Click on the appropriate tab to select which settings
to change. The Setup Screen allows you to customize Cash Register
Express with your computer system setup. To view the Setup Screen, select
Setup Screen from the Setup menu. Each of the different
settings is fully
explained in the following paragraphs. Click on Update to save
your changes or click on Exit to ignore all changes.
Use this option to specify the location of your cash
drawer, pole display, and PD-1 ECR Scale. To change any of these settings,
click on the Hardware tab in the Setup Screen, and then click on
the appropriate port setting.
Pole Display Port: Cash Register Express will
display invoice items, associated prices, and a running total on a pole
display as items are added to an invoice. Pole Display should be
set to "None" if you do not have a display. If you do have a
display, you must specify the COM port to which it is attached - COM1,
COM2, COM3, or COM4. If Pole Display is not set to "None", a
clock will appear in the bottom right hand corner of the screen. Clicking
on this clock icon will display the current time on the pole display.
You must make sure the appropriate COM port is recognized and enabled
in the Device Manager of the Windows Control Panel. The port settings
should match the settings as described in the Pole Display Manual. (For
example, Baud or Bits per Second = 9600, Parity = None, Data bits = 8,
Stop bits = 2).
If your pole display is not functioning properly, try the pole display
test listed in the appendix.
Cash Drawer Port: Use this option to specify the location of your
cash drawer. Cash Drawer Port should be set to "None" if you
do not have a cash drawer. If you do have a cash drawer, you must specify
its location - COM1, COM2, LPT1, or LPT2. If your cash drawer receives
its power from the receipt printer, you should set your cash drawer port
to the same port as the receipt printer.
PD-1 ECR Interface Scale: CRE will draw a weight from the PD-1
ECR Interface Scale and use it as a quantity. PD-1 ECR Interface Scale
should be set to "None" if you do not have this scale. If you
do have this scale, you must specify the COM port to which it is attached.
A button with a "W" will appear next to the quantity box after
choosing a port.
To retrieve the weight, click on this button and
then proceed with the invoice as if it were a normal quantity.
Pole Display Type: Use this option to select what type of Pole
Display you are using. Click on General for a general pole display
or click on Casio for a Casio SA-5100 Pole Display.
Department Selection: When this option is enabled, only the departments
will be displayed in Touch Screen Invoicing, not the entire inventory.
To display all the items under a certain department, touch the corresponding
button. When department selection is disabled, the entire inventory will
be displayed. Displaying only departments helps keep your Touch Screen
more organized. To change your settings for this feature, click on the
Touch Screen tab in the Setup Screen, and then click on YES to
enable department selection or NO to disable it.
Display Modifier Items: When this is option enabled, all of the
different modifiers for preparing an item are displayed in Touch Screen
invoicing. You may wish to disable this option if you want to minimize
the number of items displayed in Touch Screen invoicing. To change your
settings for this feature, click on the Touch Screen tab in the Setup
Screen, then click on YES to display modifier items or NO to only show
the regular inventory.
Use Decimals in Numeric Entries: Disable this option if you do
not want to hit the decimal button for numeric amounts. For example, 1
2 5 will register as $1.25, not $125.
This screen allows you to select the types of printer you will use with
Cash Register Express. To change your printer type, click on the Printer
Setup tab in the Setup Screen. Next, select the type of printer you
have for receipts and reports - Receipt printer, Laser Printer/HP DeskJet,
Epson Receipt Printers, Epson TMU 295, or SCP 700 - by clicking on that
name or circle. Choose Laser Printer/HP DeskJet for all laser printers,
bubble jet printers, and ink jet printers. In addition, if you have a
Monarch 9820 printer, select a port for the Monarch Ticket Printer and/or
the Monarch Voucher Printer. If you are using an Epson TM 300 or a Barcode
Blaster, chose a port for these printers as well.
Credit Card Processing
Cash Register Express allows you to process credit card transactions either
manually or via the IC VERIFY credit card processing software system.
Express Manual Processing allows you to record an invoice as a credit
card purchase without having to enter the credit card information. The
credit card type will be recorded as "None". To change how you
process your credit card transactions, click on the CC Processing
tab in the Setup Screen, then select the option you wish to use for credit
card processing. If you are using IC VERIFY, see Chapter 7: Using IC VERIFY
with Cash Register Express.
Additional CC Types: This feature allows you to define your own
credit card types in CRE 2000, such as American Express. The credit ID
may only have four characters. These credit card types can only be used
in manual processing. To enter an additional credit card type, click on
+, enter the desired four character ID, then click on OK or press <ENTER>.
Prompt Cashier ID - When this feature is enabled, the cashier is
prompted to enter his Cashier ID upon completion of a transaction. This
option may be useful if numerous cashiers are ringing up people on the
same machine. To change your settings for this feature, click on the Invoice
Settings tab in the Setup Screen. Click on YES to enable this
feature or click on NO to disable it.
Combine Lines - When this function is enabled, multiple entries
for the same item will be combined on one line. For example, if Hamburger,
French Fries, then Hamburger are entered, the screen and receipt will
show Hamburger 2 @ Price, French Fries 1 @ Price instead of Hamburger
1 @ Price, French Fries 1 @ Price, Hamburger 1 @ Price.
Default Payment Type: This option allows you to automatically set
the default payment type to "on
account" when you select a customer. Stock Prompt: When this option
is disabled, CRE will no longer prompt for backorders if an item is not
Prompt Salesperson: When this option is enabled, you will be prompted
to enter a salesperson ID at the end of an invoice. This allows you to
track one person getting credit for a sale and another ringing it up on
the register. NOTE: Salespeople must be set up as cashiers for this option.
When prompted, enter the salesperson's Cashier ID.
Last Price Lookup: When this option is enabled, a customer will
automatically be rung up at the last price they paid for an item. For
example, if an item is normally priced at $10.00 but you sell it to a
customer for $9.00, the customer will be rung up automatically at $9.00
the next time they purchase that item.
Round Nearest Nickel: If this option is enabled, all extended line
totals will be rounded to the nearest nickel. This is useful if your tax
is built into your price so you won't have to deal with pennies.
Prompt Amount Tendered: Disable this option if you don't want CRE
to prompt you to enter the amount tendered. This is useful if you want
to eliminate a few keystrokes by doing the math in your head.
Auto Cost Percentage for Non-Inventory Items: This feature automatically
calculates the cost of a noninventory item based on the price entered
in the Non-Inventory Item screen. For example, suppose the cost
percentage is set for YES and 33%. If you add a non-inventory item to
the invoice and enter a price of $5.00, CRE will automatically calculate
the cost as $1.65. If you set this option to NO, the cost will be whatever
you enter it as. To change your settings for Auto Cost Percentage, click
on the Inventory tab in the Setup Screen.
Average Cost Method: If you receive an item into stock at a new
cost, CRE 2000 will automatically change the cost of this item to the
average cost you have paid if this feature is enabled. This method is
used when receiving stock from instant purchase orders through the Inventory
Maintenance screen and also within the main Purchase Orders screen. To
enable the Average Cost Method, click on the circle next to Enabled on
the Invoice Tab of the Setup Screen.
This is the name, address, and telephone number that will appear on every
invoice, receipt, report, or
statement. There is example company information is the default company
name, address, and phone number.
To enter your own company information, click on the Company Info
tab in the Setup Screen. Use <TAB> to move from field to
field, and then replace the old company information with the desired company
information. Click on Update to store the new company information. You
must enter information on all four lines.
NOTE: You may only enter four digits for a Store ID number.
Deadbeat Control: When this feature is enabled, a screen will appear
listing all the items that are currently rented by the customer when you
pull up his account. To change the settings for deadbeat control, click
on the Account Control tab in the Setup Screen, then click on Enabled
Max Balances: This feature allows you to set a maximum balance
for on account customers. When enabled, customers will not be able to
charge any amount on their account greater than their maximum balance.
Print Tip Line on Credit Card Invoices: When this function is enabled,
a line to enter a tip amount will print on credit card invoices. This
option allows customers to put the tip on their credit card as well as
the entire invoice. To change your settings for this feature, click on
the Restaurant Features tab in the Setup Screen. Click on YES
to enable this feature or click on NO to disable it.
Auto Tipping: This feature will automatically apply a tip to parties
over a specified size if you are using touch screen invoicing. When you
choose "$$$" from the touch screen for a party larger than the
set limit, you will be asked if you want to add the specified percentage
to the order as a tip. To change your settings for this feature, click
on the Restaurant Features tab in the Setup Screen.
NOTE: Enter the percentage as a decimal. For example, enter .15
Prompt Table #: If this option is enabled and prompt Cashier ID
is disabled, you will only be prompted to enter the table number. This
allows for faster invoicing in instances where cashier tracking is not
Print Modifiers on Receipt: Enable this option to print modifiers
for an item on the receipt.
File Transfer E-mail Address: Invoice export files created through
the ASCII Transfer screen can be automatically e-mailed to the e-mail
address specified here. For more information on creating an invoice export
file, see Chapter 6: CRE Tools: ASCII Transfer. See Chapter 6: CRE Tools:
Send to Host for more information on sending export files.
NOTE: You must have a MAPI Compatible e-mail client installed and
set up to send and receive
Receipt Size: Use this option to select the paper size to be used
for invoice receipts from the following selections: Receipt, Full, Full
Professional, or NEBS 9245-4. To change your receipt paper size, click
on the Receipt tab in the Setup Screen. Full Professional is designed
to print on a standard laser printer.
If you select Full Professional, the Prof Logo option is displayed. You
may choose to include a picture, company info, or both picture and company
info on the receipt. NOTE: The selected picture must be a .jpg or .gif
If you select Receipt and your receipt printer is defined as Generic under
Windows, use the Windows printer setup option to indicate No Page Breaks
to ensure that the printer will not eject a full page when each receipt
is printed. CRE automatically prints a few blank lines to allow tearing
If you select NEBS 9245-4, you must set the paper size as User
Defined in the Windows printer setting.
Print Invoices: Use this option to indicate whether invoices should
print automatically or if you should be prompted to print each invoice.
To change your Print Invoice settings, click on the Receipt tab in the
Setup Screen. Select YES to automatically print out an invoice upon completion
of a transaction. Select NO if you don't want invoices to print at all.
Select PROMPT if you only want invoices to be printed at certain times.
You will be prompted to print an invoice each time you end a transaction.
Select CC Only to only print a receipt for credit card invoices.
Display Equals: If you select Yes for this feature, the line of
equal signs separating the items from the rest of the receipt will print.
Print Amount Saved: Enable this option to print the total difference
between your selling price and the retail price for the invoice. This
is for non-NEBS receipts.
Validate Checks: When this function is enabled, the invoice number,
date and grand total will print on the back of checks. You can only use
this function if you have an Ithaca slip printer.
Print Kit Items: Disabling this option means that the individual
items in a kit will not print on receipts but will still appear on the
Print Account Balance: When this option is enabled, the account
balance will print on receipts for "on account" customer.
Number of Copies: This function allows you to specify how many
copies of the receipt will print when you end a transaction.
Print Extra Order Copy: When this option is enabled, an extra copy
of the receipt will print to the specified location or the Order Filling
Screen. For example, a restaurant station dedicated to deliveries might
want to print an entire receipt to the kitchen so it can be attached to
This function allows you to enter text to appear as a coupon on the bottom
of each receipt. In order to use this function, you must be using an Epson
This button allows you to activate or deactivate the Hobart Weight Scale.
The scale creates a bar code to be scanned at checkout that indicates
a calculated price based on weight. To change the settings for this scale,
click on the Scale button, then on the desired option, then on Done to
save the new settings.
This function allows you to specify a networked port address (ex: //server/hp4000)
for local LPT and COM ports on each Station ID. This allows greater flexibility
in printer placement and setup, especially in restaurant environments.
In Inventory Maintenance, you may specify a location for a remote
printer for an individual item to print to
(See Chapter 2: Inventory Control). This is used when you want to have
the item printed to a remote printer
(for restaurants). When the printer is located on a network, it is given
a network address. The computer that
the remote printer is attached to locally needs to translate that network
address to a local COM or LPT port.
Return to Page 13 Customer
Bonus - Page 14 Display Setup
Go on to Page 16 Quick
Books Setup - Page 17 Set Tax Rate