Symphony Pro Owners Manual Revision 1.
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.
Contents I Table of Contents Part I Limited Warranty 5 Part II About Symphony Pro application 6 1 Navigation ................................................................................................................................... 7 2 Printing Help as ................................................................................................................................... a Manual 7 3 Understanding ...................................................................................
II Symphony Pro User Manual 2.0.2.15 4 File Menu ................................................................................................................................... 44 Item Options .......................................................................................................................................................... 45 Other File Options .......................................................................................................................................
Contents III 9 Navigation ................................................................................................................................... Menu 128 10 Transfer Menu ................................................................................................................................... 129 11 Windows Menu ...................................................................................................................................
IV Symphony Pro User Manual 2.0.2.15 Part XIII Glossary 181 © 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.
Limited Warranty 1 5 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.
6 2 Symphony Pro User Manual 2.0.2.15 About Symphony Pro application 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.
About Symphony Pro application 2.1 7 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.
8 Symphony Pro User Manual 2.0.2.15 ·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. 2.
About Symphony Pro application 9 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.
10 Symphony Pro User Manual 2.0.2.15 Authorized TEC Dealer before modifying the values. 2.5 Protecting Your Data 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.
Symphony Pro Main Menus 3 11 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.
12 Symphony Pro User Manual 2.0.2.15 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.
Symphony Pro Main Menus 13 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.
14 3.1.4 Symphony Pro User Manual 2.0.2.15 View Internal Process 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.
Symphony Pro Main Menus 3.1.4.1 15 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.
16 3.1.4.2 Symphony Pro User Manual 2.0.2.15 Process Viewer Menus 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".
Symphony Pro Main Menus 17 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.
18 Symphony Pro User Manual 2.0.2.15 File Menu: The "File" menu has two options: Close: 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.
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.
20 Symphony Pro User Manual 2.0.2.15 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.
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.
22 Symphony Pro User Manual 2.0.2.15 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. 3.1.8.2 Email Internally, Symphony Pro can now send an email.
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.
24 Symphony Pro User Manual 2.0.2.15 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.
Symphony Pro Main Menus 25 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.
26 Symphony Pro User Manual 2.0.2.15 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.
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).
28 Symphony Pro User Manual 2.0.2.15 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.
Symphony Pro Main Menus 29 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.
30 Symphony Pro User Manual 2.0.2.15 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.
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.
32 3.1.8.8 Symphony Pro User Manual 2.0.2.15 Security 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 ownermanager 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.
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.
34 3.1.9 Symphony Pro User Manual 2.0.2.15 Send urgent message to Symphony Pro 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. 3.1.
Symphony Pro Main Menus 35 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.
36 Symphony Pro User Manual 2.0.2.15 The "Reply" 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. 3.1.
Symphony Pro Main Menus 3.2 37 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.
38 Symphony Pro User Manual 2.0.2.15 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 Main Menus 39 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.
40 Symphony Pro User Manual 2.0.2.15 This example shows the Maintenance application's "Desktop". 4.1 Maintenance Main Menus 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.
Maintenance Application 4.2 41 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.
42 4.3 Symphony Pro User Manual 2.0.2.15 Displaying Data Lists 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.
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.
44 Symphony Pro User Manual 2.0.2.15 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.
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.
46 Symphony Pro User Manual 2.0.2.15 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.
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.
48 Symphony Pro User Manual 2.0.2.15 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.
Maintenance Application 49 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.
50 Symphony Pro User Manual 2.0.2.15 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.
Maintenance Application Previous Record: is the same as the Next Record: is the same as the tool. tool. Add New Record: is the same as the Delete Record: is the same as the 51 tool. 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.
52 Symphony Pro User Manual 2.0.2.15 Statistics: A utility to verify item programming and links to other item tables. 4.6.1 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.
Maintenance Application 53 This example shows the Item table editor. 4.6.1.1 Quick Tab Item (PLU) Maintenance: Quick T ab 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.
54 Symphony Pro User Manual 2.0.2.15 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. 4.6.1.2 Editing the Quick Tab 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.
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.
56 Symphony Pro User Manual 2.0.2.15 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.
Maintenance Application 57 Report Code: This field is numeric, up to 6 digits. The Report code is another non compulsory, user defined field that allows you to build specific report groups for certain PLUs. Item Detail: box contains item specific information about · Brand: This is the item manufacturer's brand name. User defined, not compulsory, up to 15 characters. · Unit of Measure: If this item is scalable, enter the measure used to calculate sale by weight.
58 Symphony Pro User Manual 2.0.2.15 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.
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.
60 Symphony Pro User Manual 2.0.2.15 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.
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 Like code window and select the UPC code of the first jello that has been given the correct price.
62 Symphony Pro User Manual 2.0.2.15 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 to 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.
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.
64 Symphony Pro User Manual 2.0.2.15 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.
Maintenance Application 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 © 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.
66 Symphony Pro User Manual 2.0.2.15 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 45.0 81.8 16.0 19.0 32.0 47.1 45.9 85.0 16.7 20.0 33.3 50.0 © 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.
Maintenance Application 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 © 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.
68 Symphony Pro User Manual 2.0.2.15 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.
Maintenance Application 4.6.1.6 69 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 F7 function key can be used as a shortcut to access the Cost table immediately.
70 Symphony Pro User Manual 2.0.2.15 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.
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.
72 Symphony Pro User Manual 2.0.2.15 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.
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.
74 Symphony Pro User Manual 2.0.2.15 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. 4.6.1.9 Picture Tab 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.
Maintenance Application 75 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.
76 Symphony Pro User Manual 2.0.2.15 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.
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.
78 Symphony Pro User Manual 2.0.2.15 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.
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. © 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.
80 Symphony Pro User Manual 2.0.2.15 . 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 an 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 of the PLU appears automatically. A default quantity of 1 will be set.
Maintenance Application 4.6.2 81 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.
82 Symphony Pro User Manual 2.0.2.15 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.
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.
84 4.6.2.2 Symphony Pro User Manual 2.0.2.15 Add / Copy / Delete Items 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.
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 .
86 Symphony Pro User Manual 2.0.2.15 selected but gray. You do not have to select and un select them. The grayed out check boxes indicate that the database has no value for these fields (neither yes, nor no.) 4.6.2.4 Rental Items 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.
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.
88 Symphony Pro User Manual 2.0.2.15 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.
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.
90 4.6.3.1 Symphony Pro User Manual 2.0.2.15 Sub-department Programming 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.
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.
92 4.6.4 Symphony Pro User Manual 2.0.2.15 Department Table 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.
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.
94 Symphony Pro User Manual 2.0.2.15 they have not been transferred to the front end database. Using the instant deploy any modifications that were made to the department. 4.6.5 tool will send Other Item Related Tables 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.
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.
96 Symphony Pro User Manual 2.0.2.15 receipt and used on all reports for this fee. Tax flags: Set the taxes required on this item. 4.6.5.2 Tare Table 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.
Maintenance Application 97 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.
98 Symphony Pro User Manual 2.0.2.15 reference field, it does not print on the register receipt. 4.6.5.6 Vendor Table 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.
Maintenance Application 99 Pro program. Please contact your TEC Dealer if you want to be able to communicate with an electronic scale. There are several types of electronic scales commonly used in retail sales. Some scales are directly attached to the front end terminal, used to weigh produce at check out time. Scales used by the front end terminal rely on the standard Maintenance application item table programming, and do not use the scale table programming .
100 Symphony Pro User Manual 2.0.2.15 Shelf Life: Is the number of days before this product must be removed from the shelf, no longer fit for sale. Product Life: The number of days before the product should be consumed. PLU Type: This tells the system whether the item is "random", "fixed weight", or "fluid ounces". Class: Serving Size: FDA nutri-facts label field.
Maintenance Application 101 This example shows a price change batch in the Batch mode editor. Adding new Batches Batches are created by accessing the Batch Mode under the PLU menu option in the Maintenance application. You can add a new batch or copy an existing batch to a new batch the same way you add a new PLU or copy an existing PLU. To add a new batch, press the toolbar icon. To copy an existing batch, locate the batch you want to copy to a new one, and then enter the new batch number.
102 Symphony Pro User Manual 2.0.2.15 entry window and enter the product code. Press F12 to expand the PLU code from 6 to 10 digits before adding it to the batch. When the entry window appears, press Alt-Enter to select from the browser list. Select the item from the PLU list by pressing the "Add" button. Use the [F7] button to search by Vendor code. You can also add an item into the batch directly from the PLU item maintenance screen.
Maintenance Application 103 price, Symphony Pro will implement the Long term price at the correct date, then implement the weekly ad, then revert back to the long term special after the weekly deal. Finally, when the long term price ends the regular price will be re-activated. Maintaining Batches You can keep batches for future use, even after the price or promotion activation period. You can add or remove items at any time. This can be handy for "recurring" promotions that usually include the same items.
104 Symphony Pro User Manual 2.0.2.15 database. In some cases, you may want to complete further tests by accessing the Maintenance application's "File" menu with the appropriate data table selected. To find out more about testing tables using the dynamic File menu options, please see the "Dynamic File Menu Options" help page under this manual's "Working with Items" help section.
Maintenance Application 105 Maintenance application's "PLU" menu, "Item" option, "Object" tab. (help page reference: Object Tab, under Item Tables topic) Non-referenced POS: The front end terminals keep their own data tables for items, so that if the network fails, the store can continue to sell. When you "deploy" data is sent from the Symphony Pro POS table, accessed in the Maintenance application's "PLU" menu, "Item" option, "POS" tab. (help page reference: POS tab, under Item Tables topic).
106 Symphony Pro User Manual 2.0.2.15 Price Target: The target data that is being tested for the results that show in the Statistics panel. This determines which Price table is being used for the statistics. NOTE: For help about targets, see the Terminal Table programming help in this manual. 4.7 Account Related Maintenance Account (Customer Related Tables) NOTE: Account Related Maintenance is an optional module availalable from your Authorized TEC Dealer.
Maintenance Application 107 This example shows a Customer table record. Modified: The Symphony POS stations can be configured to allow the creation of customers "on the fly". The Symphony POS will prompt for the minimum information required to create the account, then send the new account to the back end.
108 Symphony Pro User Manual 2.0.2.15 Card # and Exp: Use these fields to record customer credit card information. This field is not supported by the TEC ECRs. Tax 1 Exempt and Tax 2 Exempt: should be entered if you want the Symphony POS front end to exempt taxes that would have applied. These are individual flags. You do not need to exempt one tax for the other tax to be exempted. This field is not supported by the TEC ECRs.
Maintenance Application 109 Extension: Is the contact's office telephone extension. This feature is not supported by the TEC ECR. Birth: Enter the contact's birth date. If entered it will be used to validate age restricted items. This feature is not supported by the TEC ECR. Home: This field can contain the contact's main telephone number, pager, or other number. The title to the left of the field is in red, and can be modified by clicking the title and entering the phone type.
110 4.7.2 Symphony Pro User Manual 2.0.2.15 Client Level Table Customer Level Table Programming NOTE: Account Related Maintenance is an optional module availalable from your Authorized TEC Dealer. If this module is not purchased in addition to the Symphony Pro Software the following options are not available. Customer levels are used to assign accounts to a "level" for pricing or discounting. An unlimited number of customer levels can be created. This example shows a Customer Level table record.
Maintenance Application 111 This example shows a Customer Risk Level table record. Risk level #: Enter the number to be used for this risk level. Description: Enter the description to use for this risk level. Max credit: Enter the maximum credit that customers associated with this level will be allowed to reach before further charges are refused. Check limit is the maximum check amount that is to be accepted from any customer assigned this Risk level.
112 4.7.4 Symphony Pro User Manual 2.0.2.15 Account view NOTE: Account Related Maintenance is an optional module availalable from your Authorized TEC Dealer. If this module is not purchased in addition to the Symphony Pro Software the following options are not available. The account view option is an easy method to open the account tables simultaneously. It is designed to simplify the operation but is really no different than opening the customer, the risk, and the client level tables individually.
Maintenance Application 113 To go a step further, imagine a scenario where employees are assigned as Client level 3 and they receive 40% off the price of items linked to sub-department 1, and they purchase at your cost plus 5 % on items linked to sub-department 2. Are you confused yet? We understand that the ideas here may seem complicated at first. However, when required the programming you do in this table will really improve your price control on the Symphony POS terminals.
114 Symphony Pro User Manual 2.0.2.15 are not available. Use this option to modify the messages that are printed on account statements issued from the Symphony Pro reporting system. Several different messages can be programmed by changing the number showing in the Custom message number area. The language setting is available for areas where statements need to be sent in different languages to different customers. 4.
Maintenance Application 4.8.1 115 Operator Table Operator Table Programming This example shows an Operator table record. As with all tables, the edit tools on the toolbar allow you work with the selected record. Modified: As with other tables, the icon will change to when a record is modified. The flag will be reset after the modified record is successfully transferred to the front-end. Operator #: Enter the number this operator will use to log on to the Symphony POS system.
116 Symphony Pro User Manual 2.0.2.15 First and Last name : Enter the operator's first and last names here. Drawer: Symphony POS supports dual physical cash drawers. Enter the drawer number that should open when this cashier works on the register. This feature is not supported by the TEC ECRs. Language: This field is used to determine the language of the messages used on the system when this operator is signed on. In the current release of Symphony POS, English and French are valid language selections.
Maintenance Application 117 This example shows a Function table record. Func#: This is a number used by the system to sort the function list. We suggest that you leave the existing functions numbered as they are. If you cannot locate a function you need for the register operations, you can add new functions. Remember that functions that collect amounts must be linked to totalizers for reporting, so if you create a new function, you may need a new totalizer to link to.
118 Symphony Pro User Manual 2.0.2.15 The alpha parameters section only appears here to maintain compatibility with a third party software used in early Symphony POS versions and is no longer used. Totalizer Link List The bottom portion of the Function table shows a list of all Totalizers associated with the currently selected function. If the Totalizer window is open on the Maintenance desktop, clicking on the Totalizer number in the list forces the totalizer table to display the totalizer's information.
Maintenance Application 119 On both function 710 and 715 we have added totalizer 5000 in the bottom of the window and assigned the operand S. If you want to collect department information you need to modify the PLU function (710) and the Sub-department function 715 or the Department function 716. You would modify the subdepartment function 715 if you assigned open sub-department buttons on the Symphony POS keyboard.
120 Symphony Pro User Manual 2.0.2.15 © 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.
Maintenance Application 121 Functions 710, 715 and 716 were modified to include totalizer 5000 in the bottom of the window. By assigning a D in the operand we are advising Symphony POS to generate department totals instead of generating sub-department data (as with the operand S.) 4.8.3 Totalizer Table Totalizer Table Programming !!WARNING!! The totalizer table is normally programmed for you at installation time and should not be modified unless you are certain of the consequences.
122 Symphony Pro User Manual 2.0.2.15 This example shows a Totalizer table record. The totalizer number determines the section and position of each total on the default report system included with Symphony Pro. The description is used by the report program to print the description of each total on the report. Alternate descriptor is used on receipts and reports when the second language is called by operator or by customer. Files determines which report database will be updated when the totalizer is used.
Maintenance Application 123 automatically. Once you have decided to collect either sub-department or department data by cashier you will need to add a totalizer into the system for each sub-department or department that must be reported. The new totalizers that you create will be numbered using the following convention: create a new totalizer that is the sub-department number plus 5000. So if you want to see information for sub-department 15 on the cashier report you will need to create totalizer 5015.
124 Symphony Pro User Manual 2.0.2.15 Terminals and Groups One of the key features of Symphony Pro is the communication method used to move data to and from the Symphony POS register terminals. Whether you want to send a programming change or retrieve a report, the register must be part of a group . Therefore, a first step in setting up the software for use in a live environment is to create the terminal list and assign the terminals to one or more target groups.
Maintenance Application 125 Use the window to set the exclusion files that are not sent to this terminal type. For example, if the ECR model does not allow printer model definition, then you could scroll down the list and move Printer.Ini to the right hand window. The file list shows all the database tables, then the INI files, then the images, SFiles and advertising files. Define the exclusions and pres OK to return to the terminal programming screen.
126 Symphony Pro User Manual 2.0.2.15 the Symphony Pro database do not get mixed up. To add a terminal to an existing register group, highlight the terminal. Then highlight the group to which you want to add the selected terminal. Now click the tool between the 2 window areas to move the terminal into the selected group. To remove a terminal from a register group, use the tool. You may include the same terminal in as many different groups as required by your installation.
Maintenance Application 127 each register in every store at the head office. These terminals must not have any inbox or outbox assigned. They are only included in Report groups.
128 Symphony Pro User Manual 2.0.2.15 certificate menu option. This example shows a Gift Certificate table record. Enter the certificate number, amount and set the expiry / expiration date. 4.9 Navigation Menu Memorizing the Item Table's "Tab Order" When programming items in the Item table, you probably use the same fields most of the time. To help simplify the item editing process, the Maintenance application has a special utility.
Maintenance Application 129 NOTE: Once a navigation has been memorized, it will be used until you select a different navigation, even if you leave the Item table, or close the Maintenance application. Selecting a different navigation: If you have saved several navigation patterns, they are available for selection at the bottom of the "Navigation" menu. The navigation pattern currently in use has a check mark beside it.
130 5 Symphony Pro User Manual 2.0.2.15 Report System Report System Overview Viewing reports for all store activity is perhaps the ultimate reason for having a retail control system. Without reports, it is impossible to make important management decisions based on accumulated data. With Symphony Pro reports, quick, simple, up to date information is only several clicks away. Report formats must also fit the store's needs, containing only the information required.
Report System 131 NOTE: Some of the report types relate to specific modules and will not produce reports unless the module is registered for your installation. · Batches - Reports associated with price and promo batch set-up information as well as sales movement for specific batches. · Cashiers - For balancing cashiers and viewing cashier statistics.
132 Symphony Pro User Manual 2.0.2.15 · Sub-Department - sales reports summarized by sub-department totals. · System - displays system set-up information · End of day (report) - This is the report most businesses use to print daily or periodic sales totals containing department, sub-department and financial information.
Report System 133 This example shows the Report Selection Utility. The Report Selection utility functions much as a Window's style browser, with "folders" for each report type. More frequently used reports appear as icons in the "root" of the report list. Remember that reports are linked to security levels, and that if you don't have access to a report, it will not appear in the Report Selection utility.
134 Symphony Pro User Manual 2.0.2.15 The "Print " button will send the report to the printer without viewing on screen first. Use the "Print" button if you are sure that the report contains the information you wish to view. The "Next " button is used to browse through open reports. "Cancel " to close the report selection utility and return to the Symphony Pro desktop. 5.
Report System 135 This example shows the Report Start and End Date Selection tool. By default, the Report Selection utility selects today's date. If you want to view today's report, you need only choose to view on screen or send to the printer without viewing. If the default report date does not correspond with the desired report date, click on the correct date, then Preview or Print.
136 Symphony Pro User Manual 2.0.2.15 stores weekly, monthly and yearly movement history indefinitely. NOTE: If you select a starting date that is greater than the ending date for a report, the calendar utility will automatically change the ending date to a date that is past the start date, according to the Period type. This is also true if you select an ending date that is before the starting date. 5.
Report System 137 (+ / - ) Zoom: To zoom the report view in or out. Page Selection Tool: Used to navigate multi-page reports. The single arrows move 1 page up or down. The double arrows are use to go directly to the first or last report page. Search Utility: You can search through a report preview for specific text or numbers. ·Hold down the [Ctrl] key and press the [F] key to open the search tool. ·Enter the text to search for.
138 Symphony Pro User Manual 2.0.2.15 Note : The name of the printer can be complete (Ex: "HP LaserJet 1200 Series PCL") or only the beginning of the name as long as there are enough characters to differenciate it from the other printers (ex: "HP LaserJet"). The case does not matter. 5.6 Printing Labels Generating Item or Shelf Labels NOTE: The Label utility must be registered for use.
Report System 139 In some cases, you may not want to print all items that need a label or you may need to print several labels for certain items. Certain label queries use a "selection box", allowing the user to determine which items, and the quantity to print. This example shows the Label selection box. NOTE: The item list is generated by the label's SQL code file; the sort order, and selection method vary depending on how the SQL file is programmed.
140 Symphony Pro User Manual 2.0.2.15 This example shows the Select First Label process for type "B" Labels. If you have used several labels on one page, but have some unprinted labels left on that page, you can select the label position to start printing from. The First Label Selection panel displays the label page layout for the type of labels you are printing. This panel is based on the label template's page configuration set in the Form Manager, under the "File" menu, "Label" option.
Report System 141 Setting a default printer for labels and reports Labels are like other reports and are normally printed to the default printer as defined in Windows printer settings. You can set a different printer to use with Symphony Pro if you cannot redefine the default windows printer. You will need to make a few changes to the system settings. Edit the file in the LBOSS directory called LOCAL.INI.
142 Symphony Pro User Manual 2.0.2.15 This example shows the Report Properties editor - the Cashier report. Report Properties Panel Options The report's property file name and extension (.lrp) appears at the top left of the panel to identify the report file being edited. The Report Title is the name that appears at the top of the report on screen or in printed format. Language allows you to set the default language for the report. Minimum user level is the security feature for this report.
Report System 143 Category is used to place the report in a folder with other associated reports. Click the "... " button to use the Report selection tool to select the correct Category for the report. The Report prompts pull-down option can be used to set the titles and values in the prompt windows associated with this report. Setting the Preview to on (check marked) forces the print preview mode. If this is not selected, the report selection process skips the print preview mode.
144 Symphony Pro User Manual 2.0.2.15 process generates details for another cashier, it forces the report to start a new printed page. Page 1 forces the page number for that report section to be numbered starting at one. 5.8 Report SQL Editor Modifying Symphony Pro Report SQL Code The Symphony Pro reports use a combination of proprietary commands and SQL code to generate the queries that extract information from the database tables for reporting. The report properties include a .
Report System 145 The SQL editor window is divided into four (4) parts: ·The SQL editor is the top left portion of the screen, and contains the commands for the report. ·The tool bar. ·The upper right of the window shows the prompts used in the Report SQL file to collect the language, start and end dates, period type, store number and cashier number from the user. The editor reads the code at load time and displays all prompts it finds in the report file when you open the Editor.
146 Symphony Pro User Manual 2.0.2.15 This example shows the Entry application's "Desktop". The Entry module is used for transaction entries that affect stock control as well as some cashier balancing operations. Inventory control has a prerequisite: each item must be created in the Symphony Pro item maintenance. You must assign the purchase format and the cost for each vendor that supplies the product, in the "Cost" PLU table tab.
Entry Module 147 View Menu Options The view menu is used to review past transactions made on the Entry module. In order to reprint the receiving report for a completed tranaction use the Vew menu and select Receiving. Select the transaction you want to print. When the information appears on the screen select the F5-Print function. 6.1 Purchase Orders Creating Purchase Orders We assume that you have created your items, assigned a vendor to the product and set the minimum stock and reorder quantities.
148 Symphony Pro User Manual 2.0.2.15 ·Enter the vendor number (double click or press [Alt-Enter] to obtain a list of your vendors) ·You may enter an invoice number if required for your records ·Enter the number you want to assign to this order, or press [Generate] to obtain an order number from Symphony Pro. ·Enter the date of this transaction. You may want to select a previous date (for example you were on holidays and this entry needs to be done as of 3 days ago).
Entry Module 149 ·At any time in the order you can modify a previous line entry by entering that product code. ·You can delete a line entry with the [F3-Delete] function. ·You can modify the current cost record by pressing [F4-Cost]. ·To view movement information on this product for today's date press the [F6-Info] button. Select the Auto refresh flag if you want this window to update each time you enter a new product code onto your order.
150 Symphony Pro User Manual 2.0.2.15 quantity of an item or remove it from the list the same way as with a manual order. You may also add an item that does not appear on the automatically generated list. Follow the instructions shown to place a manual order if you want to add more items. ·When you are ready to record the order press [F12-Post]. You will have the option to view and print the order. The print option window will display even once the transaction has been printed.
Entry Module 151 This example shows a Manual Receiving screen. ·Enter the vendor number (double click or press [Alt-Enter] to obtain a list of your vendors) ·You may enter an invoice number if required ·Enter the order number you are receiving against. ·Enter the date of this transaction. You may want to select a previous date (for example you were on holidays and this entry needs to be done as of 3 days ago).
152 Symphony Pro User Manual 2.0.2.15 Auto refresh flag if you want this window to update each time you enter a new product code onto your order. ·Once the items have been received you save the transaction by pressing [F12-Post]. You will have the option to print the transaction. The print option window will display even once the transaction has been printed. This way, if another copy is required or if you want to print labels you can still make the selection before the transaction is archived.
Entry Module 6.3 153 Counting and Adjusting Stock Counting Inventory NOTE: Items must have a "Count" before Symphony Pro can accurately report on hand inventory. When you manually set an item to be tracked (in the "Inventory" tab), Symphony Pro sets the starting count to 0. However, if you use a "global change" to set the inventory tracking on all items at once, you must perform a count.
154 Symphony Pro User Manual 2.0.2.15 Use the Adjustment entry module to record these transactions. (Note that inventory adjustments are always performed on the current date. If you need to affect a previous date try using the manual receiving module.) ·Select the store number if you are working on a multi-store system. ·Enter a remark to save with this transaction. ·Enter the code of the item to modify. The cursor will move to the units field to allow you to make an adjustment.
Entry Module 155 The View option allows you to see entries made in previous transactions. To remove received transaction data from the list use the Purge option. You cannot purge orders. Select the date before which you want the transaction data to be removed. Note that this does not in any way affect stock levels. 6.
156 Symphony Pro User Manual 2.0.2.15 This example shows the Entry application's Pickup, Loan and Declaration utility. Choose the cashier, date and balancing type for the transaction entry, then press the "View" button to see the theoretical amounts that should be in the Symphony POS / TEC ECR drawer, or have already been picked up. The selected cashier's name appears at the top of the screen as a reference, so you can tell which cashier is being treated.
Entry Module 157 the "Pickup" amounts by tender type for the current cashier. Pickups can also be done from the front end Symphony POS, and appear along with all entries made within the Entry application's "Pickup" option. At the end of a cashier's shift, you can enter the declared amounts by cashier. To declare amounts, enter each tender type counted from the cashier's drawer. When all entries are complete, press the POST button to save the data.
158 Symphony Pro User Manual 2.0.2.15 information is also "color coded" making it simple to distinguish between normal functionality and error situations. When opened, the View Log utility searches all terminals in the system. Each terminal listed shows arrows for "in", "out" and "unprocessed" mail boxes. These arrows change color depending on the mailbox status. 7.
View Log The 159 normal messages icon displays the normal priority messages recorded by the system. The (check) icon can be used to validate the data that has been collected and posted to the report database by Symphony Pro. This option shows the number of transactions and the total that the system processed and compares the numbers with data stored on the registers. The total in the difference column should amount to zero.
160 8 Symphony Pro User Manual 2.0.2.15 Electronic Journal (L-Tracker) Electronic Journal Utility This example shows the Electronic Journal - Basic version. The electronic journal allows reviewing sales transactions made on the Symphony POS system. The program is executed by running the EJ.EXE executable in the POSWIN or LBOSS folder. You can also use the EJ menu option from the Symphony Pro software. Two program versions are available, Basic and Professional version.
Electronic Journal (L-Tracker) 161 given day. Set printer font is used to define the font that will be used when print options are selected with the EJ utility. Edit: menu options: The top menu section displays the search commands that have been defined on your system. The bottom menu section is used to record a search for repeat use or to delete an entry from the top section of the Edit menu options wndow.
162 Symphony Pro User Manual 2.0.2.15 This example shows the Electronic Journal - Professional version. The EJ program includes search functions. The search tool allows you to set a maximum of eight criteria to find the data you need. For example, you could search for all customers who purchased a particular product or spent an amount equal to, greater than, etc. Cashier review tools such as finding voids, refunds or other negatives are also easily performed.
Electronic Journal (L-Tracker) 163 Initiating a search with incomplete data will display an error telling you which search line is incomplete. The cursor will be positioned automatically in the field where the data must be added to assist you. Note that in the interest of simplifying the data entry, we have enabled use of the [Enter] key to change fields within the search data entry forms.
164 Symphony Pro User Manual 2.0.2.15 One of the most common uses of the Events / Tasks option is to execute commands manually, and can be used to force the system to execute automated commands that failed, or did not execute automatically as programmed. This example shows the Events / Task utility. The "Description" column displays the command's name. The "Scheduled" column displays the command's execution status: manual, manual and automatic, Auto only.
Events / Tasks 165 ·By convention, the ".." symbol always represents the parent directory. NOTE: Most of the events required for normal system operation have been predefined on the list. If you are unsure of how to make modifications to the event list, you should consult your qualified Authorized TEC Dealer. 9.1 Programming Events Modifying / Adding / Automating Tasks The Task Editor The "Task Editor" utility opens when you press the Task Manager's "Edit" button.
166 Symphony Pro User Manual 2.0.2.15 existing data, we suggest you consult your Authorized TEC Dealer before making changes or adding new Events / Tasks. Directory: The Task list can be configured to use command sections. Similar to "Report Categories" found in the Report selection panel, the "Directory" Task List entries do not execute anything. They are used to group tasks into categories or sections.
Events / Tasks 167 Months: Enter the number of months to execute this command. Calendar months are used, not 30 days NOTE: You can only enter one (1) type of cycle. Adding / Removing Tasks Use the "Add" button to create a new task. Symphony Pro will automatically select an available task number. Unless you have modified the default task numbers, you should leave the suggested task number. Follow the information above about each option in the task editor.
168 10 Symphony Pro User Manual 2.0.2.15 Monitoring Utility Watching the Front End Symphony Pro includes a monitoring utility that allows you to view the current transactions from any Symphony POS lane in the installation. To launch the Monitoring utility, open the Windows "Start" menu, "Programs", "Symphony Pro" and select the "Monitoring" option. The Monitoring utility is useful in watching cashiers' activity during transactions. Call you Authorized TEC Dealer.
Monitoring Utility 169 functions that are set to be "red", meaning negative functions that subtract amounts from the current transaction. To activate the warning beep, select the terminal to track, then from the Monitoring utility's "File" menu, select "Beep on red". If a negative function is used during the transaction, the Monitoring utility will issue a warning "beep". The File menu allows access to set a comm port output for the data captured in the monitoring window from each lane.
170 Symphony Pro User Manual 2.0.2.15 and other design elements (objects) on a "template", making it simple to create visually attractive reports. The Form Manager provides a complete set of tools to configure report and form templates as well as item or shelf labels. The tools are designed to work with data fields, graphic elements (including line and rectangle drawing tools), and formulas for report time calculations. Symphony Pro Report Template Files Each Symphony Pro report file (.
Form Manager 171 This example shows the cashier report template in the Form Manager's Editor Template Objects Anything that appears in the template is called an "object". When selected, objects display "nodes" that are used to re-size the object. ·When a corner node is selected, the cursor changes to a double ended oblique arrow, used to re-size both horizontally and vertically at the same time. Hold the cursor over the corner node.
172 Symphony Pro User Manual 2.0.2.15 from the user. · Graphic objects (lines and rectangles) are black . · Image objects are not assigned any color, they appear as graphic images. (.bmp only) NOTE: If you enter more than one field in an object box, it will also appear blue. Object Right Click Menu Once an object is selected, right clicking over the object opens a special menu containing object controls and options. The options available depend on the type of object selected.
Form Manager 173 description for the template file. After entering the new description, select the same file name, overwriting the previous version. Ln: (Forms only ) LINE For Symphony POS form templates, if you have defined columns, select this option to have column lines appear on the printed output. Detail Count: (Forms only ) Determines how many details appear on the Symphony POS printed output. Add Label: This button creates a new Label object for the template.
174 11.3 Symphony Pro User Manual 2.0.2.15 Menus Form Manager Main Menus File Menu The "File" menu contains typical file operations and configuration tools for several options. New: Open a new Report or Form template. Open: Open an existing Report or Form. This opens a typical Windows file browser, displaying the files in the default LBOSS\Office\Rpt folder. Use the "Files of type" option to choose between Form or Report templates.
Form Manager 175 "Configuration" menu's "Metric" option. Enter the correct values for label width, height, the gaps and margins. You can either click the field and enter the number, or with the cursor in the field to modify, use the up and down arrow keys to increase or decrease the value. Page Setting: This option is used to establish the size of the page being produced by the current template.
176 Symphony Pro User Manual 2.0.2.15 Auto load last file: The Form Manager is a stand alone application. It can be launched from a report's "properties" box, or from the Symphony POS Windows menu. Set this option to on if you want the Form Manager to re-load the most recently used template at start up. Auto repaint: Some screen displays seem to have difficulty re-drawing the template when objects are moved or modified.
File Maintenance Utility 12 177 File Maintenance Utility Symphony Pro File and Database Maintenance Utility !!WARNING!! The aspects covered by this utility are technical. Given the critical nature of the Symphony Pro system data and because it is possible to seriously damage the information in the database, we suggest you do not attempt any database manipulation unless you are absolutely certain of the results of the operation. Please contact your Authorized TEC Dealer for technical support.
178 Symphony Pro User Manual 2.0.2.15 About Data Table Backups 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, along with the data to re-populate the tables. It can completely re-build the database from these files.
File Maintenance Utility 179 This example shows the Event / Task editor - Daily Backup event. The backup files are created in folders under the \LBOSS\Office\Backup, with the day of the week as the folder name. When and How to Use the Data Table Backups These backups are only used if the data tables become corrupt, or if for some reason they do not contain the correct data.
180 Symphony Pro User Manual 2.0.2.15 The File Maintenance utility can also display specific information about a table and its associated SIL file. With one table selected, click the right mouse button. A properties panel opens, displaying the table information in the top portion of the panel. If you did not select an associated backup from the "View" menu there is no associated backup file.
File Maintenance Utility 181 Follow the selection process for the tables to re-index, or, in most cases, use the "select all" option from the utility's "Edit" menu. Once the tables are selected, press the "Re-index" button at the bottom of the utility window. The re-indexing process does not affect the table data, or harm the database in any way. Why and How to use the Pack Command NOTE: The Pack command is only required if your installation is using the "Paradox" type of database.
182 Symphony Pro User Manual 2.0.2.15 Entry: Any process that involves manual data entry, for inventory operations or other management related processes, such as cashier loans or pickups. Event: A process or task set to run automatically at a pre-programmed time. Can also be forced to run manually. Execute: Run a command file, utility or program, perform a process. Flag: An indicator or attribute, used by the system to identify a process or item status.
Glossary 183 with sales data collection. POS: Point Of Sale, the front end terminal where sales transactions are performed. Post: Save to the database only. Posting does not Deploy (send). Relational Database: Any type of database where data is kept in tables, and linked with other tables by a common key field or combination of key fields. Risk Level: Associated with customer accounts, a table that contains information about credit limit.
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