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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.
1 Safety Warnings
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
XM Operator Instructions 3
Rewinding the backing paper 18
Clean regularly 18
4 Getting Started
5 Basic Programming
XM Operator Instructions 4
Tax editor 40
Discount editor 41
6 Serving Customers
7 Receipt Operations
XM Operator Instructions 5
Printing a counter receipt 59
Tax printing on receipts 60
Using payment (ECR) keys 61
7.5 Discounts 67
Sales discount 67
8 Reporting Functions
8.1 Overview 76
Report printing 76
Missing fields 76
9 Pre-pack Operations
XM Operator Instructions 6
9.2 Pre-pack tares 83
Preset tare keys 83
10 Product traceability
XM Operator Instructions 7
Safety Warnings
1
XM Operator Instructions
1.1 Safety and warnings 9
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.
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.
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
XM Operator Instructions
2.1 Installation 13
2
1
2
1
2
XM Operator Instructions
2.2 Description 14
2.2 Description
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
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.
XM Operator Instructions
3.2 Printer paper routes 18
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
Vendor display
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.
When entering data, clears messages or characters from the data field.
XM Operator Instructions
4.1 Getting started 22
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.
Accept key
Cancel/exit key
XM Operator Instructions
4.1 Getting started 23
Product keyboard
Menu Bar
displayed
XM Operator Instructions
4.1 Getting started 24
XM Operator Instructions
4.2 User functions 25
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.
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
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.
XM Operator Instructions
4.2 User functions 29
2.
Touch
4
Touch
XM Operator Instructions
4.2 User functions 30
4. Select print mode
Touch
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
XM Operator Instructions
5.2 Creating and editing a PLU 33
scroll scroll
buttons
5
buttons
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.
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
6. Touch to save your changes.
XM Operator Instructions
5.3 Data tables 37
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.
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
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.
XM Operator Instructions
5.3 Data tables 40
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
Weighed goods
Before weighing a product you should ensure that the weight display
3. Touch .
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
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.
XM Operator Instructions
6.1 Using PLUs 46
Overriding prices
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
4. Fill the container with the product either on or away from the
scale.
5. Select the PLU.
2. Touch
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.
1. Touch
2. Use the fixed numeric keys to enter the tare value in the tare field
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
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.
2. Touch .
3. If there is more than one item, use the fixed numeric keys to
4. Touch
5. Repeat steps 3 and 4 until you have printed all the labels you
need.
XM Operator Instructions
6.4 Returning products 52
1. Touch .
XM Operator Instructions
6.4 Returning products 53
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
2. Use the fixed keys to enter the number of items then touch Print.
XM Operator Instructions
7.2 Transactions and subtotals 56
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.
XM Operator Instructions
7.2 Transactions and subtotals 57
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.
XM Operator Instructions
7.3 Paying for goods 59
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
XM Operator Instructions
7.3 Paying for goods 60
XM Operator Instructions
7.3 Paying for goods 61
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.
XM Operator Instructions
7.4 Customer accounts 63
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 .
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
Customer Signature
7
xm-machine#017
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
User Functions
button
7
User Functions
Screen
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.
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
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
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
XM Operator Instructions
7.6 Banking (cash drawer) operations 72
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
XM Operator Instructions
7.6 Banking (cash drawer) operations 73
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.
Total £10.35
7
Transactions 1
Customer...................................................
...................................................................
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
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
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
XM Manager Guide
8.2 Totals reports 80
print all the PLUs. If you want to print a report for an individual PLU,
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
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.
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
3. Select .
XM Operator Instructions
9.2 Pre-pack tares 83
XM Operator Instructions
9.3 Using PLUs 84
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
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
10
XM Operator Instructions
10.2 Using traceability 88
4. Touch .
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.
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
The exterior may be wiped down with a clean cloth moistened with
water containing a small amount of washing up liquid.
11
XM Operator Instructions
11.2 Cleaning the print head 92
XM Operator Instructions
11.2 Cleaning the print head 93
3. Pull the cleaning card
through.
11
XM Operator Instructions
11.3 Service interval 94
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*