Sharp UP-X300 - Manual

7 1 Prior to Operating the POSTerminal How to use the touch panel The operator display of the POS terminal is a touch panel. So, the operations can be performed bytouching the panel (keys, items, buttons, etc. on the screen) of the operator display.To touch the panel, use your finger or a stylus. Ne...

8 3 2 Turning ON / [CLK#]/[EMP#] Initial screen for log-in Job menu screen Graphical table layput screen Sign-on:Clerk code ➞ [CLK#] * Log-on:Employee code ➞ [EMPLOYEE#] Log-off: [EXIT] Registration screen 1 Table list screen [JOB MENU] [SCREEN#] To change screen Table selection ( ➞ [ORDER] ) Operat...

9 NOTE Wall paper can be displayed if it is set. ■ Screens The POS terminal provides the following four kinds of screens to execute various functions. The detailsof each part of each screen is described in the subsequent section. Initial screen The screen that is displayed when you turn on the POS t...

12 ■ Areas configuring screens Information/Status window This area displays information and status such as date, time, clerk name and mode. Registration information area On this area, the following information icons will appear when the corresponding condition is satisfied. Date/Time/Clerk name Time...

18 Key list (except item and combo keys) Caption (default) Function 0 thru 9 Used to enter a numeric data. (0 thru 9) 00 Used to enter a numeric data. (00) 000 Used to enter a numeric data. (000) 1/2 Used to enter a 1/2 . Used to enter a fractional part. CL Used to clear the entered data (amounts/ra...

22 2 Prior to Making Item Entries General operation flow for daily registration 1. Checking connection of peripherals and printer paper Make sure that all peripherals are connected securely.Also make sure that all printers in your system have adequate paper rolls.For more information about the perip...

23 Error Warning When an error occurs on your POS terminal, an error message will appear on the operator display. Fordisplayed error messages, there are two options: Error messages are displayed with the [OK] key,touching the [OK] key makes the message clear. Another option is that an error message ...

26 ■ Message for clerk (Electronic mail function) When a clerk got a mail, the following window will appear. To close the window, touch [Cancel].To delete the message, touch [Delete].To print the message, touch [Print]. ■ Sign-off operation A signed-on clerk may be automatically signed off after fin...

28 Starting cash memory You may be required to enter the float amount (starting cash memory) in the drawer before startingentry operations. The amount should be discriminated from the sales amount when reports aregenerated, or in case of cash/cheque declaration is compulsory (please refer to CCD sec...

29 3 Item Entries Single item entries ■ Direct PLU entries Only preset entry is allowed: ➞ [Direct PLU key] Only open entry is allowed: ➞ Unit price ➞ [Direct PLU key] ➞ [Direct PLU key] ➞ (Key pad appears) ➞ Unit price ➞ [ENTER] Preset and open entries are allowed: ➞ [Direct PLU key] ➞ (Key pad app...

30 ■ EAN entries Scanning EAN code: Ä Entering EAN code: EAN code ➞ [PLU/SUB] NOTE • When scanning or entering an undefined code, your POS terminal will go into the learning function mode if the learning function is allowed. For details of the learning function, please refer to “PLU/EANlearning func...

31 Repeat entries You can use this function for repetitive entries of the same items. Touch an item on the receipt window and touch the [+] key. You can repeat touching the [+] key to adesired number. NOTE • You can sort the list by name or the code. Touch the column title “Code” or “Name”. 3. Selec...

32 Repeat round entries This function is intended for a bar tender to accomplish reorder entries simply by touching a single key,when a guest or a group of a guest reorders drinks. You can enter reordered items based on the last order by touching the [REPEAT ROUND] key.For example, it is assumed tha...

33 Multiplication entries Use this feature when you need to enter two or more the same items.This feature helps you when you sell a large quantity of items or need to enter quantities that containdecimals. ■ Direct PLU entries Only preset entry is allowed: ➞ Quantity ➞ [Direct PLU key] Only open ent...

34 ■ EAN entries Scanning EAN code: Quantity ➞ Ä (Scan EAN code) Entering EAN code: Quantity ➞ [(x)] ➞ EAN code ➞ [PLU/SUB] ■ Using PLU name search function You can use the PLU name search function for multiplication entry.Enter an quantity, and start PLU name search by touching the [PLU NAME] key.

35 Split-pricing entries You will use this function when your customer wants to purchase more or less than the base quantity ofa loose item. ■ Direct PLU entries Only preset entry is allowed: ➞ Selling q’ty ➞ [(x)] ➞ Base q’ty ➞ [Direct PLU key] Only open entry is allowed: ➞ Selling q’ty ➞ [(x)] ➞ B...

37 Single Item Cash Sale (SICS)/Single ItemFinalize (SIF) entries The operation is the same as that for normal PLU/EAN entries. ■ SICS entries • This function is useful when a sale is for only one item and is for cash; such as a newspaper. This function is applicable only to those items that have be...

38 Scale entries You have a choice of either manual or automatic method for scale entry.If the first method is chosen, the clerk needs to enter the reading of the scale manually. If the secondone is chosen, the weight is automatically read from the connected scale (option) and appears on thePOS term...

39 PLU Menu entries Your POS terminal can have hierarchical categories as PLU menues. For example, it is assumed that your POS terminal is programmed as; Main category: Drink (PLU menu) Sub category: Wine, Beer and Soft (PLU menu linked to Drink) Item: Tea, Coffee, and Orange Juice (Item PLUs linked...

40 Modifier PLUs The modifier function is used in pubs and restaurants for a quick and easy registration of reduced orincreased item sizes. One PLU (original PLU) can have a maximum of 99 modifier PLUs . When a modifier key ([MODIFIER1] - [MODIFIER 99]) is pressed before or after (depending on progr...

41 Promotion Function Your POS terminal provides three promotion functions; mix and match, automatic modifier and happyhour functions. The operation is the same as for normal item entries.You can program time conditions for executing promotion function; start/end date, time, day of week,month of yea...

43 Link PLU entries Operation is the same as that for normal PLU entries. When a link PLU is entered, the total amount ofthe linked PLUs is included and the label of the linked PLU is printed automatically. All PLUs, the link(parent) PLU as well as the linked PLUs, are subjected to VAT calculation. ...

44 Combo meal entries Operation is the same as that for normal PLU entries.When a combo meal is registered using a combo key such as HAMBURG SET, the items linked to thecombo meal are all registered automatically. The sum of all adjusted prices for the combo entrybecomes the combo meal price. Adding...

45 Set PLU entries Operation is the same as that for normal PLU entries.When a set PLU is entered, the items linked to the set PLU are all registered automatically. The sum ofall adjusted prices for the set PLU are registered as the price. NOTE • Different from combo meal, only one price setting is ...

47 Condiment entries Your terminal may be programmed for prompting condiment and preparatory instructions for a menu-item PLU. When you select a menu-item PLU, a prompting message such as “HOWCOOK?” and a list of the“Condiment PLUs” will appear. You must specify one of the “Condiment PLUs” such as “...

48 ■ How to make multiple entries For a multiplication entry for a condiment menu, the registration should be either of single or multipleentry methods. (Depending on programming) Single entry method Condiment items for a menu must be entered one by one as shown below. Entry Message Receipt window N...

50 ■ How condiment item prices are printed: The price of each condiment item is either rolled-up to the condiment menu price or printedindependently (depending on condiment table programming). Programming PLU Item label Unit price Condiment table #1 PLU 21 HAMB SET 6.50 1 Condiment Condiment Pricing...

52 Price shift by menu The preset price of each PLU is changed automatically by preset hourly range for valid menu (e.g.morning time/lunch time etc.). The prices for the menu can also be changed manually be pressing the[MENU#] key. Your POS terminal provides a maximum of five prices (5 menus having ...

53 WASTE mode This mode is used to throw away an article which has already been prepared and is no longerserviceable. 1. Touch the [WASTE] key. The POS terminal will enter to the WASTE mode. (The trash can iconappears at the information/status window.) 2. Enter items to be wasted. (Please refer to i...

54 PLU/EAN learning function When you enter or scan an undefined code, you are required to enter its unit price and the associateddepartment. The code, associated department and unit price entered are stored in the PLU/EAN file orthe dynamic PLU/EAN file and used for future EAN sales entries. 1. Whe...

56 Price change function You can use this function when you need to change the unit price or associated department of a PLU/EAN item. There are two methods for change: 1. Price change mode You can change the preset price and/or the associated department of a PLU/EAN item permanently. 2. Changing pri...

61 Recipe guidance The [RECIPE] key allows employees to display recipes of sales items that have been selected on thedisplay. For example a new bartender might use this option if he/she forgets or does not know how toprepare a drink. They can also print the recipe. 1. Enter an objective PLU. • Code ...

62 4 Display of Subtotal Your POS terminal provides the following types of subtotals: ■ Subtotal Touch the [SUBTOTAL] key at any point during a transaction. The sales subtotal including tax willappear in the receipt window. ■ Difference subtotal (Differ ST) Touch the [DIFFER SBTL] key at any point d...

63 5 Finalization of Transaction The following types of media; cash, cheque and credit, can be used for the finalization oftransaction, and the direct finalization and the amount tendering are available. When acustomer gives the exact amount of money, you can finalize the transaction without enterin...

66 VAT shift entries This feature is intended to shift the tax status of a particular item to another tax status.“VAT item shift” and “VAT transaction shift” are available to shift a tax status. VAT item shift The tax status of one item only is shifted. You can use one or more tax shift keys. VAT tr...

67 Return When a returned item (normally an item that can be resold) is received, use the [RETURN] key.Make a return item registration after touching the [RETURN] key at any timing during the registration. 7 Auxiliary Entries Refund When a refund item (normally an item that cannot be resold) is rece...

68 Discount or Premium entries using a discount key Your POS terminal allows you to deduct or add a certain amount less than a programmed upper limitfrom individual items and to a total amount. NOTE • Not all items allow discount/premium. The items subjected to discount/premium are limited by progra...

69 Discount or Premium entries using a percent key Your POS terminal can make percent calculations (discount and premium) with the use of percent keys([% n]). NOTE • Not all items allow discount/premium. The items subjected to discount/premium are limited by programming. Also not all clerks are allo...

70 Group discount/premium Your POS terminal gives you group discount/premium method. Items belonging to a discount/premiumgroup are subjected to discount/premium, and discount/premium is performed according to theprogrammed percentage.Use the following procedure for group discount/premium operation....

71 8 Payment Treatment Handling tips Your POS terminal provides tip-in, tip-editing, tip-transfer and tip-paid functions for treating tips. Readthough this section for handling tips. ■ Tip-in entries Your POS terminal allows entries of tips that your guests give to clerks in cash or other media (che...

73 ■ Tip transfer This function is used to transfer tip amount from one clerk to another to share a tip with others. All or apart of tip amount can be transferred to another clerk. 1. Make sure the clerk whose the tip should be shared is logged-on. 2. Touch the [TIP TRANSFER] key to display a tip tr...

74 Currency exchange Your POS terminal allows payment entries in a foreign currency (totally nine different foreign currenciesare available.) Pressing an exchange key creates a subtotal in foreign currency. Cash ([CASH 1] or[CASH 2]) alone can be handled after currency exchange. 1. Touch the [EX n] ...

77 No sale (exchange) To open the drawer without any sales entry, use a cash key or the [Nosale] key depending onprogramming. Transferring cash This function is used to change cash sales amount for credit or cheque sales amount. For example, youcan use this function in the following situation: You f...

78 VIP sales This function is used for transactions for important guests.Your POS terminal goes to the VIP sale mode when the [VIP n] key is touched at the beginning oftransaction. In the VIP sale mode, the items which are preset as VIP sale available can be registeredand the amount is reduced to ze...

79 9 Text Entries Free text entries Free text can be printed on a remote printer by entering a free text code. You can print a preset freetext by direct key entry, text code entry and text list entry, or enter free text during registration by openentry, while the method are preprogrammed. Free texts...

81 Address entries The name and address of a guest can be entered during a transaction. The name and address of theguest are printed on a bill. 1. Press the [NAME/ADDR] key. The ADDRESS ENTRY window will be displayed. 2. Enter the address and name of the guest, and touch [OK]. To cancel the entry, t...

82 10 Correction Item void using the [-] key The [-] key allows you to void items. The last item, past items and printed items can be voided. To void an item: 1. Touch the line of an item to be voided. The selected item will be highlighted. 2. Touch the [-] key. The item will be voided. In case of m...

86 Correction after finalizing a transaction - Void mode When you need to void incorrect entries that clerks cannot correct (incorrect entries that are found afterfinalizing a transaction or cannot be corrected by using the [-] key), enter the void mode by touching the[VOID mode] key, and repeat the...

87 11 Customer Management Your POS terminal can provide customer management functions.To enable the customer management function, you have three options: • Entering the customer code assigned to a customer• Swiping a customer card• Scanning a barcode (customer code) You can enter the customer code a...

91 12 Guest Control Your POS terminal manages guests using tables. A group of tables are viewed and managed as aroom, and a group of rooms are controlled by a revenue center. Transaction data is consolidated byeach revenue center.You can view the tables in a room on the graphical table layout screen...

92 General overview for guest control Floor planning Allocating clerks to time zone and sections, or make a change Table setting Displaying a room where the tables you are in charge are included • Checking table reservation status / Reserving a table for a guest• Joining tables• Changing smoking/non...

95 Table setting Your POS terminal manages guests using tables. Normally table icons and auxiliary icons on thegraphical table layout screen are used to give information about tables such as smoking/non-smokingand reservation status, and also information about guests themselves such as number of a g...

97 ■ How to control a table layout screen Based on the table status, you can control tables using the following functions: Zooming the table layout screen You can zoom any position of the table layout screen you want to enlarge. That screen will be enlarged4 times focusing on that position. Touch an...

100 ■ How to change a room Changing a table to be served in the registration screen 1. Touch the [ROOM #] key. The Room window will appear. 2. Select a revenue center and a room. Editing the reservation table 1. Touch the [RESERVATION] key. The reservation list will appear on the display. 2. To modi...

102 Managing the waiting list When no table is found to be available in automatic table search function or when the [WAITING] key istouched, your POS terminal will go to the waiting list function mode showing the window below. Thewaiting list is managed in First-In/First-Out(FIFO) principal. When a ...

103 4. Touch [OK]. The table layout screen will appear and the table available for the guest(s) will behighlighted. 5. If the table is OK, touch the [ORDER] key to receive orders. ■ Modifying the waiting list You can modify a number of guests and/or smoking status for a guest enlisted in the waiting...

104 Managing guests For managing guests, your POS terminal provides various guest functions, such as room change, tablechange, bill separation, not only accepting orders and payments. All these functions can be performedby opening a table allocated for a guest or a group of guests.Normally you can o...

106 ■ Opening a table by entering table number 1. Change a room, if necessary. 2. Touch the [TABLE #] key or touch the table number area of the receipt window. The followingwindow will appear. 3. Enter a target table number and also enter a target check number if necessary in the followingmanner. Fo...

107 ■ Opening a table in use on the open table list Each clerk can display all the tables that are currently opened by the clerk on the table list. You canselect a table out of the list for reorder and payment, and also bill separation and table transfer whichare described later. NOTE Supervisors ca...

108 ■ Changing a table to be served on the registration screen You can directly change a table to be served on the registration screen without displaying the tablescreen.Follow the procedure below. 1. Touch the table number area. The table # window will appear. 2. Enter the target table number and t...

109 2. Select a target check number. Method 2 1. Touch the previous or next check key. The check number will be increased or decreased everytime you touch the previous or next check key. ■ Changing check number Method 1 1. Touch a check number area. The table window will appear. Check number area Ne...

110 ■ Entering a number of guests manually You can enter a number of guests seated on a table using the [GUEST] key when the table is open.The entry is compulsory when you open a table in case the entry is set to compulsory by programming.For the entry, enter a number of guests and touch the [GUEST]...

111 ■ Transaction migration Your POS terminal allows you to migrate transactions which are registered without opening tables totransactions with tables opened for the guests. For example, after a guest has a drink at a bar, he hasa meal at a table. His transaction at the bar can be migrated into one...

112 Deposit entries Deposit refers to a prepayment on a guest check. It can be received in cash, by cheque or credit.A received deposit can be refunded by touching the [DEPO RFND] key. You cannot attempt to refundan amount larger than deposit balance. Deposit is available for regular customer accoun...

113 Bill totalizing/Bill transfer The [B.T.] key is used to totalize multiple bills when, for example, a particular guest pays not only his orher bill, but also the bills of other guests (bill totalizing), and also used to change a bill number toanother (bill transfer). ■ Bill totalizing/Bill transf...

114 - Registration screen 1. Open the source table to be moved. The registration screen will appear. 2. Touch the [B.T. IN] key. The Table # window will appear. 3. Enter a destination table number and touch [ENTER]. The registration screen will be shown. ■ Bill totalizing/Bill transfer over a room -...

116 Bill separating This function is used when each guest of a group pays his or her own order. With this function, you canselect some items from a guest check to another guest check in the same table or of another table. Thebill can be separated only under the same revenue center. To separate check...

117 To change checks to be displayed using the previous/next buttons: Touch a next or previous button, the BS screen will be scrolled to right or left. NOTE The check #1 column does not scrolled. To select a target check: Touch the total window area of a target check. The selected check will be high...

118 ■ Splitting multiple items In case that the ordered number of a target item to be transferred is a multiple number, the followingnumber boxes appears automatically when you drag the target item to a destination check. Drag theitem to the box having the number you want to split and drop it there....

119 ■ Splitting an item In case that the ordered number of a target item is one and it should be split among a group of guests,such as a bottle of wine, firstly touch the total window area(s) of destination check(s). The selectedcheck(s) will be highlighted. Then operate a drag and drop operation fo...

120 ■ Splitting a check by specified amount of money A check can be split into two checks by specifying amount of money. The amount is used as a targetamount for a new check. You can repeat this operation. NOTE • Tax is always calculated each time this operation is performed.• Additional ordering is...

121 2. Enter a number, and touch [ENTER ]. Based on the number, the check will be split and a new check(s) will be created. ■ Splitting a check by a number of a group A check can be split by a number, such as a group number. All items of the check are divided by thenumber. The remains are added to t...

122 ■ Remerging split checks (bills) It is possible to remerge split checks. Touch the [REMERGE] key, checks will be remerged. ■ Direct payment in a BS screen On a BS screen, you can make a payment operation. Select a check and make a payment operation. Check 02 payment has done.

124 Recalling data of closed tables(guest checks) You can recall data of closed tables. All payment operations are canceled for the recalled guest checks,and the transaction is opened again.Following operation are available after a recall:• To edit media type• To correct items• To add items• To add ...

125 13 Employee Function You can use the following functions by using employee codes. Employee log-on/log off Employees can be logged-on by entering employee codes, or they can be signed-on by using employeecards. To use an employee card, you need a magnetic card reader (MCR). To log-on 1. Enter you...

127 Employee’s working time recording You can manage your working time; time-in, time-out, break-in and break-out time.The working time can be recorded by the following operations: ■ Time-in operation 1. Touch the [TIME IN] key. The time-in window will appear. If you has already signed-on, the POS t...

131 Editing employee’s time record When it is necessary to edit an employee’s time record, use the following procedure. 1. Touch the [TIME EDIT] key. The following window will appear. If you has already signed on, the POS terminal will directly display the window for entering a targetemployee code s...

134 Sales for employees Sales for employees can be managed by entering employee codes. The sales shall be finalized bycredit. 1. Touch the [EMPL SALES] key. The following window will appear. 2. Enter the employee code for whom sales registration is performed, or swipe his or her employeecard. Then t...

135 Supervisor clerk This function is used to substitute a supervisor clerk for an ordinary clerk. The supervisor clerk canmake entry as an ordinary clerk by assigning the ordinary clerk code. You can use the supervisor clerkfunction only for substituting for an ordinary clerk. 1. Enter your clerk c...

136 Overlapped clerk entry This function allows switching from one clerk to another clerk and to interrupt the first clerks entry.When a clerk key other than the one currently in operation is pressed during a transaction operation, theentries made thereafter are treated as different clerk sales. No ...

137 14 Special Printing Function Printers may be connected with your POS terminal. Depending on the printers connected with yourPOS terminal, please refer to below for special printing function. After transaction receipt/Copy receipt printing-Receipt printer If your customer wants a receipt after yo...

139 Printer rerouting All printers can be rerouted to any other printer, like from a receipt printer to remote printer.When any error occurs at a printer, a window will appear to prompt you to select another printer forrerouting. For rerouting, select a printer. To retry printing on the error printe...

141 Receipt printing on a remote printer ■ Sort shift function Registered items are printed on remote printers according to their sort groups.You can temporarily change the group number of an item to be registered by using the [S.SFT] key. Ifthe [S.SFT] key is used for a link, combo, or condiment PL...

142 Receipt printing style shift function Receipt printing style can be temporarily shifted from S/D to Addition or from Addition to S/D by usingthe [RCP SF] key.When the receipt printing style is programmed to S/D, the style is changed to Addition, and it isprogrammed to Addition, the style is chan...

143 Printing bills This function is used for issuing the bill to the guest. Your POS terminal can print bills on the bill printeror the receipt printer.When bill printing is compulsory for table guest checks, and a paper is inserted, bills are automaticallyprinted. 1. Touch the [C.BILL] key, if nece...

145 Guest check copy You can use this function when you want to take a copy of guest check.Touch the [G.C.COPY] key and make a desired entry. ➞ [G.C. COPY] ➞ item entry ➞ finalization ➞ (Bill/G.C.RCPT/RCPT) ➞ NOTE • The guest check copy has nothing to do with the memory.• The operation is the same a...

146 Entertainment bill This function is used to print sales data on guest checks (Entertainment bill) on a receipt printer or billprinter. (Continental Europe only) NOTE • When a bill printer is not assigned, an entertainment bill is printed at a receipt printer.• When an assigned bill printer uses ...

147 15 Macro Key Entries You can achieve many different key sequences automatically with a single operation.For this function your POS terminal allows you to use a magnetic card reader (MCR), a barcodescanner, the [MACRO #] key and the direct macro ([MACRO n] ) keys. You can make the entriesanytime ...

148 16 Training Function The training function is used when a clerk practices POS terminal operations.When a clerk set in training is selected, the POS terminal automatically enters the training functionmode. When a clerk not set in training is selected, the POS terminal automatically enters the ord...

151 19 Terminal Programming Downloading POS programming data Programming data set by the POS sever (Back Office) may be downloaded to your POS terminalautomatically or manually depending on the programming setting.When the programming data is downloaded, all the terminals connected to the POS server...

152 2. Select the PLU for which tare is to be changed, and touch [OK]. The following window will appear. ■ Changing tare When it is necessary to change a plate/package for packaging, use the following procedure to changethe tare number. This change affects all terminals in the same revenue center an...

158 21 Receipts Printed on theRemote Printer Type of Receipts You can select one of the following five types of receipts for remote printers. These types of receipts areavailable in the REG or VOID mode. The receipt type may vary depending on each PLU, category,department, group and remote printer. ...

160 ■ Double addition receipt type The contents of this type of receipt is same as the addition receipt type.However, the same receipt will be issued two times. ■ Double (addition + single) receipt type The contents of this type of receipt is same as the (addition + single) receipt type. However, th...