Avery Berkel XN series Operator Instructions Manual Download Page 115

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10.3 Operators

115

XM and XT Operator Instructions

Note:

To set up an

operator with access to
Manager Mode functions
the PIN is 4296.

5. Use the numeric keypad to enter a PIN for the operator.

6. Assign the appropriate role to the operator.

7. By default, the operator is automatically enabled when created.

Summary of Contents for XN series

Page 1: ...Operator Instructions XM and XT series Retail System Scales ...

Page 2: ...ledgment of the source must be given Avery Berkel is a division of ITW Limited This publication was correct at the time of going to print and is supplied without liability for errors or omissions Avery Berkel reserves the right to alter without notice the specification or design of any product or service at any time Trademarks and acknowledgements Avery Berkel is a registered trademark in certain ...

Page 3: ...rint head 12 2 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 17 3 Getting Started XM 3 1 Getting started 19 3 1 1 Vendor display 19 3 1 2 Customer display 20 3 1 3 Touchscreen keys 20 3 1 4 Fixed function keys tactile keypad 21 3 1 5 Programmable dedicated ...

Page 4: ...eceipt 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 37 5 3 1 Changing the printer roll 37 5 3 2 Fitting large core paper rolls 39 6 Serving Customers Label Mode 6 1 Basic operation 41 6 1 1 Selecting the PLU 41 6 1 2 Printing labels 42 6 1 3 Setting the scale to pre pack 43 6 2 Produ...

Page 5: ...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 4 Using preset tare keys 53 6 7 5 Pre pack tares 55 6 8 Using the FIX key 56 6 8 1 Weighed goods 56 6 8 2 Nonweighed items 56 6 9 Using Add mode 57 6 10 Returning products 58 6 10 1 Sc...

Page 6: ...ghed 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 3 Voiding transactions 76 7 4 Discounts 78 7 4 1 Sales discount 78 7 5 Refunds 79 7 5 1 Refund PLUs 79 7 6 Banking cash drawer operations 80 7 7 Customer accounts 86 7 7 1 Setting up an account 86 7 7 2 Charging to account...

Page 7: ...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 1 Using Manager mode 106 10 1 1 Manager mode layout 106 10 2 Products 108 10 2 1 Editing a PLU 108 10 2 2 Cr...

Page 8: ...rt 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 9 Traceability report 123 11 2 10 Security report 123 11 3 Data reports 124 11 3 1 Verify labels 124 12 Product traceability 12 1 Traceability schemes 126 12 1 1 Scheme attributes 1...

Page 9: ...31 12 3 1 Selecting the PLU 131 12 4 Traceability passport 132 12 4 1 Printing a duplicate passport 132 13 Looking After Your Scale 13 1 Cleaning the scale 134 13 1 1 Cleaning the touchscreen 134 13 2 Cleaning the print head 135 13 2 1 Cassette printer 135 13 2 2 Receipt printer 137 13 3 Service interval 138 ...

Page 10: ...XM and XT Operator Instructions Safety Warnings 1 ...

Page 11: ...supply before carrying out any routine maintenance 1 1 3 Cleaning the machine 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 machine The outside of standard products may be wiped down with a clean cloth moistened with wate...

Page 12: ... 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 ...

Page 13: ...iguring 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 Description 2 ...

Page 14: ... 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 The scale has four adjustable feet to enable you to manually level the scale if nec...

Page 15: ...d handle in the direction of the arrow 2 To raise the screen lift the front edge of the screen assembly upwards 3 To lower the screen angle hold in the red handle underneath the display assembly on the left hand side 2 1 3 2 1 3 Inserting the keyboard overlay XM only Note On the XT series this keyboard is part of the touchscreen user interface 2 2 3 1 ...

Page 16: ...cables 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 A cash drawer connection must be via a USB cash drawer adaptor O Ethernet connector for ...

Page 17: ...scription 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 ...

Page 18: ... 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 Touchscreen keys 3 1 4 Fixed function keys tactile keypad 3 1 5 Programmable dedicated keys 3 1 6...

Page 19: ...to set up at least one operator You can find out how to do this in 10 1 Using Manager mode 3 1 1 Vendor display What you see on the display will depend on the information already programmed into the scale Touchscreen Tactile keypad Programmable keys Figure 3 1 Vendor display The display area acts as a touch keyboard The information displayed and the action resulting from touching the appropriate a...

Page 20: ...duct Factors such as the time period for recalculating bestseller keys and a weighting for achieving bestseller status control which products are placed on the bestseller keyboard and how long the product remains there When a bestseller keyboard is recalculated products remaining on the keyboard retain their key position Static Static keyboards are keyboards and keyboard systems that are wholly or...

Page 21: ... messages or characters from the data field Confirms data entry Function Menu key Press this key to display the function menu bar 3 1 Getting started 21 XM and XT Operator Instructions 3 3 1 4 Fixed function keys tactile keypad 3 1 5 Programmable dedicated keys Twenty programmable keys are available below the touchscreen area A customised keyboard overlay sheet can be created and inserted over the...

Page 22: ...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 The buttons you see will depend on the current screen displayed and the way in which your scale has been configured Touch to display the ...

Page 23: ... 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 Fixed function keys 4 1 5 Programmable touch key area 4 1 6 Product keyboa...

Page 24: ...e when O the weight display shows zero O the zero indicator is displayed 4 1 2 Customer display This is a 10 2 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 4 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 ...

Page 25: ...ntaining functions The lower fixed keyboard and pop out side keyboards can only be set up and programmed using MX SBT Static product keyboards can consist purely of products and links designed and placed by the user manually or a combination of these with bestseller keys and dynamic links Home keyboard This is the touch keyboard set up as the top level menu for the scale and displayed on the vendo...

Page 26: ... 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 26 XM and XT Operator Instructions 4 ...

Page 27: ...rrow 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 ...

Page 28: ...4 1 Getting started 28 XM and XT Operator Instructions 4 Entering numerical data The number pad will automatically display when you touch a data entry field such as unit price tare or labels ...

Page 29: ...l 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 Touch this icon to display the menu bar Function menu bar ...

Page 30: ...ed 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 2 Changing the printer roll backing rewound 3 2 3 Rewinding the backing paper labels 5 2 3 Changing a continuous paper roll 5 3 Receipt printer 5 3 1 Changing ...

Page 31: ...10 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 Labels are printed at the cassette printer in the base Receipts and reports are printed at the receipt printer Model Label Receipt Printer Receipt Printer XM100 XT100 X XM200 XT200 X...

Page 32: ...mstances use a metal object to clear the jam Under no circumstances use sharp or metal objects to remove any accumulated debris The use of non approved paper may reduce the life of the print head and invalidate your warranty Approved labels and paper rolls are available from a number of suppliers whose addresses can be obtained from your Avery Berkel service provider Print roll dimensions Clean re...

Page 33: ...l 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 3 Replace the cassette ensuring that it is correctly located Push in the red handle ...

Page 34: ... from the scale 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 3 Feed the paper over the rewind spindle under the paper guide bar then over the paper guide and insert the backing paper into the rewind hub as shown in the illustrations below For separate labels before inserting the new roll remove ...

Page 35: ... 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 2 3 Changing a continuous paper roll 1 Remove the cassette see step 1 5 2 2 Changing the printer roll backing rewound 2 Remove the old roll and check that the new label roll is of the right type and size and insert the roll into the cassette ...

Page 36: ...wind 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 ...

Page 37: ...ircumstances 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 Approved paper rolls are available from a number of suppliers whose addresses can be obtained from your Avery Berkel centre Printer roll dimensions 5 3 1 Changing the printer roll 1 Turn the handle of the cassette ...

Page 38: ... 38 XM and XT Operator Instructions 5 2 Remove the empty core and replace it with a full roll The yellow label on the cassette shows the route for the paper 3 Replace the cassette and turn the handle clockwise to lock 1 2 ...

Page 39: ...ore paper rolls 1 Raise the large core support and release the red catch so that the support passes the spindle 2 Re fasten the catch and rest the large core support against the spindle 1 2 3 Load the paper roll and then replace the cassette as described in step 3 on page 38 1 2 ...

Page 40: ...sed 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 11 Re wrap function 6 ...

Page 41: ...k A label is printed automatically for the selected product each time the weight changes Self service The customer is prompted to select the product from the self service screen and place the goods on the scale The label is printed as soon as the weight is steady 6 1 1 Selecting the PLU The goods and items you sell will have a unique PLU Product Look Up number associated with them PLUs provide a f...

Page 42: ... than one item use the fixed numeric keys to enter the number of items in the Items field 3 To print more than one label enter the number of labels in the label field Item field Label field 4 Touch Label streaming multiple labels for non weighed items Note This function is not available when using continuous paper You can set up a label run for up to 999 labels when you wish to print many labels f...

Page 43: ...you can press the FIX key PLUs and tares are retained in pre pack mode until cancelled 1 Touch on the home screen 2 Touch on the display screen 3 Select Pre pack PLU lock If you cannot select a different PLU from the one displayed on the scale then the pre pack PLU lock is enabled You must press to be able to select a different PLU If the lock is disabled for your scale you will be able to select ...

Page 44: ...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 Find PLU The list of products shown on the display will change dynamically according to the characters or digits you enter Searching by description Use the keyboard displaye...

Page 45: ...ht 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 Department search ...

Page 46: ...epartments O A department can be assigned to a scale and it becomes the default department for that scale O A dedicated department key is a programmable key or touch button that has been assigned to a specific department O Your scale may have dedicated department keys or a general department key or both Allocating products PLUs to the appropriate department O Reduces the complexity of maintaining ...

Page 47: ...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 To revert to the original price touch on the Change Price screen 6 4 1 Overriding prices 1 Touch the unit item price field 2 If necessary select the operator from the list and use the fixed numeric keys to en...

Page 48: ...he 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 4 Touch 5 Complete the transaction in the normal way ...

Page 49: ...nted 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 ...

Page 50: ...number of items is included free of charge when the total number of items is above a pre programmed number of items 6 6 4 Discount promos This type of promotion applies to weighed and non weighed products and allows a discount value to be automatically applied to the transaction value when a certain weight or number of items are sold 6 6 5 Discounting prices You can discount a PLU with a pre progr...

Page 51: ...nts 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 ...

Page 52: ...the tare is cleared Note When you remove the empty container from the scale the tare weight shows as a negative value in the weight display 1 Place the container on the scale 2 Touch 3 The tare field showing the container weight is displayed 4 Fill the container with the product either on or away from the scale 5 Select the PLU 6 Press to print the label 7 Remove the filled container from the scal...

Page 53: ...ight you can use the numeric keys to enter the weight 1 Touch 2 Use the fixed numeric keys to enter the tare value in the tare field 3 Place the filled container on the scale 4 Select the PLU 5 Press to print the label 6 7 4 Using preset tare keys A dedicated tare key or button selects a previously programmed tare weight value If your scale has dedicated tare keys you can use these to select the a...

Page 54: ...es 54 XM and XT Operator Instructions 6 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 4 Press to print the label ...

Page 55: ...ly 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 5 Pre pack tares In pre pack mode the PLU and tare are not cancelled when the filled container is removed from the weigh plate This enables you to pack several containers of the same weight and use the same PLU without having to select the PLU ...

Page 56: ... goods 1 Touch 2 Place the container on the scale and touch if you want to retain the tare 3 Fill the container either on the scale or away from the scale 4 Select the PLU 5 Touch to print the label 6 Remove the goods from the scale 7 Touch to cancel the tare 8 Touch to cancel the PLU 6 8 2 Nonweighed items 1 Select the PLU 2 Touch 3 If there is more than one item use the fixed numeric keys to ent...

Page 57: ...electing 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 If you do not see the Add button select and the Add button will be displayed You must touch while the subtotal is displayed to print a label or ADD...

Page 58: ...assigned to the Return key If your security level is not high enough you will see a message on screen and the operators with the appropriate security level will be listed 6 10 1 Scale operating in receipt mode 1 Touch 2 Select the PLU Non weighed items 3 Enter the value of the item to be returned 4 Enter the number of items if more than one Weighed goods 5 Place the goods on the scale 6 Enter the ...

Page 59: ... Instructions 6 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 to print the label 9 Touch to return to normal operating mode when you have finished returning goods ...

Page 60: ...rogrammed price and change the number of days or months the product can be displayed 1 Select the PLU 2 Touch to display the re wrap screen 3 Use the green up and down arrows to select the row you want to edit and then touch 4 To change the price use the fixed numeric keys to enter the new price 5 To change a date use the green up and down arrows 6 When you have finished making changes touch ...

Page 61: ...ceipt 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 8 Stock Mode Trade transactions 7 ...

Page 62: ...hese 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 2 Touch to confirm your selection Touch ...

Page 63: ...Selecting PoS operation Touch Touch Selecting Checkout operation 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 ...

Page 64: ...r when taking a break O Any outstanding transactions must be cleared before logging off Transactions at the scale will only be assigned through the logged on operator s dedicated key If an operator is logged on to a scale and has outstanding transactions a new operator will not be allowed to log on You will see a message telling you which operator is logged on If an operator wants to use another s...

Page 65: ... 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 O At a Point of Sale PoS scale or checkout you can scan customer numbers from subtotal counter receipts to add them to the sales total receipt O With the subtotal displayed you can scan the barcode on promotional...

Page 66: ...U 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 Only operators that are logged on are shown on the operator display 7 2 2 Non weighed items 1 Select the PLU 2 If there is more than one item use t...

Page 67: ...n 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 When all the products required by the customer have been assigned touch to display the operator list ...

Page 68: ...not need to change the paper roll to print the label 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 O Print coupo...

Page 69: ...than once 3 39 3 39 05 10041230 2 50 1 CHERRIES kg kg 1 60 0 250 0 40 COFFEE kg kg 2 50 Total 3 39 APPLES kg kg 0 90 0 550 0 49 Cash 0 00 Change Transactions 3 Rate Tax Ref 0 00 0 THANK YOU FOR SHOPPING AT AZ SUPERMARKETS Value 0 00 12 09 03 07 2003 Served by Sandra Note Transactions printed at the bottom of the receipt may refer to the number of items sold or to the number of transactions dependi...

Page 70: ...licate 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 For these countries if an inclusive tax system is used and tax printing has been enabled the receipt will include O Tax reference O Tax rate O Net sales O Tax value O ...

Page 71: ...ou can recall the last subtotal and touch to generate a receipt for those transactions Re open a held receipt You can re open a held receipt so that further transactions can be added and unwanted transactions removed Multiple receipts will be consolidated If manual customer numbers are configured 1 Touch and enter the customer number or scan the receipt barcode when prompted to display transaction...

Page 72: ...7 2 Basic operation 72 XM and XT Operator Instructions 7 Touch on the subtotal screen and you will see the message Void whole receipt Touch Yes ...

Page 73: ...pdated and you can now place this receipt on hold or print the new final receipt 7 2 7 Using payment ECR keys The payment keys are only available for use in PoS mode Payment keys may also have been set up with restrictions on how you can use them The restrictions that can be applied include O Giving change O Giving refunds O Minimum and maximum values that may be accepted O Accepting a preset valu...

Page 74: ...wn in the right hand blue area of the screen Note There is no need to enter the amount if the cash tendered is the exact amount or if using preset value cash keys 2 Use the fixed numeric keys to enter the amount tendered and then touch the appropriate payment key for example cheque 3 If more than one payment method is being used repeat step 2 for each type of payment 4 The receipt will be printed ...

Page 75: ...7 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 ...

Page 76: ...eceipt 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 1 Display the subtotal and touch If you cannot see the button touch to display more buttons 2 To cancel all the transactions in the subtotal touch and then touch to confirm the void operation A void slip is printed to show zero trans...

Page 77: ...7 3 Voiding transactions 77 XM and XT Operator Instructions 7 3 To cancel an individual transaction highlight the line to be voided and then touch 4 Touch to confirm the void operation ...

Page 78: ...unt before assigning the transaction Variable discount A variable discount is one that does not have a pre programmed value The operator enters the discount value or percentage Fixed discount The value or percentage is pre programmed Security levels may be assigned to discounts If you do not have an adequate security level assigned you will see a warning message and the list of authorised operator...

Page 79: ...nd the total receipt value is negative a refund slip will be printed after the sales receipt A security level may be assigned to this function If your security level is not high enough you will see a warning message and the list of authorised operators will be displayed Your scale must be in receipt mode and PoS must be enabled Refund Slip xm machine 227 29 06 10 10 05 Served by Alan Total 10 35 T...

Page 80: ...y 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 4 Example of user function button locations A security level may be assigned to these transactions If your security level is not high enough you will see a warning message and the list of autho...

Page 81: ... the cash drawer without entering a sale A No Sale slip is printed No Sale Served by Alan 29 06 10 10 05 xm machine 16 Report Complete Figure 7 5 No Sale slip Float Allows you to add money to the cash drawer so that you can give change 1 Use the numeric keys to enter the amount you are adding to the cash drawer This float value is then displayed in the field at the bottom left corner of the screen...

Page 82: ...evert to the float amount entry screen Float value Float Served by Alan 29 06 10 10 05 Value 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 Paid Out operations require a reason code to be entered before proceeding 1 Touch the Paid Out button The Enter Reason Code screen is displayed ...

Page 83: ... 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 Paid Out amount If there is sufficient money in the cash drawer a paid out slip is printed ...

Page 84: ...splay will then revert to the paid out amount entry screen If there are insufficient funds in the cash drawer you will see the message Drawer Cash Low Continue If you choose to continue a paid out slip will be printed Pick Up Allows you to take money from the cash drawer for security purposes during trading 1 Use the numeric keys to enter the amount you are taking from the cash drawer This pick up...

Page 85: ...oney in the cash drawer a pick up slip is printed 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 If there are insufficient funds in the cash drawer you will see the message Drawer Cash Low Continue If you choose to continue a pick up slip will be printed ...

Page 86: ...mmary slip The account ID is printed on the receipt when goods are charged to the account 7 7 2 Charging to account Customers may pay all or part of the cost of purchases by charging the cost to their account The scale prints the receipt followed by an account summary slip that is signed by the customer and then placed in the cash drawer Account keys operate in a similar way to cash keys except th...

Page 87: ...eipt to the customer O Place the Received On Account slip in the cash drawer Account Summary 29 06 10 10 05 Served by Alan Account 10029 50 00 John Smith Customer Signature xm machine 017 Received On Account 29 06 10 10 05 Served by Alan Received On Account Account 10029 John Smith Total 150 00 xm machine 017 Figure 7 9 Account summary slip Figure 7 10Received On Account slip ...

Page 88: ...ble 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 Stock mode transactions and sales transactions may not be mixed on the same receipt 7 8 1 Entry to stock mode 1 Touch or the sales mode field on the home screen 2 Touch the Stock button to enable stock mode Touch 3 If y...

Page 89: ...k 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 Trade accounts Your scale may have accounts for trade customers or for the areas of the business against which to charge the goods when performing stock functions For example if you are writing off stock you might wish to charge it against a specific department...

Page 90: ...ns 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 4 Operator PIN 8 ...

Page 91: ... 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 A playlist can be defined from the media held in the scale that will cycle back to the start when the end is reached 8 1 2 Security levels The security level role assigned to an operator determines access to machine functions O You will only have access to ...

Page 92: ...r 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 3 2 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 Exit ...

Page 93: ... 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 The touch key or button can be configured to directly select a single image or video or to direct you to a list of videos and images from which you can select the one you wish to see Select User F...

Page 94: ...4 Operator PIN 94 XM and XT Operator Instructions 8 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 ...

Page 95: ...n 1 Ensure that the touchscreen is in the position in which it will be used during normal operation 2 Select Setup Mode from the menu bar 3 Select Manager Mode followed by Machine Setup 4 Select Touchscreen Calibration 5 Touch the crosshair in the upper left corner of the screen 6 Touch in the upper right corner of the screen 7 Touch in the lower right corner of the screen 8 Touch in the lower lef...

Page 96: ...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 ...

Page 97: ...rking with networked scales 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 4 Floating between machines 9 ...

Page 98: ...ines are in operation the remaining clients can continue to trade and float operators as explained in 9 1 1 Operating mode on page 98 9 1 1 Operating mode When scales are networked they are usually operated in Receipt mode although a store network can consist of a mixture of label and receipt machines Operators may be logged on to more than one machine and float between machines to serve customers...

Page 99: ... 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 Note If the theme has been changed a colour other than blue will appear when the network is OK ...

Page 100: ...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 Some typical scenarios follow ...

Page 101: ...9 9 1 Networked scales 101 XM and XT Operator Instructions ...

Page 102: ...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 The status bar turns from red to normal On the rest of the network the status bar turns from yellow to normal If the machine was removed and there are two or more conflicting sets of transactions across the network the first time an...

Page 103: ...hine then goes offline 2 Transactions are then added on Machine B and not totalised 3 Transactions on Machine A are then totalised e g printed 4 Machine A comes back online 5 More transactions are attempted on Machine B 6 The last operation was on Machine A therefore the transactions on Machine B are older and not required Transactions on Machine B are deleted Scenario 2 for the same operator 1 Ma...

Page 104: ...104 XM and XT Operator Instructions 9 4 Floating between machines In the event that an operator has a subtotal open on one machine and then tries to add a transaction or enquire on the subtotal on another the following message appears ...

Page 105: ...it 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 2 Products 10 2 1 Editing a PLU 10 2 2 Creating a PLU 10 2 3 Tares 10 2 4 Tax rates 10 2 5 Discounts 10 3 Operators ...

Page 106: ...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 Only operators with a manager role assigned to them will be displayed ...

Page 107: ...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 The individual records may be different but the principle is the same and the scale software will take you through ...

Page 108: ...r selection 3 Choose the operator and enter the PIN for that operator 4 Select System Data 5 Select Products from the System Data screen The product table is displayed 6 Select the product you want to edit from the list displayed in the produce table Note You can search for the PLU you want using the scroll buttons or by entering text or numerical characters 7 Touch to confirm the selection Change...

Page 109: ... 8 Use the scroll buttons to highlight the field you require for example Price 9 Touch and use the numeric keypad to enter the new price 10 Touch to confirm the entry 11 If you do not want to edit the next field displayed touch Touch to save your changes ...

Page 110: ...ow steps 1 to 4 as in Editing a PLU 2 Enter the number for the new PLU and touch Note The PLU editor automatically highlights the next field in the PLU editor when you confirm your changes 3 Touch to be able to enter the description When you have finished touch to confirm the entry ...

Page 111: ...mber Each tare is assigned to a dedicated touch button Depending on how your scale has been configured the tare buttons can be accessed from O A dedicated touch button on the function menu bar O A dedicated key on the programmable key area below the touchscreen 10 2 4 Tax rates If PLUs are configured with a tax rate you can print the tax value and individual tax rates on the receipt You can progra...

Page 112: ...nting on receipts on page 70 1 Printing the total tax value on receipts 2 Printing the individual tax rate values on the receipt 3 No tax printing 10 2 5 Discounts For information on applying discounts see section 7 4 Discounts on page 78 There are two types of discount rate O Percentage O Value Note You must enter the percentage rate as a whole number For percentage discounts you can enter a rate...

Page 113: ...n 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 Operator PIN This is the number the user must enter to gain access to restricted scale functions The PIN can have up to 12 numeric characters Operator role The role can have up to 12 numeric characters and controls the functions the operator can use Access to f...

Page 114: ...0 3 Operators 114 XM and XT Operator Instructions 10 2 Touch to add a new operator 3 Select the Operator ID field and edit the operator ID Touch to confirm the change 4 Enter the operator name and touch ...

Page 115: ... 10 Note To set up an operator with access to Manager Mode functions the PIN is 4296 5 Use the numeric keypad to enter a PIN for the operator 6 Assign the appropriate role to the operator 7 By default the operator is automatically enabled when created ...

Page 116: ...10 3 Operators 116 XM and XT Operator Instructions 10 8 Touch to save your changes When you have finished creating or editing operators touch to return to the Manager Mode screen ...

Page 117: ...nager 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 5 Operator Sales report 11 2 6 Items report 11 2 7 Machine report 11 2 8 Group report 11 2 9 Traceability report 11 2 10 Securit...

Page 118: ... 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 2 Missing fields If there is no data for a particular field that field will be blank on the report or a value of zero will be printed O The value of the product produced O The value of the p...

Page 119: ... name Description Grand Machine Operator Totals Operator Sales Items Tax Group Trace Sales Amount Value of all transactions in PoS mode Sales Quantity Weight items sold Counter Amount Value of all transactions in non PoS mode Counter Quantity Weight items labelled Pre pack Amount Value of all transactions in Pre pack mode Pre pack Quantity Weight items pre packed Transactions Count Total number of...

Page 120: ...nt O Refund Value Return Quantity Weight items returned Refund Amount Value of refund transaction Refund Count Total number of refunds Discount Amount Value of all discounts Discount Count Total number of discounts No Sale Count Total number of No Sales Pick Up Amount Amount of Pick Up Pick Up Count Total number of Pick Ups Float Amount Amount of Float Paid Out Amount Amount paid out Paid Out Coun...

Page 121: ...s paid out pick up no sale float O Drawer value Select Operator Totals and the press followed by to print all the operators If you want to print a report for an individual operator touch and enter the operator ID number 11 2 5 Operator Sales report This report includes all the sales for the operator and prints O Operator ID O Operator name O Value of each type of payment used O Total sales amount ...

Page 122: ... 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 7 Machine report The information in this report will depend upon the payment methods set up for the scale It will always include O Total monies for the cash drawer O Total cash and for example could include O Total credit O Total cheque...

Page 123: ...TIN 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 2 10Security report Security reports are non clearing reports and list O The sequence numbers for each non clearing reports O The sequence numbers for each clearing reports O The date and tim...

Page 124: ...els 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 to print the label Print all labels 1 Touch 2 Select the product and touch to print all the label Touch at any time to stop the printing ...

Page 125: ...the supply chain from the place of birth of the animal to the consumer The Carcass or Lot number references a specific carcass A carcass may be split up as it progresses through the supply chain but this number remains the same and is carried forward to each piece of the carcass The carcass or lot number is usually supplied by the previous supplier in the chain all the way back to the farm where t...

Page 126: ...ored as a set of attributes Typical attributes of a scheme are O Lot number or carcass number O Slaughter house reference and country O Cutting de boning centre reference and country O Country of birth O Country of rearing The scheme may have additional attributes controlling how the data is processed 12 1 2 Lots A lot represents the carcass or part of the carcass sometimes called a batch The lot ...

Page 127: ...ber 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 If none of the existing lots match the scanned data you can create a new lot or edit one of the existing lots CARCASS DETAILS 422 616 423 056...

Page 128: ...a for each attribute 3 Touch to save the new lot you have created Editing a lot 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 1 Touch to go to the lot edit screen 2 Edit the data you want to change 3 Touch when you have finished editing the data Manual entry of barcode number enabled ...

Page 129: ...cords When a PLU with traceability enabled is selected you may be prompted for the lot number The scheme will normally have been configured to display the last used lot number for the PLU or for the scheme You can O accept this number or O select an alternative lot number Normal operation is that a default lot will have been assigned to the PLU However it is possible for a PLU to be used with more...

Page 130: ...ed data you will be prompted to create a new lot The new lot is created automatically by the system 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 Last used Lot number Alternative Lot number ...

Page 131: ...receipt Tray labelling Where the product is packed in the presence of the customer it is not necessary to print all the carcass batch details on each label or receipt provided that the information is clearly displayed and obviously intended for that product The system enables you to set up a panel touch button to print tray labels for use in this mode of operation You can use this touch button to ...

Page 132: ...n 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 1 Printing a duplicate passport Note You must use a suitable label format If your scale has a duplicate passport button you can 1 Touch the button 2 Touch 3 Scan enter or select the appropriate lot for the transaction to print...

Page 133: ...lls 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 3 Service interval 13 ...

Page 134: ...ld 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 Fold the cloth several times to avoid applying undue pressure to the screen Do not spray the detergent directly onto the screen Do not use sharp objects suc...

Page 135: ...e 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 1 Cassette printer The print head should be cleaned using the specified head cleaning kit part number ABR20 001678 available from your Avery Berkel supplier 1 Remove the cassette 2 Insert the...

Page 136: ...13 2 Cleaning the print head 136 XM and XT Operator Instructions 13 3 Pull the cleaning card through 4 Open the print head 5 Replace the cassette ...

Page 137: ... 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 3 Pull the cleaning card through 4 Open the printer and repeat steps 2 to 3 5 Open the printer and replace the paper roll Close the printer 2 1 1 2 ...

Page 138: ... the message will be displayed immediately after midnight provided that the scale is in sales mode 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 ...

Page 139: ...ng 30 changing the roll 34 35 label printing modes 41 printer options 31 printer type 32 R Receipt transactions 66 cash drawer operations 80 counter receipt 69 customer accounts 86 charging to account 86 received on account 86 setting up accounts 86 customer purchases 66 discounts 78 duplicate 71 last receipt 71 one shot label 68 payment ECR keys 73 receipt consolidation 71 refunds 79 re open a fi...

Page 140: ... 24 Traceability 125 attributes 99 126 counter service 131 data entry 127 lot 126 create 127 edit 128 lot prompt 130 multiple barcodes 129 passport 132 record creation 129 schemes 126 tray labelling 131 Trade transactions 88 U User functions adverts and videos 91 operator PIN 94 web browser 92 Using PLUs 41 add mode 57 discounting prices 50 price change 47 48 promotions 50 re wrap 60 selecting a P...

Page 141: ...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 com ABR35 000520 AF ...

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