Toshiba Electric Keyboard User Manual

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Symphony Pro Owners Manual

Revision 1.0a

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TOSHIBA TEC AMERICA

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TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC. provides this help file as is without Warranty of any kind, either expressed or implied. This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the help file. TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC. may make improvements and/or changes in the product(s) and/or program(s) described in this publication at any time.

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IContents

Part I

Part II

Part III

Limited Warranty About Symphony Pro application

................................................................................................................................... 71 Navigation

................................................................................................................................... 72 Printing Help as a Manual

................................................................................................................................... 83 Understanding Communications

................................................................................................................................... 94 Data Maintenance

................................................................................................................................... 105 Protecting Your Data

Symphony Pro Main Menus

................................................................................................................................... 111 File Menu

.......................................................................................................................................................... 12Login

.......................................................................................................................................................... 13Logout

.......................................................................................................................................................... 13Language

.......................................................................................................................................................... 14View Internal Process

......................................................................................................................................................... 15Process Viewer Buttons

......................................................................................................................................................... 16Process Viewer Menus

.......................................................................................................................................................... 17View Polling Status

.......................................................................................................................................................... 18Execute Command File

.......................................................................................................................................................... 19Deploy Individual File

.......................................................................................................................................................... 20Configuration Panel

......................................................................................................................................................... 21Company

......................................................................................................................................................... 22Email

......................................................................................................................................................... 22System

......................................................................................................................................................... 25Misc

......................................................................................................................................................... 26Host

......................................................................................................................................................... 29Cleanup

......................................................................................................................................................... 30Load Files

......................................................................................................................................................... 32Security

.......................................................................................................................................................... 34Send urgent message to Symphony Pro

.......................................................................................................................................................... 34Date Conversion

.......................................................................................................................................................... 35Messages

.......................................................................................................................................................... 36Show Tips

.......................................................................................................................................................... 36Exit

................................................................................................................................... 372 Modules Menu

................................................................................................................................... 383 Special

................................................................................................................................... 384 Help

5 6

Part IV

Maintenance Application

................................................................................................................................... 401 Maintenance Main Menus

................................................................................................................................... 412 Common Data Edit Toolbars

................................................................................................................................... 423 Displaying Data Lists

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Symphony Pro User Manual 2.0.2.15II

................................................................................................................................... 444 File Menu

.......................................................................................................................................................... 45Item Options

.......................................................................................................................................................... 48Other File Options

................................................................................................................................... 495 Edit Menu

.......................................................................................................................................................... 49Item Options

.......................................................................................................................................................... 50Other Edit Options

................................................................................................................................... 516 PLU Menu

.......................................................................................................................................................... 52Item Tables

......................................................................................................................................................... 53Quick Tab

......................................................................................................................................................... 54Editing the Quick Tab

......................................................................................................................................................... 55Object Tab

......................................................................................................................................................... 57POS Tab

......................................................................................................................................................... 60Price Tab

......................................................................................................................................................... 69Cost Tab

......................................................................................................................................................... 71Inventory Tab

......................................................................................................................................................... 73Sales Tab

......................................................................................................................................................... 74Picture Tab

......................................................................................................................................................... 75ECL tab

......................................................................................................................................................... 78Kit tab

.......................................................................................................................................................... 81Working With Items

......................................................................................................................................................... 81Filtering and Global Modifications

......................................................................................................................................................... 84Add / Copy / Delete Items

......................................................................................................................................................... 85Deploying Modified Items

......................................................................................................................................................... 86Rental Items

......................................................................................................................................................... 88Item Label Setup

.......................................................................................................................................................... 89Sub-department Table

......................................................................................................................................................... 90Sub-department Programming

.......................................................................................................................................................... 92Department Table

......................................................................................................................................................... 92Department Programming

.......................................................................................................................................................... 94Other Item Related Tables

......................................................................................................................................................... 94Bottle Link Table

......................................................................................................................................................... 96Tare Table

......................................................................................................................................................... 96Category Table

......................................................................................................................................................... 97Price Level Table

......................................................................................................................................................... 97Mix & Match Table

......................................................................................................................................................... 98Vendor Table

......................................................................................................................................................... 98Scale Table

.......................................................................................................................................................... 100Batches

.......................................................................................................................................................... 103Statistics

................................................................................................................................... 1067 Account Related Maintenance

.......................................................................................................................................................... 106Customer

.......................................................................................................................................................... 110Client Level Table

.......................................................................................................................................................... 110Risk Level Table

.......................................................................................................................................................... 112Account view

.......................................................................................................................................................... 112Discount

.......................................................................................................................................................... 113Custom messages

................................................................................................................................... 1148 Register Menu

.......................................................................................................................................................... 115Operator Table

.......................................................................................................................................................... 116Functions Table

.......................................................................................................................................................... 121Totalizer Table

.......................................................................................................................................................... 123Terminal Table

.......................................................................................................................................................... 127Gift Certificates

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................................................................................................................................... 1289 Navigation Menu

................................................................................................................................... 12910 Transfer Menu

................................................................................................................................... 12911 Windows Menu

IIIContents

Part V

Part VI

Part VII

Report System

................................................................................................................................... 1301 Report Types

................................................................................................................................... 1322 Report Selection

................................................................................................................................... 1343 Opening Reports

................................................................................................................................... 1364 Report Viewer

................................................................................................................................... 1375 Report printing

................................................................................................................................... 1386 Printing Labels

................................................................................................................................... 1417 Report Properties

................................................................................................................................... 1448 Report SQL Editor

Entry Module

................................................................................................................................... 1471 Purchase Orders

................................................................................................................................... 1502 Receiving Stock

................................................................................................................................... 1533 Counting and Adjusting Stock

................................................................................................................................... 1544 Transfer

................................................................................................................................... 1545 Other Entry Options

................................................................................................................................... 1556 Pickups and Loans

View Log

130

145

157

Part VIII

Part IX

Part X

Part XI

Part XII

................................................................................................................................... 1581 Logs and Messages

................................................................................................................................... 1592 Urgent Messages

................................................................................................................................... 1593 Unprocessed Files

Electronic Journal (L-Tracker)

................................................................................................................................... 1601 Using the Electronic Journal (L-Tracker)

Events / Tasks

................................................................................................................................... 1651 Programming Events

Monitoring Utility Form Manager

................................................................................................................................... 1701 Template Editor

................................................................................................................................... 1722 Tools

................................................................................................................................... 1743 Menus

File Maintenance Utility

160

163

168 169

177

III

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Symphony Pro User Manual 2.0.2.15IV

Part XIII

Glossary

181

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1 Limited Warranty

TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC.

90-DAY LIMITED WARRANTY

Symphony POS SOFTWARE

BEFORE USING THIS PRODUCT, YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS.

YOUR USE OF THIS PRODUCT INDICATES YOUR ACCEPTANCE OF THESE TERMS. IF YOU DO NOT AGREE WITH

THEM, YOU SHOULD NOT USE THIS PRODUCT AND SHOULD PROMPTLY RETURN THE PRODUCT TO THE SELLER.

TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC. warrants this product to be free from defects in

materials and workmanship for a period of 90 days from the date of purchase from an authorized TOSHIBA TEC

AMERICA RETAIL INFORMATION SYSTEMS, INC.dealer. This warranty is limited to the original purchaser, and to

TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC. products that are sold and used within the continental

United States and Hawaii. A copy of a valid dated sales receipt must be submitted with the product for warranty

service. Third Party Operating System and Third Party Application Software are specifically excluded from this

warranty.

This limited warranty applies only to TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC. products that do

not function properly under normal use, within the

manufacturer's specifications. It does not apply to products that, in

the sole opinion of

TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC

have been damaged as a result of

accident, misuse, neglect, or improper packing or shipping. This warranty is void if the

TOSHIBA TEC AMERICA

RETAIL INFORMATION SYSTEMS, INC. label or logo, or the rating label or serial number have been removed or

defaced, or the product has been modified or serviced by other than TOSHIBA TEC AMERICA RETAIL INFORMATION

SYSTEMS, INC, or an authorizedTOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC. Service Center.

During the 90-day warranty period, TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS. will repair or replace, at

its option, any defective product with no charge for parts or labor.

TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC.'S LIABILITY HEREUNDER SHALL BE LIMITED TO

REPAIR OR REPLACEMENT OF THE DEFECTIVE PART OR PARTS AND SUCH CORRECTION SHALL CONSTITUTE A

FULFILLMENT OF ITS WARRANTY HEREUNDER.

TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC.. MAKES NO WARRANTIES, EXPRESS OR IMPLIED,

INCLUDING MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, EXCEPT AS EXPRESSLY STATED

HEREIN.

UNDER NO CIRCUMSTANCES SHALL TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC . BE LIABLE TO

THE PURCHASER OR ANY USER FOR ANY DAMAGES, INCLUDING INCIDENTAL OR CONSEQUENTIAL DAMAGES,

EXPENSES, LOST PROFITS, LOST SAVINGS, OR OTHER DAMAGES ARISING OUT OF THE USE OF OR THE INABILITY

TO USE THIS PRODUCT.

To obtain warranty service, contact your TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC. dealer. You

may also write or phone:

TOSHIBA TEC AMERICA RETAIL INFORMATION SYSTEMS, INC

4401-A BANKERS CIRCLE

ATLANTA, GA 30360

PHONE NO.: (770) 449-3040 FAX: (770) 453-0909

If the problem cannot be remedied by telephone, TOSHIBA TEC AMERICA RETAIL INFORMATION

SYSTEMS, INC. will determine how service will be provided. Do not ship the equipment to TOSHIBA TEC

AMERICA RETAIL INFORMATION SYSTEMS, INC. without a return authorization number. The purchaser

must prepay any shipping costs and insurance, and assume the risk of loss during shipping.

Limited Warranty 5

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Symphony Pro User Manual 2.0.2.156

Overview

The Symphony Pro Software application is designed as the back office controller for Symphony POS

front end terminals and TEC ECRs. Together, they represent

TOSHIBA TEC AMERICA RETAIL

INFORMATION SYSTEMS, INC.'s most recent store

management tools. Symphony Pro is the core

application for back office control, acting as the centralized data storage, programming interface,

communication center, event scheduler, and office application launcher. As the core of the store

system, Symphony Pro is designed to run continuously on at least one station in the network. This

allows it to execute scheduled events, for example sending item prices to all front end Symphony POS

terminals and TEC ECRs.

Data Storage

Symphony Pro uses a relational database system to maintain all system information. Conventional

databases often use single records that contain all information about a specific data type in a set

number of fields. This limits the amount of information that can be kept for a data type. If new

information is required, fields must be added. For example, if you keep customer information, a

conventional database record might have two (2) possible telephone number fields. If a third telephone

number field becomes necessary, the entire database must be changed to accept the new information.

Relational databases use table sets to link information, allowing for far greater flexibility. As with any

database, each data type must have a unique identifier to distinguish it from other data items of the

same type. By combining two or more unique identifiers, it is possible to keep multiple values for a

single data type. For example, if you sell items at different price levels, you need to keep many prices

for the same item. Instead of adding price fields, the relational system allows you to have a price level

table with as many levels as required. By combining the unique item code and the price level, it is

possible to create a new unique record for each price for the item in the price table.

Security

As with any critical data system, security is always an issue. Symphony Pro offers configurable

security "levels" so that users can only access functions that are available to their assigned security

level. For example, you probably want the store manager to be allowed to add / remove items, but

cashiers should not be allowed. When a user logs into the system, they can only activate or use

options that their security level allows them.

2 About Symphony Pro application

Page 9

2.1 Navigation

Navigating the Symphony Pro Application

Using the mouse

Throughout the Symphony Pro application you will find drop down menus and main screen icon

groups to navigate through the program or launch utilities. The most commonly used drop down menu

options have been included as icons on the Symphony Pro desktop to facilitate access. In other words,

some drop down menu options lead to the same location as clicking that option's icon counterpart.

Not all options have icons, and must be launched from the drop down menu. Options that are not

often required, or single use setup tools (used to configure the system at installation time) do not have

main screen icons. If an option does not appear to have an icon, use the drop down menus to locate

and launch that option.

Using the keyboard

As with most Windows style applications, the drop down menu titles and options are also accessible

using the keyboard. This can actually be faster than navigating with the mouse, after you've memorized

the keystrokes involved for a specific task. The keystrokes associated with menu titles and options are

underlined. For example, the "File" menu has an underscore under the "F":

·Hold down the [Alt] key on the keyboard.

·Simultaneously, press the [F] key.

·The File menu opens.

The options in the drop down menus also have underscored letters. Once a drop down menu is open,

you can press the letter that is associated with the option you wish to launch. You can also use the [up]

or [down] arrow keys to select the menu option, then press [Enter] to launch the option.

Within applications or utilities, the [Tab] key will move the cursor from one box, window or editable

field to the next, in a pre-set order. Holding down the [Shift] key and pressing the [Tab] key will reverse

the pre-set order. Once the cursor is on an option, press the [Enter] key to launch the option.

Printing help pages as a paper document

Symphony Pro help pages can be printed from the Windows style help viewer. However, when you

print the entire help from the help viewer, the resulting pages will not be indexed (no page numbers or

table of contents). If you wish to print the entire help, you should run the "SYMPHONYOM.pdf" file that

is placed in the Symphony Pro folder at installation time. The LBOSS.pdf document is the manual in a

printable format, with a table of contents, index and page numbers. To view / print the LBOSS.pdf

document requires Adobe Acrobat Reader.

You can download the reader from the Adobe website free

of charge at

http://www.adobe.com/products/acrobat/readstep2.html

To print a single page from the help viewer

·Select the page you wish to print.

About Symphony Pro application 7

2.2 Printing Help as a Manual

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Symphony Pro User Manual 2.0.2.158

·Click the "print" button at the top of the help viewer.

·A panel will open asking if you wish to print all the topics.

·If not already selected, choose "...this topic only".

·Print the page

To print the entire paper manual

·Make sure you have the Adobe Acrobat Reader installed.

·Use Windows explorer to locate the LBOSS folder.

·Select the "SYMPHONYOM.pdf" file, it will open the Acrobat Reader.

·You can view the manual on screen, or use the Reader's print utility.

Polling Process

"Polling" is the act of collecting information from Symphony POS stations and/or TEC ECRs. In most

cases, one back end station collects the sales and other information from the front end stations, storing

the information in the database. In a cash register systems, polling takes place once at the end of each

sales period (often day end). In these types of systems, there is normally a "request" from the back

end, forcing the TEC ECRs to communicate the sales information.

How Polling Works

The Symphony Pro and Symphony POS machines are in constant communication, so the polling

process is constantly running. The Symphony Pro machine that has been designated to retrieve sales

information is constantly checking each Symphony POS station's "outbox" at a set interval, collecting

any information that the Symphony POS stations are producing. The front end stations produce sales

information files (e.g. EJ) after every transaction. After "finalizing" a sale, the information is immediately

placed in a file in the Symphony POS's "outbox". The Symphony POS station then sends a message to

the Symphony Pro station telling it that there is mail to come and get. Even if the back end does not

receive messages from a Symphony POS station, it checks that stations "outbox" for information

regardless.

Secure Information

This method of collecting sales information adds to the system's data integrity. If the back end

Symphony Pro station "crashes", (or the network communication is halted at any time), individual

Symphony POS stations can continue to finalize sales. The sales information collects in each station's

outbox, so when normal network communication resumes, the back end Symphony Pro station collects

the information as usual, "catching up". If a front end Symphony POS terminal goes down, information

continues to be deployed to its "inbox" on the back end, so when the terminal re-starts, all new

information is absorbed.

During a communication failure, each Symphony POS relies on its own database for item prices and

other item information so the store can continue normal sales operations. Several factors are involved

if the front end uses "

floating cashiers

" or

customer accounts

2.3 Understanding Communications

Page 11

While the network is "down" and Symphony Pro cannot communicate with the front end:

·No new item prices can be obtained, but the Symphony POS front end stations/cash registers work

from their local item database. Local "price override" can be used to modify prices if required.

·Floating cashier balance reports cannot be generated until the system returns to normal operation.

·No customer account balances will be available until the system returns to normal, but the Symphony

POS front end station will prompt the cashier with a "server not available - continue anyway?" error

message. At this point it is up to the store manager to allow or not allow account charges during a

network down.

·No financial reports for the cash register can be taken from the Symphony Pro back end station.

2.4 Data Maintenance

Controlling Database Size

Except for hardware configurations, Symphony Pro keeps all data in database tables. The original size

and growth in size of the database tables depends on the number of items, the amount of transactions

per day, and other factors. Daily transactions which include PLU sales information are probably the

biggest factor, taking up large amounts of space. Large amounts of data can also slow down the

processing times for database operations. Some database types are more robust, but eventually, even

Paradox databases cannot handle the amount of data. These tasks are automated with the Task

Manager, and are included in a default Symphony Pro installation.

Instead of keeping all daily data, Symphony Pro provides automated utilities that consolidate sales

information into weekly, monthly and yearly totals. The consolidation process is also automated by the

Task Manager, and greatly reduces the amount of space the information occupies in the database

report tables.

Daily Maintenance Process

As the front end Symphony POS terminals perform transactions, they place the resulting information in

both their Electronic Journals and "Outbox". The controlling Symphony Pro station picks up this sales

data and posts it to the report tables in the database. This creates many daily records that occupy large

amounts of space in the database. The daily maintenance process consolidates the information from

all Symphony POS lanes, eliminating many of the records. For example: during a daily period, a front

end lane has sold 300 PLU 1. Each time the PLU sold, a record was created. The Daily Maintenance

process will combine all 300 records into a single record, saving database space. It also combines all

front end lanes. Following the PLU 1 example above, if all lanes sold PLU 1, there will be a single

record for all PLU 1 sales that day.

Monthly Maintenance Process

As time passes in an operational situation, data continues to grow. Each month, Symphony Pro runs

another maintenance operation to control database size. The Monthly maintenance process further

reduces the database size by eliminating daily data from the past. In most situations, daily data is not

required after about 90 days. With the exception of daily financial data, the monthly process eliminates

daily data, keeping weekly, monthly and yearly totals. Every month when the process runs, it leaves the

most recent 90 days of daily data untouched, but removes daily data from before the 90 day period.

NOTE:

By default, Symphony Pro keeps the daily financial data for 365 days. The cleanup

period can be defined in the configuration settings. We recommend you consult your

About Symphony Pro application 9

Page 12

Symphony Pro User Manual 2.0.2.1510

Authorized TEC Dealer before modifying the values.

Backups Are Important!

Is your sales information important? Is your database important? Is your hardware setup important?

The answer is always YES! What happens if the system crashes? How can I protect my information?

Like any "mission critical" information, your Symphony Pro installation should be archived on a regular

basis. Normally, your Authorized TEC Dealer will suggest ways to protect your information, based on

the type of installation you have, and how much space your data actually takes up. In most situations,

you'll want to backup every night, (or other time when the system is not busy).

Symphony Pro Data Backup

Symphony Pro provides a backup utility that can be programmed to automatically archive all data from

the central database, but it does not provide physical backups that store the data on removable media.

The Symphony Pro utility can extract all data from the tables and store the information in text type "SIL"

(

Standard Interchange Language

) files. The backup files contain information about each table, and the

data to re-populate the tables. It can completely re-build the database from these files. When set as an

automated task, the backup utility works as a "cyclical" backup; it creates a series of folders named for

each day of the week. After the first week, the process replaces each day's existing backup from the

week before. There is always at least one week of data, going back day by day.

This type of backup is used to reconstruct database tables that for some reason have become corrupt,

or have incorrect data. However, once archived, these files should be stored using a disk backup type

utility, in case of a major physical system failure, such as hard disk crash.

Physical Backup

You should definitely consider some kind of physical backup, either on tape, Zip drive, CD or some

other recording media. These "total" backups can be very complete, replicating the entire drive if

necessary, or re-building portions that have been lost. Symphony Pro does not control these types of

backup; you should consult your backup program help to configure your backup / archiving software. It

should include a total backup of everything in the \LBOSS folder, including all sub-folders. This way the

setup can be easily restored.

Restoring from Symphony Pro Archives

The restoration process is somewhat technical and requires that you understand the table names, and

what should be restored. If for some reason the information contained in the data tables has become

corrupt and you need to restore tables, we suggest that you consult your Authorized TEC Dealer. For

more on how to restore using the Symphony Pro file maintenance utility, see the

File Maintenance Utility help page

in this manual.

2.5 Protecting Your Data

Page 13

3 Symphony Pro Main Menus

The Main Menu

The Symphony Pro main menu is the host, or central application, to all back-store applications.

This example shows the Symphony Pro "Desktop"

·Click the Symphony Pro icon at the left of the main menu to select whether Symphony Pro will run as

a service from the system-tray or normally as an application from the button-bar.You will be prompted

once to start Symphony Pro every time from the system tray. When this option is selected the EXIT

shortcut changes dynamically to a CLOSE shortcut button.

·This Setting is not maintained when Windows XP restarts / boots.

·This is useful in situations where Symphony Pro is being used as a store controller and thereby

eliminating unnecessay shutdown.

·To return to running the system from the button-bar repeat the operation selecting start Symphony Pro

from button bar.

Note

: You may see a money-bag flashing to the lower left hand corner of the Symphony Pro screen.

This is a warning that cashier drawer limits have been exceeded. Double-click the ison to get a list of

the operator on-line. You can also generate a report that shows cashiers with in-drawer amounts

different than 0.00.

File Menu Options

With the exception of the Login, Logout and Viewer options, the

File

menu option accesses system

Symphony Pro Main Menus 11

3.1 File Menu

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Symphony Pro User Manual 2.0.2.1512

set-up options that are usually configured at installation time and usually not changed.

Symphony Pro File Menu Options

Login

: Allows system operators to gain access to system applications.

Logout

: Security feature that allows the communications to continue while protecting access.

Language

: Change the application's display language (English / French only)

View Internal Process

: Watch what's happening behind the scene.

View Polling Status

: View which machines are "online"

Execute Command File

: Force the system to execute a command or event.

Deploy Individual File

: Send one type of information at a time.

Configuration Panel

: Company information, network and database configuration, security system.

Date Conversion

: A calendar and date conversion utility.

Messages

: Send messages over the network to other Symphony stations but, not to TEC ECRs.

Background

: Change the look of the Symphony Pro desktop.

Show Tips

: Helpful hints at startup?

Exit

: Close the Symphony Pro application, stopping all communications.

Logging into the System

As with any critical data system, security is always an issue. Symphony Pro offers configurable

security "levels" so that users can only access functions that are available to their assigned security

level. For example, you probably want the store manager to be allowed to add / remove items, but

cashiers should not be allowed. When a user logs into the system, they can only activate or use

options that their security level allows them.

When Symphony Pro is first launched, the application runs at the "no user" level. This means that

launching most options or applications will open the login panel. By default, the user "7" is given the

programmer security level, meaning access to all functions and options.

Use this option to sign onto the system with your user name (and password).

·Open the File menu.

·Selecting the "Login" option opens the "Enter login" panel.

·Enter the user number from the keyboard

. (see note below about user

numbers

)

·Press [Enter].

You can also double click the data entry area to open an on-screen numeric keypad, useful for touch

screen situations.

3.1.1 Login

Page 15

NOTE:

Symphony Pro uses numbers for users; you cannot use alpha characters for users. The users,

their assigned levels, and the security level configuration are accessed in the

Maintenance

application

NOTE 2:

Symphony Pro restricts the use if level 7 operator for select entries. It is not permitted to use

an operator assigned level 7 security for continuous operation. Symphony Pro warns against the usage

of level 7 security settings and aborts processing whenever you sign on with an operator using level 7

security.

3.1.2 Logout

Logging off the system

To maintain data security, and to prevent unwanted access to the system, it is important to "logout" or

"log off" the system when you are not working with it.

Logout:

Use this option to sign off the system, leaving the application on the "no user" security level.

NOTE:

Symphony Pro will still execute any scheduled operations, including polling or other

communications, even if no user is logged.

Setting the Language

It is possible to change the language displayed in the Symphony Pro application. At this time there are

two possible languages, English or French.

·Changing the language

does not

affect the way that functions or options behave.

·You

do not

have to re-start the application.

It is also possible to configure Symphony Pro to display a specific language based on user

preferences. When a user (operator) logs in to the system, the application switches immediately to that

user's preferred language. Click here to go to the

Operator Table

help page now.

Language:

Use this option to change the current language displayed in the Symphony Pro application.

After selecting the language menu option:

·A "Select Language" panel opens, displaying a list of the available languages.

·Click the language to change to,

·Press the "OK" button to accept the language change, or

·Press the "Cancel" button (or top right hand window "X") to cancel the language change.

Symphony Pro Main Menus 13

3.1.3 Language

Page 16

Symphony Pro User Manual 2.0.2.1514

What's Happening "behind the scenes"

To understand how the TEC ECRs / Symphony POS / Symphony Pro communications work, refer to

the "

Understanding Communications

" help page in this manual.

View internal process

When running, Symphony Pro is constantly performing transactions, exchanging information and

processing commands. The "View Internal Process" option launches the "Viewer", a utility that

monitors the internal exchange system as it functions, tracking activity. This option can be used to view

what the Symphony Pro mail exchange program is doing internally.

The viewer should be used to trouble-shoot; it is very useful in determining communication problems

between the back-end controller and the Sypmphony POS lanes / TEC ECRs.

NOTE:

The options and controls available in the viewer utility control the viewer only, not the actual

internal system processes. In other words, you

cannot

stop or freeze the actual internal processing

system from the internal process viewer.

The Viewer Display

Once the viewer window is open, the utility begins to track the internal process, displaying a line for

every activity being tracked. Each line consists of:

10:12:07.680

Mailslot received: 00190611ACT,SUPPORT3:

- the precise time that the process began, including milliseconds

10:12:07.680

Mailslot received

: 00190611ACT,SUPPORT3:

- a short description of the process

10:12:07.680 Mailslot received:

001

90611ACT,SUPPORT3:

- the three digit store number

10:12:07.680 Mailslot received: 001

906

11ACT,SUPPORT3:

- the three digit terminal number

10:12:07.680 Mailslot received: 001906

ACT,SUPPORT3:

- the two digit internal Mailslot line number (internal id)

10:12:07.680 Mailslot received: 00190611

ACT

,SUPPORT3:

- the terminal's status, ACT means "active"

10:12:07.680 Mailslot received: 00190611ACT,

SUPPORT3

- the terminal's machine network name

The viewer has both a top bar main menu and buttons to control how the viewer behaves, and to allow

you to determine what exchanges are being traced. The help pages below this topic explain the

functions and controls for the "View Internal Process" viewer utility.

3.1.4 View Internal Process

Page 17

3.1.4.1 Process Viewer Buttons

Controlling the Viewer

This example shows the Internal Process viewer.

Status bar and control buttons

The options and controls available in the viewer utility control the viewer only, not the actual internal

system processes. In other words, you

cannot

stop or freeze the actual internal processing system

from the internal process viewer.

Status Bar

The status bar is the area at the bottom right of the viewer window, and displays current system

information, such as the "average merge time", the transaction number and more. Hold the mouse

cursor above the status information to find out what the information represents.

Buttons

OK:

The OK button closes the viewer, and is identical to the "Files" menu's "close" option.

FREEZE:

This option "freezes" the viewer at it's current display line. It behaves as a "toggle", in other

words, clicking the first time freezes the display; clicking the second time "unfreezes" the display, which

then continues to display lines. Although similar to the "Files" menu's "stop" option, no lines are

skipped; the viewer continues displaying all activity from the point at which it was frozen. The "stop"

option is explained in the "Process Viewer Menus".

READ KEY:

This option checks the hardware copy protection key and tests it's current communication

status. Only one machine in the system hosts the key, and runs a program that "broadcasts" the key

info. Use this option to determine if the key is functioning properly. The viewer does not show the

content or value the key returns, only that the communication was successful. For example:

11:08:27.300 Send Key MailSlot

11:08:27.520 Mailslot received: Key info

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Symphony Pro User Manual 2.0.2.1516

Controlling the Viewer

Internal process viewer menus

The options and controls available in the viewer utility control the viewer only, not the actual internal

system processes. In other words, you

cannot

stop or freeze the actual internal processing system

from the internal process viewer.

Files Menu

Stop

: This option stops the viewer at it's current display line and behaves as a "toggle". In other words,

clicking the first time stops the viewer from displaying more lines and puts a check mark beside the

menu option. Clicking the second time restarts the viewer, removes the check mark and continues to

display lines. All internal processes continue as usual; this

does not stop

actual internal processing.

Although similar to the "Freeze" button, the "stop" option skips all process lines or activity between the

time it was stopped and when it is restarted. The activity or processes that occurred during the time the

viewer was stopped will not be displayed.

Freeze

: The same as the button found at the bottom of the viewer, this option "freezes" the viewer at

it's current display line. It behaves as a "toggle", in other words, clicking the first time freezes the

display; clicking the second time "unfreezes" the display, which then continues to display lines.

Although similar to the "Files" menu's "stop" option, no lines are skipped; the viewer continues

displaying all activity from the point at which it was frozen. When unfrozen, the viewer displays all

activity lines since frozen.

Reset transaction counter

: This option resets the internal process line count for the viewer only,

not

the actual internal process number

. It is a counter used by the viewer to keep track of which line is

being displayed. The current process line count is displayed at the bottom right of the viewer's status

bar (bottom of viewer window).

: The "Close" option closes the viewer, and is identical to the "OK" button at the bottom left of the

viewer.

View menu

The viewer allows you to control which types of internal processes you wish to track. Checked items in

the list will be tracked and displayed as transaction lines. The option acts as a "toggle"; click to select

or unselect the items to be tracked. In some cases (searching for a specific type of internal process) it

may be easier to follow only one type of process to determine communication problems.

MailSlot

: Information requests to and from the back office, hardware copy protection key information

etc.

: "Electronic Journal"; actual Symphony POS transactions, as sent to the back end after a tender

key finalizes a transaction. This feature is not supported by the TEC ECR.

Mime

: Other information communicated to and from the POS (such as images, search results). This

feature is not supported by the TEC ECR.

Import

: Information files received from external sources, such as PLU files from another store or head

office.

Export

: Information files sent to external destinations, such as PLU files sent to another store or head

office.

Misc

: Other types of files, messages.

Errors

: Error messages communicated through the system after an error occurs, normal, urgent etc.

3.1.4.2 Process Viewer Menus

Page 19

Commands

: Polling requests and other command type files.

3.1.5 View Polling Status

View Polling Process

This "File" menu option opens a two pane viewer that displays the files being retrieved from, and sent

to, the Symphony POS terminals, along with a list of the stations (or Symphony POS terminals)

involved in the polling process. The viewer is not actually part of Symphony Pro, but a separate utility or

application. When the polling software is running (in the background), it's icon shows in Window's

"System tray" (bottom right corner of the Windows desktop tool bar).

The Polling process can only be displayed on the Symphony Pro terminal that is set as the

Controller

during the initial set-up of the system. This setting is

normally

made for terminal 901. If the Polling

Process can not be viewed it is probably because another backoffice terminal is set as the

Controller

NOTE:

The polling viewer uses Window's regional settings to determine language. This means that the

language specified in Symphony

does not

control the language displayed in the viewer. To change

languages, you must change the settings in the Window's Control Panel - Regional Settings utility.

This example shows the Polling Process viewer.

Menu Options

Symphony Pro Main Menus 17

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Symphony Pro User Manual 2.0.2.1518

File Menu:

The "File" menu has two options:

: Closes the viewer, leaving the polling software running, it's icon visible in the Window's System

tray.

Quit polling

: Closes the viewer

and also stops

the communication process. You should only use this

option if you are certain that you want to stop communications all together. Once the polling utility is

stopped, you must exit and re-launch the Symphony Pro application to re-start it.

NOTE:

You can also launch the polling viewer by double clicking the system tray icon, or right clicking it

and selecting the "View status" option. The context menu (right click) also has both the "Close" and

"Quit Polling" options explained above.

Viewer Display windows

Top window:

Each line displayed in the polling viewer includes the exact time to the millisecond, as

well as the store and terminal number. If the server cannot reach a Symphony POS station / TEC

ECRs for sales information, the viewer displays the error.

Example top window line:

13:58:18.130 Polling 001 024

Bottom window:

The polling viewer's bottom window shows all the Symphony POS terminals / TEC

ECRs presently configured in the Symphony Pro station's "terminal list", their store and terminal

number, current status, and machine network name. Selecting a terminal from the list will display that

terminal's location information in the status line at the window's bottom bar.

It is also possible to stop or force the polling process for one or all terminals from the View polling

bottom window. After selecting a terminal from the terminal list, clicking the right mouse button opens a

menu allowing you to:

Pause

: Use this to stop one terminal from communicating.

Communicate now

: Forces that terminal to begin polling immediately.

Stop All

: Stops all terminals in the terminal list from communicating.

Start All

: Forces all terminals to poll immediately.

NOTE:

Symphony Pro controls the Polling cycle internally. In a normal situation data is retrieved

immediately after each sales transaction is complete for Symphony POS terminals. Symphony Pro also

"cycles" through the terminal list every 2 minutes to ensure the on-line status of each terminal. When

Symphony Pro detects that a Symphony POS terminal is not on-line, an error is reported. From that

point and until the error is corrected Symphony Pro will only cycle to that terminal every 15 minutes.

For the TEC ECRs polling occurs at scheduled event times unless initiated manually.

Forcing Commands

Command files contain instructions for Symphony Pro and SQL (Standard Query Language)

commands that when executed bring information into the system database tables. Most internal

commands required for normal operation are executed automatically based on the Symphony Pro

scheduler.

There are some situations that may require you to execute these commands manually. For example,

internal commands that either failed, or could not be executed automatically at the scheduled time,

3.1.6 Execute Command File

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Symphony Pro Main Menus 19

such as in the case of a network "down". These commands should be launched from the "Events /

Tasks" (the scheduler) utility. For help on forcing scheduled tasks manually, please see the

Events / Tasks

" help pages.

Other Tasks

There are other internal commands that are not programmed to execute automatically, and are not

setup in the "Events / Tasks" list. For example, commands that re-program front end machines, or

other utilities that maintain the database tables. Use this option to execute a command file manually.

!Warning!

: Y

ou should only use this option if you are certain that you are executing the correct

command. By running an internal command file you can inadvertently or even

severely damage

the

data contained in the system database tables. If you are unsure, you should consult the system

administrator or your Authorized TEC Dealer for technical support.

Execute command file:

This menu option opens a Windows Explorer style window (file browser) to

allow you to select an internal command file for execution. The Symphony Pro internal command files

have a common

.sql

file extension. The file browser's "Files of type" setting (bottom of window) is set

to find .sql files found under the default

\LBOSS\Office

folder. To execute one command file:

·Browse the Office folder to locate the command to execute.

·Select the file and press "open" (or double click the file).

·A confirm execute panel opens.

·Press "Yes" to accept, "no" or "Cancel" to abort the process.

Sending Information From One Database Table

Symphony Pro keeps all data in database "tables", with one table for each specific data type. For

example, system operator information is kept in an operator table within the database. In normal

circumstances, daily routine involves modifications to data within these tables. An automated task is

provided that searches all database tables for modified data and sends all changes to the front end,

set to execute daily. However, in certain situations it may be quicker to select a single table containing

the modified data and send it immediately, without searching all the tables for modifications.

This option allows you to send a single type of information or configuration file to the Symphony POS

stations / TEC ECRs. Sending modifications may interrupt the front end operations, except for item,

operator and customer tables.

NOTE:

It is important to understand the "

Replace

" option before using the deploy individual file utility.

When the "Replace" option is used, the receiving terminal's table must be "

locked

" to avoid multiple

table access during the transfer. It is important to note that the receiving

Symphony

POS terminals /

TEC ECRs

cannot operate

during the replace operation.

NOTE 2:

If the border of the Deploy individual file window is blue, the current operator's security

settings will not allow him to select the replace file option.

3.1.7 Deploy Individual File

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Symphony Pro User Manual 2.0.2.1520

This example shows the "Deploy one file" table selection tool.

Deploy individual file:

This menu option opens a list of all the data tables and

.ini

(configuration)

files that can sent to the register. When the Events/Tasks are executed, several tables are usually

verified before data is sent to the Symphony POS terminals / TEC ECRs. If you know the specific data

table or configuration file you need to send, use this option for quick results.

·Select the Deploy individual file from the Symphony Pro "File" menu.

·A list window opens, showing all available data tables and configuration files.

·From the list, select the file to deploy.

If you need to

overwrite

the data on the Symphony POS terminal / TEC ECRs with the data from the

back-end database, select

replace

. (see note above)

·Click the "Deploy" button.

·A window opens displaying a list of available terminals and terminal groups (targets).

·Select the destination terminal or group.

·Press the "OK" button to send now, "Cancel" to abort.

Basic Symphony Pro Set Up Information

!!WARNING!!

Most

of the options available in the Configuration panel control how Symphony

Pro behaves. Tampering with these settings can cause serious system failure. Please consult

your Authorized TEC Dealer before changing any settings.

Symphony Pro uses a basic configuration file to keep track of global application information for the

installation. The configuration panel is divided into tabbed sections:

Company

: Company name, address and other information used to personalize report pages etc.

System

: Store number, database type, server and office disk location and other installation setups.

3.1.8 Configuration Panel

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Symphony Pro Main Menus 21

Misc:

Various system options and settings.

Host

: For "multi-store" situations only, used for the "head office".

Cleanup:

Database maintenance options.

Load Files

: Used to bring information into the database from external sources.

Security

: Assign user access levels for functions and tables.

Configuration:

This menu option opens the Symphony Pro configuration menu described in the help

pages below this heading.

This example shows the Symphony Pro "File" menu, "Configuration" panel.

Company Tab Settings

The "Company information" is normally entered the first time you launch the Symphony Pro

application. This information is used throughout the application. For example, when report pages are

generated, Symphony Pro uses the company name and address to personalize the printed and on

screen result.

Enter your company information in the appropriate spaces.

Allow multi-store selection

: This option is used to determine if this Symphony Pro installation will

control multiple stores for pricing, inventory, etc. When selected, this option will affect certain utilities

3.1.8.1 Company

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Symphony Pro User Manual 2.0.2.1522

throughout the Symphony Pro application where multi-store information is required.

NOTE:

If you are not in a multi-store control situation, selecting this option is

not suggested

. Although

it will not harm the installation, it will cause the system to prompt you to select a target store for many

everyday operations, adding unnecessary steps to the operations.

Internally, Symphony Pro can now send an email. There is a tab to set-up for the email information in

the configuration. Email function works as follow:

@EMAIL(TO=email@server.com,TEXT='allo toi')

There my be several TO and several TEXT arguments.

The TO may have different syntaxes:

TO=sales@toshibatecamerica.com

TO=ACC:accountNumber

TO=ACC:AccountNumber;ContactNumber

TO=OPER:OperatorNumber

TO=STORE:103

You may include attachements like: (You may remove the TEXT command)

ATTACH=MyFile1

ATTACH=myfile2

You may use a file instead of typing the message with TEXT (You may remove the TEXT command)

FILE=MyFile

If you wish to send in HTML format instead of PLAIN format, use the command:

HTML

You may enter a subject:

SUBJECT=My Subject (If no subject is entered, the default is 'Info from Symphony Pro')

You may overwrite the FROM address with:

FROMNAME=My Commpany

FROM=company@server.com

PS: If there is no TO, FROM or if the server is not defined, there will be no error generated.

If you are not connected to the internet, you may get an urgent message.

System Tab

Settings

Information in the system tab is

critical

to Symphony Pro operation, and should be fully understood

before making modifications. Settings depend largely on the type of station being installed, such as

server or secondary office station. In network situations, Symphony Pro uses

the same database

for

all back office stations.

3.1.8.2 Email

3.1.8.3 System

Page 25

Symphony Pro Main Menus 23

This example shows the Configuration panel's "System" tab.

Server's main directory:

Enter the path that this PC will use to locate the main program directory on

the Symphony Pro server. On the Symphony Pro server this setting should point to

C:\LBOSS\

(including the trailing backslash.) On each Symphony Pro work station you need to use the Window's

networking component to map a connection to the server's drive. If you have mapped to the Symphony

Pro server drive using, for example "F:", the entry for

Server's main directory

would show

F:\LBOSS\

(with the trailing backslash).

Server's office directory:

Enter the path that this PC will use to locate the main data directories on

the Symphony Pro server. On the Symphony Pro server this setting should point to

C:\LBOSS\OFFICE\

(including the trailing backslash.) On each Symphony Pro work station you need to use the Window's

networking component to map a connection to the server's drive. If you have mapped to the Symphony

Pro server drive using, for example "F:", the entry for

Server's office directory

would show

F:\LBOSS\OFFICE\

(including the trailing backslash.)

Alias:

Symphony Pro requires an alias to connect to the database that contains the files used by the

system. The database alias was created during the BDE setup at installation time. If you followed the

default installation, select the Symphony Pro alias.

Database type:

Select Paradox unless you are using MSSQL to manage the database tables.

User:

The user default for the native Paradox database is SA.

Password:

Leave this entry blank with the Paradox database.

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Symphony Pro User Manual 2.0.2.1524

Leading "0":

The Symphony Pro database can be configured to automatically pad (or fill in) the

leading zeroes in the UPC or product code. In some environments this is a desired behavior. Other

environments may not want leading zeroes in their product code. If you enter 13, the numbers entered

will all be at least 13 digits, with zeroes filling in any positions before the PLU number you create if it is

less than 13 digits long. If your system requires alpha-numeric PLU numbers, leave this field blank and

the number you enter will be the PLU number.

Compression:

The Symphony Pro sales data grows very rapidly into a large database. Each

transaction is stored in multiple files for file redundancy, reporting, and for search and review

(electronic journal.) The compression of data becomes an important task that can be automated within

Symphony Pro. Enter the number of days you want to keep all data live on your system for each

transaction entry. The data will not actually be lost, only compressed for more effective storage. The

default entry is 31 days.

System date:

Symphony Pro allows two types of date rollover. In a normal environment, the fact the

date changes at midnight is the ideal situation. All sales made between store opening at 7:00AM, for

example, and up to store close at 10:00PM, for example, belong to the same day and to the same

balancing period. In this type of environment the default selection (

change at midnight)

for

system

date

is correct. In a 24 hour store, or in a store where the balancing period may not correspond to the

sales made within a specific calendar date, the

system date

should be set to

change manually

. Most

24 hour stores will close the daily balancing period at either 7:00AM or 11:00PM. But never exactly at

the same time. Symphony Pro allows you to define that the time-stamp made to a transaction does not

have to be the exact date of the operating system. If the cashier working the last shift is ready to close

at 11:07PM, a command can be issued to force a date rollover at that point. This way the data used to

balance will correspond up to and including the last transaction made by the cashier. Symphony Pro

and Symphony POS also realizes that any other cashiers still signed on while the date rollover

command is executed are actually still working on the previous day's totals until they log out and log in

again. The command to execute the date rollover can be a back-end event executed manually or

automatically or it can be a front-end operator function that sends a request to the back-end to force

the date change. This same option (

change manually

) allows a non 24-hour operation to balance their

cashiers at 3:00PM if they wish, or to allow sales made up to 1:00AM to be included in the previous

day's sales and not included in the calendar day in which they are made.

Store:

Symphony Pro was conceived to operate as part of a multi-store retail chain. The number

entered here will be a part of the data files generated for each transaction. Take care to use a unique

number for each separate location the Symphony Pro is used within the same retail chain.

Terminal:

Each back-office terminal must have a unique number. A numbering protocol has been

established whereby terminals 001 to 799 are Symphony POS / TEC ECRs. Terminals 800 to 899 are

back-end tools such as portable devices, label stations, etc, that may need to be targeted with program

data. Terminals 900 to 999 are all office terminals running the Symphony Pro application. Start the

Symphony Pro terminal numbering at 901 on the first back-end terminal, use 902 on the next back-end

terminal in the same store, terminal 903 on the next one, etc.

Controller:

When Symphony Pro is installed on multiple back-end terminals, one of the back-end

terminals will be used to manage the exchange of data with the Symphony POS sales terminals / TEC

ECRs. Enter the terminal number that should be used as the controller on your system. By default this

terminal number is set to 901. You must be certain that the same terminal number is set for

Controller

on each PC running Symphony Pro.

Messages:

Although terminal 901 may be the machine set as the

controller

, you may wish to direct

all the messages processed by the system to another back-end terminal. This could be the case in a

larger store that uses more than one back-end terminal and that also has many Symphony POS

terminals. If the operator responsible for monitoring the error messages works at the 902 station,

messages

would be set to 902. By default the message terminal is set to 901.

Messages 2:

Use this setting to send a copy of urgent messages received by the Main message

Page 27

center to another terminal in a store. The message is sent using the internal email program that allows

inter-terminal messages to be sent. This second message center is sometimes required in stores

where the main message center is left unattended. You would still want to send a copy of each

message to the front of the store where someone is working on a terminal. It is possible to turn on or to

turn off the second message center from the Symphony Pro file menu.

IP:

This is used to record the station's IP address. A pop-up window will appear so you can select the

correct machine IP for internal system communication.

3.1.8.4 Misc

Misc Tab Settings

The "Misc" tab provides several optional settings for the system.

This example shows the Configuration panel's "Misc" tab.

Computer Configuration:

This option is only required when both Symphony POS and Symphony Pro

are running on the same computer, and the computer is not on a network.

Normally, you should

never have to use this option.

It is mostly used for dealers in situations where they want to

demonstrate the programs without being in a network environment.

Gift certificate

section:

Gift cert.valid for

is used to determine the expired date that will be printed on

gift certificates issued by Symphony POS.

Next number

is the number that Symphony Pro will assign

Symphony Pro Main Menus 25

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Symphony Pro User Manual 2.0.2.1526

to the next gift certificate issued. This feature is not supported by the TEC ECR.

Printer section:

The

Preview Maximized

option is set to on by default, and is used to determine the

Report application's default Report Viewer window size. When selected, reports open "Full Screen".

When not selected, reports will open without using the entire screen area.

Re-Init Printer:

Some

printer drivers do not re-initialize the printer between print jobs. For example, this means that if a

previous print job was printed in "Landscape", the next job will also print that way unless the printer is

reset. Select this option to force the printer driver to re-initialize to default settings for every print job it

receives from Symphony Pro. The

Default

selection is used to define that reports will be directed to the

default windows printer. If you prefer using a different printer for reports press the

Select

button and

choose the printer. Note that you can set a specific printer for any report that will override the settings

you make here. Refer to the report properties set-up for information on how to set a different printer for

a specific report.

Auto Declare:

The Auto declare option should be set to on if cashiers or other management

personnel

do not

declare drawer amounts manually. When set to on, the system will force the

declared amounts to be the same as the in drawer amounts collected by the system. This way, reports

will balance by showing the in drawer amounts as the actual declared amounts, leaving no Over /

Short. When the Auto declare is not set to on, reports will show Over / Short amounts, and the report

will not balance until the manual declaration of in drawer amounts is performed from within the Entry

module's Pickup and Loan option. Please see the

Entry module's help section

in this manual for more

about using pickups, loans and manual declarations

Cost / Price Calculation:

This option determines how the Maintenance application will calculate prices

from the cost. Selecting

Markup / % of cost

uses the number indicated in the Price tab's price

calculation field as the percentage of the cost to add on top of the cost to obtain a retail price. The

Margin / % Profit

setting uses the number indicated in the Price tab's price calculation field as the

target profit margin, which is the profit per sale divided by the total sale.

For example: An item costs $1.00, and the item sells for $1.50.

The

Markup

is $0.50 or 50% of the cost.

The

Margin

is the profit ($0.50) expressed as a percentage of the total sale, or 33% of the selling

price.

NOTE:

It is important to remember that if you change this setting, you must close the Maintenance

application before the changes will take effect.

Host Tab Settings

Host data communications

In some situations it is necessary to transfer files from the POS system in a store to a central location

for further processing. The Symphony Pro communication method and set-up is defined under the

Host

tab. Different communication types are supported such as dial up with modem to modem, or

internet enabled data transfer.

3.1.8.5 Host

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Symphony Pro Main Menus 27

This example shows the Configuration panel's "Host" tab.

Merge lane report data together

is usually only used in multi-store situations. Instead of having sales

reports for each lane, the head office will get a consolidated total store report. Instead of terminal

numbers, the reports will be named and listed as the store number. If you do not select this option you

must

create individual terminals for every register in each store (on the headquarters system). This

option should only be set at the headquarters Symphony Pro, not in an individual store.

The

Connection

pull down menu is used to determine how Symphony Pro connects. Any valid choice

you can make will appear in the pull-down menu. For example, if you have installed dial up networking

and defined a connection, the dial up networking definition will appear as a choice for the Symphony

Pro host connection type. If you plan on using modem to modem communications, you will need to

install and configure the calling side for dial up networking and the other side for dial up server. Please

refer to your operating system instructions for further help on these set-up issues.

IP or Domain name

is the identification path to the remote Symphony Pro file system. This would be

entered as the head office IP address if you are connecting to a fixed TCPIP address.

Client Port

and

Host Port

is the actual port number required at each side to open the connection. Try

FTP if you are unsure. Make both sides match.

Host path

is the location on your system that the store Symphony Pro will put the files to be

transferred in before the actual connection with the HQ occurs. This is a location that is used by the

store side (not HQ) Symphony Pro to specify what need to be transferred out of the current location.

This could be called, for example C:\OutBoxHost\ or any other directory you create for this purpose.

The HQ Symphony Pro terminal does not need an entry for host path. Each store that connects must

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Symphony Pro User Manual 2.0.2.1528

have a back office terminal defined on the

terminal list in the Maintenance application

of the

headquarters Symphony Pro program.

User name

and

Password

are used to secure sign on rights if you are using an FTP server for file

transfer. They must match at the Symphony Pro on each end (store and HQ).

Host active

must be selected at the store(s) that will send data to a headquarters Symphony Pro.

Without this flag setting nothing will be put in the Outboxhost folder.

Keep listening

must be selected on the Symphony Pro terminal that normally waits for calls coming

such as a headquarters system that receives calls. If you want to transfer from the store to the head

office, the head office Symphony Pro must be set to

Keep listening

Live communication

is set when you want to transfer data immediately when required and not on a

scheduled basis. When

Live communication

is set, each time the Symphony Pro detects data in the

Host path

directory, the data communication will be activated. Otherwise, the data transfer will be

activated according to the scheduled events programmed in the Task/Event option of the Symphony

Pro program. Scheduled communications would typically occur once per day or once per hour between

the Symphony Pro terminals.

When the flag

Keep listening

is selected LRemote.exe will run automatically in the system Tray and

should not require any user intervention. It is responsible for sending and receiving the files from the

remote Symphony Pro connections.

If you require an event to schedule the communications, you need to select the LRemote.exe program

found in the LBOSS folder. Then set the time and frequency of data transfer. Select automatic for

scheduled communication and allow manual to be able to send data upon request. You will probably

set the store to send the data to the headquarters computer. The event set-up for once a day

automatic communications would be set as follows in each store:

Page 31

This example shows the Task Editor scheduled event programming.

NOTE:

For more about scheduling tasks for automatic execution, see the

Events / Tasks Utility

help

pages in this manual.

3.1.8.6 Cleanup

Cleanup Tab Settings

As the Symphony Pro / Symphony POS system functions, it is constantly adding data to the report

tables, and creating log files. After months of use, these tables become quite full, and some of the

information within may not be essential to keep. Cleaning up the tables and log files promotes system

efficiency, and should be carried out on a regular basis.

Symphony Pro is usually set to "cleanup" data automatically based on scheduled events in the Events

/ Tasks list, and pre-set times declared in this tab. Most of the options are set by default to reasonable

values for a normal installation.

This example shows the Configuration panel's "Cleanup" tab.

Number of days to keep individual terminal

This is the number of days to keep individual terminal item sales. Past this number of days, the data

Symphony Pro Main Menus 29

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Symphony Pro User Manual 2.0.2.1530

from all lanes is consolidated into lane 001 (This process is done daily)

Number of days to keep successful log

This is the number of days to keep successful communication log (LO). Please note that the LOG files

MUST be kept small. (This process is done daily)

Number of days to keep all log

This is the number of days to keep all communication log (LO). Please note that the LOG files MUST

be kept small. (This process is done daily)

Number of days to keep processed files

This is the number of days to keep the processed files and the journal files. Past this number of days,

the processed files are archived to the Archived Directory, and the journal files to the journal directory.

Archived journal files can be viewed with the EJ program without any restriction. (This process is done

Monthly)

Number of days to keep daily sales information

This is the number of days to keep the DAILY sales information in the database. Past this number of

days, the information is deleted from the database.

NOTE1:

The weekly, monthly and yearly sales information are never deleted.

NOTE2:

Larger the files are, slower is the system.

Number of days to keep financial daily sales information

This is the same as above, except this is related to the FINANCIAL daily data only. (This process is

done Monthly)

Keep log of all exports in the processed directory

This option is used to keep a copy of each file exported from the Symphony Pro system to the targets,

such as price changes, account data, and all other data sent from the Symphony Pro.

Load Files Tab Settings

During the first time set-up of Symphony Pro a basic screen / keyboard profile was selected to use the

software. The database tables with screen layout, function lists, etc. were all created in the system. If

you need to load a second profile or reload the original set-up, select the

Load files

tab.

3.1.8.7 Load Files

Page 33

Symphony Pro Main Menus 31

This example shows the Configuration panel's "Load Files" tab.

The screen is split in two. The choices on the left refer to the default screen layout and function files

that the Symphony POS terminals can be loaded with and some sample product files. Select the profile

that you want to load and then press the

Load selected files

button to execute the load.

Once the required

load files

have been loaded, they will show up on the right hand window of the

Load file tab. The right hand area of the window only displays a list of the files that have been loaded

into the system. If you need to reload a set of files, you need to select it again by clicking on that file in

the left hand side of the window. No action can be executed on a file on the right hand side, it is only

there as an audit trail of what has been loaded.

The program will begin importing the load files you chose and building the database once you press

the OK button. When it is time to create the front-end function lists, you will be prompted for the target

accept the default PAL target. If you need to install the 2 different register set-up files, enter a target

group for the keyboard version (P01) and when you are prompted enter a different target group for the

touch screen set-up files (P02). You will need to create the registers and the target group once the

system is installed. This is explained in the installation help. After you have designated the correct

target for the screen and function load, the remaining files will be imported and the program will be

ready to operate.

NOTE:

You should not use the

Load files

option unless you want to reload the

initial set-up

files and

destroy all the data entry (

sample files

) and screen modifications (

Keyboard 800X600, Touch

800X600).

If you think you need to use these files in a live installation please

back up your data first

because it will be

overwritten.

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Symphony Pro User Manual 2.0.2.1532

Security Tab Settings

Security System Overview

The Symphony Pro Software offers a security level system to restrict access to most functions,

database tables and configuration type information. In some situations, such as a single owner-

manager Symphony POS / Symphony Pro setup, or if the PC that runs the back office is in a locked

room, you may not need to use the security system. In most cases however, the PC station that runs

Symphony Pro (or networked Symphony Pro stations) is accessible to any passer-by. This means that

your data and system configuration is open to possible damage.

The security system is based on access levels that are assigned to users. There are eight (8) levels,

starting with level 0, called "no user", up to level seven (7), called "programmer". Assigning the "no

user" level to an option or utility means that anybody can access it. Once a security level is assigned to

a function, option or data table, the system verifies the logged in user to make sure that they have

access rights. If the user does not have access rights, the system opens a login panel.

Below is an example of how the security levels might be set.

Level 0

: No User - locked, the default security level when Symphony Pro is launched

Level 1

: New User - able to access certain tables only, for example items, departments etc.

Level 2

: Cashier - access to items, departments and other functions that a cashier would require

Level 3

: Clerk - receive, modify, view certain reports

Level 4

: Assistant Manager - access and modify items, departments. Access to reports

Level 5

: Manager - Access, Modify, Add / Delete, no access to network and programming features

Level 6

: Owner - Access, Modify, Add / Delete all except programming features

Level 7

: Programmer - complete access

Essentially, there are two steps to follow to implement the security system:

First

: Establish the

minimum

security level required to access each of the system functions,

options, data tables, and configuration files listed in the Security Tab of the Configuration Panel.

Second

: Associate each operator in the operator table with a security level.

Remember that this is the MINIMUM level required. A user with a higher access level has access to all

levels below.

Establishing access levels

The System tab displays a list of data tables, utilities and setup information. The list has four (4)

columns:

Column 1

- the name or description of the option to protect.

Column 2

- "Access" - the minimum security level required to access the option.

Column 3

- "Modify" - the minimum security level required to change data or settings.

Column 4

- "Add / Delete" - the minimum security level required to add or remove data.

3.1.8.8 Security

Page 35

Symphony Pro Main Menus 33

This example shows the Configuration panel's "Security" tab.

To assign security levels

·Start by assigning security levels in the "Access" column.

·Select an option or table from the "Access" column by clicking on it.

·Right click or double click to open a list of security levels.

·Choose the

minimum

security level required to access the selected option.

Once a security level is associated with accessing an option, continue by associating minimum

security levels to the "Modify" and "Add / Delete" columns of the option. For example, you may want to

allow a cashier to have access to view items, but not modify, add or delete them from the system.

Once the required access level to items is set to "Cashier", assign the security level required to

"Modify" items, then the level required to "Add / Delete".

If an option requires a high security level to access it you may not have to bother assigning security

levels to the "Modify" or "Add / Delete" columns, since

a user must have access to an option before

they can modify, add or delete it

Once the required security levels have been assigned to options or data tables, the last step is to

associate a security level to each operator in the system. For help on assigning security levels to

operators, click here to go to the

Operator Table

help page now.

NOTE:

If you are using the security system, be sure to

use the "

logout

" option to sign off the system

when leaving the work station, leaving the application on the "no user" security level. Symphony Pro

will still execute any scheduled operations, including polling or other communications, even if no user is

logged.

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Symphony Pro User Manual 2.0.2.1534

Send urgent message to Symphony Pro /Sypmphony Pos:

Use this setting to send a copy of

urgent messages received by the Main message center to the terminal defined as the second

message center. Selecting this menu option acts as a toggle to activate the second message server

(when the check bar is set) or to turn it off, when the check box does not appear. This feature is not

supported by the TEC ECR.

Calendar and Date Conversion Utility

It is important to note that if you open the Windows Date utility by double clicking the System date /

time icon (usually at the bottom right of the windows desktop) and change the month displayed,

Windows changes the system date even if you haven't pressed "OK" or "Apply". If Symphony Pro is

running, it immediately displays a warning message, then closes. This is because Symphony Pro is

constantly checking the system date / time to see if any "Events" or "Tasks" should be performed. If the

application did not close, it would want to execute events for the new date / time, possibly adversely

affecting the data.

The Symphony Pro "File" menu provides a calendar utility called "Date Conversion", useful for

verifying past or future dates when working within Symphony Pro. The utility also provides a date

format converter, used to verify dates in less common formats. The date formats described below are

commonly used by programs internally, because they simplify mathematical date calculations, making

it possible to subtract one date from another.

This example shows the Symphony Pro "File" menu's "Date Conversion" utility.

Julian Date

3.1.9 Send urgent message to Symphony Pro

3.1.10 Date Conversion

Page 37

Some systems use alternate date formats. The Julian date shows the year, followed by the number of

days since the beginning of the year. This format is used in SIL data files, so Symphony Pro needs to

recognize this format. You probably won't need to use this format.

Unix Date

This is the date format used internally by PC's. It is the number of days since December 31st, 1899.

3.1.11 Messages

The Messages Utility

Symphony Pro and Symphony POS software are designed for network use. In some cases, such as

larger installations, there may be several Symphony Pro stations, such as a reception area, price

control station, and manager's station. The message utility provides a quick online messaging method

between Symphony Pro stations and Symphony POS stations, convenient for communicating from the

front to back end of a store. This feature is not supported by TEC ECRs.

This example shows the Symphony Pro "File" menu's "Messages" utility.

Using the Messages Utility

To send a message to another Symphony Pro station or Symphony POS station, select the

Messages

" option from the "

File

" menu. The Messages utility window opens, with options buttons

across the bottom of the display. The main window area is for viewing messages only. To send a

message:

·Click the "

Send

" button to open the message edit line.

·After entering a message, press the "

" button to proceed.

·A new panel appears, waiting for the destination for the message.

·In the destination panel, enter the station number to send the message to. (Symphony Pro station

numbers are a three digit numbers, usually starting with 901 as the main back-end station. Symphony

POS lanes are usually numbered starting at 001.)

·You can also enter "ALL" to "broadcast" the message to all stations that are currently online.

Symphony Pro Main Menus 35

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Symphony Pro User Manual 2.0.2.1536

The "

" button is normally "grayed out", except when the station receives a message from

another station. Use the reply button to return an answer to the sending station.

The

Previous / Next

buttons are used to review messages that have been collected and stored in the

system.

The

Delete

button is used to remove messages that you do not want to keep for future reference.

Show Tips - Symphony Pro File menu Option

Show tips

is used to display helpful tidbits of information that we expect will make your usage of

Symphony Pro more enjoyable. Selecting this option opens a Windows style "hints" window. Once

open, you can browse through the hints, or configure the hints panel to open every time you launch the

Symphony Pro application, handy for new users.

Exit the Symphony Pro Application

The Exit menu option closes the Symphony Pro application. On closing, the application opens a

warning message to let you know that

if you close the application, the back office will not be

available for communications or scheduled events

. Only shut down the application if you are sure

that this will not affect the normal store operations.

Exit:

Use this option to close the Symphony Pro application. Other programs such as Maintenance,

polling, and other sub-applications will also be terminated. Whenever you choose the Exit button,

Symphony Pro warns you that closing the application will terminate the communication with the

Symphony POS terminals and TEC ECRs. This is a normal warning but several issues should be

considered before terminating the Symphony Pro program.

·When Symphony Pro is not operating, the sales data from the Symphony POS terminals is not

processed. The data does continue to accumulate on each lane. When Symphony Pro is re-started,

the data is transferred to the back-office and the report system is brought back up to date without user

intervention.

·Customer account balances cannot be retrieved when Symphony Pro is not operating. Charge sales

can be posted and the account data will be transferred and posted when the Symphony Pro system is

restarted. No store credit limit, etc. is verified.

·No reports can be requested on the Symphony POS front end terminals if Symphony Pro is not

operating.

·Floating cashiers on the Symphony POS terminals have totals that are retrieved from the Symphony

Pro machine whenever a floating cashier logs on. The floating cashier balances are not available when

the Symphony Pro Controller is unavailable.

·No financial reports for the TEC ECR can be taken from the Symphony Pro back end station.

·Scheduled task events will not run until the Symphony Pro software is restarted.

3.1.12 Show Tips

3.1.13 Exit

Page 39

3.2 Modules Menu

Modules Menu Options

The

Modules

menu option is used to open other applications available from

Symphony Pro

. These

include:

Pickup:

This choice will open the pickup screen.

Pickups

are also available directly from the Entry

main menu.

Maintenance

: This is the database information editor / viewer. It is used to maintain database tables;

items, operators and other system information.

Reports

: Symphony Pro includes tools to generate, view and print reports, lists, labels etc. It also

includes access to the report configuration settings.

Report system help files

PosSetup

Common configuration of Symphony POS front end stations; screens, peripherals etc. Use

the

Symphony POS help file

link to access help on the Symphony POS Setup application. The

Poshlp.chm file can also be opened individually from the LBOSS folder or from the lane's POSWIN

folder. A printable version of the file can be obtained from your Authorized TEC Dealer. This feature is

not supported by the

TEC ECR

Entry Module

: Receive / Order merchandise, fix inventory quantities etc. Help with

Entry module

Events Tasks

: The Event / Task launcher, scheduler. Help on Events/Tasks.

View Logs

: View system events, system in / out boxes contents, etc.

Symphony Pro Main Menus 37

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Symphony Pro User Manual 2.0.2.1538

Monitor

: This utility allows Symphony Pro to view Symphony POS transactions as they occur, used to

monitor cashiers.

Help with Monitoring

This feature is not supported by the TEC ECR.

Journal

: Displays the actual sales information from the front end Symphony POS stations in sales

journal format. The EJ also includes powerful search and review functions.

EJ Help file

This feature is

not supported by the

TEC ECR

Symphony Pro Desktop Icon shortcuts

Several of these menu options have corresponding icons on the Symphony Pro desktop. You can limit

access to these applications or utilities using the security access. For help on configuring the security

system see

the Security help page

NOTE:

Although the modules appear and are launched under this menu, their help pages are not

necessarily described under this heading, but are listed in the root of this help manual.

Special Menu Options

What is it for?

Symphony Pro allows users to create menu options for specialized utilities, or as a quick launch for

customized report generation. By default, the menu is empty because Symphony Pro does not ship

with any customized options in this menu.

If you have specialized needs, please consult your Authorized TEC Dealer for more information.

Symphony Pro Help

The Authorized TEC Dealer provides user help in both electronic and printable format. Both the

printable manual and the electronic help describe all the options available in the Symphony Pro at the

time of release.

NOTE:

Designed as a "user manual", the help does not detail how to program Symphony Pro

commands or SQL. Please consult your Authorized TEC Dealer

if you have specialized needs that

require programming.

The Symphony Pro main "Help" menu "

Contents

" option is used to access the "electronic" help file,

an online version of the printable manual. The on screen help file can also be launched at any time by

pressing the [F1] function key. Designed in the standard Windows XP Pro help style, the electronic

help includes a navigational tree (table of contents), and a searchable index to help quickly locate

information. For help on how to use the help file, please read the Windows help, accessed in the

Windows "Start" menu.

If you wish to have a printed copy of the Symphony Pro User Manual, please see the

3.3 Special

3.4 Help

Page 41

Printing help as a Manual

section in this manual.

Version numbers

The "

About

" option opens a panel displaying the installed Symphony Pro version number, useful for

obtaining technical support information. Since Symphony Pro contains a number of separate utilities

with version numbers, the about also provides a quick list of all application version numbers. With the

"About" panel open on screen, click the Symphony Pro icon. This opens a list of all the version

numbers for the Symphony Pro programs. This also creates a text file that can be printed and faxed, or

emailed as an attachment to help the technical support process.

4 Maintenance Application

Symphony Pro Maintenance Application Overview

The

Maintenance

application is used to control all data that is used on front-end Symphony POS

terminals. The Maintenance menus provide access to all data tables required for store operations. The

data tables are divided into categories such as item information (PLU), customer account information,

and front end system information, such as operators. The Maintenance application menus are divided

into these categories as well, to simplify user access.

The Maintenance application is also used to control data that is used on the TEC ECRs. The data

tables are divided into categories such as PLU, customer account information, and cashiers. The

Maintenance application menus are divided into these categories as well, to simplify user access.

Like the Symphony Pro desktop, the Maintenance application's title bar displays the application's

name and logged user name. The Maintenance desktop also provides icons that represent the most

commonly used options. In other words, you can access options either by clicking the icon, or opening

the menu and selecting the option from that menu's option list.

The Maintenance application menus are dynamic, and change depending on the category of data that

you are accessing. For example, when no data tables are open for editing, the maintenance "

File

menu allows login, logout, bubble-help on / off toggle and execution of an SQL command line.

Launching a data table editor (PLU for example) causes the "

File

" menu to change content to include

options specific to PLU maintenance.

The Maintenance application provides a common set of editing tools, even though the table editor

changes content according to the data table being edited.

NOTE:

If you leave the Maintenance application

open but inactive

(not being used) for more than 10

minutes, it will

automatically close

. This is because the Maintenance application accesses data

tables, locking them to prevent simultaneous access. If there are data tables open and modified, the

changes will be saved

Symphony Pro Main Menus 39

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Symphony Pro User Manual 2.0.2.1540

This example shows the Maintenance application's "Desktop".

Maintenance Menus and Icons Overview

The Maintenance application's help pages describe each menu's options in detail by menu name.

File:

The File menu is dynamic and either displays options for the Maintenance application when no

tables are open, or data type utilities, depending on the data tables that are open for editing.

Edit:

This option is not visible until a data table is open for editing and contains editing options that

correspond to the edit tools available on the toolbar.

PLU:

The PLU menu provides access to all item related data types, such as department, sub-

department, bottle links, mix&match, etc.

Account:

Accesses all customer account related tables, such as customer information, client shopper

levels, risk levels and discount table set-up.

Provides access to all front end specific information, for example Operators, functions,

totalizers etc.

Windows:

Because the Maintenance application is a "multi-window" environment, this menu provides

controls such as tiling or cascading views.

Help:

Launch this help document or view the About for version number and contact information.

4.1 Maintenance Main Menus

Page 43

4.2 Common Data Edit Toolbars

Common Data Table Toolbar

Regardless of which data table you edit, the Maintenance application provides a common set of tools

on a toolbar at the top of the data table editor. The Maintenance main menus change as well,

depending on the table you are programming. The toolbar is common to all tables you edit.

NOTE:

If you have the "Bubble help" set to on, you can hold the mouse cursor over a tool to see a

short description of that tool's function. To set the help on or off, close all data tables, then open the

"File" menu. The help bubble option acts as a "toggle", displaying a check mark when set to on.

Top Bar Tools

The

tool allows you to post the changes to the record within the table being accessed.

The

tool is used to add a new blank record to the table you are working with. To copy an existing

item to a new item, or to replace an existing item with a new number, enter the number directly into the

item number field. You will then be prompted for the action you want to take.

The

tool is used to delete an existing record from the table you are working with.

The

tool is used to undo changes that appear on the screen but that have not yet been posted. It

will not undo changes that have been posted.

The

tool is used to

go back

to the previous record in the table you are working with.

The

tool is used to

go forward

to the next record in the table you are working with.

The

tool is used to send the modification made to the current record to the POS terminals

immediately. This icon changes color to green when a modification has been made to a record. When

the record is deployed the icon will return to the normal color displayed here.

The

tool is used to approve all changes and close the tables you are working with.

The

tool only appears on the PLU item screen. It allows you to set a filter on the PLU file in order

to view and modify only the filtered items.

Pressing the

icon toggles it to

view mode and displays the tools used for setting filters and

performing global modifications on the PLU file.

These icons appear to the right of the

and are explained in the

"Filters" section

of this help file.

Maintenance Application 41

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Symphony Pro User Manual 2.0.2.1542

Viewing Data Table Contents

Symphony Pro uses tables to store data. In some cases the information stored in a table has been

indexed so that a rapid search can be performed to locate data you require. As you are navigating

through the fields of different tables you will notice that sometimes a "

" (question mark) appears

beside the cursor. This means that the selected field is indexed so that its contents are viewable as a

searchable list. Double clicking the selected field will open a viewable list of the table's contents.

The sequential order that the contents will appear depends on which field you have selected for the

drop down list. For example, if you are editing operators and double click in the operator number field,

the list is in numerical order according to the operator numbers. Double clicking the operator name

field opens the same information, but listed alphabetically according to the operator names. The data

list's left column will contain the data from the field selected.

The Symphony Pro program has 2 different styles of search windows. The first is fixed and the data

and fileds included in the window cannot be changed. Here is a sample of a simple search window:

Once this type of list is open, you can search several ways. You can use the scroll bar to search

manually, or you can enter the first few letters (or numbers if the field is numeric) of the data you are

searching for in the "Locate" box. The search is

left-justified

; which means that when you begin typing

a description in the search table, the cursor will move to the record in the table that meets the search

criteria. For example, searching for the description

bread

in the PLU database "descriptor" field will

move to the section of the file beginning by

. Next it will attempt to move ahead to

. If it finds

, it

will attempt to move to

bre

. As soon as it cannot find the full description you searched for, the cursor

will stop moving and display the first record it finds with as much as possible of the descriptor you

4.3 Displaying Data Lists

Page 45

Maintenance Application 43

requested.

To begin a new search you must clear out the search data you entered the first time. Once you find

the data item you are searching for you may want to leave the search window and navigate up or down

the list being displayed. You can do this by clicking with the mouse anywhere on the list. You can also

press

Enter

to move from the Search box to the current list and move up or down the list to select the

record you were searching for.

The second type of search window allows advanced users to define their own search criteria and

result columns. Here is a sampleof the advanced search window available in many of the database

fields related to products:

Once this type of list is open, you can have many more search options. Clicking at the top of any

column will use that column to sort the data. From the example shown above, if you click on the

column header description the list will sort in alphabetical order. If you click again in the same column

the list will sort again in alphabetical order starting from the opposite end of the alphabet. Click in the

PLU number header and the same list will sort numerically. Re-click the PLU number and the list will

sort from the last PLU to the first,etc. You can also use the locate entry window to type data. If you

have sorted the column by clicking in the PLU number field, the locate tool will search the PLU number

field (F01 in the database.) If you have sorted the column by clicking in the description field, the locate

tool will search the item description field (F29 in the database.)

You can also use this type of search window to perform a

wildcard

search (the field you are searching

contains

the data in a continuous string.) For example you want to search for all products that include

the word

berry

anywhere in the description. Type the word

berry

into the locate window. The system

will display the first product it locates beginning with the word berry. Press the

Enh. Search

button. The

system will display every product that includes the word berry. So the first list may show no results

unless there are products that start with Berry. But the second list would show straw

berry

, blue

berry,

rasp

berry

, etc.

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Symphony Pro User Manual 2.0.2.1544

The next major advantage to this type of list is that a customized query can be defined if you

understand the Symphony Pro database structure and you have a minimum knowlegde of sql

commands. Access the

options

menu and select

custom query

. The system will open up an sql

editor window. Add the commands you need to select the data you want to list. If you are unsure how

to do this it is recommended that you inquire with your ealer on how to add custom queries.

Note:

The first type of list displays a record count (the number in brackets at the top of the list.) The

second list type that allows enhanced search does not display the record count at the top of the

window. You must open the

options

menu and choose

record count

There are several ways to perform a search. You can use the scroll bar to search manually, or you

can enter the first few letters (or numbers if the field is numeric) of the data you are searching for in the

"Locate" box. The search is

left-justified

; which means that when you begin typing a description in the

search table, the cursor will move to the record in the table that meets the search criteria. For example,

searching for the description

bread

in the PLU database "descriptor" field will move to the section of

the file beginning by

. Next it will attempt to move ahead to

. If it finds

, it will attempt to move to

bre

. As soon as it cannot find the full description you searched for, the cursor will stop moving and

display the first record it finds with as much as possible of the descriptor you requested.

To begin a new search you must clear out the search data you entered the first time. Once you find

the data item you are searching for you may want to leave the search window and navigate up or down

the list being displayed. You can do this by clicking with the mouse anywhere on the list. You can also

press

Enter

to move from the Search box to the current list and move up or down the list to select the

record you were searching for.

File Menu Overview

The Maintenance application's "File" menu contains common options such as login / logout, language

setting etc., but is also

dynamic

. Depending on the table being edited, the options in the "File" menu

change to include utilities designed to test or verify system integrity for the selected data type. For

example, it is important to verify that all items have links to sub-departments. When the item table

editor is open, the "File" menu changes to include an option to check for PLU links. Not all tables have

utilities or additional options in the "File" menu.

NOTE:

As with most Windows style programs, the Maintenance application's desktop supports "Multi-

Windowing", meaning there may be several tables (windows) open at the same time. The dynamic

"File" menu always displays the options for the currently "selected" or "in focus" table. The selected

table will always be on top of the others, its top bar will be different than other "not selected" tables.

The table top bar colors are based on the colors that you have selected for your Windows desktop.

File Menu Options

Logout

and

Language

are identical to the same options in the Symphony Pro main

application, described in the

Symphony Pro Main Menus help section

in this manual.

Bubble help:

When toggled on, the Maintenance application will show short help when the mouse

hovers over an area that has hints.

SQL Command

!Warning!

This option should only be accessible to programmers!

ou should only use this

4.4 File Menu

Page 47

Maintenance Application 45

option if you are certain that you understand SQL and are executing the correct command. By running

an SQL command you can inadvertently or even

severely damage

the data contained in the system

database tables. If you are unsure, you should not use this option, contact your Authorized TEC Dealer

for technical support.

This example shows the Maintenance application's "File" menu, "SQL command" option.

This option allows a programmer to either select an existing SQL command from the drop down list at

the top of the window or manually enter a new SQL command and execute it. It is also possible to

enter new commands, then save them to have them added to the existing list.

Item Maintenance Utilities

The "PLU" desktop icon and the "PLU" menu's "Item" option both open the Item table programming

utility. Once open, the Maintenance application's "File" menu adapts to include options and utilities that

apply specifically to item table. The options and utilities are designed to work with item data entry and

programming integrity.

Item Table File Menu Options

Tests:

This option includes item tests that help control item data integrity, such as sub-department

links, items with no price and other tests, including:

PLU at zero price in level 1:

Items

should

have a price on level 1! This tests the item tables for any

items that do not have a price on price level 1, and opens a list box. If there are no items without a

price, the list is empty. If there are items without a price, you can double click an item to edit it right

away. You can then either edit or delete the item in question. Repeat the process until all items have

been dealt with.

NOTE:

Items can exist without a price. The Maintenance application will not stop you from creating an

item, then leaving the item table without entering a price.

No sub-department:

Items in the database

should

all be linked to a sub-department. Sub-

departments allow for selective reporting and item group programming. For more about sub-

departments, see the

Sub-department help

in this manual. Use this test to find any items that

are not

4.4.1 Item Options

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Symphony Pro User Manual 2.0.2.1546

linked

to a sub-department. Selling items that are not linked to sub-departments will lead to

discrepancies in the item, sub-department and department sales reports. As with the item test, a list

appears allowing you to select the item for immediate editing.

Unreferenced sub-department:

Although the Maintenance application has drop down lists to allow

you to select the correct sub-department for an item, you can also enter the sub-department manually.

This makes it possible to enter a non-existent sub-department as a link. The system will emit a

warning, but does not stop you from continuing. Use this test to find any items that are programmed

with a sub-department number that does not exist in the sub-department table. If there are un-

referenced sub-departments, the items will appear in a list. You can then either correct the entry, or

create a new sub-department table record.

Unreferenced bottle link:

Similar to un-referenced sub-departments, it is possible to assign a non-

existent bottle link to an item that sells with a bottle. Run the test to find any items that have been

incorrectly linked. From the ensuing list, you can either fix the bottle link number, or open the bottle link

table to add a new record.

Unreferenced tare link:

Run this test to discover items in the database that reference a tare table

record that does not exist. If any items appear in the list, double click to edit immediately, correcting the

problem in the item, or programming the tare table to include the unreferenced record.

PLU price over 100.00:

This test looks for items that have prices over $100.00. The system does not

limit item pricing; this utility is included to find items that have probably been incorrectly programmed,

often an undetected "typo". This is handy if your store does not have any items with prices in the

100.00 range.

Show POS targets:

Symphony Pro makes use of "target groups" to know which terminals are to

receive programming. When selected, an information list opens, displaying a list of all POS targets for

the selected item. Normally, all terminals receiving programming will be in the PAL target.

("Programming ALL"). For more about the terminal groups, see the "Register menu",

"Terminal table" help pages

in this manual.

Show Price targets:

The same as the "Show POS targets" utility above, this opens a list of the Price

targets programmed for the selected item.

Auto Update from Batch:

If you are using the "Batch" mode utility, it is possible to automatically

update item programming from a batch, even though the batch has not been deployed. When this

option is selected, Symphony Pro will display the best promotional price in the "sales price" column

(extracted from the active batches). This option does not affect the way that batches behave. For more

about Batch programming, see the

batch programming help pages

in this manual.

Scanner:

The Maintenance application offers a utility to enter item codes from a scanner. This can

make it easy to quickly locate items in the database for programming. The scanner must be

programmed to function properly with the Maintenance application.

Use scanner:

If a scanner will be used to enter item codes for programming, select the "Use scanner"

option.

Configure scanner:

This utility is used to program the Maintenance application for using a scanner.

The utility provides a list of pre-set configurations based on popular manufacturers' models. If your

scanner does not appear in the list, it can be added, programmed and saved. This is usually done by

the Authorized TEC Dealer at installation time. If you are unsure about how to setup the table, please

consult your Authorized TEC Dealer.

Page 49

Maintenance Application 47

This example shows the Maintenance application's Scanner Setup panel.

Definition table:

Scanners can be programmed to read different bar code types, and the way that they

are read. The Maintenance application uses the scanner "definition" table when accepting codes from

the device. Use this utility to setup the definition table. This is usually done by the Authorized TEC

Dealer at installation time. If you are unsure about how to setup the table, please consult your

Authorized TEC Dealer.

This example shows the Maintenance application's Scanner Definition Table.

Set quick page

: This option can be used to personalize the home (quick) page of the PLU editing

screens. When the quick page editor is activated, a yellow banner is displayed as a warning. Select a

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field from another tab in the PLU maintenance screen by right-clicking on that field. Return to the quick

page and click on the form to place the selected field. Several fields are only displaying results that

have been calculated. For example, the unit cost is a calculation derived by dividing the base cost by

the case pack size. You cannot place a calculated field by right-clicking it. You must select this type of

field from the drop-down list located in the yellow banner area when the quick page editor is selected.

You may also set your preferred tabbing order for navigation on the quick page.

Other Dynamic File Menu Options

Not all tables have utilities or additional options in the "File" menu. If there are no tests or other options

for a table, the File menu usually only contains the "Close" option to close the table, saving all

modifications.

Sub-departments

: When the sub-department table is open for editing, the Maintenance application's

"File" menu changes to include an option to test the sub-departments

Unreferenced Departments

: Although the Maintenance application has drop down lists to allow you to

select the correct department for a sub-department, you can also enter the department record number

manually. This makes it possible to enter a non-existent department as a link. The system will emit a

warning, but does not stop you from continuing. Use this test to find any sub-departments that are

programmed with a department number that does not exist in the department table. If there are un-

referenced departments, the sub-department will appear in a list. You can then either correct the entry,

4.4.2 Other File Options

Page 51

or create a new department table record.

4.5 Edit Menu

Edit Menu Overview

The "Edit" menu is not always visible, and only appears when there are open tables to edit. Like the

"File" menu, the Maintenance application's "Edit" menu is

dynamic

, its options changing depending on

the utility used, or the table being edited. This is because the utilities and tables do not have all the

same options. Some of the "Edit" menu options are alternate links to the same options as the common

table edit toolbar, such as tools to "Add", "Delete" or "Post" records.

Edit Menu Item Options

Once the item table is open on the desktop, the

"Edit" menu changes

to include options that are

specific to the item table. If an option on the menu has an associated "hot key" (quick keyboard

access), it is indicated after the menu option description.

Expand UPC-E (F12):

Use this option so that when entering codes manually in their "E" format (6 digit

short format), the application will automatically convert the UPC-E to a UPC-A. This is convenient if you

are searching for the code in the item table, but only have the short (E) format of the code.

Vendor Code (F5):

Use this option to search for one item in the database using the vendor code for

the item, rather than the UPC.

Search Vendor code (Shift-F5):

If you are unsure of the vendor code for an item, this option opens a

list of all the items in order by their vendor code.

Custom queries:

Symphony Pro allows you to list data records in certain fields such as the item

description. The search is initiated when you double click in the field to be used as the search key. It is

possible that the search criteria you want to use is not available in the standard search lists. You can

modify the sql request made to the database engine and display the results in the search window.

Certain database knowledge is required and changing the standard requests may inhibit the normal

searches you perform. Here is an example of how to add a custom search to the system.

Access the

Custom query

menu option and select

Add.At the prompt enter a short description that will be used to identify this query. (

MM#1

is our example

which will produce a list of the items atached to mix match group 1.)

In the query window enter the sql command to be executed. Example:

SELECT F01,F29,F32 FROM

OBJ_TAB O LEFT OUTER JOIN PRICE_TAB P ON (O.F01=P.F01) WHERE F32=1

You can also set the number of visible columns to be displayed.

Once you press [OK] the query is saved and a new button will appear on the item screen. Press this

button to execute the custom query.

Delete POS Target:

Items are linked to several types of "targets". POS targets are the front end

terminals that require the programming in the POS table, including descriptor, status etc. Often there is

only one POS target for items, (all terminals) except in multi-store situations, for example where some

4.5.1 Item Options

Maintenance Application 49

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Symphony Pro User Manual 2.0.2.1550

stores are under different state taxation laws. You can delete POS targets from an item if they are no

longer sent to the target to delete. Items must have at least one (1) valid POS target.

Delete PRICE Target:

The PRICE targets are the terminals that the price is sent to. Once again, in

most situations there is only one Price target, all the terminals. In multi-store conditions, some store will

not have the same pricing. It is possible to remove unwanted price targets. Items must have at least

one (1) valid PRICE target.

Item List Per POS(also PRICE, COST) Target:

In situations where there are separate targets for

pricing or POS information, you can list the items that are in a specific target, for PRICE, COST, or

POS targets.

Previous, Next, Add, Delete Record:

These options are the same as their toolbar counterparts.

Calculate Price:

Before using this option, items must have a cost, and a value in the "Projected" field.

You must also decide which method Symphony Pro will use to calculate the item price based on cost,

Margin or Markup. For more about Margin and Markup, please read the

Price tab help page below

. To

read about how to set Symphony Pro to use the type of calculation you would like to use, please see

the Symphony Pro,

"File" menu, "Configuration" utility's "Misc" tab help

To have Symphony Pro set ALL item prices from their costs based on the type of calculation selected:

·With the Item tables open on the Maintenance application's desktop,

·Open the "Edit" menu and hold the mouse over the "Calculate Price", opening a sub-menu

·From the "Calculate price" sub menu, select "All items".

·You will be warned and before the calculate process runs.

To calculate prices on a specific group of items only, you must select the items using a filter, apply the

filter, then from the Maintenance application's "Edit" menu, "Calculate prices" option you will be able to

select the "

All filtered items

It is important to note

that if you use price levels, you should be sure

that there is a target value for all price levels. This is because if you ask Symphony Pro to calculate

prices based on the target value, the prices FOR ALL PRICE LEVELS are calculated.

Ignore Un-posted changes:

This is an Undo option that removes changes made

BEFORE posting

the changes. Note that if you modify an item and move on to the next item, the changes are POSTED

(not to be confused with DEPLOYING). You cannot undo modifications after posting using this option.

Delete All Filtered Records:

This option allows you to select items from the database using a filter

and deleting them as a group.

Move Filtered items to Batch:

This option allows you to select items from the database using a filter,

and have the selected items sent to an existing batch.

Add this Item to Batch:

Send the selected item to an existing batch.

Other Dynamic Edit Menu Options

For most other tables, the edit menu contains the same options and utilities as the toolbar.

Post Record:

is the same as the

tool.

4.5.2 Other Edit Options

Page 53

Previous Record:

is the same as the

tool.

Next Record:

is the same as the

tool.

Add New Record:

is the same as the

tool.

Delete Record:

is the same as the

tool.

Ignore Unposted Changes:

This is an Undo option that removes changes made

BEFORE posting

the changes. Note that if you modify a record and move on to the next, the changes are POSTED (not

to be confused with DEPLOYING). You cannot undo modifications after posting using this option.

4.6 PLU Menu

PLU Menu Option

The PLU menu provides access to all item related data types. Selecting an option from the PLU menu

opens the corresponding data table. For quick access to the Item table, use the PLU icon found on the

Maintenance application's desktop. Most other item related tables are rarely accessed after the original

configuration and do not have desktop icons.

Item:

Probably the most used option, it opens the PLU (or Item) table that contains the PLU's main

information.

Sub-Department:

PLUs

MUST

be linked to a sub-department. Use this option to program the sub-

department table.

Department:

Sub-Departments

MUST

be linked to Departments. This option opens the Department

table.

Bottle Link:

Opens the Bottle Link table to configure bottle values to link to bottled PLUs that must

collect a deposit.

Tare:

Opens the tare table for editing scale related packaging weights.

Price Level:

The price level table contains a record for every price level PLUs will link to.

Category:

Items can be linked to "categories" for reporting purposes.

Mix & Match:

This option opens the Mix & Match table to configure records for PLUs to link to.

Batch:

Used when prices must be modified at future dates, such as short or long term promotional

pricing.

Vendor:

Use this option to add / modify records in the vendor table so that PLUs can be linked with

suppliers.

Scale:

Opens the scalable items programming interface for electronic scales.

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Statistics:

A utility to verify item programming and links to other item tables.

Item Table Tabs and Fields

The item related tables are separated into "tabs" containing PLU information. Each tab displays

different aspects of PLU programming. The help pages under the "Item Table" topic explain the PLU

fields in order of the tabs. The

item maintenance screens

are divided into tabs to make viewing

simpler. The top portion of the screen is consistent to all tabs. This includes the item number, the main

item description, the active price and the next price. The

Quick

tab is a shortcut to fields that are also

found on other tabs in the PLU set-up screen.

The relational nature of the Symphony database is easy to understand when you are working in the

PLU maintenance. You may create item 1 as Oreo cookies, attached to sub-department 10 and with a

price of 2.39 as in the example below. You have therefore added a record to the object table (item

0000000000001), but you have also added a record to the POS table (the sub-department link, tax

status, and register flags), and you have added a price record to the Price table. You now have one

record in each of the 3 tables. When you want to add a second price level for Oreo cookies you do not

create a new item, you only add a new price on level 2. So you will have 2 price records but only one

object record and only one POS record. The same would be true in the cost table if you have more

than one supplier for product 1. Multiple cost records can be associated with the item. The PLU

information centres on the object table. It is the the table that contains the unique identifier for each

product in the system.

4.6.1 Item Tables

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Maintenance Application 53

This example shows the Item table editor.

Item (PLU) Maintenance: Quick

The PLU (price-look-up) screen contains all the relevant information and parameter flags required to

program an item for use on a front end POS system. The screen is divided into several sub-screens

that can be selected by clicking on the Tab for that sub-screen. By default, Symphony Pro displays the

Quick

tab. This view shows a combination of fields from other tabs. These fields were selected to

make day to day operations easier. The quick tab would be easier to explain last, but since it shows

first... we will continue on.

The

Quick

tab is actually a repetition of fields available on other tabs in PLU maintenance. The

Quick

screen allows you to access the basic information that changes most frequently for a product. The

example below includes the base price field and the package price field from the price table. If you

access the Price tab you see that many of the price table fields are not visible on the

Quick

tab. It is

possible that your

Quick

tab may not resemble the image shown below. In an effort to improve your

productivity your dealer may have selected other fields on your

Quick

tab.

4.6.1.1 Quick Tab

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Symphony Pro User Manual 2.0.2.1554

This example shows the Item table's "Quick" tab.

The

Quick

page fields are explained in the help section for the individual tab they originate on.

Editing the

Quick

Tab

The quick tab fields can be edited to optimize operations in a given store. Business that only use one

tax rate may want to remove the second tax rate that appears on the quick page in PLU programming.

Other businesses may require additional tax rates, or other fields not set on the quick page by default.

To satisfy the varying requirements, Symphony Pro includes a powerful quick page editor. It is used to

capture fields from the other Tabs in the PLU editing screen and place them on the quick page.

Although this operation is not very complicated, we suggest that users not comfortable with the

operation should contact their reseller to have the changes made.

You must open PLU maintenance to edit the Quick Tab settings. When item maintenance is active,

select Set quick page from the File menu. The system will display a warning message that explains the

basic steps to adding a new field to the quick tab.

Moving existing fields within the quick page

To move a field already on the quick page, click in that field to select it. Then drag it to where you

would prefer it to be. To move several fields at the same time click on the first field. While pressing the

[Shift] button on your keyboard click on the next field to be relocated on the quick page. When several

fields are selected at the same time, the frame outline turns grey to show that more than one field has

been selected. Continue selecting the fields to be moved the same way. When all fields are selected,

4.6.1.2 Editing the Quick Tab

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Maintenance Application 55

drag them to the area or the quick page that you want to use them in.

When fields are moved they use a built-in grid and cannot always be moved to the exact position you

want to leave them. To move a field you can also select the field and press Shift-Arrow to move it.

Fields can be streched or shinked the same way by selecting the field and using the Ctrl-Arrow

combination.

Adding fields to the quick page

Open the tab that contains the field to be added. Right click in the field. Return to the quick page and

click on the quick tab in the area that you want to locate the new field.

Other data can be placed on the quick screen by using the pull-down window that displays "

select the

field to add

". If you decide to show more than one price level, you need to select price level n, then

assign the field on the page. When this is done, right-click that new field and adjust the level to the one

you want to view. Only the base price and base price quantity can be shown for levels 2 and greater.

You can also set a tabbing sequence for the fields placed on the quick page. Press the

Set tab order

button and then click in each field in the order you prefer to work in. The greyed fields only display

information, they cannot be edited.

NOTE:

If you are not sure of yourself on this we recommend that you contact your dealer for

assistance.

Object Tab

Top

4.6.1.3 Object Tab

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Symphony Pro User Manual 2.0.2.1556

Item (PLU) Maintenance:

Object Tab

The Object table contains additional information for each PLU. When combined with the PLU's item

code and descriptor the Object table information provides a detailed identification for each item in the

system.

NOTE:

Remember that some of the settings on the Object tab are also available from the "Quick Tab"

Modifying data on the object tab modifies the same data field if it is located on the quick tab.

This example shows the Item table's "Object" tab.

4.6.1.4 POS Tab

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Symphony Pro User Manual 2.0.2.1558

This example shows the Item table's "POS" tab.

POS

Target:

This field is used in multi-store environments when the status flags for the items are not

the same in all stores. To understand the Terminal table programming,

go to the Terminal table help page

. The default target for items is

PAL

. To change the target for an

item, double click the Target field of the POS table and select the new target from the drop down list.

Targets are only available if they have been programmed as an Item target in the Maintenance

application's "

" menu "

Terminals

" option.

Follow Sub-dept:

This flag can speed up the item creation process and help reduce potential errors.

Selecting this option sets the item flags to those programmed in the sub-department table. (

see Sub-

department table help

) For example, if items in the

automotive supplies

sub-department are all

taxable and non-discountable, you could set those parameters in the sub-department and set items

linked to that sub-department to follow the programming attributes of the sub-department. Selecting

this option will "

gray-out

" the descriptor of options set in the sub-department. All flags with grayed

descriptors will follow the sub-department's status. Item's do not have to follow sub-department

programming; an item in the same sub-department as the example above may be non-taxable. In this

case you would not select the follow sub-dept flag. The item's flag settings will override the default

taxable status of its associated sub-department.

Taxable 1:

Select this flag if tax rate 1 should be applied when this item is used.

Taxable 2:

Select this flag if tax rate 2 should be applied when this item is used.

Taxable 3:

Select this flag if tax rate 3 should be applied when this item is used.

Taxable 4:

Select this flag if tax rate 4 should be applied when this item is used.

Food Stamp:

Select the food stamp flag if this item can be paid for with Food stamps and you are in a

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Maintenance Application 59

jurisdiction that accepts food stamps.

WIC:

(

USA only: Women, Infant, Children

) Select the WIC flag if this item can be paid for by WIC

check.

Prohibit Discount:

Select this flag to stop the POS operator from applying a discount to this item. The

item will also be excluded from the running discountable total or from the account discount subtotal.

Prohibit Quantity:

Select this flag if the POS multiplication function cannot be used with this item.

Operators often use a quantity function for similarly priced items although the products have different

PLU codes. This can falsify the sales and stocking quantities of the related items.

Quantity

Required:

Select this flag if a quantity entry is required before the item can be sold. This is

often the case for items sold, for example, at 3/$1.00 and when the cashiers are unsure whether

scanning one item will ring 3 items for $1.00 or 1 item at 34 cents.

Price Required:

This item status creates an "

open-priced

" item. It means that the item will behave like

a sub-department, forcing the cashier to manually enter a price for the item.

Visual Verify:

Select this flag when price confirmation is required before an item is accepted. The

programmed price is displayed, prompting the cashier to accept or change the price. This can be

helpful in businesses that often negotiate the price of an item at the time of sale.

Not for Sale:

Use this flag to restrict the sale of this item temporarily, as in the case of seasonal items

not available year-round. This allows you to leave the PLU in the Item table, but not allow POS

operators to inadvertently sell the item.

Hash

Item:

This flag is used to exclude the sales of this product from the store's Net and Total sales.

This is sometimes the case for items or departments used for bottle sales, lottery returns, etc.

Gas PLU:

This flag is used to calculate the quantity sold whenever an amount is entered. The result is

computed by dividing the amount entered by the preset price. The gas volume can be changed from

liters to gallons as required.

Scalable:

This flag defines that the product is sold by weight read from the POS scale. This flag

should not be selected for pre-packaged and pre-priced items such as items weighed and labeled for

scanning at the POS.

Manual Weight:

Select this flag to allow a manual weight entry for this product.

Override

Allowed:

Certain situations may require an item price to be changed when it is being rung

through for sale. Select this flag for items that you need to permit price override on. It is possible to

restrict the usage of the price override button by operator level.

No Repeat:

Select this flag to prohibit the repeat function with this item.

No Refund:

Select this flag to prohibit refund of this product code. The POS will prevent the cashier

from entering the item's code and pressing the refund function.

No Return:

Select this flag to prohibit return or exchange of this product code. The point of sale will

prevent the cashier from entering the item's code and using the return function.

Bottle

Return:

This flag is used to determine that the item is used to refund a bottle deposit amount. It

is compulsory to select the

bottle link

flag for this flag to function. The bottle return amount is the

value of the bottle link assigned in the

bottle link

flag. Any price assigned to the item will be ignored.

MPF:

The Multi Purpose Flag (used for varying needs, hence the name multi-purpose.)

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Symphony Pro User Manual 2.0.2.1560

Validation

Req'd:

Set this flag to require a print validation when this item is used.

Vendor Coupon:

This flag is used to set the price of the item to a negative value and to send the data

to the vendor coupon total on reports.

Store Coupon:

This flag is used to set the price of the item to a negative value and to send the data to

the store coupon total on reports.

Divisor:

(Scalable items only) Double-click in this option window when you want to use a different

measure than the default pound or kilogram when this product is sold. The POS will divide the weight

by the divisor you select before calculating the price.

Tare

Link:

This flag is used to define a weight (normally the packaging) to be deducted from the total

weight when the product is sold. To assign a tare value, double-click in the tare link field and select the

correct tare value for the item. The Tare table is programmed using the

Maintenance application's "PLU" menu "Tare Table" option

. If the correct tare value does not exist, you

must open the tare table and add a new record or modify an existing record.

Var Tare:

(Variable tare). This flag should be selected whenever the tare value is a percentage of the

total weight of the item. Enter the percentage of the total weight to use for tare removal.

Bottle

Link:

This flag is available to automate the charge for bottle deposit in areas where deposits

are charged on items like soda, beer, etc. Select the link that is programmed with the appropriate bottle

deposit amount.

Promo ID

: This field contains the identifier for the promotional pricing for the item, based on the

"Promo" tab. When the conditions for the defined promotion are reached, the item sells at the special

price, or an electronic discount is applied based on the promotional programming. See the "

ECL_TAB

help in this section for more on how in store electronic coupons are programmed.

Restrictor:

This is a link to the Restrictor table programmed in the POS Setup module. Restrictors are

used to prohibit the sale of products during a certain time period. Select the Restrictor required for this

item

Client

Age:

This flag is available to restrict the sale of age-sensitive products such as tobacco or

alcohol. When this flag is set, the first item entered will prompt for customer age.

Oper Age:

This flag is available to restrict the sale of age-sensitive products such as tobacco or

alcohol. When this flag is set, the POS will verify the age declared in the set-up of the operator signed

on.

Label:

The

flag is used internally by the system. It is selected when a price is changed so that a

label will be printed for this item the next time you print labels. The

Type

window allows you to select a

label type that you want to use for this item. Double click to select from the available labels you have on

your system.

Item (PLU) Maintenance: Price

Tab

The

Symphony POS

PLU pricing is modified in the Item Maintenance screen. If you are using single

item pricing, you should change the price from the

Quick

tab. To modify any other price type you will

need to select the

Price

tab. You can also access the

price

tab using the [Ctrl-4] keyboard shortcut.

4.6.1.5 Price Tab

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Maintenance Application 61

This example shows the Item table's "Price" tab.

Like code

: This field is used to group products with identical pricing formats. For example, jello. The

different flavors are all sold for the same price in most situations. Assign the price for the first item of

the many that are the same. Access the next item that has the same price. Double click in the

code

window and select the UPC code of the first jello that has been given the correct price. When you

select a like code that does not match the current upc code you are programming the like code field

will display green. This is a warning to make you aware that a like code is being used, meaning the

price will be changed for this item if the like code price is changed. If you modify the price of this item

the price of all other items with the same like code will be instantly changed. If you leave this code

blank, the system will place the same UPC code into the Like code when a report is taken that uses

this PLU. So don't be surprised to see a number in that field even though you did not place it there.

Price Target

: In a single store situation, there is normally only one target. However, if you are working

in a Headquarters Symphony Pro system, or the store has different pricing depending on the terminal,

you may need to set different prices for different targets. To learn more about Terminal table

programming,

go to the Terminal table help page

. By default the target for prices is

PAL

which means

"All Lanes". When prices are common to all targets you should not need to change the default PAL

target. If you do need to change targets, double-click the Price Target field and select the appropriate

target for the price. The targets are created using the Maintenance application's "

" menu

Terminal

" option. The system allows you to enter both regular and sale prices for as many price levels

as required.

Price Level

: Symphony POS and Symphony Pro support an unlimited number of prices for each item.

Price levels can be used for customer accounts or "preferred shopper" situations, or for special pricing.

To change the price level for an item, double-click the Level field. If the price level exists, it will be

displayed with the related price information. If the price level does not exist, the system allows you to

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Symphony Pro User Manual 2.0.2.1562

create a new level "on the fly". To create a new level, click the small up arrow to the right of the price

level field. If the new level does not exist, a prompt to create the price level will appear. Select

Yes

create the next price level for the item. The down arrow returns to the previous level.

If an item does not have a price for the level selected, all the pricing fields will be blank. After selecting

the price level, enter the pricing information as you would for the first level.

You can also create price levels by accessing the Maintenance application's

"PLU" menu "Price level" option

. Items do not require a price in each price level. For example, if there

are four (4) price levels and you want to assign an item to level 4 but not to level 2 or level 3, you can

enter the level number or select level 4 from the price level table. An item with no price on level 2 will

normally sell for the price of level 1 unless you invoke the special flag to prohibit it. This way you need

only maintain prices for the levels actually used by the item. All other items will switch to level 1 when

sold.

Active and Next prices

The Active and Next fields are for information only, and are not editable. The "Active" price shown in

the yellow area is the system's current price for the selected item. The "Next" price is the price due to

be deployed to the target POS lanes and is shown in the pink area along with the date and time that

they are to become active.

Suggested

Retail and Sale price

Programming

Method type:

is a flag used to determine whether the item is for normal retail sale (types A to F) or for

rent (types G and H). Types E and F generate different print messages. For example, if method

assigned, Symphony POS charges the first item, does not charge the second item, then prints a

Buy

one get one free

message. The price method type

is used to limit free items to "Buy one get

only

one

free". Types G and H will set the rental option and allow you to set different rental periods for each

item. Price type

is used to limit the number of items a customer can purchase in a transaction. Set

the LQD quantity field to the maximum quantity of the product that can be purchased in a transaction. If

you set type

and use a mix and match number, the LQD quantity will apply to all items in the same

mix match group. Note that the package price is not available with type

price. Price type

is used to

display an extra decimal of price on the customer receipt and in back end maintenance. This is

required for sites that enter a quantity sold for preset price items with more than the standard windows

decimal settings. Price type

will display an extra decimal of price on the customer receipt and in back

end maintenance and will also use the Gas Descriptor set in PosSetup>System>PLU. This is required

for sites that enter a quantity of liters of fuel rather than entering the price into a GAS PLU.

NOTE:

If you are using a price Method type

A to D, you do not have to set the Method type

.Entering a price and quantity in the Base,

Package, LQD, or Mix & Match fields sets the Method type

for the POS to follow.

Base:

is used to enter the

regular price

of an item (usually a quantity of one item for that price).

Base

pricing also accepts split priced items (such as lemons priced at 3 for $1.00. The front-end Symphony

POS terminals will sell an item programmed at 3 for $1.00 by registering the first item for .34 cents and

the remaining 2 at .33 cents each (unless of course they were entered with the quantity key.) At the

POS, split priced items do not need to be sold sequentially, they can be sold at any time within the

same transaction and the correct price split will still occur. NOTE:

Although the system allows items

without a base price, items should always have a Base price, even if there are other pricing Methods

programmed for the item.

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Maintenance Application 63

Package:

pricing is normally reserved for items on which you want to offer a price break based on

quantity.

Package

priced items will sell for the

base

price up until they reach the quantity assigned in

the

package

price field. An example of package pricing is where the base price for one can of a soft

drink is set at .79 cents but a six pack is sold for $3.99. If the operator enters a quantity of 6 and keys

or scans the item, the register will ring 6 @ $3.99. If the operator keys or scans each item separately,

the register will ring the first 5 soft drinks at .79 cents for a total of $3.95 and the sixth will ring at .04

cents for a

package

price of $3.99. NOTE:

When an item that is part of a product is sold in a quantity

greater than the package quantity, it reverts back to the base price until the quantity is reached again.

In the example above, the 7th, 8th, 9th, 10th and 11th products would sell for .79 cents each and the

12th would ring up for .04 cents.

LQD

limited quantity discount:

is used to limit the number of items that can be obtained for a

certain price. A real world example could be that you want to limit the access to sale items. Setting the

LQD

to .79 cents for quantity 3 means that only the first 3 items purchased qualify for the special

LQD

price. The register will ring any extra items at the

base

price, unless of course there is also a

package

price.

Mix-match table #:

is used to create associations between similarly priced items. For example, setting

a Jello product to use

Base

price of 3/$1.00 will allow that item to sell at .34 for the first and .33 cents

for the second and third. If you want to offer your customer any 3 different Jello products for 3/$1.00

you must attach them to the same mix and match group. That way, instead of ringing each of 3

different Jello flavors at .34 cents, the register will ring the second and third items at .33 because they

are in the same mix-match table. Items can be set to a mix and match table and use all of the price

types shown.

In the

Sale Price

column,

From

is the date and time that a retail price change is to take effect. Placing

the cursor in this field and clicking will pop up a calendar for date selection. Select the date you want to

have the sale price begin on. The next column is to enter the time if the sale price is time sensitive.

To:

is the date the sale price will terminate. It is used for sale periods only. After the sale is over the

price will revert to the regular retail price. If you do not enter an ending date, Symphony Pro will

automatically assign a date 7 days after the start date. NOTE:

If you are using the Batch module DO

NOT enter prices directly into the sale price column because they will be erased by the system.

Symphony Pro updates the sale price column automatically from batches. If any batches exist (even 1

batch), all pricing that is entered directly into the Sale price column of the PLU maintenance will be

erased the next time the system checks to see if all batches are up to date in the price fields.

Points:

is used for customer loyalty building. You can enter a value of points that will be issued when

this product is sold. The points system can be defined to issue in either amount or %

programming in the register programming utility (

PosSetup

System

PLU

.) The default points setting

is to issue the points as an amount, not by percentage. NOTE:

Points can also be issued off the

tendering amount to simplify maintenance requirements. This is set in the

Button and form

programming of the

PosSetup

module under the parameters of the actual tender function.

Disc $:

is used when the price on file should be discounted by a pre-defined dollar amount. For price

levels 2 or greater, a discount entered here will be removed from that level's price. If the price level

being used has no price entered, the discount programmed will be removed from the price of the item

on level one.

is used when the price on file should be discounted by a pre-defined percentage. For price levels 2

or greater, a discount entered here will be removed from that level's price. If the price level being used

has no price entered, the discount programmed will be removed from the price of the item on level one.

S.R.P.

: The suggested retail price can be used to show the customer the price that the item normally

sells for. The POS can be programmed to calculate and display (or print on the receipt) the difference,

showing a "You Save" type message, based on the Suggested Retail Price field.

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Symphony Pro User Manual 2.0.2.1564

Size

: (

This information applies to the Label module only

) This is the size, weight or volume of the item

that will be displayed on labels created using the Label module. (The field must be included in the label

template)

Factor

: (

This information applies to the Label module only

) The factor determines the pricing base

displayed on the labels printed for the item. For example, the item's "size" (above) may be 500 grams,

but the label shows the price based on 100 gram quantities.

Margin (or Markup)

The title of the cost calculation box and

the way the price calculation is performed depends on the

setting selected in the Symphony Pro,

"File" menu, "Configuration" utility's "Misc" tab's "Cost / Price

Calculation" setting, described in the

"Misc" tab's help page

It is important to understand

the difference between a

MARKUP

and a

MARGIN, as the

calculation and results are different.

These fields allow you to calculate a price based on a profit

margin, or a percentage markup. To use the Margin fields there must be a cost in the item's cost field.

Each price level has its own target pricing box, and each price level can be set to different values as

the target.

It is also important to note

that if you use price levels, you should be sure that there is a

target value for all price levels. This is because if you ask Symphony Pro to calculate prices based on

the target value, the prices FOR ALL PRICE LEVELS is calculated.

If you have selected to use MARGIN:

The margin is based on the target profit margin, entered in the "

Projected

" field. The "

Actual

" field

shows the true margin after calculation. If the Projected margin calculates evenly, the Projected and

Actual fields will show the same amount. It is also possible to set the "

Last digit

" field to force

Symphony Pro to calculate the margin, then substitute the last digit (for example all prices end in "9").

Symphony Pro

just replaces

the last price digit. For example, you enter 9 in the "Last digit" and the

item's price calculated by margin is $1.81, Symphony Pro will use $1.89. If the "last digit" is 1 and the

price was $1.89, Symphony Pro will use $1.81. Often, this makes the "Projected" and "Actual" margins

different.

The MARGIN calculation decides how much to markup the cost to achieve the target profit margin,

establishing the selling price.

An example of a margin calculation

: An item costs $1.00 and you want

to make 30% profit. Symphony Pro calculates that to make 30% profit, the item's sales price must

$1.43 (note that this is a

MARKUP of 42.9%

)

If you have selected to use MARKUP:

The markup is based on the target markup, entered in the "

Projected

" field. The "

Actual

" field shows

the true markup after calculation. If the Projected markup calculates evenly, the Projected and Actual

fields will show the same amount. It is also possible to set the "

Last digit

" field to force Symphony Pro

to calculate the markup, then substitute the last digit (for example all prices end in "9"). Symphony Pro

just replaces

the last price digit. For example, you enter 9 in the "Last digit" and the item's price

calculated by markup is $1.81, Symphony Pro will use $1.89, or if was is $1.89. If the "last digit" is 1

and the price was $1.89, Symphony Pro will use $1.81. Often, this makes the "Projected" and "Actual"

markups different.

The MARKUP calculation takes a percentage of the cost and adds it to the cost to obtain a selling

price.

An example of a markup calculation

: an item costs $1.00 and you want to markup the item by

30%. Symphony Pro calculates 30% of the cost ($0.30), and adds that to the cost to obtain a sales

price of $1.30 (note that this is a

MARGIN of 23.1%

)

Margin vs. Markup Comparison Chart

Margin

Markup

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Maintenance Application 65

Margin

Markup

Margin

Markup

4.8

5.0

22.0

28.3

37.5

60.0

5.0

5.3

23.1

30.0

39.0

63.9

7.0

7.5

24.0

31.6

39.4

65.0

8.0

8.7

25.0

33.3

40.0

66.7

9.0

9.9

25.9

35.0

41.0

69.5

9.1

10.0

26.0

35.1

41.2

70.0

10.0

11.1

27.0

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Symphony Pro User Manual 2.0.2.1566

37.0

42.0

72.4

11.0

12.4

28.0

38.9

42.9

75.0

12.0

13.6

28.6

40.0

43.0

75.4

13.0

15.0

29.0

40.8

44.0

78.6

14.0

16.3

30.0

42.9

44.4

80.0

15.0

17.6

31.0

45.0

81.8

16.0

19.0

32.0

47.1

45.9

85.0

16.7

20.0

33.3

50.0

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Maintenance Application 67

46.0

85.2

17.0

20.5

34.0

51.5

47.0

88.7

18.0

22.0

35.0

53.8

47.4

90.0

19.0

23.5

35.5

55.0

48.0

92.3

20.0

25.0

36.0

56.3

48.7

95.0

21.0

26.6

37.0

58.7

49.0

96.1

50.0

100.0

NOTE: To apply price calculations to all items, or to filtered items, please see the Maintenance

application's

"Edit menu", "Item options" help section

Rental Items

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Symphony Pro User Manual 2.0.2.1568

NOTE:

Selecting type G rental changes the pricing columns from the normal price methods used in

A,B,C,D,E,F and H. You must also program Symphony POS lanes using the POS setup for rental

items.

For more on rental item programming, and how to use the "POS Setup", please see the

"Working with PLUs" section, "Rental Items"

help page below.

Type G

should be used for rental items that are rented for different periods of time. An example of

type G rental item is a VCR or Nintendo machine that may be rented for a day, a weekend or a week at

a time. Type H is used for all items that share the same rental period. This would often be the case for

most films in a C-store because they are rented for a fixed 24 hour period and no other choice is

available.

This example shows the Item table's "Price" tab with "G" type rental is selected.

Choosing method type G for an item will modify the fields available in the price column. No sale

column is available with type G. Price levels are available. When you select a type G, the pricing

column changes to an editable table. You must add records (lines) to this table to program the prices

for the available time periods.

·The first field is the length of the rental period in hours.

·The next field is a description of the rental period.

·The final field is the price for that period of rental.

Add as many rental periods as required for the item being added. If you select

Default

, the Symphony

POS will use that as the rental period even though multiple periods have been selected. If you do not

select a default period, Symphony POS will open a choice window for the operator to select the proper

period whenever the item is rented. If you select a default rental period, the

Price Modify

button can

be used to override the default status and pop up the list to permit POS operator selection.

Type H

items use the price exactly the way normal items do.

NOTE:

Other information on the rental system is available in the System set-up screen under the

Rent

tab.

Page 71

4.6.1.6 Cost Tab

Item (PLU) Maintenance: Cost

Tab

Each PLU can be assigned a cost for each vendor from whom it can be purchased. There is no real

limit as to how many vendors and costs an item can have, but items

must have a "Default" vendor

To assign vendors and costs to items, select the

Cost

tab from the PLU maintenance option. The

function key can be used as a shortcut to access the Cost table immediately. The information in the

cost table, such as Case / Cost will define the way this item behaves in the Entry module, when dealing

with orders, receiving and adjusting inventory.

Note:

The cost information is also used to keep track of the actual (or real) cost of the item when it sells

at the POS. This means that any changes made to item costs MUST be "deployed" to the front end to

keep accurate cost information for items.

This example shows the Item table's "Cost" tab.

Cost Target:

The target applies to both the Regular cost and Cost break sections below. In most

situations, the default "PAL" target does not need to be modified, since the item has only one cost per

vendor. However, in multi-store situations costs may vary from store to store, even from the same

vendor, often because of regional differences. The

Cost target

determines which store or cost group

the cost applies to. For items that have more than one cost from the same vendor, select the correct

cost target to modify.

The Cost tab is divided into two (2) sections,

Regular cost

and

Cost break

. The Regular cost section

Maintenance Application 69

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Symphony Pro User Manual 2.0.2.1570

deals with the normal cost for this item, when purchased in the usual quantities. The Cost break

section deals with purchasing options from the selected vendor. Each vendor for an item can have

multiple Cost break setups.

Note:

To work with each section, use the tool bars at the top of that section, not the toolbar across the

top of the PLU maintenance screen.

Regular Cost Section

·To add a cost and vendor for an item, double click in the Vendor # field to select from a list of vendors.

You will be prompted to accept the selection.

·To add additional vendors and costs for the same item, use the "+" button within the Regular cost

section, or hold down the [

Ctrl

] key and press [

·If there is more than one vendor for an item, use the black left and right arrow buttons at the top of the

Regular Cost section to move to the next or previous vendor.

·To remove a vendor from an item, select the vendor, then press the scissor button at the top of the

Regular Cost section, and accept the prompt that appears asking if the vendor should be removed

from this item.

Vendor #:

This is the number that has been assigned to identify a vendor in the system. Once the

Vendor table has been configured with the list of vendors, you can double click to select from the list of

vendors that exist in the system. For more on how to program vendors in the system, see the

Vendor Table programming

section below in this manual.

Item Code:

Most vendors use their own codes for items, different from the UPC or PLU code. If you

have assigned a vendor's item code for the item, it can be used to retrieve items from the PLU

maintenance by pressing the [

] button, and entering the vendor's item code. You can also search the

vendor code list by pressing [

Shift

] and [

]. A vendor code selection list opens, displaying a list of all

vendor item codes in the system.

Case / Cost:

This is the case quantity for the item, followed by the case base cost. If the item is

purchased by unit from the vendor, enter 1 as the quantity per case, along with the unit cost. After

entering the cost for the default vendor, be sure to enter the cost for any other vendor that supplies this

item. The Case / Cost information will be available in the Entry module when ordering or receiving from

the assigned vendor.

Remark:

Is used to enter a short, meaningful note for the item, up to 30 characters. Often this is to

remind users of some important fact about purchasing the item from the linked vendor, or other special

note about the item.

Default:

As mentioned above, items with a cost

MUST HAVE

a default vendor. There can only be 1

"default" vendor for each item. If you set the Default flag for a vendor, the system removes the Default

flag from all other vendors for the item. The default vendor flag is used by the system when working

with inventory, such as orders generated by the system.

Unit Cost:

The Unit cost field is the

calculated cost

per unit based on the information entered above.

You cannot edit this field directly, and appears as a confirmation.

Cost Break Section

The Cost break section allows you to enter additional cost information from the vendor, notably the

quantity purchase breaks offered by the vendor. Many vendors offer dollar or percent discounts when

certain purchase quantities are reached. Each vendor for an item can have many Cost break entries.

For example, if a vendor offers several cost break levels, they can all be entered, so that when

purchasing items in the Entry module's Order option, the system can alert you that there may be a

Page 73

Maintenance Application 71

better cost if you order more.

Note:

Each Cost break record MUST HAVE both start and end dates to be valid. If both dates have not

been selected, the system will prompt you before leaving the record.

·To add a cost break for an item's vendor, enter the purchasing quantity specified by the vendor in the

"Quantity break" field. You will be prompted with a calendar to enter the start date for the cost break.

·To add additional cost breaks for the same vendor, use the "+" button within the Cost break section, or

hold down the [

Ctrl

] key and press [

·If there is more than one vendor for an item, and they all have cost break information, use the black

left and right black arrow buttons at the top of the

Regular Cost

section to move to the next or previous

vendor. The

Cost break

information changes to reflect that vendor's cost breaks. Then, use the black

left and right black arrow buttons at the top of the

Cost break

section to move to the next or previous

cost break for the selected vendor.

·To remove a cost break from an item, select the appropriate vendor from the Regular cost section,

then select the cost break information to remove and press the scissor button at the top of the Cost

break section. Accept the prompt that appears asking if the cost break information should be removed

from this vendor for this item.

Quantity Break:

The quantity break field is used to enter the case quantities (

or units if purchased that

way

) that must be purchased from this vendor to obtain the cost break. Remember that you can have

different levels of Cost breaks from each vendor. For example if you purchase between 10 and 20

cases, the vendor offers a certain cost, but between 20 and 30 cases, there is a better cost. Each cost

break level is programmed to reflect the purchasing information.

From / To:

Both the from and to fields

must contain

valid dates for the cost break offer. Double click

the date fields to open a calendar utility, making date selection easy. You can also enter the dates

manually, keeping in mind that the date format for these fields follows the Windows "Regional settings"

setup for date formats on the host computer.

$ Discount:

Enter the discount amount in dollars, if the vendor offers a dollar based discount for this

cost break.

% Discount:

Enter the discount amount as a percentage, if the vendor offers a percentage based

discount for this cost break.

Unit Cost:

The Unit cost field is the

calculated cost

per unit based on the information entered above.

You cannot edit this field directly, and appears as a confirmation. This field is handy to quickly see the

difference between the

Regular Cost

unit price, and the

Cost break

unit cost.

Item (PLU) Maintenance: Inventory

Tab

Using the inventory feature

The system can track inventory levels to assist the ordering and receiving process. The first step is to

define whether stock on hand and reordering is being used on the item. These settings are available in

the PLU maintenance. The inventory settings are located in the same column as the regular retail price

on level 1. Note that changing to another level does not affect the inventory settings you make. All price

levels share the same stock on hand.

The table below shows the fields that can be defined in regards to the inventory tracking for each item.

There are four fields to define.

4.6.1.7 Inventory Tab

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Symphony Pro User Manual 2.0.2.1572

This example shows the Item table's "Inventory" tab.

Store number

is needed when you are working on a multi-store inventory system because stock

levels may not be the same at all stores.

Inv. (Inventory tracking)

Select this field to allow the stock to be tracked on this item.

Ord (Reorder item)

Select this field if this is an item that is reordered using the Symphony Pro

ordering system.

Min (Minimum on hand)

Enter the minimum quantity in selling units that should be kept on hand for

this item.

ROQ (Reorder quantity)

Enter the quantity that should be ordered (in multiples of the purchase size.)

This table does not require any entry for items that do not use inventory tracking. For example, if you

are using an item code for miscellaneous sales you will most likely not need to order the item. It is a

non-stock item. No entry is required in the inventory table. The same would be true if you purchased an

end of line or some discontinued products.

Once the inventory flags for a re-order item have been defined it will be possible to set up a link to a

vendor (s) that supplies the item. The vendor link is required to be able to define a cost and a purchase

format for the item. For example, if you sell jars of mustard you probably order the mustard by the

case. In the cost link table you will define the purchase format for the item. In the inventory information

on the item maintenance you will define the minimum number of jars of mustard to keep on hand. In

the reorder quantity you will enter the number of cases you want the system to suggest as an order

when the minimum is reached.

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Maintenance Application 73

The

Parent / child

fields are used to link items together for inventory tracking. For example, you

purchase cartons of 200 cigarettes, packaged as 8 packs of 25 cigarettes each. The cigarettes are

sold by both the carton and by the package. You therefore need to create 2 items with separate UPC

codes so that they both affect a common inventory level. Here is an example for parent - child set-up.

·Create item 1111111111 (the UPC code for a carton of 8 packs of 25 cigarettes of Brand A).

·Set this item 1111111111 to track inventory in the inventory tab. Set the minimum and reorder quantity

to the desired level.

·In the cost tab select the vendor and set the quantity per case as 1 with a case cost of $24 (for our

example of course you can set your real cost here...) Enter the vendor item code if required on your

system. This is the warehouse number for the product. Set the default vendor flag if not already

selected.

·In the Price tab, set the price of item 1111111111 to sell as a carton. For example, 1 quantity for $32.

·Now create item 2222222222 to be able to sell a package of cigarettes of Brand A.

·Price the item 2222222222 to sell for $4.25 for one pack.

·Item 2222222222 would not be set to track inventory.

·Item 2222222222 will have Parent - child set to

Active

·Below the active you will enter the item number of the parent product. In this case that field will be set

to item 1111111111 which is the code for the carton of Brand A.

·The parent item would be set to 1111111111 (UPC code of carton Brand A.)

·The quantity in the parent-child window will be set to .125 because when you sell a pack of brand A

you want to reduce the stock level of the carton by one package or 1/8th of a carton.

Now you will able to sell both packages or cartons and reduce inventory for the same item.

NOTE:

You can also decide that you want to maintain the inventory in packages, not in cartons of

cigarettes. In that case you would program the cost on the package of cigarettes (item 2222222222) as

follows: Vendor xxx, units per case would show 8, cost per case would show $24 (as above) and the

vendor item code would be the same as before. Then you would set the inventory to be tracked on this

item. The

parent - child

relationship would be set to active on the carton (item 1111111111) with a

quantity of 8. This means that when a carton of cigarettes

is sold,

it will remove a quantity of 8

packages from stock on hand. So you are still purchasing cartons of 8 packs of cigarettes and both the

carton UPC and the package UPC will be reducing the same inventory.

Item (PLU) Maintenance: Sales

Tab

The

Sales

tab is available to view sales of this item for the last 7 weeks. If there is no weekly closing

for the last weeks, the Maintenance application shows a warning message asking if you have run the

MAKEWEEK command. Normally, the daily, weekly and monthly closing commands are configured as

events in the Events / Tasks manager at installation to run automatically at appropriate times.

4.6.1.8 Sales Tab

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Symphony Pro User Manual 2.0.2.1574

This example shows the PLU weekly "Sales" tab.

The sales figures (quantity and amount) are displayed in graphic format to give the viewer a quick

overview of recent sales for the item selected.

Item (PLU) Maintenance: Picture Tab

Associating Pictures With Items

It is possible to associate pictures with items, so that when an item is scanned the Symphony POS

terminal displays the item being purchased. There are several factors to consider before using images,

such as system capabilities, including terminal and server processor strength, disk access, POS

display type, network components, etc. The time required to display the image will vary according to

these factors, which might out weigh the benefits of displaying the image.

The "Picture" tab "Browse" button opens the default Symphony Pro "Image" folder, a sub-folder of the

"Office" folder.

Image File Naming Convention

Symphony Pro is programmed to assign the correct name for images that you select for items.

Regardless of the image name you select using the "Browse" button, Symphony Pro will copy and

rename the file with the required internal image file name. The name is actually created from the item

code, so that the POS lane will select the correct image according to the PLU scanned or manually

entered at sale time.

4.6.1.9 Picture Tab

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Image Type and Size Restrictions

Symphony Pro supports two common image file types: "bitmap" (.BMP) or "JPEG" .JPG. Image

resolution and file sizes should be kept as small as possible while maintaining reasonable image

appearance.

Required POS Setup

The POS screen display must be configured to display the image. The size of the screen area "Form"

that displays the image must be determined, as well as how the image will be displayed. If the images

all have a standard size, the form can be set to fit the standard image. If the images vary in size, the

POS screen form can be set to "stretch" the image to fit the screen, but this can lead to unreasonable

image appearance. Use the Symphony Pro "Modules" menu, "POS setup" utility to access the POS

screen setup.

4.6.1.10 ECL tab

Creating Electronic Coupon links

Situations arise where mix and match or other price models do not work for the type of deal you may

want to run. Symphony POS has the ability to trigger a discount when specific criteria have been met in

a transaction.

The "ECL" tab allows the user to create items as electronic coupons linked with a set of rules that

establish when the coupon is issued. The ECL tab displays the records created as the coupon rules. It

is possible to have multiple records programmed with different conditions that must be met to trigger

the coupon. For example, you may want the POS to issue a coupon when a customer purchases a

specific quantity of items ("buy 6, get one free"), or combination of types of items marked with a

Promo ID

". The ECL tab records can be used to maintain simple or compound promotional rules.

The ECL tab table is dynamic, meaning that depending on the "Type" field for each rule record, the

fields in the rule record contain values for the related type.

To use the ECL tab you must first create a new unique item code with a description, subdepartment

and value (price) fields. In the POS tab of this item set the flag

store coupon

to yes. The coupon's

value in the price field is positive, but because it is marked as a "store coupon" in the POS tab, the

front end will subtract the coupon's value from the transaction it is applied to. Once the coupon item

has been created, you can determine the set of conditions in the Promo tab that will issue the coupon

during the sale.

Example automatic discount by electronic coupon:

Imagine the case when you want to sell a

coffee and a croissant for a total of $1.99 even though the normal price is 2.48 combined (coffee at .79

and croissant at 1.69). You cannot use a mix match group because 2 of either product would trigger

the 1.99 price and you don't want to allow 2 croissant or 2 coffee to be sold at that deal price. So we

move to the ECL table and create a new item that will give a .49 discount when a coffee and croissant

are sold together.

Set-up:

1-Create a new PLU item called Coffee & Croissant promo.

2-Set the sub-department for this new item to where the discount will be reduced.

3- Set the Store Coupon flag on this item (it will make the price negative so this PLU acts like a

coupon).

4-Set the price of this item to be the price reduction price for this item combination.

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5-Add a first qualifying record in the ECL tab of the new Coffee & Croissant promo item. Set this to

type ITM and enter the PLU number for the Coffee.

7-Add another record to the ECL table of the Coffee & Croissant promo item. Set this to ITM and enter

the PLU number of the Croissant.

(You have now instructed Symphony POS to sell the Coffee & Croissant promo item automatically

when the 2 products on the ECL tab are entered in the transaction.)

8-Deploy all changes to the POS.

This example shows the "Promo" tab set-up for an in store electronic coupon. The coupon PLU named

Coffee & Croissant promo

will be triggered by the POS once the Large coffee and the Chocolate

Croissant items are entered into the transaction.

Meal deal or Combo pricing

Another scenario exists that occurs when you want to run a combo deal on different products for a

total price where the base price of the items included in the deal is not necessarily the same. Imagine a

combo where

any pastry and a small coffee can be purchased for a total of 1.99 even though

different pastries combined with the coffee give different totals. To use the ECL coupons as mentioned

above would require a new coupon item for each different price combination. But you can create an

item that will replace the individual prices with the price of the combo deal.

Example of Combo deal:

This makes the POS act on meal deal items as follows: when the ECL table

criteria are met the Price of each qualifying item becomes ZERO and the MEAL DEAL item is triggered

and the Meal deal price is used. Purchase any Pastry (pastries may have several different prices) and

a coffee for 1.99 no matter what the total price would have been.

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Maintenance Application 77

Set-up:

1-On each of the qualifying pastry items set the Promo ID (POS Tab F383) to a common id number.

2-Create a new PLU item called Pastry-coffee duo.

3-Set the sub-department for this new item to where the revenue for the sale of the deal will be

tracked.

(This item is not set as Store Coupon or Vendor Coupon because we want to replace the individual

price of each qualifying item to the price of the Pastry-coffee duo)

4-Set the price type of this item to D (package price)

5-Set the price of this item to be the meal-deal price for this combo.

6-Add a first qualifying record in the ECL tab of the new MEAL DEAL item. Set this to type PID (promo

id) and enter the promo id number you set on the pastry items in step 1.

7-Add another record to the ECL table of the MEAL DEAL item. Set this to ITM and entre the PLU

number of the small coffee.

(You have now instructed Symphony POS to sell the MEAL DEAL item automatically when the

products on the ECL tab are entered in the transaction.)

8-Deploy all changes to the POS.

Hint: This can also be useful when you want to sell many UPC2 items (read price from label) for a total

price rather than the scanned price of each package of meat or cheese... Such as on Friday evening

when the meat counter is full and you would like to sell any 5 items in it for 19.99. All the qualifying

items found in the counter would be given a common promo ID. Create a "PICK 5 ITEMS" PLU would

be set as Price type D with a price of 19.99. The ECL tab of this PICK 5 ITEMS PLU needs one record.

The record must have the PID number that was given to each of the individual meat items and the

QTY field must be set to 5. This means that when 5 of the qualifying items are sold the system will

trigger the PICK 5 ITEMS PLU and replace the unit price of each item with the package price of 19.99

NOTE:

Remember that although the Promo tab is displayed for all items, it is only used in conjunction

with items marked as "Store Coupons" in the POS tab.

ECL qualifying record Type

To create the promo rules for the store coupon, select the promo tab, and double click the "type" field.

A list of promo types appears, allowing you to choose the promo type. NOTE:

Depending on the type of

promo, some of the fields may not apply, or the type of values each field contains may vary.

ITM - Item

: Select the ITM type to use an item code and quantity or amount sold as the type of promo.

Once the quantity entered in the "Qty" field is reached during the period established in the "Method"

field, the POS will issue the coupon. In a "buy 6 get one free" example, make the coupon's value the

same as the product's value; when the cashier scans the 6th item, the POS diminishes the amount of

the transaction by the value of the coupon. NOTE:

When ITM is the selected type, the "

Code

" field

contains the item code.

PID - Promo ID

: The Promo ID is used in connection with the Promo ID field on the POS tab. The list

of Promo IDs is user defined, selectable from a drop down list after they have been created. Once a

promo ID record exists, different products can be tagged with the ID. For example, a coupon can be

created and be issued when a customer purchases any three items marked with that promo ID

number, like a bag of chips, a soda, and candy bar. NOTE:

When PID is the selected type, the "

Code

field contains the user defined Promo ID number.

SUB - Subdepartment

: This coupon rule checks for items in a specified subdepartment. The coupon

can be set to issue when a pre-determined quantity or amount is purchased. NOTE:

When SUB is the

selected type, the "

Code

" field contains the subdepartment number. (not implemented as of June

2003)

DPT - Department

: Like the subdepartment coupon type, this coupon rule checks for items in a

specified department. The coupon can be set to issue when a pre-determined quantity or amount is

purchased. NOTE:

When DPT is the selected type, the "

Code

" field contains the department

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number. (not implemented as of June 2003)

PTS - Points

: If the POS is set to issue points for items purchased, this coupon rule determines the

amount of points required before the coupon is issued.

(not implemented as of June 2003)

CLF - Client Level

: This coupon rule will limit the use of the coupon to customers assigned to the

customer level (determined in the Customer table) programmed here. This can only be used in

situations where the Accounts Receivable module is registered for the installation.

(not implemented as

of June 2003)

TTL - Total sale

: Use this "type" of coupon to establish the total amount of the transaction required

before the POS will issue the coupon. Enter the total amount required in the "Amount" field.

(not

implemented as of June 2003)

Cumulative Purchases

The "Cum" field is used in conjunction with the

Customer Accounts ONLY

. It is used to establish the

tracking period for the coupon rule. It can be set to issue the coupon every time the rules are met by

transaction, or over a set period of time. In other words, the POS will access the customer account to

find the total purchase over the period determined by the "Cum" field.

(not implemented as of June

2003)

Method Qualifier

The Method determines the amount of times the coupon can be issued during a transaction. If no

Method is set, the default is "Unlimited".

Once Only

: The coupon will only be issued once during any transaction.

Unlimited Repeat

: The coupon will be issued as many times during a transaction as the coupon's

conditions are met.

·"

Biggest Only

" or "

Smallest Only

" are used to limit the coupon to one item when more than one of

the item are sold during the same transaction. For example, a discount is offered on turkey sold by

weight, but the store only wants to discount the largest turkey purchased if there are more than one

entered in the transaction.

Creating kits

Some stores need to create kits to sell

package deals

. Examples of kits: aquarium, filter, pebbles, etc

in a pet shop. In a sport store it could be the golf clubs, bag and lessons that make up a specially

priced deal or

kit.

A kit is used to sell the kit contents automatically by entering the kit PLU number. To create a kit you

need to start by defining the number that will be entered to sell the kit. When you have chosen the PLU

number add it to the database as you would for a normal PLU item, setting its price, subdepartment

and other information that you normally define. To define the item as a kit, select the kit flag on the

Object tab.

4.6.1.11 Kit tab

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Maintenance Application 79

This will toggle the cost tab to become the kit tab. Access the kit tab to select the items that should be

deducted from inventory when the kit PLU is sold.

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Building the kits

The PLU items that make up the kit need to be added to the grid showing on the Kit tab. To

add

item to the Kit list, double-click in the PLU number column and select the PLU you want to include. To

remove

an item from the kit list, right-click on the PLU to remove and press delete. The

description

the PLU appears automatically. A default

quantity

of 1 will be set. You can modify the quantity to be

used when the kit is sold by accessing the quantity column and entering the correct quantity. The

price

and

amount

fields display the unit price and extended amount of the individual PLU's according to the

quantity you selected and using the current

price level

and

price target

. These fields cannot be edited

here. If you want to change the price of an individual PLU use the normal price change feature in PLU

maintenance for that item. The ratio column displays the revenue that will be attribued to each PLU

based on the price of the kit. This column cannot be edited. The system assigns the revenue to each of

the PLU's on a pro-rata basis. The last column called

represents

No void

. This flag is used to

determine whether the item can be removed from the kit by the operator on the POS terminal. This

may be required if you want to remove an item and sell another item in its place. Note that the item is

removed at the

ratio

price. The new item will be entered at it's regualr price.

The bottom of the kit tab displays the total price and cost of all components. The kit profit and profit

percentage are displayed for your convenience.

Note:

The kit tracking feature is not available with all POS systems. It is functional with Symphony

POS front end terminals. Please inquire with your dealer to verify that kits are available with your front-

end terminals.

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4.6.2 Working With Items

Working with Items Overview

In this help section you will find information about:

Filtering and Global Modifications

: Symphony Pro utility that allows you to work with groups of items

by setting a "filter" to extract the items from the database. This means that changes can be applied to

items with similar pricing or other common programming attributes.

Add / Copy / Delete Items

: The correct procedure to follow to create new items, either by manually

entering all the information, or copying information from an existing item (except the item code), and

how to remove items from the database.

Deploying Modified Items

: Once you've made changes to items or other information that affects the

system, the modifications (or additions) must be "deployed" or activated in all existing stations.

Rental Items

: Symphony POS and Symphony Pro can deal with items that are for rent, including

multiples of the original code. Rental items can be controlled with in / out dates.

Printing Labels

: Items can be set to trigger the system to produce labels when there is a price

change.

Extracting Items Using Filters

The Maintenance application includes a "Filtering" option used to select multiple records based on

common criteria, often used in combination with the "Global Modification" feature. For example, it may

be necessary to find all items in a specific sub-department with a price greater than $1.79 AND taxable

3 flag selected. The following explains how to set up and use filters.

Setting a Filter

Start be clicking the filter icon

from the icons area of the PLU maintenance screen. You can also

select the filter option from the Global Modification menu. Once filter mode is active, the additional

filtering will appear on the screen.

Press

to select the fields you want to use to filter the item file to extract records. Next, right-click

on the field to be filtered. If you right click an alpha field (like item description), a new window appears

allowing you to select the "Criteria" used to filter the description. The choices are available by using the

pull-down menu in the Alpha-numeric window as shown below.

Filtering with an Alphanumeric Field

Maintenance Application 81

4.6.2.1 Filtering and Global Modifications

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This example shows the Filter setting tool.

Equal to

will list only the items that

match exactly

with the data you enter in the search field.

Begins with

will list all items that

begin with

the same data you enter in the search field.

Ends with

will list all items that

end with

the same data you enter in the search field.

Includes

will list all items that

include

the same data you enter in the search field.

Not equal to

will list all items that

do not match

the data you enter in the search field.

Filtering with a Currency Field

When you set a filter in a currency field, the search criteria is different as shown below. Right click in a

currency field such as price to obtain the filter window.

This example shows the Filter setting tool.

Equal to

will list only the items that match exactly with the data you enter in the search field.

Greater than

will list only the items whose price is greater than the data you enter in the search field.

Smaller than

will list only the items whose price is less than the data you enter in the search field.

Different than

will list the items whose data is different that the data entered in the filter field.

Between

will list the items that are between the 2 amounts entered.

Filtering with a Logical Field

A "Logical Field" is a field that has only two (2) possible values, for example, On or OFF, True or

False, selected or not selected. When you set a filter by right clicking on a logical field such as taxable,

the window appears like the example below:

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Maintenance Application 83

This example shows the Filter setting tool.

In a logical field, if you mark the selection box, the filter will list the items that have the field selected as

well. If you leave the selection empty, only the items that do not have the field selected will be listed.

Filters may be set on several fields to pinpoint exactly the items you are searching for. When a filter is

activated, the field being filtered becomes yellow.

To view the fields that are currently filtered press the

icon. The system will display the list of fields

currently being filtered.

To activate the search on the filtered items, press the

icon. The system will create a table and list

the items which respond to the search.

When you need to clear the filter, press the

icon.

While the filter is active, the next record icon and the previous record icon will move ahead to the next

record that responds to the active filter.

Combining Filters and Global Modifications

It is also possible to perform

Global Modifications

on the item file. To use global modifications, you

must first establish a filter, explained above. Several tools are provided to set the modification.

Press the

to enter the Modification mode. Right click each field to modify.

When you have completed the modifications it is possible to view the modifications that are about to

be applied by clicking the

icon.

To apply the modifications to the list of filtered items, press the

icon.

To clear the modifications at any time, press the

icon.

You can perform global modifications on logical fields by either selecting or clearing the flag set in that

field. A global modification in an alphanumeric field such as the description will replace all descriptions

with the one you entered. A global modification performed on a currency field such as the price allows

you to replace and increase or decrease by amount or by percentage. When you make a global

modification on a currency field based on a percentage increase or decrease you also have the option

to set the last digit the price will be rounded up to. If you want all the prices to end with a 7, enter it in

the

ending with

column. All prices will be calculated and then rounded up to numbers ending with 7,

such as 1.37, 1.47, 1.57, etc.

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C reating and Removing Items

Adding New Items

There are several options to create new items, depending on the circumstances. Sometimes it is

easier to create a new item and fill in all the required information manually. To create a new,

blank

PLU code in the system, use the "+" toolbar button. Clicking the plus tool opens a "New PLU" window

that prompts you for the new code. After entering the new code, the standard PLU edit screen appears,

allowing you to enter the complete item information.

Adding New Items by Copying

Often, new items contain much of the same information as an existing item. For example, a

manufacturer decides to distribute a new flavour of an existing product. This means that the new item's

format, vendor and price are probably identical as existing items, with the only difference being the

UPC (item code) and descriptor. In these cases, it is much easier to create the item by copying the

information from an existing PLU. To create a new item by copying from an existing one:

Instead of pressing the "+", enter the new code directly in the "Item Number" field, just as you would to

extract an existing PLU from the database. Because the Maintenance application doesn't find the new

code, it opens a

QueryForm

panel with the following options:

This example shows the item creation options.

Options

Cancel

to abandon the operation if you have entered a non-existing item code in error.

New

creates the new item and blank all the existing data fields, following the same procedure as

described above for creating items with the "+" toolbar button.

Always New

creates the new item and blanks all the existing data fields,

and continues

using the

same process for every new item code entered. The QueryForm panel

will not be presented

again

until the Maintenance application is restarted

. This will save time by reducing the operator prompting.

Copy

uses the item on the screen as a

template

for the new item being added.

All

data fields will be

4.6.2.2 Add / Copy / Delete Items

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Maintenance Application 85

copied to the new item. This is time saving when creating items that have common information.

Always copy

uses the item on the screen as a

template

for

all

new items being added. All data

fields will be copied to the new items. The QueryForm panel

will not be presented

again

until the

Maintenance application is restarted

Modify existing

actually

replace

s the item number (UPC) for the item on the screen. Once

deployed, the old code

will no longer exist in the database

Please read the warning below before

using the Modify option.

Always modify

replaces the UPC for

all

subsequent items being modified. The QueryForm panel

will

not be presented until the Maintenance application is restarted

Please read the warning below before

using the Modify option.

!WARNING!

: Be

extremely careful

when using this option. This option is normally used in situations

where an error has been made while creating a new item code. The new item has been created and

programmed, but with the wrong code. Since the new item has not been sold in the system, there are

no serious effects.

Before using this action, you should consider these factors:

·Although occasionally necessary because manufacturers sometimes change their product's UPC, the

repercussions of this action are serious. In such cases, you should use the

Copy

option, creating a

new code with the same information as the old code. In this way, you can continue to sell the old code.

·The item's sales history is linked to the old code. The Modify option actually deletes the old code from

the database, so when you view item sales reports that contain the old code, the code will appear

without a description.

Removing Items

When you are sure that you will no longer sell an item (or the item is never used), you can remove it

from the database. When items that have sales are removed from the database, they will still show up

in the item sales reports, but the deleted items will have no descriptor. To remove items from the

database:

Extract the item, then use the

delete tool on the toolbar to remove it.

Sending Changes to Targets

Modified records

need to be transferred to the Symphony POS terminals. The toolbar's

icon

changes from gray to green

to advise the operator that changes have been programmed on this

record but they have not been transferred to the front end database(s). Using the instant deploy tool

from the item programming window will send any modifications to the target terminals (or stores in a

multi-store situation).

By default, the Symphony Pro task scheduler is set up to automatically send all modifications

(including items) to targets at a pre-set time. This means you can also force all changes to be sent by

manually executing the "Deploy All Changes" event from the "Events / Tasks" main menu option.

NOTE:

When you first create items, some of the option check boxes will appear to be "grayed out" or

4.6.2.3 Deploying Modified Items

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selected but gray. You do not have to select and

select them. The grayed out check boxes indicate

that the database has no value for these fields (neither yes, nor no.)

Controlling Rental Items

Symphony POS

can control

rental items

by setting the items as rental, and defining the rental

parameters. Symphony POS rental items could include video films in a c-store, VCR machines,

strollers in a zoo, etc. There are 2 types of rental items in Symphony POS and they must be defined in

the item maintenance.

Method type

must be set to G or to H for rental items.

Type G should be used for rental items that are rented for different periods of time. Example of type G

rental item is a VCR or Nintendo machine that may be rented for a day, a weekend or a week at a time.

Type H is used for items that share the same rental period. This would often be the case for most films

in a C-store because they are rented for a fixed 24 hour period and no other choice is available.

Choosing method type G for an item will modify the fields available in the price column. No "

S ale

column is available with type G. Price levels are available. Type H items use the price exactly the way

normal items do.

This example shows the Item table's "Price" tab with "G" type rental is selected.

The first field available in Method type G items is the length of the rental period in hours. The next field

is a description of the rental period. The final field is the price for that period of rental. Add as many

rental periods as required for the item being added. If you select

Default

, Symphony POS will use it as

the default rental period, even though multiple periods have been selected. If you do not select a

default period, Symphony POS will open a choice window for the operator to select the proper period

whenever the item is rented. If you select a default rental period, the

Price Modify

button can be used

to override the default status an pop up the list to permit operator selection.

4.6.2.4 Rental Items

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Maintenance Application 87

If you have

multiple copies

of the same item, you will need to create different PLU codes for each

item. This way Symphony POS can track all copies of each item and the due time or reservation date

of the product. In cases where you need to monitor return times for different copies of the same

product, it is important to follow some basic rules to be able to track the information for the multiple

copies. Here is a practical example.

You have 3 copies of the film Titanic. Create the first PLU number using 1234561. The PLU number

for the film is really 123456 and the last digit identifies it as the first copy. Then create the second copy

as item 1234562 exactly the same way you set up the first copy. Finally create 1234563 as the third

copy. Now you will be able to define, as shown below, the position of the copy identifier within the PLU

record. Reservation reports and reports that show the time films are due could report on the items

123456x together instead of requiring you to search all 3 items.

Other information on the rental system is defined in the Possetup module System set-up screen under

the

Rent

tab.

Rent Tab

Rental items can be controlled by Symphony POS when the system is used with the Symphony Pro

backend system. The rental tab includes general programming that defines how the rental system will

operate. To access the

POS rental tab

, select "POS setup" from the Symphony Pro "Modules" menu.

The rental item programming is found in the Symphony Pro system under PLU programming.

The Symphony POS Setup module showing the Rent Tab.

Return time

: Symphony POS can control return time for rental items two ways. The more popular

application for rental with Symphony POS is controlling films in a c-store type application. In this type of

environment, the return time is usually determined as being 6:00 pm or thereabouts. If this is your

case, leave the Check box for

Based on the period

as a blank. An item rented today at 3PM will be

due at the return time tomorrow. Same thing for an item rented at 11PM tonight, it will be due tomorrow

at 6:00PM if a return time is specified.

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When Symphony Pro is used for rental that is based on time, you need to place a check mark next to

Based on the period

. This would be used in an application where something is rented for an hour, 2

hours, 8 hrs, etc. An example would be strollers rented to customers by the hour in an amusement

park. When you select this option, any time that shows in the Return time will be ignored.

Late fee

: In situations where you want to charge a fee for late returns, select whether or not

Symphony POS should

open the account

for the customer that rented the item. If a fee should be

charged, check the

Charge late fee

box. Then press the

button

in the

Late fee

area. You will be

promoted to select a button from the button list that was programmed in Buttons and forms. So you

can assign a preset PLU, an open PLU or Subdept, or any other button to be executed when a rental

item is returned after the prescribed time.

Grace period

: To permit an automatic grace period beyond the return time, enter the grace time in

hours (probably as a fractional amount) or in percentage of the rental period. Selecting a percentage of

the rental period (such as 10%) would obviously extend a 30 day rental by 3 days (such as a pair of

crutches in a pharmacy.)

Copy identifier

: When several copies of the same item are available, you can determine with

Symphony POS the copies rented by different customers. Without doing this, Symphony POS will not

know who has a specific copy of the same item, such as a film. You can determine which digits

represent the copy number within the PLU number entered to rent the item. The copy identifier digits

can be placed at the start or at the end of the PLU number created in Symphony Pro. Choose

First x

digits = copy

to place the copy identifier digits at the start of the PLU number. Or select

Last x digits

= copy

to place the copy identifier at the end of the actual PLU number.

You may also determine that the PLU number itself is a specific length and the remaining digits are

used as the copy number following the same logic as above. Select

First x digits = Item

Last x

digits = copy

if this is the case.

You can also define how many digits are required to identify the copy. If you never have more than 9

of the same item, select 1 in the

#digits

entry. This field corresponds to the value

referred to in the

First

x digits = copy

field.

Type H period

is used to define the fixed period used by price type H PLU items. These are rental

items that do not have variable rental periods like the price type G items. This would be most common

for items like films in a c-store that are always rented for the same time period.

Linking Items with Labels

Symphony Pro can also generate item or shelf labels if the Label printing utility is registered for use.

To modify or create label templates you must also register the Form Manager. Please consult your

TEC Dealer if you require more information concerning labels.

The label format(s) for the item are programmed within the item, using the Maintenance application's

desktop "PLU" icon to access the item tables. Once an item has been associated with a printable label,

the Report application's Selection utility provides label printing choices. This means that there are two

steps to complete to be able to print labels.

Items must be programmed with an associated label type. To link items to use a specific label

template, access the item table programming in the Maintenance application. At the bottom right of the

"POS" tab, there is a section titled "Label", which includes a label type selection tool. Double click in the

Type

" box to open the label selection tool. Symphony delivers 3 default label types. Type A uses

4.6.2.5 Item Label Setup

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Maintenance Application 89

labels sized 4" by 1.5" (Avery 5159). Types B & C use labels sized 2.625" by 1" (Avery 5160). Label

type D prints a ½ page label as a sample shelf sign. It also does a conversion of the retail price from

kilogram to pound in the case of scalable items. The price descriptor is taken from the object table size

description field unless the fields is blank. Then we use the word each as size description. Your dealer

can modify labels for you so consult him for further assistance.

This example shows the Item table's "POS" tab, with the label selection tool.

The available label types appear in the list within the label selection utility. Each type of label in the list

has a selection box beside it. To associate a label type with the current item, place a check mark in

one or more of the label types. This associates a label type with the item.

Items can be associated with a label type without necessarily printing. To enable the item to be

selected at label printing time, the item must also be set to "

". Clicking the "Print" box in the label

section of the POS table sets the item as selectable at label printing time. Symphony Pro automatically

selects the "Print" box when a price is modified for the item.

To print labels, access the "Report" application from the Symphony Pro desktop. For help on printing

labels, refer to the

Printing Labels help page

under the Report System section in this manual.

Sub-department Overview

Symphony POS requires the linking of an item to a sub-department for several reasons. Rather than

taking a daily list of each product sold which be very lengthy for certain types of stores, a sub-

department report is used as an overview of what each area in the store is doing. Sub-departments are

in-turn linked to departments to provide a more consolidated view overall. Examples of departments

may be Grocery, services, etc. The Grocery department could in turn be broken down to many more

sub-departments: grocery, taxable grocery, meat, diary, etc.

Sub-departments all have individual flags for taxability, scale, etc. Once programmed, item

programming time can be reduced by associating the item with a sub-department using the "Follow

sub-department" option available in the item's "Quick" or "POS" tab. This way you only need to manage

the exceptions within a sub-department.

4.6.3 Sub-department Table

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Sub-Department Table Settings

This example shows a Sub-department table record.

Sub-Department

is used to enter the record number this sub-department will use.

Department

is a compulsory link that associates the product to a larger group for reporting purposes.

POS target

: Use this filed to select the target for this sub-department when you are working on a

headquarters system. For example, when you need to send different tax programming to different

target zones this will be how you do it.

Main Description

is used to set a main item descriptor used on the report system.

POS Description

field allows you to enter 2 descriptions that are used to give a description which will

appear on register receipts if the sub-department is used for manual sale entry.

Taxable 1

: Select this flag if tax rate 1 should be applied when this item is used.

Taxable 2

:Select this flag if tax rate 2 should be applied when this item is used.

Taxable 3

:Select this flag if tax rate 3 should be applied when this item is used.

Taxable 4

:Select this flag if tax rate 4 should be applied when this item is used.

Food stamp

: Select the food stamp flag if this item can be paid for with Food stamps and you are in a

jurisdiction that accepts food stamps.

4.6.3.1 Sub-department Programming

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Maintenance Application 91

WIC

: Select the WIC flag if this item can be paid for by WIC check.

Prohibit discount

: Select this flag to stop the operator from applying a discount to this item. The item

will also be excluded from the running discountable total or from the account discount subtotal.

No refund

: Select this flag to prohibit refund of this product code. The point of sale will prevent the

cashier from entering the item's code and pressing the refund function.

No return

: Select this flag to prohibit return or exchange of this product code. The point of sale will

prevent the cashier from entering the item's code and pressing the return function.

Scalable

: This flag defines that the product is sold by weight read from the POS scale. This flag

should not to be selected for prepackaged and pre-priced items or those weighed and labeled for

scanning at the POS.

Manual weight

: Select this flag to allow a manual weight entry for this product.

Not in gross

: This flag is used to exclude the sales of this sub-department from the Net sales and

Total sales of the store. This is sometimes the case for sub-departments used for bottle sales, lottery

returns, etc.

Restrictor code

allows the user to decide whether on not sales into this department should be

restricted at certain times. This could be the case, for example, of alcoholic beverages that cannot be

sold after 11:00PM. The restrictor number is used with this sub-department is assigned here. The

restrictor table is maintained in the PosSetup under System, Restrictors.

Customer age

: This flag is available to restrict the sale of age-sensitive products such as tobacco or

alcohol. When this flag is set, the first item entered will prompt for customer age.

Operator age

: This flag is available to restrict the sale of age-sensitive products such as tobacco or

alcohol. When this flag is set, the POS will verify the age declared in the set-up of the operator signed

on.

Max amount

is used to set the maximum dollar value that can be keyed into the sub-department

during a register transaction.

Min amount

is used to set the lowest amount that can be keyed into the sub-department during a

Max void

will control the highest void amount that can be used without manager approval. Note that

the approval warning will flash and manager approval will be required before tendering can begin, not

to continue entering or scanning items. To prohibit a cashier from using the void function entirely,

change the function authorization rights in function setup.

Max refund

will control the highest refund amount that can be used without manager approval. Note

that the approval warning will flash and manager approval will be required before tendering can begin,

not to continue entering or scanning items. To prohibit a cashier from using the refund function entirely,

change the function authorization rights in function setup.

As with Item programming, the toolbar's

Modified icon is used to advise the operator that changes

have been programmed on this sub-department but they have not been transferred to the front end

database. Using the

instant deploy tool will send any modification that was made to the sub-

department.

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Symphony Pro User Manual 2.0.2.1592

Department

Table O

verview

Symphony Pro requires that a sub-department be linked to a department. This is used only for the

reporting hierarchy within the system. Because the Sub-departments often provide more detail than a

certain level of management may require, you can create a more general level to which item

movement and Sub-department keyboard entries are reported. Because sales can be recorded into

departments directly (department key on the POS), they have flags for taxability, amount entry limits,

etc.

Department Table Settings

This example shows a Department table record.

Department

is the number that will be used to identify this department.

Group

is a optional link that associates the product to a larger group, used for filtering and reporting

purposes.

POS target:

Use this filed to select the target for this department when you are working on a

headquarters system. For example, when you need to send different tax programming to different

target zones this will be how you do it.

Main Description

is used to set a main item descriptor used on the report system.

4.6.4 Department Table

4.6.4.1 Department Programming

Page 95

Maintenance Application 93

POS Description

field allows you to enter 2 descriptions that are used to give a description which will

appear on register receipts if the department is used for manual sale entry.

Taxable 1:

Select this flag if tax rate 1 should be applied when this item is used.

Taxable 2:

Select this flag if tax rate 2 should be applied when this item is used.

Taxable 3:

Select this flag if tax rate 3 should be applied when this item is used.

Taxable 4:

Select this flag if tax rate 4 should be applied when this item is used.

Food stamp:

Select the food stamp flag if this item can be paid for with Food stamps and you are in a

jurisdiction that accepts food stamps.

WIC:

Select the WIC flag if this item can be paid for by WIC check.

Prohibit discount:

Select this flag to stop the operator from applying a discount to this item. The item

will also be excluded from the running discountable total or from the account discount subtotal.

Override allowed:

Select this flag to allow price overrides on this department.

No refund:

Select this flag to prohibit refund into this department.

Scalable:

This flag defines that the department is sold by weight read from the POS scale.

Manual weight:

Select this flag to allow a manual weight entry for this department.

Not in gross:

This flag is used to exclude the sales of this department from the Net sales and Total

sales of the store. This is sometimes the case for departments used for bottle sales, lottery returns,

etc.

Restrictor code

allows the user to decide whether on not sales into this department should be

restricted at certain times. This could be the case, for example, of alcoholic beverages that cannot be

sold after 11:00PM. The restrictor number used with the department is assigned here. The restrictor

table is maintained in the

PosSetup

under

System, Restrictors.

Customer age:

This flag is available to restrict the sale of age-sensitive products such as tobacco or

alcohol. When this flag is set, the first item entered will prompt for customer age.

Operator age:

This flag is available to restrict the sale of age-sensitive products such as tobacco or

alcohol. When this flag is set, the POS will verify the age declared in the set-up of the operator signed

on.

Max amount

is used to set the maximum dollar value that can be keyed into the department during a

Min amount

is used to set the lowest amount that can be keyed into the department during a register

transaction.

Max void

will control the highest void amount that can be used without manager approval. Note that

the approval warning will flash and manager approval will be required before tendering can begin, not

to continue entering or scanning items. To prohibit a cashier from using the void function entirely,

change the function authorization rights in function setup.

Max refund

will control the highest refund amount that can be used without manager approval. Note

that the approval warning will flash and manager approval will be required before tendering can begin,

not to continue entering or scanning items. To prohibit a cashier from using the refund function entirely,

change the function authorization rights in function setup.

Modified

is used to advise the operator that changes have been programmed on this department but

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Symphony Pro User Manual 2.0.2.1594

they have not been transferred to the front end database. Using the instant deploy

tool will send

any modifications that were made to the department.

Table Programming Overview

Besides the Sub-department and Department tables, there are other tables that contain information

that links to, or is used by items. Each of these tables is editable, using the common tools from the

table toolbar. Once a table is selected for programming, (as with other tables in the Maintenance

application), the "File" and "Edit" menus may contain specialized options for that table.

Bottle Link Table:

Keeps track of all amounts collected from sales of items that are linked with a

bottle.

Tare Table:

Scaled items are sometimes wrapped or packaged. The Tare table keeps a record for

each tare amount that must be removed from the total weight of a scalable item.

Category Table:

An alternate reporting group, the Category table contains a record for every

Category in the system.

Price Level Table:

Items may have multiple prices based on price levels. Edit this table to create,

remove or modify price levels.

Mix & Match Table:

to associate items for pricing deals. The Mix & Match table stores the records for

the pricing deals, but is not actually sent to, or used by the Symphony POS front end terminals. It helps

the item programmer select the correct record for special deals.

Vendor Table:

To keep track of all vendors in the system.

Scale Table:

Special table that contains information for items that are scaled, then pre-packed with a

label that contains the price of the bulk in a code that is scanned at the POS. The Maintenance

application does not communicate with these electronic scales by default. See the scale table help

page for more about communicating with this type of scale.

Bottle Link Programming

Certain regions require that products sold in glass, plastic or other types of containers be levied with a

deposit or an environmental fee amount to encourage the return / recycling of empty containers.

4.6.5 Other Item Related Tables

4.6.5.1 Bottle Link Table

Page 97

Maintenance Application 95

This example shows a Bottle Link table record.

Link #

is the number you wish to assign to the value being programmed.

Description:

Enter the description you want to use for this bottle link. This description will not be used

on the POS, it is only a reference on the back-end system. The description used for the bottle deposit

is taken from the totalizer 510, unless a different totalizer is specified in the set-up on an individual

record in this table.

Amount:

Enter the amount to be assigned to this bottle link.

Totalizer number:

If you do not want to use the default bottle deposit number for all deposit amounts,

enter the totalizer number to use here. The related totalizer must be created with the proper values in

the Totalizer set-up. If you add a totalizer in the bottle link table set-up you must remove the totalizer

set for Bottle sale from the Symphony POS Posetup, System, Totalizer tab. Otherwise the bottles sold

will be posted to the system twice causing an out of balance situation.

Environmental fee

In some areas, non-returnable bottles (no deposit) carry an additional fee to help pay for the handling

(re-cycling).

Description:

Enter the description you want to use for this fee. This description will not be used on the

POS, it is only a reference on the back-end system. The description used for the Environment Fee is

taken from the totalizer you assign to this record.

Totalizer number:

Set the totalizer you want to use for this fee. It will be both printed on the register

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Symphony Pro User Manual 2.0.2.1596

receipt and used on all reports for this fee.

Tax flags:

Set the taxes required on this item.

Tare Table Programming

Some products sold by weight (scalable) are sold in empty containers or other wrapping that may add

to the weight of the product when scaled. This does not include pre-packed products that have a label

with the weight and price in the code. The Tare table allows you to create a record for each weight

amount that must be deducted form the total weight when the product is sold.

This example shows a Tare table record.

Enter the tare number, description and weight for each record.

Category Table Programming

Categories are used to create associations for sales tracking / reporting purposes. If you want to

measure the performance of specific items against other similar items you could create a category.

Normally the category is a more detailed grouping than are sub-departments or departments. For

example, you may want to monitor performance of one style of cookies against all other cookies.

Create a category called cookies and associate all the cookie PLU's with that category.

This example shows a Category table record.

4.6.5.2 Tare Table

4.6.5.3 Category Table

Page 99

NOTE:

Category is not a required value in the PLU setup.

4.6.5.4 Price Level Table

Price Level Table Programming

Price levels allow you to store different prices for the same item. You may create as many price levels

as required. Price levels are often associated with the notion of discount cards given to frequent

shoppers. Other reasons for price levels may be to allow selling different quantities for different prices.

This example shows a Price Level table record.

NOTE:

You

must

create price level one (1) when importing data into Symphony Pro from external

sources.

Mix & Match Table Programming

Mix and match should be used when you need to associate items for pricing deals. For example, if you

want to price packages of Jello at $0.50 each and 3 for $1.39 you would use the package price feature.

To take it further, you can associate similar UPC codes by mix and match number. Symphony POS will

accumulate the quantity of all items in a common mix match group to give the quantity discount. So

associating the strawberry, orange and lemon Jello into the same mix match group means the

consumer could buy one of each flavor to get the deal.

This example shows a Mix & Match table record.

NOTE:

The price is entered into the PLU table. The description of the Mix Match is only used as a

Maintenance Application 97

4.6.5.5 Mix & Match Table

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Symphony Pro User Manual 2.0.2.1598

reference field, it does not print on the register receipt.

Vendor Table Programming

In order to track the stock level or cost of each item, you will need to create the vendor from whom it is

purchased. From the

Maintenance

menu, access the

Item

option and open the

Vendor

table to add

the information required for each vendor. You may add as many vendors as you require. Item cost

records must have a default vendor.

This example shows a vendor table record.

Scalable Item Table Programming

NOTE:

The Maintenance application does not include native drivers for electronic scale devices.

Electronic scales interfaced with the Maintenance application must have their own communication

"drivers". There must also be a proprietary conversion utility to determine the electronic scale data

format. To configure communications requires customization not included with the standard Symphony

Toshiba Electric Keyboard User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Contents

1 Limited Warranty

2 About Symphony Pro application

2.1 Navigation

2.2 Printing Help as a Manual

2.3 Understanding Communications

2.4 Data Maintenance

2.5 Protecting Your Data

3 Symphony Pro Main Menus

3.1 File Menu

Login

3.1.2 Logout

3.1.3 Language

View internal process

3.1.4.1 Process Viewer Buttons

3.1.4.2 Process Viewer Menus

3.1.5 View Polling Status

3.1.6 Execute Command File

3.1.7 Deploy Individual File

3.1.8 Configuration Panel

3.1.8.1 Company

3.1.8.2 Email

3.1.8.3 System

3.1.8.4 Misc

Host

3.1.8.6 Cleanup

Load files

3.1.8.8 Security

3.1.9 Send urgent message to Symphony Pro

Messages

Show tips

3.2 Modules Menu

3.3 Special

3.4 Help

4 Maintenance Application

4.1 Maintenance Main Menus

4.2 Common Data Edit Toolbars

4.3 Displaying Data Lists

4.4 File Menu

4.4.1 Item Options

4.4.2 Other File Options

4.5 Edit Menu

4.5.1 Item Options

4.5.2 Other Edit Options

4.6 PLU Menu

4.6.1 Item Tables

4.6.1.1 Quick Tab

4.6.1.2 Editing the Quick Tab

Object Tab

4.6.1.4 POS Tab

4.6.1.5 Price Tab

4.6.1.6 Cost Tab

4.6.1.7 Inventory Tab

4.6.1.8 Sales Tab

4.6.1.9 Picture Tab

4.6.2 Working With Items

Filtering and Global Modifications

4.6.2.2 Add / Copy / Delete Items

4.6.2.3 Deploying Modified Items

rental items

4.6.2.5 Item Label Setup

4.6.3 Sub-department Table

4.6.3.1 Sub-department Programming

4.6.4 Department Table

4.6.4.1 Department Programming

4.6.5 Other Item Related Tables

4.6.5.1 Bottle Link Table

4.6.5.2 Tare Table

4.6.5.3 Category Table

4.6.5.4 Price Level Table

4.6.5.5 Mix & Match Table

4.6.5.6 Vendor Table

4.6.5.7 Scale Table