WineWeb: Point-of-Sale Installation Guide

Transcription

1 WineWeb: Point-of-Sale Installation Guide This document details how to setup and configure your computer and peripherals for the WineWeb Point-of-Sale (POS). It discusses equipment requirements, connecting the devices, details on setting up a receipt printer, how to setup your Internet browser and how to test the connections. Table of Contents Quick Install... 2 Equipment Requirements... 3 Optional Peripheral Equipment... 4 Purchasing Your Equipment... 4 Connecting Your Equipment... 5 Quick Checklist... 5 Browser Setup... 6 Supported Browsers... 6 Google Chrome Desktop Icons... 6 Additional Browser Settings... 7 Receipt Printer Setup... 8 Control Font Method... 8 Preference Settings and Customization... 9 Software Interfaces Appendix A: Testing Offline Mode Appendix B: Verifying Existing Equipment Appendix C: Other Supported Browsers Appendix D: Receipt Printer Options Receipt Printer Considerations HTML Output Method ESC/POS Output Method Appendix E: Ticket Printers for Kitchen and Bar Appendix F: Printer Setup Instructions Additional POS guides are available: POS Planning Guide POS User Quick Start Guide Position Paper: Using a Tablet Device as a POS Station Online help by clicking the Help button in the POS Online help for the preferences in the POS at Utilities: Preferences: Help WineWeb: Point-of-Sale Installation Guide 1 June 2014

2 Quick Install We recommend reading this document, at least through appendix A, so you understand how best to install and use this service. However, we know that some of you won t read it all and are looking for the short version. Here s the quick version on how to install the WineWeb POS in your winery. Obviously there are more options available and more details (if you read the document past this page). 1. Purchase a 15 touch screen laptop for each POS station. 2. Purchase a hardware bundle for each station at 3. Connect the laptop(s) to your network 4. Install Google Chrome and Java on each laptop 5. Connect all the devices to each station 6. Setup a Chrome desktop icon (see below) 7. Copy a font file to your font folder and name it control (see below) 8. Include the word receipt in the name of your receipt printer 9. Launch the POS 10. Maximize the browser window 11. Use Ctrl-+ to increase the text size to better fill the screen 12. Verify the settings in the POS preferences pages. 13. Setup your big button hierarchies in the Admin Console at Orders: POS 14. Assign your products to the appropriate button 15. Setup a user account (Admin Console at Profile: Additional Users) for each person that will access the POS. A unique user MUST be logged in to each POS station. 16. Read the POS User Quick Start Guide to understand how to use the software. 17. Do some test orders to make sure the credit card gateway is functional 18. Print a receipt and make sure the cash drawer opens 19. Test the offline mode (Appendix A) WineWeb: Point-of-Sale Installation Guide 2 June 2014

3 Equipment Requirements The POS system is a web-based application so the only required piece of equipment is a computer connected to the Internet. We recommend a laptop or all-in-one computer with a WiFi connection to reduce the footprint on your counter and to eliminate many of the cables. The computer can run Windows (Vista, 7 or 8), Mac OS (10.4 and above) or Linux, the only consideration being that there are software drivers available for any peripheral equipment you decide to connect. Note: Windows XP is no longer supported as Microsoft ends support and updates for this operating system in April 2014, and use of it after that time would be considered out of PCI compliance.. There are no minimum hardware requirements and any computer built in the last three years should be acceptable. A screen size of inches is acceptable, although it will also work on larger or smaller monitors. The POS can function on a touch screen monitor, provided that the touch screen can select links, form fields and buttons while using a web browser program. Touch screen laptops are a nice solution as the counter footprint is reduced, and the number of cables is reduced. With the release of Windows 8, many manufacturers offer these, including Asus, Acer and HP. The price of these ($ ) are comparable to tablet computers, and a laptop offers more functionality for connecting peripheral devices All-in-one PCs with a touch screen are also available, usually with larger screens. If you want a more rugged PC that has an integrated card reader, consider ELO Systems or Partner Tech. ipad / Tablet / Smartphone Considerations The POS software can run on an ipad, Android tablet or smartphone by launching a browser and going to the POS URL. You can use these devices to initially record sales (using the Order Taker function), with checkout occurring at a regular POS station, or you can process a transaction by typing a credit card number and checking the option to the receipt to the customer. The issue with these devices is connectivity to peripherals like receipt printers and credit card readers. The position paper listed above provides additional details and describes an ipad app available to allow you to connect a credit card reader to the microphone jack of that device. WineWeb: Point-of-Sale Installation Guide 3 June 2014

4 Optional Peripheral Equipment Magnetic Card Reader: The POS system allows you to enter a credit card number manually or swipe the card through a card reader. Your merchant account provider likely has lower rates for swiped transactions, so this is a good investment of about $50 (check with your merchant account provider to configure your account to accept card-present transactions). Our POS system works with any brand, as long as it supports keyboard emulation (most do). We recommend a card reader that connects via USB and that can read tracks 1 and 2. We like the MagTek models and The PayPros gateway allows you to use MagTek card readers that encrypt the data, as well as the MagTek IPAD card reader/pin pad device that allows you to accept debit cards. Receipt Printer: While you can print an invoice for each order on your office printer, we support printing receipts on a receipt printer. You can get a nice, thermal receipt printer for about $300. Our POS system will work with any brand, as long as it comes with a Windows (or Mac OS) driver. Our receipts print 40 characters wide, which is supported by almost all receipt printers. Again, we recommend a USB connection (not a powered USB connection). Start your shopping for an Epson model TM-T88V or Star Micronics TSP100, as we have found these to be the easiest to configure and use, and they fully support the control font mode, which is a more efficient workflow. For a Mac environment, these models work, although not in control font mode. A printer with a cutter is recommended over a tear bar model. The POS system can output the receipts either using the printer control font codes (preferred method), ESC/POS or in HTML format. Refer to the Receipt Printer Considerations section for more details. Cash Drawer: You can get a nice cash drawer for about $120. Start your shopping with APG, MMF and M-S brands. The cash drawer connects to your receipt printer with a small cable, and the POS system can send the appropriate code to open the drawer at the appropriate time. Be sure to order a cable that matches to your receipt printer model and cash drawer brand. Barcode Scanner: While you can add a barcode scanner to scan products, the system is designed to make it fast to add products without scanning. A USB connection for a scanner is recommended. We have no preference; it s more a choice of style. A scanner that can also read 2-D barcodes is recommended. If you want to scan 2D barcodes on driver s licenses, make sure the scanner can be configured to ignore control codes that are present in these barcodes. We have used the Datalogic Gryphon 4400 and find it easy to configure for driver s licenses. Purchasing Your Equipment We do not supply any hardware. WineWeb is a software services company and hardware must be purchased separately from a local dealer or online. We ve partnered with POS Portal to provide some equipment bundles to make it easier to select items that work well with our software. WineWeb: Point-of-Sale Installation Guide 4 June 2014

5 Connecting Your Equipment Once you get all your equipment, connecting it together is quite easy, as shown below. The magnetic card reader and barcode scanner each connect to a USB port on your computer. No further configuration is usually necessary for these devices. Your receipt printer also connects to a USB port on your computer. If you run out of available USB ports, you can purchase a simple USB hub for about $10 that provides additional ports. The cash drawer connects to the back of your receipt printer using a special cable that looks similar to at phone cable. Your receipt printer needs to be configured (see the section below). USB USB USB Special cable If you have existing peripheral equipment, you can test that they will work with the WineWeb POS system. See Appendix B: Verifying Existing Equipment Quick Checklist Connect the peripherals to your computer Setup a desktop icon (see below) Copy a control font to your font folder (see below) Include the word receipt in the name of your receipt printer Launch the POS Verify the settings in the POS preferences pages. WineWeb: Point-of-Sale Installation Guide 5 June 2014

6 Browser Setup Supported Browsers As the POS service leverages advanced browser features like HTML5, local databases and AJAX, we recommend using Google Chrome as the browser. Safari is also supported. The POS will function under Firefox, but offline mode is not available as that browser doesn t support local databases. Internet Explorer is NOT supported. Google Chrome Desktop Icons It is recommended that the POS application be installed as a desktop application, which allows you to click on an icon to go to the application. This offers speed improvements and more control over the default printer for the POS. Based on our testing, Google Chrome is the faster browser for this application. If Chrome is not installed on your computer, download/install Chrome from Start Chrome Browse to Login, then logout (important, as this pre-fills your Winery ID on the form) Click the settings icon (Customize and control Google Chrome) in the top right area of the window Select Tools: Create application shortcuts menu option Ensure that the Desktop checkbox is checked, then click OK in the dialog box. You now have a desktop icon that launches the POS application. In the event that the connection between your POS station and the server is interrupted, the system should automatically sense this and go into offline mode. In rare instances, you may need to manually select offline mode button from the login page. This button has eliminated the previous need to setup an offline mode desktop icon. We maintain a fail-over server that is used when the system senses a problem with the primary server. In rare instances, the primary server may become very slow, but the system does not automatically reroute traffic to the second server. This is an extremely rare situation (it happened once last year), but if you want to create a second desktop icon to allow you to process on the secondary server, do the following. Start Chrome again (don t use the desktop shortcut icon) Browse to Login Create another application shortcut, as above, labeling it something like POS Backup Server. WineWeb: Point-of-Sale Installation Guide 6 June 2014

7 Additional Browser Settings Print dialog: If you are using HTML output to send data to your receipt printer, you likely want to disable Chrome s print preview page and return to the native print dialog box. To do this, start Chrome and type about:flags in the address bar, press Enter, then click the Disable link for Print Preview. For Mac OSX, open Terminal and type defaults write com.google.chrome DisablePrintPreview -boolean true. PDF viewer: Chrome has a PDF viewer built into the browser. We recommend disabling it and using the Adobe Reader plug-in. To do this, type about:plugins into the address bar, press Enter, then click the Disable link to prevent PDFs from loading within Chrome. Allow pop-ups: You ll want to set Chrome to allow popup windows. To do this, Click the settings icon, then Tools: Under the Hood: Content Settings: Pop-ups: Manage Exceptions and add wineweb.com as an allowed site. Set the text/icon size: Click the icon to maximize the browser window in the monitor. Then hold down the Ctrl key and press the + key to increase the size of the text so it fills the monitor window. If it s tool large, use Ctrl-minus to shrink it. Touch screen settings: If the computer is a touch screen, type chrome://flags into the address bar and press Enter. Scroll down to Enable touch events and Touch optimized UI and make sure both are set to Automatic or Enabled. Mac considerations: The current version of Chrome doesn t support application shortcuts. You can drag the URL to the desktop to create the two icons. A third-party alternative to application shortcuts (search mac chrome application shortcut ) is available, which can be used to create the first and third desktop icons (it doesn t work for the offline mode icon). For setup of other browsers, such as Safari and Firefox, refer to Appendix C: Other Supported Browsers. WineWeb: Point-of-Sale Installation Guide 7 June 2014

8 Receipt Printer Setup 1. Connect the receipt printer to your computer and install the printer driver. 2. Change the printer name so that it contains the word receipt. Our software first looks for a printer with receipt in its name, otherwise it prints to the default printer. If using Firefox and Prism, change the full printer name to receipt and all the page setup options are preset. The preferred method for communicating with a receipt printer is by using control font codes. However, primarily for Mac OS, we can also output the receipt in HTML format. The control font method bypasses the printer dialog box, so this method requires one less keystroke. Control Font Method Your printer contains an internal font, usually named control for the control font codes. Your computer doesn t know about this font unless a font with the same name exists in your font folder. So you ll need to copy a font file with the same name as your printer control font name into your font library. It doesn t matter what the font looks like, all that matters is the name of the font file. If your operating system doesn t let you copy a font file or rename an unused font, go to and save this file to your desktop. Then go to Control Panel: Fonts and drag the font file from your desktop to the font folder. Ensure that Java applets can run in your browser. Java is enabled by default in Chrome. For Firefox, go to Tools: Options: Content and check the checkbox to Enable Java. Reference your printer manual and determine the control font code for a partial paper cut, printing a stored logo, and to open the cash drawer. The standard Epson control codes are P, h, B, respectively. Login to the POS application and verify these codes on the Preferences page. Now, login to the POS system and process a test order. Click the Print Receipt button on the confirmation page. A security warning appears for the Java applet. Check the always trust content checkbox. You may need to click the Print Receipt button again as the window automatically closes after a few seconds. A receipt should now print. If you have a slower Internet connection, you can adjust the time that the receipt window stays open in the Preferences page. If using an Epson TM-T88V printer, in the Windows printer setup, set the paper conservation mode off so the receipt is cut correctly. If this is not a new install of the printer driver, check the Windows printer setup to verify that the feed cut is at the end of the document, not the page. If you would like a logo graphic to print at the top of the receipt, refer to your printer documentation for instructions on how to load a graphic into your printer s memory. For other methods of communicating with your receipt printer and considerations for using various receipt printers with various operating systems and browsers, refer to Appendix D: Receipt Printer Options. WineWeb: Point-of-Sale Installation Guide 8 June 2014

9 Preference Settings and Customization There are many settings you can use to customize the POS for your environment. Some of these settings are set from Utilities: Preferences in the POS and others in the Administration Console at Orders: Point-of-Sale. POS Preferences The POS Preferences page allows you to customize the POS service to meet your needs. The preferences page can be accessed within the POS at Utilities: Preferences or from the Administration Console at Orders: Point-of-Sale: POS Preferences. There are clickable tabs across the top of the page that display the various sections of preference settings. The Help link in the upper right of this page explains each field and its usage. POS Locations The POS can support multiple stations, but it can also support multiple locations, where the configuration options or sales tax rates are different. You can setup multiple POS Locations, then assign users to a POS Location. Locations are setup in the Administration Console at Orders: Point-of-Sale: POS Locations. POS Stations You can identify POS stations, if you want, to allow cash drawer reconciliation by station or where the preferences vary based on the station. POS Button Hierarchies You can customize the buttons that appear in the big button view. You can also define multiple button hierarchies and assign a button hierarchy to a POS location. For example, you way define a festival button hierarchy with a small number of buttons to support the subset of items you sell at festivals. Setup button hierarchies at Orders: Point-of-Sale: Button Hierarchies. For each button hierarchy, Orders: Point-of-Sale: Assign Buttons/Items function is used to assign the wine and merchandise items to the appropriate level in a button hierarchy. POS Login Options If the desktop icons have been setup as detailed above, then your winery ID is pre-populated on the login page and the cursor is in the password data field, making login very fast. The POS login page accepts either a user s normal WineWeb login password or a special POS password. The normal password can be used to access the administration console and the POS from anywhere. The POS password (set for each user at Profile: Additional Users) is only valid for a specific IP address (i.e., the tasting room) or IP address range (useful for dynamic IP addresses). This allows additional security over access to the POS, so that you can only provide the POS passwords to your staff. Another level of security is issuing POS access cards to your staff. These are plastic cards with the POS password set into the magnetic stripe. The user must swipe their card on the login page to access the POS. You can purchase these access cards from WineWeb. WineWeb: Point-of-Sale Installation Guide 9 June 2014

10 Software Interfaces One of the advantages of the WineWeb POS system is that it leverages all the routines and interfaces that have been developed for the e-commerce system, including: Shipping carrier interfaces for calculating shipping costs and printing shipping labels Fulfillment center interfaces Compliance interfaces for compliance checking and compliance reporting Credit card gateway interfaces for payment processing Age verification service interfaces Wine club member and customer databases for lookup and reporting campaign management integration for mailing list sign-up Products, inventory/warehouse management QuickBooks accounting interface Order, customer and wine club member export routines. All of these routines and interfaces work in the POS system without any additional setup effort, except for the credit card gateway. Credit Card Gateway Considerations Depending on your credit card gateway and the way you want to handle in-person credit card transactions, you may need to make changes to your existing credit card gateway account. Your gateway was likely setup to process e-commerce transactions, which are card-not-present transactions. Many gateways require a separate account to handle card-present (retail) transactions. While the POS can process transactions as card-not-present, there is usually a better transaction rate available for card-present swiped transactions. You ll need to check with your credit card merchant account provider and inform them that you ll be sending swiped credit card transactions over an Internet gateway. Since these transactions are approved over the Internet, you won t need a retail card swipe terminal that connects to a phone line, but instead you ll have a USB card reader. Note that advanced functions such as restaurant-style tips processing and tip options on the electronic signature capture page are only available with our preferred gateway provider, PayPros. Refer to our Gateway Guide for more details. Our e-commerce / POS system can support the following gateway configurations: A single gateway account that can handle card-not-present and card-present transactions. A single gateway account that handles card-not-present transactions and all POS transactions are sent as card-not-present. A gateway account for e-commerce (card-not-present) and a separate gateway account for POS (card-present). The second gateway account is setup in the Preferences page of the POS system. Another gateway can be specified at the POS Location level, if different. WineWeb: Point-of-Sale Installation Guide 10 June 2014

11 Appendix A: Testing Offline Mode The ability to store transactions if your Internet connection goes down relies on a combination of technologies, including locally cached pages and a local browser database. As most of this is installed on your browser, our server-based testing can t fully test to that local level. It is strongly advised to test offline mode on each POS station to be assured that it will work when needed. These testing instructions are based on Windows Google Chrome. Other browsers and operating systems are similar. 1. Login to the POS 2. In a blank area on the page, right-click your mouse and select Inspect element 3. A new window opens. Select the Resources tab. 4. Click the arrow to the left of Web SQL to expand 5. Click the arrow to the left of posdb to expand 6. Verify that all of the following database tables exist. If they don t, you need to delete the database and have it rebuilt. First, verify that no offline transactions exist by viewing the POS Utilities menu and sync them before continuing. Then, close the POS application, restart Chrome from its desktop icon, click the settings in the Upper-right and select Tools: Clear browsing data. Select to empty the cache from the beginning of time. Then close Chrome, restart the POS and go through the above steps to verify. 7. Go back to the POS window and logout 8. Click the Offline Mode button on the login page 9. Select items, then press the add-to-order button. 10. A "POS is Offline: Save Order for Later Processing" page is displayed. 11. Enter any additional customer or payment data, then save the order. 12. View the Inspect element window and expand the database, like before. 13. Click on the WINE_ORDER table. You should see one row of data. 14. Click on the ORDER_LINE table. You should see as many rows as products selected in that order. 15. Go back to your network connections window, right-click on the connection and enable it. 16. In the POS, click the Utilities button. 17. You ll see a link to Sync Offline Orders and a 1 in parentheses. 18. Click the 1 to view the order details. Then click the Back link to return. WineWeb: Point-of-Sale Installation Guide 11 June 2014

12 19. Click the Sync Offline Orders link. 20. The first offline order is displayed on the Order Summary page. 21. Verify that the test order data is shown correctly, then cancel the order. You can now be assured that your local browser database is set to receive offline orders. In a real offline situation, you can do steps to increase your comfort level that orders are being saved. WineWeb: Point-of-Sale Installation Guide 12 June 2014

13 Appendix B: Verifying Existing Equipment If you have existing peripheral equipment, you can test to ensure that they will work with the WineWeb POS system. Testing a Magnetic Card Reader: Connect the card reader to your computer. Launch a text editor program such as Notepad for Windows Place your cursor in the text entry area Swipe a credit card You should see a string of numbers/characters, about 90 characters long, including the card number and the cardholder name. Track 1 data begins with a % and ends with a?. Track 2 data begins with a ; and ends with a?. Track 2 immediately follows track 1. If no data is shown, then your card reader must be reconfigured for keyboard emulation mode. Swipe the card a couple more times. Does each swipe begin on a new line? If so, great. If not and each swipe appends data to the same line, then the card reader is not configured to simulate an Enter key at the end of the swipe, which is required to work with the POS software. You may be able to configure a MagTek card reader here: Testing a Receipt Printer: Connect the receipt printer to your computer and install the printer driver. Launch a program such as WordPad that can change fonts in a document. Set the program s printer to your receipt printer. Type some text in a new document Determine the control font code to cut the paper from your printer manual (try a P if you can t find the codes in your printer manual). Add this character in the text and change the font for this character to the printer s control font. Print the document. The characters should print and the paper should be cut at the appropriate place. If you have a cash drawer connected to your printer, you can also type the control font code to open the cash drawer to test that functionality. If your printer does not support control fonts, you can output the receipt in HTML format. Select HTML output format in the POS Preferences page. Test printing by sending any web page to the printer. Testing a Cash Drawer: The cash drawer can be programmed to open at specific times by sending a command to the receipt printer, which then travels down the cable to the cash drawer. If you have an existing cash drawer connected by a cable to the receipt printer, then the POS system will be able to control the cash drawer. Note: the cable connecting the printer to the cash drawer is specific to the model/brand of the printer and cash drawer. Cash drawer codes are A,B,C,D or E, with B being the most common. These codes correspond to the length of pulse that is sent, 50, 100, 150, 200, 250ms, respectively. WineWeb: Point-of-Sale Installation Guide 13 June 2014

14 Testing a Barcode Scanner: Connect the scanner to your computer. Launch a text editor program such as Notepad for Windows Place your cursor in the text entry area Scan a barcode and verify that the characters are what are expected. If you plan to scan the 2D barcodes for driver s licenses, you must configure your scanner to ignore control codes (ASCII codes less than 32, except for 10 and 13). For the Datalogic Gryphon scanner, scan these two configuration barcodes to do this. WineWeb: Point-of-Sale Installation Guide 14 June 2014

15 Appendix C: Other Supported Browsers. Google Chrome is the recommended browser; however Safari and Firefox are also supported. Internet Explorer is NOT supported. Safari Safari is a good alternative to Chrome, especially for Macs and ipads. To setup this browser: Start Safari Browse to Login, then logout (important, as this pre-fills your Winery ID on the form) Click on the icon to the left of the URL and drag to the desktop. Create a second and third icon using the Chrome instructions and drag these to your desktop. Mozilla Firefox / Prism Note: Firefox does not support saving transactions in offline mode. Download/Install Firefox from In the Control Panel, rename your receipt printer to include the word receipt (optional, but recommended). In Firefox, go to Tools: Add-ons and search/download/install the Prism extension Browse to Login, then logout Click the Install button that pops up above the page area and select "Install WineWeb POS" as a Prism application. For Mac OS X, instead use the menu option Tools: Convert Website to Application. If the window comes up with blank fields, enter the following: o URL: o Name: POS o Check the Desktop box Now go to your desktop and click on the new icon -- it will launch a pared-down browser just for the POS. Click on the gear icon in the lower right and select Print and Page Setup to configure the receipt printer. If you chose not to change the printer name to receipt, you must change your printing preferences to set all margins to zero and the page header/footer to all blanks. WineWeb: Point-of-Sale Installation Guide 15 June 2014

16 Appendix D: Receipt Printer Options Receipt Printer Considerations Before purchasing a receipt printer, consider your computing environment and the features you intend to use. The following table summarizes your options. The preferred method for communicating with a receipt printer is by using control font codes. However, primarily for Mac OS, we can also output the receipt in HTML format. The control font method bypasses the printer dialog box, so this method requires one less keystroke. Epson TM-T88V or TM-T88IV Epson or compatible Star Micronics TSP 100: Star Micronics TSP 100: Windows, Google Chrome Windows, Safari Windows, Firefox Prism Firefox does not support offline mode if Internet connection is lost Mac (10.5+), Google Chrome Mac (10.4), Safari Control Font Mode Preferred. Works, slightly slower than Chrome. Works, slightly slower than Chrome. Epson Mac drivers don t support control fonts No native drivers for Mac HTML Mode Current version of Chrome does not allow you to remove page headers and footers or set margins, so receipt prints blank space to end of page then prints URL in footer Works. HTML mode displays the printer dialog box, requiring an extra mouse click. Works. HTML mode displays the printer dialog box, requiring an extra mouse click. TM-T88V has drivers for Mac, others don t. No native drivers for Mac Control Font Mode Printer does not support control font for logo at top of page. Setting logo in Printer Setup function causes it to repeat in inappropriate places on long receipts. OK to use if you don t want a logo on the receipt. Printer does not support control font for logo at top of page. Setting logo in Printer Setup function causes it to repeat in inappropriate places on long receipts. OK to use if you don t want a logo on the receipt. Printer does not support control font for logo at top of page. Setting logo in Printer Setup function causes it to repeat in inappropriate places on long receipts. OK to use if you don t want a logo on the receipt. Star driver does not support control font codes on Mac. Star driver does not support control font codes on Mac. HTML Mode Current version of Chrome does not allow you to remove page headers and footers or set margins, so receipt prints blank space to end of page then prints URL in footer Works. HTML mode displays the printer dialog box, requiring an extra mouse click. Works. HTML mode displays the printer dialog box, requiring an extra mouse click. Works. Works. WineWeb: Point-of-Sale Installation Guide 16 June 2014

17 HTML Output Method HTML output mode supports systems where the printer or printer driver software doesn t support control font mode. In this mode the system is forced to show the print dialog box, which results in an additional keystroke per order. Depending on the browser, you may not be able to set the page margins to zero. If that is the case, use HTML Narrow output method so the receipt appears readable with ½ margins. Select the HTML output method in the POS Preferences page. Browse for a logo file on your computer and upload via the Preferences page (optional). The system inserts this graphic at the top of each receipt. You ll need to setup the printer options in the Control Panel and in the browser s printer setup pages. Refer to the section at the end of this document for your printer and operating system. ESC/POS Output Method ESC/POS output mode uses control codes to format the receipt, but does not use a control font. This mode may be supported by printer drivers that don t support control fonts. Similar to control font mode, a Java applet is called to print the receipt, so there is one less mouse click required versus HTML mode. If using this mode, no control codes need to be specified, as they are set internally. WineWeb: Point-of-Sale Installation Guide 17 June 2014

18 Appendix E: Ticket Printers for Kitchen and Bar The POS system supports printing of kitchen and/or bar tickets. For example, when an item is added to an order that needs to be prepared in the kitchen, a ticket is automatically printed on a receipt printer in the kitchen. Typically these printers are network connected devices that connect to your local network with an Ethernet cable. The Star Micronics TSP143LAN is a recommended model for this purpose. You define which items are sent to the ticket printers in the Administration Console at Orders: POS: POS Item Update. You can choose from two kitchen printers and two bar printers. These settings are across all POS Locations. For example, if location A has two kitchens and location B has a single kitchen, you can define the printer in location B to print all tickets for both kitchen and kitchen2. Ticket printers must be defined to each POS station that can print tickets. The Windows/Mac printer name must contain the following. Note that several keywords can be combined on a single printer, such as kitchenticket barticket receipt. kitchenticket (case sensitive) kitchen2ticket barticket bar2ticket For those devices that can t print directly to a ticket printer, such as tablets and smartphones, or when using the POS Order Taker function, you must define a POS station for each device and set the POS Station preference such that the station can t print tickets. Then, on one of the main POS stations, you can start the process at Utilities: Kitchen/Bar Ticket Processor. This process checks each minute for any tickets that need to be printed from stations that can t print their own, and prints those tickets to the appropriate printer. WineWeb: Point-of-Sale Installation Guide 18 June 2014

19 Appendix F: Printer Setup Instructions The printer driver installation defaults to all the options needed for control font mode. Below are additional instructions for various printer, output mode and operating system combinations. Windows Setup for Epson Receipt Printer (HTML Mode) From Control Panel: Printers, select the printer, then right-click and select Printing Preferences. In the Layout tab, verify the following. WineWeb: Point-of-Sale Installation Guide 19 June 2014

20 In the Document Settings tab, verify the following. WineWeb: Point-of-Sale Installation Guide 20 June 2014

21 Go to the browser and select Page Setup. Verify the following options. WineWeb: Point-of-Sale Installation Guide 21 June 2014

22 Windows Setup for Star Micronics Receipt Printer (HTML Mode) From Control Panel: Printers, select the printer, then right-click and select Printing Preferences Verify these parameters, then select the Advanced tab. Select a paper size of 72mm x Receipt or the longest 72mm size. WineWeb: Point-of-Sale Installation Guide 22 June 2014

23 Then right-click on the printer and select Properties. In the Device Settings tab, verify the installable options are set as follows. Go to the browser and select Page. Verify the following options. WineWeb: Point-of-Sale Installation Guide 23 June 2014

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25 Mac Setup for Star Micronics Receipt Printer (HTML Mode) File: Page Setup If the 72x200mm paper size is not available, you ll need to define a custom size 3.13 inches wide and 7.86 inches high. File: Print WineWeb: Point-of-Sale Installation Guide 25 June 2014

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27 Mac Setup for Epson TM-T88V Printer (HTML Mode) Set output type of HTML Narrow in Wineweb POS Receipt Printer Preferences Disable Chrome Printer Dialog (search for this in Google if unsure how to do) Create custom paper "Receipt" " x 11" --- 0" margins left, right, top & bottom in OS X Printer Dialog box and save. Select "Paper Handling" in OS X Printer Dialog box and select "Scale to Fit Paper Size", then select "Suggested Roll: 80mm..." Select "Printer Settings" and set the following o "Basic Settings" tab: Paper Reduction - Top & Bottom Margins; Paper Source - Page: Feed, Cut - leave the other 2 setting alone. o Under the "Cash Drawer" tab select "Open before (or after) Printing". Go up to Presets and click on "Save Current Setting as Preset..." Save as "Standard". Go to Printer Setup and set the Epson TM88V as "Default Printer" and "Receipt" as the Default Paper. WineWeb: Point-of-Sale Installation Guide 27 June 2014