Kitchen Printer Setup

There are several steps to create and setup a kitchen printer. To view the complete in-depth documentation on receipt detail setup refer to the Main POS Training Documentation here. This article is meant for information training purposes and setup.

1. Create a “Kitchen Printer Receipt” header in POS.3.3

• Enter the ‘Receipt Header Code’.
• Enter a receipt ‘Description’.
• Enter the ‘Override Printer’ that will be used (A5, A6, etc.). This will be setup in the ‘GUI’ configuration section. You can setup multiple receipt headers that print to different printers for different food types (Burger station, Pizza station, etc.)
• Enter the ‘Lines Before’, ‘Indent’, ‘Print First’, ‘Max Lines’ for the receipt.
• Enter the receipt header information

• Enter the ‘R=Receipt Detail’ needed to print the information. (Contact support for assistance in setting up your receipt detail).
• On the register that will print to the kitchen printer, assign the printer in the GUI properties.
• Select the properties icon on the GUI toolbar.

• Select the tab “Other”.
• Use the Printer Settings spinner to select the printer to use as the kitchen printer and then select the windows printer to print to. (In the example above we used ‘A5’).
• Set the register to use the kitchen printer
• Log to ‘Register Parameters’ POS.3.1 and enter in the register that will print to the system printer.
• Select ‘R=Restaurant’ from the bottom line
• In the ‘Use Kitchen Printer’ field enter in a “Y” and save the record.
• Setup which items will print to the kitchen printer. A hamburger or hotdog would print to the kitchen printer, but a candy bar or soda would not.

• Log to POS.25.2 (SKU Maintenance).
• Enter in a SKU that will print to a kitchen printer.
• In the ‘Kitchen Header’ field, enter or select the receipt header to use for that option. As stated above, different headers can print to various printers for items.

Setting up – redeeming Coupons, Promos, Vouchers, Gift Cards and Certificates.

This training document will walk you through setting up your Coupon/Promo Code(s) Along with Gift Cards, Vouchers and Certificates for the purpose of online ordering and order fulfillment.

*You can mix and match different Promos, Coupons, Vouchers, Gift Cards and Certificates with any valid webstore Tender.

Coupon & Promo Setup/Configuration

Menu Path POS-22-25-22

• You can add a new Coupon Code by either typing in and Select the “Add” or “Copy” Option. You can also modify any previous coupon. You can also use the standard period “.” for the next numeric sequence number. *If you modify coupons after a Web Order has been placed the modified coupon will not be applied to any suspended transactions only to new Orders.
• You will need to fill-in all of the required fields. For detailed field information input a single question mark for more help.
• Selecting the “Tran/Item/Class” type of discount will determine your choices throughout the setup.
  T=Tran type discounts will apply the discount to the whole order.
  I=Item type discounts will apply the discounts to the “Specific SKUs” you list for the discount.
  C=Class type discounts will use the table defined in the “Beg. Class – End Class”. *note if you are adding groupings of class codes you will need to make sure they are in sequential order, example: 100-200 600-700.
  The CA option behaves the same as C but the discount will apply to all items in the defined class instead of just the first item added to the transaction.
• Choosing either the Mfgr or Store Coupon will make a difference on if the coupon is treated  as a discount or as a tender amount.
  • A Manufacturer coupon will be treated as a TENDER amount and is normally issued by the manufacturer. As such it will decrease the balance due and will report as a tender amount.
  • A store coupon is issued by the store, maybe as a promotion to get people to shop at the store, and will be treated as a normal discount. These items will be treated as taxable, in other words, tax will be charged on the original retail amount before applying the coupon. The discount will be reported as any other discount.
• Min Purchase Amt* – The way this field is applied depends on the coupon type (Tran/Item/Class) you set up.
  • Transaction – The transaction Subtotal amount must meet the minimum, once the subtotal meets the minimum then the coupon will apply the coupon amount.
  • Item – The line item amount must meet the minimum before the discount will be applied. If the item sells for 10.00 and the minimum is 30.00 then the item will not apply unless the quantity is more than 3 to meet the 30.00 minimum. The coupon will only be applied 1 time regardless of how many items meet the minimum.
  • Class – The class must meet the minimum, the coupon will only be applied to the first item of the class. The total is not cumulative.
  • Class All – When the minimum is met by a cumulative of all the classes in the coupon then the discount will be applied to the total amount for the valid classes or the dollar amount will be applied 1 time.

 

Applying Coupon(s) Promo(s)

During the Checkout process the online user will have the option to enter the Promo/Coupon Code that was setup. Users can add additional Codes using the instructions listed online.

Selecting the “Submit” Button will apply the Codes to the users cart.

Resuming Orders Promo/Coupon

 

• You will need to print Pick Slips or the email confirmation to see the type of Promo Code that your customer used at checkout.
• To enter a Promo/Coupon code, after selecting TOTAL, you need to select the ‘coupon’ key or int the ‘Modifier or Tender’ field enter CPN and press enter. You will then enter the promo/coupon code in the pop up box.
• Depending on the type of Promo/Coupon Code that was used on the online store will determine where the Code is applied in the transaction. See Gift, Voucher and Card Setup. to see how to check the types of Codes that are being used. example: T=Transaction I=Item C=Class

Adding and Maintaining Vouchers and Gift Certificates.

*See Gift, Voucher and Card Setup.

Redeeming Voucher, Certificates and Cards at Online Checkout.

During checkout the user will have the option to Apply Gift Cards, Certificates and/or Promo Codes.

• When a valid Voucher is entered and applied using the “Submit” button the shopping cart will update and reflect the new total.
• The balance on the voucher will also be shown to the user on their checkout page.

*note that Vouchers, Gift Certificates and Cards follow the same rule as Credit Cards for Bookstore Clients. Funds are not changed until order fulfillment at the register.

Resuming Orders Vouchers, Cards and Certificates

• You will need to print the order Pick Slip or the email confirmation to see the type of Voucher, Gift Certificate or Card that your customer used at checkout.
• To enter a Promo/Coupon code, after selecting TOTAL, you need to select the ‘coupon’ key or int the ‘Modifier or Tender’ field enter CPN and press enter. You will then enter the promo/coupon code in the pop up box.
• You can utilize the TCS standard types of Tender Codes and their rules e.g. Splitting Tenders between the Voucher, Gift Certificate or Card and other valid Tenders for web checkout.

*note you must be running webstore version 3.x.x or greater for these features to be available.

Adopting GM Items

Enter or Modify your adoption TX.1.1,  select the DEPT/CRS/SECT in Adoption Maintenance you wish to add your GM item (s) to.

At the bottom-line prompt select S2=Screen 2.

In the new S2=Screen, if your campus is using a specific CRN number that identifies the DEPT/COURSE/SECT . then you can enter that here, once entered you can enter the Campus Class#, preceded by a semi colon (;) in the Dept, Course or Section fields to look up the section (i.e. ;01234567). *Campus Class is not a required field not all users use this feature. You can navigate past this field by pressing enter or click on the SKU field.

In the SKU field, enter the SKU or you may do the normal GM item lookup to find the item. If you are selecting a Matrix GM item then select the Parent SKU, This way when its displays on the web the customer will see the Color and Size drop down selectors to choose from.

Enter the QTY that the student should purchase for the section and enter R/O to indicate if the item is Required or Optional.

Adding Fee(s) Adoptions

You can add POS Fee Code(s) the same way that you would add a sku in the S2=Screen 2. The fee will then be displayed along with the GM and Textbook information in the Adoption/Course search on your website.

You can also enter in Fee Code(s), this allows you to collect any additional fees that may be required for the course that has been set by the Instructor or Staff. *for details on setting up Fees Codes, reference POS Training

Example web cart

Resume Web Order

Resume Orders that have been placed will look the exact same as other Web Orders. *note you will have to verify the rental item and price when resuming the order. It is best that you have a copy of the order to verify the type or rental and length of rental.
Example Web Order Resume

Searching Suspended Orders.

Purpose of this document is to setup a search box prompt when you are resuming a transaction, for the purpose of eCommerce or Mail Order transaction resuming. The search will allow you to lookup orders without browsing through all of you open orders.
*if you wish to bypass this step you can press enter for the default option to scroll through all of you open or suspended orders.

This setup can replace scrolling through a long list of customer orders to find the desired order.

The search can be performed on suspended transactions on any one of the following items.
Phone Number format xxx-xxx-xxxx
First or Last name
Order confirmation number
Email address

prerequisite:
Mail Order Registers or Online Order Registers must be setup on the system you are resuming transactions on.
Applies only to host based registers or back-office connections.

Navigate to Menu Path POS-2-2

• Select POS-2-2 Transaction Types

• Select your Modifier code for resuming a transaction. The default is “RES” for Resume.

• The “Cashier Prompt:” only needs to have information in it. For example the “Confirmation Number” is the example above. Keep in mind that this is a free form field record. You only need to have something in the Cashier Prompt to turn on this feature.

Resuming your orders

• Select the resume feature or transaction type that you have setup. You should notice that you now have a search window that appears.
• Input any portion of the web or suspended transaction.

Phone Number format xxx-xxx-xxxx
First or Last name
Order confirmation number
Email address

• In the above example TOTAL is in the customers email address total-computing.com. All customers that meet that criteria will display in the search results with the orders that they have open.
• Select the order that you wish to complete or view.

 

Added a SH=Sales History to the MF screen, when you select this, the users default store will be used, user can select a different store if more than one is available.

Added a RE=Rental to the MI screen in TX. This option will only display if there is an associated rental master record. When you view the RE=Rental screen it is passing the “Inquiry” through so you are still in Inquiry mode and will not be able to edit any information in the Rental Master record.

In POS.26.13 (Print Pickslips) the ‘Status’ has been modified to have a ?? button and a new option of O,E has been added that will print any un-printed orders regardless as to weather or not it has an ebook only.

Department Sales

Below is an overview of the Department Sales report.

Path: POS-RP-1-5-2

Purpose: Display the gross to net numbers by department.

Output: Date, Department Codes, Department Sales, Department Returns, Department Discounts, Department Markdowns, Department Net, Merchandise Net, Non-Merchandise Net, Non-allocated Discounts, Total Taxes, Transaction Net.

The summary output combines the sales information for the entire day.

The Detailed version breaks the sales figures out by register.

 

Below is an overview of the Store Sales by Store by Register by Date report which is virtually identical to the Store Sales by Store by Date by Interval.

Path: POS-RP-1-4-1 and POS-RP-1-4-2

Purpose: These reports are used to display the number of transactions, dollar amount and item count for a given time period. This can be in detail or summary format, with store and/or date sub totals.

Output: Register, Date, Time Interval (default 30 mins) Time Transactions (transactions in time period), Time LI (line items per time period) Time Sales (dollar amount sold in time period) Time Elapsed (time between sales) Average Tran.Time (average transaction time), Secs Per Line Item, Cust Count (edge case typically not used)

A Summary can be run to get the ending value for each day, but the true value is in the detailed version of the report.

Tech Update March 2022

Updated User and Cashier Maintenance have been combined into one screen.

• Enhanced serial number Maintenance allows for in-depth tracking and creation for General Merchandise
  Creating
  Maintaining
  Receiving
  Ordering
  Selling
  Returns

Tech Update February 2022

Click here for e-book only documentation for Textbooks

ShipEngine parameters can be found here. Also note you will need to setup a ShipEngine account

Tech Update October 2021

Web Order Subject Line:
For detailed instructions on customizing the subject like for your Wed Orders, Click here.

Textbooks new export features:
Click here for feature details and in-depth documentation.

Setting up Reprint-X report in Point-of-Sale:
You will need to add the below Transaction Type to your system.

Path: POS > Transaction Parameters > Transaction Types
When using the new Transaction you will be prompted for the below. *all fields are required

Tech Update September 2021

Also see Smart Suite Release Notes | Zumasys Documentation for summary information

RedShelf Import detailed Instructions

Automated details for importing can be found here

Also see Smart Suite Release Notes | Zumasys Documentation for summary information

Tech Update August 2021

Print on Demand

For detailed instructions for Printing on Demand see Register Parameters

Tech Update April 2021

TotaLink
Setting Time and Date on Ingenico Devices

IPP320 and IPP350 Ingenico Devices
• Press F, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press F2 to navigate down.
• Press F3 to navigate up.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.
ISC-250 Touch Ingenico Devices
• Press +, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press + to navigate down.
• Press – to navigate up.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.
iSMP4 Ingenico Devices
• Press F, 7, 6, 7 on the device’s number pad to access the Bolt S.O.S. menu.
• Press F1 to navigate left.
• Press F2 to navigate down.
• Press F3 to navigate up.
• Press F4 to navigate right.
• Press O (green button) to select.
• Press < (yellow button) to clear.
• Press X (red button) to cancel or return to the main menu.

Tech Update March 2021

TextBooks

Remember with spring break just around the corner:

• Create your Summer and Fall terms now
• Set up and prepare your web faculty adoption notifications

#Buyback

Remember to update the buying guides you plan on using this summer and fall for buyback with the latest versions.

If you or your staff are not receiving buying guide updates and you would like to receive these please email support@total-computing.com.

#General Merchandise

• Added the ability to copy cost and sale prices to any store’s inventory
• Added the ability to update an item’s costs from a single store to all other stores with the same inventory item

Tech Update February 2021

WebStore Update

Added POP-UP ability to promote discount codes and coupons for your WebStore

Student ID’s

Force Student ID for websites with rental textbooks
Once set, web customers will be forced to add Student ID when creating a new account
*All existing accounts will be prompted to add their ID at checkout if a rental item is in their cart
*Custom language can be added to your site for school spirit and branded ID’s

Point-of-Sale Update

Add Image To a Fee Code

To add an image to a Fee code which will display online

• Log to POS.22.23 “Fee Code Maintenance”
• Enter the Fee Code
• Enter the image file name in the Image Id: field just like you would enter the image name in the GM-MF image name
• Upload the image the same as you would a GM image.

Web Order Confirmation Status Display

To view the current status of a customer confirmation number

• Log to POS.26.26 “Web Order Status”
• Enter in the confirmation number

• You will see 3 columns, ‘Open Order’, ‘Closed Order’, ‘Associated Sales’
• 
  • Open Orders will display the open order, select O=Open Orders and then the line number with the confirmation # to see detailed information about the order.
  • Closed Orders will display if the order has been completed or if it has been deleted. If you select that option, then it will display the information from the original order.
• 
  • Associated Sales will list all of the ‘Sales’ that are associated to the confirmation number, so if the customer ordered 5 items and each item was sold on a different register transaction then there would be 5 associated sales. Select the S=Associated Sales and then the line number to view detailed information about that transactions.

Rental Customer Information Lookup

When you look up a customer for rental or for rental drop off you will see some additional information on the search display screen.

1. If a customer record has ever had a rental, then a ‘Y’ will appear under the “Rnt” column
2. If the customer currently has a rental that has not yet been returned, then a “*Y” will show, again, this is to indicate that the customer record currently has an outstanding rental

Tech Update 1-27-2021

We are proud to announce a new support process that will begin on February 1^st, 2021. We are shifting from our current ShowMyPC support tool to our new ScreenConnect service. ShowMyPC sessions will no longer work and the desktop shortcuts should be removed. This means there will also be changes in the process of getting remote access to assist you.

1. Support agents will initiate the session; customers will no longer be able to start a session preemptively
2. You will then browse to http://support.total-computing.com on the machine that requires assistance
   1. Don’t be alarmed when you are redirected to our Zumasys branded support portal
   2. This website can be bookmarked in your favorite browser for future use
   3. We can also setup a shortcut on the desktop to open the website once we have a session on your machine
3. The support agent will share the session code for you to enter into the “Join with a code” field on the website

Run/Open the client that is downloaded to complete the connection

Added the ability to show images on Pick Slips

The image will be pulled from the same location that your website images are stored in. Pick slips will be emailed to a set email address as a pdf so that you can reprint them if needed. *Contact Support to have this feature setup

 

Setting up Rental Parameters: POS-27-21

The new features here allow you to set your late fee processing type as either a Flat fee or a Daily fee, With the Flat fee, whatever flat fee you set on the item rental master then that is the fee that will be charged regardless of the number of days late. With the Daily fee, the customer will get charged the late fee on a per day basis, the more days late the larger the late fee. 

Rental Late Fees

You now have the ability to allow the system to auto calculate the new and used rental prices using different default percentages, you still have the ability to override the auto calculated prices whenever you wish.
POS-27-21-1

Added Late Fee Processing override option, this will override the Late Fee Processing

Rental Customer information lookup display

looking up a customer for rental or for rental drop off you will see some additional information on the search display screen.
If a customer record has ever had a rental then a ‘Y’ will appear under the “Rnt” column, if they currently have a rental that has not yet been turned in then a “*Y” will show, again this is to indicate that the customer record currently has an outstanding rental. 

Mass Update Replacement and Rental Price

POS-27-24-21

1. Enter your Primary store
2. Enter a secondary store if you have multiple stores
3. Enter a ‘Y’ if you wish to update the Rental Prices using the rental percentages set in POS.27.21, If you enter an ‘N’ then the next 3 fields will be skipped.
4. Enter the Periods that you wish to update,
   1. You can enter P1 (or any other P# option) if you only wish to update the rental price for the titles that have P1.
   2. Enter a line number, such as 1, if you wish to only update line 1 for each rental title master.
   3. Enter ‘All’ to update the rental price for all of each title’s rental line options.
5. Enter ‘Y’ to only update the new rental price if there is an increase, ‘N’ will update the price if it goes in either direction.
6. Enter ‘Y’ to only update the used rental price if there is an increase, ‘N’ will update the price if it goes in either direction.
7. Enter a ‘Y’ if you wish to update the ‘Replacement Prices’. This is used when the TX New/Used prices have increased. You should run after you have seen a lot of price increases, Price increases in TX do not update the rental prices. If you enter ‘N’ the next 2 items will be skipped.
8. If you only wish to update New replacement prices if there is an increase then enter ‘Y’, otherwise enter an ‘N’ and it will update for increases and decreases.
9. If you only wish to update Used replacement prices if there is an increase then enter ‘Y’, otherwise enter an ‘N’ and it will update for increases and decreases.

 

 

 

Tech Update 12-30-2019

Rush Preparation

Close all previous Terms (TX-SU-1-2-2)
Update your Buying Guides (TX-24-21)
Sync your Registers (SL-2) (POS-6-2) Video
Verify your Rental Periods (POS-27-21)
GM End of Period Processing (GM-23)

Webstore Featured Catalog

Setup your catalog to be “Featured” during checkout. (POS-26-2 7.a)

Textbook Discounts

Textbook discount exclusion (TX-MF)

Tech Reminder 11-26-2019

Smartsuite
Detailed Documentation and links in the information below.
*note you much be a registered user to view documentation. If you are not a registered user please register using the top-right login options on this page. 

Closing a Term

• Make sure that close any open terms that are no longer in use. This has the potential to of applying inventory needs to the wrong term for the purpose of ordering, wantlisting and reporting.

Rentals and Buyback

• Setting up your estimated rental returns.
  Auto Calculate Rental Inventory – TX.2.30.1
  Rental Inventory Entry (Make sure you run the Auto Calculate process first and then the manual process for the exceptions) – TX.2.30.2

Buyback preparation

• Make sure you clear out any previous custom parameters for your buyback.
  • Buyback Limits
    • Wholesale
    • Retail
  • Book specific flags
  • Special Price
    • Wholesale
    • Retail
  • Purchases
    • Wholesale
    • Retail
  • Limit Flags

Buying Guide Update.

• It is so important that you have loaded and are running the latest buying guide.
  Instructions on loading the latest buying guide can be found here.

Updating your Textbook Inventory Average Cost.

• When you have completed your buyback make sure that your average cost is recalculated.

Tech Update 10-07-2019

Fixes

Text Books

Enhancements

General Merchandise

Windows 10 Upgrade

We’ve created an article that covers how to determine the version of Windows running on a register, if that register is a valid Windows 10 upgrade candidate and what the upgrade process will entail. You can access that article through this link.

Tech Update 10-23-2019

Fixes

• POS; Resolved the issue with ebook transactions when you aborted a transaction where a partial payment/split tender or a decline of a credit card would generate Activation Code from Redshelf. This fix allows for a clean Exit/Abort of the transaction undoing the Activation Code that was generated by a partial approval.
  • This issue stems from the architecture of the ebook interface and how Activation Codes are generated and when they are created. TCS verifies and gets the Activation Code Prior to Tender select, this can cause a problem when partial payments, declined cards and split tenders are used when the Cashier or Customer decides to Abort or Exit the transaction.
• POS; Resolved the issue of POS Fees being place in the GM source file when the transaction was generated from the webstore. This resolves issues in reports that use the POS Fees Type. POS-RP-1-22&23 Details and Summary
• GM; Removed the canceled PO’s from the Open PO List. GM-RP-3-1&2

Enhancements

• POS; Class Comparison Report now automatically includes transactions that have been moved to history. This allows traversing current and historical files without being prompted. POS-RP-1-3-21 Report Menu Path
• GM; Added the prompt to allow you to select which store in the Open Orders Report. GM-RP-3-1
• POS; Kitchen Printer, This allows for Dinning/Food Services/Cafeteria users print to printers located anywhere in the facility in addition to the Cash Register Receipt. These Receipts can be duplicate receipts or they can be configured to contain any transaction information for employees. Updated Documentation found here *note in the current setup the sku must reside in the POS account for location printing.  

Buyback Preparation

There are several things that you can do ahead of time to help setup a smooth buying experience.
Make sure that you go over all of the preparation and test before your first day of Buyback.

• Update the Wholesale Guides you are planning on using this season. *Details for loading and setting up guides can be found in the Main Text Training Document here.
• Clearing out previous buyback “Flags” *note that buyback isbn specific flags stay in place until they are removed. *Detailed Documentation found here

• Verify your Buyback Season Codes and dates. *Detailed Documentation found here
• Verify your default Wholesaler and any additional alternate Wholesaler has been setup. *Detailed Documentation found here
• Close all of your open terms that you are through with *Detailed Documentation found here
• Verify your calendar dates for Buyback *Detailed here

 

Tech Update 10-10-2019

Enhancements

• POSConnect Datatel Financial Aid Checkout
  If you are a POSConnect Retail Customer contact TCS Support on setting up your real-time Financial Aid Online Checkout
• Adopting GM Items and Fees into your Courses.
  You now have the ability to add unlimited GM items and Fee codes to your online Course Adoptions.
  You can control the GM items and Fees through your regular adoption process. See the updated training documentation for details on setting up and using this new feature here

• You can add multiple images to your online inventory. Instructions

• Coupons, Promo Codes, Vouchers, Gift Certificates and Cards
  Refined our checkout shopping cart process for using multiple types of Promo Codes and Vouchers. Allowing users more control to setup what Classes of Inventory, Specific items and Transaction level controls. Instructions and Documentation.

 

Tech Updates 09-25-2019

Redshelf Returns and Voids are now working correctly within Redshelf.

Enhancements

Printing Pickslips

• In POS.26.13 (Print Pickslips) the ‘Status’ has been modified to have a ??or// button/key. A new option of O,E has been added. This new option will print any un-printed orders regardless as to whether or not it has an ebook only title.

Ecommerce Resume Search Enhancement Web Orders.

• Web orders are now easier to resume via a new search function. Starting a web order will display a prompt that will bring up orders based on the order number, customer name, email or phone number (xxx-xxx-xxxx). The old scroll list can still be accessed by just pressing Enter at the text field.

Instructions for setting up and enabling Web Order Search are be found here.

Rental Inquiry screen

• Customers have stated concerns about the locking of records when looking at the MF for Rental Record information. We added the ability to look at Rental information through the “Master File Inquiry (MI)” Menu instead of accessing rental information through the “Master File (MF)”. The new option in the MI screen is “RE=Rental”

Sales History

• We have added the ability to view the Sales History from the MF screen with SH=Sales History button, made changes to the default Sales History in the Master File to use the users default store. You will still have the ability to browse between your store locations if you have permissions.