SM-ECR – wbcrmprodforms

PLEASE NOTE – The below selections will only show on the ISF for the set up notes if you select an item

If you do not select an item below it will not show on the form. please select all that you need to be shown to the installer

Special Notes here

e.g NEW CUSTOMER , Forklift needed, special onsite notes, location, special induction etc

Configure custom password?*

Installation Notes

Is this the first or only ISF form to be completed?

Trading style

i.e. Over the counter butcher, Wholesale butcher, Prepacked butcher

First Trading Day

(if applicable)

Install Day

Delivery

Technician to deliver
Rep to deliver
Customer pick up
Freight

Rep to be at Installation for hand over

to be confirmed
confirmed with co-ordinator
confirmed with installing tech
Unable to attend this install

If the deal is a new customer or over $10k please work out the best option to meet on site

Installation

None
On-site Installation and training
On-site installation and remote training
Remote installation and training

Optional Extra's – Please check before quoting

Set Up/Delivery Notes

e.g. prearrange parking, book forklift, book truck etc.

Installation Specifications – SM & SM ECR

1. Backoffice

Stand Alone
Atria With Nuc/Appliance
Atria Lite
Other

1.aa. IF ATRIA LITE PLEASE CONFIRM CUSTOMER HAS A PC WITH MIN WINDOWS 10

Please write above that you have made note of this with the customer

1.a. If other, please specify

1.a.i. Is internet access available?

Yes
No
If Atria Lite then not needed

1.b. Has data cable been installed? Wedderburn Do not Run Fixed Data cable (please call qualified Data Cable installer)

1.c. Which Patch Lead?

3m(BL6910)
0.5m(OR1066)

1.d. What are cables being used for?

Back office to scale
Scale to scale

1.e. Is it wireless?

Yes
No

1.e.i. Please add any of the below details (if known)

Details for Wireless Installation Router/IP Gateway IP Address SSID (Broadcast Name) of Network Network Password Security Mode (WPA/WPA2/WPAPSK/WPA2PSK) Cipher Method (AES/TKIP) Available IP addresses for scalesPlease fill in details on Equipment Summary Distance from Router to Server Scale

1.f. What is the IP Address of the PC?

1.g. Is a hub/switch required?

Yes
No

1.h. How many ports are required?

Scales, PC, Tyro EFTPOS
8
16
Or less

1.i. Is a back office scanner required?

Yes
No
Temporarily (initial loading of Data)

1.j. Are we connecting to any third party software providers?

Yes
No

1.j.i. Which of the following apply?

1.k. Does the customer have all the necessary hardware and 3rd party software required?

Yes
No

For example, a Retech Scale Manager installed

1.l. Additional PC connection notes here

2.a PLU File Source

Wedderburn Template if available
Existing Data
Generic File
3rd party – Back office supplier
excel Spreadsheet
Customer to supply

2. Scale

Server Client
All Servers
Stand alone

3. Install

Flat bench
Stand
On Customers Existing Cash Drawer
On New Cash Drawer supplied with this order
Back of house Prepack

4. Customer Display

Visible to customer
Not visible to customer
Flip display
Back of house Prepack

*****PLEASE NOTE***** If a customer is changing from an SM500 on a back counter then you will most likely need the have the SM5300 display flipped. please do not get caught out on this!!!

5. Weigh platter

6. Label size in mm?

6.a. Please specify other size

6.c. What is the label format Number?

Standard (send to customer for selection)
Custom

Please add the Format numbers that will be used eg F41 from the Standard Format List

6.a.i. What is the label type?

Blank
Custom

6.a.ii Have you introduced the Wedderburn label Rep

No – Using existing custom labels
Not yet, waiting on confirmation
Yes I have called the rep
Yes I have sent email to introduce

6.b. Is a 3 pack going to be supplied?

Yes
No

6.b.a Who is responsible for supply of labels for install day

Wedderburn
Customer

Please make note of who is supplying (customer or Wedderburn, if Wedderburn who and how)

6.C.a. Have you sent the standard formats to customer

6.d. Have we quoted additional time? Custom formatting is an additional cost

6.e. What is the default text?

6.f. What is the barcode type?

FF-CCCCC-PPPPP-CD
FF-CCCCC-PCD-PPPP-CD
FF-CCCC-PCD-PPPPP-CD

6.f.a What is the Barcode being used for

In house only (02)
Supply Local Customer (02)
Supply Major – GS1 Barcode required
Not required

6.g. Are ingredients included?

No
Yes, Customer to supply
Customer to program

6.h. Is NIP required

No
Yes, Customer to supply
Customer to program

6.i. Is CoOL required

No
Yes, Customer to supply
Customer to program

6.i.a Is PEAL required

No
Yes, Customer to supply
Customer to program

6.j. LOGO to be put on the label?

No
Yes, Customer to supply
Customer to program

6.k.Write 2 Line Shop name needed at bottom 10mm. If Custom label and not needed please mark as NA

6.k. List any additional format information

7. Wholesale / Total Labels (Grand total label)

Yes
No

If your customer is wholesaling to another business and would like a total label to be produced

7a. Wholesale / Total Receipt after labelling

Yes
No

If your customer is wholesaling to another business and would like a Delivery Receipt from label total. (Specs to be added soon – Ask Graham)

9. Unit price override

Yes
No

9.a Preset Keyboard

9.b Preset Keyboard Layout

SM-120 who is supplying layout, who is printing out SM5500X is this Dynamic or customer specific, what colours are the keys or are we using standard

10. ECR

Yes
No

10.a. Add any additional information needed for the SM products

10.b. Printing

Receipt
Labels
Both Receipt & Label

10.b.i Who is supplying Receipt rolls

Wedderburn (is on paperwork)
Customer has on site
Customer is sourcing

BK0005 (for SM5500X) BK0088 (for External Epson Printer)

10.c. Shop name on receipt

As per top of Page on this document
As per sales order

10.d. Type of Business

Prepack
Over the Counter
Checkout

10.e. Number of clerks

Enter amount or Default 10

10.f. Clerk type

Normal
Auto Clerk (checkout)

10.g. Finalise Keys

Select All
Discount
Surcharge
Cash
Eftpos
Accounts

This field is hidden when viewing the form

10.g.1 – Enter Discount / Surcharge if required

eg $ value or % value

10.h. Multimedia

Customer to supply
Off website
Customer to do

10.i. Passwords

Yes
No

10.k. Start page

Main group
Dept
Standard

10.k.1 – Primary Keys

Select All
Home
Hot Items
Search
PLUs
Next Page
Back Page

10.m. Label print by clerk

Yes
No

10.n. Customer accounts

Yes
No

10.o. Kitchen printing

Yes
No

10.p. Customer loyalty

Yes
No

10.q. Info on receipt

none
Total barcode on receipt
Coupon on receipt

10.r. Basket mode

Yes, on hold
No

10.s. E Labels

Yes
No

10.t. Integrated EFTPOS

Yes
No

10.u. Que printer

Yes
No

11. Is data connection available where the scales are sitting?

Yes
No

11.a. Within 2 m?

Yes
No

Reps to attach files here to help with NGP

Drop files here or

Max. file size: 50 MB.

Please add – Images of custom formats or any other special attachments that are required for the order

Additional Install Set up notes

15. SM & SM ECR-Form

Installation Notes

Installation Specifications – SM & SM ECR