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XM series

Retail System Scales

Operator Instructions
©Avery Berkel, 2010. 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. 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 jurisdictions. All brands and product names
used within this document are trademarks or registered trademarks of their respective holders.
Contents
page no.

1 Safety Warnings

1.1 Safety and warnings 9


Safe Installation 9
Safe use 9
Cleaning the machine 9
Safety 9
EMC compliance 10
Cleaning the print head 10

2 Installation

2.1 Installation 12
Level compensation system 12
Adjusting the screen angle 13
Inserting the keyboard overlay 13

2.2 Description 14
Touch screen 14
Promotions and advertising 14
Label printing 14

3 Printing

3.1 Label/receipt printers 16


Printer roll dimensions 16
Changing the printer roll 16
Rewinding the backing paper (labels) 17

3.2 Printer paper routes 18


Labels or continuous adhesive paper 18
Continuous tally roll 18

XM Operator Instructions 3
Rewinding the backing paper 18
Clean regularly 18

4 Getting Started

4.1 Getting started 20


Connections 20
Vendor display 20
Touchscreen keys 21
Fixed function keys 21
Programmable (dedicated) keys 22
Touch screen 22
Touch keys 22
Product keyboard 23
Menu function bar 24

4.2 User functions 25


Idle time adverts and videos 25
Web browser 25
Logging On/Off 25
Security levels 26
Printing labels and receipts 27

5 Basic Programming

5.1 Using Manager mode 32


Manager mode layout 32

5.2 Creating and editing a PLU 33


Editing a PLU 33
Creating a PLU 35

5.3 Data tables 37


Operator Editor 37
Setting up operators 38
Tare editor 40

XM Operator Instructions 4
Tax editor 40
Discount editor 41

6 Serving Customers

6.1 Using PLUs 43


Selecting the PLU 43
Weighed goods 43
Using departments 44
Promotional PLUs 44
Discounting prices 44
Voucher promotion 45
Temporary price change 45

6.2 Using a tare 48


Free tare (semi automatic) 48
Cumulative tare 48
Keyboard entered tare 49

6.3 Using the FIX key 51


Weighed goods 51
Nonweighed items 51

6.4 Returning products 52

7 Receipt Operations

7.1 Barcode scanning 55


Changing the number of items 55

7.2 Transactions and subtotals 56


Customer purchases 56
Voiding a transaction 58

7.3 Paying for goods 59


Printing a sales receipt 59

XM Operator Instructions 5
Printing a counter receipt 59
Tax printing on receipts 60
Using payment (ECR) keys 61

7.4 Customer accounts 63


Setting up an account 63
Charging to account 65
Payments received on account 65

7.5 Discounts 67
Sales discount 67

7.6 Cash drawer operations 68


Refunds 74

8 Reporting Functions

8.1 Overview 76
Report printing 76
Missing fields 76

8.2 Totals reports 77


Report numbering 77
Report fields 77
Operator Totals report 78
Operator Sales report 79
Items report 79
Machine report 80
Security report 80

9 Pre-pack Operations

9.1 Setting the machine to pre-pack 82


Pre-pack PLU lock 82

XM Operator Instructions 6
9.2 Pre-pack tares 83
Preset tare keys 83

9.3 Using PLUs 84


Weighed goods 84
Nonweighed items 84

10 Product traceability

10.1 Traceability schemes 86


Attributes 86
Input barcode 86
Lots 86

10.2 Using traceability 87


Data entry 87
Automatic creation of records 87
Selecting the PLU 88
Counter service operation 88

10.3 Traceability passport 89


Printing a duplicate passport 89

11 Looking After Your Scale

11.1 Cleaning the machine 91


Cleaning the touchscreen 91

11.2 Cleaning the print head 92


Cleaning the print head 92

11.3 Service interval 94

XM Operator Instructions 7
Safety Warnings
1

XM Operator Instructions
1.1 Safety and warnings 9

1.1 Safety and warnings


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.
To avoid the risk of the machine falling, where applicable, ensure that it
is placed securely on a flat and level surface.
USA
If the scale is connected to a 240V supply, the receptacle must be
protected by a 15amp circuit breaker.

Safe use
To avoid the possibility of electric shock or damage to the machine,
always switch off the machine and isolate from the power supply before
carrying out any routine maintenance.

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.
1
The outside of standard products may be wiped down with a clean cloth
moistened with water containing a small amount of washing up liquid.

Safety
To avoid the possibility of electric shock or damage to the machine,
always switch off the machine and isolate from the power supply before
carrying out any routine maintenance.
Training
Do not attempt to operate or carry out any procedure on a machine or
network unless you have received the appropriate training or read the
instructions books provided.
Ergonomics
To avoid the risk of RSI (Repetitive Strain Injury) it is important to
ensure that the machine is placed on a surface that is ergonomically
satisfactory to the user. It is recommended that frequent breaks are
taken during prolonged usage.

XM Operator Instructions
1.1 Safety and warnings 10

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.

Cleaning the print head

CAUTION: Do not use metallic objects on the print head. Only use the
recommended print head cleaning kit.

XM Operator Instructions
Installation
2
This chapter contains information on handling and positioning
the machine.
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
Level compensation system
Adjusting the screen angle
2.2, Description
Touch screen
Promotions and advertising
Label printing

XM Operator Instructions
2.1 Installation 12

2.1 Installation

Figure 2.1 Handling

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 has a cross
2
on it. 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 necessary.

XM Operator Instructions
2.1 Installation 13

Adjusting the screen angle


1. To raise the screen, lift
the front edge of the
screen assembly
upwards.

2
1

2. To lower the screen


angle, hold in the red
handle underneath the 2

display assembly on the


left hand side.

Inserting the keyboard overlay

2
1
2

XM Operator Instructions
2.2 Description 14

2.2 Description

Figure 2.2 XM series models

Touch screen
O Colour touch display provides fast, direct access to hundreds
of products.
O Automatically generated keyboards for best-selling products.
O Additional 20 programmable keys.
2
Promotions and advertising
The colour customer display can be used for on-screen promotions and
advertisements running as:
O animated text
O pictures
O videos.
Print coupons and recipes on demand.

Label printing
O True grey-scale printing with logos and images
O Single action label roll change with pre-loaded cassettes.

XM Operator Instructions
Printing
3
XM machines are supplied with a label/receipt printer.
The XM 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.

Contents
3.1, Label/receipt printers
Printer roll dimensions
Advancing the printer roll
Changing the printer roll
Rewinding the backing paper (labels)
3.2, Printer paper routes
Labels or continuous adhesive paper
Continuous tally roll
Rewinding the backing paper
Clean regularly

XM Operator Instructions
3.1 Label/receipt printers 16

3.1 Label/receipt printers


This is a label/receipt printer which 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 is provided that clips over the small spindle for use with
large core paper and label rolls.
Important: Make sure that the correct size of spindle is fitted before
loading the paper or label roll. Check that the arrow on the spindle points
towards the machine.

CAUTION: Should labels become stuck in the printer, under no


circumstances 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
centre.

Printer roll dimensions


These dimensions are approximate and for guidance only. Refer to the
3
appropriate Thermal Label/Receipt Material Specifications for further
information.

Labels/receipt printer Max paper width 72mm


Max print width 70mm
Max print length 300mm
Max roll dia. 120mm
Cleaning Daily, using specified kit

Changing the printer roll


1. Pull the red handle until it clicks and then pull out the cassette to Note: For details of
remove it from the machine. paper routes and
rewinding the backing
2. Remove the old label roll core.
paper see 3.2, Printer
paper routes, page 18.

XM Operator Instructions
3.1 Label/receipt printers 17
3. Check that the new label roll is of the right type and size and
insert the roll into the cassette.
4. Feed the paper over the rewind spindle under the paper guide
bar then over the paper guide.
5. Adjust the paper width guide to fit the width of the labels and the
label roll guide to retain the roll on the hub.
6. Replace the cassette ensuring that it is correctly located. Push in
the red handle.

Rewinding the backing paper (labels)


O Before inserting the new roll, remove labels from the backing
paper for about 400mm.
O Route the paper according to the instructions on the yellow label
fixed to the cassette.

XM Operator Instructions
3.2 Printer paper routes 18

3.2 Printer paper routes


Labels or continuous adhesive paper
with backing rewound

Continuous tally roll

Rewinding the backing paper 3


1 2 3

4 5

2 or 3 times

Clean regularly
Clean the printer regularly using the appropriate kit available from your
Avery Berkel supplier see 11.2, Cleaning the print head.

XM Operator Instructions
Getting Started
4
This chapter shows the connections to the machine, the keyboard
layout and what you can expect to see on the display
You can find comprehensive instructions for using your machine in
these Operator Instructions.The instruction book includes all the
functions available across the complete range of XM series machines.
This means that some of the functions described may not be available
at your machine. You should ignore those sections which do not apply.

Contents
4.1, Getting started
Connections
Vendor display
Touchscreen keys
Fixed function keys
Programmable (dedicated) keys
Touch screen
Product keyboard
Menu function bar
4.2, User functions
Idle time adverts and videos
Web browser
Logging On/Off
Security levels
Printing labels and receipts

XM Operator Instructions
4.1 Getting started 20
4.1 Getting started
Connections

Ethernet

WIFI
connector

USB data
A device

Figure 4.1 External connections

Vendor display

Figure 4.2 PLU selection screen


The display area acts as a touch keyboard. The information displayed
and the action resulting from touching the appropriate area will change
depending on the context of the machine functionality at the time.
The machine is available for use when
O the weight display shows zero
O the zero indicator is displayed

XM Operator Instructions
4.1 Getting started 21

Touchscreen keys
Touchscreens can be programmed as:
O Best-seller
O Quickbuild
O Dynamic
Best-seller
The products are placed on the keyboard according to the number of
times a product is traded. The keyboards can be set up to update
automatically at a pre-defined interval.
Quickbuild
This is a freely configureable keyboard available to the user.
Dynamic
These menu systems are populated by a back office system. Menus
are built according to the groups defined in the back office system.
Best-seller can then be used to arrange the PLUs within a group.

Fixed function keys


Resets the weight display to zero

Subtracts the weight of the container when weighing goods

Retains a tare, if in operation, until it is cancelled. 4


If configured, retains the PLU until it is cancelled.
Sets the machine to pre-pack if the machine configuration allows it.

When entering data, clears messages or characters from the data field.

Confirms data entry.

Function Menu key


Press this key to display the function menu on screen.

XM Operator Instructions
4.1 Getting started 22

Programmable (dedicated) keys


Twenty programmable keys are available below the touchscreen area.
A customised keyboard overlay sheet can be created and inserted over
these keys to provide legends or images to indicate the functions
assigned to the keys.

Touch screen
Only use your finger or a touch screen stylus to select a key on the
touch screen.

Touch keys
Keys for basic machine operation.
Select product by PLU number
Enter PLU number in data field.

Search for Product


Selects the product search screen

Search for product by PLU number


Hides the character keypad when entering PLU numbers.

Search for product by description


Displays the character keypad when searching for a product by
4
description.
Hide/show keyboard
Displays or hides the alpha character keyboard enabling text entry
when searching for a PLU by description.
Print key
In label mode, prints a label.
In receipt mode, when the subtotal is displayed, prints a receipt.

Accept key

Cancel/exit key

XM Operator Instructions
4.1 Getting started 23

Data entry marker


Indicates the field expecting the data entry
Weight and price fields
If a weight or price field is shaded grey, you can touch the field to select
it and the data entry marker will be displayed in the field and the field
colour changes to green.

Product keyboard

Menu Bar
displayed

Figure 4.3 Example PLU selection touch keyboard

The display area acts as a touch keyboard. The information displayed,


and the action resulting from touching the appropriate area, will depend
on the context of the machine functionality at the time and the function
assigned to the key.
Initial keyboard
This is the touch keyboard selected as the keyboard initially displayed
for a particular display screen.

XM Operator Instructions
4.1 Getting started 24

Programmable (dedicated) keys


Twenty programmable keys are available below the touchscreen area.
A customised keyboard overlay sheet can be created and inserted over
these keys to provide legends or images to indicate the functions
assigned to the keys.

Menu function bar


Function menu key
Press this key to display the function menu on screen.
The touch buttons in this area provide access to a range of functions.
The buttons you will see will depend upon the current screen displayed
and the way in which your machine has been configured.

XM Operator Instructions
4.2 User functions 25

4.2 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 setup on your scale.

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.
A playlist can be defined from the media held in the scale that will cycle
back to the start when the end is reached.

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 4.4 Browser header bar
4
1. Back button
2. Forward button
3. Home
4. Refresh
5. Edit
6. Progress indicator
7. Exit

Logging On/Off
If your machine is operating in receipt mode and is configured for
operator log on, you will only be able to enter transactions at a machine
if you are logged on at that machine.
You may need to:
O log on at the start of your shift

XM Operator Instructions
4.2 User functions 26
O log off at the end of your shift
O log off or on at the start or end of your break.
Operator PIN
You may have ben assigned a PIN. Your PIN must be entered when
logging on or off.

Figure 4.5 Operator logon screen

Changing your PIN 4


If your machine has a PIN key you may change your own PIN.

Security levels
Security levels are assigned to
O the functions on your machine.
O each operator
The security level (role) assigned to an operator determines access to
machine functions.
O You will only have access to functions that are allowed for the
role assigned to you.
O Only those operators with a role allowing access to a function
are listed for selection for that function.

XM Operator Instructions
4.2 User functions 27

Printing labels and receipts


If you have a scale that prints labels or receipts you can select which
you want to print.
Before selecting label or receipt mode check that:
O the correct label or receipt roll is loaded Note: For instructions on
changing the printer roll
O a FIX is not active (Fix is not displayed below the weight field on
see Changing the printer
the display).
roll on page 16.
Selecting receipt mode
(scale currently set to print labels)

1. Touch or the sales mode field on the home screen.

Menu Bar
displayed

Scale operating
mode

XM Operator Instructions
4.2 User functions 28
2.

Touch
3. If you require PoS functions

Touch

4. Touch .
4
Selecting label mode
When selecting label printing you may need to select the type of label
and the print mode.

1. Touch or the sales mode field on the home screen.

XM Operator Instructions
4.2 User functions 29
2.

Touch Touch to save your changes

3. Select continuous or separate labels.

Touch

4
Touch

Touch to save your changes

XM Operator Instructions
4.2 User functions 30
4. Select print mode

Touch

5. Select the way in which you want to print labels.

Touch to save your choice 4


Important: Only select Prepack if you are going to use the scale for
prepacking goods.
Duplicate labels
If this function is enabled, a second label is printed that is an exact copy
of the first label.
Duplicate labels are useful in an environment where the goods are
prepared away from the counter. One copy is sent to the preparation
area and the other retained by the operator.
A typical use is in restaurant type situations where one copy goes to the
kitchen.

XM Operator Instructions
Basic Programming
5
This chapter tells you how to set up some basic information for using
the machine.
The minimum product information required for you to be able to use
your machine 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 machine in
receipt mode you will also need to set up at least one operator.

Contents
5.1, Using Manager mode
Manager mode layout
5.2, Creating and editing a PLU
Editing a PLU
Creating a PLU
5.3, Data tables
Operator Editor
Setting up operators
Tare editor
Tax editor
Discount editor

XM Operator Instructions
5.1 Using Manager mode 32

5.1 Using Manager mode


Manager mode layout

To enter manager mode


Press the menu bar key 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. Only operators with a manager role assigned to them will
be displayed.

XM Operator Instructions
5.2 Creating and editing a PLU 33

5.2 Creating and editing a PLU


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
4. Select PLU Editor
level equal to or greater
The produce table is displayed. than the function security
5. Select the product you want to edit from the list displayed in the are listed for selection
produce table.
6. Touch to confirm the selection. Note: You can search
for the PLU you want
using the using the scroll
buttons or by entering
Change department
font size text or numerical
characters.

scroll scroll
buttons
5
buttons

Select text or numeric seach

Figure 5.1 Produce list

XM Operator Instructions
5.2 Creating and editing a PLU 34
7. Use the scroll buttons to highlight the field you require, for
example, Price.

8. Touch and use the numeric keypad to enter the new


price.

9. Touch to confirm the entry.


10.If you do not want to edit the next field displayed, touch

11.Touch to save your changes..

XM Operator Instructions
5.2 Creating and editing a PLU 35

Creating a PLU
1. Follow steps 1 to 4 as in Editing a PLU

2. Enter the number for the new PLU and and touch .

3. Touch to be able to enter the description and when Note: The PLU editor
automatically highlights
you have finished touch to confirm the entry. the next field in the PLU
editor when you confirm
your changes.

XM Operator Instructions
5.2 Creating and editing a PLU 36
4. Use the numeric keys to enter the unit price.

5. If you do not want to edit the next field displayed, touch

5
6. Touch to save your changes.

XM Operator Instructions
5.3 Data tables 37

5.3 Data tables


You will need to be in Manager Mode to add or to change data in the
tables.

The steps for setting up an operator are described here. 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 it.

Operator Editor
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
5
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 which 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 which the operator can use. Access to functions not assigned
to the role is not allowed.

XM Operator Instructions
5.3 Data tables 38

Setting up operators
To set up a new operator
1. Select operator editor from the choices displayed.

2. Touch to add a new operator.

5
3. Select the Operator ID field and edit the operator ID. Touch Note: If you do not
change the default ID
to confirm the change. from 1, the next time you
add a new operator it will
overwrite the existing
record for ID 1.

XM Operator Instructions
5.3 Data tables 39

4. Enter the operator name and touch .

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

XM Operator Instructions
5.3 Data tables 40

7. Touch to save your changes.

When you have finished creating or editing operators touch


to return to the Manager Mode screen.

Tare editor
When goods are to be weighed in containers, you can set up tare
values (container weights) which are stored against a reference
number.
Each tare is assigned to a dedicated touch button. Depending on how
your machine 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.

Tax editor
If PLUs are configured with a tax rate you can print the tax value and
individual tax rates on the receipt.You can program each PLU with one
or two tax references. There are 10 tax references available and each
one can be assigned a different tax rate.
Use tax reference 0 for products which are non taxable. 5
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 machine has been configured for one of three tax printing options:
O printing the total tax value on receipts Note: See Tax printing
on receipts on page 60.
O printing the individual tax rate values on the receipt
O no tax printing.

XM Operator Instructions
5.3 Data tables 41

Discount editor
For information on applying discounts see section 7.5, Discounts on
page 67.
There are two types of discount rate:
O percentage
O value
For percentage discounts you can enter a rate from 0% to 100%.
For value discounts you can enter a value from 0 to a maximum equal
to the total transaction or receipt value.
If the value or percentage is set to 0, the discount is variable and the
operator enters the value or percentage in Sales Mode.

XM Operator Instructions
Serving Customers
6
This chapter tells you how to use the scale functions you may need
when serving customers in the store.
Machines may be used for weighing or non-weighing applications for
O counter operations
O rear of store operations.
Vendors may be logged on to more than one machine and ‘float’
between machines to serve customers anywhere in the store.

Contents
6.1, Using PLUs
Selecting the PLU
Using departments
Promotional PLUs
Discounting prices
Temporary price change
Overriding prices
6.2, Using a tare
Free tare (semi automatic)
Cumulative tare
Keyboard entered tare
6.3, Using the FIX key
Weighed goods
Nonweighed items
6.4, Returning products

XM Operator Instructions
6.1 Using PLUs 43

6.1 Using PLUs


Most of the goods and items you sell will have a unique PLU (Product
Look Up) number associated with them. PLUs provide a fast way to
recall product data for regular product lines.The most frequently used
PLUs may have their own commodity key.

Selecting the PLU


There are four ways to select the PLU you want.
O Select the product from the touchscreen
O Use the fixed numeric keys to enter the PLU number

O Use the PLU search function

O Scan the product barcode


Searching by department
When you use the PLU search function to find a PLU, the products are
listed by department. Use the left and right green arrows to find and
display the department you want.
Department search

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.

XM Operator Instructions
6.1 Using PLUs 44

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. To print more than one label, enter the number of labels in the
label field.

4. Touch .

Using departments
A department is a group of machines within the store which reflects the
way in which the store operates, for example, produce, bakery, fresh
meats, fish.
O A department can be assigned to a machine and it becomes the
default department for that machine.
O A dedicated department key is a programmable key or touch
button which has been assigned to a specific department
O Your machine may have dedicated department keys or a
general department key or both.
Allocating products (PLUs) to the appropriate department:
O

O
reduces the complexity of maintaining the PLU file
helps to reduce errors when selecting a PLU.
6
Promotional PLUs
X promos
PLU records can be configured to allow the scale to display cross
promotional information. This can be text information, pictures or flash
graphics.

Discounting prices
You can discount a PLU with a pre-programmed fixed discount or with
a variable discount.
Fixed and variable discounts may be a percentage of the transaction
total or a value.
Variable discount
A variable discount is one which does not have a pre-programmed
value. The operator enters the discount value or percentage.

XM Operator Instructions
6.1 Using PLUs 45

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, the list of authorised operators will be
displayed.

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 programm 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.

Temporary price change


You can temporarily change the unit or item price for a product providing
your security level is adequate.
O Overriding the price changes it just for that transaction and the
the price reverts to the programmed price when the transaction
is completed. 6
O If your machine 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.

XM Operator Instructions
6.1 Using PLUs 46

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 enter the PIN.
3. Use the numeric keys to enter the new price in the unit/item price
field.
4. Complete the transaction in the normal way.
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.

XM Operator Instructions
6.1 Using PLUs 47
3. Use the numeric keys to enter the price in the New Price field.

4. Touch .
5. Complete the transaction in the normal way.

XM Operator Instructions
6.2 Using a tare 48

6.2 Using a tare


The types of tare available for you to use depend on local trading
regulations and how your machine has been configured.
Free (semi-automatic), cumulative and keyboard entered tares cancel
when the load is removed from the weigh plate.

Free tare (semi automatic)


When you remove the filled container the scale automatically returns to
zero and the tare is cleared.
1. Place the container on the scale. Note: When you remove
the empty container from
the scale the tare weight
2. Touch
shows as a negative
value in the weight
3. The tare field showing the container weight is displayed. display.

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 scale. 6


Cumulative tare
You can use this type of tare:
O if you need to add another product to the same container
O if you need to add an exact amount of the same product.
Each time you press the tare key the weight display returns to zero so
you do not have to calculate the weight you need. The display shows
the quantity of the product you are adding each time.
1. Place the container on the scale.

2. Touch

3. Select the PLU.


4. Add required amount of product to the container.

5. Touch

XM Operator Instructions
6.2 Using a tare 49
6. Add more of product to the container.
7. Repeat until the required quantity is reached.

8. Press to print the label.

Keyboard entered tare


If you are using a container with a known weight you can use the Note: The weight display
numeric keys to enter the weight must be at zero.

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.

Using preset tare keys


A dedicated tare key or button selects a previously programmed tare
weight value.
If your machine has dedicated tare keys you can use these to select the
6
appropriate tare for the container you are using instead of using the
numeric keys to enter the container weight.
1. Select the tare for the container to be used.
2. Select the appropriate container.
3. Place the filled container on the scale.
4. Select the PLU.

5. Press to print the label.

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

XM Operator Instructions
6.2 Using a tare 50

Enabled
The manually selected tare can be overridden by a PLU with a stored Note: This only applies
tare. The stored tare overrides the manually selected tare. to manually selected
tares. If a PLU with a
Enab. & Fix Tare stored tare is displayed
A manually selected tare cannot be overridden by a stored tare. You and another PLU with a
will see the message Tare Operating and the new tare will be stored tare is selected,
cancelled. the interlock does not
operate.

XM Operator Instructions
6.3 Using the FIX key 51

6.3 Using the FIX key


Use the FIX function:
O to retain a tare until it is cancelled Note: If your machine is
configured only to retain
O to retain a PLU until it is cancelled
the tare, the PLU will not
O for pre-pack operations at the scale if the scale has been be retained.
configured to allow this.

Weighed 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
Nonweighed items
1. Select the PLU.

2. Touch .

3. If there is more than one item, use the fixed numeric keys to

enter the number of items in the Items field .

4. Touch

5. Repeat steps 3 and 4 until you have printed all the labels you
need.

6. Touch and cancel the PLU when you have finished.

XM Operator Instructions
6.4 Returning products 52

6.4 Returning products


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.
Important: A security level may be 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.
Returning goods

1. Touch .

2. Select the PLU.


Scale operating in receipt mode
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
6. Enter the pack value in the To Pay field.
7. Assign the transaction to the operator.
8. Remove the goods from the scale.

9. Touch to return to normal operating mode when you


have finished returning goods.
Scale operating in label mode
Non weighed items
1. Enter the value of the item to be returned
2. Enter the number of items (if more than one).
Weighed goods
3. Place the goods on the scale
4. Enter the pack value in the To Pay field.
5. Remove the goods from the scale.

XM Operator Instructions
6.4 Returning products 53

6. Touch to print the label

7. Touch to return to normal operating mode when you


have finished returning goods.

XM Operator Instructions
Receipt Operations
7
This chapter tells you how to use the functions that are specific to
receipt machines or machines operating in receipt mode. It includes
functions you are likely to need when taking payments from customers
for purchases.
In receipt mode transactions are assigned to an individual operator and
totalised. Operators may ‘float’ across networked scales adding
transactions at any of the machines.

Contents
7.1, Barcode scanning
7.2, Transactions and subtotals
Displaying the operator subtotal
Displaying the customer’s change
7.3, Paying for goods
Printing a sales receipt
Tax printing on receipts
Using payment (ECR) keys
7.4, Customer accounts
Charging to account
Payments received on account
7.5, Discounts
Sales discount
7.6, Banking (cash drawer) operations
Refunds

XM Operator Instructions
7.1 Barcode scanning 55

7.1 Barcode scanning


Use the barcode scanner at the machine to read barcodes:
O on products
O on labels
O on counter receipts
O on vouchers.
When the scanner successfully reads the barcode it bleeps.
Scanning barcodes means that
O you do not have to enter product numbers or select a PLU.
O at a Point of Sale (PoS) machine 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 vouchers to automatically deduct the voucher
value.

Changing the number of items


1. Select PLU.

2. Use the fixed keys to enter the number of items then touch Print.

XM Operator Instructions
7.2 Transactions and subtotals 56

7.2 Transactions and subtotals


You can only enter transactions at a machine if you are logged on to
that machine.
If you attempt to enter a transaction when you are logged off you will
see the message Please Log On.

Customer purchases
Select the product using any of the methods listed in Selecting the PLU
on page 43, section 6.1.
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.

3. For non-weighed items, select the PLU.


4. If there is more than one item, touch the ‘Items’ field on the 7
display then use the fixed numeric keys to enter the number of
items in the Items field.

5. Touch the operator name to assign the transaction to that


operator.

XM Operator Instructions
7.2 Transactions and subtotals 57

Displaying the operator subtotal


6. When all the products required by the customer have been
assigned, touch ‘Operator Total’ to display the operator list.

7. Select the operator name to display the operator subtotal screen.

XM Operator Instructions
7.2 Transactions and subtotals 58

Voiding a transaction
Important: You may cancel (void) an individual, unwanted transaction or
all the transactions before printing the customer receipt.

You cannot use void in label mode.


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.

Figure 7.1 Third transaction voided

XM Operator Instructions
7.3 Paying for goods 59

7.3 Paying for goods


Printing a sales receipt
To print a sales receipt your machine:
O must have PoS (Point of Sale) mode enabled.
O must have payment (ECR) keys assigned.
O must 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.

Printing a counter receipt


Machines operating in receipt mode but not in PoS mode will print
counter receipts. You do not need payment keys to print this type of
receipt.
Note: ‘Transactions’
printed at the bottom of
03-07-2003 12:09 the receipt may refer to
the number of items sold
Served by Sandra or to the number of
transactions depending
CHERRIES on how your machine
kg £/kg £ has been configured.

7
0.250 1.60 0.40

COFFEE
kg £/kg £
1 @ 2.50 2.50

APPLES
kg £/kg £
0.550 0.90 0.49

Total £3.39
Cash £3.39
Change £0.00
Ref Rate Value Tax
0 0.00% 3.39 0.00
Transactions 3

THANK YOU FOR SHOPPING AT


AZ SUPERMARKETS
05#10041230

Figure 7.2 Typical sales receipt (tax total printing configured)

XM Operator Instructions
7.3 Paying for goods 60

Tax printing on receipts


The tax print key enables you to print individual tax rates and values on
a receipt even if your machine has not been configured to do so. The
tax is printed only on the next receipt.
Each PLU can be programmed with one or two tax references. The tax
change key enables you to select tax rate 2.
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 gross sales.

Figure 7.3 Receipt showing tax details

XM Operator Instructions
7.3 Paying for goods 61

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 value only
O enforced value (typing in the amount tendered)
O open cash drawer
O security level.
Important: A security level may be assigned to a payment key, or to the
maximum value that may be accepted for payment. 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.
Payment for purchases
1. Touch ‘Pay’ to display the payment screen.The permitted types of Note: The payment
payment are shown in the right hand blue area of the screen. options you see may
vary depending on how
your machine has been
configured.

XM Operator Instructions
7.3 Paying for goods 62
2. Use the fixed numeric keys to enter the amount tendered 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 when the total amount tendered


7
equals or exceeds the amount to pay.
Displaying the customer’s change
The scale displays the change required by a customer if your machine
is in receipt mode or you are performing ADD label transactions. 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 6.1, page 30.

XM Operator Instructions
7.4 Customer accounts 63

7.4 Customer accounts


Customers may charge the cost of purchases to an account.
Your machine will have been set up to allow you to charge goods or
make payments to accounts that have previously been programmed in
the machine.

Setting up an account
When you create a customer account you must enter:
O an account reference ID
O the account name
O 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 on the account summary slip. The account ID is printed on the
receipt when goods are charged to the account.
You can create customer accounts in the Ledger Editor in Manager
Mode.

XM Operator Instructions
7.4 Customer accounts 64
1. Select Ledger Editor

2. Touch .

3. Touch and enter the ID number for the account. .

XM Operator Instructions
7.4 Customer accounts 65

Charging to account
Customers may pay all or part of the cost of purchases by charging the
cost to their account.
The machine prints the receipt followed by an account summary slip
which is signed by the customer and then placed in the cash drawer.
Account keys operate in a similar way to cash keys except that you will
always be asked for an account reference.
You can only use account payment in PoS mode.

Account Summary
29-06-10 10:05
Served by: Alan

Account 10029 £50.00


John Smith

Customer Signature

7
xm-machine#017

Payments received on account


Customers must make payments to their account as a separate
transaction. Accounts payments and purchase transactions may not be
mixed on the same receipt.
Customers may pay using any one, or a combination of, payment
methods except charging to account.
A customer can over tender and receive change, for example the
customer owes £20 on account and wished to pay £5. They can tender
a £10 note and get £5 change.
When the transaction is completed the machine prints a receipt and a
Received On Account slip. You should:
O give the receipt to the customer

XM Operator Instructions
7.4 Customer accounts 66
O place the Received On Account slip in the cash drawer.

Received On Account
29-06-10 10:05
Served by: Alan

Received On Account
Account 10029 John Smith
Total £150.00

xm-machine#017

XM Operator Instructions
7.5 Discounts 67

7.5 Discounts
Sales discount
You can discount a receipt or an individual transaction with a pre-
programmed fixed discount or with a variable discount.
Fixed and variable discounts may be a percentage of the transaction or
receipt total or a value.
Important: To discount a transaction you must apply the discount before
assigning the transaction.
Variable discount
A variable discount is one which 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 operators will be displayed.
Cancelling a discount
If you apply a discount in error, you must void the discount to cancel it.
For instructions on using the void function see page 58.

XM Operator Instructions
7.6 Banking (cash drawer) operations 68

7.6 Banking (cash drawer) operations


If your machine is operating in PoS mode, there are ECR operations
you can select which 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

7
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
authorised operators will be displayed.

XM Operator Instructions
7.6 Banking (cash drawer) operations 69
Touch the appropriate operator button and enter the PIN.
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.

************** No Sale *************


Served by: Alan 29-06-10 10:05
7
xm-machine#16

*********** Report Complete ********

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.
2. Touch the appropriate operator button.
3. A float slip is printed.

XM Operator Instructions
7.6 Banking (cash drawer) operations 70
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 29-06-10 10:05

Value £50.00
7
xm-machine#17
*********** Report Complete ********

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.
2. Use the touch screen keyboard to enter the appropriate reason

code and touch .

XM Operator Instructions
7.6 Banking (cash drawer) operations 71
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.

XM Operator Instructions
7.6 Banking (cash drawer) operations 72

************** Paid Out *************


Served by: Alan 29-06-10 10:05

1234abc
Value £10.00
Signature
......................................................................
.
xm-machine#22
*********** Report Complete ********

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.
If there are insufficient funds in the cash drawer you will see the
message Drawer Cash Low, Continue?. If you choose to continue
then 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 value is then displayed in the field
7
at the bottom left corner of the screen.

Pick Up
amount

If there is sufficient money in the cash drawer, a pick up slip is


printed.

XM Operator Instructions
7.6 Banking (cash drawer) operations 73

************** Pick Up *************

Served by: Alan 29-06-10 10:05

Value £100.00
xm-machine#227
*********** Report Complete ********

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
then a pick up slip will be printed.

XM Operator Instructions
7.6 Banking (cash drawer) operations 74

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 machine 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
The machine will calculate the total value to be refunded.
Where the refund is part of a sales transaction and 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 machine 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
7
Transactions 1

Customer...................................................

...................................................................

Figure 7.5 Example refund slip

XM Operator Instructions
Reporting Functions
8
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
8.1, Overview
Report printing
Missing fields
8.2, Totals reports
Report numbering
Operator Totals report
Operator Sales report
Items report
Machine report
Security report

XM Manager Guide
8.1 Overview 76

8.1 Overview

Figure 8.1 Example screen showing list of available reports

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
8
report is updated.
If the report printing fails for any reason or you abort the report
printing, the totals will be unchanged.

Missing fields
If there is no data for a particular field then that field on the report will be
blank or a value of zero will be printed.
O the value of the product produced
O the value of the product sold (ECR).
O the value of the customer returns.
O the value of stock write off.

XM Manager Guide
8.2 Totals reports 77
8.2 Totals reports
You can print the following reports:
O Grand Totals
O Operator Totals
O Operator Sales
O Machine Totals
O Items Totals

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.

Report fields
* indicates the reports that include this field
Field name Description

Machine

Operator Totals

Operator Sales
Grand

Items
Sales Amount Value of all transactions in PoS
mode
* * * * * 8
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 transactions * * * *
(Sales + Counter + Pre-pack)
Customers Total number of receipts + Total * * *
ADD labels
Training Amount Value of all transactions in training * *
mode
Override Amount Value of override transactions * * *
Override Count Total number of overrides * * *
Void Amount Value of void transactions * * *
Void Count Total number of voids * * *

XM Manager Guide
8.2 Totals reports 78

Field name Description

Machine

Operator Totals

Operator Sales
Grand

Items
Return Amount Value of return transactions * * *
Return Trans Total number of returns * * *
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 Count Total number of Paid Outs * *
Local Cash Amount Value of local cash payments * * *
Payment Amount Value of each payment type (not * * *
local cash)
Received on Value of payments received on * * *
Account account
Drawer value Total amount in drawer (sales +
floats) - (pick ups + paid outs)
* *
8
Operator Totals report
The report includes all transactions assigned to the operator and prints:
O Operator ID
O Operator name
O Total sales amount (PoS mode)
O Total counter amount (non-PoS mode)
O Transaction count
O Number of customers
O Void count and amount
O Exceptional Data (returns, refunds, paid out, pick up, no sale,
float.
O Drawer value

XM Manager Guide
8.2 Totals reports 79

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.

Operator Sales report


This report includes all the sales for the operator and prints:
O Operator ID
O Operator name
O the value of each type of payment used
O total sales amount
O dat and time of current report and previous report

Select Operator Sales 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. 8
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

XM Manager Guide
8.2 Totals reports 80

Select Items and the 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.

Machine report
The information in this report will depend upon the payment methods
setup for the machine. 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
O Customer refunds

Select the report and touch .

Security 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 8
O the date and time of the last clearing report for each report type.

Select the report and touch .

XM Manager Guide
Pre-pack Operations
9
This chapter tells you how to use pre-pack operations. Pre-pack mode
enables you to print a number of consecutive labels for each selected
product.
The details for the selected product are ‘fixed’ automatically and a label
is printed each time the print key is touched provided there has been a
weight change and the scale returns to a steady weight or zero.
Important: In certain countries it is illegal to use pre-pack mode for direct
trade with the public.

Contents
9.1, Setting the machine to pre-pack
Pre-pack PLU lock
9.2, Pre-pack tares
Preset tare keys
9.3, Using PLUs
Weighed goods
Nonweighed items

XM Operator Instructions
9.1 Setting the machine to pre-pack 82

9.1 Setting the machine 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 machine has been configured to allow direct entry to Pre-pack

mode, you can press the FIX key.

PLUs and tares are retained in pre-pack mode until cancelled.

1. Touch on the menu bar.

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
9
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 machine you will be able to select a
different PLU from the one displayed by pressing a dedicated PLU key
or by entering the PLU number. This will override the currently
displayed PLU.

XM Operator Instructions
9.2 Pre-pack tares 83

9.2 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 using the same PLU without
having to select the PLU and set up the tare each time.
There are three types of tare available when pre-packing
O stored tare
O free tare
O keyboard entered tare
Tare values (container weights) are stored against a reference number
which can be programmed in the PLU.
Free and keyboard entered tares are described in 6.2, Using a tare,
page 48.

Preset tare keys


If your machine has dedicated tare keys, you can use these to select
the appropriate tare for the container being used.See 6.2, Using a tare,
page 49.

XM Operator Instructions
9.3 Using PLUs 84

9.3 Using PLUs


Weighed goods
A label is printed each time the weight changes and then returns to a
steady weight.
1. Check the scale is configured for pre-pack.
2. Place the goods on the scale.
3. Select the PLU.
4. The label is printed automatically.
5. Remove the goods from the scale.
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.
If weight override is used:
O the receipt is printed with the message ‘Manual Weight’
indicating the weight override transaction.
O on labels, an ‘H’ is printed to the left of the weight to indicate a
weight override.

Nonweighed items
Multiple labels (label streaming)
You can set up a label run for up to 999 labels when you wish to print
several labels for the same nonweighed item.
9
As the machine prints each label the number of labels displayed
decreases by one.
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. Touch the Label(s) field to display the data entry icon .


4. Use the fixed numeric keys to enter the number of labels
required.

5. Touch

XM Operator Instructions
Product traceability
10
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.

Contents
10.1, Traceability schemes
Attributes
10.2, Using traceability
Data entry
Automatic creation of records
Selecting the PLU
Counter service operation
Printing a duplicate passport

XM Operator Instructions
10.1 Traceability schemes 86

10.1Traceability schemes
Product traceability provides an audit trail for a product back through
the stages in its production to its original source.
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, then the product must be
associated with that scheme.

Attributes
The information held by the scheme is stored as a set of attributes.
Settings within each attribute define whether the attribute is:
O a ‘key’ attribute(e.g. Lot number and GTIN)
O mandatory (data required in order to use this lot with the
associated PLU)
Example:The following information is mandatory when labelling
beef products in EU countries.
O lot number (more than one animal) 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
10
processed.

Input barcode
The data for each attribute is contained in the input barcode. The
barcode scanner detects the type of barcode and this information is
then processed by the scale to enable it to decode the barcode. Each
discrete item of data in the barcode is an attribute.

Lots
A lot represents the ‘batch’ or ‘carcass’ or whatever you name the item
you want to trace.
O The lot contains all the attributes from the barcode.
O A lot can be sent to other scales.
The trace scheme uses the information from the lot to process
products associated with the scheme.

XM Operator Instructions
10.2 Using traceability 87

10.2Using traceability
You can print traceability details on labels for all products associated
with a carcass or batch.
Important: In order to sell a product the PLU must be associated with a
lot number.

Data entry
Scan the full traceability or batch details or enter them from the sales
keyboard once and the data is stored against a `batch' reference.
Each time you select a product you only need to enter or scan the
`batch' number

Automatic creation of records


When a PLU with traceability enabled is selected, you may be
prompted for the lot number. If the scheme has been configured to
display the last used lot number for the PLU or for the scheme you can:
O accept this number or
if the scheme has been configured not to display the’ last used’ lot
O select an alternative lot number.

Last used Lot number

10

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.

XM Operator Instructions
10.2 Using traceability 88

Selecting the PLU


1. Place the goods on the scale.
2. Select the PLU.
3. Accept the lot displayed or select an alternative lot from the list.

4. Touch .

5. Remove the goods from the scale.

Counter service operation


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 machine will print it on the label or 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 print a counter service tray label for each tray of product on sale.

10

XM Operator Instructions
10.3 Traceability passport 89

10.3Traceability passport
IA 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.

Printing a duplicate passport


1. Set up a traceability passport button for each carcass currently in Note: You must use a
use. suitable label format
2. Use these buttons to create a sheet of duplicate passports.
3. The operator scans the appropriate one for the transaction to
print the required receipt or label.

10

XM Operator Instructions
Looking After Your Scale
11
This chapter tells you how to look after your machine to ensure that you
get the maximum life and quality of service from it.

Contents
11.1, Cleaning the machine
Cleaning the touchscreen
11.2, Cleaning the print head
Cleaning the print head

XM Operator Instructions
11.1 Cleaning the machine 91

11.1 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 exterior may be wiped down with a clean cloth moistened with
water containing a small amount of washing up liquid.

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 such as
screwdrivers, knives, pens or fingernails which may damage the
screen.

11

XM Operator Instructions
11.2 Cleaning the print head 92

11.2 Cleaning the print head


WARNING:
To avoid the possibility of electric shock or damage to the machine,
always switch off the machine and isolate from the power supply
before performing any routine maintenance.

Cleaning the print head


We recommend that the print head is cleaned daily in order to ensure
maximum life and to maintain the print quality.
The print head should be cleaned using the specified head cleaning kit
available from your Avery Berkel supplier.
Always follow the instructions on the cleaning kit.
1. Remove the cassette.

2. Insert the cleaning card


and close the print head. 11

XM Operator Instructions
11.2 Cleaning the print head 93
3. Pull the cleaning card
through.

4. Open the print head.

5. Replace the cassette.

11

XM Operator Instructions
11.3 Service interval 94

11.3 Service interval


Your machines may have a suitable service interval set. If a service Note: If the machine is
interval has been set, a message will be displayed as you near the left switched on, the
service date. Once the machine has been serviced, the engineer will message will be
reset the service interval. displayed immediately
after midnight provided
that the machine is in
sales mode.

11

XM Operator Instructions
Index 95

A edit PLU 33
Prepack mode 81
Advertising 14
machine setup 82
multiple labels 84
B tares 83
Barcode scanning 55 Print modes 27
label printing 28
duplicate labels 30
C receipt printing 27
Customer accounts 63 Printer
cleaning 18
paper routes 18
D Printing 15
Data tables 37 changing the roll 16
discount editor 41 printer type 16
operator editor 37 Product keyboard 23
tare editor 40 Programmable keys 22
tax editor 40

R
E Receipt transactions 56
External connections 20 cash drawer operations 68
counter receipt 59
customer accounts 63
F charging to account 65
FIX key 51 received on account 65
Fixed function keys 21 setting up accounts 63
customer purchases 56
G discounts 67
payment (ECR) keys 61
Grey scale printing 14
refunds 74
sales receipt 59
I tax printing 60
voiding 58
Installation 12
Reports 75
adjusting the screen angle 13
iems report 79
level compensation (ValuMax) 12
machine report 80
operator sales 79
M operator totals 78
Manager mode 32 printing 76
Menu function bar 21, 24 security 80
totals reports 77
Returns 52
P
PLU create & edit
create PLU 35

XM Operator Instructions
Index 96

S voucher promotions 45
weight override 46
Safety 9
Safety and warning
cleaning the machine 9 V
safe Installation 9
Vendor display 20
scale maintenance 90
cleaning 91
cleaning the printhead 92
service interval 94
Serving customers 42
Store departments 44

T
Tares 48
tare interlock 49
Touchscreen 14
touchscreen keys 21
best-seller 21
dynamic 21
quickbuild 21
Traceability 85
attributes 86
data entry 87
input barcode 86
lot 86
lot prompt 87
passport 89
record creation 87
schemes 86

U
User functions
adverts and videos 25
logging On/Off 25
operator PIN 26
security levels 26
web browser 25
Using 52
Using PLUs 43
price change 46
price override 84
promotions 44
selecting a PLU 43
tares 48

XM Operator Instructions
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-AC *ABR35-000520*

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