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Symphony Pro User Manual 2.0.2.15

11.3Menus

Form Manager Main Menus

File Menu

The "File" menu contains typical file operations and configuration tools for several options.

New: Open a new Report or Form template.

Open: Open an existing Report or Form. This opens a typical Windows file browser, displaying the files in the default LBOSS\Office\Rpt folder. Use the "Files of type" option to choose between Form or Report templates.

NOTE:The Form Manager can open text type files, for example Symphony Pro .sql command files. When a text type file is selected for editing, the Form Manager "locks" or greys out certain options and tools that are for graphic use only.

Save: To save the open template, keeping the same name.

Save As: Used to save a template under a new name.

Print Test Page: Opens the Windows printer options panel, allowing you to send a "test" layout page. The template appears in a "print pre-view before being sent to the printer. The test page doesn't contain data, but is handy to view what the page will look like, and verify the fields used.

Labels: This option controls the label page setup in terms of columns and rows, spacing between the labels (both horizontally and vertically). Also the label page margins. Based on the information you enter here, and the "Page Setting" option (determines the page size), the bottom portion of the label setup tool shows the number of labels per column and row.

This example shows the Form Manager's label page setup

The measure used (inches or centimeters), depends on the template's rulers, set using the

© 2005 TOSHIBA TEC AMERICA AMERICA RETAIL SYSTEMS, INC. R1.0a

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Toshiba Electric Keyboard Form Manager Main Menus File Menu, This example shows the Form Managers label page setup

Contents

Toshiba TEC America Page Table of Contents 106 114 Part File Maintenance Utility Part V Report SystemPart VI Entry Module Part VII View Log Part 181 Limited Warranty Limited WarrantySymphony POS Software Phone no 449-3040 FAX 770 About Symphony Pro application OverviewData Storage Security Navigating the Symphony Pro Application Using the mouse Using the keyboardNavigation Printing Help as a Manual Polling Process Understanding CommunicationsTo print the entire paper manual Data Maintenance Daily Maintenance ProcessMonthly Maintenance Process Controlling Database Size Backups Are Important Symphony Pro Data BackupPhysical Backup Protecting Your Data Symphony Pro Main Menus File MenuSymphony Pro Main Menus Main Menu Logging into the System LoginSymphony Pro File Menu Options Setting the Language LogoutLanguage Logging off the system View Internal Process Whats Happening behind the scenesView internal process Viewer Display This example shows the Internal Process viewer Status bar and control buttonsStatus Bar Buttons Files Menu View menu View Polling Status View Polling ProcessThis example shows the Polling Process viewer Menu Options Viewer Display windows Execute Command FileForcing Commands Sending Information From One Database Table Deploy Individual FileOther Tasks This example shows the Deploy one file table selection tool Configuration PanelBasic Symphony Pro Set Up Information Company Company Tab Settings System System Tab Settings TO=STORE103 This example shows the Configuration panels System tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Misc Misc Tab Settings This example shows the Configuration panels Misc tab Host Host Tab Settings Host data communications This example shows the Configuration panels Host tab Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Number of days to keep individual terminal Cleanup Cleanup Tab SettingsThis example shows the Configuration panels Cleanup tab Load Files Load Files Tab Settings Number of days to keep successful logNumber of days to keep all log Number of days to keep processed files This example shows the Configuration panels Load Files tab Because it will be overwritten Security Security Tab Settings Security System Overview Establishing access levels They can modify, add or delete it This example shows the Configuration panels Security tabTo assign security levels Send urgent message to Symphony Pro Date ConversionCalendar and Date Conversion Utility Julian Date Using the Messages Utility MessagesUnix Date Messages Utility Show Tips ExitShow Tips Symphony Pro File menu Option Exit the Symphony Pro Application Modules Menu Modules Menu Options Special Menu Options What is it for? SpecialHelp Symphony Pro Desktop Icon shortcuts Version numbers Maintenance ApplicationSymphony Pro Maintenance Application Overview Maintenance Menus and Icons Overview Maintenance Main MenusThis example shows the Maintenance applications Desktop Maintenance Application Common Data Edit ToolbarsCommon Data Table Toolbar Top Bar Tools Viewing Data Table Contents Displaying Data Lists Maintenance Application SQL Command File Menu Overview Item Table File Menu Options Item Maintenance UtilitiesItem Options Terminal table help pages in this manual Maintenance Application Other File Options Other Dynamic File Menu Options Edit Menu Item Options Edit MenuEdit Menu Overview Other Edit Options Other Dynamic Edit Menu Options PLU Menu PLU Menu Option s Item Tables Item Table Tabs and Fields Quick Tab Item PLU Maintenance Quick T ab This example shows the Item table editor Moving existing fields within the quick This example shows the Item tables Quick tabEditing the Quick Tab Editing the Quick Tab Adding fields to the quick Object Tab Item PLU Maintenance Object Tab This example shows the Item tables Object tab POS Tab Item PLU Maintenance POS Tab This example shows the Item tables POS tab Maintenance Application Price Tab Item PLU Maintenance Price Tab This example shows the Item tables Price tab Active and Next prices Suggested Retail and Sale price Programming Maintenance Application Margin vs. Markup Comparison Chart If you have selected to use Markup Maintenance Application Margin Markup Toshiba TEC America America Retail SYSTEMS, INC. R1.0a Rental Items Toshiba TEC America America Retail SYSTEMS, INC. R1.0a This example shows the Item tables Cost tab Regular Cost Section Cost Break Section Maintenance Application This example shows the Item tables Inventory tab Sales Tab Item PLU Maintenance Sales Tab This example shows the PLU weekly Sales tab Image File Naming Convention ECL tab Creating Electronic Coupon links Maintenance Application Image Type and Size RestrictionsRequired POS Setup Meal deal or Combo pricing ECL qualifying record Type Number. not implemented as of June Cumulative PurchasesMethod Qualifier Kit tab Creating kits Maintenance Application Building the kits Setting a Filter Working With ItemsWorking with Items Overview Filtering with an Alphanumeric Field Filtering with a Logical Field This example shows the Filter setting toolFiltering with a Currency Field Combining Filters and Global Modifications Options Adding New Items by CopyingThis example shows the item creation options Removing Items Deploying Modified Items Sending Changes to Targets Rental Items Controlling Rental Items Symphony POS Setup module showing the Rent Tab Rent Tab Item Label Setup Linking Items with Labels Sub-department Table Sub-department Overview Sub-department ProgrammingSub-Department Table Settings This example shows a Sub-department table record Maintenance Application Department Programming Department Table Settings Department TableDepartment Table O verview This example shows a Department table record Maintenance Application Bottle Link Table Bottle Link Programming Other Item Related TablesTable Programming Overview This example shows a Bottle Link table record Environmental fee Tare Table Tare Table Programming This example shows a Tare table recordCategory Table Category Table Programming This example shows a Category table record This example shows a Mix & Match table record This example shows a Price Level table recordMix & Match Table Mix & Match Table Programming Reference field, it does not print on the register receipt Vendor Table Vendor Table ProgrammingThis example shows a vendor table record Scale Table Scalable Item Table Programming This example shows a Scale table record Scale Table Fields Price Modifier Net Weight Creating and Using BatchesBatches 100 Adding records items to the batches Maintenance Application 101Adding new Batches Setting the Price 102Changing the Field Order Posting Batches Statistics This example shows the Statistics Data testing panel 104 Maintenance Application 105 Account Related Maintenance Customer Maintenance Application 107 This example shows a Customer table record 108 Contact Maintenance Application 109 Associating a Photo with a Customer Client Level Table Risk Level Table110 Customer Level Table Programming Maintenance Application 111 This example shows a Customer Risk Level table record 112 Account viewDiscount Maintenance Application 113 Custom messages Register Menu Register Menu Options Maintenance Application 115 Operator TableOperator Table Programming This example shows an Operator table record Functions Table 116Information Fields Function Table Programming Alpha Parameters Maintenance Application 117This example shows a Function table record 118 Totalizer Link List Maintenance Application 119 120 Totalizer Table Programming Maintenance Application 121Totalizer Table 122 This example shows a Totalizer table record Terminal Table Programming Maintenance Application 123Terminal Table Adding terminals manually 124 Terminals and GroupsAdding terminals automatically Maintenance Application 125 126 Maintenance Application 127 Gift CertificatesSample terminal list Terminal groups at Headquarters Memorizing the Item Tables Tab Order Navigation MenuThis example shows a Gift Certificate table record Maintenance Application 129 Controlling the Maintenance DesktopTransfer Menu Windows Menu Default Symphony Pro Reports List of Default ReportsReport System Report Types Report System 131 Report Selection Controlling ReportsRight Click Menu Report Selection Utility Report System 133 This example shows the Report Selection UtilitySelecting a Report Bottom bar Buttons Using Reports Opening ReportsReports Without Dates This example shows the Report Target Selection utility Report System 135 Report Periods Report Viewer Options Report ViewerViewing Reports Default report printer Setting a default printer for reportsSetting a different printer for specific reports Report printing Selection prompt window Printing LabelsGenerating Item or Shelf Labels First Label Selection Report System 139This example shows the Label selection box Defining the label printer 140Other Label Printing Options Report Properties Report Properties Panel 142 Report Properties Panel Options Report System 143 Report Sections Report SQL Editor Window Report SQL EditorModifying Symphony Pro Report SQL Code Entry Module Report System 145Tool Bar Tools Entry Module Overview 146 This example shows the Entry applications Desktop Purchase Orders Entry Module 147 View Menu OptionsCreating Purchase Orders This example shows the Purchase Order selection tool 148 Entry Module 149 Automatic Generation of a P/O Receiving Stock Stock Receiving Without a Purchase Order Entry Module 151 This example shows a Manual Receiving screen Receiving Stock using a Portable Device 152Receiving Stock from a Purchase Order Printing your stock transaction Counting and Adjusting Stock Inventory AdjustmentsEntry Module 153 Counting Inventory Transfer Other Entry Options Working with Cashier Pickups, Loans and Declarations Pickups and LoansEntry Module 155 156 View Log Entry Module 157View Log Utility This example shows the System Log viewer Logs and Messages Viewing Logs and Messages Urgent Messages Unprocessed FilesView Log 159 Viewing Urgent Messages Using the Electronic Journal L-Tracker Electronic Journal L-TrackerElectronic Journal Utility This example shows the Electronic Journal Basic version Electronic Journal L-Tracker 161 162 Events / Tasks Utility Events / TasksElectronic Journal L-Tracker 163 This example shows the Events / Task utility Navigating Command Directories164 Programming Events Events / Tasks 165Modifying / Adding / Automating Tasks Task Editor This example shows the Task Editor programming 166 Repeating Cycle Using Command directories Events / Tasks 167Adding / Removing Tasks Changing the Events / Tasks List Order Monitoring Utility 168Watching the Front End This example shows the stand alone Monitoring utility Form Manager Monitoring Utility 169Monitoring Statistics This example shows a sample of Monitor Statistics Template Editor Symphony Pro Report Template FilesSymphony POS Form Template Files Shelf and Item Labels Form Manager 171 Template Objects Top Bar Tools and Options ToolsObject Right Click Menu Form Manager 173 Form Manager Main Menus File Menu This example shows the Form Managers label page setupMenus This example shows the Form Managers page setup ConfigurationForm Manager 175 Records 176 This example shows the Form Managers Object Inspector Symphony Pro File and Database Maintenance Utility File Maintenance UtilityFile Maintenance Utility 177 178 About Data Table Backups Creating An Automated Backup File Maintenance Utility 179 When and How to Use the Data Table BackupsTo restore a file from a backup View File Properties and Contents Re-Indexing Operation 180Re-indexing Tables File Maintenance Utility 181 Why and How to use the Pack CommandGlossary Glossary of Terms 182 Glossary 183 Back Cover