XM and XT series Retail System Scales Operator Instructions
©Avery Berkel, 2011. All rights reserved. No part of this publication may be reproduced, stored in an electronic retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written consent of the copyright owner, or as permitted by law or under licence. Full acknowledgment of the source must be given. Avery Berkel is a division of ITW Limited.
Contents page no. 1 Safety Warnings 1.1 Safety and warnings 2 1.1.1 Safe Installation 1.1.2 Safe use 11 1.1.3 Cleaning the machine 11 1.1.4 Safety 11 1.1.5 EMC compliance 12 1.1.6 Cleaning the print head 12 11 Installation 2.1 Installation 14 2.1.1 Level compensation system 14 2.1.2 Adjusting the screen angle 15 2.1.3 Inserting the keyboard overlay (XM only) 15 2.1.4 Connections 16 2.2 Description 3 11 17 Getting Started - XM 3.1 Getting started 19 3.1.
Getting Started - XT 4.1 Getting started 5 24 4.1.1 Vendor display 24 4.1.2 Customer display 24 4.1.3 Touchscreen keys 24 4.1.4 Fixed function keys 25 4.1.5 Programmable touch key area 29 4.1.6 Function menu bar 29 Printing 5.1 Printer options 31 5.2 Label/receipt printers 32 5.2.1 Fitting the large core hub 33 5.2.2 Changing the printer roll - backing rewound 34 5.2.3 Changing a continuous paper roll 35 5.3 Receipt printer 6 37 5.3.
6.3 Departments 6.3.1 Using departments 6.4 Price change 46 46 47 6.4.1 Overriding prices 47 6.4.2 Using the Price Change button 48 6.5 Overriding weight 49 6.6 Promotions and discounts 50 6.6.1 Cross-promos 50 6.6.2 Price promos 50 6.6.3 Weight/item free promos 50 6.6.4 Discount promos 50 6.6.5 Discounting prices 50 6.6.6 Voucher promotion 51 6.7 Tares 52 6.7.1 Free tare (semi automatic) 52 6.7.2 Cumulative tare 52 6.7.3 Keyboard entered tare 53 6.7.
.11 Re-wrap function 7 60 Serving Customers - Receipt Mode 7.1 Operating modes 62 7.1.1 Counter operation 63 7.1.2 PoS operation 64 7.1.3 Checkout operation 64 7.1.4 Hold Receipt Mode 64 7.1.5 Barcode scanning 65 7.2 Basic operation 66 7.2.1 Weighed goods 66 7.2.2 Non-weighed items 66 7.2.3 Displaying the operator subtotal 67 7.2.4 One shot labels 68 7.2.5 Paying for goods 69 7.2.6 Re-open a finalised receipt 73 7.2.7 Using payment (ECR) keys 73 7.
8 Miscellaneous Functions 8.1 User functions 91 8.1.1 Idle time adverts and videos 91 8.1.2 Security levels 91 8.2 Web browser 92 8.3 Training videos and images 93 8.4 Operator PIN 94 8.5 Touchscreen calibration 95 8.6 Shutting down the machine 96 9 Working with networked scales 9.1 Networked scales 98 9.1.1 Operating mode 98 9.1.2 Status bar 99 9.2 Rejoining the network 102 9.3 Conflicting transaction sets 103 9.4 Floating between machines 104 10 Basic Programming 10.
10.2.3 Tares 111 10.2.4 Tax rates 111 10.2.5 Discounts 112 10.3 Operators 10.3.1 Setting up a new operator 11 113 Reporting Functions 11.1 Overview 118 11.1.1 Report printing 118 11.1.2 Missing fields 118 11.2 Totals reports 119 11.2.1 Report numbering 119 11.2.2 Report fields 119 11.2.3 Grand totals report 120 11.2.4 Operator Totals report 121 11.2.5 Operator Sales report 121 11.2.6 Items report 122 11.2.7 Machine report 122 11.2.8 Group report 122 11.2.
12.2.2 Automatic creation of records 129 12.3 Counter service operation 131 12.3.1 Selecting the PLU 131 12.4 Traceability passport 12.4.1 Printing a duplicate passport 13 132 132 Looking After Your Scale 13.1 Cleaning the scale 13.1.1 Cleaning the touchscreen 134 134 13.2 Cleaning the print head 135 13.2.1 Cassette printer 135 13.2.2 Receipt printer 137 13.
Safety Warnings 1 XM and XT Operator Instructions
1.1 Safety and warnings 11 1.1 Safety and warnings 1.1.1 Safe Installation The mains lead must be connected to a supply outlet with a protective earth contact. The electrical supply at the socket outlet must provide over-current protection of an appropriate rating. Pluggable equipment must be installed near an easily accessible socket outlet. Permanently connected equipment must have a readily accessible disconnect device incorporated in the fixed wiring.
1.1 Safety and warnings 12 1.1.5 EMC compliance This is a class A product. In a domestic environment, this product may cause radio interference in which case the user may be required to take adequate measures. 1.1.6 Cleaning the print head CAUTION: Do not use metallic objects on the print head. Only use the recommended print head cleaning card.
2 Installation This chapter contains information on handling and positioning the scale. Important: When programming or configuring the equipment, you must ensure that you comply with all relevant standards and legislation. The example settings given in this book may not be legal for trade with the public. Contents 2.1, Installation 2.1.1, Level compensation system 2.1.2, Adjusting the screen angle 2.1.3, Inserting the keyboard overlay (XM only) 2.1.4, Connections 2.
2.1 Installation 14 2.1 Installation Figure 2.1 Handling 2.1.1 Level compensation system The ValuMax levelling compensation system provides accurate weighing even when the scale is not level (up to 5 degrees from horizontal). An icon is displayed in the status bar to tell you that ValuMax is operating . If the scale is not level, the icon is a cross and the weight display shows back-slash characters. You may see a message telling you that the scale needs to be brought back to a level state.
2.1 Installation 15 2.1.2 Adjusting the screen angle 1. To unlock the handle, slide the catch on the underside of the red handle in the direction of the arrow. 2. To raise the screen, lift the front edge of the screen assembly upwards. 3 2 1 3. To lower the screen angle, hold in the red handle underneath the display assembly on the left-hand side. 2 2.1.3 Inserting the keyboard overlay (XM only) Note: On the XT series, this keyboard is part of the touchscreen user interface.
2.1 Installation 16 2.1.4 Connections Important: XM and XT series scales should be connected to the mains power supply before connecting USB/ethernet cables. Ethernet WIFI connector A USB Figure 2.2 External connections On the underside of the scale, you will see: O The power supply socket and the On/Off switch O USB connection for a WiFi device (devices should be Avery Berkel approved) O Three USB connectors for peripherals such as a hand scanner, a cash drawer, or for connection to a wrapper.
2.2 Description 17 2.2 Description The XM and XT series of scales and printers can be used for a wide range of weighing and label or receipt printing operations. The scales can be used for weighed goods and non-weighed items in O counter service O PoS O checkout or as a pre-pack printer.
3 Getting Started - XM This chapter describes what you can expect to see on the scale display and the functions associated with the different types of touch buttons and fixed keys. Important: When programming or configuring the equipment, you must ensure that you comply with all relevant standards and legislation. The example settings given in this book may not be legal for trade with the public. Contents 3.1, Getting started 3.1.1, Connections 3.1.1, Vendor display 3.1.2, Customer display 3.1.
3.1 Getting started 19 3.1 Getting started The minimum product information required for you to be able to use your scale is PLU (Product Look Up) number and unit or item price. However, it is useful to program a brief description for the display text and a label format if you are using label mode. To use the scale in receipt mode, you will also need to set up at least one operator. You can find out how to do this in 10.1, Using Manager mode. 3.1.
3.1 Getting started 20 3.1.2 Customer display This is a 7-inch colour display that can be used, if the scale is configured for it, to display text, image or video adverts when the scale is idle. 3.1.3 Touchscreen keys Important: Only use your finger or a touch screen stylus to select a key on the touch screen. Touchscreen menus can be programmed as: O Best-seller O Static Best-seller Bestseller keyboards consist of one single keyboard of bestselling items.
3.1 Getting started 21 3.1.4 Fixed function keys (tactile keypad) Resets the weight display to zero. Subtracts the weight of the container when weighing goods. Retains a tare, if in operation, unit is cancelled. If configured, retains the PLU until it is cancelled. Sets the scale to pre-pack if the scale configuration allows it. When entering data, clears messages or characters from the data field. Confirms data entry. 3 Function Menu key Press this key to display the function menu bar. 3.1.
3.1 Getting started 22 3.1.6 Product keyboard Home keyboard Menu Bar displayed 3 Figure 3.2 Example PLU selection touch keyboard Home keyboard This is the touch keyboard set up in MX-SBT as the top level menu for the scale and displayed on the vendor screen after start up. Touch when other product keyboards are displayed to return to this keyboard. Function menu bar The touch buttons in this area provide access to a range of functions.
4 Getting Started - XT This chapter describes what you can expect to see on the scale display and the functions associated with the different types of touch buttons. Important: When programming or configuring the equipment, you must ensure that you comply with all relevant standards and legislation. The example settings given in this book may not be legal for trade with the public. Contents 4.1, Getting started 4.1.1, Connections 4.1.1, Vendor display 4.1.2, Customer display 4.1.3, Touchscreen keys 4.1.
4.1 Getting started 24 4.1 Getting started The minimum product information required for you to be able to use your scale is PLU (Product Look Up) number and unit or item price. However, it is useful to program a brief description for the display text and a label format if you are using label mode. To use the scale in receipt mode, you will also need to set up at least one operator. You can find out how to do this in 10.1, Using Manager mode. 4.1.
4.1 Getting started 25 Static Static keyboards are keyboards and keyboard systems that are wholly or partially defined manually. Static keyboards can cover the main product keyboard, the lower fixed (or pop-up keyboard on XT), the pop-out side keyboard plus any further keyboards linked to it containing functions. The lower fixed keyboard and pop-out side keyboards can only be set up and programmed using MX-SBT.
4.1 Getting started 26 Resets the weight display to zero. Subtracts the weight of the container when weighing goods. Retains a tare, if in operation, unit is cancelled. If configured, retains the PLU until it is cancelled. Sets the scale to pre-pack if the scale configuration allows it. Touch this button to display the numerical touch buttons, data entry and clear buttons.
4.1 Getting started 27 Number pad touch keys Change position Touch the green arrow at the top to change the position of the number pad if it is masking a button you want to use. When entering data, clears messages or characters from the data field. Confirms data entry. Touch this icon to display the function menu bar on screen. Touch this icon to dispay the programmable touch key area on screen.
4.1 Getting started 28 Entering numerical data The number pad will automatically display when you touch a data entry field such as unit price, tare or labels.
4.1 Getting started 29 4.1.5 Programmable touch key area Up to 20 programmable keys are available in the touchscreen area. The touch buttons you see will depend on the scale configuration and the functions that have been assigned to the keys. Programmable touch key area 4.1.6 Function menu bar The touch buttons in this area provide access to a range of functions. The buttons you see will depend upon the current screen displayed and the way in which your scale has been configured.
5 Printing The type of printer fitted in your XM and XT scales will depend on the model. The XM and XT series label/receipt printer has a take-up spool for paper rewind. The printer has a single motor driving both the paper feed and paper rewind mechanisms. The XM and XT receipt printer takes continuous paper rolls and is designed to accept rolls with large or small cores. Contents 5.1, Printer options 5.2, Label/receipt printers 5.2.1, Fitting the large core hub 5.2.
5.1 Printer options 31 5.1 Printer options Most XM and XT models have a label/receipt cassette printer in the base. The printer has sensors that inform you if the cassette is not ‘home’ or if the latch is not properly closed. XM410, XM420, XT410 and XT420 models have a receipt printer in the upper keyboard/display housing. The XM420 and XT420 also have a label/receipt cassette printer in the base.This allows the scale to be used for both labels and receipts.
5.2 Label/receipt printers 32 5.2 Label/receipt printers This is a label/receipt printer that will accept label or continuous paper rolls with two core diameters. The printer is fitted with a small spindle to take paper or label rolls with the small core. A larger core support is fitted that rests over the small spindle for use with large core paper and label rolls. The printer has a take-up hub for rewinding label backing paper.
5.2 Label/receipt printers 33 5.2.1 Fitting the large core hub 1. Pull the red handle until it clicks and then pull out the cassette to remove it from the scale. 2. Fit the large core so that the flat on the inside lines up with the flat on the small spindle and push it until it clicks into place.To remove the large hub, pull firmly. 5 3. Replace the cassette, ensuring that it is correctly located. Push in the red handle.
5.2 Label/receipt printers 34 5.2.2 Changing the printer roll - backing rewound (labels or continuous adhesive paper) 1. Pull the red handle until it clicks and then pull out the cassette to remove it from the scale. Note: For details of paper routes and rewinding the backing paper, see 3.2, Printer paper routes, page 25. 2. Remove the old label roll core and backing paper. Check that the new label roll is of the right type and size and insert the roll into the cassette. 5 3.
5.2 Label/receipt printers 35 Figure 5.1 Label and backing paper route 4. Adjust the paper width guide to fit the width of the labels and the label roll guide to retain the roll on the hub. 5. Replace the cassette ensuring that it is correctly located. Push in the red handle. 5 5.2.3 Changing a continuous paper roll 1. Remove the cassette (see step 1, 5.2.2, Changing the printer roll backing rewound). 2.
5.2 Label/receipt printers 36 3. Feed the paper over the rewind spindle under the paper guide bar and then over the paper guide. Figure 5.2 Paper roll route 4. Adjust the paper width guide to fit the width of the paper and the paper roll guide to retain the roll on the hub. 5. Replace the cassette (see step 5, 5.2.2, Changing the printer roll - backing rewound).
5.3 Receipt printer 37 5.3 Receipt printer This is a receipt-only printer that uses continuous paper rolls, including linerless adhesive paper, with a cassette system for ‘drop in’ printer loading. Ensure that the appropriate type of printer roll is loaded before you start to use the scale. CAUTION: Under no circumstances use sharp or metal objects to remove any accumulated debris. CAUTION: The use of non-approved printer rolls may reduce the life of the print head and invalidate your warranty.
5.3 Receipt printer 38 2. Remove the empty core and replace it with a full roll. The yellow label on the cassette shows the route for the paper. 5 3. Replace the cassette and turn the handle clockwise to lock.
5.3 Receipt printer 39 5.3.2 Fitting large core paper rolls 1. Raise the large core support and release the red catch so that the support passes the spindle. 2 1 2. Re-fasten the catch and rest the large core support against the spindle. 2 1 3. Load the paper roll and then replace the cassette as described in step 3 on page 38.
Serving Customers - Label Mode 6 This chapter tells you how to use the functions available at scales operating in label mode. Scales may be used for weighing or non-weighing applications for: O Counter operations O Self-service operations O Rear-of-store operations such as prepack Contents 6.1, Basic operation 6.2, Product search 6.3, Departments 6.4, Price change 6.5, Overriding weight 6.6, Promotions and discounts 6.7, Tares 6.8, Using the FIX key 6.9, Using Add mode 6.10, Returning products 6.
6.1 Basic operation 41 6.1 Basic operation Label mode is used for: O Printing single weighed transactions O Printing single non-weighed transactions O Printing pre-pack labels O Label streaming for non-weighed items Select the print mode appropriate to the type of transaction you are using from: Print immediate The label is printed as soon as a steady weight is achieved without any intervention from the operator.
6.1 Basic operation 42 6.1.2 Printing labels Weighed goods Before weighing a product, you should ensure that the weight display shows zero. If necessary, press to reset the weight display. 1. Place the goods on the scale. 2. Select the PLU. 3. Touch . 4. Remove the goods from the scale. Non-weighed items 1. Select the PLU. 2. If there is more than one item, use the fixed numeric keys to enter the number of items in the Items field . 3.
6.1 Basic operation 43 6.1.3 Setting the scale to pre-pack Pre-pack mode enables a number of consecutive labels to be printed for each selected item. For this reason, the selected item – along with any tare details – are retained until cleared. In general, an item is selected in the usual way and the details are automatically ‘fixed’ – with a label being printed each time the weight changes and then returns to a steady weight again. If your scale has been configured to allow direct entry to Pre-pack key.
6.2 Product search 44 6.2 Product search If the product you require is not displayed on the screen and you know the PLU number, you can enter the PLU number from the fixed keypad. If departments are set up for the system, you can enter the PLU number from the fixed keypad provided it is in the department currently set on the scale. 6.2.1 Searching by PLU number or description To search for a product using the PLU number or description, touch on the home screen.
6.2 Product search 45 Searching by number Touch to display the numeric search screen. Use the fixed numeric keys to the right of the touchscreen area and enter the first few digits of the number. 6.2.2 Searching by department When you use the PLU search function to find a PLU, the products are listed by department. By default, the currently selected department for trading is displayed. Use the left and right green arrows to find and display the department you want.
6.3 Departments 46 6.3 Departments A department is a group of scales within the store that reflects the way in which the store operates and groups products logically, for example, produce, bakery, fresh meats, fish. 6.3.1 Using departments O A department can be assigned to a scale and it becomes the default department for that scale.
6.4 Price change 47 6.4 Price change You can temporarily change the unit or item price for a product providing your security level is adequate. Price override Overriding the price changes it just for that transaction and the price reverts to the programmed price when the transaction is completed. Reprice (price change) If your scale has a price change button you can change the unit or item price for the product by touching the button and entering the new price in the Change Price screen.
6.4 Price change 48 6.4.2 Using the Price Change button 1. Touch the Price Change button. 2. If necessary, select the operator from the list and use the fixed numeric keys to enter the PIN. 3. Use the numeric keys to enter the price in the New Price field. 6 4. Touch . 5. Complete the transaction in the normal way.
6.5 Overriding weight 49 6.5 Overriding weight Pre-packed goods may have the weight printed on the pack label. The weight override function enables you to enter the weight manually. On both labels and receipts, an ‘H’ is printed to the left of the weight to indicate a weight override. 1. Select the PLU. 2. Touch the weight field to display the data entry icon 3. Use the fixed numeric keys to enter the weight. 4. Touch .
6.6 Promotions and discounts 50 6.6 Promotions and discounts 6.6.1 Cross-promos PLU records can be configured to allow the scale to display crosspromotional information. This can be text information, pictures or flash graphics. 6.6.2 Price promos This type of promotion applies to weighed and non-weighed products. Second and third prices for the product can be applied automatically when either a certain weight or number of items of a product is sold. 6.6.
6.6 Promotions and discounts 51 6.6.6 Voucher promotion This type of promotion prints a voucher or coupon giving customers incentives to: O Purchase more of the same product O Try other products You can program a voucher to include: O The description to be printed on the voucher O Expiry date O Information such as current date and time, operator number. The voucher is printed after the standard label.
6.7 Tares 52 6.7 Tares The types of tare available for you to use depend on local trading regulations and how your scale has been configured. Free (semi-automatic), cumulative and keyboard entered tares cancel when the load is removed from the weigh plate. Preset tare keys (stored tares) allow you to use containers with known weights that have been pre-programmed in the scale. This speeds up service at the counter as the container weight does not have to be entered each time. 6.7.
6.7 Tares 53 4. Add required amount of product to the container. 5. Touch . 6. Add more of product to the container. 7. Repeat until the required quantity is reached. 8. Press to print the label. 6.7.3 Keyboard entered tare If you are using a container with a known weight, you can use the numeric keys to enter the weight. 1. Touch Note: The weight display must be at zero. . 2. Use the fixed numeric keys to enter the tare value in the tare field . 3. Place the filled container on the scale. 4.
6.7 Tares 54 1. Select the tare for the container to be used. 2. Select the appropriate container. 3. Place the filled container on the scale and select the PLU. 6 4. Press to print the label.
6.7 Tares 55 Tare interlock (label mode only) In label mode, if the tare interlock has been enabled, you can only print a label if you have selected a tare. It operates in one of two ways: Enabled The manually selected tare can be overridden by a PLU with a stored tare. The stored tare overrides the manually selected tare. Enab. & Fix Tare A manually selected tare cannot be overridden by a stored tare. You will see a message and the new tare will be cancelled. 6.7.
6.8 Using the FIX key 56 6.8 Using the FIX key Use the FIX function: O To retain a tare until it is cancelled O To retain a PLU until it is cancelled O For pre-pack operations at the scale if the scale has been configured to allow this. Note: If your scale is configured only to retain the tare, the PLU will not be retained. 6.8.1 Weighed goods 1. Touch . 2. Place the container on the scale and touch (if you want to retain the tare). 3.
6.9 Using Add mode 57 6.9 Using Add mode Important: This function is only available if your scale is operating in label mode and has been set up to allow ADD mode operation. Selecting Add Mode enables you to obtain a single add label at the end of all the transactions with totals printed on it. 1. Check that the sales mode field displays Add Mode. If the scale is not in Add Mode, touch or the sales mode field on the home screen.
6.10 Returning products 58 6.10Returning products This function allows the value of unsold products, for example, items past their sell-by date, to be deducted from totals. Using the Return function: O Retains the PLU until the transaction is entered. This acts as a check to ensure that the transaction is entered. O Automatically updates the returns value and weight or count totals. O In PoS mode, deducts the cash refunded from the cash report and deducts the tax value from the grand report.
6.10 Returning products 59 Weighed goods 5. Place the goods on the scale. 6. Enter the pack value in the To Pay field. 7. Remove the goods from the scale. 8. Touch 9. Touch to print the label to return to normal operating mode when you have finished returning goods.
6.11 Re-wrap function 60 6.11 Re-wrap function The re-wrap function enables you to override a pre-programmed price and change the number of days or months the product can be displayed. Note: The re-wrap function is only available in pre-pack mode. 1. Select the PLU. 2. Touch to display the re-wrap screen. to select the row you 3. Use the green up and down arrows want to edit, and then touch . 4. To change the price, use the fixed numeric keys to enter the new price. 5.
Serving Customers - Receipt Mode 7 This chapter tells you how to use the functions that are specific to receipt scales or scales operating in receipt mode. It includes functions you are likely to need when taking payments from customers for purchases. Contents 7.1, Operating modes 7.2, Basic operation 7.3, Voiding transactions 7.4, Discounts 7.5, Refunds 7.6, Banking (cash drawer) operations 7.7, Customer accounts 7.
7.1 Operating modes 62 7.1 Operating modes In receipt mode, transactions are assigned to an individual operator and these transactions are then totalised. There are four different types of operation associated with receipt mode: O Counter O Receipt with PoS O Checkout. O Hold Receipt mode Selecting receipt mode If your scale is not already operating in receipt mode, you will need to select receipt mode. 1. Touch on the home screen. Touch 2. Touch to confirm your selection.
7.1 Operating modes 63 Selecting PoS operation Touch Touch Selecting Checkout operation 7 Touch 7.1.1 Counter operation This is the default operating mode for receipt scales. You can enter transactions, serve customers and produce receipts at a scale if you are logged on to that scale.
7.1 Operating modes 64 7.1.2 PoS operation PoS mode is normally used in conjunction with a cash drawer. Note: If your scale has ECR functions but PoS is not enabled, you will only be able to print counter receipts. If PoS mode is enabled you can: O Print sales receipts O Display the amount tendered and the change required O Accept different types of payment for purchases according to the payment keys set up at your scale O Receive payments to accounts. 7.1.
7.1 Operating modes 65 7.1.5 Barcode scanning Use the barcode scanner at the scale to read barcodes: O On products O On labels O On counter receipts O On vouchers. Important: Check that the scale selects the correct PLU when you scan a source marked (branded) barcode. When the scanner successfully reads the barcode, it bleeps. Scanning barcodes means: O You do not have to enter product numbers or select a PLU.
7.2 Basic operation 66 7.2 Basic operation Important: If you attempt to enter a transaction when you are logged off, you will see the message Please Log On. 7.2.1 Weighed goods Select the product using any of the methods listed in Selecting the PLU on page 31, section 4.1. 1. For weighed goods, place the goods on the scale. 2. Select the PLU and then touch the operator name to assign the transaction to that operator. If you cannot see your operator key, you may not be logged on. Log on before proceeding.
7.2 Basic operation 67 3. Touch the operator name to assign the transaction to that operator. If you cannot see your operator key, you may not be logged on. Log on before proceeding. Only operators that are logged on are shown on the operator display. Show Operators 7.2.3 Displaying the operator subtotal Your scale may have been configured to show the sub-total each time a product is added to the list of transactions. If not, follow the procedure below. 1.
7.2 Basic operation 68 2. Select the operator name to display the operator subtotal screen. 7.2.4 One shot labels If this function has been enabled on your machine, you can print a label for an item while the machine is in receipt mode. When the product is selected, a print label button is seen on the right. Touch this button to print a single label. You can: O Individually label products with ingredients, cooking instructions, promotional information.
7.2 Basic operation 69 7.2.5 Paying for goods Printing a sales receipt The information printed on the sales receipt depends on how your scale has been configured. To print a sales receipt, you will need to take payment and your scale must: O Have PoS (Point of Sale) mode enabled. O Have payment (ECR) keys assigned. O Be in receipt mode. Customers may pay using any one or a combination of payment methods. You can use the same payment key more than once.
7.2 Basic operation 70 Sub total receipt If you require a subtotal receipt, touch on the Sub-Total screen. The transaction will be held and a subtotal receipt printed. If you touch for a transaction that is held, a duplicate counter receipt will be printed. Tax printing on receipts Each PLU can be programmed with one or two tax references. Net value tax In some countries, it is a requirement that the sales value net of tax is printed on the receipts.
7.2 Basic operation 71 Re-printing a receipt If last subtotal has been enabled, you can recall the value and number of transactions from the last receipt transacted. Touch to generate a copy of the receipt. ‘DUPLICATE’ is printed on the copy receipt. Duplicate receipt A copy of the receipt with ‘DUPLICATE’ printed on it is generated immediately after the original receipt.
7.2 Basic operation Touch 72 on the subtotal screen and you will see the message ‘Void whole receipt?’. Touch Yes.
7.2 Basic operation 73 7.2.6 Re-open a finalised receipt You can re-open a previously printed receipt and add further transactions or remove unwanted transactions. Re-opening a receipt voids the original receipt. 1. Touch and enter the receipt number. If the receipt number cannot be found, you will see a message: Receipt does not exist. Please check number entered. 2. Touch to confirm the receipt details are correct. 3. Select the operator for assigning the transactions.
7.2 Basic operation 74 Payment for purchases 1. The payment screen shows the outstanding transactions.The programmed types of payment are shown in the right-hand blue area of the screen. Note: The payment options you see may vary depending on how your scale has been configured. 2. Use the fixed numeric keys to enter the amount tendered, and then touch the appropriate payment key, for example ‘cheque’.
7.2 Basic operation 75 Displaying the customer’s change The scale displays the change required by a customer. The change is displayed while the counter receipt is being printed. Note: Items shown with a line drawn through them are void. See Voiding a transaction, section 4.1, page 30.
7.3 Voiding transactions 76 7.3 Voiding transactions Important: You may cancel (void) an individual, unwanted transaction or all the transactions before printing the customer receipt. 1. Display the subtotal and touch button, touch . If you cannot see the to display more buttons. Note: If security is set for the void function, the void operation can only be initiated by an operator or supervisor with an equivalent or higher security level. 2.
7.3 Voiding transactions 77 3. To cancel an individual transaction, highlight the line to be voided and then touch 4. Touch . to confirm the void operation.
7.4 Discounts 78 7.4 Discounts 7.4.1 Sales discount You can discount a receipt or an individual transaction with a preprogrammed fixed discount or with a variable discount. Fixed and variable discounts may be a percentage of the transaction or receipt total or a fixed value. Important: To discount a transaction, you must apply the discount before assigning the transaction. Variable discount A variable discount is one that does not have a pre-programmed value.
7.5 Refunds 79 7.5 Refunds If the refund function has been set up, you can refund the cost of goods to the customer. Refunds may be made as part of a sales transaction or as a separate operation. The scale shows the amount of cash refunded on the cash report and updates the refund totals values and count. If the customer has more than one identical item or pack, you can: 1. Enter the number of items. 2. Enter the value to be refunded for one item or pack.
7.6 Banking (cash drawer) operations 80 7.6 Banking (cash drawer) operations If your scale is operating in PoS mode, there are ECR operations you can select that affect the amount of cash in the drawer. These are: O No Sale O Float O Paid Out O Pick Up Typically, you may find these buttons in the function menu area, displayed to the right of the touchscreen, or as one or more of the buttons in the touchscreen area. User Functions button User Functions screen Figure 7.
7.6 Banking (cash drawer) operations 81 Important: When using any Float, Paid Out or Pick Up operation, you must enter the amount added to or taken from the cash drawer so that the scale cash report is updated. No Sale Allows you to open the cash drawer without entering a sale. A No Sale slip is printed. 7 ************** No Sale ************* Served by: Alan 29-06-10 10:05 xm-machine#16 *********** Report Complete ******** Figure 7.
7.6 Banking (cash drawer) operations 82 If the float amount is zero, you will see the message Entry Too Low displayed briefly. The display will then revert to the float amount entry screen. Float value ************** Float ************* Served by: Alan Value 29-06-10 10:05 7 £50.00 xm-machine#17 *********** Report Complete ******** Figure 7.6 Float value slip Paid Out Allows you to make miscellaneous payments using the cash from the drawer.
7.6 Banking (cash drawer) operations 83 2. Use the touch screen keyboard to enter the appropriate reason code and touch . 3. Use the numeric keys to enter the amount to be paid out. The amount paid out is then displayed in the field at the bottom left corner of the screen. 7 Paid Out amount If there is sufficient money in the cash drawer, a paid out slip is printed.
7.6 Banking (cash drawer) operations 84 ************** Paid Out ************* Served by: Alan 29-06-10 10:05 1234abc Value £10.00 Signature ...................................................................... xm-machine#22 *********** Report Complete ******** Figure 7.7 Paid Out slip If the Paid Out amount is zero, you will see the message Entry Too Low displayed briefly. The display will then revert to the paid out amount entry screen.
7.6 Banking (cash drawer) operations 85 If there is sufficient money in the cash drawer, a pick up slip is printed. ************** Pick Up ************* Served by: Alan Value 29-06-10 10:05 £100.00 xm-machine#227 *********** Report Complete ******** Figure 7.8 Pick Up slip If the pick up amount is zero, you will see the message Entry Too Low displayed briefly. The display will then revert to the float amount entry screen.
7.7 Customer accounts 86 7.7 Customer accounts Customers may charge the cost of purchases to an account as long as the scale has been set up for this function in Service Mode and an account key has been assigned to the appropriate keyboard. Your scale will have been set up to allow you to charge goods or make payments to accounts that have previously been programmed in the scale. 7.7.
7.7 Customer accounts 87 When the transaction is completed, the scale prints a receipt and a Received On Account slip. You should: O Give the receipt to the customer O Place the Received On Account slip in the cash drawer. Account Summary 29-06-10 10:05 Served by: Account 10029 Alan £50.00 John Smith Customer Signature xm-machine#017 7 Figure 7.9 Account summary slip Received On Account 29-06-10 10:05 Served by: Alan Received On Account Account 10029 John Smith Total £150.
7.8 Stock Mode (Trade transactions) 88 7.8 Stock Mode (Trade transactions) In stock mode, the scale is used solely for data entry and capture. Any transactions performed in this mode do not update sales totals. Transactions are stored in the audit buffer and can be collected by suitable PC applications. Trade transactions could include trade sales, delivery notes, orders, stock control operations. Important: Stock mode may not be used in the presence of the customer.
7.8 Stock Mode (Trade transactions) 89 A security level may have been assigned to the function in order to prevent unauthorised use. You will only have access to stock mode if your operator role allows it. Label mode Stock mode can only be used if the ADD function has been selected. Receipt mode Refunds, returns and negative PLUs are not allowed in stock mode.
8 Miscellaneous Functions This chapter describes some of the functions you may have available at the scale. Your scale may not have been configured for all the options available. Ignore those sections that do not apply. Contents 8.1, User functions 8.1.1, Idle time adverts and videos 8.1.2, Security levels 8.2, Web browser 8.3, Training videos and images 8.
8.1 User functions 91 8.1 User functions The functions available at your scale will depend on how your scale has been configured. Some of the functions described in this book may not have been set up on your scale. 8.1.1 Idle time adverts and videos Your scale can be configured to show a series of adverts on the customer display.The adverts can be text, image or video and are displayed whenever no key press or weight change has been sensed by the scale for five seconds.
8.2 Web browser 92 8.2 Web browser You may have a browser button set up under User Functions (Menu Bar) or on the dedicated keyboard below the touchscreen area. This button acts as a shortcut to a ‘home page’ (pre-specified URL). 1 2 3 4 5 6 7 Figure 8.1 Browser header bar 1. Back button 2. Forward button 3. Home 4. Refresh 5. Edit 6. Progress indicator 7.
8.3 Training videos and images 93 8.3 Training videos and images Your scale includes three training videos: 1. Screen Clean 2. Head Clean 3. Cassette Change Other videos and images may be available to assist you. These are accessed from touch keys or buttons set up on the scale. The keys may be assigned to the programmable (dedicated) key area below the touchscreen or to a touchscreen menu as shown below.
8.4 Operator PIN 94 8.4 Operator PIN You may have been assigned a PIN. Your PIN must be entered when logging on or off. This only applies to scales operating in checkout mode.
8.5 Touchscreen calibration 95 8.5 Touchscreen calibration Select this option to initiate the touchscreen calibration procedure. Follow the on-screen instructions for calibrating the touchscreen, touching the crosshair in each position that it appears. Important: Touch the crosshair for about one second to give the software time to register the position. 1. Ensure that the touchscreen is in the position in which it will be used during normal operation.
8.6 Shutting down the machine 96 8.6 Shutting down the machine You must ALWAYS shut down XM and XT machines using the following procedure: 1. For XM, press the Menu bar key on the keypad. For XT, click the green arrow on the right side of the screen. 2. Click Shutdown in the menu. 3. When asked if you want to shut down the scale, click Yes. 4. Wait 20 seconds, then shut the machine off at the switch located on the left side of the scale.
Working with networked scales 9 This chapter describes how a scale network works. Contents 9.1, Networked scales 9.1.1, Operating mode 9.1.2, Status bar 9.2, Rejoining the network 9.3, Conflicting transaction sets 9.
9.1 Networked scales 98 9.1 Networked scales Networked machines are connected using either wired or wireless communications. This enables information to be passed between each connected machine (and other devices if used). One machine on the network is called the server and is responsible for overseeing the network. The remaining machines are known as client machines. Any machine may be programmed as the server. All machines on the network use the same PLU and system data.
9.1 Networked scales 99 Floating operators In vendor mode, you can have a number of ‘floating’ operators logged on to the network at any time. You can serve customer and produce receipts or labels at any machine. 9.1.2 Status bar The status bar across the bottom of the screen changes colour to indicate the following conditions. 9 Note: If the theme has been changed, a colour other than blue will appear when the network is OK.
9.1 Networked scales 100 The scale cycles through these colours to reach its actual status. For example, if a scale is offline, it will cycle to yellow, then orange, then red over a period of a few seconds. If a client or server goes offline, you will be notified through the status bar colour and potentially also asked what you want to do with the remaining network.
9.
9.2 Rejoining the network 102 9.2 Rejoining the network If the offline machine was not removed from the network, it will just rejoin automatically as soon as the connection is available. The status bar turns from red to normal. On the rest of the network, the status bar turns from yellow to normal. If the offline machine was removed from the network and there is one set of unique transactions across the entire network, it will just rejoin automatically as soon as the connection is available.
9.3 Conflicting transaction sets 103 9.3 Conflicting transaction sets Conflicting transaction sets can occur when a machine is offline and then comes back online. The Synchronising Transactions message will appear momentarily. Typically, the newest set is always kept. There are two scenarios in which conflicting transaction sets can occur: Scenario 1, for the same operator: 1. Transactions are added on Machine A and not totalised. This machine then goes offline. 2.
9.4 Floating between machines 104 9.
10 Basic Programming This chapter tells you how to set up some basic information for using the scale. The minimum product information required for you to use your scale is PLU (Product Look Up) number and unit or item price. However, it is useful to program a brief description for the display text and a label format if you are using label mode. To use the scale in receipt mode, you will also need to set up at least one operator. Contents 10.1, Using Manager mode 10.1.1, Manager mode layout 10.
10.1 Using Manager mode 106 10.1Using Manager mode 10.1.1 Manager mode layout 10 To enter manager mode Press the menu bar key and then use the appropriate touch button to select: 1. Setup Mode from the Menu bar 2. Manager Mode on the Setup Mode screen 3. The operator and enter the PIN The default operator number is 1 and the default operator PIN is 4296. For added security, give each operator a PIN that is different from the one set up.
10.1 Using Manager mode 107 The functions and information that you may need to edit are found in System Data. System data applies to all the scales in the network. You can create and edit system data at a scale or use one of the appropriate software applications. Adding or changing data The steps for setting up an operator are described in the Operators section 10.3, Operators. To add or change data in any of the other tables, follow the same procedure.
10.2 Products 108 10.2Products 10.2.1 Editing a PLU 1. Use the touch button to select Setup Mode from the Menu bar. 2. Select Manager Mode on the Setup Mode screen. 3. Choose the operator and enter the PIN for that operator. Note: Only those operators with a security level equal to or greater than the function security are listed for selection 4. Select System Data. 5. Select Products from the System Data screen. The product table is displayed. 6.
10.2 Products 109 8. Use the scroll buttons to highlight the field you require, for example, Price. 9. Touch price. and use the numeric keypad to enter the new 10 10.Touch to confirm the entry. 11.If you do not want to edit the next field displayed, touch . Touch to save your changes.
10.2 Products 110 10.2.2 Creating a PLU 1. Follow steps 1 to 4 as in Editing a PLU. 2. Enter the number for the new PLU and touch 3. Touch . to be able to enter the description. When you have finished, touch to confirm the entry. Note: The PLU editor automatically highlights the next field in the PLU editor when you confirm your changes.
10.2 Products 111 4. Use the numeric keys to enter the unit price. 5. If you do not want to edit the next field displayed, touch . 6. Touch 10 to save your changes. 10.2.3 Tares When goods are to be weighed in containers, you can set up tare values (container weights) that are stored against a reference number. Each tare is assigned to a dedicated touch button.
10.2 Products 112 Use tax reference 0 for products that are non-taxable. Inclusive tax O The value of the transaction is displayed including the tax. Exclusive tax O The value of the transaction is displayed, excluding the tax. The tax is added to the receipt subtotal as a separate item when the receipt is printed. Printing the tax Your scale has been configured for one of three tax printing options: 1. Printing the total tax value on receipts Note: See Tax printing on receipts on page 70. 2.
10.3 Operators 113 10.3Operators The information you need to set up an operator is listed here, followed by the steps for setting up an operator. Operator ID The operator ID can have up to 12 numeric characters. Operator name The operator name is displayed on the operator button and printed on the receipt. You can enter up to 33 characters for the operator name. If the name is too long for the space available, it will be truncated.
10.3 Operators 2. Touch 114 to add a new operator. 3. Select the Operator ID field and edit the operator ID. Touch to confirm the change. 10 4. Enter the operator name and touch .
10.3 Operators 115 5. Use the numeric keypad to enter a PIN for the operator. Note: To set up an operator with access to Manager Mode functions the PIN is 4296. 6. Assign the appropriate role to the operator. 10 7. By default, the operator is automatically enabled when created.
10.3 Operators 8. Touch 116 to save your changes. When you have finished creating or editing operators, touch to return to the Manager Mode screen.
11 Reporting Functions This chapter describes the data reports available and the information they contain. Please remember: O Totals are updated whenever a label or receipt has been printed successfully. O You must be in Manager Mode to print a report. O You can assign a security level to any report. Contents 11.1, Overview 11.1.1, Report printing 11.1.2, Missing fields 11.2, Totals reports 11.2.1, Report numbering 11.2.2, Report fields 11.2.3, Grand totals report 11.2.4, Operator Totals report 11.2.
11.1 Overview 118 11.1 Overview Figure 11.1 Example screen showing list of available reports 11.1.1 Report printing Select Print for a non-clearing report The totals for those values are carried forward. Select Print and Clear for a clearing report The totals are cleared and the relevant clearing date in the security report is updated. Important: If the report printing fails for any reason or you abort the report printing, the totals will be unchanged. 11.1.
11.2 Totals reports 119 11.2 Totals reports You can print the following reports: O Operator Totals O Operator Sales O Tax Totals O Machine Totals O Grand Totals O Items Totals 11.2.1 Report numbering Each totals report has its own sequential number for security purposes. There are two separate number sequences – one each for Print reports and Print and Clear reports. The number is incremented each time you print a report. 11.2.
Received on Account Drawer value * * * * * * * * * * * Trace * * Group * * * * * * * * * * * * Tax * * * * * * * * * * * * Items Weight/items returned Value of refund transaction Total number of refunds Value of all discounts Total number of discounts Total number of No Sales Amount of Pick Up Total number of Pick Ups Amount of Float Amount paid out Total number of Paid Outs Value of local cash payments Value of each payment type (not local cash) Value of payments received on account Total
11.2 Totals reports O Refund Count O Discount Value O Discount Count O No Sale Count 121 11.2.
11.2 Totals reports 122 11.2.6 Items report The data included in this report is: O Department ID O PLU number O Group ID O Item description O Sales quantity at the normal price O Sales amount at the normal price O Counter amount O Counter quantity O Return transactions O Return amount O Total sales amount O Total counter amount Select Items and press , followed by to print all the PLUs. If you want to print a report for an individual PLU, touch and enter the PLU ID number. 11.2.
11.2 Totals reports O Transaction count O Returns value O Returns count 123 11.2.9 Traceability report Some fields will only be printed if the scheme has been configured to use those fields.The data included in this report is: O Lot Number O GTIN O Sales quantity O Counter quantity O Pre-pack quantity O Traded quantity O Weight limit O Sales value O Transaction count O First Traded date O Last Traded date O Slaughter/Creation date O Expiry date 11 11.2.
11.3 Data reports 124 11.3 Data reports 11.3.1 Verify labels This function allows you to check the appearance of the labels set up for each of the products. Print single label 1. Touch . 2. Select the product and touch 11 to print the label. Print all labels 1. Touch . 2. Select the product and touch Touch to print all the label. at any time to stop the printing.
12 Product traceability The traceability function enables individual purchases to be traced back to the original batch by printing trace details on labels for all products associated with a particular batch.Traceability is primarily used for beef products but can be used for other types of meat or for non-meat products such as fish or cheese. Traceability works by using Schemes and Carcass numbers or Lots.
12.1 Traceability schemes 126 12.1Traceability schemes The trace scheme defines the information to be collected about a carcass or batch. It also controls the information an operator will be asked to enter or the default values that will be used instead. If a scheme has been set up for a product, the product must be associated with that scheme. 12.1.1 Scheme attributes The information defined in the scheme is stored as a set of attributes.
12.2 Traceability data input 127 12.2Traceability data input Scan the full traceability barcode or enter it from the sales keyboard once and the data is stored against a Lot reference number. Each time you select a product, you only need to scan or enter the barcode number and the lot numbers associated with the product will be displayed. You will only be able to enter the barcode number manually if the associated traceability scheme permits it.
12.2 Traceability data input 1. Touch 128 to go to the lot creation screen. 2. Scan the barcode to populate the fields or manually enter the appropriate data for each attribute. 3. Touch to save the new lot you have created. Editing a lot 1. Touch to go to the lot edit screen. Note: Once a traceability record has been created, key fields cannot be edited. When an existing record is edited, key fields are shown with a locked icon. Manual entry of barcode number enabled 2.
12.2 Traceability data input 129 12.2.1 Multiple barcodes The full traceability data may extend over more than one barcode. The system will recognise this and allow you to scan several barcodes. You will see the encoded information appear in the display as you scan each barcode. Encoded information displayed 12.2.2 Automatic creation of records When a PLU with traceability enabled is selected, you may be prompted for the lot number.
12.2 Traceability data input 130 Last used Lot number Alternative Lot number If the system fails to recognise an existing lot number in the scanned data, you will be prompted to create a new lot. The new lot is created automatically by the system. 12 Lot prompt disabled If lot prompt is disabled for the scheme, you will not be prompted for a lot number and one of the default lot numbers described in Automatic creation of records will be used.
12.3 Counter service operation 131 12.3Counter service operation You can print traceability details on labels for all products associated with a Lot. Important: In order to sell a product, the PLU must be associated with a lot number. In counter service, you can scan the barcoded information from a tray label for the product, or you can type in the lot number at the keyboard and the scale will print it on the label or receipt.
12.4 Traceability passport 132 12.4Traceability passport A carcass may be delivered with a single barcoded label attached (traceability passport) containing all the information to provide full traceability for that animal. When the carcass has been split up for retail sale, the barcoded information is needed to create additional copies of the passport for scanning at the counter service point. 12.4.
13 Looking After Your Scale This chapter tells you how to look after your scale to ensure that you get the maximum life and quality of service from it. Contents 13.1, Cleaning the scale 13.1.1, Cleaning the touchscreen 13.2, Cleaning the print head 13.2.1, Cassette printer 13.2.2, Receipt printer 13.
13.1 Cleaning the scale 134 13.1Cleaning the scale CAUTION: Harsh abrasives, solvents, scouring cleaners and alkaline cleaning solutions, such as washing soda, should not be used, especially on the display windows. Under no circumstances should you attempt to wipe the inside of the scale. The exterior may be wiped down with a clean cloth moistened with water containing a small amount of washing up liquid. 13.1.1 Cleaning the touchscreen Use a mild detergent sprayed onto a damp cloth.
13.2 Cleaning the print head 135 13.2Cleaning the print head WARNING: To avoid the possibility of electric shock or damage to the scale, always switch off the scale and isolate from the power supply before performing any routine maintenance. We recommend that the print head is cleaned daily in order to ensure maximum life and to maintain the print quality. Always follow the instructions on the cleaning kit. 13.2.
13.2 Cleaning the print head 136 3. Pull the cleaning card through. 4. Open the print head. 5. Replace the cassette.
13.2 Cleaning the print head 137 13.2.2 Receipt printer The print head should be cleaned using the specified head cleaning kit, part number 76801-110, available from your Avery Berkel supplier. 1. Open the printer and remove the paper roll. 2. Insert the cleaning card and close the printer. 1 2 3. Pull the cleaning card through. 13 2 1 4. Open the printer and repeat steps 2 to 3. 5. Open the printer and replace the paper roll. Close the printer.
13.3 Service interval 138 13.3Service interval Your scales may have a suitable service interval set. If a service interval has been set, a message will be displayed as you near the service date. Once the scale has been serviced, the engineer will reset the service interval. Note: If the scale is left switched on, the message will be displayed immediately after midnight provided that the scale is in sales mode.
Index B Barcode scanning 65 C Customer accounts 86 D Data Reports verify labels 124 Discounts 112 E External connections 16 F FIX key 56 H Home keyboard 22, 25 I Installation 14 adjusting the screen angle 15 level compensation (ValuMax) 14 L label operations printing 41 M Manager mode 106 O Operators 113 P PLU create & edit 139 create PLU 110 edit PLU 108 Prepack mode machine setup 43 multiple labels 42 tares 55 Printer cleaning 32 Printing 30 changing the roll 34, 35 label printing modes 41 pri
Index security 123 totals reports 119 Returning products 58 Returns 58 S Safety 11 Safety and warning cleaning the machine 11 safe Installation 11 scale maintenance 133 cleaning 134 cleaning the printhead 135 service interval 138 Scale operating mode checkout mode 64 counter operation 63 hold receipt mode 64 PoS 64 Serving customers 40 Store departments 46 System data discount editor 112 operator editor 107, 113 tare editor 111 tax editor 111 T Tares 52, 111 preset tare keys 52 tare interlock 55 Tax rates
Foundry Lane, Smethwick, West Midlands, England B66 2LP Tel: +44 (0)870 903 2000 Fax: +44 (0)870 904 2223 Email: info@averyberkel.com Internet: www.averyberkel.
