Avery Berkel XM Series, Setup And Programming Manual

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2.7 Ledgers 36
XM and XT Setup and Programming Guide
2
2.7 Ledgers
This function enables you to set up and manage accounts for the
business. These accounts could be:

Customer accounts

Trade accounts (suppliers or customers)

Stock functions.
Stock functions might include specific areas of the business against
which to charge goods. For example, if you are writing off stock, you
might wish to charge it against a specific department such as
electrical goods, toiletries or delicatessen.
2.7.1 Setting up an account
When you create an account you must enter:

An account reference ID

The account name

The credit status of the account holder
The credit status can be either the value of the credit allowed or a code
representing the credit value allowed.
The account ID and name are printed on the received-on-account slips
and the account summary slip. The account ID is printed on the receipt
when goods are charged to the account.
Creating an account
1. Select Ledgers from the System Data screen.
2. Enter the account ID. Use the touch keyboard for alpha
characters and the numeric keypad for numbers.
3. Touch .
4. Touch to be able to enter the account name and touch
to confirm the entry.
5. Enter the details for the Account Credit Status and touch
to confirm the entry.
6. Touch to save the account you have created.