PC-LINK DATA TO XLS SPREADSHEET PROCEDURE GUIDE

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Sharp Electronic Cash Register

PC-Link Data conversion to Excel spreadsheet and return

ER-A247 / ER-A347

Overview

This document is designed to give Sharp Authorized dealers the basic knowledge for editing the PC-Link created XML files using Microsoft®_Excel®_.

This is not designed to be a comprehensive manual on the use of the Sharp cash registers, PC-Link program or Excel®_{. Each of those products has its own manual or help resource which should be}

consulted for specific questions or operations.

Equipment required

PC-Link Program

Available for download from www.Sharp-POS.com PC-Link Manual

Available for download from www.Sharp-POS.com ERA247 / ERA347 Instruction Manual

Available for download from www.Sharp-POS.com SD Card

See “SD Card information” below for details

Microsoft® Excel® 2003, 2007 or 2010 (Tested versions)

Additional Resources

Sample .xls spreadsheets made from all XML files and ready for use in Excel® 2003 and 2007, available for download from www.Sharp-pos.com

(PCLink_XLS_Samples.zip)

ERA247 / ERA347 Service Programming Manual Available for download from www.Sharp-POS.com

SD Card information

The Sharp Register is designed to work with SD and SDHC cards from 2GB to 32GB in size. It will not work with Mini or Micro SD cards and adaptors.

NOTE: Not all SD cards by all manufacturers have the same operating characteristics. Sharp has tested the following specific cards

SanDisk: SDSDB-4096, SDSDH-008G, SDSDx-016G PNY: P-SD2GB-EF, P-SDHC4G4-EF/M1

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1. Save Register program data

NOTE: This is a summary of the SD card SAVING operations on the register. Please consult the Instruction Manual for detailed information.

1. Insert SD card

2. Press the [MODE] button on the register 3. Select 7 SD CARD MODE

4. Select 3 FOLDER CONTROL 5. Choose 1 CREATE FOLDER

6. Enter the NAME of the folder desired using the numeric keypad for text entry (similar to phone texting keys)

7. Press [CA/AT/NS] button

8. Choose 1.OK to make the new folder on the SD card 9. Press [ESC/CANCEL] button 1 time

10. Select 1 SAVING

11. Choose 3 ALL PROGRAM

12. Choose 1.OK to save the program to the SD card 13. When saving is complete – remove SD card from register

NOTE: DO NOT remove SD card during Processing, damage to the SD card or the register data may result

PROCEDURE: (Step 3) (Step 4) (Step 5) (Step 6) (Step 10) (Step 11)

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2. Get register program from SD card to PC-Link

NOTES:

a. This is a summary of specific PC-Link

operations. Please consult the PC-Link Manual for details on installation and operations b. If you are using the sample .xls files available

from www.Sharp-POS.com these steps are not required. Skip directly to section “4. Exporting spreadsheet changes to XML files”

1. Insert SD card into PC 2. Start PC-Link program 3. Select File(F)

4. Choose All to SD/All from SD(T)…. 5. Select your SD drive letter

6. Choose Folder name you created in Section 1 7. Click [All from SD] button

8. Choose [Yes] to execute the import

9. Check each tab in PC-Link program to confirm import of expected data:

Dept / PLU / Clerk / Logo Text / Tax. 10.Close PC-Link program

NOTE: the PC-Link program MUST be closed after importing the register data in order to create the XML files for Section “3 Importing XML files to Microsoft® Excel®_{spreadsheet”} PROCEDURE: (Steps 3 and 4) (Steps 5, 6 and 7) (Step 8)

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3. Importing XML files to Excel® spreadsheet

NOTES:

a. This is a summary of specific Microsoft®_Excel® application operations. Please consult Excel help and documentation for more detailed information

b. If you are using the sample .xls files available from www.Sharp-POS.com, these steps are not required. Skip directly to section “4. Exporting spreadsheet changes to XML files”

1. Star Excel application

NOTE: Sharp has tested this in Microsoft®_Excel®₂₀₀₃ and 2007 2. Select “Import” Excel 2003 a. Data b. XML c. Import Excel 2007 a. Developer ribbon b. Import

3. Choose the desired XML file for Data Import By default the XML files will be stored in folder

\\MyDocuments\SHARP_ECR\Ax47U\SHOP_NAME1

4. Choose [OK] to schema message PROCEDURE:

(Step 2 – Microsoft®_Excel®₂₀₀₃₎

(Step 3 – Microsoft® Excel® 2007)

(Step 4)

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5. Choose [OK] to accept import into existing worksheet

6. The data will be shown in the spreadsheet with column headers for each field

NOTE: appearance may vary by Excel version and user settings

Changes can be made and new items added within the defined column structure.

i.e. Always put ONLY numbers in numeric fields and use predefined text in TYPE fields. -Copy and Paste values from existing fields is supported and recomended.

This spreadsheet can be saved as a standard xls/xlsx file for sharing and later use.

To prepare the changes for use in PC-Link and sending to the register proceed to Section “4. Exporting spreadsheet changes to XML files” (Step 5)

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4. Exporting spreadsheet changes to XML files

NOTES:

a. This is a summary of specific Microsoft®_Excel® application operations. Please consult Excel help and documentation for more detailed information.

1. Start Microsoft®_Excel®_application

NOTE: Sharp has tested this in Excel®_{2003 and 2007}

2. Open the spreadsheet with changed register data 3. Select “Export” Excel 2003 a. Data b. XML c. Export Excel 2007 a. Developer ribbon b. Export

4. Choose the desired XML file to overwrite with the changed register iinformation.

By default the XML files will be stored in folder:

\\MyDocuments\SHARP_ECR\A247U\SHOP_NAME1 or

\\MyDocuments\SHARP_ECR\A347U\SHOP_NAME1

5. Choose [Yes] to confirm replacing the existing XML file.

PROCEDURE:

(Step 3 – Microsoft®_Excel®₂₀₀₃₎

(Step 3 – Microsoft® Excel® 2007)

(Step 4)

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5. Send changed register program to SD card from PC-Link

NOTES:

a. This is a summary of specific PC-Link

operations. Please consult the PC-Link Manual for detailed information.

There are two (2) options for sending program changes to the SD card:

Option 1 to send All PC-Link program data to SD card

Option 2 to send individual prorgam data (i.e. only Dept or only PLU, only clerk, etc.) Option 1 send All to SD

1. Insert SD card into PC 2. Start PC-Link program 3. Select File(F)

4. Choose All to SD/All from SD(T)…. 5. Select your SD drive letter

6. Choose Folder name desired 7. Click on [All to SD] button

8. Choose [Yes] to execute the export

PROCEDURE:

(Steps 3 and 4)

(Steps 5, 6 and 7)

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Option 2 send individual program data to SD 1. Insert SD card into PC

2. Start PC-Link program

3. Select the TAB which contains the data for transfer (export to SD)

4. Confirm the correct data is shown 5. Click on [Send to SD] button

6. Select Folder name desired 7. Click on [OK] button

8. Choose [Yes] to execute the export

(Steps 3, 4 and 5)

(Step 8) (Step 6 and 7)

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6. Loading changed register program data

NOTE: This is a summary of the SD card LOADING operations on the register. Please consult the Instruction Manual for detailed information.

There are two (2) options for loading program changes Option 1 to load All program data to register Option 2 to load individual program data only (i.e. only Dept or only PLU, only clerk, etc.) Option 1 Load All to register

1. Insert SD card

4. Select 3 FOLDER CONTROL 5. Choose 2 SELECT FOLDER

6. Choose the folder holding the changed program 7. Press [CA/AT/NS] button to select

9. Press [ESC/CANCEL] button 1 time 10. Select 1 LOADING

11. Choose 3 ALL PROGRAM

12. Choose 1.OK to Load the program to the SD card PROCEDURE: (Step 3) (Step 4) (Step 5) (Step 6) (Step 11) (Step 10)

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Option 2 load individual program data to register

1. Insert SD card

4. Select 3 FOLDER CONTROL 5. Choose 2 SELECT FOLDER

6. Choose the folder holding the changed program 7. Press [CA/AT/NS] button to select

9. Press [ESC/CANCEL] button 1 time

10. Select 1 LOADING

11. Choose 3 IND. PROGRAM

12. Select the Program data to load and press [CA/AT/NS] button

13. Choose 1.OK to Load the program to the SD card 14. After Loading complete – remove SD card from register

NOTE: DO NOT remove SD card during Processing, damage to the SD card or the register data may result (Step 3) (Step 4) (Step 5) (Step 6) (Step 11) (Step 10) (Step 12)

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Designs and specifications subject to change without notice.

Sharp is a registered trademark of Sharp Corporation. Microsoft and Excel are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All