RATEX POS*Liberty Maintaining Backup

Registers

RATEX Business Solutions, Inc.RATEX Users’ Conference

Minneapolis ’03

Topics to be Discussed:

Hardware Setup and Configuration Online vs. Offline Register

Settings & Functions The Upkeep of the Data Files Procedures of Polling & Merging

Data New & Additional Features of the PC

Register & POS*Liberty software

Hardware Setup & Configuration

NEW! RegSetup documentation

Available at:

www.ratex.com

Hardware Setup & Configuration

Technical Notes Important PC Configuration Settings:

Access to the CPU to send & retrieve data: C:\Windows\ftps.ini IPFilter=198.1.1.5;(0.0.0.0) It is the (0.0.0.0) that limits access to only the IP provided in this parameter.

Connecting to the host: C:\K95\K95cus~1.ini telnet 198.1.1.15

Utilizing quit as the last line entry eliminates K95 prompt at logoff or disconnect

Network Settings for TCP/IP: PC Specific IP Address, Subnet Mask & Gateway

Online vs. Offline Register:Settings & Functions

POS-PM-02 Register Maintenance Parameter Port Number:

Online: WHO result vs. Offline: Always port 1 Terminal Type:

Online: VT100 vs. Offline: AT386 Display Bar Type:

Online: UTCPD1100XLB vs. Offline: UTCPD1100XL

Receipt Printer Type: Online: VT100_AXIOHM7156 vs. Offline:

AT386_AXIOHM7156

Important Offline Notes: POS-01: Open the Day should occur daily in

offline mode to update the data files downloaded from the host the previous day

POS-04: The Close the Day is not necessary unless the PC Register was used in Offline mode that day.

The PC Register will continue to accumulate sales data for multiple days. Be sure to continue to Open and Close the Day accordingly.

Important Offline Notes:

Kermit & PcVerse sessions cannot run simultaneously. Data that should be going to the receipt printer in the offline session will instead display across register screen.

Files from the host cannot be downloaded to the PC Register when the register is in use in offline mode.

Be sure to update RUSH registers that have been out of circulation with the ‘latest and greatest’ data.

The Upkeep of the PLU File

POS-05-04 Start Full PLU Download This process creates a product record in the

POS.PLU.FILE file for every CO.SXRF item Record format located in the General

Parameters POS-PM-06 PLU Attribute Map. It is important that both host and PC maps match.

Upon completion, error report is generated POS.PLU.FILE is updated and downloaded

nightly automatically or via POS-05-06 menu

The Upkeep of the Data Files

POS-04 Close of Day Automatically sends all files to every PC

Register POS-05-06 PC Cash Register Maintenance

01 Files to Download 02 PCs to Download To 03 Download Selected Files (from 01) to

Selected PCs (from 02)OR

04 Download All Files to All PCs

ED POS.TF FTP.SEND-12982-655430001: PC Cash Register download beginning at 18:12:23 on 07/17/03

0002: **** Move data files

0003: Cleaning up temporary files

…

0034: File "NEW.CO.BP" has been cleared.

…

0085: Copying /ratex/prodlive/702/POS/POS.FEES to /ratex/prodlive/702/POS/POS.TRAN/SEND/POS.FEES

0086: Converting /ratex/prodlive/702/POS/POS.TRAN/SEND/POS.FEES

0087: POS.FEES successfully copied and converted.

0088: Copying /ratex/prodlive/702/POS/POS.EMF to /ratex/prodlive/702/POS/POS.TRAN/SEND/POS.EMF

0089: Converting /ratex/prodlive/702/POS/POS.TRAN/SEND/POS.EMF

0090: POS.EMF successfully copied and converted.

0091: ***** Transfer data files

0092: Downloading files to 123.456.165.151

0093: 3}403}123.456.165.151}90.1374}}}}File transfer OK

0094: Downloading files to 123.456.165.154

0095: 3}402}123.456.165.154}90.1229}}}}File transfer OK

…

0098: 123.456.172.233 not responding. PC Cash register skipped.

…

0140: Completed at 18:39:40 on 07/17/03

Procedures of Polling & Merging Data

POS-05-01 Merge Data from Backup System Used only when sales data is to be retrieved

from PC Register(s) and merged with host data The closing process, POS-04 Close of Day, must

be completed on the offline register prior to polling the data from the PC CPU to the host

Register cannot be in use in offline mode when polling process occurs as this locks access to the files

Procedures of Polling & Merging Data

POS-05-01 Merge Data from Backup System Verifies connectivity of PC register to the network Retrieves and clears the Sales Transactions

(POS.VST.UPLOAD), Bankcard Transactions (POS.BCR.UPLOAD) and Electronic Journal records (POS.EJF.UPLOAD) on the PC Register

Validates the last date the register was polled and verifies the processing date to avoid duplication

Merges the polled data records into the appropriate .UPLOAD files with host data

Additional Features:Suspend & Resume

Utilize the Suspend transaction modifier (POS-PM-12-5 as \SS)

Recall ID number printed on receipt Register totals, merchandise stock-on-

hand and sales dollars are unaffected Implement Resume transaction type

(POS-PM-4 as RS) Resume transaction can be recalled at

any store any register combination; modifications to the resumed transaction are permitted

Additional Features:Return Validation

Enabled via General Parameters (POS-PM-06) Enter original sales transaction data:

Transaction, Store, Register, Drawer & Date

Cashier is informed and prompted: Original transaction does not exist Product being returned does not exist on original

transaction Item being returned has previously been returned

Ability to implement a security level to Override the validation

Additional Features:Online Inventory Updating

Real-time posting of inventory updates to General Merchandise, Trade and Text

Phantom process runs in background

Establish Start and Stop times and Transaction Types to process (POS-PM-22)

Additional Features:Creating Key Maps

POS-PM-08 Keyboard Mapping Templates Choose the appropriate function – multiple

keystrokes required – and an available key Set InUse & EndInput to ‘Y’ Place the exact keystrokes the cashier would

use in the Map to Key Sequence field Use ‘^013’ as the <ENTER> key when

selecting transactions, modifiers and updating input

Update and test the key within register mode

Additional Features:Buyback Station

The PC Register can also be used as a Buyback station with ability to scan, print receipts, utilize the customer pole display and provide a secure cash drawer BUY-01-05 Buying Stations Parameter

Settings: Terminal Type: VT100 Local Printer: Y Printer Type: AXIOHM7156 Display Bar: UTCPD1100XL Cash Drawer: 1

New Features:Customer Loyalty Club

Create a Transaction Modifier (POS-PM-12-05 as BC)

Establish Loyalty Club parameters (POS-PM-11-07)

Applicable items defined at Class/Department Once desired number of items is purchased,

discount given as: Average Amount Flat Dollar Amount Lowest Retail Price Percentage of the Total Dollar Value

Ability to debit earnings to Gift Card

POS*Liberty New Features

GIFT CARDSUser Session presented by:

Janet Rampenthal Monday 2:30-3:30

POS*Liberty 7.6 Software Upgrade for the PC

Registers

7.6 POS*Liberty software for the PC Registers is available in a zip format, contact support about obtaining the file

Upgrade each PC Register Process: ‘get’ pc-cash761.exe from

server onto PC CPU, unzip the files & restore POS parameters on each unit

Time: 5-10 minutes for each PC Register Installation Instructions - see

attachment

But wait, I have a question…

Documentation via CD or www.ratex.com

Online Knowledgebase Search

at www.ratex.com OR

1-800-41RATEX

RATEX Business Solutions, Inc.

Have a Great Day!