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Station Configuration Guide Step by Step Instructions to Help You Setup Stations With the Envision Software

Station Configuration Setup Guide - Envision Online … a Station Configuration Station Configuration List To create a list of Stations, click on "Company" on the Menu Bar of Envision

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Page 1: Station Configuration Setup Guide - Envision Online … a Station Configuration Station Configuration List To create a list of Stations, click on "Company" on the Menu Bar of Envision

Station Configuration Guide

Step by Step Instructions to Help You Setup StationsWith the Envision Software

Page 2: Station Configuration Setup Guide - Envision Online … a Station Configuration Station Configuration List To create a list of Stations, click on "Company" on the Menu Bar of Envision

Station Configuration Setup Guide2

© 2014 Ennoview, Inc.

Introduction

Stations are computers running Envision that are used for the Sales Register. To function as a Sales Register, aCash Drawer, Receipt printer, and Pole Display can be added. The individual stations need to be created witha unique identification called a "Station Id". This ensures that the data that is collected by your server willcorrectly identify which location conducted each piece of business.

Stations can be located at one physical store or throughout many different store locations. This makes youraccounting vastly easier.

Creating a Station Configuration

Station Configuration List

To create a list of Stations, click on "Company" on the Menu Bar of Envision and select "StationConfiguration" from the menu.

The Station List will open for you to add to this list or make changes. Click the "New" or "Edit"button on the List Tool Bar to add or edit a station.

Page 3: Station Configuration Setup Guide - Envision Online … a Station Configuration Station Configuration List To create a list of Stations, click on "Company" on the Menu Bar of Envision

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© 2014 Ennoview, Inc.

Printer Settings Tab

Station Description

The "Station Description" must be unique. The program will warn you if you try to save a station setup with aduplicate description. Station Descriptions become important if you have several store locations and severalstations in each store. You might l ike using "Front Desk" as a description, but you can't use this for more thanone store's front desk. We recommend you include the store's identity, for example: East - Front Desk, or LakeAve Front Desk, etc.

Station Printer Setup

Click the drop down arrow in the field provided and you will see a l ist of printers that have been installed onyour computer. The l ist will only show those printers that Windows recognizes as installed.

The "Receipt Printer" is the printer you selected to install on your system that is dedicated to printingcustomer receipts.

Receipt Printer Type

Select the type of printer you have installed (or select "Not Installed" if you haven't done this). The "Receipt"choice is for printers that use a narrow register tape paper. "Plain Paper" can be selected if you have astandard computer printer dedicated to receipt printing and it uses letter size sheets of paper.

Type of Connection

Select your receipt printer's type of connection to your computer. The "USB / HS Serial" selection will optimizethe performance and communication with a "USB / HS Serial" printer and the "Low Speed Serial" selection willoptimize the performance and communication with a "Low Speed Serial" printer.

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Receipt Printer Model

Select the printer model you have installed. If you are not using an Epson or Star printer, select "Other".

Receipt Print Style

Select the Receipt Print Style for your printer. "Single Ply Paper – Merchant/Customer Copies" will print areceipt for you and a receipt for your client on single ply paper. "Single Ply Paper – Customer Copy Only" willonly print a receipt for your client on single ply paper. Select "Two Ply Paper" if you are using two ply registertape paper.

Star Thermal Receipt Paper: If you have purchased a Star Receipt Printer from Ennoview, you will need topurchase thermal receipt paper that is 3.15 inches wide. The paper must be Thermal Paper. If the paper isnot Thermal Paper, your receipt printer could be damaged.

Verifone PinPad COM Port

If you are using Envision's Integrated Credit Card Processing and would l ike to use a Pin Pad for Debittransactions, enter the COM Port of your Verifone PinPad here. If you do not have a Verifone PinPad, pleasecontact your Merchant Service Provider to purchase one.

Prevent POS Checkout

Check this box if you do not want anyone to use this station for checking clients out.

Prompt to Print Receipt / Cash Drawer Attached to Printer

Check the "Prompt to Print Receipt" check box if you wish to be prompted to print a receipt at the time of sale.If a Cash Drawer is connected to your Receipt Printer click the "Cash Drawer Attached to Printer" box. This isthe common connection for Cash Drawers in newer equipment. It saves using a connection on your computer.The commands to open the Cash Drawer are passed through the printer to open the drawer.

Receipt Printer Codes

These code fields can be used for any commands that your receipt printer is capable of using. There are manydifferent commands available for receipt printers that can change the style of the receipt or the way that theprinter works or communicates with a cash drawer.

Max Length

Select the maximum number of characters to print across the receipt for your selected printer. 40 and 42 arenormal for the most common receipt printers.

Extra Lines

Enter a number into this field for the amount of blank l ines that you would l ike added after your receiptmessage. These blank l ines will create space after your message so that the message does not end right wherethe end of the receipt is cut.

Force CC Option on the following Optional Payment Types

Check any of the "Other" payment boxes to print a signature l ine on the receipt when one of these paymentmethods is selected.

Test Printer / Test Drawer Buttons

When you have finished selecting and entering the correct information for your receipt printer and cashdrawer, cl ick these buttons to test the receipt printer from the program and to test the cash drawer if it isattached to your printer. The "Test Drawer" button can only be used for cash drawers that are connecteddirectly to a receipt printer.

Page 5: Station Configuration Setup Guide - Envision Online … a Station Configuration Station Configuration List To create a list of Stations, click on "Company" on the Menu Bar of Envision

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© 2014 Ennoview, Inc.

Receipt Messages Tab

Pre Receipt Message - Located after Address Line

Enter the text in the field provided and it wil l be printed on each Pre Receipt. An unlimited amount of text canbe added to this field.

Post Receipt Message - Located after Total Line

Enter the text in the field provided and it wil l be printed on each Pre Receipt. An unlimited amount of text canbe added to this field.

Optional Promotional Receipt Message

The program has the abil ity to print a message at the bottom of the receipt. This message can be a promotion(as shown in this screen shot) or any plain text message you want. Setting the "Frequency" to the number 1will cause the message to print on every receipt. If you wish to offer a promotion and only print it on every 5thor 25th receipt, enter 5 or 25 in this field.

Receipt Image Filename

Select an image fi le here if you would l ike your logo printed at the top of your receipts and you are using aStarTSP100 series receipt printer. Click the small browse button in this field to locate the fi le on yourcomputer. The image size should be 250 pixels wide and 100 pixels in height.

Page 6: Station Configuration Setup Guide - Envision Online … a Station Configuration Station Configuration List To create a list of Stations, click on "Company" on the Menu Bar of Envision

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© 2014 Ennoview, Inc.

Serial Cash Drawer Tab

Cash Drawer Connections

These settings are only to be used if your cash drawer is connected directly to your computer and NOTconnected through the receipt printer. The settings can be obtained from the Drawer's manual. We suggestthat you select "COM 1" and leave the "Baud Rate", "Data Bits", "Parity" and "Protocol" as shown. If theDrawer is not working, switch to "COM 2" and try again. Additional COM Ports are available, try them ifnecessary.

Cash Drawer Open Code

Enter the Code required to open the drawer. Enter a code here ONLY if not connected to the Receipt printer. Youmay obtain the code from the Drawer's manual.

Shared Cash Drawer Station

If a cash drawer is not attached to this station, but is attached to another station, select the station that thecash drawer is attached to from the drop down menu. If you do not have a cash drawer that connects to acomputer, but you are using Envision on multiple workstations, you will sti l l need to select the Shared CashDrawer Station. This is a necessary setting so that multiple "Z-Out Drawers" are not created when the SalesRegister is opened at each workstation. If this is the case, select the main station used for checking clientsout. If the station you are on has a cash drawer connected to it, leave this field blank.

Page 7: Station Configuration Setup Guide - Envision Online … a Station Configuration Station Configuration List To create a list of Stations, click on "Company" on the Menu Bar of Envision

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© 2014 Ennoview, Inc.

Pole Display Tab

Pole Display Connections

This group of settings is necessary for connecting your pole display. If you have connected the display to theserial port on the back of your computer, you can select "COM 1" and leave the remaining settings as shown.If the pole display is not working, change to "COM 2" and try it again. Check the manual for the Pole Displayyou purchased, and you will find the "Baud Rate", "Data Bits", "Parity", and "Protocol" settings l isted. The"Emulation" setting is available if your pole display requires a specific setting.

Pole Display Use

Select to use the Display only for Point Of Sale (POS) or only with the Check-in Module of the program. The 3rdchoice is recommended, even if you don't check in your clients.

Pole Display Messages

This group of settings is where you tell the Pole Display what to show.

Max Characters: The "Max Characters" setting is for how many characters your Pole Display can fit acrossthe width of its screen. The standard is 20. If your display is different, enter whatever numbers the display'smanual states.

Welcome 1 and Welcome 2: There are 2 l ines of messages available. This is the static message thatdisplays when no activity is taking place at the Sales Register. Most pole displays have two lines for thismessage. When entering this message, enter the first part of the message in the "Welcome 1" field and thenenter the second part of the message in the "Welcome 2" field.

POS Change: This is the message that displays when you click the "Cash Out" button at the Sales Register, tocomplete the transaction.

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© 2014 Ennoview, Inc.

Tan Bed Controller Tab

Please call 1-800-231-9445 or via email at [email protected] for more information about the EnvisionTanning Edition.

COM Port

Select the "COM Port" that your Tan Bed Controller is connected to. If there is only one Serial Port on yourcomputer, the COM Port should be set to "Com 1". If you're using a Serial to USB Converter, you will need todetermine which COM Port the converter is using.

Baud Rate

The Baud Rate should be set to "9600". You may need to edit this setting depending on the type of controller.

Data Bits

The Data Bits should be set to "8 Data Bits". You may need to edit this setting depending on the type ofcontroller.

Parity

The Parity should be set to "None". You may need to edit this setting depending on the type of controller.

Protocol

The Protocol should be set to "None". You may need to edit this setting depending on the type of controller.

Emulation

Select the type of interface that you are using, either the "T-Max Interface" or the "Tan Time Interface".

Page 9: Station Configuration Setup Guide - Envision Online … a Station Configuration Station Configuration List To create a list of Stations, click on "Company" on the Menu Bar of Envision

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© 2014 Ennoview, Inc.

Other Port

If the "Com Port" number that your controller is using is not an available option, enter the COM port numberin the "Other Port" field and select the "Other Port" option under the "COM Port" selection.

Applying a Station Configuration

To assign the configuration to a computer, click on "Company" on the Menu Bar of Envision and select "AssignStation ID to this Computer" from the menu.

Select the station ID from the drop-down menu and click OK.

Close any open windows in the program to apply the change.