BERG Division of DEC ABID1 All-Bottle ID System (Liquid Dispensing Unit) User Manual Infititl3

BERG COMPANY Division of DEC International, Inc. All-Bottle ID System (Liquid Dispensing Unit) Infititl3

User Manual Part 4

SECTION11This section provides help with the following tasks:Load Initial Brand List .................................................................. 11-2Select Sizes and Price Levels........................................................ 11-4Price and Portion Defaults ............................................................ 11-6Switch Product Type ..................................................................... 11-8Rename a Brand or Cocktail ....................................................... 11-10Delete a Brand or Cocktail.......................................................... 11-12Assign PLUs to Brands and Cocktails ........................................ 11-14Rename a Price Portion Category ............................................... 11-16Create a New Price Portion Category ......................................... 11-18Switch a Price Portion Category ................................................. 11-20Delete a Brand or Cocktail's Prices and Portions ....................... 11-22Advanced BrandOperations
11-2 Infinity Installation/Service and User ManualLoad Initial Brand ListPerform this task to load Berg's list of brands to your computer. You can select which producttypes of the brand list to load. Any brands already in your brand list are skipped by this processthey're not reloaded and no settings are changed. Each brand in the Berg list has default pricesand portions which have the "Standard" category name. If you want to change the default pricesand portions for one or more product types before you load Berg's list, see Price and PortionDefaults in this section. (You don't need to load the brand list if you already loaded it with theBrand Wizard.)nTo load the initial brand list:1. Run Manager.2. Pull down the Pouring menu and point to BrandOperations. Click Load Initial Brand List....3. Select the product type(s) you want to load.4. Select a Container for each product type.5. Click OK to load the list.
Advanced Brand Operations 11-3Wait while the brand list for the selected product type(s) isloaded.
11-4 Infinity Installation/Service and User ManualSelect Sizes and Price LevelsThis task lets you modify the number of sizes and price levels for a particular product type. Thisis useful if you never use all the sizes and price levels available or if you want to increase thesizes and price levels available because you've added a 1544 Infinity ECU or an All-Bottle IDdispenser to your system. (You don't need to perform this task if you already set the number ofsizes and price levels with the Brand Wizard.)nTo select sizes and price levels:1. Run Manager.2. Pull down the Pouring menu and point to BrandOperations. Click Select Sizes and Price Levels....3. Select the maximum number of portion sizes you want foreach product type. (For the cocktail product type, select themaximum number of ingredients you want for a cocktailrecipe.)You're not setting any portion sizesyou're selecting thenumber of different portion sizes you'll need for eachproduct type.4. Select the maximum number of price levels you want foreach product type.You're not setting specific price levelsyou're selecting thenumber of price levels you'll need.5. Click OK to save the maximum sizes and price levels andexit the screen.Price LevelsPrice levels are optional tiers ofprices and portions that can bedefined to accommodate variousneeds. Some owners don't useprice levels; others use them forswitching between happy hour,regular and entertainmentpricing; still others use them totrack shift sales.Load DefaultsIf you want to use Berg'sdefault number of sizes andprice levels, click Load Defaults.The Berg default sizes are 3 forLiquor, Wine and Mixers, 4 forBeer and 5 ingredients forCocktails. The Berg default pricelevels are 3 for all producttypes.
Advanced Brand Operations 11-56. If you reduce the number of portion sizes and price levels, amessage warns you the highest portion sizes and price levelsare the ones that will be eliminated.Click Yes to continue (and remove the higher sizes and pricelevels) or No to abort the process.ORIf you increase the number of portion sizes and price levels,a message reminds you that no prices and portions areaffected by the change. Just remember to enter prices andportion sizes for the new sizes and price levelsthey aren'tautomatically filled.Click OK to continue the process.NotesqYou can choose the number of portion sizes and price levelsyou want, but you can't specify their designations. Forexample, if you choose 2 price levels they will be A and B.If you choose 2 portion sizes, they will be 1 and 2. Thehigher sizes and price levels are always the ones eliminated.qThe number of portion sizes and price levels for Test Pourcan't be changed.qIf you eliminate previously defined higher prices andportions, the changes are sent to the ECUs.
11-6 Infinity Installation/Service and User ManualPrice and Portion DefaultsPerform this task at any time to modify the default prices and portions for any product type.Defaults are base prices and portions which are automatically entered for each brand of a producttype when the brand is added to the brand list. (They're also used when you press the LoadDefaults button on the Modify Prices and Portions screen.) Berg's default prices and portionsare used if you don't set your own using this procedure or the Brand Wizard. (You don't need toperform this task if you've already set your price and portion defaults with the Brand Wizard.)nTo enter price and portion defaults:1. Run Manager.2. Pull down the Pouring menu and point to BrandOperations. Click Price and Portion Defaults....3. Select the Product Type with price and portion defaults youwant to change.4. Click a Price Level tab.5. Type the correct Portion and Price for each Size listed onthe tab. Sizes 1-3 correspond to small, regular and largeYou don't need totype a decimal ifyou're entering awhole number, e.g.,type 6 for 6.00 oz,or 2 for $2.00.
Advanced Brand Operations 11-7portions for All-Bottle and Laser dispensers. Sizes 1-8correspond to the eight possible sizes on TAP 1 taps ifalternate sizes are enabled. Sizes 1-4 correspond to the fourpossible portions for 1544 Infinity dispensers.Note that for cocktails you're entering default portion sizesand prices for each Ingredient in the cocktail in addition toa default Cocktail Price.6. Repeat steps 4 and 5 for any Price Level tab that has pricesand/or portions you want to change.7. Click Save As Default to save the prices and portions youjust entered (on all tabs) as the default prices and portionsfor this product type.8. Repeat steps 3 through 7 to enter default prices and portionsfor other product types.9. Click Close to exit the Price and Portion Defaults screen.NotesqYou can also set default prices and portions for a producttype when you enter a brand's prices and portions and usethe Save as Default button. See Brand Prices and Portionsin this section.qIf you want to enter prices and portions other than thedefaults for a particular brand see Brand Prices and Portionsin this section.qChanging price and portion defaults does not affect anyexisting brand prices and portions.Cocktail DefaultslEven though all your cocktailrecipes are different, you mayhave several recipes with a 1/2oz ingredient and a 1 ozingredient. By defining defaultportions and prices foringredients, you can save timere-entering the same numbersin each recipe.lWhen you create a cocktailrecipe (see Cocktail Prices andPortions), any unused defaultprices and portions areremoved from the recipe, soit's okay to define defaultshere that some cocktailswon't use.
11-8 Infinity Installation/Service and User ManualSwitch Product TypeYou can change the product type designation of a brand when you modify a brands setup.Switching a brands product type is useful if a brand's product type was defined incorrectly andyou want to switch to the correct product type.nTo switch a product type:1. Run Manager.2. Pull down the Pouring menu and point to BrandOperations. Click Brand List Setup....3. Select the Product Type.4. Select the Brand Name.5. Click Modify....6. Click Switch Type....Product TypesProduct types are categoriesInfinity uses to organize thebrand list.lBeer can only be assigned toTAP 1 dispensers.lCocktails can only be assignedto Laser dispensers.lLiquor can be assigned toLaser or All-Bottledispensers.lMixers can be assigned toany dispenser.lOther can be assigned to anydispenser.lWine can be assigned to anydispenser.
Advanced Brand Operations 11-9Switching RestrictionslBeer can be switched to theMixer, Wine or Other producttype.lCocktails can't be switched toany other product type.lLiquor can be switched to theWine, Mixer or Other producttype.lMixers can be switched to theLiquor, Wine, Beer or Otherproduct type.lOther can be switched to theLiquor, Beer, Mixer or Otherproduct type.lWine can be switched to theLiquor, Beer, Mixer or Otherproduct type.lIf a brand is assigned todispensers, the switch isrestricted to the producttypes allowed on thosedispensers.7. Select the product type you want to Switch To.8. Click OK to proceed or click Close to exit without savingany changes.A message reminds you that a change in product type mayresult in a loss of higher sizes or price levels if the producttypes do not have the same number of sizes and price levels.9. Click Yes to complete the product type switch or click No tocancel the switch.10. Click OK to save your entries and exit the Modify Brandscreen.11. Click Close to exit the Brand List Setup screen.
11-10 Infinity Installation/Service and User ManualRename a Brand or CocktailYou can easily rename any brand or cocktail in the brand list. The name change does not changethe other setup features of the brand or cocktail (e.g. cost, cocktail ingredients, prices andportions). It just replaces the old name with a new one everywhere it is used.nTo rename a brand or cocktail:1. Run Manager.2. Pull down the Pouring menu and point to BrandOperations. Click Brand List Setup....3. Select the Product Type.4. Select the Brand Name.5. Select Show All Options.6. Click Rename....
Advanced Brand Operations 11-117. Type in the brand or cocktail's New Name. It can be up to19 characters.8. Click OK to save your entry and exit the screen. ClickCancel to exit the screen without saving any changes.9. Click Close to exit the Brand List Setup screen.
11-12 Infinity Installation/Service and User ManualDelete a Brand or CocktailUse this feature to remove the name of a brand or cocktail from the brand list. The brand orcocktail's prices and portions are deleted at the same time. If you delete a brand from the list thatis already assigned to dispensers, all of the assignments are lost as well as any sales data for thebrand. (To preserve the sales data, see Archive and Clear Sales (Z) in the Reports section.) Youcan't delete a brand that is an ingredient in a cocktail recipe assigned to Laser dispensers. (Tomodify cocktail recipes see Cocktail Prices and Portions in this section.)nTo delete a brand or cocktail:1. Run Manager.2. Pull down the Pouring menu and point to BrandOperations. Click Brand List Setup....3. Select the Product Type.4. Select the Brand Name.5. Select Show All Options.6. Click Delete.
Advanced Brand Operations 11-137. Click Yes to confirm the deletion or click No to cancel thedeletion.8. Click Close to exit the Brand List Setup screen.NotesqIf you want to quickly delete all unused brands andcocktails from the brand list see Delete Unused Brands andCocktails in this section.qAssigned Brand popup screen: If you're deleting a brandalready assigned to dispensers, a list of dispenserassignments appears. Click Continue... to unassign thebrand from the dispenser(s) and delete it from the list.qRequired Ingredient popup screen: If you attempt todelete a brand that is part of a cocktail recipe, a list of theaffected cocktail recipes appears. Click Cancel to exit thescreen and abort the deletion process. You can't delete thebrand unless it is removed from all cocktail recipes.
11-14 Infinity Installation/Service and User ManualAssign PLUs to Brands and CocktailsTo accurately compare data from Infinity and a sales terminal on a Reconciliation report or touse Interface, you need to assign PLUs to brands and cocktails in Infinity that match the PLUassignments at the sales terminal. Get the list of PLUs from the sales terminal and match themwith the correct brands, sizes and price levels in Infinity. You can assign PLUs at the same timeyou enter a brands prices and portions or you can go back and enter or change them at any time.If you use the Reconciliation report, you may need to create PLU "recipes" in Infinity for someof the PLUs used at the sales terminal. See About PLU Recipes and Create and Assign a PLURecipe in the Reconciliation and Variance Reports section.nTo assign PLUs to brands and cocktails:1. Run Manager.2. Pull down the Pouring menu and click Prices andPortions....3. Select the Product Type.4. Select the brand's Prices and Portions you want to give aPLU.Beer prices,portions and PLUsPLU ColumnThe PLU column is shown underany of the following conditions:lYou've installed Interfacesoftware.lYou've enabled theReconciliation report feature.lYou've selected Show PLU onthe Preferences screen.
Advanced Brand Operations 11-15DefaultslThere are no factory defaultPLUs.lIf you click Save As Defaultafter you've entered prices,portions and PLUs, only theprices and portions on alltabs become the defaults forthat product type. PLUs arenot saved as defaults.5. Click Modify....6. Click a Price Level tab that has PLUs you want to enter orchange.7. Type the correct PLU for each Size listed on the tab. Sizes1-3 correspond to the three possible portion sizes (small,regular and large) for All-Bottle 7 and Laser dispensers.Sizes 1-8 correspond to the eight possible sizes on TAP 1taps if alternate sizes are enabled. (If you don't use alternatesizes don't worry about sizes 5-8.) Sizes 1-4 correspond tothe four possible portions (small, regular, large and special)for 1544 Infinity ECU dispensers.8. Repeat steps 6 and 7 for any Price Level tab that needsPLUs.9. Click OK to save your entries on all tabs. Click Cancel toexit the screen without saving.10. Repeat steps 3-9 for every brand that needs PLUs.11. Click Close to exit the Prices and Portions Setup screen.Liquor, Wine andMixer prices,portions and PLUsPLUslInfinity accepts numbers to999,999,999 as a PLU.lPLUs to be used withInterface can be up to65535.lDepending on the salesterminal, the PLU may be thesame for every size at acertain price level or it may bedifferent.
11-16 Infinity Installation/Service and User ManualRename a Price Portion CategoryYou can rename a category of prices and portions if you need to. ("Standard" is an example of aprice/portion category.) Renaming a price/portion category for a single brand changes thecategory name for all brands using that category.nTo rename a price portion category:1. Run Manager.2. Pull down the Pouring menu and click Prices andPortions....3. Select the Product Type.4. Select the brand's Prices and Portions you want to rename.5. Select Show All Options.6. Click Rename....Show Product AssignmentsCheck Show ProductAssignments to see whichdispensers pour this brand.
Advanced Brand Operations 11-177. Type the New Name for the prices and portions category.8. Click OK to save the new name or Cancel to exit withoutsaving.9. Click Close to exit the Prices and Portions Setup screen.NoteqRenaming a price/portion category does not create newprices and portions. If you want to create a new category ofprices and portions, see Create a New Price PortionCategory in this section.
11-18 Infinity Installation/Service and User ManualCreate a New Price Portion CategoryYou can define additional price/portion categories for a brand or cocktail if necessary. If you donot have any more price or portion differences than you have price levels, it may be easier to justuse price levels than to create additional categories. You can create as many new price/portioncategories as you need. Each new category of prices and portions includes a new set of pricelevels. The prices and portions are distinguished from each other by the names you give them,for example, Absolut--Standard, Absolut--Restaurant, Absolut--Dancing. You perform this taskfor each brand individually.nTo create a new price portion category:1. Run Manager.2. Pull down the Pouring menu and click Prices andPortions....3. Select the Product Type.4. Select the brand's Prices and Portions on which to base thenew prices and portions.5. Select Show All Options.6. Click Copy.... (You are making a copy of the displayedprices and portions so you can change them.)Show Product AssignmentsCheck Show ProductAssignments to see whichdispensers pour this brand.
Advanced Brand Operations 11-197. Select an existing Category name and click Continue....Proceed with step 11.ORClick New... to create a new category name.8. Type the New Name for your prices and portions category.Do not type the name of the brand. (For example, typeDancing not Absolut--Dancing.)9. Click Continue....10. Click Continue.... to enter prices and portions under the newname you just entered or click Cancel to exit without savingthe new name you entered.11. Follow the steps outlined in Brand Prices and Portions inthis section to enter the correct prices and portions.12. Click Close to exit the Prices and Portions Setup screen.
11-20 Infinity Installation/Service and User ManualSwitch a Price Portion CategoryOnce you've created additional price portion categories, you can use this feature to quickly switchthe price portion category of all brands that qualify for the switch. (Note that you can also makepricing changes with price levels.) For example, if you create a new price portion category for anOktoberfest promotion, you can easily switch your brands to pour at Oktoberfest prices. Thebrands to be switched must have an Oktoberfest category defined. (Any brands without anOktoberfest category do not receive the switch.) When the promotion ends, you can switch fromOktoberfest back to any other price portion category you've defined.nTo switch a price portion category:1. Run Manager.2. Pull down the Pouring menu and click Prices andPortions....3. Select the Product Type.4. Select a brand's Prices and Portions you want to switch.You're selecting the brand and also the category name. (Theswitch is performed for every assigned brand in your list thathas the category name you select and also the new categoryname you're switching to.) You must select a brand that hasmore than one price portion category defined.5. Select Show All Options.6. Click Switch....Show Product AssignmentsCheck Show ProductAssignments to see whichdispensers pour this brand.
Advanced Brand Operations 11-217. Select the category you want to switch to.8. Click OK.9. Click OK after reading the confirmation message or clickCancel to abort the switch process.The confirmation message tells you which brands willreceive the switch and which will not.10. Wait while the switch is broadcast to the ECU(s).11. Click Close to exit the Prices and Portions Setup screen.NotesqSwitching a price portion category doesn't delete the oldcategory.qIf a cocktail qualifies for the switch with the correct categoryname, but doesn't have the same ingredient list for the oldand new categories, it won't be switched.qSwitching occurs for all brands that qualify in your system.Schedule a SwitchYou can automatically switchprice portion categories atspecific times by including theswitch in a schedule. See Createa Time Schedule in theSchedules section.
11-22 Infinity Installation/Service and User ManualDelete a Brand or Cocktail's Prices and PortionsYou cannot delete a brand or cocktail's prices and portions if they are currently assigned to adispenser. Deleting a category of prices and portions deletes the brand from the brand list if youhaven't previously defined another category of prices and portions for the brand.nTo delete a brand or cocktail's prices and portions:1. Run Manager.2. Pull down the Pouring menu and click Prices andPortions....3. Select the Product Type.4. Select the Brand Name.5. Select Show All Options.6. Click Delete.7. Click Yes to confirm the deletion or click No to cancel thedeletion.
Advanced Brand Operations 11-238. Click Close to exit the Prices and Portions Setup screen.NoteqIf you try to delete a brand or cocktail's prices and portionsthat are already assigned to a dispenser, a list appearsshowing the dispenser assignments.Click Cancel after viewing the list.Click OK after viewing the message.qIf you want to quickly delete all unused brands and cocktailsand their prices and portions, see Delete Unused Brands andCocktails in this section.
SECTION12Calibration ensures the amount of beverage poured by a dispenser matches theamount recorded by the ECU. Unless you calibrate your dispensers they can't beexpected to pour accurate portion sizes. After you've assigned brands to eachdispenser, you must calibrate the dispensers by checking the accuracy ofcalibration pours and making any necessary adjustments using Infinity software.If you are converting a stand-alone TAP 1 system to work with Infinity, enter themeter counts and flow rates (listed on a TAP 1 configuration report) beforeperforming calibration. See Initialize Calibration Values in this section. Thissection provides help with the following tasks:What is Calibration? .....................................................................12-2Align All-Bottle 7 Activator Rings ...............................................12-4Store Alignment Values................................................................. 12-6Default Alignment Values .............................................................12-8Calibrate Dispensers ...................................................................12-10Show Advanced Calibration Choices.......................................... 12-16Modify Calibration Units and Accuracy .....................................12-17Enter Calibration Mode .............................................................. 12-19Exit Calibration Mode ................................................................ 12-22Initialize Calibration Values........................................................ 12-23Calibration
12-2 Infinity Installation/Service and User ManualWhat is Calibration?Calibration is the process of checking and adjusting the amount of beverage poured from eachInfinity dispenser. Using the calibration process, you tell Infinity how long to pour individualbrands at a specific dispenser to achieve the desired portion size. If you are unsure about the needfor calibration or the process involved in calibrating an Infinity system, the following tips maybe helpful.Why do I have to calibrate?Isn't the system calibrated at the factory?It's true that each Infinity dispenser is set up with defaultcalibration values. However, these values are identical for everyAll-Bottle pourer code and Laser gun button. (TAP 1 taps havedefault flow meter counts or flow rates.) Since each system isunique as to brands poured, lengths of tubing, location ofequipment, etc., the default calibration values may giveunpredictable results. The actual flow rates of different brandscan vary significantly. (A two second pour of Schnapps yieldsless volume than a two second pour of vodka.) Slight variationsin lengths of tubing runs or tubing diameters also affect theaccuracy of pours. The only way to make sure a system poursaccurately is to calibrate each dispenser using the brandsassigned to the dispensers.Can't I just copy thecalibration of one dispenserto another?Yes, if you have All-Bottle dispensers. You can calibrate thecoded pourers of one dispenser and copy the calibration valuesto any other All-Bottle dispensers pouring identical brands.(Since All-Bottle dispensers do not use tubing, there is littlevariation in calibration values between two dispensers that pouridentical brands.) See Copy ECU or Copy Dispenser in theBrands, Cocktails, Prices and Portions section.You can't copy the calibration values of Laser or TAP 1dispensers. Each Laser gun or tap controller has its own tubinglength, beverage source, etc., so each needs to be calibratedseparately. However, you can use the Dispenser Calibrationfeature to calibrate one button on a Laser gun and copy its valuesto all other buttons on the gun. (See Calibrate Dispensers in thissection.) Be sure to calibrate other buttons on the gun that pourbeverages with significantly different flow rates (Amaretto, forinstance). You don't have to calibrate each button on a TAP 1 tap.What is activator ringalignment? Is it thesame as calibrating?Activator ring alignment is only performed for All-Bottle 7dispensers. It ensures the activator ring accurately recognizeseach pourer code. Though the activator ring is aligned at thefactory, the subtle electronic signals it uses to identify the pourercodes can be affected by installation and changes in componentsor cables. Aligning the activator ring is a separate task andshould be performed before calibration.
Calibration 12-3How does calibrationwork?When you calibrate, you put a dispenser in calibration "mode".In this mode, the dispenser pours only calibration portion sizes.You then go to the dispenser and pour a calibration portion sizein a measuring cup or cylinder. At the computer, you enter theexact amount poured. Infinity calculates the difference betweenthe amount poured and the calibration portion size. It calculatesthe difference as a percentage and determines if the percentage iswithin the defined level of accuracy.What is level of accuracyor % accuracy?For example, the calibration portion size for TAP 1 is 16 oz. Ifyou pour at a tap and the pour measures only 14 oz, thedifference between the expected pour and the actual pour is 2 oz.Figured as a percentage, 2 oz is 12.5% of the calibration portionsize. Since 12.5% is greater than the acceptable 10% difference,Infinity prompts you to pour again. The next pour measures 15oz, which has a percentage difference of 6.2% from the expectedamount. Since 6.2% is within the 10% level of accuracy, theamount poured is considered close enough to the expectedamount. You can move on to calibrate the next tap. (You don'thave to perform any calculations to calibrate--Infinity does allthe calculating.)When do I calibrate? You should calibrate a new system after you've installed allhardware and software and set up the equipment in the software.You should re-calibrate a dispenser if you change the brandspoured at the dispenser, or if you make any adjustments todelivery pressure, tubing diameter, etc., or if a brand appears topour inaccurate portions. Berg recommends you calibrate All-Bottle pourers when the beverage volume is in the middle thirdof the bottle.What if I don't calibrate? If you don't calibrate a new system, unexpected portion sizesoften result. If you then try to adjust portion size amounts toaccount for the unexpected portions, you'll only create morechances for errors in the system. When you call Berg servicepersonnel for help with the errors, they'll ask you to calibrate thesystem before proceeding with anything else.The level of accuracy is the percentage difference between theamount poured and the amount expected. (A 0% differencemeans the pour measures exactly as expected.) The default levelof accuracy for Infinity is a difference of no greater than 10%between the actual pour and the expected pour. If a pour has apercentage difference greater than 10%, you can choose to pouragain. (You can change the default 10% level of accuracy. SeeModify Calibration Units and Accuracy in this section.)Example of % accuracy
12-4 Infinity Installation/Service and User ManualAlign All-Bottle 7 Activator RingsAll-Bottle activator rings "read" the subtle electronic signals on each coded pourer to assign thecorrect price and portion information to a pour. Aligning the activator rings is an importantprocedure that ensures the activator rings can recognize each pourer's code. You should performthe alignment before calibration and any time you make changes to the I-Box or the activator ringitself. Even changing the length of the cable between the ECU and the I-Box can alter activatorring alignment, so perform this procedure as needed. Use a complete set of coded pourers whenyou perform the activator ring alignment. You don't need to perform this task for 1544 InfinityECUs or All-Bottle ID dispensers.nTo align All-Bottle activator rings:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.Click Align Activator Rings.....3. Select the name of the Network.4. Select the number of the ECU with an All-Bottle activatorring you want to align. Only ECUs with an All-Bottledispenser are shown.5. Click Run to put the activator ring into alignment mode.A message reminds you of the need for a complete set ofcoded pourers. Make sure the activator ring is in an uprightposition before proceeding.6. Click Yes to continue with the alignment or click No tocancel the alignment.
Calibration 12-57. Repeat steps 3-6 for every ECU with an activator ring youwant to align.8. Go to any of the activator rings you put into alignmentmode. Take a complete set of coded pourers with you.9. Hold the activator ring upright (as though you wereholding a bottle) and place the coded pourers in sequencewithin convenient reach of your other hand.10. Make sure the dispenser is ready for you to continue byobserving the lights on the dispenser. All six of the portionsize and price level indicator lights should be off while theBerg light is blinking.11. IMPORTANT. Turn the empty activator ring over as if topour a drink and hold the ring in this position until theprice level indicator lights change. (This transmits the "no-bottle" state of the activator ring to the ECU.)12. Return the activator ring to the upright position and insertthe pourer that corresponds to the display of price levelindicator lights (see the code chart).13. Tip the activator ring and the pourer upside down and holdin this position until the price level indicator lights changeagain. (Tipping the activator ring signals the ECU to readthe pourer code and change the indicator lights.)14. Repeat steps 12 and 13 for each of the other codedpourers.If a wrong pourer is used for any part of the alignmentprocedure, finish all remaining tilts for that ECU beforestarting over at step 3 for that ECU (just tilting with anempty ring is OK).15. When you've completed the alignment using all codedpourers, the Berg light stops blinking to indicate theprocedure for that dispenser is finished.16. Repeat steps 8-15 for every activator ring you want toalign.17. Return to the computer and click Close to exit the AlignActivator Rings screen.18. Import the activator ring alignment values from the ECUsto the computer. See Store Alignment Values in thissection.Portion sizeindicator lights Price levelindicator lightsBerg lightCode Chart
12-6 Infinity Installation/Service and User ManualStore Alignment ValuesPerform this procedure after aligning All-Bottle activator rings. This procedure imports theactivator ring alignment values from the ECUs to "store" them at the computer. It's important forthe computer to have a copy of the alignment values so they can be reset at the ECUs ifnecessary. (If you perform a Restore Station Memory, alignment values at the ECU are resetusing the values stored at the computer.)nTo store alignment values:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.Click Store Alignment Values.....3. Select the name of the Station or Group with alignmentvalues you want to import. (Select your master group toimport the values for all activator rings in one step.)4. Click Run to import the alignment values from the ECU(s)to the computer.
Calibration 12-7A message informs you when the alignment values arestored.5. Click Close to exit the Store Alignment Values screen.NoteqIf you forget to store alignment values at the computer afterperforming an activator ring alignment, you'll be promptedto perform this task when you exit the Manager program.Click Yes to store the alignment values.
12-8 Infinity Installation/Service and User ManualDefault Alignment ValuesWhen you set up a new ECU with an All-Bottle dispenser in the software, default alignmentvalues are automatically defined for that activator ring. If you do not have a complete set ofcoded pourers or something happened to the stored alignment values in your database, use thisprocedure as a temporary way to set up activator ring alignment values. (If the default values donot work for your coded pourers, you'll need to perform the alignment process. See Align All-Bottle Activator Rings in this section.) Berg recommends always aligning the activator rings.nTo set default alignment values:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.Click Default Alignment Values.....3. Select the name of the Network.4. Select the number of the ECU with an All-Bottle activatorring.5. Click Run to set default alignment values for the ECU.
Calibration 12-9A message informs you when the default values are set.6. Repeat steps 3-5 for every ECU with an All-Bottle activatorring.7. Click Close to exit the Set Default Alignment Valuesscreen.
12-10 Infinity Installation/Service and User ManualCalibrate DispensersCalibration is vital to the successful installation and maintenance of an Infinity system.Calibration provides the data Infinity uses to fine-tune the duration of each pour and deliveraccurate portions. The calibration procedure involves measuring pours at the dispensers, enteringthe amount of the pours at the computer, and re-pouring and measuring (as necessary) until thelevel of accuracy for the pour is acceptable. The default level of accuracy is 10% of thecalibration portion size. The calibration portion size is shown using the unit of measure selectedfor your system. If you need to change the unit of measure (for calibration only) or the level ofaccuracy see Calibration Units and Accuracy in this section. It's helpful to have a partner or carrya portable computer from dispenser to dispenser when performing the calibration procedure.nTo calibrate dispensers:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.Click Calibrate.....3. Select the name of the Network.4. Select the ECU with dispensers you want to calibrate.5. Click Continue....The Select a Brand to Calibrate screen appears. The tabson the screen of an Infinity ECU represent the Laser and All-Bottle dispensers connected to the ECU.If you want to put more thanone ECU into calibration modeat a time see Enter CalibrationMode in this section.
Calibration 12-116. Select a Button number (Laser), pourer Code number (All-Bottle) or Disp. number (TAP 1) on the displayed dispensertab.7. Click Continue... to perform calibration only for the Buttonnumber, pourer Code number or Disp. number you haveselected.ORClick Dispenser Cal... to perform a dispenser calibration forthe displayed dispenser (All-Bottle or Laser only). Select abrand that is representative of the viscosity (or thickness) ofmost brands at the dispenser.This calibrates the button number or coded pourer you haveselected and copies its calibration values to all other buttonnumbers or coded pourers at the dispenser. Click Yes tocontinue.(continued on next page)Laser andAll-BottledispensersDispenser CalibrationlYou can speed up the processof calibrating All-Bottlepourer codes and Laser gunbuttons using "dispensercalibration". (Click theDispenser Cal... button.)lDispenser calibration copiesthe timing values of theselected Laser button to allother buttons on the gun orthe values of one pourer codeto all other All-Bottle codesat the dispenser. This bringsthe values for all buttons orcoded pourers (at thatdispenser) closer to thecorrect range.lYou still have to calibrate theother buttons and pourercodes using "brandcalibration"just clickContinue... after you select abrand. (Use the DispenserCal... button only once foreach dispenser.)
12-12 Infinity Installation/Service and User ManualORClick List Cal... to calibrate the brand you've selected andcopy its calibration values to other brands at this dispenseryou select (All-Bottle or Laser only).Select the brands to receive the calibration values and clickContinue.... (Use the space bar or a mouse click to select orde-select brands. Click Select All to select all brands orClear to de-select all brands.)Wait while the dispenser is put into calibration mode.8. Click OK when you've read the message about enteringcalibration mode.9. Go to the dispenser and pour a drink using a measuring cupor graduated cylinder. Record the amount of each pour.At an All-Bottle or Laser dispenser, pour a small portion firstand then a large portion with the button number or codedList CalibrationlList calibration is similar toDispenser calibration.However, you can select whichbrands at the dispenserreceive the selected brand'scalibration values.lList calibration copies thetiming values of the selectedbrand to other brands whichyou select on the gun. Or itcopies the values of onepourer code to any otherpourer code you select at thedispenser. This brings thevalues for all buttons orcoded pourers which you'veselected closer to the correctrange.lFor the most accuracy, youstill have to calibrate theother buttons and pourercodes using "brandcalibration"just clickContinue... after you select abrand.Calibration Portion SizeslYou can define your small andlarge calibration portion sizes.See Modify Calibration Unitsand Accuracy in this section.Berg recommends youcalibrate All-Bottle pourerswhen the beverage volume is inthe middle third of the bottle.
Calibration 12-13pourer you selected. (For EPROMs 3.0 or greater, All-Bottleand Laser dispensers automatically switch to small portionsize when put in calibration mode. After you pour a smallportion, they switch to large. You can still toggle between thetwo. You can't set the portion size to regular.)At a TAP 1 tap, pour a single portion with button 1 at the tapnumber you selected. (Wait for any foam to settle beforemeasuring.)At a 1544 Infinity ECU, pour a single portion with the codedpourer you selected.10. At the computer type the exact amount poured for the smallportion in the Small Portion Actual field and the exactamount poured for the large portion in the Large PortionActual field.ORType a TAP 1 amount in the Tap 1 Portion Actual field or a1544 amount in the 1544 Portion Actual field.11. Click OK.(continued on next page)Calibration ModelIn calibration mode, theregular portion size won't workon Laser and All-Bottledispensers and all tapbuttons pour 16 oz. WithEPROMs 3.0 or greater, theportion size light at the I-Boxor on the Laser gun blinks andthe lights behind tap buttons2, 3, and 4 go out. When a1544 Infinity ECU is incalibration mode, all size andprice level lights go on. An All-Bottle ID dispenser displays"Calibrate" and the intendedpour size.l When you complete the stepsin this procedure, thedispenser is automaticallytaken out of calibration mode.With EPROMs 3.0 or greater,none of the calibration poursare recorded as sales.Monitor Mode Calibration(TAP 1)lWhen you calibrate flowmeters in lines without TAP 1tap controllers, you can'tdiscern calibration mode atthe tap with lights orprogrammed portion sizes.lPerform the same calibrationsteps. The amount you pourwill be compared with theamount recorded by the ECU.(The amount you pour is notfixed at 16 oz.) Pour at leasta full glass or representativepour. Calibration pours will berecorded as sales.
12-14 Infinity Installation/Service and User ManualInfinity displays new calibration values based on theamounts you entered.12. If the values are within the accepted accuracy range, you'llsee a message displaying the values. Click OK. Proceedwith step 14.ORIf the values are not within the accepted accuracy range,click Yes to re-calibrate. If you click No, Infinity considersthe brand calibrated but it might not pour at the acceptedlevel of accuracy.13. If you clicked Yes repeat steps 9-12 until the level ofaccuracy is acceptable. Each time you enter a new amountfor an actual pour, Infinity recalculates the timing valuesneeded to bring the actual pour closer to the calibrationportion size.Level of AccuracyLevel of accuracy is thepercentage of differencebetween the amount poured andamount expected. The defaultlevel of accuracy is 10%.
Calibration 12-1514. Select the next button, coded pourer or tap to calibrate andrepeat steps 7-13. Do not click Dispenser Cal... for morethan one button or coded pourer at the dispenser.15. When you've calibrated all button numbers or coded pourersat a dispenser, click the tab for the next dispenser (if any) atan Infinity ECU and repeat steps 7-14.16. When you've calibrated all dispensers at the ECU clickClose to exit the Select a Brand to Calibrate screen.17. Repeat steps 3-16 for each ECU in the system.18. Click Close to exit the Calibrate - Select a Unit screen.NotesqIf you are converting a stand-alone TAP 1 system to workwith Infinity, enter the meter counts and flow rates (listedon a TAP 1 configuration report) in the software beforeperforming calibration. See Initialize Calibration Values inthis section.qYou can copy the calibration values of an All-Bottledispenser to another All-Bottle dispenser. See CopyDispenser Assignments in the Brands, Cocktails, Prices andPortions section. You can't copy the calibration values ofLaser or TAP 1 dispensers to other dispensers.qAll-Bottle ID dispenser calibration values are automaticallycopied to all other All-Bottle ID dispensers.TAP 1dispensers
12-16 Infinity Installation/Service and User ManualShow Advanced Calibration ChoicesTo see more calibration menu items you can select this option. The additional menu items helpyou perform tasks you may not use your first time calibrating an Infinity system. The advancedcalibration choices include the following menu items: Units and Accuracy..., Enter CalibrationMode..., Exit Calibration Mode, and Initialize Calibration Values....nTo access advanced calibration choices:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.3. Click Show Advanced Choices to see additional menuitems.The menu disappears. When you access it again theCalibration menu shows additional items and continues todo so until you hide them again.nTo hide advanced calibration choices:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.3. Click Show Advanced Choices (it should be checked) tohide the additional menu items.The menu disappears. When you access it again theCalibration menu hides the additional items and continuesto do so until you access them again.
Calibration 12-17Modify Calibration Units and AccuracyPerform this task if you want to change the default calibration unit of measure, the defaultcalibration level of accuracy, or the default calibration portion sizes. A common reason forchanging the default unit of measure is the use of metric units on graduated cylinders. You canchange the calibration unit of measure to milliliters (or any other unit) without affecting the unitof measure set up for the entire system. The default level of accuracy is 10% but you may wantto change this if you need a higher level of accuracy. You may want to modify the defaultcalibration portion sizes if you prefer to pour calibration portions that are exactly the same asyour small and large portion sizes. To perform this task you must first expand the Calibrationmenu. See Show Advanced Calibration Choices in this section.nTo modify calibration units and accuracy:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.Click Units and Accuracy..... (Show Advanced Choicesmust be checked.)3. Select the Units in which to measure calibration portionsizes. Choose from ounces (oz), milliliters (ml), cubiccentimeters (cc), centiliters (cl) or liters (l). (Your selectionchanges the calibration unit only; it doesn't change the unitof measure you selected on the Country Options screen.)The default calibration unit of measure is whatever unityour system uses.4. Type the % Accuracy. The percentage of accuracy is thepercentage difference between the amount actually pouredand the calibration portion size. The percentage of accuracymust be between 2% (high level of accuracy) and 50% (lowlevel of accuracy). The default level of accuracy is 10%.(For further discussion of level of accuracy see What isCalibration? in this section.)
12-18 Infinity Installation/Service and User Manual5. Type the Small Portion size. This is the small portion sizeAll-Bottle and Laser dispensers pour when they are incalibration mode. The small portion size must be at least .5oz (15 ml) and no larger than one-third of the large portionsize. The default small portion size is .5 oz (15 ml).6. Type the Large Portion size. This is the large portion sizeAll-Bottle and Laser dispensers pour when they are incalibration mode. The large portion size must be at least 3times greater than the small portion size and no greater than6 oz (150 ml). The default large portion size is 1.5 oz (45ml).7. Type the 1544 Portion size. This is the single portion size1544 Infinity ECUs pour when they are in calibration mode.This portion size must be between .5 oz (15 ml) and 6 oz(150 ml). The default 1544 portion size is 1 oz (30 ml).8. Click OK to save your entries and exit the CalibrationUnits and Accuracy screen.NotesqYou can't modify the TAP 1 calibration portion sizeitremains set at 16 oz (475 ml).qInfinity retains any changes you make to calibration unitsand accuracy.
Calibration 12-19Enter Calibration ModeThis advanced calibration feature lets you put any number of ECUs in calibration mode at thesame time. You still perform the same basic calibration tasks described in Calibrate AllDispensers in this section. However, if you use this feature you can save trips back and forth tothe computer. For example, if the computer is in an office distant from the bar, you can go to theoffice, put all the ECUs in calibration mode and then go to the bar. At the bar, you can pour andrecord calibration portions at all dispensers. Then go back to the office to enter the actual pouramounts. Jot down any dispensers that need an additional pour (click No when prompted to"recalibrate at this time"). Go back to the dispensers that need more pours and record the pouramounts. Return to the office to enter the amounts, etc. Instead of making all the back and forthtrips for each ECU, you're making them for the entire system. To use this calibration feature, firstexpand the Calibration menu. See Show Advanced Calibration Choices in this section.nTo enter calibration mode for one or more ECUs:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.Click Enter Calibration Mode..... (Show AdvancedChoices must be checked.)3. Select the name of the Network.4. Select the number of the ECU with dispensers you want tocalibrate.5. Click Run.Wait while the ECU is put into calibration mode.When anECU is in calibration mode, the regular portion size won'twork on Laser and All-Bottle dispensers and all tap buttonspour 16 oz. With EPROMS 3.0 or greater, the small portionsize light at the I-Box and on the Laser guns blinks. (Afteryou pour a small portion, the large portion size light blinks.)The lights behind tap buttons 2, 3, and 4 go out. The sizeand price level lights of a 1544 Infinity ECU go on.
12-20 Infinity Installation/Service and User Manual6. Click OK when you've read the message box about enteringcalibration mode.The ECU you have selected now pours calibration portionsizes on all dispensers and continues to do so until you useExit Calibration Mode... or exit the Manager program.(With EPROMS 3.0 or greater, none of the pours arerecorded as sales.) This message only appears for the firstECU you put in calibration mode.7. Repeat steps 3-5 for each ECU you want to put in calibrationmode.8. Click Close to exit the Enter Calibration Mode screenwhen you have finished entering ECUs.9. Go to the dispensers and pour drink(s) using a measuringcup or graduated cylinder. Record the Laser gun buttonnumber or the All-Bottle coded pourer number or the tapcontroller number and the exact amount of each pour.At an All-Bottle or Laser dispenser, pour a small portionfirst and then a large portion. (For EPROMS 3.0 or greater,All-Bottle and Laser dispensers automatically switch tosmall portion size when put in calibration mode. After youpour a small portion, they switch to large. You can presseither the small or large portion size buttons to togglebetween the two sizes. You can't set the portion size toregular.)At a TAP 1 tap, pour a single portion with button 1.At a 1544 Infinity ECU, pour a single portion with theselected coded pourer. Sizes or price levels can't be changed.Berg recommends youcalibrate All-Bottle pourerswhen the beverage volume is inthe middle third of the bottle.
Calibration 12-2110. Perform the steps outlined in Calibrate All-Bottle or LaserDispensers or Calibrate TAP 1 Dispensers. The onlydifference is you have already entered calibration mode andmade your calibration pours. You still have to select oneECU at a time and enter the amount of the calibration pours.If the level of accuracy is not acceptable for a pour and youwant to conserve trips to the bar, click No when prompted torecalibrate at this time. Write down all dispensers that needadditional pours. When you finish entering pour amountsmake another trip to the bar for additional pours and thenreturn to the computer to re-enter the amounts.11. When you have completed the calibration process and wantto take all the ECUs out of calibration mode, perform thesteps outlined in Exit Calibration Mode in this section. (TheECUs are not automatically taken out of calibration modewhen you complete the calibration process.)NotesqIf you change your mind, get interrupted or for any otherreason want to take an ECU out of calibration mode beforethe calibration process is complete see Exit CalibrationMode in this section.qIf you forget to take the ECUs out of calibration mode, youwon't be able to pour a regular portion size at Laser or All-Bottle dispensers and all tap buttons pour 16 oz (475 ml).With EPROMs 3.0 or greater, the lights help you see if adispenser is still in calibration mode.qIf you exit the Manager program with ECUs still incalibration mode the ECUs are automatically taken out ofcalibration mode.
12-22 Infinity Installation/Service and User ManualExit Calibration ModeUse this advanced calibration choice only if you have used the Enter Calibration Mode... menuitem. You do not have to use this feature if you complete the calibration process outlined inCalibrate All Dispensers. This procedure exits calibration mode for all ECUs. (You can't selectspecific ECUs to exit calibration mode.) To use this calibration feature you must first expand theCalibration menu. See Show Advanced Calibration Choices in this section.nTo exit calibration mode:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.Click Exit Calibration Mode..... (Show Advanced Choicesmust be checked.)3. Click Yes to exit calibration mode for all ECUs. Click No tostay in calibration mode.4. Wait while the ECUs are taken out of calibration mode.NoteqIf you exit the Manager program with ECUs still incalibration mode the ECUs are automatically taken out ofcalibration mode.
Calibration 12-23Initialize Calibration ValuesPerform this task if you know the correct timing values or meter count/flow rate numbers foryour dispensers. Entering the correct values speeds up the calibration process and is helpful ifyou are upgrading a system and already know the exact values or when something happens toyour database and you need to re-enter the values. (The delay/cal values and meter count/flowrate values can be found on a price/portion report.) To use this calibration feature you must firstexpand the Calibration menu. See Show Advanced Calibration Choices in this section.nTo initialize calibration values:1. Run Manager.2. Pull down the Equipment menu and point to Calibration.Click Initialize Calibration Values..... (Show AdvancedChoices must be checked.)3. Select the name of the Network.4. Select the number of the ECU with delay/cal values ormeter count/flow rates you want to change.5. Click Continue....(continued on next page)Switching to High FlowPourersIf you switch from standard flowto high flow pourers, you shouldre-calibrate the brands usingthe new pourers. You can speedup the calibration process byentering the high flow Delay andCal values before calibration.
12-24 Infinity Installation/Service and User Manual6. For an Infinity ECU type in the correct values in the Delayand Cal fields for each button number on the displayedLaser dispenser or each coded pourer on an All-Bottledispenser.For a 1544 Infinity ECU type in the correct values in the Calfields for each coded pourer. (The Delay values are fixed.)Delay and Cal are the timing values adjusted duringcalibration to regulate the duration of each pour. The defaultvalues are listed in the following table. Default delay valuesmay vary based on dispenser type, pourer type and/orassigned brand.7. Click the tab for the next dispenser (if any) and repeat step6.Load DefaultsClick Load Defaults to see thedefault calibration values on alltabs. You'll be prompted tochoose standard or high flowpourers if you have an All-Bottle 7 dispenser.
Calibration 12-258. For a TAP 1 ECU type in the correct flow rate in the Timerfield or the correct flow meter count in the Meter field foreach tap controller.The default flow rate is 2 oz (59.1 ml) of beverage persecond. If you want to estimate the actual flow rate of a tapcontroller use a stopwatch to pour for exactly 10 secondsinto a 20 ounce or larger measuring cup. When the foamsettles divide the number of ounces or milliliters poured by10. This is the estimated flow rate.The default flow meter count is 3700. The flow meter countis the number on the flow meter you recorded and saved atthe time of installation.9. Click OK to save your entries and exit the InitializeCalibration Values screen. For an Infinity ECU OK savesentries for all tabs at the same time.
SECTION13You can control day to day operations of stations and groups using Infinitysoftware. This section provides help with the following tasks:Enable or Disable a Station or Group ...........................................13-2Change the Price Level of a Station or Group ..............................13-4Set an ECU's Date/Time ...............................................................13-6Set the Infinity System Date/Time ............................................... 13-8Equipment Operations
13-2 Infinity Installation/Service and User ManualEnable or Disable a Station or GroupUse this feature to activate or deactivate stations or groups within an Infinity system. A station isthe smallest component of the system for which you can perform this operation. (You can't enableor disable a single dispenser.) Infinity can automatically perform this task at specified times ifyou include it in a schedule. See the Schedules section.nTo enable or disable a station or group:1. Run Manager.2. Pull down the Operations menu and click Enable/Disable....3. Select the name of the Station or Group you want to enableor disable.4. Select Show Actual if you want the software tocommunicate with the ECUs to determine their currentstatus. Wait while the communication occurs.5. Select Enabled to enable the station or group you haveselected.ORSelect Disabled to disable the station or group you haveselected.6. Click Run to send the enable or disable message to theECUs.You can also access thisfeature using theEquipment | Operationsmenu.
ECU Operations 13-3Wait while the communication occurs. A message informsyou when the procedure is complete.7. Click Cancel to exit the Enable/Disable screen.NoteqThe Unknown field is selected if Show Actual is notselected. (The software has no way of knowing the currentenable status of an ECU unless it communicates with theECU.) The Unknown field may also be selected if someECUs within a group you've selected are enabled and othersare disabled.
13-4 Infinity Installation/Service and User ManualChange the Price Level of a Station or GroupYou can quickly make price level changes for a station or group using the software. This is aconvenient way to change the price level for the entire system. Infinity can automaticallyperform this task at specified times if you include it in a schedule. See the Schedules section.nTo change the price level of a station or group:1. Run Manager.2. Pull down the Operations menu and click Change PriceLevel....3. Select the name of the Station or Group whose price levelyou want to change.4. Select Show Actual if you want the software tocommunicate with the ECUs to determine their currentstatus. Wait while the communication occurs.5. Select the new price level.6. Click Run to communicate the change to the ECUs.You can also access thisfeature using theEquipment | Operationsmenu.
ECU Operations 13-5Wait while the communication occurs. A message informsyou when the change is complete.7. Click Cancel to exit the Change Price Level screen.NoteqThe Unknown field is selected if Show Actual is notselected. (The software has no way of knowing the currentprice level of an ECU unless it communicates with the ECU.)The Unknown field may also be selected if the ECUs withina group you've selected are currently using different pricelevels.
13-6 Infinity Installation/Service and User ManualSet an ECU's Date/TimeYou can adjust the time and/or date at an individual ECU using this feature. It's a good idea tokeep the same time set on the computer and all the ECUs in an Infinity system.nTo set an ECU's date/time:1. Run Manager.2. Pull down the Equipment menu and point to Operations.Click Set ECU Time.....3. Select the name of the Network.4. Select the number of the ECU.5. Type the New Time for the ECU.Type the New Date for the ECU.Date/Time FormatsEnter the new date and time inthe format displayed for yourWindows system.New DateClick the drop-down arrow tosee a calendar from which tochoose your date.
ECU Operations 13-7ORClick Use PC Time to set the new ECU time and date tomatch the computer time.6. Click Reset to update the displayed times (they do notautomatically advance as time passes).7. Click OK to save your entries and reset the ECU time.(Click Cancel to exit without saving.)Wait while the change is communicated to the ECU.8. Click Close to exit the Set ECU Time screen.
13-8 Infinity Installation/Service and User ManualSet the Infinity System Date/TimePerform this operation when you need to reset the time and/or date for the computer and all theECUs in an Infinity system. If you only need to set the computer time and/or date use the Date/Time feature under the Windows Control Panel. If you only need to set an ECU's time see SetECU Time in this section.nTo set the Infinity system date/time:1. Run Manager.2. Pull down the Equipment menu and point to Operations.Click Set Infinity System Time.....3. Type the New Time for the computer and ECUs.Type the New Date for the computer and ECUs.4. Click Reset to update the displayed times (they do notautomatically advance as time passes).5. Click OK to save your entries and reset the entire systemtime. (Click Cancel to exit without saving.)Wait while the change is communicated to all the ECUs.6. Click Close to exit the Set Infinity System Time screen.Date/Time FormatsEnter the new date and time inthe format displayed for yourWindows system.New DateClick the drop-down arrow tosee a calendar from which tochoose your date.
SECTION14Server ID is a feature of Infinity that provides security through the use of accesskeys assigned to specific servers. To use server ID you must have EPROMversion 3.04 for Infinity ECUs, version 3.08 for 1544 Infinity ECUs and version5.04 for TAP 1 ECUs.You must also install the correct hardware to use the keys.You must enable the server ID features of Infinity software. Each server must beassigned a key with specific options enabled or disabled. This section provideshelp with the following tasks:What is Server ID? ........................................................................ 14-2Add a Server .................................................................................14-4Modify a Server's ID Number ....................................................... 14-6Rename a Server ...........................................................................14-8Delete A Server ...........................................................................14-10Assign or Modify a Server Key ..................................................14-12Check a Server Key.....................................................................14-16Disable a Server Key .................................................................. 14-20Set the Server Key Code .............................................................14-22End Shift for a Server .................................................................14-24Server ID
14-2 Infinity Installation/Service and User ManualWhat is Server ID?Server ID is an optional feature of Infinity that controls access to pouring operations with serverkeys. With server ID enabled, a server can only pour a drink by using a valid key. This featureprovides both security and accountability.What do I have todo to use server ID?lUse the appropriate EPROM version in the ECU(s).lInstall the Datakey box and the remote serveraccess box (see the Hardware Installation section).lEnable the Server ID feature of the software (see theConfiguration Options section).lSet the server key code (see Set the Server Key Code in thissection).lEnable the server ID feature for each ECU (see the NewECU Setup tasks in the Network and ECU Setup section).lSet up a server list with unique server names (see Add aServer in this section).lAssign a key to each server (see Assign or Modify a ServerKey in this section).lManage the keys and server sales data (see the tasks in thissection for managing keys, see the Reports section to runserver reports).How do the keys work? When you assign a key to a server, you electronically programthe key with the server's name, an ID number and a system-widekey code. You specify if the key is valid for the entire system oronly selected stations, whether comp pouring is allowed andwhether the key has an expiration date. The server must theninsert the key in a server key receptacle to pour drinks atdispensers enabled with server ID. If a valid key is inserted,pouring is enabled at the dispenser and all pours and sales thatoccur while the key is inserted are assigned to the server. Theserver pours, sales, comp sales and cancel sales are recorded inthe ECU.How many servers canuse the system? You can add an unlimited number of servers to your server listand assign an unlimited number of server keys. However, eachECU keeps track of server sales data for 20 servers at one time.(If you have a TAP 1 ECU split into more than 4 partitions, theTAP 1 ECU tracks sales for 10 servers at each partition.) The 20servers can be different at each ECU.If you have more than 20 servers using the same ECU at thesame time, the server sales data in the ECU for the server that'sbeen pouring the longest will be erased when the 21st serverinserts a valid key.EPROM versionServer ID requires the followingminimum EPROM versionnumbers in each ECU:lVersion 3.04 for Infinity ECUslVersion 3.08 for 1544 InfinityECUslVersion 5.04 for TAP 1 ECUs
Server ID 14-3The total sales data in the ECU is not erased or changed (the firstserver's sales are still figured into the total).If you have more than 20 servers but they don't work at the sametime, you may want to run a Clear Server Sales (Z) report forservers as they leave. You can also End Shift for servers. Thisclears the server's sales and frees the "slot" used to track theserver's sales in the ECU, so the slot can be used by a newserver.Is it hard to keep trackof and manage the keys? The server ID feature isn't hard to managethe way you use itdepends on your security and accountability needs. It's the soleresponsibility of the owner to handle and program the keysresponsibly. You'll probably want to establish guidelines forpicking up and returning the keys (You may want to keep themin an office and sign them out when a shift begins, or makeservers responsible for their own keys at all times or some otherconvenient method.) Be sure to retain and disable any keyswhen a server leaves the business. You can re-program keys fornew employees.The attributes and restrictions you can assign to each keyprovide further management flexibility. For instance, you maywant to set a daily expiration date on keys where loss or theft isa concern, or the server is temporary or in training. You mayalso want to limit the stations or dispensers where a server's keyis valid.What if a key is lost?Infinity generates two different reports with server sales data:the Server Summary report and the Server Sales by Price Levelreport. When you clear server sales at the ECU, a ServerSummary report is generated. For details about these reports, seethe Sample Reports section. If you plan to run reports on serversales data, you'll want to make sure the sales for a server are notoverwritten (if you have more than 20 servers) and always clearthe server sales before clearing sales for the ECU.You can't disable the key if you don't have it to insert in theDatakey box. If there is an expiration date programmed on thekey, the key is automatically disabled after that date. If you wantto prevent access to your system with the missing key, you canchange the server key code for your entire system and re-program all existing keys with the new code. Any key which isnot re-programmed with the new code (including the missingkey) is not valid on your system.What about reports?
14-4 Infinity Installation/Service and User ManualAdd a ServerBefore you can assign keys to your servers, you must add each server to your server list. To add aserver to the list, you must enter a unique name and a unique ID number for the server. When youassign a key to the server, the ID number identifies the server to the ECU.nTo add a server:1. Run Manager.2. Pull down the Server ID menu. Click Server Setup....3. Click New....4. Type the New Name to add to the server list. The name canbe up to 16 characters (letters or numbers).5. Click Continue....
Server ID 14-56. View the Server ID number displayed for the server. If youwant a different number for the server, type the new number.7. Click OK to save the server name and number and exit thescreen or click Cancel to exit the screen without saving theserver name or number.8. Repeat steps 3 through 7 for every server you want to add.9. Click Close to exit the Server Setup screen.NoteqThe server list is independent of the list of registered users(set up for password protection of Infinity software).What is the Server IDnumber?lThe server ID numberidentifies the server to theECU and must be unique foreach server.lInfinity keeps track of the IDnumbers that have beenassigned and automaticallygenerates a new ID numberfor each server.lYou can change the ID numberto another unique number (upto 99999) if you choose.lYou dont need to rememberthe ID numbers to performfuture server operations.Servers are always identifiedby name in Infinity software(for assigning, reading andclearing keys, generatingreports, etc.).
14-6 Infinity Installation/Service and User ManualModify a Server's ID NumberYou can change a server's ID number if necessary. You may want to do this if you have IDnumbers for your servers from another system (e.g., a POS system) and you want to use the samenumbers for Infinity. The new number you give the server must not be used by any other serverin the system.nTo modify a server's ID number:1. Run Manager.2. Pull down the Server ID menu. Click Server Setup....3. Select the Server.4. Click Modify....5. Type the new Server ID number.
Server ID 14-76. Click OK to save the number and exit the screen or clickCancel to exit the screen without saving the number.7. Click Close to exit the Server Setup screen.NotesqThe server ID number is not changed on the server's keyuntil you insert the key in the programming box and modifythe key. See Assign or Modify a Server Key in this section.qIt's a good idea to clear the server's sales before changing theserver ID number. If you don't, any existing sales data withthe old ID number appears on reports with the heading"Server #" (# is the ID number).
14-8 Infinity Installation/Service and User ManualRename a ServerUse this procedure if you want to change a server's name in the server list.nTo rename a server:1. Run Manager.2. Pull down the Server ID menu. Click Server Setup....3. Select the Server.4. Select Show All Options.5. Click Rename....
Server ID 14-96. Type the New Name of the server. The name can be up to16 characters (letters or numbers).7. Click OK to save the server name and exit the screen orclick Cancel to exit the screen without saving the servername.8. Click Close to exit the Server Setup screen.NotesqThe server's name is not changed on the server's key untilyou insert the key in the programming box and modify thekey. See Assign or Modify a Server Key in this section.qRenaming a server does not affect server sales datacurrently stored in the ECU since the data is stored by IDnumber. All sales data for the server will appear on reportsunder the new server name.
14-10 Infinity Installation/Service and User ManualDelete a ServerIf you make a mistake setting up your server list or if a server leaves the business, you can easilyremove the server's name from the server list. The server's key should be retained andreprogrammed for use by another server.nTo delete a server:1. Run Manager.2. Pull down the Server ID menu. Click Server Setup....3. Select the Server.4. Select Show All Options.5. Click Delete.
Server ID 14-116. Click Yes to confirm deletion of the server or click No tocancel the deletion process.7. To disable the deleted server's key, click Yes. (Click No ifyou don't want to disable the server's key at this time.)Insert the key into Datakey box.Select the Port where the Datakey box is attached and clickModify....Wait for the key to be disabled.Remove the key from the Datakey box.8. Click Close to exit the Server Setup screen.
14-12 Infinity Installation/Service and User ManualAssign or Modify a Server KeyTo assign or modify server keys you use a Datakey programming box (Berg PN 8009191)attached to a COM port at the computer. A server key must be inserted in the Datakey box and"programmed" for each server. Any time you want to modify the information programmed on thekey you must reinsert the key and reprogram it. (If you're using a switchbox to switch betweennetwork operations and key operations, be sure to set the switch for key operations.)nTo assign or modify a server key:1. Run Manager.2. Pull down the Server ID menu. Click Server Keys Setup....3. Select the Port where the Datakey programming box isattached.4. Insert the key into the Datakey box.5. Click Modify....Wait for the computer to communicate with the Datakey boxand read the key.
Server ID 14-136. Select the Server.7. Select the Attributes for the server's key.Expiration is the date through which the key is valid (e.g.,12/31/02). This feature is optional. If you don't want anexpiration date programmed on the key leave this fieldblank.Select Enabled to enable the key for use in the system. Ifyou don't select this option the key can't be used forpouring.Select Comp to enable complimentary pouring with the key.(continued on next page)The values shown reflect thecontent of the key inserted.If there are irregular or illegalvalues on the key, a popupmessage shows the conflictand the field is replaced witha valid value.lKey Code displays the serverkey code for the entiresystem. This code isprogrammed on each key youassign to a server. To changethe key code, see Set ServerKey Code in this section.The Server ID number can't bechanged from this screen. Ifyou need to change it, seeModify a Server's ID Number inthis section.
14-14 Infinity Installation/Service and User Manual8. On the Restrictions tab, select the Allowed Stations andAllowed Dispensers for the key.Allowed Stations are the stations where you want the key towork. You can allow pouring at all stations or up to threeindividual stations. All Stations gives access to everystation in your system. Station 1, 2 and 3 give access to thestation(s) you select.Allowed Dispensers are the types of dispensers where youwant the key to work. Choose from Laser, All-Bottle andTap dispensers.9. Click OK to save the options and write them to the key inthe Datakey box or click Cancel to exit the screen withoutsaving any options.Wait while the computer communicates with the Datakeybox.All-Bottle DispensersWhen you select All-Bottle asan Allowed Dispenser, itincludes All-Bottle 7, All-Bottle15 and All-Bottle ID.
Server ID 14-1510. Remove the key from the Datakey box. Tag or label the keywith the server's name if you haven't already done so.11. To assign another server's key, insert the next key into theDatakey box.Click Read Key. Wait while the key is read.Repeat steps 6 through 10.12. Click Close to exit the Modify Server Key screen.13. Click Close to exit the Server Key Setup screen.
14-16 Infinity Installation/Service and User ManualCheck a Server KeyIf a server key isn't working, use this feature to check the key's validity. You'll be able to see thekey code programmed on the key and the attributes and restrictions assigned to the key. You canalso check the server key against a particular ECU to see why the key won't work at that ECU.nTo check a server key:1. Run Manager.2. Pull down the Server ID menu. Click Check Server Key....3. Select the Port where the Datakey box is attached.4. Insert the key into the Datakey box.5. Click Continue....Wait for the computer to communicate with the Datakey boxand read the key.
Server ID 14-17You can't make any changesfrom this screen. If you wantto make changes to the keysee Assign or Modify aServer Key in this section.6. Click OK after reading the message about the key's state.The server name and ID number assigned to the key aredisplayed along with the attributes, restrictions and key codefor the key.7. To check the key's validity for a specific ECU click CheckECU....(continued on next page)
14-18 Infinity Installation/Service and User Manual8. Select the name of the Network.9. Select the ECU number.10. Click Continue....The software checks the key's attributes against the specificECU to see if the key is programmed to work at that ECU orif something is invalid. A message informs you of the results.11. Remove the key from the Datakey box.12. To read another key, insert the new key into the Datakeybox.
Server ID 14-1913. Click Check Key. Wait for the new key to be read.Repeat steps 6-11.14. Click Cancel to exit the Check Server Key screen.15. Click Cancel to exit the Check Server Key - Select Portscreen.
14-20 Infinity Installation/Service and User ManualDisable a Server KeyYou can only disable a server key if you have it in your possession. You should retain and disablethe keys of servers who leave the business.nTo disable a server key:1. Run Manager.2. Pull down the Server ID menu. Click Server Keys Setup....3. Select the Port where the Datakey box is attached.4. Insert the key into the Datakey box.5. Click Modify....Wait for the computer to communicate with the Datakey boxand read the key.
Server ID 14-216. Click the Enabled check box. (An unchecked box signifies adisabled state.)7. Click OK to exit the Modify Server Key screen.8. Remove the key from the Datakey box. No one can pourdrinks with the key until you enable it again.9. Click Close to exit the Server Key Setup screen.NotesqDisabling the key does not change the name or ID numberon the key. It just makes the key invalid at any of yourstations.qIf you delete a server from your server list, you'll beprompted to disable the server's key.
14-22 Infinity Installation/Service and User ManualSet the Server Key CodeThe server key code is the number you assign to your system that is programmed on every serverkey. It's like a password stamped on every key and recognized by every ECU in your system. Youset this number initially on the Security Options screen when you install the software. You canchange the server key code using the Server ID menu of the Manager program. Changing theserver key code is the only way to prevent access to your system by a lost or stolen key (unlessthe key is expired). Perform this procedure when the system is not in use and you have all thekeys in your possession.nTo set the server key code:1. Run Manager.2. Pull down the Server ID menu. Click Set Server KeyCode....3. Select the Port where the Datakey box is attached.4. Type the Key Code you want for your system. It can be anynumber from 0 to 65535.5. Click OK to save the code.Wait while the code is communicated to the ECU(s).What is the Server KeyCode?The server key code is anynumber you choose between 0and 65535. The key code isused by the ECUs to determineif a key belongs to your system,thus preventing unwantedaccess. The server key code isprogrammed on each key youassign to a server and is thesame for all keys in yoursystem.
Server ID 14-236. Insert a key into the Datakey box.7. Click OK.Wait for the new key code to be written to the key.8. Remove the key from the Datakey box.9. Repeat steps 6 through 8 for every key.10. Click Close to exit the Set Server Key Code screen.NoteqIf you forget a key it will not work in the system. You canupdate the key later by using the procedure in Assign orModify a Server Key in this section. Anytime you update anyinformation for a key, the key code is updated to the mostrecent value.
14-24 Infinity Installation/Service and User ManualEnd Shift for a ServerEnd Shift lets you clear a server's sales data and name from a station or group. Clearing the saleswith End Shift does not generate a report. This feature is useful if you have more than 20 serversand you want to clear a server's specific slot (for tracking sales) at the ECU. If you have morethan 20 servers and you don't clear any servers' sales, the 21st server's sales overwrite the sales ofthe server that has been pouring the longest. You can End Shift for the server that is leaving andthe 21st server's sales are recorded in the now empty slot. This clears the server's sales at the ECUso you may want to run a Server Summary report (in the Report program) first.nTo end shift for a server:1. Run Manager.2. Pull down the Server ID menu. Click Server Setup....3. Select the Server.4. Select Show All Options.5. Click End Shift....Server Limit with PartitionsIf you divide a TAP 1 ECU intomore than 4 partitions, thenumber of servers whose salesare tracked (at any given time)is reduced from 20 per partitionto 10 per partition.
Server ID 14-256. Select the Station or Group from which to clear the server'sname and sales.7. Click Run to communicate the end shift message to theECU(s).Wait for the communication with the ECU(s) to occur. Amessage informs you when the end shift is complete.8. Click Close to exit the End Shift for Server screen.9. Click Close to exit the Server Setup screen.
SECTION15Infinity's Inventory feature uses volume data generated by the ECUs to keeptrack of stock amounts and help determine which products should be ordered. Itallows you to print orders for each supplier and provides a place to enter deliveryamounts, thus helping you keep a reliable account of your Infinity inventory.This section provides help with the following tasks:Inventory Overview ...................................................................... 15-2Inventory Setup Checklist ............................................................. 15-4Supplier Setup ............................................................................... 15-6Brand List Setup ........................................................................... 15-8Inventory Options .......................................................................15-10Initial Stock ................................................................................. 15-11Inventory Check ..........................................................................15-12Orders .......................................................................................... 15-14Deliveries ....................................................................................15-16Reports ........................................................................................15-17Inventory
15-2 Infinity Installation/Service and User ManualInventory OverviewWhat is Inventory? Inventory is Infinity's stock-tracking feature that helps youstreamline and automate your inventory and ordering tasks. Eachtime you Archive and Clear Sales, the drink volume recorded bythe ECUs is available at the computer for running an InventoryCheck. Inventory Check uses the volume data that's beenarchived to calculate the reduction in inventory that hasoccurred. Because Inventory also lets you enter the actual stockon hand, you can easily review the amount of any product lossfor each brand. In addition, once you've set up a minimumamount of stock you want on hand for a brand (its "order point"),Infinity can let you know when it's time to re-order. You canpoint and click to generate an order and print it right fromInfinity's Report program. When the order is delivered, simplyverify the delivery amounts and Infinity adjusts your electronicinventory accordingly.Which brands does Inventory track? Inventory tracks any brand in your Infinity brand list that has asupplier. However, Berg recommends not assigning a supplier tobrands assigned to All-Bottle-7 and All-Bottle-15 codes unless asingle brand is assigned to a single code, e.g., "Irish Cream".(Since multiple brands are typically dispensed under each All-Bottle code, e.g., "Well" or "Call", Inventory is generally notuseful for these dispensers.) Any product not dispensed by Bergequipment can't be included since only the volume datagenerated at an ECU is used to track product.Initial Setup An Inventory menu appears in both Manager and Report onceyou enable the feature in Configuration Options. SeveralInventory setup tasks should be performed after other Infinitysetup tasks (including calibration) are completed. See InventorySetup Checklist in this section for a complete setup guideline.Physical Inventory You'll still need to take a physical inventory of your stock atregular intervals if you want to have the most accurate picture ofoverall product cost and loss. Infinity provides a place to enterthe numbers from your physical inventory so the stock amountswill be accurate in the software. See Inventory Check in thissection for help with entering these numbers.Product Loss Whenever you enter physical inventory amounts, Infinity cancompare those amounts with the amounts from the ECUs'volume data and determine the difference (or product lost). Youcan run a Cost Analysis report showing the volume of lostproduct and the retail value of that loss for each brand. SeeReports in this section or Cost Analysis Report in the SampleReports section.
Inventory 15-3Generating Orders To generate an order using the Inventory feature, you must firstrun an Archive and Clear Sales report and then an InventoryCheck. This gives Infinity a chance to calculate how much yourstock has been reduced. You can then adjust Infinity's stockamounts using numbers from your own physical inventory.Finally, Inventory helps you select which brands need orderingand you can save and print the order. See Inventory Check andOrders in this section.DeliveriesInventory includes three reports: Current Stock, Cost Analysisand Brand Order. These reports can be run using the AdvancedReporting menu or the Inventory menu. See Reports in thissection.Schedule You can run Inventory Check using an Infinity schedule oncethe Inventory feature is enabled. (It will be performed on theMaster Group.) Typically, an Archive and Clear Sales reportshould precede the Inventory Check in the schedule. (You can'tadjust inventory amounts, order points, order quantity or ordercost while the schedule is running, so set them up correctlybefore the schedule runs.) Any brands with stock amounts belowtheir order points are automatically included in the ordergenerated. See the Schedules section for help creating aschedule.It's important to record all the items received so Inventory cankeep an accurate count of your stock. Inventory displays theamount you ordered and you can either accept that number orenter a different number if the delivery doesn't match the order.See Deliveries in this section.Reports
15-4 Infinity Installation/Service and User ManualInventory Setup ChecklistFollow this sequence of steps to set up Infinity's inventory tracking feature.nTo set up Inventory:1. Enable the Inventoryfeature when you installthe software or byaccessing Configurationoptions. See EnableInventory in theConfiguration Optionssection.2. If you use the BrandWizard, select aContainer for eachproduct type and enter adefault Order Point forall brands. (The orderpoint is the minimumnumber of containers youwant on hand before youreorder.)3. Perform all other Infinity setup tasks (ECUs, brand andcocktail assignments, etc.) Calibrate all dispensers. See theNetwork and ECU Setup, Brands, Cocktails, Prices andPortions and Calibration sections in this manual.4. Delete unused brands and cocktails from your brand list. SeeDelete Unused Brands and Cocktails in the Brands,Cocktails, Prices and Portions section.5. Set up your suppliers. SeeSupplier Setup in this section.
Inventory 15-56. Set up orderinginformation foreach brand. SeeBrand List Setupin this section.7. Enter Inventory options. SeeInventory Options in thissection.8. Perform a physical inventory and record the number ofcontainers on hand for each brand.9. Run Initial Stock. It willprompt you to Archive andClear Sales so any recordedpours can be cleared beforeyou enter stock amounts.Then it will prompt you toenter initial stock amounts(from your physicalinventory) for each brand.See Initial Stock in this section.10. Inventory is now setup and ready to use. Atregular orderingintervals, perform anInventory Check toassess stock amountsand adjust as neededbefore generatingorders. Promptly enterall deliveries received.
15-6 Infinity Installation/Service and User ManualSupplier SetupSupplier setup information includes the supplier's name and address.When you create a newsupplier, you can assign it to a product type or to all brands. Each brand can only have onesupplier. Any brands in your list without a supplier are not included in Inventory.nTo set up a new supplier:1. Run Manager.2. Pull down the Inventory menu and click Supplier Setup.....3. Click New....4. Type the New Name of the supplier and click Continue....5. Type the Address of the supplier (as you want it to appearon printed orders).6. If you want to assign this supplier to a product type, selectthe product type in the Assign To field. All brands in theproduct type receive the supplier assignment (even if theyalready have a supplier assignment). Select <All> to assignthis supplier to all brands.7. Click OK.Brand List SetuplUse Brand List Setup toassign different suppliers tobrands of the same producttype or to assign the samesupplier to brands of two ormore (but not all) producttypes.
Inventory 15-7nTo modify an existing supplier's address:1. Select a Supplier to modify.2. Click Modify....3. Type the Address.4. Click OK.nTo rename or delete a supplier:1. Select Show All Options.2. Click Rename....3. Type in the New Name of the supplier and click OK.OR2. Click Delete.3. Click Yes.If you delete a supplier already assigned to a brand a promptreminds you. Click Yes to delete the supplier or No to keepit. If you proceed with the deletion, any brands with thesupplier assignment will automatically be assigned the firstremaining supplier in the supplier selection list.
15-8 Infinity Installation/Service and User ManualBrand List SetupTo use Inventory, each brand must be set up with container, supplier and ordering information. InBrand Wizard, you already defined default containers per product type and a default order pointfor all brands. In supplier setup, you assigned a supplier to selected product types. You need toverify those default entries and also enter container costs and retail prices for each brand.nTo use Brand List Setup for Inventory:1. Run Manager.2. Pull down the Inventory menu and click Brand ListSetup....3. Click Multiple....4. On the Basic tab, select a Container, type the ContainerCost and Retail Price.Container is the name of the container the brand comes in.Container SetupTo define a new container ormodify a container's size, seeContainer Setup in the Brands,Cocktails, Prices and Portionssection.
Inventory 15-9Container Cost is the cost (to you) of each container of thebrand. It's also used on both Inventory and Usage reports.Retail Price is the retail price the customer pays for eachunit of measure of the brand. It's used to calculate stockvalue on the Container Stock report and to calculate retailvalue on the Cost Analysis report, the Retail Usage reportand the Reconciliation report.5. On the Inventory tab, type the Order Point and select aSupplier (if necessary).Order Point is the minimum number of containers of thebrand you want in your total stock. When the number ofcontainers falls below the order point, Inventory flags thebrand to let you know it's time to re-order. This can be apartial container amount (up to two decimal points).Supplier is the name of the supplier of the brand. Select<None> as the supplier for brands not included in Inventory(e.g., All-Bottle-7 and All-Bottle-15 brands).(Total Stock is entered when you set up a new brand or inInventory Check.)6. Click OK to save your brand list setup on both tabs. ClickCancel to exit the screen without saving.7. Click Close to exit the Brand List Setup screen.Supplier AssignmentYou must assign a supplier toevery brand you want to includein Inventory.
15-10 Infinity Installation/Service and User ManualInventory OptionsIn Inventory Options, you enter the name and address of your establishment for printed orders.nTo enter Inventory Options:1. Run Manager or Report.2. Pull down the Inventory menu and click InventoryOptions....3. Type your Establishment name and Address (to be printedon orders).4. Check Calculate Container Cost if you want Inventory torecalculate the container cost for each brand in an orderbased on its order cost. (If your order cost changesfrequently, you may not want to select this option, but keepthe container cost entered in Brand List Setup.)5. Click OK to save your entries and exit. Click Cancel to exitthe screen without saving.
Inventory 15-11Initial StockYou must enter the initial number of containers on hand for each brand as part of Inventory setup.Your stock amounts should include all containers, both behind the bar and in the storeroom.nTo enter initial stock:1. Run Report.2. Pull down the Inventory menu and click Initial Stock.....3. ClickContinue...after readingthe noteaboutclearingsales.4. Click Yes to Archive and Clear Sales if you've poured anydrinks since yourlast Archive andClear Sales. Waitfor the report torun. View, saveand/or print thereport and click Close to exit the View screen.5. Type your current stock amounts for each brand in the TotalStock column. This includes containers behind the bar and inthe store room. Partial container amounts can be entered upto two decimal places.6. Click OK. If you leave any stock amounts at zero, a promptreminds you.Supplier AssignmentBrands without an assignedsupplier will not appear in thisinventory list.
15-12 Infinity Installation/Service and User ManualInventory CheckInventory Check uses only volume data that's been archived at the computer to adjust inventory. Italso provides a chance to enter stock amounts from your physical inventory before generatingorders. To calculate volume lost, you must take a physical inventory. However, you can runinventory check without doing a physical inventory to review stock amounts and generate orders.nTo run Inventory Check:1. Run Report.2. Pull down the Inventory menu and click InventoryCheck.....3. ClickContinue...afterreviewing thedates of themost recentarchive andinventory check.4. Click Yes to Archiveand Clear Sales ifyou've poured anydrinks since your lastArchive and ClearSales. Wait for thereport to run. View, save and/or print the report and clickClose to exit the View screen.5. If you've performed a physical inventory, type any adjustedstock amounts in the Total Stock column. This includescontainers behind the bar and in the store room. Partialcontainer amounts can be entered up to two decimal places.Archive and Clear Sales (Z)lInfinity uses volume datafrom the Archive and ClearSales report to calculate thereduction in stock amountsfor each brand.lIf you haven't cleared salessince your last InventoryCheck, you are prompted todo so before proceeding.lIf you've cleared sales morethan once since your lastInventory Check, Infinity usescombined volume data from allof those Archive and ClearSales reports to determinestock reduction.Calibration PourslCalibration pours aren'tincluded in the volume amountin the Archive and Clear Salesreport. If you've made anycalibration pours since yourlast Archive and Clear Sales,adjust your physical inventoryamounts to account for thecalibration pours.
Inventory 15-136. Click Continue.... If you leave any stock amounts at zero, aprompt reminds you.7. Add or remove brands from the order by clicking or usingthe space bar. Brands with a total stock number below theorder point are already highlighted and include the tag"ORDER NOW". Click Continue....8. Type a new Order Number if desired. Successive ordernumbers are automatically generated.9. Type the Order Quantity for each brand. Once you enter aquantity for a brand, it's remembered for future orders .10. Type the Order Cost for each brand. Once you enter a cost,it appears on every order until you change it.11. Click Print to print a copy of the order.12. Click OK to save the order and exit.ORIf you're ordering brands from more than one supplier, clickNext and repeat steps 8-12 for each order.Order CostlIf you checked CalculateContainer Cost on theInventory Options screen, anyorder cost you enter here willbe divided by the orderquantity to determine a newcontainer cost for the brand.lIf you didn't check CalculateContainer Cost, the ordercost has no effect on thecontainer cost.
15-14 Infinity Installation/Service and User ManualOrdersYou can modify or delete any existing orders. When you create a new order, Inventory Checkprompts you to run an Archive and Clear Sales report and then adjusts all stock amounts usingvolume data from the report.nTo create a new order:1. Run Report.2. Pull down the Inventory menu and click Orders....3. Click New....4. Follow steps 3-14 of Inventory Check in this section.nTo modify an existing order:1. Select an Order number to modify.2. Click Modify....3. Type a new Order Quantity or Order Cost for the desiredbrand(s).Deliveries...Click the Deliveries... shortcutbutton to enter quantitiesdelivered. Follow the stepsoutlined in Deliveries in thissection.Remove ItemsType in an Order Quantity ofzero to remove any item fromthe order.
Inventory 15-154. Click Print to print a copy of the order.5. Click OK to save any changes and exit. Click Close to exitif you haven't made changes.nTo delete an order:1. Select Show All Options.2. Click Delete.3. Click Yes.4. Click Close to exit the Orders screen.Bud Light 6 36.00DAB 6 42.00HARP 6 50.00Killian’s Red 6 38.00Samuel Adams 6 40.00Beer Man, Inc.5000 Distributor LaneAnytown, USAUptown Grill345 Cherry LaneAnytown, USAOrder Number11Order Date11/8/2000 1:58:44 PMBrand Order Qty. Order CostSupplierOrdered Byof11Page206.00
15-16 Infinity Installation/Service and User ManualDeliveriesWhenever stock is added to your inventory, you should enter the container quantities using theDeliveries menu option.nTo enter deliveries:1. Run Report.2. Pull down the Inventory menu and click Deliveries....3. Select the Order Number of the delivery and clickContinue....4. Type in a new Order Quantity if the delivery quantitydiffers from the order.5. Type in a new Order Cost if the invoice reflects a differentcost.6. Click OK to accept the delivery with the amounts shown.This adds the received containers to the total stock andremoves the order from the system.7. Click Close to exit the Deliveries screen.Incomplete DeliveriesIf you don't receive a brandlisted on the order, enter zerofor its order quantity. Thiscancels the order for thatbrand. If the brand is expectedat a later date, create a neworder for the brand.
Inventory 15-17ReportsAll Inventory reports can be run from the Inventory menu or the Advanced Reporting menu.Inventory reports are only run on the data from the most recent Inventory Check. They can't berun on data in the ECU or by archive dates.nTo run Inventory reports:1. Run Report.2. Pull down the Inventory menu and point to Reports. Clickthe report name.Wait for the report to run.3. Click Print to print the report.4. Click Save As... to save the report.5. Click Close to exit.Sample ReportsSee Container Stock Report,Cost Analysis Report or BrandInformation Report in theSample Reports section forfurther explanation of eachreport.
SECTION16Infinity collects sales data from each ECU and calculates totals by station orgroup. This data can be reviewed on screen and/or on paper to help monitorinventory, track daily operations and identify potential problems. Infinityprovides a broad range of reports to permit review of data from differentperspectives. See the Sample Reports section for an example of each Infinityreport. See the Reconciliation and Variance Reports section for help with reportsthat compare sales terminal data with Infinity data. You can also set up aschedule to run Infinity reports at specific intervals. See the Schedules section.This section provides help with the following tasks:Set Report Options ........................................................................16-2Managing Report Files.................................................................. 16-8Run a Current Sales Report.........................................................16-10Run the Most Recent Report ....................................................... 16-12Archive and Clear Sales (Z)........................................................ 16-14Clear Server Sales at the ECU .................................................... 16-16Run an Advanced Report ............................................................16-18Create a Custom Report ..............................................................16-22Modify a Custom Report ............................................................ 16-24Rename a Custom Report ........................................................... 16-26Delete a Custom Report ..............................................................16-28Export Report Data .....................................................................16-30Create a Custom Export ..............................................................16-34Modify a Custom Export ............................................................ 16-38Rename a Custom Export ...........................................................16-40Delete a Custom Export ..............................................................16-41Infinity Export File Format ........................................................16-42Infinity Export Templates .......................................................... 16-43Reports
16-2 Infinity Installation/Service and User ManualSet Report OptionsReport options determine the look and scope of Infinity reports. The options you select are used asthe default report options for your system. Specific reports can be customized with differentoptions using the Advanced Reporting menu if desired. If you don't change any report options inthe Options menu the Berg default options are used.nTo set report options:1. Run Report.2. Pull down the Options menu. Click Report Options....3. Type a Report Title. (The Berg default is Berg InfinityReport.) The title appears at the top of all reports.The report title can be the name of the business or any nameyou prefer. It can be up to 39 characters (letters or numbers).4. On the General tab, select the data you want Infinity to usefor reports. (The Berg default is Most Recent Archive.)Current reports on all data currently stored at the ECUs, or inother words, all data since the last time you cleared sales atthe ECU(s). To run this type of report the computer mustcommunicate with the ECU(s).
Reports 16-3Most Recent Archive reports on data from the last time youcleared sales at the ECU(s). This data is stored at thecomputer in the most recent archive record. (This wasformerly known as Last Z.) To run this type of report thecomputer does not communicate with the ECU(s) or reporton any data currently stored at the ECU(s).Weekly reports on a business week of archive records storedat the computer. (A business week is defined by the End ofWeek day.) The week reported on can be the current week,1, 2 or 3 weeks ago. The archive records available at thecomputer depend on the number of times you cleared sales atthe ECU during the specified week. (The computer looks forall archive records with dates that match the days in thespecified week.) To run this type of report the computer doesnot communicate with the ECU(s) or report on any datacurrently stored at the ECU(s).Weeks Ago specifies which week's data to use for a Weeklyreport. 0 is the current business week (from the first day ofthe week to today), 1 is the business week before the currentweek, 2 is the week before that, etc.Monthly reports on a calendar month of archive recordsstored at the computer. The month reported on can be thecurrent month or any month up to a year ago. The archiverecords available depend on the number of times you clearedsales at the ECU during the specified month. (The computerlooks for all archive records with dates that match the daysin the specified month.) To run this type of report thecomputer does not communicate with the ECU(s) or reporton any data currently stored at the ECU(s).Months Ago specifies which month's data to use for aMonthly report. 0 is the current month (from the first day ofthe month to today), 1 is the month before the current month,2 is the month before that, etc.(continued on next page)Archive RecordslArchive records for a specificdate are only created at thecomputer when you archiveand clear sales (Z) on thatdate.lThe archive record storagelength is the amount of timethe computer keeps archiverecords. This determines whatdata is available for archivereports. If your storagelength is 3 months, you won'tbe able to run reports on anydata further back than 3months. The archive recordstorage length is set at thetime of software installation.See Enter Data Storage andDisplay Options in theConfiguration Options section.
16-4 Infinity Installation/Service and User ManualTo select a number of days ago as your default option, useDate Range.Date Range (when set as a default option in the ReportOptions screen) doesn't actually specify a specific daterange to report onit specifies the number of days beforethe report date you want your reports to show data for. Touse Date Range as your default option, determine thenumber of days ago you want to report on. Subtract thatnumber from today's date. Type the result in the From field.(If today is 1/21 and you want reports to show data for theten days previous to the report date, the From date shouldbe 1/11. Infinity then runs reports on archive records for theten days previous to and including the report date. It doesnot include data from 1/11 once the report date is later than1/21.) The To date can't be changed to any date but today inReport Options. The archive records available depend onthe number of times you cleared sales at the ECU during thespecified days. (The computer looks for all archive recordswith dates that match the specified days.) To run this type ofreport the computer does not communicate with the ECU(s)or report on any data currently stored at the ECU(s).5. Type the End of Day time. (The Berg default is 12:00 AM.)End of Day is the hour that marks the end of your businessday (e.g 2:00 AM). Reports reflect the date the business daystarted. For example, if you ask for data from July 30, thiswill include data archived from 2:00:01 AM July 30 until2:00 AM July 31. (12:00 PM is noon and 12:00 AM ismidnight).6. Select the End of Week day. (The Berg default is Sunday.)End of Week is the day that marks the end of your businessweek. This is used for weekly reports.Archive ReportslReports that use archiverecords (Most Recent Archive,Weekly, Monthly, Date Range)can only report on data you'veput in the archive recordsduring the time specified. Theydon't necessarily report on allsales activity for the timespecified.lFor example, if you run aweekly report on sales from 2weeks ago but the last timeyou archived and cleared saleswas a month ago, there is nodata in the archive records torun the weekly report.lEven if you archive and clearsales from the ECU rightbefore you try to run theweekly report, there are noarchive records with the datesfrom 2 weeks ago. (Of course,sales information for thatweek is included in the archiverecord you just ran, but itcan't be broken out into aweekly report because itwasn't archived weekly.)Date RangeClick the drop-down arrow tosee a calendar from which tochoose your date.
Reports 16-57. Click the Sort tab.8. Select how Infinity sorts brand names on reports. (The Bergdefault is Normal Sort.)The sort does not determine subtotalsit just specifies howbrand names are listed.Normal Sort provides a combined alphabetical list of allbrands followed by an alphabetical list of cocktails.Sort by Product Type provides an alphabetical list ofbrands for each product type (liquor, wine, mixer, beer)followed by an alphabetical list of cocktails.Sort by ECU Type provides al list of all brands poured atInfinity ECUs followed by an alphabetical list of all brandspoured at TAP 1 ECUs, then 1544 Infinity ECUs.Separate by Archive Date separates sales for each brandby archive dates. This option is only available on weekly,monthly or date range reports. The archive dates that appearon the report are the dates you cleared sales at the ECU.Each separate archive and clear sales (Z) report you've runappears on a different line (if the brand had sales for thatreport).9. Click the Select Categories tab.10. Select the Product Type, the Pour Type, and the ECUType to include in reports. (The Berg defaults are All.)(continued on next page)
16-6 Infinity Installation/Service and User ManualProduct Types include Beer, Liquor, Wine, Mixer, Cocktail,Other and All. If you select a product type other than All,only sales data for that product type appears on reports.Pour Types include Charged, Complimentary, Canceled andAll.ECU Types include Infinity, TAP 1, 1544 Infinity and All.11. Select Suppress Zeroes to eliminate any lines in a reportthat show zero in every column. (This is the Berg default.)12. Click the Define Shifts tab.Shift definitions are optional and are used to display salesdata by shifts in an Hourly Sales (X4) report. If you defineshifts, all sales from an entire shift are reported on one lineShift definitions areonly used by theHourly Sales (X4)Report.
Reports 16-7in the report (rather than sales being reported for each hour).See the sample Hourly Sales (X4) Report in this section formore details about the report.13. Type the Begin and End time of each shift. (There is noBerg default.)Shift 1 is the first shift of a business day. Type the hour, aspace and am or pm (e.g. 2 am). You can also use 24 hournotation. You can't enter minutes. Make sure shift times don'toverlap.14. Click the Fonts tab.15. Select the Font Name, the Font Size, and the Line Spacingto use in all reports.Font Names include MS Sans Serif, Arial, Times NewRoman, Courier New and Courier. Select the font you preferfor reading your reports. (The Berg default is Arial.)Font Sizes include 8 and 9. (The Berg default is 8.)Line Spacing determines the space between each line of datain a report. Options include Single Spacing, One and A HalfLines and Double Spacing. (The Berg default is One and AHalf Lines.)16. To load the Berg defaults for all tabs and the report title clickLoad Defaults.17. Click OK to save the entries on all tabs and exit the ReportOptions screen. Or click Cancel to exit without saving anychanges.Berg Font DefaultslThe font defaults have beenchosen to work well with thegreatest range of printers.You should change thedefaults only if it's necessaryto get a good-looking reportwith your printer.lIf you choose MS Sans Serif,the Zoom buttons on the Viewscreen will be disabled.
16-8 Infinity Installation/Service and User ManualManaging Report FilesWhen you run an Infinity report, you can save a copy of it in a computer file. You can then openor delete any of your report files.nTo save an Infinity report to a file:1. Run the report. See Run a Current Sales Report or Run anAdvanced Report in this section.2. With the report in the View screen, click Save As....3. Select the Save in: folder for the report.4. Type a File name: for the report. Choose a name that easilydistinguishes this report file from other report files. Youdon't need to type the file extension (.rpt).5. Click Save.The report is saved using the formatting information of thecurrent default printer. If you open the file and print it later,it will only print well on that default printer.
Reports 16-9nTo open a saved Infinity report file:1. SelectAdvancedReporting |AdvancedReport... toaccess theReports screenOR run a reportto access theView screen.2. Click Open....3. Select the Look in: folder of the report file.4. Double-click the name of the report OR type the report nameand click Open.nTo delete a saved Infinity report file:1. Select Advanced Reporting | Advanced Report... to accessthe Reports screen.2. Click Delete.3. Select the Look in: folder of the report file.4. Double-click the name of the report OR type the report nameand click Open.You can also click on the reportfile name in Windows and it willstart the Report program anddisplay the report in the Viewscreen.You can also delete report filesas you would delete any otherfile in Windows.
16-10 Infinity Installation/Service and User ManualRun a Current Sales ReportCurrent sales reports show sales data currently stored at the ECU(s) or in other words, all dataaccumulated since the last time you cleared sales at the ECU. Infinity provides a convenient wayto access four reports with the Current Sales menu. They are: Sales Totals (X1), Sales By PriceLevels (X2), Detailed Sales (X3), and Hourly Sales (X4). For a description of each sales reportsee the Sample Reports section. The report options entered in the Options menu are used whenyou run a report with the Current Sales menu (with the exception of data type which is Currentregardless of the data type you selected in the Options menu).nTo run a current sales report:1. Run Report.2. Pull down the Current Sales menu. Click the name of thereport you want to run.3. Select the Station/Group.4. Click Run to run the report.Wait while the data is retrieved from the ECU(s). The time ittakes to run the report is determined by the amount of salesactivity and the number of ECUs in the station or group.Never turn off or restart yourcomputer while the report isrunning or sales data may belost.
Reports 16-115. View the report in the View screen using the scroll bars andZoom In and Zoom Out buttons. (The Zoom buttons aredisabled if you've chosen MS Sans Serif or Courier as thefont for your report.) You can maximize the window bydouble-clicking the title bar.6. To save the report to a file click Save As.... Enter the filename and click Save.7. To print the report click Print. You'll be prompted to select aprinter. The printer you select becomes your default printerfor all programs running under Windows. If the report hasmultiple pages you can also select a page range.8. Click Close to exit the View screen.9. Click Close to exit the Current Sales report screen.NoteqYou can also run a current sales report using the AdvancedReporting menu. This is useful if you want to set specificoptions for a current sales report. See Run an AdvancedReport in this section.lYou can resize the View windowand Infinity remembers thesize you set.lThe Page Up and Page Downkeys and the up and downarrow keys on your keyboardcan be used to move aroundthe report.lIf the report is longer thanone page, use the four pagenavigation buttons on thescreen to select the Next,First, Previous or Last page ofthe report.lIf you try to close the Viewscreen without printing orsaving the report, a promptgives you a chance to cancelso you can save or print thereport.lSee Managing Report Files inthis section for help saving,opening and deleting Infinityreport files.
16-12 Infinity Installation/Service and User ManualRun the Most Recent ReportYou can view (and print) the last report run on your system using this convenient menu option.You select this feature using the Current Sales menu but "Most Recent" refers to the last reportof any kind run on your system.nTo run the most recent report:1. Run Report.2. Pull down the Current Sales menu. Click Most RecentReport....3. View the report in the View screen using the scroll bars andZoom In and Zoom Out buttons. (The Zoom buttons aredisabled if you've chosen MS Sans Serif as the font for yourreport.) You can maximize the window by double-clickingthe title bar.Open...lClick Open... to view a reportpreviously saved to a file.
Reports 16-134. To save the report to a file click Save As.... Enter the filename and click Save.5. To print the report click Print. You'll be prompted to selecta printer. The printer you select becomes your default printerfor all programs running under Windows. If the report hasmultiple pages you can also select a page range.6. Click Close to exit the View screen.
16-14 Infinity Installation/Service and User ManualArchive and Clear Sales (Z)When you archive and clear sales at selected ECUs you reset all totals at the ECUs to zero andsend the data to archive records at the computer. (This was called a Z report in earlier versions ofInfinity.) The sales you clear from the ECU are shown on a Current Sales Totals/Clear Salesreport which is identical to a Current Sales Totals (X1) report except running the report zerosout the ECU. See the sample Current Sales Totals/Clear Sales (Z) Report in the Sample Reportssection for help with the data on the report. The archive records sent to the computer are storedfor the length of time you selected under Data Storage and Display Options during Infinityinstallation.nTo archive and clear sales (Z):1. Run Report.2. Pull down the Clear Sales menu. Click Archive and Clear(Z)....3. Select the Station/Group.4. Click Run to archive and clear sales at all ECUs in theselected station or group.5. Click OK to confirm the clearing of sales or click Cancel toexit the process.Wait while the data is retrieved from the ECU(s). The timeit takes is determined by the amount of sales activity and thenumber of ECUs in the station or group. Never turn off orrestart your computer while data is being retrieved or thedata may be lost.Server ID SaleslIf you have server ID selectCheck Server Sales to beinformed of current serversales data at the ECU(s).lYou should clear serversales before clearing ECUsales if you want a reporton server data. lSales data organized byserver is not included on aCurrent Sales Total/ClearSales report and is notarchived at the computer.
Reports 16-156. View the report in the View screen using the scroll bars andZoom In and Zoom Out buttons. (The Zoom buttons aredisabled if you've chosen MS Sans Serif or Courier as thefont for your report.) You can maximize the screen bydouble-clicking the title bar.7. To save the report to a file click Save As.... Enter the filename and click Save.8. To print the report click Print. You'll be prompted to selecta printer. The printer you select becomes your default printerfor all programs running under Windows. If the report hasmultiple pages you can also select a page range.9. Click Close to exit the View screen.10. Click Close to exit the Archive and Clear Sales (Z) screen.
16-16 Infinity Installation/Service and User ManualClear Server Sales at the ECUThis report is only available if you've enabled Server ID. When you clear server sales at selectedECUs you reset all totals for selected servers at the ECUs to zero. The cleared server sales are notsent to archive records at the computerthe printed report is your only record of the sales byserver. Clearing server sales generates a Current Server Summary/Clear Server report which isidentical to a Current Server Summary report except running this report zeros out the ECU. Seethe sample Server Summary/Clear Server Sales (Z) Report in the Sample Reports section for helpwith the data on the report.nTo clear server sales at the ECU:1. Run Report.2. Pull down the Clear Sales menu. Click Server Clear (Z)....3. Select the Station/Group.4. Select the server or select All.5. Click Run to clear server sales for the selected server(s) atall ECUs in the selected station or group.Wait while the data is retrieved from the ECU(s). The time ittakes is determined by the amount of sales activity and thenumber of ECUs in the station or group. Never turn off orrestart your computer while data is being retrieved or thedata may be lost.6. View the report in the View screen using the scroll bars andZoom In and Zoom Out buttons. You can maximize thescreen by double-clicking the title bar.
Reports 16-177. To save the report to a file click Save As.... Enter the filename and click Save.8. To print the report click Print. You'll be prompted to selecta printer. The printer you select becomes your default printerfor all programs running under Windows. If the report hasmultiple pages you can also select a page range.9. Click OK.10. Click Close to exit the View screen.11. Click Close to exit the Clear Server Sales (Z) screen.
16-18 Infinity Installation/Service and User ManualRun an Advanced ReportInfinity offers several reports in addition to those in the Current Sales and Clear Sales menus.These reports and any custom reports you create are run using the Advanced Reporting menu.For a description of all Infinity reports see the Sample Reports section.nTo run an advanced report:1. Run Report.2. Pull down the Advanced Reporting menu. Click AdvancedReports....3. Select the Report you want to run. The list includes anycustom reports you've created.4. Select Show All Options if you want to see additionaloptions available for the report.5. Select the Station/Group for which you want to run thereport.6. Select options on the General, Sort and Select Categoriestabs if you want to change options for this report only.See Set Report Options in this section for a description of alloptions. If you don't change any options, the default reportoptions set up for your system are used to run the report. Ifyou want to load your system defaults on all tabs click LoadDefaults. Some options are not available for all reports.Load DefaultslClick Load Defaults to useyour default report options.lSelecting a different reportalways reloads the defaultoptions.Open.../DeletelSee Managing Report Files inthis section for help saving,opening and deleting Infinityreport files.Custom ReportslThe options you select for anadvanced report are not usedby the Schedule program. Ifyou want to run a report withspecific options using aschedule, see Create aCustom Report in thissection.
Reports 16-19To select a Date Range, type in theFrom Date and To Date. ORClick the drop-down arrow to seecalendars to help you choose a date.7. To send the report directly to a printer,click Print.The printer you select becomes your default printer for allprograms running under Windows. If the report has multiplepages you can select a page range.Wait while the report is run. The time it takes to run thereport is determined by the amount of sales activity and thenumber of ECUs in the station or group. Never turn off orrestart your computer while the report is running or salesdata may be lost. (continued on next page)Show ArchiveslWhen Show All Options ischecked, you can click ShowArchives to see a list ofarchive dates.lIf you select a monthly orweekly date range, all thearchive dates involved will behighlighted.lYou can select archive recordsdirectly from the list as longas they are consecutive. Thereport will show the dates andtimes of the first and lastrecords.lThe total count of archiverecords selected is shown inthe status bar at the bottomof the screen.
16-20 Infinity Installation/Service and User Manual8. To view the report on the screen, click View.Wait while the report is run. The time it takes to run thereport is determined by the amount of sales activity and thenumber of ECUs in the station or group. Never turn off orrestart your computer while the report is running or salesdata may be lost.9. View the report in the View screen using the scroll bars andZoom In and Zoom Out buttons. (The Zoom buttons aredisabled if you've chosen MS Sans Serif or Courier as thefont for your report.) You can maximize the window bydouble-clicking the title bar.10. To save the report to a file click Save As....lYou can resize the View windowand Infinity remembers thesize you set.lThe Page Up and Page Downkeys and the up and downarrow keys on your keyboardcan be used to move aroundthe report.lIf the report is longer thanone page, use the four pagenavigation buttons on thescreen to select the Next,First, Previous or Last page ofthe report.Open...lClick Open... to view a reportpreviously saved to a file.
Reports 16-21Save to a FilelIf you try to close the Viewscreen without printing orsaving the report, a promptgives you a chance to cancelso you can save or print thereport.lSaved report files can beopened by clicking Open onthe View screen or theReports screen. Or, you canclick on the report file namein Windows and it will startthe Report program anddisplay the report in the Viewscreen.lWhen you save a report, yousave it using the formattinginformation of the currentdefault printer. If you openthe file and print it later, itwill only print well on thatdefault printer.lDelete report files by clickingDelete on the Reportsscreen.Enter the file name and click Save.11. To print the report click Print.The printer you select becomes your default printer for allprograms running under Windows. If the report has multiplepages you can select a page range.12. Click Close to exit the View screen.13. Click Close to exit the Reports screen.
16-22 Infinity Installation/Service and User ManualCreate a Custom ReportYou can create your own custom reports using the report options available in Infinity. This isespecially helpful if there are several report options you change each time you run a certainreport. You can set those options once, save the report with its own name and never have to setthe options again. A custom report can be run from the Custom Reports screen, the AdvancedReports screen or by including the report in a schedule. Custom reports can be renamed or deletedif you choose.nTo create a custom report:1. Run Report.2. Pull down the Advanced Reporting menu. Click CustomReports....3. Click New....4. Type the New Name of your custom report. It can be up to19 characters.5. Click Continue....
Reports 16-236. Select the name of the report you want to customize fromthe Based On list.The Based On list contains standard reports and does notinclude other custom reports you may have created.7. Select the name of the Station/Group.8. Select the options on the General, Sort and SelectCategories tabs that you want for your report.Some options are not available for all reports. See SetReport Options in this section for a description of theoptions.9. Click OK to save the customized report.The report is saved and the new name is added to the reportlist.10. Click Close to exit the Custom Reports screen.View...lClick View... to run anycustom report you've created.
16-24 Infinity Installation/Service and User ManualModify a Custom ReportYou can make changes to any custom report you have created. If you want to change the name ofa custom report, see Rename a Custom Report in this section.nTo modify a custom report:1. Run Report.2. Pull down the Advanced Reporting menu. Click CustomReports....3. Select the Report you want to modify.3. Click Modify....View...lClick View... to run any customreport you've already created.
Reports 16-254. Make any modifications to the name of the Station/Group,the Based On report, and any options on the General, Sortand Select Categories tabs.Some options are not available for all reports. See Set ReportOptions in this section for a description of the options.5. Click OK.The selected report, the selected station or group and all theselected options are saved.6. Click Close to exit the Custom Reports screen.
16-26 Infinity Installation/Service and User ManualRename a Custom ReportIf you have already created a custom report and you want to change only its name, use thisprocedure. If you want to change the options you've set for a custom report, see Modify a CustomReport in this section.nTo rename a custom report:1. Run Report.2. Pull down the Advanced Reporting menu. Click CustomReports....3. Select the name of the Report you want to rename.4. Select Show All Options.5 Click Rename....
Reports 16-276. Type the New Name of your custom report. It can be up to19 characters.7. Click OK.The report is saved with the new name.8. Click Close to exit the Custom Reports screen.
16-28 Infinity Installation/Service and User ManualDelete a Custom ReportYou can delete any custom reports you have created.nTo delete a custom report:1. Run Report.2. Pull down the Advanced Reporting menu. Click CustomReports....3. Select the name of the Report you want to delete.4. Select Show All Options.5. Click Delete.
Reports 16-296. Click Yes to confirm the deletion.The report is deleted from the list.7. Click Close to exit the Custom Reports screen.
16-30 Infinity Installation/Service and User ManualExport Report DataYou can export report data from Infinity archive records or current sales data in the ECUs toother software applications. To do this the report must be copied to a file in a form the othersoftware can import. Check the documentation of your other software applications for help withimporting data.nTo export report data:1. Run Report.2. Pull down the Advanced Reporting menu. Click Export....3. Select Show All Options if you want to see additionaloptions available for the export.4. Select the name of the Station/Group.5. Select options on the General and Select Categories tabs ifyou want to change options for this export only.See Set Report Options in this section for a description ofthe options. If you don't change any options the defaultreport options set up for your system are used. If you wantto load your system defaults on all tabs click LoadDefaults. Some options are not available for all reports.Date Range (when set in the Export screen) reports onarchive data from a specified date to a specified date.
Reports 16-316. Select Detailed or Summary for the type of report data toexport.Detailed provides a breakdown of brand sales by portionsize (as in a detailed sales report).You can't select Detailed for Weekly, Monthly or DateRange exports unless you select Detailed Info for quantityof stored data under Data Storage and Display Options. (SeeEnter Data Storage and Display Options in theConfiguration Options section.) You can select Detailed forCurrent or Most Recent Archive exports regardless ofwhat is set under Data Storage and Display Options.Summary does not provide portion size breakdown (as in asales summary report).7. Type the Export Char.The export character (or export delimiter) is a character usedto separate fields of information in the export file. Thedefault is a comma (,). You should enter the export characterrequired by the importing software application.(continued on next page)Date RangeClick the drop-down arrow tosee a calendar from which tochoose your date.Show ArchiveslWhen Show All Options ischecked, you can click ShowArchives to see a list ofarchive dates.lIf you select a monthly orweekly date range, all thearchive dates involved will behighlighted.lYou can select archive recordsdirectly from the list as longas they are consecutive. Thereport will show the dates andtimes of the first and lastrecords.lThe total count of archiverecords selected is shown inthe status bar at the bottomof the screen.
16-32 Infinity Installation/Service and User ManualThe File Name field on the Export screen displays thedefault file name for the export file. Each export you runcreates 2 files--one with a .txt extension for brand data, andanother with the same filename with a .mix extension forcocktail data. The default file name changes according toyour selection of options. See the table of default filenames.8. To export using the default export File Name, click Run.Wait while the export file is created. The time it takes isdetermined by your sales activity, the size of the station orgroup and whether you're exporting current or archive data.Never turn off or restart your computer while the file isbeing created or sales data may be lost.OR9. To give the export file a new name click Save As....'HIDXOW)LOH1DPH)LOH'HVFULSWLRQVariable File NamesYou can use a variable string asa file name. See Variable FileNames in Create a CustomExport in this section.
Reports 16-33If you don't want an export file to replace an earlier one withthe same name, you should give each export file you create aunique name.10. Select the directory or folder to Save in. Type a File namefor the file and click Save. Wait while the export file iscreated.11. Click Close to exit the Export screen.NotesqIf you need information about the Infinity export file format(such as field names, types and widths) click View Formats.See Infinity Export File Format in this section.qFour spreadsheet templates for the data in an Infinity exportfile are included with your software. You can use thesetemplates to place Infinity data in typical spreadsheetapplications. See Infinity Export Templates in this section.
16-34 Infinity Installation/Service and User ManualCreate a Custom ExportA custom export gives you the chance to specify your own export parameters and save them witha unique name. You can then include the custom export in a schedule.nTo create a custom export:1. Run Report.2. Pull down the Advanced Reporting menu. Click CustomExports....3. Click New....4. Type the New Name of your custom export. It can be up to19 characters.5. Click Continue....6. Select the name of the Station/Group.7. Select options on the General and Select Categories tabs ifyou want to change options for this export only.See Set Report Options in this section for a description ofthe options. If you don't change any options the defaultreport options set up for your system are used. If you want toload your system defaults on all tabs click Load Defaults.Some options are not available for all reports.
Reports 16-35Date Range (when set in the Export screen) reports onarchive data from a specified date to a specified date.8. Select Detailed or Summary for the type of report data toexport.Detailed provides a breakdown of brand sales by portionsize (as in a detailed sales report).You can't select Detailed for Weekly, Monthly or DateRange exports unless you select Detailed Info for quantityof stored data under Data Storage and Display Options. (SeeEnter Data Storage and Display Options in theConfiguration Options section.) You can select Detailed forCurrent or Most Recent Archive exports regardless ofwhat is set under Data Storage and Display Options.Summary does not provide portion size breakdown (as in asales summary report).The File Name field on the Export screen displays thedefault file name for the export file. Each export you runcreates 2 files--one with a .txt extension for brand data, andanother with the same filename with a .mix extension forcocktail data. The default file name changes according toyour selection of options. See the table of default filenames.9. To give the export file a new name click Save As....(continued)'HIDXOW)LOH1DPH)LOH'HVFULSWLRQ
16-36 Infinity Installation/Service and User ManualIf you don't want an export file to replace an earlier one withthe same name, you should give each export file you create aunique name.10. Select the directory or folder to Save in. Type a File namefor the file and click Save. To use a variable string as a filename, see the list on the next page.11. To save the custom export you've created click OK.12. To run the custom export click Run on the Custom Exportsscreen.Wait while the export file is created. The time it takes isdetermined by your sales activity, the size of the station orgroup and whether you're exporting current or archive data.Never turn off or restart your computer while the file isbeing created or sales data may be lost.13. Click Close to exit the Custom Export screen.NotesqIf you need information about the Infinity export file format(such as field names, types and widths) click View Formats.See Infinity Export File Format in this section.qFour templates for the data in an Infinity export file areincluded with your software. You can use these templates toplace Infinity data in typical spreadsheet applications. SeeInfinity Export Templates in this section.
Reports 16-37Variable File Names You can use the following strings to substitute for the export filename. Note that these substitutions are for the date the export isrun, not the date(s) of the archives being exported.{dd} - day of the month, e.g., 13{ddd} - day of the week, short format, e.g., Tue{dddd} - day of the week, full name, e.g., Tuesday{mm} - two digit month number, e.g., 10 (for October){mmm} - name of the month short format, e.g., Oct{mmmm} - name of the month, full name, e.g., October{y} - day of the year, e.g., 355 for Dec.21{yy} - two digit year, e.g., 00{yyyy} - four digit year, e.g., 2000{#} - first number to make the file name uniqueIf brackets do not match up or do not contain the strings above,they are left intact (as part of the file name).Examples:exp{ddd}.txt = exptue.txt{dd}{mmm}{yy}.txt = 13oct98.txt{dd{xxx}.txt = {dd{xxx}.txt (brackets don't match up)
16-38 Infinity Installation/Service and User ManualModify a Custom ExportYou can make changes to any custom export you've created. If you want to change the name of acustom report, see Rename a Custom Export in this section.nTo modify a custom export:1. Run Report.2. Pull down the Advanced Reporting menu. Click CustomExports....3. Select the Export you want to modify.3. Click Modify....4. Make any modifications to the name of the Station/Groupand any options on the General and Select Categories tabs.
Reports 16-39Some options are not available for all exports. See Set ReportOptions in this section for a description of the options.5. Click OK.The selected export, the selected station or group and all theselected options are saved.6. Click Close to exit the Custom Exports screen.
16-40 Infinity Installation/Service and User ManualRename a Custom ExportIf you've already created a custom export and you want to change only its name, use thisprocedure. If you want to change the options you've set for a custom export, see Modify a CustomExport in this section.nTo rename a custom export:1. Run Report.2. Pull down the Advanced Reporting menu. Click CustomExports....3. Select the name of the Export you want to rename.4. Select Show All Options.5 Click Rename....6. Type the New Name of your custom export. It can be up to19 characters.7. Click OK.The export is saved with the new name.8. Click Close to exit the Custom Exports screen.
Reports 16-41Delete a Custom ExportYou can delete any custom exports you have created.nTo delete a custom export:1. Run Report.2. Pull down the Advanced Reporting menu. Click CustomExports....3. Select the name of the Export you want to delete.4. Select Show All Options.5. Click Delete.6. Click Yes to confirm the deletion.The export is deleted from the list.7. Click Close to exit the Custom Exports screen.
16-42 Infinity Installation/Service and User ManualInfinity Export File FormatInfinity provides a printout of the format used in all export files. The file format shows the fieldnames, types, column widths, etc. of the data in an Infinity export file. To print a four page fileformat click View Formats on the Export screen. See Export Report Data in this section.Detailed Format Detailed Format outlines items contained in an export file ifyou select a Detailed report. The format includes a DetailedBrand Format (which is always a .txt file) and a DetailedCocktail Format (which is a .mix file).Summary Format Summary Format outlines items contained in an export file ifyou select a Summary report. The format includes a SummaryBrand Format (which is always a .txt file) and a SummaryCocktail Format (which is a .mix file).Field Name The Field Name column lists the fields of informationcontained in the export file. The fields are listed in the orderthey appear in the file. The fields are separated in the export fileby the export character (or delimiter).Type The Type column displays whether each field is a C (character)or N (number) type. The data in all C type fields is surroundedby quotes in the export file.Max Width The Max Width column lists the maximum number ofcharacters in each field of the export file.Dec The Dec column lists the decimal precision, or number of placesto the right of the decimal for all N type fields. All pricedecimals in Infinity are determined by the currency formatsetting in Windows. All volume decimals are determined by thevolume units selected for Infinity. (See Enter Unit of Measureand Cost Format in the Configuration Options section.) Ounces=2 decimal places, Liters=4 decimal places, centiliters=2decimal places, milliliters/cubic centimeters=1 decimal place.
Reports 16-43(This is page 1 of the multiple page export format printout.)
16-44 Infinity Installation/Service and User ManualInfinity Export TemplatesInfinity provides four templates you can use to place Infinity export files in other softwareapplications. Each of the four templates comes in a .WK3 format (for most spreadsheets). Thesetemplates provide column headers and set appropriate column widths for Infinity export filedata. See the documentation of the importing software for help with opening and placing thetemplates in other applications. The template files are located in your main Infinity directory orfolder.branddet.WK3 Use this template for:cur_full.txt files (detailed current reports)z_full.txt files (detailed most recent archive reports)arc_full.txt files (detailed archive reports)brandsum.WK3 Use this template for:cur_sum.txt files (summary current reports)z_sum.txt files (summary most recent archive reports)arc_sum.txt files (summary archive reports)cktldet.WK3 Use this template for:cur_full.mix files (detailed current cocktail reports)z_full.mix files (detailed most recent archive cocktail reports)arc_full.mix files (detailed archive cocktail reports)cktlsum.WK3 Use this template for:cur_sum.mix files (summary current cocktail reports)z_sum.mix files (summary most recent archive cocktail reports)arc_sum.mix files (summary archive cocktail reports)

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