Summary

The Station Maintenance window (CR> Maintenance> Station) is used to set up which workstations on the network can be used to enter receipts (CR> Cash Receipts). A workstation must be set up before receipts can be created on that computer. You can only create or modify the station that you are currently logged into using the Station Maintenance window. You can only modify the setup of the station you are logged into.

Step by Step

1    View the stations.

• Open the Station window (CR> Maintenance> Station).
• The Station window will display all of the stations that are currently set up in the Cash Receipts module.
• Select a station and click the Delete button to delete the station.
• Select a station and click Edit or double click on a station in the window to open the Station Maintenance window for the selected station.
  • You cannot make modifications to a station that you are not logged into. If you open a station you are not logged into, all of the fields in the window will be disabled.
• To create a new station, click the Create Station button. This will open a blank Station Maintenance window.
  • You can only create a station record for the station you are logged into.

2    Create a station.

• The Station field will display the name of the station that you are currently using. You will not be able to modify the value in this field.
  • You can only create a station in the Cash Receipts module that you are using.
• Enter a Description of the station. This field can be up to 25 alphanumeric characters.
• The Drawer Codes field is used to enter the control codes for the cash drawer. Enter the control codes separated by a comma. Do not include any spaces before or after a comma.
  • If there is a specific cash drawer connected to this station, enter the control code in the Drawer Code field. Control codes vary depending on the model and brand of the cash drawer but are generally two digits long and separated by a comma.  Please refer to the user manual of the cash drawer for additional information on the control codes. Springbrook Support can also provide assistance for certain models and brands of cash drawers.
• The Drawer Port/File field is used to set up a cash drawer for the station.
  • Enter a file name in this field to run a file instead of accessing a port directly.  Some cash drawers (like USB models) require running an executable file to open the drawer.
• After the cash drawer has been set up, you can click OPEN CASH DRAWER to open the new cash drawer.
• The Terminal IP Address and Terminal Port fields are used to set up an optional point-of-sale credit card terminal for accepting counter payments through the station.
  • The Terminal IP Address field is used to set the static IP address for your credit card terminal. Please consult your IT team, as the IP address must be set locally.
  • Once these fields are set, they can only be edited when signed into the machine in question or by users signed in to another machine as ADMIN.
  • The Terminal Port field is used to enter the port assigned to the credit card terminal. This number can be found on the terminal itself by following the instructions in the link below.
  • These fields will only be active if credit card terminals are enabled on the CR Setup window (CR> Utilities> Setup> Card Terminals tab> Enable Card Terminal Interface toggle).
  • Click CHECK CIVICPAY PAD CONNECTION to test the connection between the station and the credit card terminal once the setup is complete. When clicked, the system will test the connection and display the test results in a pop-up window.
  • Click here for more information on processing Credit Card Terminal Payments.
• The Printer Mode drop-down menu determines how you will select the receipt printer for the station.
  • When selecting a receipt printer that uses control codes, use the DIRECT option because this option works for almost all receipt printers. If the DIRECT option does not work, select the DOS option. The DOS option will work for all receipt printers but will add white space to the receipt. Do not select the WINDOWS option if the receipt printer uses control codes.
  • Select DIRECT from the Printer Mode drop-down menu to select a receipt printer by port. This will enable the Printer Port drop-down menu to select a printer.
  • Select DOS from the Printer Mode drop-down menu only if the DIRECT option does not work. This option will add white space to the receipt and should only be used if the DIRECT option does not work.
  • Select RAW TEXT from the Printer Mode drop-down menu to connect a USB printer. This will enable the Printer Name field and disable the Printer Port field.
  • Select WINDOWS from the Printer Mode drop-down menu to select a printer by printer name. This will enable the Printer Name field and disable the Printer Port field.
    • This option should only be used when selecting a non-receipt or network printer.
• The Printer Name field is used to select the slip printer of a station if WINDOWS is selected in the Printer Mode drop-down menu. All printers that have been set up in MS Windows will display in the Printer Name drop-down menu.
  • If the desired printer does not display in the Printer Name drop-down menu, make sure the printer has been added to the workstation in MS Windows.
    • If you create a new printer in MS Windows while the Station Maintenance window is open, the new printer will not display in the Printer Name drop-down menu until you close and reopen the Station Maintenance window.
• The Printer Port drop-down menu is used to select the slip printer port if DOS or Direct is selected in the Printer Mode drop-down menu.
  • This values displayed in this drop-down will vary from organization to organization. These values must be at least three characters in length.
• The Characters Per Line field is used to determine the number of characters displayed per line and the ending point for right-justified parts of the receipt.
  • Number of characters displayed - This field limits the number of characters that can display on a single line of the receipt.
    • The number of characters that can display on a line will vary depending on the receipt printer specified in the Printer Name field above, but 30 is a common value entered in this field.
    • If the total number of slip text AND code value characters on a single line exceeds the value in the Characters Per Line field, the slip text will be truncated. The text WILL NOT wrap to the next line.
  • Ending point for right-justified merge fields - This field determines the right side ending point for right-justified fields, such as receipt line item amounts and receipt totals.
    • As stated above, the total number of slip text AND code value characters on a single line cannot exceed the value specified in the Characters Per Line field.
• The Authorized Operators section is used to select which operators are authorized to create receipts on the selected station. Operators can also be attached to workstations on the Operator Maintenance window (CR> Maintenance> Operator).
  • Click ADD OPERATOR to add an operator to the station. This will open the Operator Selection window. The Operator Selection window will display all operators that have been created in CR> Maintenance> Operators. If a Springbrook user has not been set up as an operator, the Springbrook user will not display in the Operator Selection window.
  • Click the Select button to add the highlighted operator to the station
• Click the Save button to save the station.