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

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SECTION
11
Advanced Brand
Operations
This section provides help with the following tasks:
Load Initial Brand List .................................................................. 11-2
Select Sizes and Price Levels ........................................................ 11-4
Price and Portion Defaults ............................................................ 11-6
Switch Product Type ..................................................................... 11-8
Rename a Brand or Cocktail ....................................................... 11-10
Delete a Brand or Cocktail .......................................................... 11-12
Assign PLUs to Brands and Cocktails ........................................ 11-14
Rename a Price Portion Category ............................................... 11-16
Create a New Price Portion Category ......................................... 11-18
Switch a Price Portion Category ................................................. 11-20
Delete a Brand or Cocktail's Prices and Portions ....................... 11-22
Load Initial Brand List
Perform this task to load Berg's list of brands to your computer. You can select which product
types 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 prices
and portions which have the "Standard" category name. If you want to change the default prices
and portions for one or more product types before you load Berg's list, see Price and Portion
Defaults in this section. (You don't need to load the brand list if you already loaded it with the
Brand Wizard.)
n To load the initial brand list:
1. Run Manager.
2. Pull down the Pouring menu and point to Brand
Operations. 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.
11-2 Infinity Installation/Service and User Manual
Wait while the brand list for the selected product type(s) is
loaded.
Advanced Brand Operations 11-3
Select Sizes and Price Levels
This task lets you modify the number of sizes and price levels for a particular product type. This
is useful if you never use all the sizes and price levels available or if you want to increase the
sizes and price levels available because you've added a 1544 Infinity ECU or an All-Bottle ID
dispenser to your system. (You don't need to perform this task if you already set the number of
sizes and price levels with the Brand Wizard.)
n To select sizes and price levels:
1. Run Manager.
2. Pull down the Pouring menu and point to Brand
Operations. Click Select Sizes and Price Levels....
Load Defaults
If you want to use Berg's
default number of sizes and
price levels, click Load Defaults.
The Berg default sizes are 3 for
Liquor, Wine and Mixers, 4 for
Beer and 5 ingredients for
Cocktails. The Berg default price
levels are 3 for all product
types.
3. Select the maximum number of portion sizes you want for
each product type. (For the cocktail product type, select the
maximum number of ingredients you want for a cocktail
recipe.)
You're not setting any portion sizes—you're selecting the
number of different portion sizes you'll need for each
product type.
Price Levels
Price levels are optional tiers of
prices and portions that can be
defined to accommodate various
needs. Some owners don't use
price levels; others use them for
switching between happy hour,
regular and entertainment
pricing; still others use them to
track shift sales.
4. Select the maximum number of price levels you want for
each product type.
You're not setting specific price levels—you're selecting the
number of price levels you'll need.
5. Click OK to save the maximum sizes and price levels and
exit the screen.
11-4 Infinity Installation/Service and User Manual
6. If you reduce the number of portion sizes and price levels, a
message warns you the highest portion sizes and price levels
are the ones that will be eliminated.
Click Yes to continue (and remove the higher sizes and price
levels) or No to abort the process.
OR
If you increase the number of portion sizes and price levels,
a message reminds you that no prices and portions are
affected by the change. Just remember to enter prices and
portion sizes for the new sizes and price levels—they aren't
automatically filled.
Click OK to continue the process.
Notes
q You can choose the number of portion sizes and price levels
you want, but you can't specify their designations. For
example, if you choose 2 price levels they will be A and B.
If you choose 2 portion sizes, they will be 1 and 2. The
higher sizes and price levels are always the ones eliminated.
q The number of portion sizes and price levels for Test Pour
can't be changed.
q If you eliminate previously defined higher prices and
portions, the changes are sent to the ECUs.
Advanced Brand Operations 11-5
Price and Portion Defaults
Perform 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 product
type when the brand is added to the brand list. (They're also used when you press the Load
Defaults button on the Modify Prices and Portions screen.) Berg's default prices and portions
are used if you don't set your own using this procedure or the Brand Wizard. (You don't need to
perform this task if you've already set your price and portion defaults with the Brand Wizard.)
n To enter price and portion defaults:
1. Run Manager.
2. Pull down the Pouring menu and point to Brand
Operations. Click Price and Portion Defaults....
3. Select the Product Type with price and portion defaults you
want to change.
You don't need to
type a decimal if
you're entering a
whole number, e.g.,
type 6 for 6.00 oz,
or 2 for $2.00.
4. Click a Price Level tab.
5. Type the correct Portion and Price for each Size listed on
the tab. Sizes 1-3 correspond to small, regular and large
11-6 Infinity Installation/Service and User Manual
portions for All-Bottle and Laser dispensers. Sizes 1-8
correspond to the eight possible sizes on TAP 1 taps if
alternate sizes are enabled. Sizes 1-4 correspond to the four
possible portions for 1544 Infinity dispensers.
Cocktail Defaults
Even though all your cocktail
recipes are different, you may
have several recipes with a 1/2
oz ingredient and a 1 oz
ingredient. By defining default
portions and prices for
ingredients, you can save time
re-entering the same numbers
in each recipe.
When you create a cocktail
recipe (see Cocktail Prices and
Portions), any unused default
prices and portions are
removed from the recipe, so
it's okay to define defaults
here that some cocktails
won't use.
Note that for cocktails you're entering default portion sizes
and prices for each Ingredient in the cocktail in addition to
a default Cocktail Price.
6. Repeat steps 4 and 5 for any Price Level tab that has prices
and/or portions you want to change.
7. Click Save As Default to save the prices and portions you
just entered (on all tabs) as the default prices and portions
for this product type.
8. Repeat steps 3 through 7 to enter default prices and portions
for other product types.
9. Click Close to exit the Price and Portion Defaults screen.
Notes
q You can also set default prices and portions for a product
type when you enter a brand's prices and portions and use
the Save as Default button. See Brand Prices and Portions
in this section.
q If you want to enter prices and portions other than the
defaults for a particular brand see Brand Prices and Portions
in this section.
q Changing price and portion defaults does not affect any
existing brand prices and portions.
Advanced Brand Operations 11-7
Switch Product Type
You can change the product type designation of a brand when you modify a brandÂ’s setup.
Switching a brandÂ’s product type is useful if a brand's product type was defined incorrectly and
you want to switch to the correct product type.
n To switch a product type:
1. Run Manager.
2. Pull down the Pouring menu and point to Brand
Operations. Click Brand List Setup....
Product Types
Product types are categories
Infinity uses to organize the
brand list.
Beer can only be assigned to
TAP 1 dispensers.
Cocktails can only be assigned
to Laser dispensers.
3. Select the Product Type.
4. Select the Brand Name.
5. Click Modify....
Liquor can be assigned to
Laser or All-Bottle
dispensers.
Mixers can be assigned to
any dispenser.
Other can be assigned to any
dispenser.
Wine can be assigned to any
dispenser.
6. Click Switch Type....
11-8 Infinity Installation/Service and User Manual
Switching Restrictions
Beer can be switched to the
Mixer, Wine or Other product
type.
Cocktails can't be switched to
any other product type.
Liquor can be switched to the
Wine, Mixer or Other product
type.
Mixers can be switched to the
Liquor, Wine, Beer or Other
product type.
Other can be switched to the
Liquor, Beer, Mixer or Other
product type.
Wine can be switched to the
Liquor, Beer, Mixer or Other
product type.
If a brand is assigned to
dispensers, the switch is
restricted to the product
types allowed on those
dispensers.
7. Select the product type you want to Switch To.
8. Click OK to proceed or click Close to exit without saving
any changes.
A message reminds you that a change in product type may
result in a loss of higher sizes or price levels if the product
types do not have the same number of sizes and price levels.
9. Click Yes to complete the product type switch or click No to
cancel the switch.
10. Click OK to save your entries and exit the Modify Brand
screen.
11. Click Close to exit the Brand List Setup screen.
Advanced Brand Operations 11-9
Rename a Brand or Cocktail
You can easily rename any brand or cocktail in the brand list. The name change does not change
the other setup features of the brand or cocktail (e.g. cost, cocktail ingredients, prices and
portions). It just replaces the old name with a new one everywhere it is used.
n To rename a brand or cocktail:
1. Run Manager.
2. Pull down the Pouring menu and point to Brand
Operations. Click Brand List Setup....
3. Select the Product Type.
4. Select the Brand Name.
5. Select Show All Options.
6. Click Rename....
11-10 Infinity Installation/Service and User Manual
7. Type in the brand or cocktail's New Name. It can be up to
19 characters.
8. Click OK to save your entry and exit the screen. Click
Cancel to exit the screen without saving any changes.
9. Click Close to exit the Brand List Setup screen.
Advanced Brand Operations 11-11
Delete a Brand or Cocktail
Use this feature to remove the name of a brand or cocktail from the brand list. The brand or
cocktail's prices and portions are deleted at the same time. If you delete a brand from the list that
is already assigned to dispensers, all of the assignments are lost as well as any sales data for the
brand. (To preserve the sales data, see Archive and Clear Sales (Z) in the Reports section.) You
can't delete a brand that is an ingredient in a cocktail recipe assigned to Laser dispensers. (To
modify cocktail recipes see Cocktail Prices and Portions in this section.)
n To delete a brand or cocktail:
1. Run Manager.
2. Pull down the Pouring menu and point to Brand
Operations. Click Brand List Setup....
3. Select the Product Type.
4. Select the Brand Name.
5. Select Show All Options.
6. Click Delete.
11-12 Infinity Installation/Service and User Manual
7. Click Yes to confirm the deletion or click No to cancel the
deletion.
8. Click Close to exit the Brand List Setup screen.
Notes
q If you want to quickly delete all unused brands and
cocktails from the brand list see Delete Unused Brands and
Cocktails in this section.
q Assigned Brand popup screen: If you're deleting a brand
already assigned to dispensers, a list of dispenser
assignments appears. Click Continue... to unassign the
brand from the dispenser(s) and delete it from the list.
q Required Ingredient popup screen: If you attempt to
delete a brand that is part of a cocktail recipe, a list of the
affected cocktail recipes appears. Click Cancel to exit the
screen and abort the deletion process. You can't delete the
brand unless it is removed from all cocktail recipes.
Advanced Brand Operations 11-13
Assign PLUs to Brands and Cocktails
To accurately compare data from Infinity and a sales terminal on a Reconciliation report or to
use Interface, you need to assign PLUs to brands and cocktails in Infinity that match the PLU
assignments at the sales terminal. Get the list of PLUs from the sales terminal and match them
with the correct brands, sizes and price levels in Infinity. You can assign PLUs at the same time
you enter a brandÂ’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 some
of the PLUs used at the sales terminal. See About PLU Recipes and Create and Assign a PLU
Recipe in the Reconciliation and Variance Reports section.
n To assign PLUs to brands and cocktails:
1. Run Manager.
2. Pull down the Pouring menu and click Prices and
Portions....
PLU Column
The PLU column is shown under
any of the following conditions:
You've installed Interface
software.
3. Select the Product Type.
4. Select the brand's Prices and Portions you want to give a
PLU.
You've enabled the
Reconciliation report feature.
You've selected Show PLU on
the Preferences screen.
Beer prices,
portions and PLUs
11-14 Infinity Installation/Service and User Manual
Liquor, Wine and
Mixer prices,
portions and PLUs
PLUs
Infinity accepts numbers to
999,999,999 as a PLU.
PLUs to be used with
Interface can be up to
65535.
Depending on the sales
terminal, the PLU may be the
same for every size at a
certain price level or it may be
different.
5. Click Modify....
6. Click a Price Level tab that has PLUs you want to enter or
change.
7. Type the correct PLU for each Size listed on the tab. Sizes
1-3 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 1
taps if alternate sizes are enabled. (If you don't use alternate
sizes don't worry about sizes 5-8.) Sizes 1-4 correspond to
the 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 needs
PLUs.
Defaults
9. Click OK to save your entries on all tabs. Click Cancel to
exit the screen without saving.
There are no factory default
PLUs.
10. Repeat steps 3-9 for every brand that needs PLUs.
If you click Save As Default
after you've entered prices,
portions and PLUs, only the
prices and portions on all
tabs become the defaults for
that product type. PLUs are
not saved as defaults.
11. Click Close to exit the Prices and Portions Setup screen.
Advanced Brand Operations 11-15
Rename a Price Portion Category
You can rename a category of prices and portions if you need to. ("Standard" is an example of a
price/portion category.) Renaming a price/portion category for a single brand changes the
category name for all brands using that category.
n To rename a price portion category:
1. Run Manager.
2. Pull down the Pouring menu and click Prices and
Portions....
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 Assignments
Check Show Product
Assignments to see which
dispensers pour this brand.
11-16 Infinity Installation/Service and User Manual
7. Type the New Name for the prices and portions category.
8. Click OK to save the new name or Cancel to exit without
saving.
9. Click Close to exit the Prices and Portions Setup screen.
Note
q Renaming a price/portion category does not create new
prices and portions. If you want to create a new category of
prices and portions, see Create a New Price Portion
Category in this section.
Advanced Brand Operations 11-17
Create a New Price Portion Category
You can define additional price/portion categories for a brand or cocktail if necessary. If you do
not have any more price or portion differences than you have price levels, it may be easier to just
use price levels than to create additional categories. You can create as many new price/portion
categories as you need. Each new category of prices and portions includes a new set of price
levels. 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 task
for each brand individually.
n To create a new price portion category:
1. Run Manager.
2. Pull down the Pouring menu and click Prices and
Portions....
3. Select the Product Type.
4. Select the brand's Prices and Portions on which to base the
new prices and portions.
5. Select Show All Options.
Show Product Assignments
Check Show Product
Assignments to see which
dispensers pour this brand.
6. Click Copy.... (You are making a copy of the displayed
prices and portions so you can change them.)
11-18 Infinity Installation/Service and User Manual
7. Select an existing Category name and click Continue....
Proceed with step 11.
OR
Click 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, type
Dancing not Absolut--Dancing.)
9. Click Continue....
10. Click Continue.... to enter prices and portions under the new
name you just entered or click Cancel to exit without saving
the new name you entered.
11. Follow the steps outlined in Brand Prices and Portions in
this section to enter the correct prices and portions.
12. Click Close to exit the Prices and Portions Setup screen.
Advanced Brand Operations 11-19
Switch a Price Portion Category
Once you've created additional price portion categories, you can use this feature to quickly switch
the price portion category of all brands that qualify for the switch. (Note that you can also make
pricing changes with price levels.) For example, if you create a new price portion category for an
Oktoberfest promotion, you can easily switch your brands to pour at Oktoberfest prices. The
brands to be switched must have an Oktoberfest category defined. (Any brands without an
Oktoberfest category do not receive the switch.) When the promotion ends, you can switch from
Oktoberfest back to any other price portion category you've defined.
n To switch a price portion category:
1. Run Manager.
2. Pull down the Pouring menu and click Prices and
Portions....
3. Select the Product Type.
Show Product Assignments
Check Show Product
Assignments to see which
dispensers pour this brand.
4. Select a brand's Prices and Portions you want to switch.
You're selecting the brand and also the category name. (The
switch is performed for every assigned brand in your list that
has the category name you select and also the new category
name you're switching to.) You must select a brand that has
more than one price portion category defined.
5. Select Show All Options.
6. Click Switch....
11-20 Infinity Installation/Service and User Manual
7. Select the category you want to switch to.
8. Click OK.
9. Click OK after reading the confirmation message or click
Cancel to abort the switch process.
The confirmation message tells you which brands will
receive the switch and which will not.
Schedule a Switch
You can automatically switch
price portion categories at
specific times by including the
switch in a schedule. See Create
a Time Schedule in the
Schedules section.
10. Wait while the switch is broadcast to the ECU(s).
11. Click Close to exit the Prices and Portions Setup screen.
Notes
q Switching a price portion category doesn't delete the old
category.
q If a cocktail qualifies for the switch with the correct category
name, but doesn't have the same ingredient list for the old
and new categories, it won't be switched.
q Switching occurs for all brands that qualify in your system.
Advanced Brand Operations 11-21
Delete a Brand or Cocktail's Prices and Portions
You cannot delete a brand or cocktail's prices and portions if they are currently assigned to a
dispenser. Deleting a category of prices and portions deletes the brand from the brand list if you
haven't previously defined another category of prices and portions for the brand.
n To delete a brand or cocktail's prices and portions:
1. Run Manager.
2. Pull down the Pouring menu and click Prices and
Portions....
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 the
deletion.
11-22 Infinity Installation/Service and User Manual
8. Click Close to exit the Prices and Portions Setup screen.
Note
q If you try to delete a brand or cocktail's prices and portions
that are already assigned to a dispenser, a list appears
showing the dispenser assignments.
Click Cancel after viewing the list.
Click OK after viewing the message.
q If you want to quickly delete all unused brands and cocktails
and their prices and portions, see Delete Unused Brands and
Cocktails in this section.
Advanced Brand Operations 11-23
SECTION
12
Calibration
Calibration ensures the amount of beverage poured by a dispenser matches the
amount recorded by the ECU. Unless you calibrate your dispensers they can't be
expected to pour accurate portion sizes. After you've assigned brands to each
dispenser, you must calibrate the dispensers by checking the accuracy of
calibration pours and making any necessary adjustments using Infinity software.
If you are converting a stand-alone TAP 1 system to work with Infinity, enter the
meter counts and flow rates (listed on a TAP 1 configuration report) before
performing calibration. See Initialize Calibration Values in this section. This
section provides help with the following tasks:
What is Calibration? ..................................................................... 12-2
Align All-Bottle 7 Activator Rings ............................................... 12-4
Store Alignment Values ................................................................. 12-6
Default Alignment Values ............................................................. 12-8
Calibrate Dispensers ................................................................... 12-10
Show Advanced Calibration Choices.......................................... 12-16
Modify Calibration Units and Accuracy ..................................... 12-17
Enter Calibration Mode .............................................................. 12-19
Exit Calibration Mode ................................................................ 12-22
Initialize Calibration Values ........................................................ 12-23
What is Calibration?
Calibration is the process of checking and adjusting the amount of beverage poured from each
Infinity dispenser. Using the calibration process, you tell Infinity how long to pour individual
brands at a specific dispenser to achieve the desired portion size. If you are unsure about the need
for calibration or the process involved in calibrating an Infinity system, the following tips may
be 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 default
calibration values. However, these values are identical for every
All-Bottle pourer code and Laser gun button. (TAP 1 taps have
default flow meter counts or flow rates.) Since each system is
unique as to brands poured, lengths of tubing, location of
equipment, etc., the default calibration values may give
unpredictable results. The actual flow rates of different brands
can vary significantly. (A two second pour of Schnapps yields
less volume than a two second pour of vodka.) Slight variations
in lengths of tubing runs or tubing diameters also affect the
accuracy of pours. The only way to make sure a system pours
accurately is to calibrate each dispenser using the brands
assigned to the dispensers.
Can't I just copy the
calibration of one dispenser
to another?
Yes, if you have All-Bottle dispensers. You can calibrate the
coded pourers of one dispenser and copy the calibration values
to any other All-Bottle dispensers pouring identical brands.
(Since All-Bottle dispensers do not use tubing, there is little
variation in calibration values between two dispensers that pour
identical brands.) See Copy ECU or Copy Dispenser in the
Brands, Cocktails, Prices and Portions section.
You can't copy the calibration values of Laser or TAP 1
dispensers. Each Laser gun or tap controller has its own tubing
length, beverage source, etc., so each needs to be calibrated
separately. However, you can use the Dispenser Calibration
feature to calibrate one button on a Laser gun and copy its values
to all other buttons on the gun. (See Calibrate Dispensers in this
section.) Be sure to calibrate other buttons on the gun that pour
beverages with significantly different flow rates (Amaretto, for
instance). You don't have to calibrate each button on a TAP 1 tap.
What is activator ring
alignment? Is it the
same as calibrating?
Activator ring alignment is only performed for All-Bottle 7
dispensers. It ensures the activator ring accurately recognizes
each pourer code. Though the activator ring is aligned at the
factory, the subtle electronic signals it uses to identify the pourer
codes can be affected by installation and changes in components
or cables. Aligning the activator ring is a separate task and
should be performed before calibration.
12-2 Infinity Installation/Service and User Manual
How does calibration
work?
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 size
in a measuring cup or cylinder. At the computer, you enter the
exact amount poured. Infinity calculates the difference between
the amount poured and the calibration portion size. It calculates
the difference as a percentage and determines if the percentage is
within the defined level of accuracy.
What is level of accuracy
or % accuracy?
The level of accuracy is the percentage difference between the
amount poured and the amount expected. (A 0% difference
means the pour measures exactly as expected.) The default level
of accuracy for Infinity is a difference of no greater than 10%
between the actual pour and the expected pour. If a pour has a
percentage difference greater than 10%, you can choose to pour
again. (You can change the default 10% level of accuracy. See
Modify Calibration Units and Accuracy in this section.)
Example of % accuracy
For example, the calibration portion size for TAP 1 is 16 oz. If
you pour at a tap and the pour measures only 14 oz, the
difference between the expected pour and the actual pour is 2 oz.
Figured as a percentage, 2 oz is 12.5% of the calibration portion
size. Since 12.5% is greater than the acceptable 10% difference,
Infinity prompts you to pour again. The next pour measures 15
oz, which has a percentage difference of 6.2% from the expected
amount. Since 6.2% is within the 10% level of accuracy, the
amount poured is considered close enough to the expected
amount. You can move on to calibrate the next tap. (You don't
have to perform any calculations to calibrate--Infinity does all
the calculating.)
When do I calibrate?
You should calibrate a new system after you've installed all
hardware and software and set up the equipment in the software.
You should re-calibrate a dispenser if you change the brands
poured at the dispenser, or if you make any adjustments to
delivery pressure, tubing diameter, etc., or if a brand appears to
pour inaccurate portions. Berg recommends you calibrate AllBottle pourers when the beverage volume is in the middle third
of the bottle.
What if I don't calibrate?
If you don't calibrate a new system, unexpected portion sizes
often result. If you then try to adjust portion size amounts to
account for the unexpected portions, you'll only create more
chances for errors in the system. When you call Berg service
personnel for help with the errors, they'll ask you to calibrate the
system before proceeding with anything else.
Calibration 12-3
Align All-Bottle 7 Activator Rings
All-Bottle activator rings "read" the subtle electronic signals on each coded pourer to assign the
correct price and portion information to a pour. Aligning the activator rings is an important
procedure that ensures the activator rings can recognize each pourer's code. You should perform
the alignment before calibration and any time you make changes to the I-Box or the activator ring
itself. Even changing the length of the cable between the ECU and the I-Box can alter activator
ring alignment, so perform this procedure as needed. Use a complete set of coded pourers when
you perform the activator ring alignment. You don't need to perform this task for 1544 Infinity
ECUs or All-Bottle ID dispensers.
n To 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 activator
ring you want to align. Only ECUs with an All-Bottle
dispenser are shown.
5. Click Run to put the activator ring into alignment mode.
A message reminds you of the need for a complete set of
coded pourers. Make sure the activator ring is in an upright
position before proceeding.
6. Click Yes to continue with the alignment or click No to
cancel the alignment.
12-4 Infinity Installation/Service and User Manual
7. Repeat steps 3-6 for every ECU with an activator ring you
want to align.
8. Go to any of the activator rings you put into alignment
mode. Take a complete set of coded pourers with you.
9. Hold the activator ring upright (as though you were
holding a bottle) and place the coded pourers in sequence
within convenient reach of your other hand.
Portion size
indicator lights
Price level
indicator lights
Berg light
10. Make sure the dispenser is ready for you to continue by
observing the lights on the dispenser. All six of the portion
size and price level indicator lights should be off while the
Berg light is blinking.
11. IMPORTANT. Turn the empty activator ring over as if to
pour a drink and hold the ring in this position until the
price level indicator lights change. (This transmits the "nobottle" state of the activator ring to the ECU.)
12. Return the activator ring to the upright position and insert
the pourer that corresponds to the display of price level
indicator lights (see the code chart).
13. Tip the activator ring and the pourer upside down and hold
in this position until the price level indicator lights change
again. (Tipping the activator ring signals the ECU to read
the pourer code and change the indicator lights.)
14. Repeat steps 12 and 13 for each of the other coded
pourers.
If a wrong pourer is used for any part of the alignment
procedure, finish all remaining tilts for that ECU before
starting over at step 3 for that ECU (just tilting with an
empty ring is OK).
Code Chart
15. When you've completed the alignment using all coded
pourers, the Berg light stops blinking to indicate the
procedure for that dispenser is finished.
16. Repeat steps 8-15 for every activator ring you want to
align.
17. Return to the computer and click Close to exit the Align
Activator Rings screen.
18. Import the activator ring alignment values from the ECUs
to the computer. See Store Alignment Values in this
section.
Calibration 12-5
Store Alignment Values
Perform this procedure after aligning All-Bottle activator rings. This procedure imports the
activator ring alignment values from the ECUs to "store" them at the computer. It's important for
the computer to have a copy of the alignment values so they can be reset at the ECUs if
necessary. (If you perform a Restore Station Memory, alignment values at the ECU are reset
using the values stored at the computer.)
n To 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 alignment
values you want to import. (Select your master group to
import the values for all activator rings in one step.)
4. Click Run to import the alignment values from the ECU(s)
to the computer.
12-6 Infinity Installation/Service and User Manual
A message informs you when the alignment values are
stored.
5. Click Close to exit the Store Alignment Values screen.
Note
q If you forget to store alignment values at the computer after
performing an activator ring alignment, you'll be prompted
to perform this task when you exit the Manager program.
Click Yes to store the alignment values.
Calibration 12-7
Default Alignment Values
When you set up a new ECU with an All-Bottle dispenser in the software, default alignment
values are automatically defined for that activator ring. If you do not have a complete set of
coded pourers or something happened to the stored alignment values in your database, use this
procedure as a temporary way to set up activator ring alignment values. (If the default values do
not work for your coded pourers, you'll need to perform the alignment process. See Align AllBottle Activator Rings in this section.) Berg recommends always aligning the activator rings.
n To 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 activator
ring.
5. Click Run to set default alignment values for the ECU.
12-8 Infinity Installation/Service and User Manual
A message informs you when the default values are set.
6. Repeat steps 3-5 for every ECU with an All-Bottle activator
ring.
7. Click Close to exit the Set Default Alignment Values
screen.
Calibration 12-9
Calibrate Dispensers
Calibration 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 deliver
accurate portions. The calibration procedure involves measuring pours at the dispensers, entering
the amount of the pours at the computer, and re-pouring and measuring (as necessary) until the
level of accuracy for the pour is acceptable. The default level of accuracy is 10% of the
calibration portion size. The calibration portion size is shown using the unit of measure selected
for your system. If you need to change the unit of measure (for calibration only) or the level of
accuracy see Calibration Units and Accuracy in this section. It's helpful to have a partner or carry
a portable computer from dispenser to dispenser when performing the calibration procedure.
n To calibrate dispensers:
1. Run Manager.
2. Pull down the Equipment menu and point to Calibration.
Click Calibrate.....
If you want to put more than
one ECU into calibration mode
at a time see Enter Calibration
Mode in this section.
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 tabs
on the screen of an Infinity ECU represent the Laser and AllBottle dispensers connected to the ECU.
12-10 Infinity Installation/Service and User Manual
Laser and
All-Bottle
dispensers
6. Select a Button number (Laser), pourer Code number (AllBottle) or Disp. number (TAP 1) on the displayed dispenser
tab.
Dispenser Calibration
You can speed up the process
of calibrating All-Bottle
pourer codes and Laser gun
buttons using "dispenser
calibration". (Click the
Dispenser Cal... button.)
Dispenser calibration copies
the timing values of the
selected Laser button to all
other buttons on the gun or
the values of one pourer code
to all other All-Bottle codes
at the dispenser. This brings
the values for all buttons or
coded pourers (at that
dispenser) closer to the
correct range.
You still have to calibrate the
other buttons and pourer
codes using "brand
calibration"—just click
Continue... after you select a
brand. (Use the Dispenser
Cal... button only once for
each dispenser.)
7. Click Continue... to perform calibration only for the Button
number, pourer Code number or Disp. number you have
selected.
OR
Click Dispenser Cal... to perform a dispenser calibration for
the displayed dispenser (All-Bottle or Laser only). Select a
brand that is representative of the viscosity (or thickness) of
most brands at the dispenser.
This calibrates the button number or coded pourer you have
selected and copies its calibration values to all other button
numbers or coded pourers at the dispenser. Click Yes to
continue.
(continued on next page)
Calibration 12-11
List Calibration
List calibration is similar to
Dispenser calibration.
However, you can select which
brands at the dispenser
receive the selected brand's
calibration values.
OR
Click List Cal... to calibrate the brand you've selected and
copy its calibration values to other brands at this dispenser
you select (All-Bottle or Laser only).
List calibration copies the
timing values of the selected
brand to other brands which
you select on the gun. Or it
copies the values of one
pourer code to any other
pourer code you select at the
dispenser. This brings the
values for all buttons or
coded pourers which you've
selected closer to the correct
range.
For the most accuracy, you
still have to calibrate the
other buttons and pourer
codes using "brand
calibration"—just click
Continue... after you select a
brand.
Select the brands to receive the calibration values and click
Continue.... (Use the space bar or a mouse click to select or
de-select brands. Click Select All to select all brands or
Clear to de-select all brands.)
Wait while the dispenser is put into calibration mode.
8. Click OK when you've read the message about entering
calibration mode.
Berg recommends you
calibrate All-Bottle pourers
when the beverage volume is in
the middle third of the bottle.
Calibration Portion Sizes
You can define your small and
large calibration portion sizes.
See Modify Calibration Units
and Accuracy in this section.
9. Go to the dispenser and pour a drink using a measuring cup
or graduated cylinder. Record the amount of each pour.
At an All-Bottle or Laser dispenser, pour a small portion first
and then a large portion with the button number or coded
12-12 Infinity Installation/Service and User Manual
Calibration Mode
In calibration mode, the
regular portion size won't work
on Laser and All-Bottle
dispensers and all tap
buttons pour 16 oz. With
EPROMs 3.0 or greater, the
portion size light at the I-Box
or on the Laser gun blinks and
the lights behind tap buttons
2, 3, and 4 go out. When a
1544 Infinity ECU is in
calibration mode, all size and
price level lights go on. An AllBottle ID dispenser displays
"Calibrate" and the intended
pour size.
pourer you selected. (For EPROMs 3.0 or greater, All-Bottle
and Laser dispensers automatically switch to small portion
size when put in calibration mode. After you pour a small
portion, they switch to large. You can still toggle between the
two. You can't set the portion size to regular.)
At a TAP 1 tap, pour a single portion with button 1 at the tap
number you selected. (Wait for any foam to settle before
measuring.)
At a 1544 Infinity ECU, pour a single portion with the coded
pourer you selected.
When you complete the steps
in this procedure, the
dispenser is automatically
taken out of calibration mode.
With EPROMs 3.0 or greater,
none of the calibration pours
are recorded as sales.
10. At the computer type the exact amount poured for the small
portion in the Small Portion Actual field and the exact
amount poured for the large portion in the Large Portion
Actual field.
Monitor Mode Calibration
(TAP 1)
When you calibrate flow
meters in lines without TAP 1
tap controllers, you can't
discern calibration mode at
the tap with lights or
programmed portion sizes.
Perform the same calibration
steps. The amount you pour
will be compared with the
amount recorded by the ECU.
(The amount you pour is not
fixed at 16 oz.) Pour at least
a full glass or representative
pour. Calibration pours will be
recorded as sales.
OR
Type a TAP 1 amount in the Tap 1 Portion Actual field or a
1544 amount in the 1544 Portion Actual field.
11. Click OK.
(continued on next page)
Calibration 12-13
Level of Accuracy
Level of accuracy is the
percentage of difference
between the amount poured and
amount expected. The default
level of accuracy is 10%.
Infinity displays new calibration values based on the
amounts you entered.
12. If the values are within the accepted accuracy range, you'll
see a message displaying the values. Click OK. Proceed
with step 14.
OR
If the values are not within the accepted accuracy range,
click Yes to re-calibrate. If you click No, Infinity considers
the brand calibrated but it might not pour at the accepted
level of accuracy.
13. If you clicked Yes repeat steps 9-12 until the level of
accuracy is acceptable. Each time you enter a new amount
for an actual pour, Infinity recalculates the timing values
needed to bring the actual pour closer to the calibration
portion size.
12-14 Infinity Installation/Service and User Manual
TAP 1
dispensers
14. Select the next button, coded pourer or tap to calibrate and
repeat steps 7-13. Do not click Dispenser Cal... for more
than one button or coded pourer at the dispenser.
15. When you've calibrated all button numbers or coded pourers
at a dispenser, click the tab for the next dispenser (if any) at
an Infinity ECU and repeat steps 7-14.
16. When you've calibrated all dispensers at the ECU click
Close 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.
Notes
q If you are converting a stand-alone TAP 1 system to work
with Infinity, enter the meter counts and flow rates (listed
on a TAP 1 configuration report) in the software before
performing calibration. See Initialize Calibration Values in
this section.
q You can copy the calibration values of an All-Bottle
dispenser to another All-Bottle dispenser. See Copy
Dispenser Assignments in the Brands, Cocktails, Prices and
Portions section. You can't copy the calibration values of
Laser or TAP 1 dispensers to other dispensers.
q All-Bottle ID dispenser calibration values are automatically
copied to all other All-Bottle ID dispensers.
Calibration 12-15
Show Advanced Calibration Choices
To see more calibration menu items you can select this option. The additional menu items help
you perform tasks you may not use your first time calibrating an Infinity system. The advanced
calibration choices include the following menu items: Units and Accuracy..., Enter Calibration
Mode..., Exit Calibration Mode, and Initialize Calibration Values....
n To 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 menu
items.
The menu disappears. When you access it again the
Calibration menu shows additional items and continues to
do so until you hide them again.
n To 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) to
hide the additional menu items.
The menu disappears. When you access it again the
Calibration menu hides the additional items and continues
to do so until you access them again.
12-16 Infinity Installation/Service and User Manual
Modify Calibration Units and Accuracy
Perform this task if you want to change the default calibration unit of measure, the default
calibration level of accuracy, or the default calibration portion sizes. A common reason for
changing the default unit of measure is the use of metric units on graduated cylinders. You can
change the calibration unit of measure to milliliters (or any other unit) without affecting the unit
of measure set up for the entire system. The default level of accuracy is 10% but you may want
to change this if you need a higher level of accuracy. You may want to modify the default
calibration portion sizes if you prefer to pour calibration portions that are exactly the same as
your small and large portion sizes. To perform this task you must first expand the Calibration
menu. See Show Advanced Calibration Choices in this section.
n To modify calibration units and accuracy:
1. Run Manager.
2. Pull down the Equipment menu and point to Calibration.
Click Units and Accuracy..... (Show Advanced Choices
must be checked.)
3. Select the Units in which to measure calibration portion
sizes. Choose from ounces (oz), milliliters (ml), cubic
centimeters (cc), centiliters (cl) or liters (l). (Your selection
changes the calibration unit only; it doesn't change the unit
of measure you selected on the Country Options screen.)
The default calibration unit of measure is whatever unit
your system uses.
4. Type the % Accuracy. The percentage of accuracy is the
percentage difference between the amount actually poured
and the calibration portion size. The percentage of accuracy
must be between 2% (high level of accuracy) and 50% (low
level of accuracy). The default level of accuracy is 10%.
(For further discussion of level of accuracy see What is
Calibration? in this section.)
Calibration 12-17
5. Type the Small Portion size. This is the small portion size
All-Bottle and Laser dispensers pour when they are in
calibration mode. The small portion size must be at least .5
oz (15 ml) and no larger than one-third of the large portion
size. The default small portion size is .5 oz (15 ml).
6. Type the Large Portion size. This is the large portion size
All-Bottle and Laser dispensers pour when they are in
calibration mode. The large portion size must be at least 3
times greater than the small portion size and no greater than
6 oz (150 ml). The default large portion size is 1.5 oz (45
ml).
7. Type the 1544 Portion size. This is the single portion size
1544 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 Calibration
Units and Accuracy screen.
Notes
q You can't modify the TAP 1 calibration portion size–it
remains set at 16 oz (475 ml).
q Infinity retains any changes you make to calibration units
and accuracy.
12-18 Infinity Installation/Service and User Manual
Enter Calibration Mode
This advanced calibration feature lets you put any number of ECUs in calibration mode at the
same time. You still perform the same basic calibration tasks described in Calibrate All
Dispensers in this section. However, if you use this feature you can save trips back and forth to
the computer. For example, if the computer is in an office distant from the bar, you can go to the
office, put all the ECUs in calibration mode and then go to the bar. At the bar, you can pour and
record calibration portions at all dispensers. Then go back to the office to enter the actual pour
amounts. 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 pour
amounts. Return to the office to enter the amounts, etc. Instead of making all the back and forth
trips for each ECU, you're making them for the entire system. To use this calibration feature, first
expand the Calibration menu. See Show Advanced Calibration Choices in this section.
n To 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 Advanced
Choices must be checked.)
3. Select the name of the Network.
4. Select the number of the ECU with dispensers you want to
calibrate.
5. Click Run.
Wait while the ECU is put into calibration mode.When an
ECU is in calibration mode, the regular portion size won't
work on Laser and All-Bottle dispensers and all tap buttons
pour 16 oz. With EPROMS 3.0 or greater, the small portion
size light at the I-Box and on the Laser guns blinks. (After
you pour a small portion, the large portion size light blinks.)
The lights behind tap buttons 2, 3, and 4 go out. The size
and price level lights of a 1544 Infinity ECU go on.
Calibration 12-19
6. Click OK when you've read the message box about entering
calibration mode.
The ECU you have selected now pours calibration portion
sizes on all dispensers and continues to do so until you use
Exit Calibration Mode... or exit the Manager program.
(With EPROMS 3.0 or greater, none of the pours are
recorded as sales.) This message only appears for the first
ECU you put in calibration mode.
Berg recommends you
calibrate All-Bottle pourers
when the beverage volume is in
the middle third of the bottle.
7. Repeat steps 3-5 for each ECU you want to put in calibration
mode.
8. Click Close to exit the Enter Calibration Mode screen
when you have finished entering ECUs.
9. Go to the dispensers and pour drink(s) using a measuring
cup or graduated cylinder. Record the Laser gun button
number or the All-Bottle coded pourer number or the tap
controller number and the exact amount of each pour.
At an All-Bottle or Laser dispenser, pour a small portion
first and then a large portion. (For EPROMS 3.0 or greater,
All-Bottle and Laser dispensers automatically switch to
small portion size when put in calibration mode. After you
pour a small portion, they switch to large. You can press
either the small or large portion size buttons to toggle
between the two sizes. You can't set the portion size to
regular.)
At a TAP 1 tap, pour a single portion with button 1.
At a 1544 Infinity ECU, pour a single portion with the
selected coded pourer. Sizes or price levels can't be changed.
12-20 Infinity Installation/Service and User Manual
10. Perform the steps outlined in Calibrate All-Bottle or Laser
Dispensers or Calibrate TAP 1 Dispensers. The only
difference is you have already entered calibration mode and
made your calibration pours. You still have to select one
ECU at a time and enter the amount of the calibration pours.
If the level of accuracy is not acceptable for a pour and you
want to conserve trips to the bar, click No when prompted to
recalibrate at this time. Write down all dispensers that need
additional pours. When you finish entering pour amounts
make another trip to the bar for additional pours and then
return to the computer to re-enter the amounts.
11. When you have completed the calibration process and want
to take all the ECUs out of calibration mode, perform the
steps outlined in Exit Calibration Mode in this section. (The
ECUs are not automatically taken out of calibration mode
when you complete the calibration process.)
Notes
q If you change your mind, get interrupted or for any other
reason want to take an ECU out of calibration mode before
the calibration process is complete see Exit Calibration
Mode in this section.
q If you forget to take the ECUs out of calibration mode, you
won't be able to pour a regular portion size at Laser or AllBottle dispensers and all tap buttons pour 16 oz (475 ml).
With EPROMs 3.0 or greater, the lights help you see if a
dispenser is still in calibration mode.
q If you exit the Manager program with ECUs still in
calibration mode the ECUs are automatically taken out of
calibration mode.
Calibration 12-21
Exit Calibration Mode
Use this advanced calibration choice only if you have used the Enter Calibration Mode... menu
item. You do not have to use this feature if you complete the calibration process outlined in
Calibrate All Dispensers. This procedure exits calibration mode for all ECUs. (You can't select
specific ECUs to exit calibration mode.) To use this calibration feature you must first expand the
Calibration menu. See Show Advanced Calibration Choices in this section.
n To exit calibration mode:
1. Run Manager.
2. Pull down the Equipment menu and point to Calibration.
Click Exit Calibration Mode..... (Show Advanced Choices
must be checked.)
3. Click Yes to exit calibration mode for all ECUs. Click No to
stay in calibration mode.
4. Wait while the ECUs are taken out of calibration mode.
Note
q If you exit the Manager program with ECUs still in
calibration mode the ECUs are automatically taken out of
calibration mode.
12-22 Infinity Installation/Service and User Manual
Initialize Calibration Values
Perform this task if you know the correct timing values or meter count/flow rate numbers for
your dispensers. Entering the correct values speeds up the calibration process and is helpful if
you are upgrading a system and already know the exact values or when something happens to
your database and you need to re-enter the values. (The delay/cal values and meter count/flow
rate values can be found on a price/portion report.) To use this calibration feature you must first
expand the Calibration menu. See Show Advanced Calibration Choices in this section.
n To initialize calibration values:
1. Run Manager.
2. Pull down the Equipment menu and point to Calibration.
Click Initialize Calibration Values..... (Show Advanced
Choices must be checked.)
Switching to High Flow
Pourers
If you switch from standard flow
to high flow pourers, you should
re-calibrate the brands using
the new pourers. You can speed
up the calibration process by
entering the high flow Delay and
Cal values before calibration.
3. Select the name of the Network.
4. Select the number of the ECU with delay/cal values or
meter count/flow rates you want to change.
5. Click Continue....
(continued on next page)
Calibration 12-23
Load Defaults
Click Load Defaults to see the
default calibration values on all
tabs. You'll be prompted to
choose standard or high flow
pourers if you have an AllBottle 7 dispenser.
8QLWRI
6. For an Infinity ECU type in the correct values in the Delay
and Cal fields for each button number on the displayed
Laser dispenser or each coded pourer on an All-Bottle
dispenser.
For a 1544 Infinity ECU type in the correct values in the Cal
fields for each coded pourer. (The Delay values are fixed.)
Delay and Cal are the timing values adjusted during
calibration to regulate the duration of each pour. The default
values are listed in the following table. Default delay values
may vary based on dispenser type, pourer type and/or
assigned brand.
$OO%RWWOH
$OO%RWWOH
6WDQGDUG)ORZ
+LJK)ORZ
/DVHU
,QILQLW\
$OO%RWWOH,'
+LJK)ORZ
+LJK)ORZ
0HDVXUH
'HOD\
&DO
'HOD\
&DO
'HOD\
&DO
'HOD\
&DO
'HOD\
&DO
R]







PHWULF










7. Click the tab for the next dispenser (if any) and repeat step
6.
12-24 Infinity Installation/Service and User Manual
8. For a TAP 1 ECU type in the correct flow rate in the Timer
field or the correct flow meter count in the Meter field for
each tap controller.
The default flow rate is 2 oz (59.1 ml) of beverage per
second. If you want to estimate the actual flow rate of a tap
controller use a stopwatch to pour for exactly 10 seconds
into a 20 ounce or larger measuring cup. When the foam
settles divide the number of ounces or milliliters poured by
10. This is the estimated flow rate.
The default flow meter count is 3700. The flow meter count
is the number on the flow meter you recorded and saved at
the time of installation.
9. Click OK to save your entries and exit the Initialize
Calibration Values screen. For an Infinity ECU OK saves
entries for all tabs at the same time.
Calibration 12-25
SECTION
13
Equipment Operations
You can control day to day operations of stations and groups using Infinity
software. This section provides help with the following tasks:
Enable or Disable a Station or Group ........................................... 13-2
Change the Price Level of a Station or Group .............................. 13-4
Set an ECU's Date/Time ............................................................... 13-6
Set the Infinity System Date/Time ............................................... 13-8
Enable or Disable a Station or Group
Use this feature to activate or deactivate stations or groups within an Infinity system. A station is
the smallest component of the system for which you can perform this operation. (You can't enable
or disable a single dispenser.) Infinity can automatically perform this task at specified times if
you include it in a schedule. See the Schedules section.
n To enable or disable a station or group:
1. Run Manager.
2. Pull down the Operations menu and click Enable/
Disable....
You can also access this
feature using the
Equipment | Operations
menu.
3. Select the name of the Station or Group you want to enable
or disable.
4. Select Show Actual if you want the software to
communicate with the ECUs to determine their current
status. Wait while the communication occurs.
5. Select Enabled to enable the station or group you have
selected.
OR
Select Disabled to disable the station or group you have
selected.
6. Click Run to send the enable or disable message to the
ECUs.
13-2 Infinity Installation/Service and User Manual
Wait while the communication occurs. A message informs
you when the procedure is complete.
7. Click Cancel to exit the Enable/Disable screen.
Note
q The Unknown field is selected if Show Actual is not
selected. (The software has no way of knowing the current
enable status of an ECU unless it communicates with the
ECU.) The Unknown field may also be selected if some
ECUs within a group you've selected are enabled and others
are disabled.
ECU Operations 13-3
Change the Price Level of a Station or Group
You can quickly make price level changes for a station or group using the software. This is a
convenient way to change the price level for the entire system. Infinity can automatically
perform this task at specified times if you include it in a schedule. See the Schedules section.
n To change the price level of a station or group:
1. Run Manager.
2. Pull down the Operations menu and click Change Price
Level....
You can also access this
feature using the
Equipment | Operations
menu.
3. Select the name of the Station or Group whose price level
you want to change.
4. Select Show Actual if you want the software to
communicate with the ECUs to determine their current
status. Wait while the communication occurs.
5. Select the new price level.
6. Click Run to communicate the change to the ECUs.
13-4 Infinity Installation/Service and User Manual
Wait while the communication occurs. A message informs
you when the change is complete.
7. Click Cancel to exit the Change Price Level screen.
Note
q The Unknown field is selected if Show Actual is not
selected. (The software has no way of knowing the current
price level of an ECU unless it communicates with the ECU.)
The Unknown field may also be selected if the ECUs within
a group you've selected are currently using different price
levels.
ECU Operations 13-5
Set an ECU's Date/Time
You can adjust the time and/or date at an individual ECU using this feature. It's a good idea to
keep the same time set on the computer and all the ECUs in an Infinity system.
n To set an ECU's date/time:
1. Run Manager.
2. Pull down the Equipment menu and point to Operations.
Click Set ECU Time.....
Date/Time Formats
Enter the new date and time in
the format displayed for your
Windows system.
3. Select the name of the Network.
New Date
4. Select the number of the ECU.
Click the drop-down arrow to
see a calendar from which to
choose your date.
5. Type the New Time for the ECU.
Type the New Date for the ECU.
13-6 Infinity Installation/Service and User Manual
OR
Click Use PC Time to set the new ECU time and date to
match the computer time.
6. Click Reset to update the displayed times (they do not
automatically 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.
ECU Operations 13-7
Set the Infinity System Date/Time
Perform this operation when you need to reset the time and/or date for the computer and all the
ECUs 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 Set
ECU Time in this section.
n To set the Infinity system date/time:
1. Run Manager.
2. Pull down the Equipment menu and point to Operations.
Click Set Infinity System Time.....
Date/Time Formats
Enter the new date and time in
the format displayed for your
Windows system.
New Date
Click the drop-down arrow to
see a calendar from which to
choose your date.
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 not
automatically advance as time passes).
5. Click OK to save your entries and reset the entire system
time. (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.
13-8 Infinity Installation/Service and User Manual
SECTION
14
Server ID
Server ID is a feature of Infinity that provides security through the use of access
keys assigned to specific servers. To use server ID you must have EPROM
version 3.04 for Infinity ECUs, version 3.08 for 1544 Infinity ECUs and version
5.04 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 be
assigned a key with specific options enabled or disabled. This section provides
help with the following tasks:
What is Server ID? ........................................................................ 14-2
Add a Server ................................................................................. 14-4
Modify a Server's ID Number ....................................................... 14-6
Rename a Server ........................................................................... 14-8
Delete A Server ........................................................................... 14-10
Assign or Modify a Server Key .................................................. 14-12
Check a Server Key..................................................................... 14-16
Disable a Server Key .................................................................. 14-20
Set the Server Key Code ............................................................. 14-22
End Shift for a Server ................................................................. 14-24
What is Server ID?
Server ID is an optional feature of Infinity that controls access to pouring operations with server
keys. With server ID enabled, a server can only pour a drink by using a valid key. This feature
provides both security and accountability.
What do I have to
do to use server ID?
EPROM version
Server ID requires the following
minimum EPROM version
numbers in each ECU:
Version 3.04 for Infinity ECUs
Version 3.08 for 1544 Infinity
ECUs
Version 5.04 for TAP 1 ECUs
Use the appropriate EPROM version in the ECU(s).
Install the Datakey box and the remote server
access box (see the Hardware Installation section).
Enable the Server ID feature of the software (see the
Configuration Options section).
Set the server key code (see Set the Server Key Code in this
section).
Enable the server ID feature for each ECU (see the New
ECU Setup tasks in the Network and ECU Setup section).
Set up a server list with unique server names (see Add a
Server in this section).
Assign a key to each server (see Assign or Modify a Server
Key in this section).
Manage the keys and server sales data (see the tasks in this
section for managing keys, see the Reports section to run
server reports).
How do the keys work?
When you assign a key to a server, you electronically program
the key with the server's name, an ID number and a system-wide
key code. You specify if the key is valid for the entire system or
only selected stations, whether comp pouring is allowed and
whether the key has an expiration date. The server must then
insert the key in a server key receptacle to pour drinks at
dispensers enabled with server ID. If a valid key is inserted,
pouring is enabled at the dispenser and all pours and sales that
occur while the key is inserted are assigned to the server. The
server pours, sales, comp sales and cancel sales are recorded in
the ECU.
How many servers can
use the system?
You can add an unlimited number of servers to your server list
and assign an unlimited number of server keys. However, each
ECU 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, the
TAP 1 ECU tracks sales for 10 servers at each partition.) The 20
servers can be different at each ECU.
If you have more than 20 servers using the same ECU at the
same time, the server sales data in the ECU for the server that's
been pouring the longest will be erased when the 21st server
inserts a valid key.
14-2 Infinity Installation/Service and User Manual
The total sales data in the ECU is not erased or changed (the first
server's sales are still figured into the total).
If you have more than 20 servers but they don't work at the same
time, you may want to run a Clear Server Sales (Z) report for
servers as they leave. You can also End Shift for servers. This
clears the server's sales and frees the "slot" used to track the
server's sales in the ECU, so the slot can be used by a new
server.
Is it hard to keep track
of and manage the keys?
The server ID feature isn't hard to manage—the way you use it
depends on your security and accountability needs. It's the sole
responsibility of the owner to handle and program the keys
responsibly. You'll probably want to establish guidelines for
picking up and returning the keys (You may want to keep them
in an office and sign them out when a shift begins, or make
servers responsible for their own keys at all times or some other
convenient method.) Be sure to retain and disable any keys
when a server leaves the business. You can re-program keys for
new employees.
The attributes and restrictions you can assign to each key
provide further management flexibility. For instance, you may
want to set a daily expiration date on keys where loss or theft is
a concern, or the server is temporary or in training. You may
also want to limit the stations or dispensers where a server's key
is valid.
What if a key is lost?
You can't disable the key if you don't have it to insert in the
Datakey box. If there is an expiration date programmed on the
key, the key is automatically disabled after that date. If you want
to prevent access to your system with the missing key, you can
change the server key code for your entire system and reprogram all existing keys with the new code. Any key which is
not re-programmed with the new code (including the missing
key) is not valid on your system.
What about reports?
Infinity generates two different reports with server sales data:
the Server Summary report and the Server Sales by Price Level
report. When you clear server sales at the ECU, a Server
Summary report is generated. For details about these reports, see
the Sample Reports section. If you plan to run reports on server
sales data, you'll want to make sure the sales for a server are not
overwritten (if you have more than 20 servers) and always clear
the server sales before clearing sales for the ECU.
Server ID 14-3
Add a Server
Before you can assign keys to your servers, you must add each server to your server list. To add a
server to the list, you must enter a unique name and a unique ID number for the server. When you
assign a key to the server, the ID number identifies the server to the ECU.
n To 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 can
be up to 16 characters (letters or numbers).
5. Click Continue....
14-4 Infinity Installation/Service and User Manual
What is the Server ID
number?
The server ID number
identifies the server to the
ECU and must be unique for
each server.
Infinity keeps track of the ID
numbers that have been
assigned and automatically
generates a new ID number
for each server.
6. View the Server ID number displayed for the server. If you
want a different number for the server, type the new number.
7. Click OK to save the server name and number and exit the
screen or click Cancel to exit the screen without saving the
server 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.
You can change the ID number
to another unique number (up
to 99999) if you choose.
You donÂ’t need to remember
the ID numbers to perform
future server operations.
Servers are always identified
by name in Infinity software
(for assigning, reading and
clearing keys, generating
reports, etc.).
Note
q The server list is independent of the list of registered users
(set up for password protection of Infinity software).
Server ID 14-5
Modify a Server's ID Number
You can change a server's ID number if necessary. You may want to do this if you have ID
numbers for your servers from another system (e.g., a POS system) and you want to use the same
numbers for Infinity. The new number you give the server must not be used by any other server
in the system.
n To 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.
14-6 Infinity Installation/Service and User Manual
6. Click OK to save the number and exit the screen or click
Cancel to exit the screen without saving the number.
7. Click Close to exit the Server Setup screen.
Notes
q The server ID number is not changed on the server's key
until you insert the key in the programming box and modify
the key. See Assign or Modify a Server Key in this section.
q It's a good idea to clear the server's sales before changing the
server ID number. If you don't, any existing sales data with
the old ID number appears on reports with the heading
"Server #" (# is the ID number).
Server ID 14-7
Rename a Server
Use this procedure if you want to change a server's name in the server list.
n To 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....
14-8 Infinity Installation/Service and User Manual
6. Type the New Name of the server. The name can be up to
16 characters (letters or numbers).
7. Click OK to save the server name and exit the screen or
click Cancel to exit the screen without saving the server
name.
8. Click Close to exit the Server Setup screen.
Notes
q The server's name is not changed on the server's key until
you insert the key in the programming box and modify the
key. See Assign or Modify a Server Key in this section.
q Renaming a server does not affect server sales data
currently stored in the ECU since the data is stored by ID
number. All sales data for the server will appear on reports
under the new server name.
Server ID 14-9
Delete a Server
If you make a mistake setting up your server list or if a server leaves the business, you can easily
remove the server's name from the server list. The server's key should be retained and
reprogrammed for use by another server.
n To 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.
14-10 Infinity Installation/Service and User Manual
6. Click Yes to confirm deletion of the server or click No to
cancel the deletion process.
7. To disable the deleted server's key, click Yes. (Click No if
you 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 click
Modify....
Wait for the key to be disabled.
Remove the key from the Datakey box.
8. Click Close to exit the Server Setup screen.
Server ID 14-11
Assign or Modify a Server Key
To 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 the
key you must reinsert the key and reprogram it. (If you're using a switchbox to switch between
network operations and key operations, be sure to set the switch for key operations.)
n To 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 is
attached.
4. Insert the key into the Datakey box.
5. Click Modify....
Wait for the computer to communicate with the Datakey box
and read the key.
14-12 Infinity Installation/Service and User Manual
The Server ID number can't be
changed from this screen. If
you need to change it, see
Modify a Server's ID Number in
this section.
The values shown reflect the
content of the key inserted.
If there are irregular or illegal
values on the key, a popup
message shows the conflict
and the field is replaced with
a valid value.
6. Select the Server.
7. Select the Attributes for the server's key.
Key Code displays the server
key code for the entire
system. This code is
programmed on each key you
assign to a server. To change
the key code, see Set Server
Key Code in this section.
Expiration is the date through which the key is valid (e.g.,
12/31/02). This feature is optional. If you don't want an
expiration date programmed on the key leave this field
blank.
Select Enabled to enable the key for use in the system. If
you don't select this option the key can't be used for
pouring.
Select Comp to enable complimentary pouring with the key.
(continued on next page)
Server ID 14-13
8. On the Restrictions tab, select the Allowed Stations and
Allowed Dispensers for the key.
All-Bottle Dispensers
When you select All-Bottle as
an Allowed Dispenser, it
includes All-Bottle 7, All-Bottle
15 and All-Bottle ID.
Allowed Stations are the stations where you want the key to
work. You can allow pouring at all stations or up to three
individual stations. All Stations gives access to every
station in your system. Station 1, 2 and 3 give access to the
station(s) you select.
Allowed Dispensers are the types of dispensers where you
want the key to work. Choose from Laser, All-Bottle and
Tap dispensers.
9. Click OK to save the options and write them to the key in
the Datakey box or click Cancel to exit the screen without
saving any options.
Wait while the computer communicates with the Datakey
box.
14-14 Infinity Installation/Service and User Manual
10. Remove the key from the Datakey box. Tag or label the key
with the server's name if you haven't already done so.
11. To assign another server's key, insert the next key into the
Datakey 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.
Server ID 14-15
Check a Server Key
If a server key isn't working, use this feature to check the key's validity. You'll be able to see the
key code programmed on the key and the attributes and restrictions assigned to the key. You can
also check the server key against a particular ECU to see why the key won't work at that ECU.
n To 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 box
and read the key.
14-16 Infinity Installation/Service and User Manual
6. Click OK after reading the message about the key's state.
You can't make any changes
from this screen. If you want
to make changes to the key
see Assign or Modify a
Server Key in this section.
The server name and ID number assigned to the key are
displayed along with the attributes, restrictions and key code
for the key.
7. To check the key's validity for a specific ECU click Check
ECU....
(continued on next page)
Server ID 14-17
8. Select the name of the Network.
9. Select the ECU number.
10. Click Continue....
The software checks the key's attributes against the specific
ECU to see if the key is programmed to work at that ECU or
if 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 Datakey
box.
14-18 Infinity Installation/Service and User Manual
13. 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 Port
screen.
Server ID 14-19
Disable a Server Key
You can only disable a server key if you have it in your possession. You should retain and disable
the keys of servers who leave the business.
n To 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 box
and read the key.
14-20 Infinity Installation/Service and User Manual
6. Click the Enabled check box. (An unchecked box signifies a
disabled state.)
7. Click OK to exit the Modify Server Key screen.
8. Remove the key from the Datakey box. No one can pour
drinks with the key until you enable it again.
9. Click Close to exit the Server Key Setup screen.
Notes
q Disabling the key does not change the name or ID number
on the key. It just makes the key invalid at any of your
stations.
q If you delete a server from your server list, you'll be
prompted to disable the server's key.
Server ID 14-21
Set the Server Key Code
The server key code is the number you assign to your system that is programmed on every server
key. It's like a password stamped on every key and recognized by every ECU in your system. You
set this number initially on the Security Options screen when you install the software. You can
change the server key code using the Server ID menu of the Manager program. Changing the
server key code is the only way to prevent access to your system by a lost or stolen key (unless
the key is expired). Perform this procedure when the system is not in use and you have all the
keys in your possession.
n To set the server key code:
1. Run Manager.
2. Pull down the Server ID menu. Click Set Server Key
Code....
3. Select the Port where the Datakey box is attached.
What is the Server Key
Code?
The server key code is any
number you choose between 0
and 65535. The key code is
used by the ECUs to determine
if a key belongs to your system,
thus preventing unwanted
access. The server key code is
programmed on each key you
assign to a server and is the
same for all keys in your
system.
4. Type the Key Code you want for your system. It can be any
number from 0 to 65535.
5. Click OK to save the code.
Wait while the code is communicated to the ECU(s).
14-22 Infinity Installation/Service and User Manual
6. 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.
Note
q If you forget a key it will not work in the system. You can
update the key later by using the procedure in Assign or
Modify a Server Key in this section. Anytime you update any
information for a key, the key code is updated to the most
recent value.
Server ID 14-23
End Shift for a Server
End Shift lets you clear a server's sales data and name from a station or group. Clearing the sales
with End Shift does not generate a report. This feature is useful if you have more than 20 servers
and you want to clear a server's specific slot (for tracking sales) at the ECU. If you have more
than 20 servers and you don't clear any servers' sales, the 21st server's sales overwrite the sales of
the server that has been pouring the longest. You can End Shift for the server that is leaving and
the 21st server's sales are recorded in the now empty slot. This clears the server's sales at the ECU
so you may want to run a Server Summary report (in the Report program) first.
n To 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.
Server Limit with Partitions
If you divide a TAP 1 ECU into
more than 4 partitions, the
number of servers whose sales
are tracked (at any given time)
is reduced from 20 per partition
to 10 per partition.
5. Click End Shift....
14-24 Infinity Installation/Service and User Manual
6. Select the Station or Group from which to clear the server's
name and sales.
7. Click Run to communicate the end shift message to the
ECU(s).
Wait for the communication with the ECU(s) to occur. A
message 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.
Server ID 14-25
SECTION
15
Inventory
Infinity's Inventory feature uses volume data generated by the ECUs to keep
track of stock amounts and help determine which products should be ordered. It
allows you to print orders for each supplier and provides a place to enter delivery
amounts, thus helping you keep a reliable account of your Infinity inventory.
This section provides help with the following tasks:
Inventory Overview ...................................................................... 15-2
Inventory Setup Checklist ............................................................. 15-4
Supplier Setup ............................................................................... 15-6
Brand List Setup ........................................................................... 15-8
Inventory Options ....................................................................... 15-10
Initial Stock ................................................................................. 15-11
Inventory Check .......................................................................... 15-12
Orders .......................................................................................... 15-14
Deliveries .................................................................................... 15-16
Reports ........................................................................................ 15-17
Inventory Overview
What is Inventory?
Inventory is Infinity's stock-tracking feature that helps you
streamline and automate your inventory and ordering tasks. Each
time you Archive and Clear Sales, the drink volume recorded by
the ECUs is available at the computer for running an Inventory
Check. Inventory Check uses the volume data that's been
archived to calculate the reduction in inventory that has
occurred. Because Inventory also lets you enter the actual stock
on hand, you can easily review the amount of any product loss
for each brand. In addition, once you've set up a minimum
amount 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 can
point and click to generate an order and print it right from
Infinity's Report program. When the order is delivered, simply
verify the delivery amounts and Infinity adjusts your electronic
inventory accordingly.
Which brands does
Inventory track?
Inventory tracks any brand in your Infinity brand list that has a
supplier. However, Berg recommends not assigning a supplier to
brands assigned to All-Bottle-7 and All-Bottle-15 codes unless a
single brand is assigned to a single code, e.g., "Irish Cream".
(Since multiple brands are typically dispensed under each AllBottle code, e.g., "Well" or "Call", Inventory is generally not
useful for these dispensers.) Any product not dispensed by Berg
equipment can't be included since only the volume data
generated at an ECU is used to track product.
Initial Setup
An Inventory menu appears in both Manager and Report once
you enable the feature in Configuration Options. Several
Inventory setup tasks should be performed after other Infinity
setup tasks (including calibration) are completed. See Inventory
Setup Checklist in this section for a complete setup guideline.
Physical Inventory
Product Loss
You'll still need to take a physical inventory of your stock at
regular intervals if you want to have the most accurate picture of
overall product cost and loss. Infinity provides a place to enter
the numbers from your physical inventory so the stock amounts
will be accurate in the software. See Inventory Check in this
section for help with entering these numbers.
Whenever you enter physical inventory amounts, Infinity can
compare those amounts with the amounts from the ECUs'
volume data and determine the difference (or product lost). You
can run a Cost Analysis report showing the volume of lost
product and the retail value of that loss for each brand. See
Reports in this section or Cost Analysis Report in the Sample
Reports section.
15-2 Infinity Installation/Service and User Manual
Generating Orders
To generate an order using the Inventory feature, you must first
run an Archive and Clear Sales report and then an Inventory
Check. This gives Infinity a chance to calculate how much your
stock has been reduced. You can then adjust Infinity's stock
amounts using numbers from your own physical inventory.
Finally, Inventory helps you select which brands need ordering
and you can save and print the order. See Inventory Check and
Orders in this section.
Deliveries
It's important to record all the items received so Inventory can
keep an accurate count of your stock. Inventory displays the
amount you ordered and you can either accept that number or
enter a different number if the delivery doesn't match the order.
See Deliveries in this section.
Reports
Inventory includes three reports: Current Stock, Cost Analysis
and Brand Order. These reports can be run using the Advanced
Reporting menu or the Inventory menu. See Reports in this
section.
Schedule
You can run Inventory Check using an Infinity schedule once
the Inventory feature is enabled. (It will be performed on the
Master Group.) Typically, an Archive and Clear Sales report
should precede the Inventory Check in the schedule. (You can't
adjust inventory amounts, order points, order quantity or order
cost while the schedule is running, so set them up correctly
before the schedule runs.) Any brands with stock amounts below
their order points are automatically included in the order
generated. See the Schedules section for help creating a
schedule.
Inventory 15-3
Inventory Setup Checklist
Follow this sequence of steps to set up Infinity's inventory tracking feature.
n To set up Inventory:
1. Enable the Inventory
feature when you install
the software or by
accessing Configuration
options. See Enable
Inventory in the
Configuration Options
section.
2. If you use the Brand
Wizard, select a
Container for each
product type and enter a
default Order Point for
all brands. (The order
point is the minimum
number of containers you
want on hand before you
reorder.)
3. Perform all other Infinity setup tasks (ECUs, brand and
cocktail assignments, etc.) Calibrate all dispensers. See the
Network and ECU Setup, Brands, Cocktails, Prices and
Portions and Calibration sections in this manual.
4. Delete unused brands and cocktails from your brand list. See
Delete Unused Brands and Cocktails in the Brands,
Cocktails, Prices and Portions section.
5. Set up your suppliers. See
Supplier Setup in this section.
15-4 Infinity Installation/Service and User Manual
6. Set up ordering
information for
each brand. See
Brand List Setup
in this section.
7. Enter Inventory options. See
Inventory Options in this
section.
8. Perform a physical inventory and record the number of
containers on hand for each brand.
9. Run Initial Stock. It will
prompt you to Archive and
Clear Sales so any recorded
pours can be cleared before
you enter stock amounts.
Then it will prompt you to
enter initial stock amounts
(from your physical
inventory) for each brand.
See Initial Stock in this section.
10. Inventory is now set
up and ready to use. At
regular ordering
intervals, perform an
Inventory Check to
assess stock amounts
and adjust as needed
before generating
orders. Promptly enter
all deliveries received.
Inventory 15-5
Supplier Setup
Supplier setup information includes the supplier's name and address.When you create a new
supplier, you can assign it to a product type or to all brands. Each brand can only have one
supplier. Any brands in your list without a supplier are not included in Inventory.
n To 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....
Brand List Setup
Use Brand List Setup to
assign different suppliers to
brands of the same product
type or to assign the same
supplier to brands of two or
more (but not all) product
types.
5. Type the Address of the supplier (as you want it to appear
on printed orders).
6. If you want to assign this supplier to a product type, select
the product type in the Assign To field. All brands in the
product type receive the supplier assignment (even if they
already have a supplier assignment). Select  to assign
this supplier to all brands.
7. Click OK.
15-6 Infinity Installation/Service and User Manual
n To modify an existing supplier's address:
1. Select a Supplier to modify.
2. Click Modify....
3. Type the Address.
4. Click OK.
n To 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.
OR
2. Click Delete.
3. Click Yes.
If you delete a supplier already assigned to a brand a prompt
reminds you. Click Yes to delete the supplier or No to keep
it. If you proceed with the deletion, any brands with the
supplier assignment will automatically be assigned the first
remaining supplier in the supplier selection list.
Inventory 15-7
Brand List Setup
To use Inventory, each brand must be set up with container, supplier and ordering information. In
Brand Wizard, you already defined default containers per product type and a default order point
for all brands. In supplier setup, you assigned a supplier to selected product types. You need to
verify those default entries and also enter container costs and retail prices for each brand.
n To use Brand List Setup for Inventory:
1. Run Manager.
2. Pull down the Inventory menu and click Brand List
Setup....
3. Click Multiple....
Container Setup
To define a new container or
modify a container's size, see
Container Setup in the Brands,
Cocktails, Prices and Portions
section.
4. On the Basic tab, select a Container, type the Container
Cost and Retail Price.
Container is the name of the container the brand comes in.
15-8 Infinity Installation/Service and User Manual
Container Cost is the cost (to you) of each container of the
brand. It's also used on both Inventory and Usage reports.
Retail Price is the retail price the customer pays for each
unit of measure of the brand. It's used to calculate stock
value on the Container Stock report and to calculate retail
value on the Cost Analysis report, the Retail Usage report
and the Reconciliation report.
5. On the Inventory tab, type the Order Point and select a
Supplier (if necessary).
Order Point is the minimum number of containers of the
brand you want in your total stock. When the number of
containers falls below the order point, Inventory flags the
brand to let you know it's time to re-order. This can be a
partial container amount (up to two decimal points).
Supplier Assignment
You must assign a supplier to
every brand you want to include
in Inventory.
Supplier is the name of the supplier of the brand. Select
 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 in
Inventory Check.)
6. Click OK to save your brand list setup on both tabs. Click
Cancel to exit the screen without saving.
7. Click Close to exit the Brand List Setup screen.
Inventory 15-9
Inventory Options
In Inventory Options, you enter the name and address of your establishment for printed orders.
n To enter Inventory Options:
1. Run Manager or Report.
2. Pull down the Inventory menu and click Inventory
Options....
3. Type your Establishment name and Address (to be printed
on orders).
4. Check Calculate Container Cost if you want Inventory to
recalculate the container cost for each brand in an order
based on its order cost. (If your order cost changes
frequently, you may not want to select this option, but keep
the container cost entered in Brand List Setup.)
5. Click OK to save your entries and exit. Click Cancel to exit
the screen without saving.
15-10 Infinity Installation/Service and User Manual
Initial Stock
You 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.
n To enter initial stock:
1. Run Report.
2. Pull down the Inventory menu and click Initial Stock.....
3. Click
Continue...
after reading
the note
about
clearing
sales.
4. Click Yes to Archive and Clear Sales if you've poured any
drinks since your
last Archive and
Clear Sales. Wait
for the report to
run. View, save
and/or print the
report and click Close to exit the View screen.
Supplier Assignment
Brands without an assigned
supplier will not appear in this
inventory list.
5. Type your current stock amounts for each brand in the Total
Stock column. This includes containers behind the bar and in
the store room. Partial container amounts can be entered up
to two decimal places.
6. Click OK. If you leave any stock amounts at zero, a prompt
reminds you.
Inventory 15-11
Inventory Check
Inventory Check uses only volume data that's been archived at the computer to adjust inventory. It
also provides a chance to enter stock amounts from your physical inventory before generating
orders. To calculate volume lost, you must take a physical inventory. However, you can run
inventory check without doing a physical inventory to review stock amounts and generate orders.
n To run Inventory Check:
1. Run Report.
2. Pull down the Inventory menu and click Inventory
Check.....
Archive and Clear Sales (Z)
Infinity uses volume data
from the Archive and Clear
Sales report to calculate the
reduction in stock amounts
for each brand.
If you haven't cleared sales
since your last Inventory
Check, you are prompted to
do so before proceeding.
If you've cleared sales more
than once since your last
Inventory Check, Infinity uses
combined volume data from all
of those Archive and Clear
Sales reports to determine
stock reduction.
3. Click
Continue...
after
reviewing the
dates of the
most recent
archive and
inventory check.
4. Click Yes to Archive
and Clear Sales if
you've poured any
drinks since your last
Archive and Clear
Sales. Wait for the
report to run. View, save and/or print the report and click
Close to exit the View screen.
Calibration Pours
Calibration pours aren't
included in the volume amount
in the Archive and Clear Sales
report. If you've made any
calibration pours since your
last Archive and Clear Sales,
adjust your physical inventory
amounts to account for the
calibration pours.
5. If you've performed a physical inventory, type any adjusted
stock amounts in the Total Stock column. This includes
containers behind the bar and in the store room. Partial
container amounts can be entered up to two decimal places.
15-12 Infinity Installation/Service and User Manual
6. Click Continue.... If you leave any stock amounts at zero, a
prompt reminds you.
7. Add or remove brands from the order by clicking or using
the space bar. Brands with a total stock number below the
order point are already highlighted and include the tag
"ORDER NOW". Click Continue....
8. Type a new Order Number if desired. Successive order
numbers are automatically generated.
Order Cost
If you checked Calculate
Container Cost on the
Inventory Options screen, any
order cost you enter here will
be divided by the order
quantity to determine a new
container cost for the brand.
If you didn't check Calculate
Container Cost, the order
cost has no effect on the
container cost.
9. Type the Order Quantity for each brand. Once you enter a
quantity 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.
OR
If you're ordering brands from more than one supplier, click
Next and repeat steps 8-12 for each order.
Inventory 15-13
Orders
You can modify or delete any existing orders. When you create a new order, Inventory Check
prompts you to run an Archive and Clear Sales report and then adjusts all stock amounts using
volume data from the report.
n To create a new order:
1. Run Report.
2. Pull down the Inventory menu and click Orders....
Deliveries...
Click the Deliveries... shortcut
button to enter quantities
delivered. Follow the steps
outlined in Deliveries in this
section.
3. Click New....
4. Follow steps 3-14 of Inventory Check in this section.
n To modify an existing order:
1. Select an Order number to modify.
2. Click Modify....
Remove Items
Type in an Order Quantity of
zero to remove any item from
the order.
3. Type a new Order Quantity or Order Cost for the desired
brand(s).
15-14 Infinity Installation/Service and User Manual
4. Click Print to print a copy of the order.
5. Click OK to save any changes and exit. Click Close to exit
if you haven't made changes.
Supplier
Beer Man, Inc.
5000 Distributor Lane
Anytown, USA
Order Number
11
Order Date
Ordered By
11/8/2000 1:58:44 PM
Uptown Grill
345 Cherry Lane
Anytown, USA
Page
of
Brand
Order Qty.
Order Cost
Bud Light
36.00
DAB
42.00
HARP
50.00
Killian’s Red
38.00
Samuel Adams
40.00
206.00
n To delete an order:
1. Select Show All Options.
2. Click Delete.
3. Click Yes.
4. Click Close to exit the Orders screen.
Inventory 15-15
Deliveries
Whenever stock is added to your inventory, you should enter the container quantities using the
Deliveries menu option.
n To enter deliveries:
1. Run Report.
2. Pull down the Inventory menu and click Deliveries....
3. Select the Order Number of the delivery and click
Continue....
Incomplete Deliveries
If you don't receive a brand
listed on the order, enter zero
for its order quantity. This
cancels the order for that
brand. If the brand is expected
at a later date, create a new
order for the brand.
4. Type in a new Order Quantity if the delivery quantity
differs from the order.
5. Type in a new Order Cost if the invoice reflects a different
cost.
6. Click OK to accept the delivery with the amounts shown.
This adds the received containers to the total stock and
removes the order from the system.
7. Click Close to exit the Deliveries screen.
15-16 Infinity Installation/Service and User Manual
Reports
All 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 be
run on data in the ECU or by archive dates.
n To run Inventory reports:
1. Run Report.
2. Pull down the Inventory menu and point to Reports. Click
the report name.
Wait for the report to run.
Sample Reports
See Container Stock Report,
Cost Analysis Report or Brand
Information Report in the
Sample Reports section for
further explanation of each
report.
3. Click Print to print the report.
4. Click Save As... to save the report.
5. Click Close to exit.
Inventory 15-17
SECTION
16
Reports
Infinity collects sales data from each ECU and calculates totals by station or
group. This data can be reviewed on screen and/or on paper to help monitor
inventory, track daily operations and identify potential problems. Infinity
provides a broad range of reports to permit review of data from different
perspectives. See the Sample Reports section for an example of each Infinity
report. See the Reconciliation and Variance Reports section for help with reports
that compare sales terminal data with Infinity data. You can also set up a
schedule to run Infinity reports at specific intervals. See the Schedules section.
This section provides help with the following tasks:
Set Report Options ........................................................................ 16-2
Managing Report Files .................................................................. 16-8
Run a Current Sales Report......................................................... 16-10
Run the Most Recent Report ....................................................... 16-12
Archive and Clear Sales (Z) ........................................................ 16-14
Clear Server Sales at the ECU .................................................... 16-16
Run an Advanced Report ............................................................ 16-18
Create a Custom Report .............................................................. 16-22
Modify a Custom Report ............................................................ 16-24
Rename a Custom Report ........................................................... 16-26
Delete a Custom Report .............................................................. 16-28
Export Report Data ..................................................................... 16-30
Create a Custom Export .............................................................. 16-34
Modify a Custom Export ............................................................ 16-38
Rename a Custom Export ........................................................... 16-40
Delete a Custom Export .............................................................. 16-41
Infinity Export File Format ........................................................ 16-42
Infinity Export Templates .......................................................... 16-43
Set Report Options
Report options determine the look and scope of Infinity reports. The options you select are used as
the default report options for your system. Specific reports can be customized with different
options using the Advanced Reporting menu if desired. If you don't change any report options in
the Options menu the Berg default options are used.
n To 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 Infinity
Report.) The title appears at the top of all reports.
The report title can be the name of the business or any name
you prefer. It can be up to 39 characters (letters or numbers).
4. On the General tab, select the data you want Infinity to use
for reports. (The Berg default is Most Recent Archive.)
Current reports on all data currently stored at the ECUs, or in
other words, all data since the last time you cleared sales at
the ECU(s). To run this type of report the computer must
communicate with the ECU(s).
16-2 Infinity Installation/Service and User Manual
Most Recent Archive reports on data from the last time you
cleared sales at the ECU(s). This data is stored at the
computer in the most recent archive record. (This was
formerly known as Last Z.) To run this type of report the
computer does not communicate with the ECU(s) or report
on any data currently stored at the ECU(s).
Archive Records
Archive records for a specific
date are only created at the
computer when you archive
and clear sales (Z) on that
date.
The archive record storage
length is the amount of time
the computer keeps archive
records. This determines what
data is available for archive
reports. If your storage
length is 3 months, you won't
be able to run reports on any
data further back than 3
months. The archive record
storage length is set at the
time of software installation.
See Enter Data Storage and
Display Options in the
Configuration Options section.
Weekly reports on a business week of archive records stored
at the computer. (A business week is defined by the End of
Week day.) The week reported on can be the current week,
1, 2 or 3 weeks ago. The archive records available at the
computer depend on the number of times you cleared sales at
the ECU during the specified week. (The computer looks for
all archive records with dates that match the days in the
specified week.) To run this type of report the computer does
not communicate with the ECU(s) or report on any data
currently stored at the ECU(s).
Weeks Ago specifies which week's data to use for a Weekly
report. 0 is the current business week (from the first day of
the week to today), 1 is the business week before the current
week, 2 is the week before that, etc.
Monthly reports on a calendar month of archive records
stored at the computer. The month reported on can be the
current month or any month up to a year ago. The archive
records available depend on the number of times you cleared
sales at the ECU during the specified month. (The computer
looks for all archive records with dates that match the days
in the specified month.) To run this type of report the
computer does not communicate with the ECU(s) or report
on any data currently stored at the ECU(s).
Months Ago specifies which month's data to use for a
Monthly report. 0 is the current month (from the first day of
the month to today), 1 is the month before the current month,
2 is the month before that, etc.
(continued on next page)
Reports 16-3
Date Range
Click the drop-down arrow to
see a calendar from which to
choose your date.
To select a number of days ago as your default option, use
Date Range.
Archive Reports
Reports that use archive
records (Most Recent Archive,
Weekly, Monthly, Date Range)
can only report on data you've
put in the archive records
during the time specified. They
don't necessarily report on all
sales activity for the time
specified.
For example, if you run a
weekly report on sales from 2
weeks ago but the last time
you archived and cleared sales
was a month ago, there is no
data in the archive records to
run the weekly report.
Even if you archive and clear
sales from the ECU right
before you try to run the
weekly report, there are no
archive records with the dates
from 2 weeks ago. (Of course,
sales information for that
week is included in the archive
record you just ran, but it
can't be broken out into a
weekly report because it
wasn't archived weekly.)
Date Range (when set as a default option in the Report
Options screen) doesn't actually specify a specific date
range to report on—it specifies the number of days before
the report date you want your reports to show data for. To
use Date Range as your default option, determine the
number of days ago you want to report on. Subtract that
number from today's date. Type the result in the From field.
(If today is 1/21 and you want reports to show data for the
ten days previous to the report date, the From date should
be 1/11. Infinity then runs reports on archive records for the
ten days previous to and including the report date. It does
not include data from 1/11 once the report date is later than
1/21.) The To date can't be changed to any date but today in
Report Options. The archive records available depend on
the number of times you cleared sales at the ECU during the
specified days. (The computer looks for all archive records
with dates that match the specified days.) To run this type of
report 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 business
day (e.g 2:00 AM). Reports reflect the date the business day
started. For example, if you ask for data from July 30, this
will include data archived from 2:00:01 AM July 30 until
2:00 AM July 31. (12:00 PM is noon and 12:00 AM is
midnight).
6. Select the End of Week day. (The Berg default is Sunday.)
End of Week is the day that marks the end of your business
week. This is used for weekly reports.
16-4 Infinity Installation/Service and User Manual
7. Click the Sort tab.
8. Select how Infinity sorts brand names on reports. (The Berg
default is Normal Sort.)
The sort does not determine subtotals–it just specifies how
brand names are listed.
Normal Sort provides a combined alphabetical list of all
brands followed by an alphabetical list of cocktails.
Sort by Product Type provides an alphabetical list of
brands 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 at
Infinity ECUs followed by an alphabetical list of all brands
poured at TAP 1 ECUs, then 1544 Infinity ECUs.
Separate by Archive Date separates sales for each brand
by archive dates. This option is only available on weekly,
monthly or date range reports. The archive dates that appear
on the report are the dates you cleared sales at the ECU.
Each separate archive and clear sales (Z) report you've run
appears on a different line (if the brand had sales for that
report).
9. Click the Select Categories tab.
10. Select the Product Type, the Pour Type, and the ECU
Type to include in reports. (The Berg defaults are All.)
(continued on next page)
Reports 16-5
Product 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 and
All.
ECU Types include Infinity, TAP 1, 1544 Infinity and All.
11. Select Suppress Zeroes to eliminate any lines in a report
that 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 sales
data by shifts in an Hourly Sales (X4) report. If you define
shifts, all sales from an entire shift are reported on one line
Shift definitions are
only used by the
Hourly Sales (X4)
Report.
16-6 Infinity Installation/Service and User Manual
in the report (rather than sales being reported for each hour).
See the sample Hourly Sales (X4) Report in this section for
more details about the report.
13. Type the Begin and End time of each shift. (There is no
Berg default.)
Shift 1 is the first shift of a business day. Type the hour, a
space and am or pm (e.g. 2 am). You can also use 24 hour
notation. You can't enter minutes. Make sure shift times don't
overlap.
14. Click the Fonts tab.
Berg Font Defaults
The font defaults have been
chosen to work well with the
greatest range of printers.
You should change the
defaults only if it's necessary
to get a good-looking report
with your printer.
If you choose MS Sans Serif,
the Zoom buttons on the View
screen will be disabled.
15. Select the Font Name, the Font Size, and the Line Spacing
to use in all reports.
Font Names include MS Sans Serif, Arial, Times New
Roman, Courier New and Courier. Select the font you prefer
for 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 data
in a report. Options include Single Spacing, One and A Half
Lines and Double Spacing. (The Berg default is One and A
Half Lines.)
16. To load the Berg defaults for all tabs and the report title click
Load Defaults.
17. Click OK to save the entries on all tabs and exit the Report
Options screen. Or click Cancel to exit without saving any
changes.
Reports 16-7
Managing Report Files
When you run an Infinity report, you can save a copy of it in a computer file. You can then open
or delete any of your report files.
n To save an Infinity report to a file:
1. Run the report. See Run a Current Sales Report or Run an
Advanced 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 easily
distinguishes this report file from other report files. You
don't need to type the file extension (.rpt).
5. Click Save.
The report is saved using the formatting information of the
current default printer. If you open the file and print it later,
it will only print well on that default printer.
16-8 Infinity Installation/Service and User Manual
n To open a saved Infinity report file:
You can also click on the report
file name in Windows and it will
start the Report program and
display the report in the View
screen.
1. Select
Advanced
Reporting |
Advanced
Report... to
access the
Reports screen
OR run a report
to access the
View 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 name
and click Open.
n To delete a saved Infinity report file:
You can also delete report files
as you would delete any other
file in Windows.
1. Select Advanced Reporting | Advanced Report... to access
the 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 name
and click Open.
Reports 16-9
Run a Current Sales Report
Current sales reports show sales data currently stored at the ECU(s) or in other words, all data
accumulated since the last time you cleared sales at the ECU. Infinity provides a convenient way
to access four reports with the Current Sales menu. They are: Sales Totals (X1), Sales By Price
Levels (X2), Detailed Sales (X3), and Hourly Sales (X4). For a description of each sales report
see the Sample Reports section. The report options entered in the Options menu are used when
you run a report with the Current Sales menu (with the exception of data type which is Current
regardless of the data type you selected in the Options menu).
n To run a current sales report:
1. Run Report.
2. Pull down the Current Sales menu. Click the name of the
report you want to run.
3. Select the Station/Group.
4. Click Run to run the report.
Never turn off or restart your
computer while the report is
running or sales data may be
lost.
Wait while the data is retrieved from the ECU(s). The time it
takes to run the report is determined by the amount of sales
activity and the number of ECUs in the station or group.
16-10 Infinity Installation/Service and User Manual
l
You can resize the View window
and Infinity remembers the
size you set.
The Page Up and Page Down
keys and the up and down
arrow keys on your keyboard
can be used to move around
the report.
If the report is longer than
one page, use the four page
navigation buttons on the
screen to select the Next,
First, Previous or Last page of
the report.
If you try to close the View
screen without printing or
saving the report, a prompt
gives you a chance to cancel
so you can save or print the
report.
See Managing Report Files in
this section for help saving,
opening and deleting Infinity
report files.
5. View the report in the View screen using the scroll bars and
Zoom In and Zoom Out buttons. (The Zoom buttons are
disabled if you've chosen MS Sans Serif or Courier as the
font for your report.) You can maximize the window by
double-clicking the title bar.
6. To save the report to a file click Save As.... Enter the file
name and click Save.
7. To print the report click Print. You'll be prompted to select a
printer. The printer you select becomes your default printer
for all programs running under Windows. If the report has
multiple 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.
Note
q You can also run a current sales report using the Advanced
Reporting menu. This is useful if you want to set specific
options for a current sales report. See Run an Advanced
Report in this section.
Reports 16-11
Run the Most Recent Report
You 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 report
of any kind run on your system.
n To run the most recent report:
1. Run Report.
2. Pull down the Current Sales menu. Click Most Recent
Report....
Open...
Click Open... to view a report
previously saved to a file.
3. View the report in the View screen using the scroll bars and
Zoom In and Zoom Out buttons. (The Zoom buttons are
disabled if you've chosen MS Sans Serif as the font for your
report.) You can maximize the window by double-clicking
the title bar.
16-12 Infinity Installation/Service and User Manual
4. To save the report to a file click Save As.... Enter the file
name and click Save.
5. To print the report click Print. You'll be prompted to select
a printer. The printer you select becomes your default printer
for all programs running under Windows. If the report has
multiple pages you can also select a page range.
6. Click Close to exit the View screen.
Reports 16-13
Archive and Clear Sales (Z)
When you archive and clear sales at selected ECUs you reset all totals at the ECUs to zero and
send the data to archive records at the computer. (This was called a Z report in earlier versions of
Infinity.) The sales you clear from the ECU are shown on a Current Sales Totals/Clear Sales
report which is identical to a Current Sales Totals (X1) report except running the report zeros
out the ECU. See the sample Current Sales Totals/Clear Sales (Z) Report in the Sample Reports
section for help with the data on the report. The archive records sent to the computer are stored
for the length of time you selected under Data Storage and Display Options during Infinity
installation.
n To archive and clear sales (Z):
1. Run Report.
2. Pull down the Clear Sales menu. Click Archive and Clear
(Z)....
Server ID Sales
If you have server ID select
Check Server Sales to be
informed of current server
sales data at the ECU(s).
3. Select the Station/Group.
4. Click Run to archive and clear sales at all ECUs in the
selected station or group.
5. Click OK to confirm the clearing of sales or click Cancel to
exit the process.
You should clear server
sales before clearing ECU
sales if you want a report
on server data.
Sales data organized by
server is not included on a
Current Sales Total/Clear
Sales report and is not
archived at the computer.
Wait while the data is retrieved from the ECU(s). The time
it takes is determined by the amount of sales activity and the
number of ECUs in the station or group. Never turn off or
restart your computer while data is being retrieved or the
data may be lost.
16-14 Infinity Installation/Service and User Manual
6. View the report in the View screen using the scroll bars and
Zoom In and Zoom Out buttons. (The Zoom buttons are
disabled if you've chosen MS Sans Serif or Courier as the
font for your report.) You can maximize the screen by
double-clicking the title bar.
7. To save the report to a file click Save As.... Enter the file
name and click Save.
8. To print the report click Print. You'll be prompted to select
a printer. The printer you select becomes your default printer
for all programs running under Windows. If the report has
multiple 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.
Reports 16-15
Clear Server Sales at the ECU
This report is only available if you've enabled Server ID. When you clear server sales at selected
ECUs you reset all totals for selected servers at the ECUs to zero. The cleared server sales are not
sent to archive records at the computer—the printed report is your only record of the sales by
server. Clearing server sales generates a Current Server Summary/Clear Server report which is
identical to a Current Server Summary report except running this report zeros out the ECU. See
the sample Server Summary/Clear Server Sales (Z) Report in the Sample Reports section for help
with the data on the report.
n To 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) at
all ECUs in the selected station or group.
Wait while the data is retrieved from the ECU(s). The time it
takes is determined by the amount of sales activity and the
number of ECUs in the station or group. Never turn off or
restart your computer while data is being retrieved or the
data may be lost.
6. View the report in the View screen using the scroll bars and
Zoom In and Zoom Out buttons. You can maximize the
screen by double-clicking the title bar.
16-16 Infinity Installation/Service and User Manual
7. To save the report to a file click Save As.... Enter the file
name and click Save.
8. To print the report click Print. You'll be prompted to select
a printer. The printer you select becomes your default printer
for all programs running under Windows. If the report has
multiple 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.
Reports 16-17
Run an Advanced Report
Infinity 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.
n To run an advanced report:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Advanced
Reports....
Load Defaults
Click Load Defaults to use
your default report options.
Selecting a different report
always reloads the default
options.
Open.../Delete
See Managing Report Files in
this section for help saving,
opening and deleting Infinity
report files.
3. Select the Report you want to run. The list includes any
custom reports you've created.
4. Select Show All Options if you want to see additional
options available for the report.
5. Select the Station/Group for which you want to run the
report.
Custom Reports
The options you select for an
advanced report are not used
by the Schedule program. If
you want to run a report with
specific options using a
schedule, see Create a
Custom Report in this
section.
6. Select options on the General, Sort and Select Categories
tabs if you want to change options for this report only.
See Set Report Options in this section for a description of all
options. If you don't change any options, the default report
options set up for your system are used to run the report. If
you want to load your system defaults on all tabs click Load
Defaults. Some options are not available for all reports.
16-18 Infinity Installation/Service and User Manual
Show Archives
When Show All Options is
checked, you can click Show
Archives to see a list of
archive dates.
If you select a monthly or
weekly date range, all the
archive dates involved will be
highlighted.
You can select archive records
directly from the list as long
as they are consecutive. The
report will show the dates and
times of the first and last
records.
The total count of archive
records selected is shown in
the status bar at the bottom
of the screen.
To select a Date Range, type in the
From Date and To Date.
OR
Click the drop-down arrow to see
calendars 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 all
programs running under Windows. If the report has multiple
pages you can select a page range.
Wait while the report is run. The time it takes to run the
report is determined by the amount of sales activity and the
number of ECUs in the station or group. Never turn off or
restart your computer while the report is running or sales
data may be lost.
(continued on next page)
Reports 16-19
8. To view the report on the screen, click View.
Wait while the report is run. The time it takes to run the
report is determined by the amount of sales activity and the
number of ECUs in the station or group. Never turn off or
restart your computer while the report is running or sales
data may be lost.
You can resize the View window
and Infinity remembers the
size you set.
The Page Up and Page Down
keys and the up and down
arrow keys on your keyboard
can be used to move around
the report.
If the report is longer than
one page, use the four page
navigation buttons on the
screen to select the Next,
First, Previous or Last page of
the report.
Open...
Click Open... to view a report
previously saved to a file.
9. View the report in the View screen using the scroll bars and
Zoom In and Zoom Out buttons. (The Zoom buttons are
disabled if you've chosen MS Sans Serif or Courier as the
font for your report.) You can maximize the window by
double-clicking the title bar.
10. To save the report to a file click Save As....
16-20 Infinity Installation/Service and User Manual
Save to a File
If you try to close the View
screen without printing or
saving the report, a prompt
gives you a chance to cancel
so you can save or print the
report.
Saved report files can be
opened by clicking Open on
the View screen or the
Reports screen. Or, you can
click on the report file name
in Windows and it will start
the Report program and
display the report in the View
screen.
Enter the file name and click Save.
11. To print the report click Print.
When you save a report, you
save it using the formatting
information of the current
default printer. If you open
the file and print it later, it
will only print well on that
default printer.
Delete report files by clicking
Delete on the Reports
screen.
The printer you select becomes your default printer for all
programs running under Windows. If the report has multiple
pages you can select a page range.
12. Click Close to exit the View screen.
13. Click Close to exit the Reports screen.
Reports 16-21
Create a Custom Report
You can create your own custom reports using the report options available in Infinity. This is
especially helpful if there are several report options you change each time you run a certain
report. You can set those options once, save the report with its own name and never have to set
the options again. A custom report can be run from the Custom Reports screen, the Advanced
Reports screen or by including the report in a schedule. Custom reports can be renamed or deleted
if you choose.
n To create a custom report:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Custom
Reports....
3. Click New....
4. Type the New Name of your custom report. It can be up to
19 characters.
5. Click Continue....
16-22 Infinity Installation/Service and User Manual
6. Select the name of the report you want to customize from
the Based On list.
The Based On list contains standard reports and does not
include other custom reports you may have created.
7. Select the name of the Station/Group.
8. Select the options on the General, Sort and Select
Categories tabs that you want for your report.
Some options are not available for all reports. See Set
Report Options in this section for a description of the
options.
9. Click OK to save the customized report.
The report is saved and the new name is added to the report
list.
View...
Click View... to run any
custom report you've created.
10. Click Close to exit the Custom Reports screen.
Reports 16-23
Modify a Custom Report
You can make changes to any custom report you have created. If you want to change the name of
a custom report, see Rename a Custom Report in this section.
n To modify a custom report:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Custom
Reports....
View...
Click View... to run any custom
report you've already created.
3. Select the Report you want to modify.
3. Click Modify....
16-24 Infinity Installation/Service and User Manual
4. Make any modifications to the name of the Station/Group,
the Based On report, and any options on the General, Sort
and Select Categories tabs.
Some options are not available for all reports. See Set Report
Options in this section for a description of the options.
5. Click OK.
The selected report, the selected station or group and all the
selected options are saved.
6. Click Close to exit the Custom Reports screen.
Reports 16-25
Rename a Custom Report
If you have already created a custom report and you want to change only its name, use this
procedure. If you want to change the options you've set for a custom report, see Modify a Custom
Report in this section.
n To rename a custom report:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Custom
Reports....
3. Select the name of the Report you want to rename.
4. Select Show All Options.
Click Rename....
16-26 Infinity Installation/Service and User Manual
6. Type the New Name of your custom report. It can be up to
19 characters.
7. Click OK.
The report is saved with the new name.
8. Click Close to exit the Custom Reports screen.
Reports 16-27
Delete a Custom Report
You can delete any custom reports you have created.
n To delete a custom report:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Custom
Reports....
3. Select the name of the Report you want to delete.
4. Select Show All Options.
5. Click Delete.
16-28 Infinity Installation/Service and User Manual
6. Click Yes to confirm the deletion.
The report is deleted from the list.
7. Click Close to exit the Custom Reports screen.
Reports 16-29
Export Report Data
You can export report data from Infinity archive records or current sales data in the ECUs to
other software applications. To do this the report must be copied to a file in a form the other
software can import. Check the documentation of your other software applications for help with
importing data.
n To 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 additional
options available for the export.
4. Select the name of the Station/Group.
5. Select options on the General and Select Categories tabs if
you want to change options for this export only.
See Set Report Options in this section for a description of
the options. If you don't change any options the default
report options set up for your system are used. If you want
to load your system defaults on all tabs click Load
Defaults. Some options are not available for all reports.
Date Range (when set in the Export screen) reports on
archive data from a specified date to a specified date.
16-30 Infinity Installation/Service and User Manual
Show Archives
When Show All Options is
checked, you can click Show
Archives to see a list of
archive dates.
If you select a monthly or
weekly date range, all the
archive dates involved will be
highlighted.
You can select archive records
directly from the list as long
as they are consecutive. The
report will show the dates and
times of the first and last
records.
The total count of archive
records selected is shown in
the status bar at the bottom
of the screen.
6. Select Detailed or Summary for the type of report data to
export.
Date Range
Click the drop-down arrow to
see a calendar from which to
choose your date.
Detailed provides a breakdown of brand sales by portion
size (as in a detailed sales report).
You can't select Detailed for Weekly, Monthly or Date
Range exports unless you select Detailed Info for quantity
of stored data under Data Storage and Display Options. (See
Enter Data Storage and Display Options in the
Configuration Options section.) You can select Detailed for
Current or Most Recent Archive exports regardless of
what is set under Data Storage and Display Options.
Summary does not provide portion size breakdown (as in a
sales summary report).
7. Type the Export Char.
The export character (or export delimiter) is a character used
to separate fields of information in the export file. The
default is a comma (,). You should enter the export character
required by the importing software application.
(continued on next page)
Reports 16-31
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The File Name field on the Export screen displays the
default file name for the export file. Each export you run
creates 2 files--one with a .txt extension for brand data, and
another with the same filename with a .mix extension for
cocktail data. The default file name changes according to
your selection of options. See the table of default filenames.
DUFKLYHVXPPDU\
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GHWDLOHGH[SRUWV
ZHHNO\PRQWKO\
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8. To export using the default export File Name, click Run.
H[SRUWV
Variable File Names
You can use a variable string as
a file name. See Variable File
Names in Create a Custom
Export in this section.
Wait while the export file is created. The time it takes is
determined by your sales activity, the size of the station or
group and whether you're exporting current or archive data.
Never turn off or restart your computer while the file is
being created or sales data may be lost.
OR
9. To give the export file a new name click Save As....
16-32 Infinity Installation/Service and User Manual
If you don't want an export file to replace an earlier one with
the same name, you should give each export file you create a
unique name.
10. Select the directory or folder to Save in. Type a File name
for the file and click Save. Wait while the export file is
created.
11. Click Close to exit the Export screen.
Notes
q If 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.
q Four spreadsheet templates for the data in an Infinity export
file are included with your software. You can use these
templates to place Infinity data in typical spreadsheet
applications. See Infinity Export Templates in this section.
Reports 16-33
Create a Custom Export
A custom export gives you the chance to specify your own export parameters and save them with
a unique name. You can then include the custom export in a schedule.
n To create a custom export:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Custom
Exports....
3. Click New....
4. Type the New Name of your custom export. It can be up to
19 characters.
5. Click Continue....
6. Select the name of the Station/Group.
7. Select options on the General and Select Categories tabs if
you want to change options for this export only.
See Set Report Options in this section for a description of
the options. If you don't change any options the default
report options set up for your system are used. If you want to
load your system defaults on all tabs click Load Defaults.
Some options are not available for all reports.
16-34 Infinity Installation/Service and User Manual
Date Range (when set in the Export screen) reports on
archive data from a specified date to a specified date.
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PL[
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8. Select Detailed or Summary for the type of report data to
export.
Detailed provides a breakdown of brand sales by portion
size (as in a detailed sales report).
You can't select Detailed for Weekly, Monthly or Date
Range exports unless you select Detailed Info for quantity
of stored data under Data Storage and Display Options. (See
Enter Data Storage and Display Options in the
Configuration Options section.) You can select Detailed for
Current or Most Recent Archive exports regardless of
what is set under Data Storage and Display Options.
Summary does not provide portion size breakdown (as in a
sales summary report).
The File Name field on the Export screen displays the
default file name for the export file. Each export you run
creates 2 files--one with a .txt extension for brand data, and
another with the same filename with a .mix extension for
cocktail data. The default file name changes according to
your selection of options. See the table of default filenames.
9. To give the export file a new name click Save As....
(continued)
Reports 16-35
If you don't want an export file to replace an earlier one with
the same name, you should give each export file you create a
unique name.
10. Select the directory or folder to Save in. Type a File name
for the file and click Save. To use a variable string as a file
name, 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 Exports
screen.
Wait while the export file is created. The time it takes is
determined by your sales activity, the size of the station or
group and whether you're exporting current or archive data.
Never turn off or restart your computer while the file is
being created or sales data may be lost.
13. Click Close to exit the Custom Export screen.
Notes
q If 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.
q Four templates for the data in an Infinity export file are
included with your software. You can use these templates to
place Infinity data in typical spreadsheet applications. See
Infinity Export Templates in this section.
16-36 Infinity Installation/Service and User Manual
Variable File Names
You can use the following strings to substitute for the export file
name. Note that these substitutions are for the date the export is
run, 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 unique
If 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)
Reports 16-37
Modify a Custom Export
You can make changes to any custom export you've created. If you want to change the name of a
custom report, see Rename a Custom Export in this section.
n To modify a custom export:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Custom
Exports....
3. Select the Export you want to modify.
3. Click Modify....
4. Make any modifications to the name of the Station/Group
and any options on the General and Select Categories tabs.
16-38 Infinity Installation/Service and User Manual
Some options are not available for all exports. See Set Report
Options in this section for a description of the options.
5. Click OK.
The selected export, the selected station or group and all the
selected options are saved.
6. Click Close to exit the Custom Exports screen.
Reports 16-39
Rename a Custom Export
If you've already created a custom export and you want to change only its name, use this
procedure. If you want to change the options you've set for a custom export, see Modify a Custom
Export in this section.
n To rename a custom export:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Custom
Exports....
3. Select the name of the Export you want to rename.
4. Select Show All Options.
Click Rename....
6. Type the New Name of your custom export. It can be up to
19 characters.
7. Click OK.
The export is saved with the new name.
8. Click Close to exit the Custom Exports screen.
16-40 Infinity Installation/Service and User Manual
Delete a Custom Export
You can delete any custom exports you have created.
n To delete a custom export:
1. Run Report.
2. Pull down the Advanced Reporting menu. Click Custom
Exports....
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.
Reports 16-41
Infinity Export File Format
Infinity provides a printout of the format used in all export files. The file format shows the field
names, types, column widths, etc. of the data in an Infinity export file. To print a four page file
format 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 if
you select a Detailed report. The format includes a Detailed
Brand Format (which is always a .txt file) and a Detailed
Cocktail Format (which is a .mix file).
Summary Format
Summary Format outlines items contained in an export file if
you select a Summary report. The format includes a Summary
Brand Format (which is always a .txt file) and a Summary
Cocktail Format (which is a .mix file).
Field Name
The Field Name column lists the fields of information
contained in the export file. The fields are listed in the order
they appear in the file. The fields are separated in the export file
by the export character (or delimiter).
Type
Max Width
Dec
The Type column displays whether each field is a C (character)
or N (number) type. The data in all C type fields is surrounded
by quotes in the export file.
The Max Width column lists the maximum number of
characters in each field of the export file.
The Dec column lists the decimal precision, or number of places
to the right of the decimal for all N type fields. All price
decimals in Infinity are determined by the currency format
setting in Windows. All volume decimals are determined by the
volume units selected for Infinity. (See Enter Unit of Measure
and Cost Format in the Configuration Options section.) Ounces
=2 decimal places, Liters=4 decimal places, centiliters=2
decimal places, milliliters/cubic centimeters=1 decimal place.
16-42 Infinity Installation/Service and User Manual
(This is page 1 of the multiple page export format printout.)
Reports 16-43
Infinity Export Templates
Infinity provides four templates you can use to place Infinity export files in other software
applications. Each of the four templates comes in a .WK3 format (for most spreadsheets). These
templates provide column headers and set appropriate column widths for Infinity export file
data. See the documentation of the importing software for help with opening and placing the
templates in other applications. The template files are located in your main Infinity directory or
folder.
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)
16-44 Infinity Installation/Service and User Manual

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