Table of Contents
Introduction
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Overview of the POSey System
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Using This Manual
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Hardware Requirements
Preparing for Installation
____
Overview
____
Computer Installation
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The Host Computer
________
Video Display
________
Computer Keyboard
____
Operating System Installation and Configuration
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Running MS-DOS in the High Memory Area
________
Taking Advantage of the Upper Memory Area
________
Setting the number of FILES and BUFFERS
________
Setting the DOS PATH
________
Using a Disk Cacheing Program
________
When in Doubt . . . See Your MS-DOS or Windows Doc
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Network Software Installation and Configuration
____
POS Keyboard Installation
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IBM 4690 Series Keyboards
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JPC KB-80 Keyboard
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JPC KB-105 Keyboard
____
Touchscreen Installation
________
POSeyTouch Register and MicroTouch
________
Elographics Touch Screen
____
Printer Installation
________
IBM 4690 Series Printers
____
Installation of Other Peripheral Devices
________
POSey Security Block
POSey Software Installation
____
Overview
________
Starting the Installation
________
Selecting the Data File to Install
________
Selecting a Destination Drive and Directory
________
Selecting a POS Keyboard or TouchScreen
________
Modification of Start-Up Files
____
What the POSey Installation Program Does
____
Running the POSey Point of Sale System
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Starting POSey on MS-DOS Systems
________
Starting POSey on Windows 95 Systems
____
The Next Step
Main Menu
____
Overview
____
Making a Selection
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Using the Computer Keyboard
________
Using the POS Keyboard (MS-DOS operation only)
________
Using a Touch Screen, Light Pen or Mouse
____
Back-Office Programs
____
Cash Register Programs
________
POSey Start-Up Options (MS-DOS version only)
________
System Shutdown
________
Customizing the Main Menu
Configuration & Setup
____
Overview
____
Demo/Training Setup
____
System Configuration
____
Register Configuration
________
Data File Paths
________
Keyboard
________
Register
________
Selective Itemizers
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Condiments
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Receipt Printer
________
Auxiliary Printer
________
Barcode Info
________
Dealer Message
________
Guest Check
________
No Tax Limit
____
Receipt Printer Configuration
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Printer Function
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Serial Configuration
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Printer Control Codes
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Auxiliary Printer Configuration
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Printer Function
________
Serial Configuration
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Printer Control Codes
____
Remote Printer Configuration
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Time Override
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Duplicate Printers
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Scale Configuration
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Defaults Configuration
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Keylock Configuration
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MagStripe Reader Configuration
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TouchScreen Menu Definition
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POSey Ray Gun Configuration
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Elapsed Time Configuration
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POSey Time Bucket Configuration
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Royalties Configuration
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Post Void Reason Entry
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Gas Pump Configuration
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Modify Screens
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Modifying the POSEY.CFG File
Password Security
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Password Entry
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Main Menu Password Access
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Register Report Password Access
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Register Access Password Authorities
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Default Password
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Creating and Editing Passwords
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Assigning Passwords to Clerks
Register Keyboard Programming
____
Overview
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Key Programming
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Key Function Descriptions
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Alphanumeric Keys
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Media Tendering Keys
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Item Sale Keys
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Transaction Modifier Keys
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Discount/Coupon Keys
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Media Transfer Keys
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Void Keys
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Guest Check Keys
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Customer Tracking Keys
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Clerk Function Keys
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Screen Control Keys
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Gas Pump Keys
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Miscellaneous Function Keys
Keymap Editor
____
Overview
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Editor Program User Interface
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File Menu
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Edit Menu
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Print Menu
POSey Cash Register
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Overview
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Logging On to the Register
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Register Screen Display
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Register Screen for POS Keyboard Systems
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Register Screen for Touchscreen Systems
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Exiting the Register
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Clock In/Out
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Basic Register Operations
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Data Entry
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Tendering the Sale
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Controlling the Receipt Printer
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Register Key Action
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Special Operations
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Price Adjustments
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Item Adjustments
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SI Adjustments
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Voids
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Void Item
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Void Transaction
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Pre/Post Voids
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Discounts
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Refunds/Returns
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Coupons
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Paid Outs
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No Sale
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Selecting Condiments
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Serialized Inventory
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Receipt Memos
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Number Print
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Activity Counts
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Membership Sales
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Customer Tracking
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Shopper Bonus
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Previous Balance/Credit
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Multi-Macros
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Guest Checks
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Creating a Guest Check
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Balance Forward of a Guest Check
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Recalling a Guest Check
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Cashing Out a Guest Check
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Printing a Guest Check
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Stacking Guest Checks
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Combining Guest Checks
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Splitting Guest Checks
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Transferring a Guest Check
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Drive-Thru Processing
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Gas Pump Interface
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Medias
________
House Charge and Tournament Credit
Cash Register Reports
____
Overview
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Report Terminology
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Report Check Boxes
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Report Destinations
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Report Accumulators ("Time Buckets")
____
System Reports
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System X/Z Reports
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X/Z Counter Transactions and Counter History
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Void Report
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Inventory Report
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Inventory X/Z Reports
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Reorder Report
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Master Listing
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Explode Recipes
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Extended Report
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Clerk Report
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Clerk X/Z Reports
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Active Employee Report
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Guest Check Report
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Guest Check X/Z Reports
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Guest Check X By Clerk
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Guest Check Link Totals by Time
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Open Account Report
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Audit Tape Analysis
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Print Audit
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Audit Tape Analysis Reports
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X Hourly Totals
____
Register Report Macros
Key Macros
____
Overview
____
Creating And Editing Macros
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Edit Macros Screen
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Special Macro Codes
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Register Macro Example
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Macro Codes At Selection Screens
____
Running Macros from the Register Report Menu
Sub-Departments
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Creating Subdepartments
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Linking To Sub-Departments
____
Reporting Sub-Department Sales
Inventory
____
Overview
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Inventory Item Entry
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Inventory Entry/Edit
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Searching the Inventory File
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Changing Stock Levels
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Purchase Promotions
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Inventory Item Shift Levels
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Recipe Items
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Condiments
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Inventory Linking
____
Inventory Process
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Inventory Import
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Manual 86 Item Entry
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Barcode Generation
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Inventory Variance Report
________
Overview
________
Entering the Physical Inventory Count
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Viewing the Physical Count Data
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Inventory Variance Report
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Updating Inventory Records
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Inventory Usage Report
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Overview
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Entering Items to Track
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Inventory Usage File Maintenance
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Entering the Physical Count
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Password Protection
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Inventory Usage Report
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Field Definitions
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Inventory Physical Count Update
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Inventory List Report
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Serialized Inventory
________
Overview
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Serialized Inventory Maintenance
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Serialized Sold Maintenance
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Serialized Inventory Reports
Rental Items
____
Overview
____
Setup Requirements
____
Rental Types
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Fixed-Rate Single Rental Items
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Fixed-Rate Multi-rental Items
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Time-Based Rental
____
Rental Inventory Entry
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Daily Operations
Purchase Orders
____
Overview
____
Purchase Order Configuration
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Vendor Entry
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Vendor Listing
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Purchase Order Entry
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Automatic Generation of Purchase Orders
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Printing Purchase Orders
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Receiving Merchandise
Time & Attendance
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Time and Attendance Procedures
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Time and Attendance Configuration
____
Shift Definition
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Job Classifications
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Employee/Clerk Entry
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Standard Deductions
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Manual Clock In/Out
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Process Pay Period
____
Purging Time Records
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Labor Scheduler
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Time and Attendance Reports
________
Job Classification List
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Employee Listing
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Standard Deduction Listing
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Active Employee Report
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Labor Cost Report
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Period to Date Labor Report
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Detailed Daily Labor Report
Price By Time Slot
____
Overview
____
Time Slot Entry/Edit
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Price By Time Entry/Edit
________
Mix and Match Pricing Options
Clerk Bonus Totals
____
Overview
____
Initial Setup
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Day-to-Day Operation
Accounts Receivable
____
Overview
____
Open Account Entry
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Account Entry Fields
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Open Account Information Fields
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Extended Payment Account Information
________
Accessing Membership Information
________
Importing Open Account Records
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Late Fees and Late Charges
________
Open Account Late Charge Processing
____
Process End of Month
____
Open Account Processing
________
Initialize Current Charges
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Specify and assign Credit Limit
____
Accounts Receivable Reports
________
Mailing Labels
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Open Account Statements
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Open Account Aging Report
________
Collector Report
Tournament Credit Accounts
____
Overview
____
Tournament Credit Account Entry
____
Tournament Credit Statements
____
Process End of Month
Customer Tracking
____
Overview
____
Customer Tracking Account Entry
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Customer Tracking Account Totals
____
Customer Tracking Account List Report
____
Customer Tracking Statements
____
Customer Track Delivery System
________
Customer Track Delivery Information
________
Setting Up POSey Delivery
________
Using POSey Delivery
____
Shopper Bonus
________
Setting Up Shopper Bonus
Client Tracking
____
Overview
____
Company Code Entry
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Cost Center Entry
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Customer Entry
____
Client Tracking Reports
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Company Listing
________
Cost Center Listing
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Customer Listing
________
Discount Report
Membership Management
____
Overview
____
Member/Account Entry
____
Setting Up Membership Items
____
Register Operations
____
Door Opener Device
____
Membership Management Reports
________
Member List
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Inactivity List
________
Member Expiration List
JPC Debit Card
____
Overview
____
Setup For JPC Debit Card
____
Daily Procedures
Credit Card Processing
____
Overview
____
Configuration & Setup
________
Hardware Required
________
Processor Arrangements
________
Software Setup & Configuration
____
Testing Credit Card Authorization
____
Authorization Formats
Check Tracking
____
Overview
____
Setting Up For Check Tracking
____
Daily Operation of Check Tracking
________
Register Operation
________
Check Tracking Account Entry/Edit
________
Check Tracking Account Reports
________
Purging Old Checks
POSeyCOM Data Polling
____
Overview
____
Polling Location Entry
________
Location Information
________
Communication Parameters
________
Saving the Information
____
List Polling Locations
____
Polling Setup
____
File Polling
____
Polling From a Batch File
POSey Merge
____
Overview
____
Data Collection Configuration
____
Data Collection
____
Merging the Data
POSey Export Manager
____
Overview
____
Export Configuration
____
Export Manager Program
________
Suggested Export Procedures
____
The Export Format File
________
Variables
________
Conditional Lines
________
Sample EXPFMT.ASC File
POSey Gas Pumps
____
Overview
____
Hardware Setup
________
PC Card Controller Setup
________
Serial External Controller Setup
____
POSey Software Configuration & Setup
________
Inventory Setup
________
Gas Pump Configuration Program
________
List Gas Pump Configuration Program
________
Register Key Programming
____
Register Operation
________
Gas Pump Initialization
________
Pump Status Screen
________
Authorization Request
________
Authorizing the Pump
________
Dispensing Fuel
________
Pump Sale Ready
________
Handling Emergencies
____
Special Notes
POSey Image
____
Overview
____
Image Configuration
____
Image System Setup
____
Activating File Imaging
________
Origin Information
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Destination Information
________
Program Operation
POSey Kitchen Screen System
________
Overview
________
Hardware Setup
________
Register Configuration
________
Kitchen Screen Computer Configuration
________
Kitchen Screen Startup
________
Kitchen Screen Operation
POSey Specialty Ticket Printing
________
Overview
________
Register Configuration
________
Inventory Setup
________
ATPRINT.HDR File Configuration
________
ATPRINT.HDR File Commands
POSey Hotel Management
____
Overview
____
Hotel Management Configuration
____
Room Definition
____
Define Merchandise Classes
____
Reservation Calendar
____
Guest Registration
____
Guest File Maintenance
____
Nightly Audit
____
Guest Folio Program
________
Guest Folio
________
Tender Current Charges
________
Delete Current Folio Information
________
Transfer to City Ledger
________
Restart the Folio Program
____
Hotel Management Reports
________
Room List
________
Master Guest List
________
Reservation Report
________
Advance Deposit Ledger
________
Current Occupancy Report
________
Housekeeping Status Report
________
Guest Mailing Labels
POSey Theater Management
____
Overview
____
Theater Management Configuration
________
Data File Paths
________
Ticket Printer Setup
________
Ticket Printing Instructions
____
Seating Section Definition
____
Seat Definition
____
Show Creation
____
Patron File Maintenance
____
Seat Reservations
____
Theater Management Reports
________
Patron Listing
________
Patron Mailing Labels
________
Seating Statistics
POSey IRC Network
____
Overview
____
Hardware Requirements
____
General Capabilities
____
Planning Your Network
____
Software Installation
________
POSey IRC Installation
________
Installing The Software
________
NetBIOS Driver
________
Network Redirector
________
Network Server
____
Controlling the Network (The NET Command)
____
Troubleshooting the Network
Appendices
____
Glossary of Terms
________
POS Keyboard Types
____
Pole Display Types
____
Cash Drawer Types
____
Coin Dispenser Types
____
Scale Types
____
Barcode Reader Types
____
Magcard Reader Types
____
Receipt Options
________
Receipt Option 0
________
Receipt Option 1
________
Receipt Option 2
________
Receipt Option 3
________
Receipt Option 4
________
Receipt Option 5
________
Receipt Option 6
____
Auxiliary Printer Options
________
Auxiliary Printer Option 0
________
Auxiliary Printer Option 1
________
Auxiliary Printer Option 2
________
Auxiliary Printer Option 3
________
Auxiliary Printer Option 4
________
Auxiliary Printer Option 5
____
Configuration Using POSEY.CFG
________
Country-Specific Options
________
Audit File Options
________
BackOffice Printer Options
________
Barcode Reader Options
________
Register Clerk Report Options
________
Demand Check Printer Options
________
Guest Check Report Options
________
Magcard Reader Options
________
Membership System Options
________
MICR CheckReader Options
________
Pole Display Options
________
Receipt Printer Options
________
Cash Register Options
________
Remote Printer Options
________
Rental Configuration Options
________
Slip Printer Options
________
System Report Options
________
Touch Screen Options
____
Error Messages
________
Overview
________
File Status Errors
________
Program Logic Errors
________
Network Errors
Index
____
Alphabetical Index