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Setup Screen

Click on the appropriate tab to select which settings to change. The Setup Screen allows you to customize Cash Register Express with your computer system setup. To view the Setup Screen, select Setup Screen from the Setup menu. Each of the different settings is fully
explained in the following paragraphs. Click on Update to save your changes or click on Exit to ignore all changes.

Hardware
Use this option to specify the location of your cash drawer, pole display, and PD-1 ECR Scale. To change any of these settings, click on the Hardware tab in the Setup Screen, and then click on the appropriate port setting.

Pole Display Port: Cash Register Express will display invoice items, associated prices, and a running total on a pole display as items are added to an invoice. Pole Display should be set to "None" if you do not have a display. If you do have a display, you must specify the COM port to which it is attached - COM1, COM2, COM3, or COM4. If Pole Display is not set to "None", a clock will appear in the bottom right hand corner of the screen. Clicking on this clock icon will display the current time on the pole display.

You must make sure the appropriate COM port is recognized and enabled in the Device Manager of the Windows Control Panel. The port settings should match the settings as described in the Pole Display Manual. (For example, Baud or Bits per Second = 9600, Parity = None, Data bits = 8, Stop bits = 2).

If your pole display is not functioning properly, try the pole display test listed in the appendix.

Cash Drawer Port: Use this option to specify the location of your cash drawer. Cash Drawer Port should be set to "None" if you do not have a cash drawer. If you do have a cash drawer, you must specify its location - COM1, COM2, LPT1, or LPT2. If your cash drawer receives its power from the receipt printer, you should set your cash drawer port to the same port as the receipt printer.

PD-1 ECR Interface Scale: CRE will draw a weight from the PD-1 ECR Interface Scale and use it as a quantity. PD-1 ECR Interface Scale should be set to "None" if you do not have this scale. If you do have this scale, you must specify the COM port to which it is attached. A button with a "W" will appear next to the quantity box after choosing a port.

To retrieve the weight, click on this button and then proceed with the invoice as if it were a normal quantity.

Pole Display Type: Use this option to select what type of Pole Display you are using. Click on General for a general pole display or click on Casio for a Casio SA-5100 Pole Display.

Touch Screen
Department Selection: When this option is enabled, only the departments will be displayed in Touch Screen Invoicing, not the entire inventory. To display all the items under a certain department, touch the corresponding button. When department selection is disabled, the entire inventory will be displayed. Displaying only departments helps keep your Touch Screen more organized. To change your settings for this feature, click on the Touch Screen tab in the Setup Screen, and then click on YES to enable department selection or NO to disable it.

Display Modifier Items: When this is option enabled, all of the different modifiers for preparing an item are displayed in Touch Screen invoicing. You may wish to disable this option if you want to minimize the number of items displayed in Touch Screen invoicing. To change your settings for this feature, click on the Touch Screen tab in the Setup Screen, then click on YES to display modifier items or NO to only show the regular inventory.

Use Decimals in Numeric Entries: Disable this option if you do not want to hit the decimal button for numeric amounts. For example, 1 2 5 will register as $1.25, not $125.

Printer Setup
This screen allows you to select the types of printer you will use with Cash Register Express. To change your printer type, click on the Printer Setup tab in the Setup Screen. Next, select the type of printer you have for receipts and reports - Receipt printer, Laser Printer/HP DeskJet, Epson Receipt Printers, Epson TMU 295, or SCP 700 - by clicking on that name or circle. Choose Laser Printer/HP DeskJet for all laser printers, bubble jet printers, and ink jet printers. In addition, if you have a Monarch 9820 printer, select a port for the Monarch Ticket Printer and/or the Monarch Voucher Printer. If you are using an Epson TM 300 or a Barcode Blaster, chose a port for these printers as well.

Credit Card Processing
Cash Register Express allows you to process credit card transactions either manually or via the IC VERIFY credit card processing software system. Express Manual Processing allows you to record an invoice as a credit card purchase without having to enter the credit card information. The credit card type will be recorded as "None". To change how you process your credit card transactions, click on the CC Processing tab in the Setup Screen, then select the option you wish to use for credit card processing. If you are using IC VERIFY, see Chapter 7: Using IC VERIFY with Cash Register Express.

Additional CC Types: This feature allows you to define your own credit card types in CRE 2000, such as American Express. The credit ID may only have four characters. These credit card types can only be used in manual processing. To enter an additional credit card type, click on +, enter the desired four character ID, then click on OK or press <ENTER>.

Invoice Settings
Prompt Cashier ID - When this feature is enabled, the cashier is prompted to enter his Cashier ID upon completion of a transaction. This option may be useful if numerous cashiers are ringing up people on the same machine. To change your settings for this feature, click on the Invoice Settings tab in the Setup Screen. Click on YES to enable this feature or click on NO to disable it.

Combine Lines - When this function is enabled, multiple entries for the same item will be combined on one line. For example, if Hamburger, French Fries, then Hamburger are entered, the screen and receipt will show Hamburger 2 @ Price, French Fries 1 @ Price instead of Hamburger 1 @ Price, French Fries 1 @ Price, Hamburger 1 @ Price.

Default Payment Type: This option allows you to automatically set the default payment type to "on
account" when you select a customer. Stock Prompt: When this option is disabled, CRE will no longer prompt for backorders if an item is not in stock.

Prompt Salesperson: When this option is enabled, you will be prompted to enter a salesperson ID at the end of an invoice. This allows you to track one person getting credit for a sale and another ringing it up on the register. NOTE: Salespeople must be set up as cashiers for this option. When prompted, enter the salesperson's Cashier ID.

Last Price Lookup: When this option is enabled, a customer will automatically be rung up at the last price they paid for an item. For example, if an item is normally priced at $10.00 but you sell it to a customer for $9.00, the customer will be rung up automatically at $9.00 the next time they purchase that item.

Round Nearest Nickel: If this option is enabled, all extended line totals will be rounded to the nearest nickel. This is useful if your tax is built into your price so you won't have to deal with pennies.

Prompt Amount Tendered: Disable this option if you don't want CRE to prompt you to enter the amount tendered. This is useful if you want to eliminate a few keystrokes by doing the math in your head.

Inventory
Auto Cost Percentage for Non-Inventory Items: This feature automatically calculates the cost of a noninventory item based on the price entered in the Non-Inventory Item screen. For example, suppose the cost percentage is set for YES and 33%. If you add a non-inventory item to the invoice and enter a price of $5.00, CRE will automatically calculate the cost as $1.65. If you set this option to NO, the cost will be whatever you enter it as. To change your settings for Auto Cost Percentage, click on the Inventory tab in the Setup Screen.

Average Cost Method: If you receive an item into stock at a new cost, CRE 2000 will automatically change the cost of this item to the average cost you have paid if this feature is enabled. This method is used when receiving stock from instant purchase orders through the Inventory Maintenance screen and also within the main Purchase Orders screen. To enable the Average Cost Method, click on the circle next to Enabled on the Invoice Tab of the Setup Screen.

Company Information
This is the name, address, and telephone number that will appear on every invoice, receipt, report, or
statement. There is example company information is the default company name, address, and phone number.

To enter your own company information, click on the Company Info tab in the Setup Screen. Use <TAB> to move from field to field, and then replace the old company information with the desired company information. Click on Update to store the new company information. You must enter information on all four lines.

NOTE: You may only enter four digits for a Store ID number.

Account Control


Deadbeat Control: When this feature is enabled, a screen will appear listing all the items that are currently rented by the customer when you pull up his account. To change the settings for deadbeat control, click on the Account Control tab in the Setup Screen, then click on Enabled or Disabled.

Max Balances: This feature allows you to set a maximum balance for on account customers. When enabled, customers will not be able to charge any amount on their account greater than their maximum balance.

Restaurant Features
Print Tip Line on Credit Card Invoices: When this function is enabled, a line to enter a tip amount will print on credit card invoices. This option allows customers to put the tip on their credit card as well as the entire invoice. To change your settings for this feature, click on the Restaurant Features tab in the Setup Screen. Click on YES to enable this feature or click on NO to disable it.

Auto Tipping: This feature will automatically apply a tip to parties over a specified size if you are using touch screen invoicing. When you choose "$$$" from the touch screen for a party larger than the set limit, you will be asked if you want to add the specified percentage to the order as a tip. To change your settings for this feature, click on the Restaurant Features tab in the Setup Screen.

NOTE: Enter the percentage as a decimal. For example, enter .15 for 15%.

Prompt Table #: If this option is enabled and prompt Cashier ID is disabled, you will only be prompted to enter the table number. This allows for faster invoicing in instances where cashier tracking is not necessary.

Print Modifiers on Receipt:
Enable this option to print modifiers for an item on the receipt.

Internet Features
File Transfer E-mail Address: Invoice export files created through the ASCII Transfer screen can be automatically e-mailed to the e-mail address specified here. For more information on creating an invoice export file, see Chapter 6: CRE Tools: ASCII Transfer. See Chapter 6: CRE Tools: Send to Host for more information on sending export files.

NOTE: You must have a MAPI Compatible e-mail client installed and set up to send and receive
E-mails.

Receipt
Receipt Size: Use this option to select the paper size to be used for invoice receipts from the following selections: Receipt, Full, Full Professional, or NEBS 9245-4. To change your receipt paper size, click on the Receipt tab in the Setup Screen. Full Professional is designed to print on a standard laser printer.

If you select Full Professional, the Prof Logo option is displayed. You may choose to include a picture, company info, or both picture and company info on the receipt. NOTE: The selected picture must be a .jpg or .gif file.
If you select Receipt and your receipt printer is defined as Generic under Windows, use the Windows printer setup option to indicate No Page Breaks to ensure that the printer will not eject a full page when each receipt is printed. CRE automatically prints a few blank lines to allow tearing between receipts.

If you select NEBS 9245-4, you must set the paper size as User Defined in the Windows printer setting.

Print Invoices: Use this option to indicate whether invoices should print automatically or if you should be prompted to print each invoice. To change your Print Invoice settings, click on the Receipt tab in the Setup Screen. Select YES to automatically print out an invoice upon completion of a transaction. Select NO if you don't want invoices to print at all. Select PROMPT if you only want invoices to be printed at certain times. You will be prompted to print an invoice each time you end a transaction. Select CC Only to only print a receipt for credit card invoices.

Display Equals: If you select Yes for this feature, the line of equal signs separating the items from the rest of the receipt will print.

Print Amount Saved: Enable this option to print the total difference between your selling price and the retail price for the invoice. This is for non-NEBS receipts.

Validate Checks: When this function is enabled, the invoice number, date and grand total will print on the back of checks. You can only use this function if you have an Ithaca slip printer.

Print Kit Items: Disabling this option means that the individual items in a kit will not print on receipts but will still appear on the invoice screen.

Print Account Balance: When this option is enabled, the account balance will print on receipts for "on account" customer.

Number of Copies: This function allows you to specify how many copies of the receipt will print when you end a transaction.

Station Specifics
Print Extra Order Copy: When this option is enabled, an extra copy of the receipt will print to the specified location or the Order Filling Screen. For example, a restaurant station dedicated to deliveries might want to print an entire receipt to the kitchen so it can be attached to deliveries.

Couponing
This function allows you to enter text to appear as a coupon on the bottom of each receipt. In order to use this function, you must be using an Epson TMT-88 printer.

Scale
This button allows you to activate or deactivate the Hobart Weight Scale. The scale creates a bar code to be scanned at checkout that indicates a calculated price based on weight. To change the settings for this scale, click on the Scale button, then on the desired option, then on Done to save the new settings.


Modifier Printers
This function allows you to specify a networked port address (ex: //server/hp4000) for local LPT and COM ports on each Station ID. This allows greater flexibility in printer placement and setup, especially in restaurant environments.

In Inventory Maintenance, you may specify a location for a remote printer for an individual item to print to
(See Chapter 2: Inventory Control). This is used when you want to have the item printed to a remote printer
(for restaurants). When the printer is located on a network, it is given a network address. The computer that
the remote printer is attached to locally needs to translate that network address to a local COM or LPT port.

Return to Page 13 Customer Bonus - Page 14 Display Setup
Go on to
Page 16 Quick Books Setup - Page 17 Set Tax Rate


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