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NuVisions Networks
April 2002
SurePOS 500 Manual May 8, 2002 Page 2 of 20
Table of Contents
Introduction ...........................................................................................................3
Icons................................................................................................................................ 4
Basic Operation ....................................................................................................6
Manager’s Mode ...................................................................................................7
Creating and Editing Menus ........................................................................................... 7
Changing Button Labels ............................................................................................... 10
Creating, Editing, or Deleting Passwords ..................................................................... 10
Reports .......................................................................................................................... 10
Information about Saved Transactions ......................................................................... 11
Operator’s Mode .................................................................................................11
Change Menus .............................................................................................................. 12
Card Inquiries................................................................................................................ 12
Download Saved Transactions...................................................................................... 13
Ringing up Sales ........................................................................................................... 13
Ringing Two Customers ........................................................................................... 14
Completing the Transaction.......................................................................................... 15
Using the SurePOS 500 Setup Program.............................................................16
NuVisions Networks Group Setup Sheet ............................................................19
NuVisions Menu Setup Form ..............................................................................20
SurePOS 500 Manual May 8, 2002 Page 3 of 20
Introduction
The SurePOS 500 Point of Sale Terminal is a full functional computer built upon
a Windows 2000® operating system. The terminal is completely capable of
being included in the domain and has full networking capabilities. The SurePOS
500 program can be modified to run not only on the terminal, but also on any
Windows 2000® computer to allow for easy menu programming.
When modified to operate on a regular computer the cash drawer, customer
display, and printer controls are disabled, but the manager programming controls
and server networking capabilities are left intact.
The system operates in two different modes – manager’s mode and operator’s
mode. While in manager’s mode, passwords can be set, menus can be created,
display button labels can be modified, and reports can be printed (no printing
while set on a regular computer). While in operator’s mode, menus can be
changed, sales can be rung up, and offline transactions can be downloaded.
Below is a depiction of the SurePOS 500 in manager’s mode -
SurePOS 500 Manual May 8, 2002 Page 4 of 20
You can tell that it is in manager’s mode because there is an exit button on the
bottom left and a report button on the bottom and the obvious “Manager Logged
On” in the display. A manager cannot ring up sales. To ring up sales an
operator must be logged on.
The Point of Sale Terminal has a touch screen to replace a mouse and all items
require only a single touch. When using the touch screen to use the operating
system after exiting the program a double tap on the screen will act the same as
a double mouse click. When in manager’s mode the optional keyboard should
be attached.
The POS will allow two operators to be logged on at the same time and will allow
each operator to ring up two customers simultaneously. This will allow one
customer to search for their ID card or money while the next customer is being
assisted.
Under the screen is a port for the keyboard as well as the on/off button.
Icons
Before going any further, I will go over each of the icons one at a time. Along the
right hand side there are six icons; each icon will provide the following operation
when tapped:
Will print a receipt if the POS is not set to print a receipt after every sale.
Along the bottom there are eight icons (when in manager’s mode – the report
and the exit icon are not visible when in operator’s mode). Each icon has a
different function depending on whether in operator or manager’s mode. Starting
on the left hand side each icon will do the following depending on the mode:
SurePOS 500 Manual May 8, 2002 Page 5 of 20
Will allow an operator to log in – the POS terminal allows two operators
to be logged in at the same time. When in manager mode this will
allow a manager to change or add login passwords
When this icon is visible the POS has been offline and needs to have
saved transactions downloaded to the server (see the offline
transactions section for additional information)
Will shut down the SurePOS 500 program and allow the manager to
get to the operating system. This button can be set to be on all of the
time during setup and training.
Along the top right there are eight icons (one is not shown in the diagram).
Starting at the top left around the display window the icons will do the following:
Will allow the operator to scroll up through the display window if there
are more items than will fit in the display screen
Will allow the operator to scroll down through the display window if
there are more items than will fit in the display screen.
Will remove the last item in the list – may be used as many times as
necessary to remove as many items as needed. These items are
deleted prior to any sale be finalized and are not listed anywhere.
When two operators are logged on at the same time then this
will appear and point to the direction of the operator using the
POS. When arrow point to the right operator one is presently using the
system and when pointing to the left operator two is using the system.
Will allow the operator two switch to customer one if ringing two
customers.
Will allow the operator two switch to customer two if ringing two
customers.
Basic Operation
The SurePOS 500 is basically a touch screen driven point of sale terminal that
uses a built in menu to specify the buttons on main part of the screen as shown
below:
Note that the square
buttons below the display
screen can be configured
to be any name. Each
menu provides the
information necessary to
create six different screens
or pages. The six buttons
below the display area are
labeled with the names of
the six page names.
Operators can move
between each page by
simply pressing the
appropriate button. Each
page is then divided into
six rows and eight
columns to create 48 possible touch items displayed in a single page and 288
possible items in any menu. Operators can also navigate through various menus
even in the middle of a sale.
This process allows managers to create single specialty menus such as holiday
specials each having 6 different pages – one for each holiday. This way the
menus can be created at any time and made available to the operators. The
operators merely have to change the menus (process described in the Operator’s
Mode section).
SurePOS 500 Manual May 8, 2002 Page 7 of 20
Manager’s Mode
While in Manager’s Mode the following functions are available:
Create or edit menus
Change button labels
Create, edit, or delete logon passwords
View or print reports
Exit the system
All SurePOS 500’s have the default manager’s password of 12345 and no
operators passwords when shipped. It is advised that the manager’s password
be changed as soon as possible.
This section describes how manager’s can access and use each of the functions
listed above. Managers must be logged on to access these features. To log on
first the manager taps the manager’s logon icon described above; then the
manager taps the number keys for the password (the first time use 1-2-3-4-5).
When the manager is logged on the display will read “Manager Logged On” and
the manager logon icon will change from black and white to color. At this point
the manager can access all functions – the report and exit icons will also be
visible. To exit the system just press the exit button and the SurePOS program
will shut down leaving the Windows 2000® desktop
It is necessary to connect a keyboard to the SurePOS 500 before working on
menus, passwords, or buttons. The Point of Sale Terminal must be shut off
before connecting the keyboard. In Manager’s Mode select the Exit Icon and
after the program terminates tap the Start button on the lower left hand side,
choose “Shut Down”, and then either “Restart” or “Shut Down.” While the
SurePOS 500 is restarting connect the keyboard to the proper port under the
display screen.
different menu tap that menu name and to create a new menu tap the <<Create
New Menu>> line and a message box will appear asking for the name of the
menu. This is the name that will show up in the dialog box. This box looks the
same as an operator sees except for the first line. When an operator taps one of
the names the menu will change to allow for them to choose new items. When a
manager taps one of the menu names, the menu also changes but for editing –
the menu will appear in the menu area. The button labels will change as
determined by the menu.
If the manager has chosen to create a new menu then a blank area will appear
where the items belong and the page buttons will be number 1 – 6. On the back
page of this instruction manual is a form to develop appropriate menu
information. We strongly urge users to complete this form before actually
creating a menu – it will make the process easier.
First step to creating a page is to label the page button.
Simply tapping the appropriate button will open a dialog
box. Type the new name to be displayed in the text box
part of the box. The name will now appear on the
button. You can change the button label, but you can’t
change the button function. The first button on the left
hand side will bring up the first page and each button in
turn will bring up the next page. You cannot change the order of pages once
they are programmed.
The next step will be to create the individual items. As explained the board is
broken into small squares – 6 rows by 8 columns. Too edit one of the space tap
the board in the proper area. When first programming the menu it can be difficult
to determine the proper area, but with practice it becomes fairly easy.
When the space is tapped an edit screen appears. At
the top of the screen is the preset number. The first
page is numbered 1 through 48 with 1 being in the top
left corner. The first row is numbered 1 through 8 and
the first spot on the second row (left most square of the
second row will be numbered 9). The forty-eight
spaces are laid out in a matrix on the setup page at the
end of the instruction book. The preset number cannot
be changed.
The presets for the second page start at 49 in the top
left corner and go to 96 in the bottom right corner.
Page three goes from 97 to 144; page four from 145 to 192; page five from 193
to 240 and page six from 241 to 288.
The next two lines “Line One” and “Line Two” allow the manager to type in the
description on the item icon. Use at most 9 letters per line. Place the single item
price in the “Price Price/Lb” space. If the SurePOS has an attached scale then
the price per pound of the item is placed in the price area. The next line is for the
SurePOS 500 Manual May 8, 2002 Page 9 of 20
tare weight of the plate for the weighed items; you will have to use a separate
item space for each different container unless the tare weight is the same.
Each checkbox on the left serves a different function
Taxed – allows for that item to be taxed at the tax rate in the registry -
only items that are check marked can be taxed
Condiment – item is not included in the regular price but is an additional
item such as cheese, etc.
Weighed – there is a scale attached and the item is to be weighed with
the tare weight subtracted and the price is determined by the weight in
pounds and the price per pound
Typed in Price – there is no set price so the operator supplies a price
each time the item is used. This is good for snacks or other like items
that are grouped together but have multiple price values.
Remote Printer – if there is a remote printer such as a kitchen printer –
this item will then be printed on the kitchen printer without a price
No item can be rung unless it is on a menu. If the manager desires a
miscellaneous key, then one must be created on the menu with the “Typed in
Price” value checked.
The group information box is used to hold a group number. Group numbers are
used to create product movement reports. All items with the same group number
are counted together. A Group Number Worksheet is included at the end of this
instruction book.
The memo space is used to store information for the manager that will not be
displayed.
You choose the color of the item button using the color option button list on the
far right side. We suggest either using colors to separate the columns or colors
to combine items from the same category or type.
This process is continued for every item on the page. When ready to switch to
the next page, simply tap the page button for that page. An input box will be
displayed to change the label name. This input box comes up each time you tap
a page button; if you do not want to change the label just click “OK”
The menu is saved on the SurePOS 500 in a special file with the menu name as
the name of the file and “.mnu” as the extension. You can make one of each
menu and then copy this file to all of the other SurePOS 500 to ensure that all of
the operators are using the same menu items and prices.
You can also create a menu on a regular computer running the computer version
of the SurePOS 500 program and then copy these menus into every one of the
actual POS terminals. This process is especially helpful if you have all of your
terminals networked and then mapped to a host machine.
SurePOS 500 Manual May 8, 2002 Page 10 of 20
Reports
When in manager’s mode a new icon appears at the bottom of the screen to
allow access to the reporting features of the SurePOS 500. When you tap the
report icon a small box appears with two command buttons – one marked Drawer
One and the other marked Drawer Two
Choose the drawer being checked. A report will then appear providing two
columns of information. In one column will be the non-resettable totals and the
other will be the totals since the last time the SurePOS drawer was cleared.
At the bottom of the report are four buttons providing the manager with four
choices:
SurePOS 500 Manual May 8, 2002 Page 11 of 20
“Print & Clear” – will print a copy of the report and clear all of the totals from
the machine – Z reading
“Print” – will print a copy of the report, but will not clear the total from the
machine – X reading
“Clear” – will clear the machine but will not print a copy of the report
“OK” – will close the report and not clear any totals nor print a copy of the
report
Operator’s Mode
While in operator’s mode the following functions are available:
Change menus
Do card inquiries
Download saved transactions
Ring up sales
An operator must be logged on to operate the SurePOS 500. To log on the
cashier taps the lock icon, then taps the appropriate number keys for the
password and then taps the lock icon again. Operator one taps the left “lock
icon” and operator two taps the right “lock icon”. If the password is correct the
lock will open and the display will say Operator One (Two) Logged On. Now all of
the operator functions are available. A manager does not need a separate
operator’s password, as the manager’s password can also be an operator’s
password.
SurePOS 500 Manual May 8, 2002 Page 12 of 20
Change Menus
Each menu created by the manager is stored in a separate file on the SurePOS
500 and operators can access all of the menus. The SurePOS 500 will always
open up displaying the last menu used. If no items are displayed then a menu
must be loaded.
To load a menu simply tap the menu icon at
the bottom of the screen – it is the item that
looks like an open book with page numbers
1 and 2 at the top. When you tap that icon
the operator’s menu access display box is
shown and the operator chooses the
appropriate menu name.
Menus may be changed as often as
necessary and may be changed while in the
middle of sale. If two operators are logged on at the same time or if an operator
is ringing up to customers at the same time the menu chosen will be the menu
available for both operators or customers.
The menu chosen determines the items available and the names of the pages.
Changing menus does not affect previously selected items and does not affect
the previous items in the sale presently in progress.
Card Inquiries
The SurePOS 500 provides a complete picture of a students account. You can
either swipe the student’s card through the card reader on the side of the
SurePOS 500 or you can input the students card number using the keypad and
then tap the card icon on the left hand
side. The card icon is the picture of a
hand holding a card.
After pressing the icon either the screen
displayed on the right will appear
showing how many meal remain for the
student for that particular period either
the end of the week for the weekly meal
plans and semester or yearly for the
semester or year meal plans.
If the card is does not exist in the
database then the right display box will show “Error Card Not Found” and if the
SurePOS 500 is offline – lost connection to the server then the message “Server
Offline Transaction Stored” will be displayed and the Saved Transactions icon
will appear at the bottom of the screen.
SurePOS 500 Manual May 8, 2002 Page 13 of 20
Ringing up Sales
This, of course, is the main function of the SurePOS 500. It has been
streamlined to provide the greatest operation with the least amount of effort.
Sales can only be taken while an operator is logged on and items can only be
rung if they exist on a menu. There is no miscellaneous key so there can be no
miscellaneous entries without the manager knowledge.
SurePOS 500 Manual May 8, 2002 Page 14 of 20
To move from page to page in the menu simply tap the appropriate page name
button above the menu. This will bring up the menu items on that page. To
choose an item that has a price simply tap the colored item label with the desired
name and the item name and value will appear in the right display, customer
display and in the item
list as shown on the
right. The right display
and the customer
display will always
show the last item
rung. To display a
subtotal click the green
question mark under
the right display.
To remove the last item
from the list click the
left facing arrow next to
the list.
To void the entire sale
tap the void icon below
the right display. The
void icon is the icon with the red circle with the line through it. In the event there
are so many items that they go beyond the capacity of the list box, operators can
scroll through the items by tapping the upward or downward facing arrows next to
the list box.
To ring up multiples of the same item just tap the number of items first and then
the appropriate key and that number of items will be added.
To use the “Typed in Price” key such as the item marked “one” with no price.
First, type in the price value desired and then tap the key.
two, the sale for customer one will be displayed. If the operator desires to
continue ringing sales using customer two then the operator will have to continue
tapping the other arrow key.
If the equivalence equals or is greater than the total, the display will read
“Pass Thank You”; if the student has already eaten that meal then the display
will read “Error Meal Eaten”; and finally if the amount of the equivalence is
less than the total then the display will read “OK [amount] To Go Eq Over By
[amount]” with the [amount] being the difference between the equivalence
value and the total. Operator can use any of the other methods to tender the
rest of the order. The order cannot be voided at this point – it must be
completed by charging the rest of the order to either one of the accounts or
payment with cash.
The bottom two buttons are used for the two types of cash sales the first type
“Cash” – second button from the bottom is for cash sales that will include the
sales tax. When this button is pressed the label changes from “Cash” to
“Tendered”. The display will read “Cash [amount]” on the first line and
“Tendered $” on the second line with no amount.
As the operator taps in the amount tendered, that amount will appear on the
second line of the display. An amount must be placed into the SurePOS 500;
an operator cannot simply open the drawer by hitting the “Tendered” button
again. Once the amount the customer gives to the operator is typed in the
operator taps the “Tendered” button. If the amount is too low the display will
tell of the error otherwise it will say OK and give the change amount.
The same process is used for the bottom button marked “Cash No Tax” with
the only difference being that the total will not include the tax.
Finally, you may use any of the available accounts to pay for an item. Also,
you may split the cost of the item over several different accounts and cash. If
you are going to split the tender and use cash as part of the payment, then
cash must be the last tender accepted.
SurePOS 500 Manual May 8, 2002 Page 16 of 20
To charge the total amount to a particular account simply tap the button with
that account name listed. The buttons access the accounts from Declining
Balance on the top button through Accounts 1 to 5 on the next five buttons.
These button names should display your organizations particular name for
each of these accounts.
If you want to charge a specific amount to any account, simply type in the
amount and then tap the appropriate account button. Two items will be
displayed – on the first line it will say OK and tell the amount left to collect and
on the second will the balance in the account will be displayed.
In the event there is not enough balance left in the account the display will
show “Error” on the first line and the amount left in that account on the bottom
line.
Reader Address – This is where you place the address for this particular
terminal as stored in the main database.
Card Start and Card Length – The iAmecs system can only accept card
numbers with lengths of 10 digits, but many of our clients use various other
number types in conjunction with other vendors. Often they will use a 16-digit
number that includes a standard 6-digit preamble. Managers set the values for
card start and card length to instruct the terminal where to read the 10-digit card
number
Timeout – This value sets how long the terminal should wait for a response from
the server before determining it is off-line.
SurePOS 500 Manual May 8, 2002 Page 19 of 20