00 0 00 0 00 2000 00 2000 00 200 00 New Will generate a new delivery Open Will open an existing delivery Save Will save the current delivery This doesn t affect stock levels Post Will accept the delivery the PLU qty will be added to the PLU stock level 2010 ICRTouch LLP Stock 73 Cancel Will cancel any changes made to a delivery Print Will print the current delivery Build list for supplier Once you have selected a supplier you can add all the PLUs linked to that supplier Build List for All Suppliers Will add all PLUs that have a link to a supplier Add PLU Allows a single PLU to be added to the Delivery Print stock labels Allows you to print bar code labels for the delivered items if they have been flagged to do so within Edit 2010 ICRTouch LLP 74 ICRTouch TMS 5 3 Invoicing Invoices are used to change the cost price of a PLU from a delivery You can use the open button to bring up an existing posted delivery The blue fields are the ones that you can edit This is to tweak the final costs inline with your invoice from your supplier When you post the invoice at this point it will recalculate the average costs on your products to show gross profit percentage Process Purchase Invoice E x amp Open Save Cancel Print
35. 24 character address lines that can also be flagged to print on the receipt Postcode This can be flagged to print on the receipt Phone This can be flagged to print on the receipt Fax This is stored back office PC side Mobile This is stored back office PC side E Mail This is stored back office PC side Notes 1 to 4 Used to store additional information on the customer Blacklisted When set the customer can no longer be logged onto the till Used with lost stolen cards New customer Used in conjunction with the auto create customer flag in customer control When the customer is activated at point of sale the system will prompt for the customer s details 2010 ICRTouch LLP 62 ICRTouch TMS 4 6 2 Customer Group Customers are linked to groups The group area is where all customer programming is done Group Name Allows you to name the customer group making reference easier for later on Loyalty Type This gives a list of loyalty types that can be used for this customer group There are various loyalty types discussed on the next few pages Account Customer When set to yes balances can be paid onto the customer and sales paid for using this prepaid Overdraft limit Specifies the amount the account customer can go over drawn in pounds no pence Prompt with picture if present Looks in the customer pictures directory to see if there is a picture associated with this custom
36. Customer Balance Updates From 11 09 2000 To v 11 09 2008 Account Num Customer Name 002651 002537 002589 003005 003036 002963 Ref Emily Alachverdijeva Martin Archer Ellen Bickford Daniel Brannan Tiegan Fanning James Ogunshakin Last Processed Ref Number Bal Adjust p Date and Time 2008 06 16715 05 51 2008 06 16715 05 51 2008 06 16715 05 52 2008 06 16715 05 52 2008 06 16 15 07 45 2008 06 15T15 08 47 Bet Payments Send Balances Customer Num Current Bal New Balance Is the unique transaction code given to a customer balance adjustment done via parent pays website Account Num student number Customer Name Bal Adjust p Date and Time Customer Num Current Bal New Balance customer master The customers account number has to be the same as the customers sims The name of the customer from sims The balance adjustment in pence Of the account adjustment Customer number in ICRTouch TMS Current Balance according to the customer master terminal balances will be updated before getting the internet payments What the customer balance will be after the adjustment has be sent to the The ref number of the last balance adjustment sent is stored and any adjustments before with a ref below this will not be sent to the customer master 2010 ICRTouch LLP Report Designer 132 ICRTouch TMS 11 Report Designer ICRTouch Report Designer is a
37. Fuel Tax 52 3 Booker Booker VAT 17 5 2 New PLUs append to end of database if no then adds in range Start Range End Range Booker Category Code Links to None Booker Department Cede Links to None Home Directory ANETPDOS Download Directory CLIENTIN Upload Directory CLIENTOUT L Log Fle Directory CLIENTIN Organisation Number Booker unique site number Last Imported File Header The name of the last import file Supplier The supplier that will be linked to new modified PLUs New PLUS append Sets if any new PLUS are created at the end of the PLU file or within the range specified Booker Category Code Link Booker Department Code Link Home Directory Location of directory used to store upload and download directory s as well as the winclient cr settings file Download Directory Sub directory that stores files download through netpos before there imported Upload Directory Sub directory that store files prior to them being uploaded through netpos Log File Directory Sub directory where the netpos log file is stored Tax Codes Sets the relation between the booker tax codes 1 096 2 17 596 3 596 and 2010 ICRTouch LLP 128 ICRTouch TMS ICRTouch s tax table 2010 ICRTouch LLP Interface 129 10 3 Parent Pay TMS can be linked to Parent Pay http www parentpay com for online customer balance payments 2 Parent Pay
38. L stock counts to zero then applying the stock take and adjustments to file b A partial update of the stock file This only zeroes the stock counts on the items entered in the stock take then applies the stock counted values and the file adjustments Running a partial stock take would mean that you could stock take say only 10 items without having any affect on the rest of the file 2010 ICRTouch LLP Reports 80 ICRTouch TMS 6 Reports 6 1 Reports You can print the reports from here There are no set reports reports can be removed or extra reports can be added at anytime To run a report select the desired section such as PLU this will then expand the section to show you the reports on offer Click the report you require and then specify the date range that you wish to view You can look at all the information available or a subset of if by using various filters such as department or group Additional filters can be found under more filters such as the ability to specify a single customer When your happy with the selections you have made click preview and the report will display Atthis point you can print the report or export it to various file types such as pdf or xls Default reports are Batch Report Report with fixed totaliser finalise key transaction key department clerk detail PLU Below min stock List of all the PLUs that are below there minimum stock level Fixed totaliser B
39. New Scientist Cases o Units n Total Scan or key in the item barcode or PLU number then enter how many cases and units are required The save button commits the item to the order ready for the next item Cancel clears the form if the code box is empty when the cancel button is selected then the form is closed and the order finished Multiple orders can be created on the HHT Orders can be edited once in TMS prior to processing 2010 ICRTouch LLP 116 ICRTouch TMS 9 6 Wastage Wastages can be prepared using the HHT by selecting the wastage option from the main menu Hotes Notes can be stored against the wastage this can be edited at a later date once it s in TMS Code 9770262407183 New Scientist Cases o Units Total Scan or key in the item barcode then enter how many cases and units have been wasted The save button commits the wasted item to the wastage ready for the next item Cancel clears the form if the code box is empty when the cancel button is selected then the form is closed and the wastage finished Multiple wastages can be created on the HHT Wastages can be edited once in TMS prior to processing 2010 ICRTouch LLP HHT 117 9 7 Settings Configuration for the HHT can be found in the Options Settings page Enforced Branch Merge Sane PLU y on same order Save Cancel 1 Enforced Branch This is used wh
40. OUPDESC PiicelL2 USERFIELD2 Link DEPTNUMBER Price1L3 USERFIELD3 DEPTDESC PricelL4 USERFIELD4 SALESOTY Price1L5 USERFIELD5 Clear Links SALESVALUE v Price1L6 BRANCHNUMBER Descriptor Rate Status Visual Linking This scroll box displays all the tables currently in your report along with any links and indexes Tables When you click this button the Choose Tables To Use In Visual Linking dialog box appears where you can choose the desired tables you want to link in your report and whether smart linking is used Arrange Tables When you click this button the program will arrange the tables to fit in the most efficient manner inside the Visual Linking scroll box Link 2010 ICRTouch LLP 152 ICRTouch TMS Click By Name to link tables by their names or By Key to use foreign key information Click Link to link tables automatically not recommended as it has little success correctly linking tables Clear Links Click this button to clear all the current table links Link Options To activate this button you must have a link line selected Once you have a link selected click this button to open the Link Options dialog box where you can choose what type of index to use allow partial text matches etc for the selected link Delete Link Click a link then click this button to remove it 2010 ICRTouch LLP Index 153 Index 0 02 Codes 40 A Access Permissions 106 Account Bal
41. Order ID Invoice Number Supplier Notes Branch Ru e oen im risa imer cav rcov ricos FOSTERS 0 KRONENBOURG BLANC 0 78 45 68 0 00 52800 0 00 0 00 35200 0 00 2010 ICRTouch LLP Stock 75 5 4 Wastage The wastage section is quite simple to use Purely add in the products you have wasted and specify if it is a case or a single item Once you post the wastage report TMS will reduce your current stock accordingly Stock Adjustment index number for PLU Random Code This is a 20 digit random number that can be used to access this PLU Normally it is the PLUs bar code Descriptor The name of the product Current Current stock level Stock In amount of stock that has been delivered Stock Out amount of stock sold New The new amount of stock after adding Stock In and minus Stock Out Update gt gt gt button sends stock details to the till must be done to change stock level on till Filter Dept Drop down menu Filters the table by departments Filter PLU Groups Drop down menu Filters the table by PLU group Filter Supplier Drop down menu Filters the table by Supplier 2010 ICRTouch LLP 76 ICRTouch TMS 5 5 Shelf Edge Labels Print pending labels If a PLU has been flagged to have shelf edge labels then when the descriptor random code or price 1 is changed to is added to a database of pendi
42. Printer Allows selection of a printer and paper used for Reports printed Stock Labels Printer Allows selection of a printer and paper used when Stock Labels are printed Shelf Edge Labels Allows selection of a printer and paper used when Shelf Edge Labels are printed Customer Receipt Printer Allows selection of a printer and paper used when a customer receipt is required for a customer account payment adjustment 2010 ICRTouch LLP 106 ICRTouch TMS 8 3 Maintain Users In here you are able to configure individual user accounts allowing and restricting access to various components of TMS You can have as many users as you wish it is also possible to have none by deleting all the user accounts When there are no users TMS runs fully unrestricted without prompting for a user name each time it starts Username The name of the user Password The password is caps specific if you forget the password you will be unable to gain access to the software Restrict Access When checked users are restricted from accessing the corresponding menu item 2010 ICRTouch LLP Setup 107 8 4 PLU User Fields Used as filters for PLU reports Each PLU can be assigned 5 user fields under more filters on the report screen you can pick the user fields that you have defined PLU which have the same user fields linked to them will be displayed those that do not will be omitted 2010 ICRTouc
43. To In this example if you buy 5 items of the same type you get 30 off but only Mondays between 12pm and 4pm 2010 ICRTouch LLP Maintenance 33 Mix Match 4 4 gt d First Prior Next Last Search Number Descriptor 2 Buy 5 get 30 Mix amp Match Type Oty Required Amount Discount Rate Discount 5 30 00 Affects Tax Table 17 5 v Include items from checks C Include 2nd and 3rd item Time Range Only Available in Time Range Applies To C Sunday Monday 12 00 00 C Wednesday C Thursday C Friday C Saturday Start Time End Time 16 00 00 4 Descriptor Name of the Mix and Match Operation Type The type of mix and match one of the following seven Discount amount amount to be reduced from total Discount 96 the percentage to be reduced from total Set price e g 3 for 5 Discount amount cheapest discounts the cheapest item Discount 96 cheapest discounts the cheapest item by 96 Discount amount last item discounts the last item Discount last item discounts the last item by 96 nog RON Qty required The number of items needed to be sold before the discount is performed Amount Discount Rate The amount to be discounted or the percentage to be discounted Affects tax table Sets a tax table that the amounts come off of Include 2nd and 3rd items 2010 ICRTouch
44. abel Location Facings Qty of Type Type Master PLU No Master PLU Link 7 Qty Adjustment 0 pou Enable Stock Labels Case Cost 0 00 Unit Cost 0 00 Units To Order 0 00 Days to Order 0 Suppliers Code Unit Cost 1 ABrewer ABrewer Y 12345 1 70 2 0 00 F v 0 00 4 0 00 Current Stock Displays how many units are in stock Minimum Stock Sets the minimum stock used back office side Case size how many you get to a case Recipe Links the PLU to a Recipe Master PLU Links PLU to another one so that the sales stock figures are put into the figures for the master PLU Qty How much the stock figure of the Master PLU is adjusted when the PLU is sold the figure is by the qty 2010 ICRTouch LLP Maintenance 21 Case cost Displays how much a case costs Unit Cost Displays how much a single unit costs to buy Units to order This is the quantity in units that will be ordered when you ask TMS to suggest an order based on products being below minimum stock Days to order Set here how long an order takes to arrive GP as on the Prices tab Target This is the profit that you wish to make on the PLU This is calculated with the average cost price and the taxable status of the product TMS will show this price in the RRP field Actual This is how much profit is being made on the PLU as its current price RRP This is the recommended retail price to meet the Target Average Cost TMS works out the average
45. als before any reports can be run 2010 ICRTouch LLP End of Day 15 3 2 Configuration User Defined Allows the user to define totals like cash expenditure non POS revenue such as vending machine takings and banking details eg pool table takings etc Pre Defined Fixed totals from ICRTouch like data on sales lifts floats and declarations eg Cash in Drawer etc User Defined Sub Totals Allow the user to add or subtract any of the user defined or pre defined totals together to get a subtotal Sheet size how many days are shown on the declaration sheet Week Starts The start day for a sheet size of 7 has no effect if the sheet size is 1 2010 ICRTouch LLP Maintenance 18 ICRTouch TMS 4 Maintenance 4 31 PLU 4 1 1 Edit PLU The edit PLU form enables you to configure every part of an individual product The form is broken down into different tabs Prices Stock Terminal flags Product options User fields You can navigate through various PLUs by using the Prior and Next buttons or by clicking Search which allows you to look up products by name bar code or PLU number The most basic detail you require for a PLU are Descriptor Group Department and the price Anything you see with a drop down combo box are created and populated else where within TMS on this screen you can specify which one is relevant to the item your editing In order for you to stock take items its require
46. ances 85 Account Customers 62 65 B Backup 98 Batch Price Changing 96 Batch Reports 41 BOGOF 32 35 Booker 126 127 Branch Details 102 Buy One Get One Free 32 35 67 Cash 50 37 Change Sales Data Date 95 Check Text 60 Check Totals 94 Clerk Detail Reporting 49 Clerk Security 46 Clerks 46 Communication Settings 102 Communications Log 93 Configuration 108 CSV Export 91 CSV Import 90 Customer Groups 62 Customer Loyalty 61 Customer PLU Fields 107 D Data Backup 98 Date Time set 87 Deliveries 72 Departments 30 Discounts 62 Display Messages 59 Edit Clerks 46 Edit PLUs 18 End of Day Reports 41 End of Day Sales Collection 12 End of Day Sheet 14 15 Error Messages 57 Export 91 SE File Export 91 File Import 90 File Reindex 88 File Repair 88 Finalise Keys 50 Financial Reports 80 Fix Incorrect Date on Sale Collection 95 Fixed Character 58 Fixed Totalisers 37 Function Keys 51 52 Nem Generating an Order 70 Global Price Changing 96 Groups 31 Hand Held Terminal 110 112 113 114 115 116 117 118 119 Happy Hours 43 HHT 110 112 113 114 115 116 117 118 119 Hourly Reports 44 Import 90 Invoices 74 _J Journals 82 99 2010 ICRTouch LLP 154 ICRTouch TMS K Keyboard Programming 53 NM Level Names 56 List PLUs 29 Live Journals 82 Log Files 93 M Maintain Mar
47. and the Database Fields left click on the select the field that you wish to add left click to highlight then drag it to where you want it to appear on the report Adding Formula Fields To display data that is a calculated value you need to create a formula field and place that formula field on the report For example if the database only stores the order date and lead time in days but you need to display the date the order will be delivered you must create a formula field that will calculate the date of delivery Adding a formula to a report If you what to include one of the formulas on your report first highlight the formula Fields heading in the Field Select pane right click and select new from the drop down menu 2010 ICRTouch LLP 138 ICRTouc h TMS f8 Datab um up x Parameter Fi E cow nene Running Tot E Special Field Help Unbound Fiel Cancel Menu Main Report ase Fields Formula Fields b Give the formula a meaningful name helps when editing designing the report After you have given the formula a name the Formula Editor will be displayed This is where you program the formula in the example below tax is being added to the sales value 8 Formula Editor eAddOnTax El dal O ta Pa Crystal Syntax r rp fg C tms other programsSCrystal g C stms other programs Crystal A
48. are using the standard configuration for ICRTouch s UPNP then the it s UDP amp TCP ports are mapped as follows 3XX01 where XX is the till number eg Till 1 mydomain dyndns org 30101 Till 2 mydomain dyndns org 30201 Till 21 mydomain dyndns org 32101 Sales Data Period Sets which period of sales data is polled from ICRTouch Collect Journals Collects and stores the terminals journal Send Stock After Z Will send the current stock level to the terminals Till Num of Cust Master Sets the number of the customer master Comm with Cust Master Only When collecting or send customer totals only the totals on the cust master are collected send Collect Customer Details Collects Customer transaction history which allows statements to be printed for customers Zread Zreset Customer Details Will reset file after it has been collected cust transaction report will not be able to be run from till Collect Cust Balances at ZRead Collects and stores cust balances allowing reports to be run Till Number of Check Master Sets the number of Check Master Files not sent A list of files not sent in an all program sent 2010 ICRTouch LLP 104 ICRTouch TMS s BranchDetails User Name arget Dir for Programming Changes Password ime Out S o2r0000000 B TE Port Init String Baud Hate Phone Number CUN 2010 ICRTouch LLP Setup 105 8 2 PrinterSetup Report
49. asily combining database fields To insert a text object right click on a blank part of the report Insert Text Object 2010 ICRTouch LLP Report Designer 141 Format Section Special Field gt Database Text Object Report Subtotal Designer gt Grand Total Summary Group Find Section Cross Tab Subreport Line Box Picture Hel E Chart Cancel Menu OLE Object Hyperlink Position the text object where you want it to appear in the report Click once on the border of the text object to select it for re sizing and moving Double click inside the text object to select it for editing To Insert a database field into a text object The primary function of a text object is to hold text However text objects can hold database fields as well making them ideal for creating custom form letters Insert a text object in the report Type in the text and spaces that you want to appear before the first database field if any Insert a Database Fields Add Database Field Highlight the database field to be inserted and drag it into the text object As you move the Drag and Drop cursor over the text object the program displays a movable insertion point Drag the object so the insertion point is where you want the database field to appear and drop the field 2010 ICRTouch LLP 142 ICRTouch TMS 11 2 11 2 1 Tutoria
50. ate and the interface perform as expected Please note that ICRTouch LLP and or any of its resellers cannot be held responsible for any issues with integration by ICRTouch products and Sage products whether caused by misuse misconfiguration or software flaw The responsibility to ensure that invoices and postings that have been created in Sage product by ICRTouch products are correct lies solely with the user 2010 ICRTouch LLP 126 ICRTouch TMS 10 2 Booker 10 2 1 Sync with Booker Collect Booker Files First step is to sync the latest files from the booker server this is done via a 3rd party piece of software called NetPOS Which is a broadband interface to bookers retail gateway NetPOS allows the retailer to exchange orders price files ENODS and other data directly Currently we have only implemented price file imports NetPos BOOKER wwe boo fast seoure simple ordering Progar Orpsnktion unbe 702826323 Stating erue Ty 1 3 Live server is Equity Exchanging fies O Stress venice 1 0 0 3 fBeta o jed Wet os DJ C Design 2008 Import Booker Files Will process all files that have been downloaded from booker and copied to the download directory 2010 ICRTouch LLP Interface 127 10 2 2 Booker Config Booker Config Organisation Number Last Imported File Header CDI Tax Codes ICRTouch Bookers Zero Rate Supplier Link
51. ce Change Price Field Price Level r TE 2nd Price PricelL1 Level 1 Post Prices Type Amount 10 Discard Changes unie Pie C Round to 0 05 Round to 0 10 ear List PLU Group es Department DRINKS w DRAUGHT OldistG Price Newist Pice Old2nd Price New 2nd Price Old 3RD 3 3RD Price 310 FOSTERS FOSTERS CHIILED 3 10 KRONENBOURG BLANC 3 90 STELLA JOHN SMITHS GUINNESS STRONGBOW BITTER SHANDY KRONENBOURG 1664 JOHN SMITHS SHANDY 2010 ICRTouch LLP Utilities 97 7 14 Maintain Margins No Supplier Selected No PLU Group Selected No Department Selected v Reload Save amp Exit Avg Cost E Heineken GROUP 1 A Brewer 40 RingmodBes GRDUP1 DEPT 1 Another Brewer 1 6 42 0 275 275 YES Fuggle De Dum GROUP 1 DEPT 1 A Brewer T 43 0 3 00 3 00 5 Ale Of Wight GROUP 1 DEPT 1 B Brewer 1 65 45 0 300 3 00 YES Fosters GROUP 1 DEPT 1 A Brewer 1 68 44 0 3 00 3 00 YES Guinness GROUP 1 DEPT 1 Brewer 12 60 0 3 00 3 00 YES Budweiser GROUP 2 DEPT 6 Brewer 145 90 0 15 00 15 00 5 Coors GROUP 1 DEPT 1 Brewer 16 68 0 5 00 5 00 YES Becks GROUP 1 DEPT 2 Another Brewer 1 45 53 0 310 310 YES MOT GRDUP 1 DEPT 2 A Brewer 1 65 95 0 35 00 35 00 YES Corona GROUP 1 DEPT 2 B Brewer 1 85 40 0 310 310 YES Sol GROUP 1 DEPT 2 B Brewer 187 40 0 310 310 YES Red Stripe GROUP 1 DEPT 2 B Brewer 1 65 47 0 310 310 YES Maintain Margin
52. clerk can open checks tables that have been opened by other clerks Use 2nd Drawer Means that the clerk uses drawer 2 Clerk is Manager This function is not implemented yet Clerk is Trainee When this clerk signs on the register goes into training mode Allowed to correct items from checks When set the clerk is able to item correct items that have been previously rung into a check table Last item error correct only When set the clerk is only able to correct the last item that they registered Commission Rate 1 4 Set in here the commission that the clerk receives on products link to rates 1 4 Typically used in hairdressing type applications the commission totals appear in the main fixed totaliser totals and can be shown per clerk by adding them to the clerk detail report Prompt to clock in at sign on For time attendance if the Employee is not clocked in when they sign on then the unit will prompt them if they want to clock in at that point Compulsory clocked in For time attendance means the employee cannot use the till unless they are clocked in Employee Job 1 4 For time attendance specifies which jobs the clerk does This then allows the system to work out what hours they should be working etc For more info on Time amp Attendance see the time amp attendance settings in this manual and the ICRTouch Reference Manual 2010 ICRTouch LLP Maintenance 49 4 3 2 Clerk Detail Th
53. ction size is specified by the page size within the printer setup part of the right click menu Footer Section Database Report Printer Setup Undo Page Setup Redo Default Settings Find v Toolbar v Field View Cut v Ruler Copy Grid Paste Delete Help Cancel Menu Main Report Database Fields 85 plulistreport a INDEXNUMBER a PLUNUMBER a RANDOMCODE a DESCRIPTOR ES GROUPNUMBER ES GROUPDESC a DEPTNUMBER ES DEPTDESC ES BRANCHNUMBER plu pludetails dept plugroup 5 3 Extra fields can be added from the database fields the left hand side left click on the field you wish to add and drag it to the section you wish to add it to 2010 ICRTouch LLP Report Designer 147 11 3 Advanced 11 3 1 TMS Report Databases TMS temporary report databases There are a number of predefined temp report databases that TMS checks to see if there are linked to the report Depending on the database that has been linked the report data will be filtered by the Date Range Department PLU Group etc ClerkReport db Used for clerk detail sales reports Filters Date Range ECR CustList db Used for customer reports includes all customers If apply filters is tick on the Report filters form then the following customer account filters are applied From Customer Number To Customer Number CustReport db U
54. d that the central section is completed as fully as possible The minimum suggested would be to specify a supplier case Size if relevant and a case or unit cost PLU Code Descriptor Random Code 1 Heinken Prices Stock Terminal Flags Product Options Userfields Price Level 1510 2 nd da Actual GP AR Price 1 320 1 60 0 00 46 88 Target Actual RAP Average Cost Lb E 40 00 46 88 2 83 1 70 Price 2 0 00 0 00 0 00 0 00 Price 3 0 00 0 00 0 00 0 00 Price 4 0 00 0 00 0 00 0 00 Oly of G s Price 5 0 00 0 00 0 00 0 00 1st Qty 2nd 2 3rd Oty Price 6 0 00 0 00 0 00 0 00 1 00 0 50 0 00 Price 0 00 0 00 0 00 0 00 Price 8 0 00 0 00 0 00 0 00 Alttextfor 2nd 9 Modifier Price 8 0 00 0 00 0 00 0 00 AR Beers a i diia View Sales 2010 ICRTouch LLP Maintenance 19 Below is an overview of the headings Descriptor The name of the product Random Code This is a 20 digit random number that can be used to access this PLU The PLU button needs to be programmed to search by random code for it to work see Status Key Programming The field can also be used for scanning whilst the cursor is over this scan a bar code it will automatically be entered into here Prices Price Level Price level 1 9 This is where the retail value is set you can have up to nine different price levels per product Each price level can also have a 2nd and 3rd sales value this is acc
55. database field t LAYOUT for the report ES Report is broken ee into sections for o Item name 7 Random code Lhemesi Qty Value Profit placement of Group Header 1 plureport GROUPNUMBER A Section Ceu gt GROUPNUMBER GROUPDESC Details Section INUMBER DESCRIPTOR 7 RANDOMCODE jALESOTY SALESVALUE Profij Group Footer 1 plureport GROUPNUMBER A Section 2 GROUPDESC JALESVALUE GECOST ALESQTYLSALESVALUE hof GProfil Report Footer Section4 Grand Total C GECOST ALESQTYLSALESVALUE nofQProfii Page Footer Section2 TABS Once a report has been opened or a new one created two tabs will appear one the design viewer pictured above the second is a real time preview of the report DESIGN TOOLBAR Toggle Field View Select Expert Redo and TopN Expert linge Text Sort Order Alignment eier e 269 Bold tali Properties Insert Summary S Group and Underline Subreport or Chart 2010 ICRTouch LLP 134 ICRTouch TMS Toggle Field View Hides the field list on the left hand side of the designer Select Expert This is used for generating filters for the report TopN Expert This is used for creating a top or bottom N Number report as in top 20 sellers etc Sort Order Select which field s to sort the report detail by with ascending or descending options
56. e a standard end of day report may consist of Fixed Totalisers Finalise Keys Transaction Keys Departments and Clerks For each section of report you can select which period of sales data will be used and what type of report will be issued 2010 ICRTouch LLP 42 ICRTouch TMS 4 2 4 System Flags 4 2 4 1 System Flags These are settings which are predetermined by your dealer prior to installation See ICRTouch Programming manual for an indepth look into System Flags 2010 ICRTouch LLP Maintenance 43 4 2 5 Price Level Schedular ICRTouch can process up to 12 price changes for each day of the week The time for the price level change is specified in 24 hour format in hours and minutes It is important to remember to change a price level back again otherwise the touch screen will remain on the last price level In this example below The system is set to standard prices 9am to ensure that they start the day in the right mode 13 00 see s the first change to Happy Hour 14 00 see s a change back to the default Std prices level 22 00 see s a change to the Late Night Price level where it remains till Monday s 9 00am change back Edit schedular Record Number 1 Price change time Level to change to Price change time Level to change to Price change time Level to change to Price change time Level to change to Last Day
57. e clerk detail link file is used for clerk reporting All files that totalise sales data can be linked to the clerk detail file The report from the clerk detail file will consist of all sales data for each clerk on the specified link This way sales totals and function key data can be tracked for each clerk This is a typical addition to the End of Day Z at the bottom of the report used to summarise daily activity per clerk 2010 ICRTouch LLP 50 ICRTouch TMS 4 4 Function Keys 4 4 1 Finalise Keys Finalise keys are used to complete sales Examples are CASH keys and CREDIT CARD keys These are settings which are predetermined by your dealer prior to installation See ICRTouch Programming manual for an in depth look into Finalise Keys 2010 ICRTouch LLP Maintenance 4 4 2 Transaction Keys Examples of transaction keys are things such as discounts or error corrects These are settings which are predetermined by your dealer prior to installation See ICRTouch Programming manual for an in depth look into Transaction Keys 51 2010 ICRTouch LLP 52 ICRTouch TMS 4 4 3 Status Keys Status key examples include menu level shifts and batch reports These are settings which are predetermined by your dealer prior to installation See ICRTouch Programming manual for an in depth look into Status Keys 2010 ICRTouch LLP Maintenance 53 4 4 4
58. elect the Communications menu then select Connect to TMS Communi cat ions 1 Connect to TMS lt 2 Configuration 3 Back Sync PLU will mean that the PLU file including prices current stock and case sizes will be sent from TMS to the HHT Collect Comms Log will extract the Stock Takes Deliveries etc from the HHT and post them into TMS TMS automatically checks after communications to see if there is updated software for the HHT and sends it down HHT updates will be deployed with TMS updates 2010 ICRTouch LLP Interface 122 ICRTouch TMS 10 10 1 10 1 1 Interface Sage Posting ICRTouch TMS can post end of day sales data into Sage Line 50 The currently supported versions are Sage Line 50 2009 v15 Pollings can be posted manually by using the Sage Post dialog or automatically immediately after each polling when configured to do so End of day sales data is posted by sequence number either for the polling that was manually selected or for the polling that has just been performed Pending Customer Transaction data however is posted at that time regardless of which polling sequence number was selected ICRTouch TMS can be configured to post end of day dept group totals as NC journal adjustments or it can post end of day dept group totals into an invoice Cash credit card takings etc can be posted directly into the bank codes or can be posted as payment on accounts when using inv
59. electing the number you want then click start When you have finish click the Stop button Step 1 Chose tills that you what to watch by clicking on the drop down list and picking a till number av 5H NS 2 ae Pp lt m 9 Step 2 Click start button The following box will appear with the Terminal number of the till in the top left box once it has confirmed communication with the till that will be replaced by the terminal name e g bar The bottom left box is used for displaying current process or error messages ICRTouch communications utility t e o TERMINAL 8 Tx Rx Journal tracking start 2010 ICRTouch LLP Utilities Once you have finished click stop on each till 83 2010 ICRTouch LLP 84 ICRTouch TMS 7 2 Send Message to Terminals 1 Allows the user to select a number of terminals to send a text message to 2010 ICRTouch LLP Utilities 85 7 3 Update Customer Balances Updates the stored customer balances allowing update to the minute reports on customer balances 2010 ICRTouch LLP 86 ICRTouch TMS 7 4 UnZLock Terminals After Z reading the ECR s there maybe a time when the ECR doesn t unZlock if you run this it will send unlock commands to all ECR s in the TMS terminal connection table the unlock command will not affect ECR s that are not Zlocked
60. en you the HHT is used in a multibranch environment When this is set the current branch number in TMS is ignored instead the branch number on the HHT is used Setting 0 in here means use current branch Merge Same PLU in Same Order When the same Product is scanned more than once during a stock take delivery etc then it s quantities will be merged with the earlier product This doesn t effect products across separate deliveries etc 2010 ICRTouch LLP 118 ICRTouch TMS 9 8 Information The information screen gives info about the current state of the HHT Infornation ICRTouch StockTake Terninal Ver 1 0 0 7 PLUs 3999 Conns Recs 1 Bytes Used 256056 Ex PLUs is the number of PLUs in memory Comms Recs shows the number of Communications Records in memory this is a log of entries that are ready to be sent back to TMS during a Sync Bytes used shows the amount of memory currently in use 2010 ICRTouch LLP HHT 119 9 9 Communications Currently the only methods of communications between TMS and the HHT Casio DTX5 is IRDA and the USB Cradle With the Casio DTX7 ethernet communications are used To synchronise data between the HHT and TMS select the menu option Communications Sync with HHT then click the Wait for Connection button a Hand Held Terminal Sync to Hand Held Options C Syne PLU C Collect Comms Log Wait for Connection On the HHT s
61. er if there is then the picture is displayed with a Yes No prompt See the reference manual for more information on how to setup customer pictures Print Last Transaction Date on Customer Receipt Specifies whether the last transaction date is printed on the bottom of the loyalty receipt Print Spend Today on Customer Receipt Specifies whether today s spend is printed on the bottom of the loyalty receipt Times Used Today on Customer Receipt Specifies whether the number of times this customer has been used today is printed on the bottom of the loyalty receipt Spend To Date on Customer Receipt Specifies whether the total spend to date is printed on the bottom of the loyalty receipt Discount Total To Date on Customer Receipt Specifies whether the discount total to date is printed on the bottom of the loyalty receipt Print Customer Address on Customer Receipt Specifies whether the address and post code is printed on the bottom of the loyalty receipt Print Phone Number on Customer Receipt Specifies whether the telephone number is printed on the bottom of the loyalty receipt Print customer name on KP Specifies whether the customer name is printed on the bottom of the KP ticket Print customer address on KP Specifies whether the customer address and post code is printed on the bottom of the KP ticket Print account number on receipt Specifies whether the account number is printed on the receipt or not Loyalty Type 1
62. essed on the terminal by pressing the appropriate price shift key 2nd and 3rd 9 values can be used for selling the same product at a different size and or value GP Target This is the profit that you wish to make on the PLU This is calculated with the average cost price and the taxable status of the product TMS will show this price in the RRP field Actual This is how much profit is being made on the PLU as its current price RRP This is the recommended retail price to meet the Target Average Cost TMS works out the average cost per PLU Qty of s 1st Qty The qty of the PLU when sold at the 1st price When a 2nd price shift button is pressed only products with a qty set here will appear on the keyboard 2nd Qty The qty of the PLU when sold at the 2nd 9 price When a 2nd price shift button is pressed only products with a qty set here will appear on the keyboard 3rd Qty The qty of the PLU when sold at the 3rd price 2010 ICRTouch LLP 20 ICRTouch TMS When a 3rd price shift button is pressed only products with a qty set here will appear on the keyboard Stock PLU Code Descriptor Random Code 1 Heinken Prices Stock Terminal Flags Product Options Userfields GP Current Stock 10 00 Minimum Stock 0 00 Target Actual RRP Average Cost 40 00 46 88 2 83 1 70 Case Size 88 Pint Barrel v Shelf Recipe Recipe Link s 0 Shelf edge l
63. from here It is important to have a sufficient break down of different departments to make the reporting more meaningful 2010 ICRTouch LLP Maintenance 4 1 5 PLU Group PLU Group link names can be changed from here 31 2010 ICRTouch LLP 32 ICRTouch TMS Mix and Match 1 ICRTouch TMS has 2 forms of mix and match table Both operate discounts in the same fashion the difference lies in the way they are linked type 1 has the table number specified in the PLU ie the PLU points at the mix and match table Type 2 has the PLUS it is linked to in the table with 5 buckets that count PLUS linked to the table as they are registered with a quantity trip that kicks the table in So with type 2 tables the table points to the PLU Discount types are not unique per product ie one set discount type can be used for many items so a BOGOF can be used for both apples or pears and would not need one creating for each In this example is set for 2 items to be bought for the collective price of 5 Match I4 4 gt First Prior Next Number Descriptor Last 1 2 for 5 Mix amp Match Type Oty Required Amount Discount Rate z Set Price v Affects Tax Table VAT 17 5 v C Include items from checks Time Range C Only Available in Time Range Start Time End Time 2 500 C Include 2nd and 3rd item Applies
64. gins 97 Menu Level Names 56 Mix and Match 32 35 N Non PLU 40 O Open Check Report 94 Orders 70 P Parent Pay 129 PLU Drop Down Windows 29 PLU File Maintenance 18 PLU Groups 31 PLULists 29 PLU Programming 18 PLU Reports 80 PLU Stock 18 PLU User Fields 107 Points 62 Price Embedded Barcodes 40 Price Level Schedular 43 Printers 105 Promotions 43 Purchases 74 R Receipt Logos 55 Receive program data 8 Recipies 28 Recomended Order 70 Reindex 88 Report Designer 132 Reports 80 Reset All Sales Data 89 6 Sageline 50 122 123 125 Sales Reset 89 Scheduled Program Changes 11 Scrolling Messages 59 Send and Receive 8 Send Message to Terminals 84 Send program data 8 Setup 108 Shelf Edge Labels 76 144 Status Keys 52 Stock Labels 146 Stock Movement 27 Stock Take Terminal 110 112 113 114 115 116 117 118 119 Stock Taking 77 Suppliers 66 System Flags 42 ET Table Text 60 Tax Rates 45 Tax Table 45 Time Zone Reports 44 TMS Setup 108 Transaction Keys 51 U Un ZLock Terminals 86 User Access Rights 106 User Fields 107 Users 106 V VAT 45 View Journals 99 View Open Tables 94 2010 ICRTouch LLP Index 155 W Wastage 75 Weight Embedded Barcodes 40 Weighted PLU Codes 40 Z Read Terminals 12 Zero All Sales Data 89 2010 ICRTouch LLP
65. h LLP 108 ICRTouch TMS 8 5 TMS Setup Sales for Child PLU go to Master PLU The sales figures for a Child PLU a PLU with a Master PLU link are added to the Master PLU not the Child Barcode Ordering on PLU Reports PLU report are order by the barcode number not the PLU name Run as scanning system when importing PLU file PLUs outside of the set range are not imported Touch screen resolution Sets the keyboard allocation screen for 800x600 displays or 1024x768 screens Prompt for Login at restore from system tray If set then when restoring from the system tray TMS will prompt the user with the log on screen failure to supply a valid username and password will cause TMS to minimize back to the system tray 2010 ICRTouch LLP 110 ICRTouch TMS 9 HHT 9 1 User Interface Current menu item B DE TE 2 Product Check 3 Deliveries 4 Wastage 5 Informat ion B Communications Back key when menus Delete key for text input ex Toggles text input mode F8 Toggles between Barcode and Number lookup 2010 ICRTouch LLP HHT 111 Menu navigation can be achieved by using the up and down arrow keys the 2 enter keys and the clear key to go back a menu Direct entry into each menu can also be achieved by pressing it s corresponding number Products can be called up using the built in scanner by pressing one
66. ice shift Minus percentage v Deposit v House bon Price level shift Plus amount Pay account Y View open checks Menu level shift v Plus percentage Customering Y Edit Check Text Default Floor Plan Active clerks Exchange points Cust hot card Cash2 Key Default Price Level Default Floor Plan Level Employee Job Employee job 1 No Job Selected Employee job 3 No Job Selected v C Prompt to clock in at sign on C Compulsory clocked in Employee job 2 No Job Selected ml Employee job 4 No Job Selected This example below is typical for a new member of staff Not allowed access to modes other than Reg Sales mode Not allowed access to any programming and not allowed to do voids or cancels or refunds In addition they do not have a secret sign on number so would only be able to use their I Button 2010 ICRTouch LLP Maintenance 47 Edit Clerks M 4 gt E New Save Cancel First Prior Next Last Search iButtons Number Clerk Name iButton Number Secret Number 4 Haly o Clerk Control Allowed Modes Commision C Use 2nd drawer Auto sign off Reg C Program 1 Rate 1 Rate 2 C Clerk is manager C Comp order no C Refund C Program 2 10 00 1000 C Clerk is trainee Comp covers Ox Program 3 Allow to open other s checks C Comp check 02 C Program 4 Rate 3 Rate 4 v Allow to correct
67. into the right day Pick the date of the Z on the left Then press the Find Seq Num button which displays the sequence numbers for that day this is the individual poll In the following example its 178 and 179 Then you select the date you want to move it to then press Move Sales Data J Sales Data Date Changer BAX Please select date of ZReading Seq Number Please select date to move sales data too 28 08 2007 178 29 08 2007 v 179 Find Seq Num Move Sales Data 2010 ICRTouch LLP 96 ICRTouch TMS 7 13 Global Price Change Global price change enables you to change various sets of prices at all in one go all by pre determined amounts You can add PLUs by groups or departments and you can specify what price you change and by how much This can be done by Amounts percentages preset amounts or by copying from existing price levels You can also determine how TMS will deal with the rounding of prices At any time you can clear the list or discard changes Once you have completed the changes required click post prices to make the changes permeant In the example below products in the group drinks have been added but only those in the draught department To begin with the 1st price was changed by 10 with 0 10 rounding then the 2nd price was changed by 10 with 0 10 rounding Global Price Change PLU Select Pri
68. it to use the ini file as sepcified by filename eg INI backup ini A new ini file can be created by copying the contents under the BACKUP section from the TMS ini file this is useful if you want to backup different files by schedule or to an alternative path 2010 ICRTouch LLP Utilities 99 7 16 View Journals This enables you to see the journal information from each till that s been posted into TMS They are stored in date and till order and you can view any day that TMS has polled the data you can filter by the ZRead sequence number ViewJournal 03 07 2008 Seq Number Fiter E 10 07 2008 Terminal 77 i 22 07 2008 TOTAL 23 07 2008 PREVIOUS BAL NEW BALANCE LOYALTY TAKE FROM CARD SALE FINALISED ID 77000042 SALE ID 77000043 Jonothan Bowmer REG dug WEDNESDAY 14 MAY 2008 34 000043 1 HEINKEN 2 48 CANCEL 2 48 SALE FINALISED ID 77000043 SALE ID 77000044 Jonothan Bowmer REG dug WEDNESDAY 14 MAY 2005 34 000044 1 HEINKEN 2 48 TOTAL 2 PREVIOUS BAL 47 NEW BALANCE 45 LOYALTY TAKE FROM CARD 2 SALE FINALISED ID 77000044 James Johnson POINTS 0 OLD BAL 47 52 NEW BAL 45 04 2010 ICRTouch LLP Setup 102 ICRTouch TMS 8 1 Setup Branch Details Form for entering details of the branch like commiuncation settings If creating a new branch a button will appear called Populate from head office this
69. items from checks C Comp Cust Number C Manager O Program 5 0 00 0 00 C Defaults to floor plan Eat In Take Out Program 6 a EI C Last Item correct only Allowed Functions Level Defaults No sale New check v Suspend C Customer transfer Minimize ICRTouch Defalt Menu Level Error correct Old check C Paid out Rnw charge C Menu Shift 2 Default level C Void New old check Received C View cust detail C Media Exchange A C Cancel Check transfer Pricechange C Till watch Launch Batch File Default Price Level C Refund C Minus amount v Split check C Credit card capture Global Eat In T ake No price level change Price shift C Minus percentage Deposit C House bon C Price level shift Plus amount C Pay account Y View open checks Menu level shift Plus percentage Customering C Edit Check Text Default Floor Plan Active clerks Exchange points Custhotcard Cash2 Key Default Floor Plan Level Employee Job P An Employee job 1 No Job Selected Employee job3 Job Selected rompt to clock in at sign on C Compulsory clocked in Employee job 2 No Job Selected al Employee job 4 Job Selected Clerk Name This is the clerk name Secret Number This is a 4 digit secret number used for signing on If this is set to zero then the clerk cannot be signed on by using secret number Default menu level at sign on When set the clerk wil
70. k has full access to the programming on the ICRTouch System and is also able to carry out X Z reads as well as being able to carry out more basic functions such as no sales error corrects and voids This is the typical set up for a Manager or Supervisor Note they also have a Secret Sign on Number in the event of not having their I Button to hand 2 Edit Clerks X M 4 E New Save Cancel First Prior Nest Last Search Buttons Number Clerk Name Button Number Secret Number 1 Read 1 Matthaus SBODODOBSAEDAAD 1105 Clerk Control Allowed Modes Commision C Use 2nd drawer Auto sign off Reg Program 1 Rate 1 Rate 2 X Clerk is manager C Comp order no Refund Program 2 0 00 0 00 C Clerk is trainee Comp covers x Program 3 Ys Allow to open other s checks CI Comp check 2 Program 4 Rate 3 Rate 4 Allow to correct items from checks Comp Cust Number Manager Program 5 10 00 0 00 C Defaults to floor plan C Eat In Take Qut Hogani C Last Item correct only Allowed Functions Level Defaults No sale New check Suspend v Customer transfer Minimize ICR Touch Defalt Menu Level Error correct Old check Paid out v Rmv srvc charge Menu Shift 2 Default level Void New old check Received v View cust detail Media Exchange j Cancel Check transfer Price change v Till watch Launch Batch File Refund Minus amount Split check Credit card capture Global Eat In T ake No price level change Pr
71. l be shown at the bottom of the button Minimum Stock The minimum stock level Error at minimum stock When the stock level reaches the minimum stock level then the software will throw up an error message Inhibit Sales Below Minimum This prevents products from being sold when their stock counter falls below their minimum stock level Commission rates Commission 1 to 4 Determines whether the clerk receives commission on this product based on the commission rates stored against the clerk Kitchen printers KP1 8 This selects which KPs the product will be printed to Print to KV1 amp KV2 This selects which kitchen videos the product will be displayed to Print in Red on KP When set the product will appear in red when printed on a kitchen printer 2010 ICRTouch LLP Maintenance 25 PLU Code Descriptor Random Code 1 Heinken Prices Stock Terminal Flags Product Options Userfields Department 21 DEPT 21 Option windows 0 No link y PLU Group 21 GROUP 21 v 0 No link v 0 No link X KP Category 1 CATEGORY 1 Y 0 No link Set Menu 0 No link y 0 No Set Menu Link y 0 ek Mix and Match 1 Windows Stay Until ESC 0 No link C Zero Price List Link 6 Tax 0 No Tax Department Link This is the sales department that the product is linked to PLU Group Link This is the sales group that the product is linked to KP Category Products that print to a kitchen
72. l go straight to a specific menu level when they are signed on otherwise they go to the default for that terminal Price level at sign on When the clerk signs on it goes straight to a specific price level Defaults to floor plan at sign on When the clerk is first signed on at the beginning of a sale the clerk will go straight to the floor plan Default floor plan level Sets the level on the floor plan that this clerk defaults to when it enters the floor plan A setting of zero will mean that the clerk will go to the level set for that terminal Compulsory Order Number Entry Means that the clerk has to supply an order number each time they do a sale 2010 ICRTouch LLP 48 ICRTouch TMS Compulsory Number of Covers Means that the clerk has to supply the number of covers each time they do a sale Compulsory Check Number Means that a check or table number must be entered before beginning a sale Prompt for customer number When set the unit will prompt for the operator to enter a customer loyalty etc number at sign on The customer can still be logged on using all the usual methods at this point eg mag card Prompt for Eat In Take Out The system will prompt with a list of all Eat In Take Out keys found in the status key file Sign Off Clerk at Close of Sale Means that when the clerk finalises a sale they will automatically be signed off of the till Allow to Open Other Clerk s Checks Means that the
73. l make sure that the data in the report is up to date Scroll Records Allows you to scroll through the pages of the report 2010 ICRTouch LLP 136 ICRTouch TMS 11 1 1 3 Keyboard Shortcuts General shortcuts Shortcuts for general operations allow you to Crtl N Creates a new blank report Crtl O Open another Crystal reports 8 5 report 5 Saves a Crystal reports 8 5 report Crtl X Exits the program 2010 ICRTouch LLP Report Designer 137 11 1 2 11 1 2 1 11 1 2 2 Placing Data on the Report Adding Database Fields Much of the data placed on a report are database fields displaying data as it is stored in the database Normally database fields will be placed in the Detail section but under certain circumstances they will be placed in other sections of the report Direct Access database files ICRTouch Reports can access many of the most common PC database formats directly In other words the program has the built in capabilities needed to directly open database files and tables designed in dBASE FoxPro Clipper Btrieve Paradox and Microsoft Access among others Adding a Database field 2g plureport ES INDEXNUMBER ES PLUNUMBER ES RANDOMCODE ES DESCRIPTOR ue GROUPNUMBER gt GROUPDESC ES DEPTNUMBER ES DEPTDESC SALESQTY ES SALESVALUE ES BRANCHNUMBER pludetails E tax 3 plu From the Field Select pane on the left hand side exp
74. llows you to use Enter 150 for 2009 160 for 2010 170 for 2011 Sage Install Path this is the installation directory for your copy of Sage This can be found in Sage under help about system information Click on directories the path you need to enter is listed under data directory Options 2010 ICRTouch LLP 124 ICRTouch TMS Post EOD Sales determines whether the end of day sales collected from the ICRTouch terminals is posted into Sage Post to Account ID When set end of day sales data is posted as invoices using this account If this is left empty then end of day sales data is posted directly into Sage s journal as nominal code adjustments This must have an account set if you are posting to Customer Transaction Detail into Customer Accounts If you are posting to accounts dept group sage codes should be product codes if you are posting directly as journal adjustments then they should be nominal codes Post in Drawer Totals Posts the 8 in drawer totals into the bank accounts The bank account codes are set in Fixed Totaliser programming Use Polling Date Records the date for transactions as the date that TMS has stored for the polling when not set transactions are posted as now Dept for Sales For invoice posting overrides the revenue dept that is set on the product code leave as 0 to use the dept that s set For nominal code posting this is the dept that the sales will be po
75. ls Creating a Simple Report This is a step by step guide to creating a PLU Price List report for TMS To create a new report 1 Select File New Crtl N A blank Report will appear in the design tab 2 In the Field View select database fields right click and select add database to report Main Report B Database Field Formula Fields Database Fields Parameter Field Add Database to Report Group Name Fie E Running Totalf Log On Off Server Special Fields Help Unbound Fields Cancel Menu r 3 Next select the database that you want to add to the report from the prompt select Database Files Find Database Files Find the plu db normally c program files icr tms data then double click in the data explorer so a green tick appears on the database overwise it will not be added to the report Data Explorer 3 Current Connections Favorites History obec Y Database Files 5 Find Database File 89 plu DB GE plu J More Data Sources Data Explorer Browse through the folders to find your data source s tables Select and Add tables that contain data you want to report on You can also double click a table to add it Options On closing the form the visual link expert will be displayed click ok for now see later on for more info on the visual linking expert 4 Once the database has been added the next step is to add the fields to the
76. m being printed on receipts and bills usually used for cooking instructions Weight PLU The price is per Kg not Qty Allow Manual Weight Entry Allows the weight to be entered at time of sale Selective Item 1 to 5 This is used for selective discounts with customer loyalty and discount buttons Print to ticket printer 1 Will print a ticket from ticket printer 1 this is configured in device connection on the terminal Print to ticket printer 2 Will print a ticket from ticket printer 2 this is configured in device connection on the terminal Enable Preset Override When set prices can be typed into the button for misc buttons etc High digit limit When enable preset override is enabled you can restrict the amount of digits that can be entered onto the PLU setting this value as 3 would allow prices up to 9 99 to be registered Prompt with Picture A jpg of the PLU can be displayed when sold or when enquired about Print to KP1 KP8 This selects which KP s the product will appear on Print in Red on KP When set the product will appear in red when printed on a kitchen printer Single item sale When set the PLU will automatically finalise the sale after registering Only applies when it is the first PLU registered in the sale The finalise key record that is used can be preset in Maintenance System Programming System Flags PLU Control Set menu premium item uses 3rd 2 When this item is registered as part
77. mPLUGroup ToPLUGroup Contains the PLU group range FromCustomerNum ToCustomerNum Contains the customer range as a number FromCustomer ToCustomer Contains the first and last customer selected as a name Supplier Contains the selected Supplier UserField1 UserField2 UserField3 UserField4 amp UserField5 Contains the contents of the selected user fields filter LaunchExe Is an advanced function that forces TMS to launch the application specified in the text of the formula field prior to starting the report This can be used for example for populating a temporary database with extended information before building a report Adding a predefined formula to a report If you what to include one of the formulas on your report first highlight the formula Fields heading in the Field Select pane right click and select new from the drop down menu Main Report f Database Fields X1 Formula Field Parameter A Formula Fields pc El Group Name Running Tote ge Special Fields Help ht Unbound Fiel Cancel Menu 2010 ICRTouch LLP 150 ICRTouch TMS When your prompted for a name enter the name of the predefined formula that you wish to add to the report this is case sensitive Main Report f8 Database Fields X1 Formula Fields Profit ES ReportParms a5 Profit GroupProfit CurSymbol DisplayBranch Parameter Fields E Group Na
78. me Fields X Running Total Fields Special Fields gt Unbound Fields Once you have set a name then you can expand the formula field list by clicking on the Select the formula left click and drag it onto the report at which point a red tick will appear next to the formula 2010 ICRTouch LLP Report Designer 151 11 3 3 Visual Linking Expert You link databases so records from one database will match related records from another When you link a field is used that is common to both databases The program uses the link to match up records from one database with those from the other Use Visual Linking to link two or more databases together When you choose the Add Database to Report command from the Database menu and select an additional database The Visual Linking Expert appears and displays the additional database To create links manually drag a field from one table to a field in another table If successful a link line is created If unsuccessful a error message will be displayed Note You can link tables by table name or by secondary key information 2 Visual Linking Expert Link together the tables you added to the report Linking is needed to match records of one table with corresponding records of another table pludetails BNUMBER Arrange T ables PLUNUMBER D BRANCH RANDOMCODE i 1 UNITCOST DESCRIPTOR TARGETPROF gt GROUPNUMBER Price1L1 USERFIELD1 C GR
79. nclude sales from 22 00 up and including 22 59 but NOT 23 00 Up to 50 time ranges can be set Detail Links Select the sales information that you d like to appear in the time zones here Up 100 items can be included In the example below if added to the End of Day Z report the customer would get a print showing NET Sales in each and every hour Time Zones Time Zone Details 01 00 03 00 04 00 Detail 05 00 Link No File Record 06 00 Fixed Totalizor v sales 07 00 08 00 09 00 10 00 11 00 12 00 13 00 J X Cancel 2010 ICRTouch LLP Maintenance 45 4 2 7 Tax Table Descriptor Name used for the tax rate Rate This is the rate 4 digits after the decimal point is assumed Add In VAT if no Add On When set to yes it is assumed that all amounts already have tax in them and any calculated amount is calculated out of that When set to no it is assumed that all amounts do not include tax and so it is added on by the till at the end of each sale 2010 ICRTouch LLP 46 ICRTouch TMS 4 3 Clerk 4 3 1 Clerks TMS is very useful for configuring what a clerk can or cant do on the system Every configurable option for each clerk is presented on one page and represented by tick boxes It is simply a matter of ticking or un ticking what you do or don t want the clerk to be able to do As we can see from the example below the cler
80. ng labels Build a list Allows manual select of PLU Destination You can view what will be printed allowing the user to select individual pages to be printed or have it print straight away 2010 ICRTouch LLP Stock 7T 5 6 StockTake ICRTouch TMS Stock Take Procedure 1 Print stock take sheets These can be found in the reporter generator and can have all the usual filters applied to them 2 Start Stock Take This freezes the stock At this point collections from the tills deliveries etc no longer affect the stock counter they are instead stored in a temporary buffer where the adjustments will be held until after the stock take is complete 3 Count the stock filling in the stock take sheets Ideally this needs to be done at the same time as the freezing of the stock 4 Enter the counted stock into the system Multiple stock takes can be entered but you should ensure that only one stock count is entered for each item otherwise the count of the last one entered will be taken A stock variance report can be printed at any time by using print key on the stock take form 5 Update Stock This updates the stock in the system with the stock counts entered into the stock take It then applies all the adjustments collections deliveries etc that have happened since the stock was frozen There are 2 methods of updating the stock after a stock take a A full update of the stock file This involves setting AL
81. oicing When using invoices they must be checked printed posted from within Sage itself 2010 ICRTouch LLP Interface 10 1 2 Configuration Sage Config UE Connection Detale Username Password gt Gage install path L vdocuments and settrigs all uiers apphosbon dala sage accounts 2009 Upbons Tax Codes 7 Post EOD sales Department fot sabes ll Sage 0 Not T9 ont bo Auscount ID Zero Ate 10 mus Details title for sales Fuel 53 12 v Poat i Drawer 13 v Use Poling Date 14 15 16 17 T8 T3 Post Customer Ace Detala C Post using PLU Groups F Post Automatically Emal v F mail Pets C Oriy fee Faros o Warning From hs play nan From eme To email Sage Posting rage mydomsin com tupportGmydomen coer SMTP Server Pot Username Password smip medoman com 25 user aya Save Cancel Connection Details 123 Username and Password this is the user name and password that will used by TMS to access to communicate with Sage It is advisable to create a new user specifically for this purpose Username Sage user name if no name has been configured in Sage enter Manager Password Sage password If no password has been configured in Sage leave blank SDO Ver this is version number of Sage Data Objects that TMS is talking to The Maximum number indicates the latest version that your TMS licence a
82. oss Tab Subreport 1 Line Box Help b Chart Cancel Menu es Hyperlink Select the desired picture file from the standard file dialog and click open to return to the report An object frame appears with the picture inside ready to be positioned Final step is to position the picture object where you want it to appear in the report 2010 ICRTouch LLP 140 ICRTouch TMS 11 1 2 4 Adding Special Fields To display information such as Page Numbers Print Date and Report Comments To Insert a Special Fields Expand the Special Fields header click on the in the Field Select pane Main Report Database Fields 4 Formula Fields Parameter Fields Group Name Fields X Running Total Fields special Print Date eS Print Time ES Modification Date ES Modification Time Data Date Data Time g Record Number g Page Number g Group Number amp Total Page Count ES Report Title amp Report Comments amp Record Selection Form g Group Selection Forme ea File Path and Name ea File Author File Creation Date Page N of M Unbound Fields Left click on the field you wish to add to the report and drag it to where you what it on the report 11 1 2 5 Adding Text Objects Text objects are used in reports for a multitude of purposes They are a powerful way of inserting titles labeling summaries and other data on your report and of e
83. ount Rate 1 All Products 96 discount rate When set all products are discounted by this rate This is for the set of discounts that are used for the 1st visit during the week Discount Rate 1 Selective Item 1 amp 2 96 Discount Rate When set discounts are given only for PLUs that have the matching selective itemiser set This is for the set of discounts that are used for the 1st visit during the week Discount Rate 2 All Products 96 discount rate When set all products are discounted by this rate This is for the set of discounts that are used for all subsequent visits that week Discount Rate 2 Selective Item 1 amp 2 Discount Rate When set discounts are given only for PLUs that have the matching selective itemiser set This is for the set of discounts that are used for all subsequent visits that week Day to Reset to Rate 1 This specifies which day of the week is classed as the start of the week Loyalty Type 4 Borellis This loyalty scheme will track the amount customers spend When a certain level of spend is reached they are then credited with an amount that can subsequently used against future purchases For example you could set it that every time the customer has spent 100 not necessarily in one transaction that the till will credit their loyalty card with 5 which can then be used against future sales 2010 ICRTouch LLP 64 ICRTouch TMS When a discount is due on their next
84. port 28 09 2007 Fixed Totalizers Departments TEXT NET sales GROSS Sales CASH in Drawer CHEQUE in Drawer TOTAL in Drawer Refund oid TI Deposit Total Covers SALES 10p GT Net GT Gross GT All ve BEERS SPIRITS HOT DRINKS WINES COCKTAILS DELI MENU APPETISERS SUNDAY LUNCH FOC HOT DRINKS DEPT 30 DEPT 33 UANTITY VALUE 50 6 012 36 1457 6 022 13 49 6 010 06 1 2 30 50 6 012 36 18 14 87 25 2 00 50 0 00 7 0 00 50 6 012 36 54 6 022 13 79 6 099 52 3 25 57 4 5 15 1120 1 234 78 48 222 22 52 238 76 34 155 58 63 222 22 1 7 50 38 76 27 49 3 823 28 1 8 70 1457 6 020 13 2010 ICRTouch LLP Communication 11 2 3 Schedule Program Changes This form allows you to specify the sending of various parts of the system to ICRTouch at any given time This would enable you for example to change your prices over the course of a week before they are due and then set a time that they are automatically sent to the tills Click add Followed by selecting the part of the program you wish to send Specify a date Specify a time Select from the drop down which branch you wish to send to Then using the drop down specify the frequency of the event eg weekly monthly or daily If you wish to remove an event you can do so by clicking into the range of cells on the line you wish to remove and then click remove 4 Schedule Program
85. program files icr tms reports stock Shelf Edge Label rpt Multibranch version and installed in the default location 2 To increase the width of the label right click on the report and select format section details layout Adjust the width to correspond with the size of the labels If there are any horizontal or vertical gaps between labels these can also be adjusted Section Expert Sections Insert Merge l Common Color Layout Report Header Detail Size Page Header width Details Page Footer Report Footer Gap Between Details Horizontal 0 501 Vertical 0 501 Printing Direction Across then Down C Down then Across Format Groups with multiple column 3 Extra fields can be added from the database fields on the left hand side left click on the field you wish to add and drag it to the section you wish to add it to 2010 ICRTouch LLP Report Designer Main Report SA fDatabase Fields 8 plulistreport ES INDEXNUMBER eS PLUNUMBER ES RANDOMCODE ES DESCRIPTOR ES GROUPNUMBER ES GROUPDESC a DEPTNUMBER ES DEPTDESC ES BRANCHNUMBER 83 plu 85 pludetails BE dept 85 plugroup 145 2010 ICRTouch LLP 146 ICRTouch TMS 11 2 3 Editing the Stock Label Report Insert Format Section 1 Open the stock Label report from c program files icr tms sysrep stock stocklabels rpt default location 2 The detail se
86. re also reports available under the PLU Activity header on the report form Shelf Location Facings Shelf edge label Each time the stock level of aPLU is changed via sales order delivery transfers stock takes manual input the current stock level is recorded along with date time the quantity etc This will allow you to review all stock movements per PLU PLU Activity 10 08 2008 13 00 46 10 09 2008 13 01 35 10 09 2008 13 02 10 10 03 2008 13 02 49 10 08 2008 13 11 57 10 09 2008 13 12 30 10 09 2008 13 12 30 10 09 2008 13 12 33 88 00 88 00 10 00 65 00 88 00 78 00 65 00 88 00 136 40 136 40 154 00 24 80 161 20 135 40 120 90 100 75 1 55 1 55 1 55 1 55 1 55 1 55 1 55 1 55 88 00 88 00 176 00 166 00 166 00 88 00 88 00 23 00 User Adjustment EditPLU Form 0 Ordered 1000080 0 Delivered 1000080 0 77 Sale 381 77 StockTake 46 0 StockTake Variance 46 0 Stock Take Frozen 5 0 0 2010 ICRTouch LLP 28 ICRTouch TMS 4 1 2 Edit Recipe Recipes are items that are not held as stock items as a whole but are made up of separate Stock Items A PLU will need setting up to link to the recipe to allow it to be sold the PLU will not hold a stock figure A very simple example can be seen below It would enable the customer to sell a double vodka redbull at a price that differs from the parts individual price while maintaining
87. reakdown of Net sales In drawer totalisers refund totals etc Eixed Totals Clerk List List of all the current clerks with there log on number and assigned iButtons Clerk Sales Breakdown per clerk of Net Gross Cash in Drawer etc Customer Balances List of all customers and there balance to make sure that the balances are up to date go to utilities gt update customer balances Cust Trans with Detail Customer Transaction with Detail shows to item level what customer have been buying over a date range Cust Trans No Detail Customer Transaction with Detail shows to finalise level Profit Report by Department Breakdown per department of cost qty sold total sales value and profit Profit Report by PLU Group Same as above but for PLU Groups Department Sales List of all department with a qty and total sales value for each Finalise Key Sales Shows each finalise key cash chq credit card etc usage and value Fixed Totaliser Sales Fixed Totaliser Sales PLU Group Sales List of all PLU groups with a qty and total sales value for each PLU Current Stock List of all PLUs and there stock level PLU Price Level Sales Qty and sales value by price level 2010 ICRTouch LLP Utilities 82 ICRTouch TMS 7 Utilities 7 1 View Live Journal This utility enable you to watch the live journals of up to six tills that are part of the network First select the till number in by clicking on the down arrow and s
88. reating your suppliers and case sizes assigning them to the products and inputting of costs In the example below 4 cases of Fosters have been delivered Due to the system already being told that 1 case of fosters equates to 88 pints TMS knows that it will need to increase the stock count by 4 x 88 as represented in the TL Qty field by the 352 00 You can save an order at any point and edit it or reopen it Only when you are 100 satisfied that its completed should you post the order This will then freeze the order and move it onto the next stage which is deliveries DG x New Open Save Post Cancel Order ID To Branch ReDrder Recommend 4 Order Supplier Build List For M Build List For This Supplier All Suppliers J Add a PLU X Remove PLU Eg Remove All Notes 1 4 FOSTERS 352 00 219 12 New Will generate a new order Open Will open an order 2010 ICRTouch LLP Stock 71 Save Will save the current order This doesn t affect stock levels Post Will accept the order Once the order has been post you will be unable to edit it Cancel Will cancel any changes made to a order Print Will print the current order Build list for supplier Once you have selected a supplier you can add all the PLUs linked to that supplier Build List for All Suppliers Will add all PLUs that have a link to a supplier Add PLU Allows a single PLU to be added to the order Recommend Order Will
89. rice is found to be incorrect Code 5770262407183 Scientist Price 2 35 Stock Req SEL When Req SEL is ticked the product will be flagged to have a new shelf edge label generated by TMS To check a 2nd product simply scan or key a new code Clicking Finished close s the form and goes back to the main menu 2010 ICRTouch LLP 114 ICRTouch TMS 9 4 Delivery Deliveries can be prepared using the HHT by selecting the delivery option from the main menu Delivery Note Cancel The unit will ask for a delivery note number if necessary this can be edited in TMS at a later date Code 5770262407183 New Scientist Cases s Units o Total Scan or key in the item barcode then enter how many cases and units have been delivered The save button commits the delivered item to the delivery ready for the next Cancel clears the form if the code box is empty when the cancel button is selected then the form is closed and the delivery finished Multiple deliveries can be created on the HHT Deliveries can be edited once in TMS prior to processing these will be found in the Stock Deliveries 2010 ICRTouch LLP HHT 115 9 5 Orders Orders can be prepared using the HHT by selecting the order option from the main menu Notes Notes can be stored against the order this can be edited at a later date once it s in TMS Code 9770262407183
90. ricts remote access to this connection You would now normally use this setting if TMS is communicating with ICRTouch terminals over the internet IPX This is retained for legacy support with the 16 bit DOS version of ICRTouch and is also supported by all Win32 versions though not WinCE You cannot configure IP addresses ICRTouch terminals are automatically detected You wouldn t normally use this method though can be employed if for any reason you are having trouble using IP The IPX SPX protocol must be installed at both ends Serial Modem You can connect TMS to ICRTouch using a NULL modem cable though it wouldn t be a typical thing to do You would use this if you were connecting to ICRTouch using a PSTN modem FTP ICRTouch can be configured to upload it s sales data to an FTP server at night where TMS will collect it next morning The reverse also applies to program changes You would normally use this with a large multi branch estate of terminals Advanced 2010 ICRTouch LLP Setup 103 Configuring IP Addresses in Advanced For UPD IP and TCP IP you may need to configure IP Addresses for each of your tills This can be either an ip address or a host name and can include a port number by specifying it using a colon to seperate the 2 If no port number is specified then the standard ICRTouch port number is used 5555 examples are 192 168 0 12 192 168 0 12 30101 mydomain dyndns org 30501 If you
91. rt Sales lt 10p GT NET GT GROSS GT ALL Meaning Total value of all finalised sales Includes tax premiums and discounts Minus corrections refunds etc Total value of all items registered Minus any tax premiums or discounts refunds voids corrections etc Money in drawer total destination set on finalise keys for amounts tendered and change amounts Total for the above Total of training mode sales none of this total appears in any other totals Total of REFUND mode sales Total of Refund and void operations Total of all discounts Total cash back given on EFT sales Total of all gratuity given on EFT sales Total covers and average sale per cover Total of value of service charge Total of declared amounts Total of over declarations Total of under declarations Total of all sale transactions made with a total of less than 10p Grand Total of NET Sales Grand Total of GROSS Sales Grand Total of all positive sales i e refunds etc do not come off of this 2010 ICRTouch LLP Maintenance 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 EURO in Drw 1 EURO in Drw 2 EURO in Drw 3 EURO in Drw 4 EURO in Drw 5 EURO in Drw 6 EURO in Drw 7 EURO in Drw 8 EURO TI in Drw Cur Exchnge 1 Cur Exchnge 2 Cur Exchnge 3 Cur Exchnge 4 Commission 1 Commission 2 Commission 3 Commission 4 Reval Upload 39 Money in drawer totals for EURO sub currency Total for the above
92. s The maintain margins form allows you to globally adjust your target GP or average cost you can filter this by supplier department or group Once an adjustment has been made the proposed changes will be displayed you can then select whether you would like to apply these changes or discard them per product The target GP or average cost can be adjusted by adding or subtracting a percentage adding or subtracting a set amount or simply using a set value Changes are only committed once the save and exit button is clicked 2010 ICRTouch LLP 98 ICRTouch TMS 7 15 Backup TMS With this part of TMS you can backup or restore the system You can specify the backup path the file name to backup to Also you have a choice of what information needs to be included within the backup set by tick boxes Backup ICRTouch TMS Backup Restore Files Database O Archive Files Backup File Program Files backupWOR Touch TMS 280907 tbk Reports System Reports Backup Path Licence File C Program Files x86 ucntmsl gb 9 Important If you are restoring data then you should ensure that TMS is closed immediately prior to this Command Line The TMS Backup utility can be called from a command line for automated backups Parameters are DOBACKUP NOERRORS INI filename DOBACKUP Forces a backup and then close NOERRORS Tells it not to report errors to the display INI filename tells
93. s Filters Date Range ECR UnpaidCustReport Used for customer statements unpaid list ReportList This database holds a list of all the reports there name and location Used by TMS to build the list of reports on the report selection form not for use in reports Note this list is not definitive as new report databases are added from time to time Most databases ending with the file name report db are temporary report databases 2010 ICRTouch LLP Report Designer 149 11 3 2 TMS Special Formula Fields When TMS builds a report it looks to see ifthe report contains any preset formula If it does TMS will pass the report different information depending on the formula Below is a list of the predefined formulas ReportParms This contains what filters have been applied to the data on the report The filters that can be applied to a report depend which report database has been added to the report CurSymbol When the report is run this formula contains the currency symbol that is set as default in windows Control Panel Regional and Language Options Customize Currency Currency Symbol DisplayBranch This formula contains the branch name and number FromBranch ToBranch This formula contains the branch number from the from branch and to branch combo box on the report selector form FromDate ToDate Contains the date range in the format dd mm yyyy FromDept ToDept Contains the department range Fro
94. sale it is also printed in large at the bottom of the customer receipt Discount Given This is the amount in pounds that is awarded to the customer when they reach the spend limit Spend Required for Discount This is the amount that the customer has to spend before they are awarded their discount Only Auto Receipt if Discount Due When receipt printing is set to automatic for all loyalty sales the receipt will only automatically print if they are to be awarded a discount on their next sale Loyalty Type 5 School Meals This loyalty scheme is aimed at schools colleges The customers account is incremented by the free meal entitlement each day If the customer doesn t use they entitlement in a day then the remainder is removed at the end of the day A customer is able to add to the account as normal which is unaffected by the increment decrement of the entitlement Free Meal Entitlement The amount that is charge onto customer account each day Can Only Sign on During Time Zone If set to yes will allow start and end time to be set as well as which days it applies to for 4 different time zones Use morning spend limit When set there is a limit to what the customer can spend on their card in the morning Morning Spend Limit Sets the morning spend limit Morning End Time Specifies the end of morning Use daily spend limit When set there is a limit to what the customer can spend on their card throughout the whole day this
95. sed for customer report that use the normal filters Filters Date Range ECR Also if apply filters is tick on the Report filters form then the following customer account filters are applied From Customer Number To Customer Number DeptReport db Used for department sales reports Filters Department Range Date Range ECR FinaliseKeyReport db Used for finalise Key sales reports Filters Date Range ECR FixedTotalizorReport db Used for Fixed totaliser sales reports Filters Does not print setting Maintenance System Programming Fixed Totals Date Range ECR PLULevelReport db Used for PLU sales reports by price level Filters PLU Group Range Department Range Date Range ECR PLUListReport db Used for PLU Report includes all PLUs e g PLU price list Filters PLU Group Range Department Range 2010 ICRTouch LLP 148 ICRTouch TMS PLUReport db Used for PLU Sales Reports consolidation of all Price Levels Filters PLU Group Range Department Range TaxReport db Used for Tax reports with totals taken direct from ICRTouch Filters Date Range TimeAttendanceAuditReport db Used for a list of time and attendance clock in out Filters Date Range TimeAttendanceReport Used for hours worked reports Filters Date Range TimeZoneReport Used for sales report of the time zones sent from ICRTouch Filters Date Range ECR TransactionKeyReport Used for transaction key sales report
96. sted as Details title for Sales This doesn t do anything Post Customer Acc Details Creates invoices using items sold in the customer transaction history Post using PLU Groups posts using PLU groups sorting and codes when not set department sorting and codes are used Post Automatically When set Sage posting is performed immediately at the end of each z reading from the terminals Note if the polling is set by Schedule then no results dialog will be shown Tax Codes Contains the ICRTouch TMS to Sage tax code mapping Email Contains email settings to allow the Sage Interface to automatically dispatch an email containing the results from each posting Codes used for Posting Dept and PLU Group sales totals are posted using the codes configured on the Dept PLU Group window If you are using journal transaction posting ie an empty Account ID field then these codes should be output nominal codes If you have the system generating invoices then these need to be valid sage product codes In Drawer totals are posted using bank codes eg 1200 1250 etc These can be configured in fixed totaliser programming For creating invoices from customer transaction history information you need to set the account ref for the customer in customer programming 2010 ICRTouch LLP Interface 125 10 1 3 Important Information Based on the testing done the information contained in this document is assumed to be accur
97. ted or the percentage to be discounted Affects tax table Sets a tax table that the amounts come off of Include 2nd and 3rd items Includes item when used in 2nd and 3rd 9 Include items from checks If yes mix amp match applies to check items PLU No 1 30 Specify up to 30 PLUs in the table Applies to bucket no Specifies the bucket quantity that this PLU adds to Only available in this time range Allow a time range to be set for Mix and Match Start Time Range Sets start time of range 24 hour clock End Time Range Sets end time of range 24 hour clock 2010 ICRTouch LLP Maintenance 37 4 2 System Programming 4 2 1 Fixed Totals These are the main financial totalisers that are used in reports Setting a totaliser to be non resetable will mean that when 2 report of this file is taken the totals in this record will remain Setting a totaliser to not print will mean that when the report is printed this record will be omitted 2010 ICRTouch LLP 38 ICRTouch TMS No 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Descriptive NET Sales GROSS Sales In Drawer 1 In Drawer 2 In Drawer 3 In Drawer 4 In Drawer 5 In Drawer 6 In Drawer 7 In Drawer 8 Total in Drawer Training Mode REFUND Mode Refund Void Total Discount Total EFT Cash back EFT Gratuity Covers Service Charge Cash Declared Cash Dec Over Cash Dec Sho
98. to the selected database by right clicking As demonstrated in the following example File Import pen File to Import Import File BEE Be TBT7665 BLK38 TBT796 BLK32 TIE 420 RwR48 TPHO10 WHT13 TPHO10 WHT14 TPHO10 WHT14 5 TPHO10 WHT15 TPHO10 WHT16 TPHO10 WHT17 TPH210 WHT14 TPH210 WHT14 TPH210 wHT14x TPH210 wHT15x TPH210 WHT16x 810 WHT12 5 010 11 TSPO10 wHT11x TSPOI0 WHT12 TSPO10WHT12 TSPO10WHT13 TSPO10WHT13 C Empty target DB C Ignore 1st line 5051081025050 5051081025111 5051081025135 5051081031631 5051081031648 5051081031655 5051081031662 Target database Available fields DAR FIELD COLUMN 1 Number Descriptor Price1L1 RandomCode 2 3 4 2010 ICRTouch LLP Utilities 91 7 9 Export Allows Information in a database to be exported to a CSV file You can select from the following databases PLU PLUDetails Department PLU Group Clerk Customer Suppliers Use Quotes This will place quote mark at the start and end of each segment of the record with quotes 1 PLU 1 1 25 without 1 PLU 1 1 25 Include field headers This will add field headers as the first line in the CSV file With field headers Number Descriptor Price1L1 1 PLU 1 1 25 Once a database has been selected then you select the field s you wish to export out of the database There are two methods of doing this option one is to select the fields from the
99. when the message is displayed Bottom Message Pole Display Message This message can be up to 24 characters depending on the type of customer display This message is shown on the bottom line of the customer display while messages are scrolled on the top line 2010 ICRTouch LLP 60 ICRTouch TMS 4 5 6 Check Text This file contains permanent names that are given to checks when the checks are first opened For example Checks that are rooms can be permanently given the name of the room or tabs could be permanently given the customers name Check Type Select whether it is check or table Check Number Enter the number of the check or table in here Text Enter up to 40 characters of text to be set on the check when it s open 2010 ICRTouch LLP Maintenance 61 4 6 Customer 4 6 1 Customers Forename The forename of the customer is put in here This will appear on customer reports receipts etc Surname The surname of the customer is put in here This will appear on customer reports receipts etc Title The title of the customer is put in here Initials This initials of the customer are put in here Number This is a 15 digit random number that can be used to open the customer using a customer number button flagged to look for the random number field Customer Group This is the group that the customer is linked to for programming purposes Address 1 to 4 These are

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