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Sharp XE-A207 manual

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Table of contents for the manual

  • Page 1

    XE-A207 XE-A23S Customer Support Tool User’s Manual Thank you for downloading this PDF file. Before reading this file, please read Instruction Manual of XE-A207 and XE-A23S . Save or print this file so that you can read when necessary.[...]

  • Page 2

    Table of Contents Introduc tion ................................................................................................................... ............................................ 1 What is the Custom er Support T ool? ............................................................................................. ........................[...]

  • Page 3

    LOGO TEXT ...................................................................................................................... .................................... 23 ● Appearance and details of the logo te xt window................................................................................ .......... 23 LOGO ..............................[...]

  • Page 4

    1 Introduction With the Customer Suppo rt Tool on your personal computer, you can easily make the best use of functions of the electronic cash register by exchanging data between t he cash register and you r computer. This manual fully explains functions and operations of the Cu stomer Support Tool . What is the Customer Support Tool? The Customer [...]

  • Page 5

    2 About this manual Notice Indicates what you have to be careful about or limitations. Note Indicates important information that helps you make better use of your device. • Menus, commands, buttons or tabs di splayed on the screen are in brackets, [ ]. • Names of functions, checkboxes, radio buttons disp layed on the screen are in double quotat[...]

  • Page 6

    3 System Confi guration The Customer Support Tool operates un der the following system conf iguration. You can exch ange data between the cash register an d your computer via a commercial SD memory card. Computer (Custo mer Support T ool ) Cash regi ster SD memory card • To use an SD memory card with the cash registe r, refer to “SD CARD Mode?[...]

  • Page 7

    4 To start Customer Support Tool How to install the Cu stomer Support Tool ● To start Customer Support Tool 1. Download the Customer Support Tool from t he web site www.sharpusa .com/registersoftware. 2. Unzip (extract / decompress) the contents of the .ZIP file to a direct ory where you will use the program. Note ・ The Customer Support Tool so[...]

  • Page 8

    5 Using SD Memory Card You can use either an SD memory card or an SDHC memory card with the cash register. In this manual, we call both of them “SD memory card.” Before Using SD Memory Card ● An SD memory card you can use To use an SD memory ca rd, your computer has to have an SD memory card slot or a card reader suppo rting an SD memory card[...]

  • Page 9

    6 ● Inserting and Removing an SD Memory Card The SD card slot is located on the front side of your registe r . Inserting an SD memory card Insert an SD memory card into the SD ca rd slot with the printed SD logo facing upwards. Push the card in steady with a finger until it clicks and rel ease it slowly. Removing the SD memory card Push the card [...]

  • Page 10

    7 Reading Data from SD Memory Card This section explains the procedure for readin g dat a from an SD memory card into your computer. Notice Appearance of the scree n is different depending on data to be read. For d etails, refer to the section of each data. 1. Prepare an SD memory card on which data im ported from the cash register is written. Note[...]

  • Page 11

    8 Writing Data to SD Memory Card This section explains the procedure for writing data t o an SD memory card from your comput er. Notice Appearance of the screen is different depending on data to b e written. For details, refer to the section of each data. 1. Insert an SD memory card into an SD memory card slot of your computer or a card reader conn[...]

  • Page 12

    9 The confirmation dialog ap pears. 9. Click [Yes]. Data in your computer is wri tten into an SD memory card. Note For details of reading data from an SD memory card in to the cash register, refer to “Data loading” on page 95 in the Instruction Manual of XE-A207 and XE-A23S. 9[...]

  • Page 13

    10 Main Window of the Customer Support Tool This page describes the appea rance of the ma in window and details of each function. Appearance and details of the m ain window (1) Menu You can select one of three menu s: [File], [Record] or [About]. Menu Command Description Page in this manual Open Opens the Customer Support T ool data in your compute[...]

  • Page 14

    11 To open data You can open the Customer Support To ol data saved in your computer and edit it. Note The data folder is set by default during installation. • Windows Vista or Windo ws 7 C:Users(Username)Documents SHARP_ECRA207USHOP_NAME1 • Windows XP C:Documents and Settings(Username )My DocumentsSHARP_ECRA207U SHOP_NAME1 * The act[...]

  • Page 15

    12 Settings of a data folder You can decide where to save the Custom er Support Tool data. 1. Click [File], and then [Setting]. The data folder setting di alog appears. 2. Click [Select]. The data folder selection dialog ap pears. 3. Click a data folder. Note To create a new folder, click [Make New Folder], and type a folder name. 4. Click [OK]. Th[...]

  • Page 16

    13 To Edit and Import/Export Data This chapter explains the details of each setting screen and import ing/exporting data. DEPT (Department Screen) You can manage sales totals by cla ssi fying sales items into departments. Set the department data on the department screen. To open the department screen, click the [DEPT] tab in the main window o f Cus[...]

  • Page 17

    14 (2) TEXT Type a department name of up to 16 letters in the textbox . The default value is DEPT.XX (XX is a dep artment code). Notice Use letters only that can be displayed or printed by the cash register. For appropria te letters, refer to page 47 in the Instruction Manual of XE-A207 and XE-A23S . (3) PRICE Input a unit price in the textbox, whi[...]

  • Page 18

    15 Click this button to write the department setting data to an SD mem ory card. ● To create a new department data You can create new depart ment data with the following procedure. 1. Click [Record], and then [New]. You can also create data b y right-clicking on the list of department data and then clicking [New Reco rd]. The department code inpu[...]

  • Page 19

    16 If there is already a department code in the ca sh register, you cannot delete the department code from the cash register with the Custommer Support Tool . Delete the depar tment code in the cash register directly.[...]

  • Page 20

    17 PLU (Price Look-Up) If you set PLU codes, you can classify sales item s into smaller groups and can manage the sales in mo re detail, compared to management by departmen ts. To open the PLU screen, click the [PLU] tab in the main window of the Customer Support Tool . ● Appearance and details of the PLU screen (1) List of PLU data To see detail[...]

  • Page 21

    18 (3) PRICE Input a unit price in the textbox, which can rang e from 0 to 999999.99. The default value is zero. (4) PROGRAM • Dept. No. Input the code of the department wh ere the PLU data is su pposed to be classified. The co de can range from 1 to 99. The default value is 1. • Amount Entry Type You can select a registration met hod by checki[...]

  • Page 22

    19 You can also create data b y right-clicking on the list of PLU data and then clicking [New Record]. The PLU code input dialog appea rs. 2. Input a PLU code in the textbox. 3. Click [OK]. New PLU data is created. Notice If you input an already existing PLU code, an error messag e appears. Click [OK] to close the error message box, and follo w the[...]

  • Page 23

    20 CLERK In this manual, an operator of the cash registe r is called “clerk.” You can set details about operato rs on the clerk screen. To open the clerk scre en, click the [CLERK] tab in the main window of the Customer Support Tool . ● Appearance and details of the clerk screen (1) List of clerk data To see details of a clerk, click the ro w[...]

  • Page 24

    21 (3) PROGRAM • Pass code. Input a four-digit number in the textbox as a pass code. The default value is “00 00.” • Auto key. Before operating auto keys, check “ENA BLE. ” In the default setting, it is checked. (4) CLERK CODE The selected clerk code is displa yed. You can see oth er clerk dat a with the following p rocedure. 1. Click t[...]

  • Page 25

    22 ● To delete clerk data You can delete unnece ssary clerk data in the procedure below. 1. Select the clerk data you want to delete, click [Record] and then [Delete]. You can also delete dat a by right-clicking the dat a in the clerk dat a list and clicking [Delete Record]. The confirmation dialog ap pears. 2. Click [Yes]. The clerk data is dele[...]

  • Page 26

    23 LOGO TEXT You can set logo text written on your receipt. To open t he logo text screen, click the [LOGO T EXT] tab in the main window of the Customer Support Tool . ● Appearance and details of the logo text window (1) LOGO TEXT Type letters in the textbox. You can input up to six lines of 30 letters. In the default setting, the textbox is empt[...]

  • Page 27

    24 LOGO You can set header logo data (a graphic logo printe d on the receipt) in the cash register. To open the LOGO screen, click [LOGO] in the main window of Cu stomer Support Tool . Note Also refer to “Creating Logo Data” on pa ge 35 in this manual. ● Appearance and details of the logo screen (1) HEADER LOGO • Preview The selected image [...]

  • Page 28

    25 (3) Send to SD Click this button to write the logo data to an SD memory card. * Requirements of an image file for a logo When creating a logo, you can only use an im age file that satisfies requi rements below: Format : bitmap (*.bmp) Color : monochrome Size : 360 x 130 pixels Black rate : less than 35% ( “ Black rate ” means proportion of b[...]

  • Page 29

    26 TAX You can set details about taxes in the tax screen. To open t he tax screen, click the [TAX] tab in the main window of the Customer Support Tool . There are two methods for setting taxes: the tax rate me thod and the table tax method. The tax rate method u ses a straight percentage rate on sale s. The tax-table method requi res tax break info[...]

  • Page 30

    27 (4) TAX & AMOUNT You can set taxes with the tax table. When you select "%TAX" as a tax calc ulation type, you can input only the va lue of the highest row of the table (the tax exemption limit). When you select "TABLE TAX," refer to the next subsection "To set taxes with the tax table." (5) Table tax adjustment [...]

  • Page 31

    28 ● To set taxes with the tax table 1. Input a tax rate. 2. Select “TABLE TAX” as a tax calculation type. 3. Input the initial minimum tax in the first cell of the “Tax” column. 4. Input the initial minimum breakpoint (0.01 through 999.99) of the sales amount in the first cell of the "Amount" column. 5. Input the next minimum b[...]

  • Page 32

    29 QuickBooks® You can send sales data from the ca sh register to QuickBooks ® Pro via an SD memory card. To open the QuickBooks® screen, click [QuickBoo ks®] in the main window of Customer Support Tool . ● Appearance and details of the QuickBooks® screen (1) QuickBooks® To send sales data from th e cash register to QuickBook s ® Pro , cli[...]

  • Page 33

    30 ● To send sales data from an SD memory card to QuickBooks ® Pro You can send today's sales data via an SD memory ca rd to QuickBooks ® Pro . 1. Start QuickBooks ® Pro . 2. Insert an SD memory card. Note Disable write-protection on the SD memo ry card when you send data to QuickBooks ® Pro . 3. Click [QuickBooks ® ]. The Import dialog[...]

  • Page 34

    31 The EXPORT SALES DATA dialog appears. 8. Select a customer name. When you send sales d ata to QuickBooks ® Pro for the first time, no customer name is displayed. Whe n you send sales data at the second time or later, the name you have selected at the previou s time is displayed. 9. Select an account name. When you send sales d ata to QuickBooks[...]

  • Page 35

    32 Sample Operations This chapter explains two procedures with sample ope ration s: exchanging and editing data a nd creating logo data. For details of exchanging data betwe en the cash register and an SD memory card, refer to the Instruction Manual of XE-A207 and XE-A23S . Exchanging and Editing Dat a This sample operation will demonstrate the pro[...]

  • Page 36

    33 All department data on the SD memory card are read . 6. Click inside of the DEPT CODE box. The DEPT CODE input dialog appears. 7. Input “15,” for example, in the textbox. 8. Click [OK]. Department data whose co de is 15 is shown. 9. Delete “DEPT.15” in the TEXT textbox and type “Beverage” as an example. 6 7 8 9[...]

  • Page 37

    34 10. Uncheck “Tax 1” and check “Tax 2” in the TAXABLE field, for example. 11. Click [Send to SD]. All department data are written to the SD memory card. 12. Click [File], and then [Exit]. Department data you have edited are saved in the data folder, and Customer Support Tool finishes. Note About how to send data from the SD memory card to[...]

  • Page 38

    35 Creating Logo Data This sample operation will demonstrate a pro cedure below, using the Customer Support Tool and Paint, a Microsoft Windows component : Note Other tools then Paint may be used for logo file creatio n. The logo file must meet the requirements defined in the LOGO section of this manual. (1) Creating logo data for y our header logo[...]

  • Page 39

    36 4. Based on Blank(.bmp), design your own logo, using various Paint tools. 5. Click at the upper left corner, and th en [Save as]-[BMP picture]. The “Save as” dialog appears. 6. Type the name of logo you have created in the textbox, 7. Select “Monochrome Bitmap (*.b mp; *.dib)” as “Save as type.” 8. Click [Save]. The confirmation dial[...]

  • Page 40

    37 The main window of Customer Support Tool appears. 12. Click the [LOGO] tab. 13. Click [Select]. The Open dialog appears. 14. Select the logo you have created. 15. Click [Open]. The logo data is previewed. 16. Click [Send to SD]. The logo data is written to an SD memory card. 12 13 14 15 16[...]

  • Page 41

    38 17. Click [File], and then [Exit]. Logo data you have edited is saved in the data folder, and Customer Suppo rt Tool finishes. Note About how to send data from the SD memory card to the cash re gister, refer to “Data loading” on page 95 in the Instruction Manual of XE-A207 and XE-A23S . 17[...]

  • Page 42

    39 Before Calling for Service Trouble Shooting If you have a problem while using Customer Support Tool , refe r to the table below. Trouble Solution Cannot use an SD memory card • Inse rt the SD memory card correctly. • Disable write-protection o n the SD memory card. • Format the SD memory card with the cash register. • Before trying to re[...]

  • Page 43

    40 Error Message List If an error message appears, refer to the table below and solve the problem. Note • If the [OK] button is displayed in the mess age box, click [OK] to close the message box. • If the [Yes] or [No] button in the message box, click either of them to close the message box. Error Messag e Solution PC-LINK has already started. [...]

  • Page 44

    41 Error Messag e Solution Failed in export. • Insert the SD memory card correctly. • Disable write-protection o n the SD memory card. • Format an SD memory card with the cash regi ster. Failed in import. • For details of writing data to an SD memory card wit h the cash register, refer to page 9 4 in the Instruction Manual of XE-A207 an d X[...]

  • Page 45

    SHARP ELECTRO NICS CORP ORATION Sharp P laza, Mah wah, New J ersey 07495-1163 1-800-BE -SH ARP For addition al information and produ ct registration, please visit www .sharpusa.c om[...]