Avery Berkel Xtra Series Operator Instructions Manual
Avery Berkel Xtra Series Operator Instructions Manual

Avery Berkel Xtra Series Operator Instructions Manual

Retail system scale
Table of Contents

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Xtra Series Retail System Scales
Operators Instructions
These instructions cover both day-to-day operation of the scale and the setup
and programming process. Use the table of contents button to navigate between
the different sections.
This document is available in both PDF and HTML formats. The PDF version can
be opened, read or printed from any PDF viewer software. The HTML version can
be installed on the scale so you can read it on the display, or on a tablet, phone,
laptop or desktop PC where it can be read using a web browser.
Part Number ABR35-000520 issue AN
©Avery Berkel, 2021 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
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.
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Summary of Contents for Avery Berkel Xtra Series

  • Page 1 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.
  • Page 2: Table Of Contents

    Contents Using Your Machine ....................3 About your Machine ....................... 3 Safety Warnings ......................3 Using the Keyboard & Display ..................4 Cleaning the machine ...................... 7 Levelling the Scale ......................7 Using the Printer ......................8 Product Lookup (PLU) Codes ..................11 Barcode Scanning ......................
  • Page 3 Contents Operator Keyboards ...................... 62 Operating Mode Settings ....................64 Installing a Barcode Scanner ..................66 Scheduler ........................67 Machine Setup ......................69 Comms Setup ........................ 70 Wired Setup ........................71 Wireless Setup ......................72 Network Setup ......................74 Scale Networking ......................75 Touch Screen Calibration ....................
  • Page 4: Using Your Machine

    About your Machine 1. Using Your Machine 1. Using Your Machine About your Machine The scale is intended to be custom programmed to suit the circumstances that you will be using it in and that means that the display on your scale may be different to the examples shown in these instructions.
  • Page 5: Using The Keyboard & Display

    Using the Keyboard & Display 1. Using Your Machine Using the Keyboard & Display Home Screen The Home Screen contain most of the keys you will need for daily use. 1. Home Keyboard - can contain function keys 2. Weight display. such as a Login key, Product keys, or Product group keys.
  • Page 6 Using the Keyboard & Display 1. Using Your Machine Tare key A tare is the weight of a container used to hold the product while it is weighed. The scale’s Tare function subtracts the weight of the container, leaving only the weight of the product displayed.
  • Page 7 Using the Keyboard & Display 1. Using Your Machine More bar Pressing the Morebar button opens the Morebar menu. This programmable menu contains a selection of useful functions. The contents depend on how your scale has been configured but, by default, it includes: •...
  • Page 8: Cleaning The Machine

    Cleaning the machine 1. Using Your Machine 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.
  • Page 9: Using The Printer

    Using the Printer 1. Using Your Machine Using the Printer The printer built in to the scale can be loaded with adhesive backed labels or plain paper for the printing of receipts. The procedure for changing the role is different for each type. Changing a Label Roll Label rolls have a return spindle to hold the backing paper.
  • Page 10 Using the Printer 1. Using Your Machine The following diagram shows the full path of the label: Replace the cassette into the scale and push the red handle to lock the cassette into place. Changing a Receipt Roll Receipt paper does not have backing paper so the return spindle is not used. Remove the print cassette by pulling the red handle until it clicks and then slide the cassette out from the scale.
  • Page 11 Using the Printer 1. Using Your Machine Thread the receipt through the cassette: Replace the cassette into the scale and push the red handle to lock the cassette into place. Receipt Only Printers Receipt-only printers use continuous paper rolls, including liner-less adhesive paper, with a cassette system for “drop-in”...
  • Page 12: Product Lookup (Plu) Codes

    Product Lookup (PLU) Codes 1. Using Your Machine Product Lookup (PLU) Codes All products that have been programmed in to the scale have a unique PLU (Product Look Up) code number associated with them. PLUs serve as a unique identifier for the product and provide a fast way to recall product data.
  • Page 13: Barcode Scanning

    Barcode Scanning 1. Using Your Machine Barcode Scanning You can enter the PLU using a barcode if a barcode scanner is installed and the receipts and labels have barcodes printed on them. Using barcodes means: • You do not have to enter product numbers or select a PLU. •...
  • Page 14: About Sales Modes

    About Sales Modes 1. Using Your Machine About Sales Modes The scale can be quickly switched to operate in a number of different sales modes, depending on the changing role that it has to perform in the store. For instance, a scale used to print labels for counter service can be temporarily switched to Stock mode to adjust stock levels after a delivery and then switched back to continue counter service after this has been completed.
  • Page 15: The Default Sales Modes

    The Default Sales Modes 1. Using Your Machine The Default Sales Modes The nine, factory set, default modes are as follows: Label Mode - used to produce labels for single item transactions, for instance at a deli counter. When non-weighed goods are sold, the scale can print multiple identical labels. Multiple operators enter their PIN for each transaction.
  • Page 16: Configuring The Scale - Manager Mode Or Mxbusiness

    Configuring the Scale - Manager Mode or MXBusiness? 1. Using Your Machine Configuring the Scale - Manager Mode or MXBusiness? Before the scale can be put to use in a store is must be configured to suit the application it is being used in.
  • Page 17: Front Of Store - Serving Customers

    Sales Modes for Customer Service 2. Front of Store - Serving Customers 2. Front of Store - Serving Customers Sales Modes for Customer Service Six of the factory set, default Sales Modes are designed for use when directly serving customers. These are: Label Mode, Receipt Mode, Checkout Mode, Hold Receipt Mode, Self Service Mode and Receipt (Non POS) Mode.
  • Page 18: Operation In Label Mode

    Operation in Label Mode 2. Front of Store - Serving Customers Operation in Label Mode Scales operating in label mode are generally used to produce labels for single item transactions, for instance at a deli counter. When non-weighed goods are sold, the scale can print multiple identical labels.
  • Page 19 Operation in Label Mode 2. Front of Store - Serving Customers Press Select the price and press Edit the price and press Edit the dates by either nudging it up or down using the arrow keys, or pressing the button and selecting the new date from the display. Press Press The label shows an asterisk (*) against any dates that are modified.
  • Page 20: Receipt Mode Operation

    Receipt Mode Operation 2. Front of Store - Serving Customers Receipt Mode Operation Receipt Mode is usually used at the point of sale with an Electronic Cash Register cash drawer (ECR). Multiple operators must enter their PIN for each transaction. When Receipt mode is selected, the Print Mode Setup key shows: Typical Operation For weighed goods, place the goods on the scale and select the PLU (or scan the barcode).
  • Page 21: Receipt (Non Pos) Mode Operation

    Receipt (Non POS) Mode Operation 2. Front of Store - Serving Customers Receipt (Non POS) Mode Operation This mode prints counter receipts only, that is, there is no payment handling. Multiple operators can use the same scale. Each operator must assign transactions to their key and when trying to access a secure function must enter PIN.
  • Page 22 Hold Receipt Mode Operation 2. Front of Store - Serving Customers Typical Operation - Manually at the checkout scale: Press to open the side bar and select User Functions. The User Functions keyboard will open: Press the key. Enter the Customer Number. The details of the transaction will appear on screen. Continue making further transactions until ready to make payment.
  • Page 23: Self Service Mode Operation

    Self Service Mode Operation 2. Front of Store - Serving Customers Self Service Mode Operation Self Service mode allows the customer to operate the scale to produce a label or receipt that can be later scanned at the checkout. It can be used in conjunction with a barcode scanner or Optical Article Recognition equipment.
  • Page 24: Using Self Service Receipt Mode

    Using Self Service Receipt Mode 2. Front of Store - Serving Customers Using Self Service Receipt Mode In Self Service Receipt Mode the scale is configured to allow the customer to add multiple items and produce a receipt. Combined with an EFT terminal and an automated Cashbox, this can be set up to allow the customer to complete the entire transaction, including payment.
  • Page 25: Making Payment

    Making Payment 2. Front of Store - Serving Customers Making Payment When the scale is set to the Receipt or Checkout modes , the various methods of payment are available. These can include cash, card, cheque, Electronic Funds Transfer (EFT), or a voucher that the scale has issued as part of a promotion.
  • Page 26: Voiding Transactions

    Voiding Transactions 2. Front of Store - Serving Customers • to apply discounts to the receipt. If an Electronic Cash Register (ECR) is present, you can do various ECR banking functions. Voiding Transactions This is when you need to remove a transaction from the receipt, for example, if a product is added in error, or the customer changes their mind about purchasing an item.
  • Page 27: Promotions

    Promotions 2. Front of Store - Serving Customers Press Press the item value on the screen and enter a new price or select a predefined discount button. The screen briefly shows the new discount. Continue making further transactions. Note: The discount does not appear on the subtotal screen, but does appear on the receipt against the product.
  • Page 28: Price Override

    Price Override 2. Front of Store - Serving Customers For products that have more than one tax rate For weighed goods, place the goods on the scale and select the PLU. For non-weighed goods, select the PLU, select the number of items. Press , the screen briefly shows the new tax rate.
  • Page 29: Processing Returns

    Processing Returns 2. Front of Store - Serving Customers Press the price per weight or price per item. Note: Discounts override any price changes. That is, you can not change the price and apply a discount. Enter a new price. The receipt shows an aster-ix (*) against the items that have a modified price.
  • Page 30: Ecr Functions

    ECR Functions 2. Front of Store - Serving Customers If PoS mode is enabled, press Press a subtotal line is added to the list of transactions. Press to continue making transactions. When ready, press (counter receipts) or select the payment method (PoS Enabled).
  • Page 31: Queue Management

    Queue Management 2. Front of Store - Serving Customers Queue Management Your scale may have been set up to provide a queue management function. This will display the current customer queue number on the scale's screens, but may also send control commands to other external displays.
  • Page 32: Back Of Store Operations

    Using Add mode 3. Back of Store Operations 3. Back of Store Operations Back of store operations are operations you can do with the scale that do not directly involve a sale to a customer. These can include labelling, re-wrapping and stock management operations.
  • Page 33: Using Stock Mode

    Using Stock Mode 3. Back of Store Operations Using Stock Mode Stock mode is used solely for data entry and capture. Transactions performed do not update sales totals. Transactions are stored in the audit buffer, and can be collected by suitable PC applications.
  • Page 34 Using Stock Mode 3. Back of Store Operations Press Print. Select the appropriate account, and press to confirm and complete the transaction. Use the Sales Mode key to return to the previous mode.
  • Page 35: Using Prepack Mode

    Using Prepack Mode 3. Back of Store Operations Using Prepack Mode The Prepack sales mode provides labels for pre-packaged goods. It can be used for both weighed and non-weighed goods. For instance, you can use it to individually price portions of commodities like cheese, or you could use it to bundle multiple non-weighed items together.
  • Page 36: Consignments

    Consignments 3. Back of Store Operations Consignments The Consignment function allows you to set up a print run for the labels required to fulfil a large order. It makes use of the scale’s Pack Run feature which provides for three levels of packaging.
  • Page 37 Consignments 3. Back of Store Operations Select the consignment from the list of available consignments and press Start. The scale will switch automatically to Pack Run Mode and you can then select the appropriate products to begin packing. The PLU screen will show the details of the consignment, the total number of packs remaining and the remaining amounts to complete each level.
  • Page 38: Cash Counting

    Cash counting 3. Back of Store Operations Cash counting Your scale may have been set up with the Cash Counting feature enabled. This enables the scale to calculate the value of coins by their weight. The value of notes can also be added to the total when cashing up, but they must be counted manually.
  • Page 39: Using Manager Mode

    4. Using Manager Mode 4. Using Manager Mode Manager Mode provides access to the commands needed to configure and set up the scale. The following sections of this manual are dedicated to explaining those commands. To access Manager Mode: XM Scale: Press XT Scales: Press Press A list of operators is displayed.
  • Page 40: To Access Manager Mode From Self-Service Mode

    To access Manager Mode from self-service Mode: 4. Using Manager Mode To access Manager Mode from self-service Mode: Press Help. Press the top left corner of the help screen. A list of operators is displayed. Select the Operator. For example: Enter the PIN Number (The default is 4296).
  • Page 41: Finding Your Way Around In Manager Mode

    Finding Your Way Around in Manager Mode 4. Using Manager Mode Finding Your Way Around in Manager Mode Each of the menu buttons on the Manager Mode screen will, when pressed, provide access to either additional sub-menus or a settings screen. The following sections of the manual will provide diagrams to help you find your way through the sub menus to the settings you require.
  • Page 42: Change Price

    Change Price 4. Using Manager Mode Change Price The Manager Mode screen contains nine buttons, eight of which provide access to other screens, which then provide access to the settings. The exception is the “Change Price” button, which provides direct access to a screen which will allow you to quickly change the price of a product.
  • Page 43: About Service Mode

    About Service Mode 4. Using Manager Mode About Service Mode Entering Setup Mode from the home screen provides two options, Manager mode and Service Mode. Service Mode provides access to advanced settings and features that are used during maintenance, to set up special functions, and when interfacing the scale to other items of equipment.
  • Page 44: System Setup

    Setting the Date and Time 5. System Setup 5. System Setup Selecting System Setup from the Manager Mode screen opens a screen that provides access to settings are used make network wide changes and have an effect on all scales in the network. Setting the Date and Time The scale has an internal clock that stores the date and time, which is printed on labels and reports.
  • Page 45: Configuration Settings

    If the scale is not used (no weight change and no touch screen event) the scale enters a Power Save Mode Time (mins) power saving mode, and reduces the LCD screen brightness to 50%. The Avery Berkel logo flashes. The default 30 is minutes.
  • Page 46 Configuration Settings 5. System Setup General This sets various machine parameters. Sets whether the Subtotal is displayed after each transaction. Auto Subtotal Display Applies to self-service mode. Sets the length of time in seconds (0-3600 (one hour)) Idle Timeout that the scale is inactive after a customer selects a product, or scans a tare container, before the transaction is cancelled and idle time adverts are displayed.
  • Page 47 Configuration Settings 5. System Setup The receipt heading line can be replaced with a user programmable text. The original column headings must be disabled from Service Mode > Data Maintenance > Network Parameters > Service Configuration > Receipt Symbols Printing = Disabled. A Receipt Transaction Header new heading line should be created in System Data >...
  • Page 48 Configuration Settings 5. System Setup A nominal weight check is performed when all of the following conditions are true. The scale is in pre-pack mode The PLU has a non-zero nominal weight Nominal Weight Check The weight on the pan is above zero. If the above conditions are met and the weight on the pan is less than the nominal weight for the PLU a warning dialogue is displayed.
  • Page 49 Configuration Settings 5. System Setup Print Formats These settings allow you to choose the print format used by various types of printed output. The format chosen determines both the appearance and the data that is printed of the receipt or label. Add label print format Select the print format for add labels.
  • Page 50: Barcodes - Configuring Labels And Receipts

    Barcodes - Configuring Labels and Receipts 5. System Setup Barcode Configuration Add Label (Single Item) Barcode Format Select the barcode format from the list. Receipt Barcode Format Sets whether a barcode is printed on the receipt. Receipt Barcode On These two fields configure the print format for the receipt. The default settings is for SubTotal Receipt Barcode a fully itemised receipt with no barcode.
  • Page 51 Barcodes - Configuring Labels and Receipts 5. System Setup Barcode Formats The following table lists all the available barcode formats: Description Barcode Type Format Label 4 Art, 5 0: Ean13 '02%%+.PLU_EAN!X2,4!T4!AR,4,0%%%%+.TRNLN_TP!T5!AR,5,0!FB!PV%%' Price, Verifier 02 Prefix , 4 digit article number, Price verifier, 5 digit price, checksum Label 4 Art, 5 0: Ean13 '03%%+.PLU_EAN!X2,4!T4!AR,4,0%%0%%+.TRNLN_TP!T5!AR,5,0!FB%%'...
  • Page 52 Barcodes - Configuring Labels and Receipts 5. System Setup Voucher 0: Ean13 '99%%+.PLU_EAN!X2,5!T5!AR,5,0%%0%%+.TRNLN_TP!T5!AR,5,0!FB%%', 99 prefix, 5 digit article number, 5 digit price, checksum Dry Goods 3: Ean8 '[10]%%+PLU[].GTIN%%[17]%%+!NOW!D"%y%m%d"%%[3103]%%+.TRNLN _TQ!T5!AR,5,0!FB%%' EAN128 with GTIN, Date and Batch weight GTIN Date 5: Ean128 '[10]%%+PLU[].GTIN%%[17]%%+!NOW!D"%y%m%d"%%[3103]%%+.TRNLN Weight _TQ!T5!AR,5,0!FB%%'...
  • Page 53: Touch Menus (Keyboards)

    Touch Menus (Keyboards) 5. System Setup Touch Menus (Keyboards) These settings allow you to setup the various keyboards that will be available to use across the system. “Keyboard Templates” allows you to set which keyboard templates will be available and Keyboard Layout allows you to setup the arrangement of keys on those templates. Keyboard templates that are setup here are available throughout the store system.
  • Page 54: Keyboard Templates

    Keyboard Templates 5. System Setup Keyboard Templates By default, Product Keyboards contains definitions for five keyboard templates. You can edit or copy and modify them, or create new templates and modify them to suit your needs. Configuring a keyboard Enter the details for each of the following fields: Keyboard IDs are locked and generated automatically.
  • Page 55: Keyboard Layout

    Keyboard Layout 5. System Setup Keyboard Layout The Keyboard Layout editor allows you to configure the appearance of a keyboard template. In addition to choosing which keys appear, you can determine the size, position, font colour, fill colour and text displayed. Editing a PLU Keyboard Press >...
  • Page 56 Keyboard Layout 5. System Setup Adds a link to another keyboard. Add Static Keyboard Link Select either all groups or a specific group from the list. Add Bestseller Key A dynamic keyboard generates buttons automatically depending on the products that are stored Add Dynamic Keyboard in the scale.
  • Page 57 Keyboard Layout 5. System Setup Deletes the selected key. Delete Key To edit the layout of the User Functions keyboard: From Manager Mode press System Setup > Touch Menus > Keyboard Layout. Select User Functions. Select the key that you wish to edit. The options for a selected key are: Move the key to the selected blank space.
  • Page 58: List Of Available Default Functions

    List of Available Default Functions 5. System Setup List of Available Default Functions The following table lists the functions that are available by factory default. Additional functions can be configured and added to the scale in Service Mode. Function Available operating modes 1 Tare Select 2 Dept Select Receipt...
  • Page 59 List of Available Default Functions 5. System Setup Receipt 89 Reopen Held Receipt 90 Quit 91 Shutdown Receipt 92 EFT Override Pre-pack 96 Wrapper On/Off 97 Traceability Limits Override 98 Traceability Edit Lot 99 Traceability Delete Lot Receipt 100 Reprint Receipt 101 Prepack Toggle self-service 102 Self-service Manager Access...
  • Page 60 List of Available Default Functions 5. System Setup Dedicated Keys The Dedicated Keys are the ones underneath the Home keyboard. They provide the operator with quick access to commonly used functions. To edit the design of the Dedicated Keys keyboard Press >...
  • Page 61 List of Available Default Functions 5. System Setup Selected Key The options for a selected key are: Move the key to the selected blank space. Move Key Resizes the key to the selected blank space. Note: You cannot resize a button so that it overlaps another button. Change Size Opens a simple colour selection page.
  • Page 62 List of Available Default Functions 5. System Setup To set the type of keyboard: Press > > Select Keyboard, then Keyboard System. Select either Static or Bestseller. Press twice. To create a Dynamic Keyboard Either create a new PLU Keyboard that has a single Dynamic Key, or edit an existing PLU Keyboard.
  • Page 63: Operator Keyboards

    Operator Keyboards 5. System Setup Defines the number of bestseller keys on each keyboard. Number of Best Seller Keys To give recently traded products the highest significance by ageing older bestsellers, bestseller quantities are reduced every time the bestseller menu is generated. This Best Seller Weighing value is the percentage by which the bestseller quantities are reduced.
  • Page 64 Operator Keyboards 5. System Setup Select the Keyboard from the list. The options for a selected key are: Move the key to the selected blank space. Move Key Resizes the key to the selected blank space. Change Size Note: You cannot resize a button so that it overlaps another button. Opens a simple colour selection page.
  • Page 65: Operating Mode Settings

    Operating Mode Settings 5. System Setup Operating Mode Settings The operating mode settings define how the scale operates within its role in the store. The scale is supplied with nine pre-defined operating modes (Sales Modes) that are suitable for various roles within a store. The operating mode can be selected by the operator from the Sales Mode menu, accessed from the Morebar.
  • Page 66 Operating Mode Settings 5. System Setup Normally used in conjunction with a cash drawer and allows different types of payments to be accepted. Sets whether the scale is used by single or multiple operators: Single Operator • Disabled - A single operator who logs-on at the start of their shift, and transactions are automatically assigned to them.
  • Page 67: Installing A Barcode Scanner

    Plug the barcode scanner into one of the USB ports on the underside of the scale. The scanner must be configured before use. The scale is typically pre-configured for use with a scanner when ordered from Avery Berkel, otherwise a technician will need to set it up. The scale now recognises barcodes when: •...
  • Page 68: Scheduler

    Scheduler 5. System Setup Scheduler The Scheduler menu item allows you to set up various automated tasks that the scale will perform on a regular basis. This can include such tasks as making a backup of the entire system, having the scale automatically reboot, or to schedule a maintenance warning to remind the operator that a service is due.
  • Page 69 Scheduler 5. System Setup • Update S/W Update Install Type • BSP S/W Update Version Number Software Download URL...
  • Page 70: Machine Setup

    6. Machine Setup 6. Machine Setup Selecting Machine Setup from the Manager Mode screen opens a screen that provides access to settings that effect the operation of the specific scale that they are made on. This allows you to configure individual scales to suit different purposes within the store.
  • Page 71: Comms Setup

    Comms Setup 6. Machine Setup Comms Setup The machine network system in a store can consist of a mixture of label and receipt machines. The system supports any combination of machines in the XM and XT ranges (If they have the same software version).
  • Page 72: Wired Setup

    Wired Setup 6. Machine Setup Wired Setup These settings are used where the scale is connected through a network ethernet cable to either a computer or one or more other scales. Each machine in a network must have a unique IP address. The IP address is used by the TCP/ IP protocol to identify the source and destination of data packets.
  • Page 73: Wireless Setup

    Wireless Setup 6. Machine Setup Wireless Setup The scale can be connected through a network wireless adapter to either a computer or one or more other scales. The scale supports the following wireless adaptors: • 3COM 3CRUSBN275 • Edimax EW-7711UAn •...
  • Page 74 Wireless Setup 6. Machine Setup Advanced (Security Settings) The fields in the advanced settings are for the wireless network security settings The Extended Service Set Identification (ESSID) name of the wireless network. ESSID The password to connect to the wireless network (Pre-shared Key). Default settings Default settings for wireless are shown in the wireless setup menu when nothing has been programmed.
  • Page 75: Network Setup

    Network Setup 6. Machine Setup Network Setup > > This applies to scales on networks with DHCP enabled. The computer name identifies the scale even if the IP address changes. If DCHP is enabled, Computer Name then the computer name is shown on the taskbar. Note: Even if DCHP is not enabled, the computer name is used as the identifier for the scale that is connected to a network.
  • Page 76: Scale Networking

    Scale Networking 6. Machine Setup Scale Networking > > > Note: These settings are duplicates of the ones found in: > Network > > Configuration. Network ID is the equivalent of the Peer ID, but for Server Client networks. It identifies which machines are in the same logical network.
  • Page 77: Touch Screen Calibration

    Touch Screen Calibration 6. Machine Setup Touch Screen Calibration We recommend that you occasionally calibrate the screen to avoid making mistakes when selecting items. If you have a scale with a 7” display, insert the screen calibration template as shown in the drawing before starting the procedure.
  • Page 78: Level Scale

    Level Scale 6. Machine Setup Level Scale Opens a screen which will help you to level the scale. Follow the on-screen instructions.
  • Page 79: Reset Best Sellers

    Reset Best Sellers 6. Machine Setup Reset Best Sellers Resets the best seller list. This can be useful if the scale has been moved from another department or is being re-configured for another purpose within the store.
  • Page 80: Machine Settings

    Machine Settings 6. Machine Setup Machine Settings The machine settings control many aspects of how the scale will operate including which keyboards will be displayed and which print format is used. To access them press the following keys: > > Sets various operational configurations.
  • Page 81 Machine Settings 6. Machine Setup Press > > Press Barcodes If both the Machine Setting is set to None and the Product > Barcode Format is set to None, then the label does not have a barcode. If the Machine Setting is set to a barcode format and the PLU Barcode format is set to None, the label has the machine setting barcode.
  • Page 82 Machine Settings 6. Machine Setup Use this screen to choose the main keyboards for your scale. General Sets the idle and product playlists. To access them: Press > Press General. Locked Machine ID Idle Playlist ID Product Playlist ID EFT System ID Fiscal Printer ID Print Formats This setting allows you to set the machine label format.
  • Page 83: Printer Settings

    Printer Settings 6. Machine Setup This shows the wired IP address. IP Address Note: If a wireless adaptor is present, the wireless IP address is shown in preference on the taskbar. ISC Machine Type Short Machine ID Appearance Sets the idle and product playlists. To access them: Press >...
  • Page 84: Licence Manager

    Licence Manager 6. Machine Setup Licence Manager This screen allows you to manage software licences for additional functions that can be installed on the scale. It allows you to set up a trial, request, activate or backup and restore licences that have been installed. Software Updates If your scale is connected to the Internet you can configure it to automatically download and install any software updates for the scale.
  • Page 85 Software Updates 6. Machine Setup Press Check for Updates. Use the arrow keys to highlight the software version required and then press Select. Press Yes to confirm the installation or No to cancel. Rolling back an update When the software is updated using this method a copy of the previous software, along with the scale’s databases at the time of the update, is stored on the scale and can be rolled back if required.
  • Page 86: Manage Browser Passwords

    Manage Browser Passwords 6. Machine Setup Manage Browser Passwords • -- TBA --...
  • Page 87: Programming System Data

    7. Programming System Data 7. Programming System Data Selecting System Data from Manager mode provides you with access to the settings for the data used by the system during its operation. This includes details of the products that are sold, the system’s operators and various tables of information required to calculate prices and discounts.
  • Page 88: Products (Plus)

    Products (PLUs) 7. Programming System Data Products (PLUs) Products include all weighed and non-weighed items that are for sale in the store. Products are grouped by department. Each product has its own PLU (Product Look Up). Prerequisites Many of the product settings are configured in other areas of the scale configuration, so you may prefer to setup the following before creating or editing a product, especially if you create one product as a template, which is then copied numerous times: •...
  • Page 89 Products (PLUs) 7. Programming System Data These fields are not available by default and must added using the Customise Editor. They can be used for a range of purposes, but some of the fields are used for specific purposes by the scale: Texts 3-12 Text 4 - Nutritional data...
  • Page 90 Products (PLUs) 7. Programming System Data Nutrifacts Products can be programmed with Nutrifacts data allowing nutritional information to be printed as either a separate label or included on the standard product label. The actual values of the nutrients, percentage RDA and print format ID for a given product can be edited while creating or editing a PLU.
  • Page 91: Delete All Products

    Delete All Products 7. Programming System Data Label Format 42 - USA Nutritional Label Label Format 43 - Combined Delete All Products Deletes all the products and sets the Weighed and Non Weighed products to their default settings. > > >...
  • Page 92 BIN Lookup 7. Programming System Data To make the scale lookup use the BIN number instead of the PLU number, use the configuration option in: > > Operational Configuration > Number on PLU Button. To configure a self-service scale which allow a PLU to be selected by BIN number: Set keyboard system to ‘static’.
  • Page 93: Plu Macros

    PLU Macros 7. Programming System Data PLU Macros A PLU Macro is a grouping of products based on a product line that can be assigned to a single PLU Macro button. They are used where a number of items are bought together into a single offer and allow the transaction to be processed with a single key press.
  • Page 94: Promotions And Offers

    Promotions and Offers 7. Programming System Data Promotions and Offers You can set up PLUs with a promotional price or offer, which are applied automatically to the receipt or label. Promotions are often time-limited, that is, are only applied during set periods. There are five types of promotion are available: •...
  • Page 95 Promotions and Offers 7. Programming System Data Promotion Type - Discount table This is the same as Promotion Type (above) Discount Type When a product is put on promotion it can have associated with it 3 trigger points. The trigger points can either be an Item count (non weighed plus) or weight Item Break 1-3 (weighed PLUS) Associates with each trigger point is a price or a discount depending on the type of...
  • Page 96 Promotions and Offers 7. Programming System Data To copy an existing product: Select a product and press Copy. The product details open. Select a new product from the list and press Enter. The product is added to the list of items in the promotion time.
  • Page 97 Promotions and Offers 7. Programming System Data Notes: • An Item cannot be included in more than one qualifying group for the same offer. • Calculating offers is processor intensive and can effect the scales performance if a large number of offers with a large number of qualifying items are active. To avoid performance problems keep the number of live offers to a minimum.
  • Page 98 Promotions and Offers 7. Programming System Data The Time Period edit settings allow you to set a range of dates and specify times and days of the week when the offer will be active. Setting Up Mix and Match Offers When product lines are defined and any promotion periods set up, you can go ahead and set up your Mix and Match offers To set up offers:...
  • Page 99 Promotions and Offers 7. Programming System Data Edit the following fields: You can configure up to 99 offers Offer ID The title of the offer Description Fixed Price, Money off, Discount or Free Gift. Promotion Type Depends on the promotion type. It could be the fixed offer price, Offer Value the amount of money off, the discount value, or the number of free gifts to be given.
  • Page 100 Promotions and Offers 7. Programming System Data For Example: Melons are £1.20 each Offer 1: 3 for 2 melon offer Offer 2: Buy 2 melons for £2.00 Customer has 4 melons. Allocating 3 melons to offer 1 would result in one free melon and a saving of £1.20 Allocating 2 melons to offer 2 would result in a saving of £0.40 Therefore 3 of the 4 melons will be allocated to offer 1 and 1 melon will be charged at £1.20 •...
  • Page 101 Promotions and Offers 7. Programming System Data • Offer Description • Offer Period • Number of times the offer was given • Sales value of items (standard sales value of the items) • Cost of the offer (Sum of all the savings made) Note: Any tax calculations used to print the tax summary on the receipt and the tax report take into account the savings given and reduce the tax declaration accordingly.
  • Page 102 Promotions and Offers 7. Programming System Data Mix and Match Examples Lemons 30p each, 4 for £1.00 Digestive offer record: Field Description 0001 Description ** Lemons offer ** Offer Type Fixed price Offer Value £1.00 Purchase Qty Qualifying Products 1 ID to product line containing only lemons Buy 3 from our Christmas gifts range for £10.
  • Page 103 Promotions and Offers 7. Programming System Data Offer Type Free Gift Offer Value Purchase Qty Qualifying products 1 ID to product line for Cadbury chocolate bars Buy 3 from our Italian food range get the cheapest item free. Italian food offer record: Field Description 0006...
  • Page 104 Promotions and Offers 7. Programming System Data Description Chinese combo offer Offer Type Discount Offer Value 15.00% Purchase Qty Qualifying product 1 ID to product line for Chinese starter course range Qualifying product 2 ID to product line for Chinese main course range Qualifying product 3 ID to product line for Chinese desert course range Buy 1 starter, main &...
  • Page 105: Product Lines

    Product Lines 7. Programming System Data Product Lines Before setting up a mix and match offer you will need to create one or more Offer Groups. These are lists of the products that are to be included in the offer. At least one and a maximum of 5 qualifying product lines must be programmed for every Offer Group.
  • Page 106 Product Lines 7. Programming System Data Select an Offer Group and press Select to view its details. Select Offer items and press Edit to add and remove products from the Offer Group.
  • Page 107: Customise Editor

    Customise Editor 7. Programming System Data Customise Editor This sets the fields that are available in the product editor. > > > You can add, delete, rename or change the order of the fields that are available to you when you edit your product details.
  • Page 108 Customise Editor 7. Programming System Data To add a new product editor field: Press New. Select a field type from the list. Press to open the field editor. After completing your edits use the Move Up and Move Down buttons to adjust the position of the field in the list.
  • Page 109: Operators

    Operators 7. Programming System Data Operators The Operators settings allow you to add the details for up to 99 operators to the system. To add a new operator: From Manager Mode Press System Setup > Operators > Operator Details Press New. Enter the details for each of the following fields: A number in the range of 1 to 99.
  • Page 110: Messages

    Messages 7. Programming System Data Messages Messages enable you to select the appropriate information to be printed on labels, receipts, vouchers and other printed output such as banking operations slips. You can also set up text for adverts displayed whenever the scale is idle. Create a new Message Press >...
  • Page 111 Messages 7. Programming System Data Labels Ingredient Text Date Text Advert Text Sales Messages are selected from the product PLU (Message ID 1 & 2), or Sales Messages directly assigned to a label design. in MXBusiness. Nutrient Messages Printed on a label, assigned to a label design. in MXBusiness. Store Name Contents Allergens...
  • Page 112: Departments

    Departments 7. Programming System Data Departments A department is a group of machines within the store that reflects the way the store operates, for example Produce, Bakery, Fresh Meat, Fish. Each department has its own set of products. Note: You cannot copy product PLUs from one department to another. However, you can copy a department, which inherits all the products from the selected department.
  • Page 113: Groups

    Groups 7. Programming System Data Groups Groups are a way to categorise products, for example, red meat, fish or bread. Groups have three purposes: To report on totals for all products per group. For example, sales value for all products in the Beef Group.
  • Page 114 Groups 7. Programming System Data If you create a PLU keyboard that has buttons that reference the group, then the media Media ID is shown on the button, see Touch Menus (Keyboards). You can add media via MXBusiness. Selecting an operator role for the group will limit sales of products in the group to Operator Role operators with that role.
  • Page 115: Miscellaneous Fees

    Miscellaneous Fees 7. Programming System Data Miscellaneous Fees Miscellaneous fees can be added to the payment type selection, see Payments on page 25. The operator selects the payment type at the point of sale, refer to the Operator Instructions for more details.
  • Page 116: Trace Records

    Trace Records 7. Programming System Data Trace Records Many countries require that all livestock is accounted for from farm to abattoir to point of sale. Each product can be set to the appropriate trace scheme. > Operators create the trace records when they scan the data from a barcode on a pack, or by manually entering the required data.
  • Page 117: Tables

    Tables 7. Programming System Data Tables System Data includes a number of tables of data that is used to calculate various aspects of the scale’s operation. Discounts You can set up preprogrammed discounts which can be applied during the checkout process. To set up a discount: Press >...
  • Page 118 Tables 7. Programming System Data Tares (Container Weights) Programmed (stored) tares are only available for use when the machine is set to label mode or pre-pack mode. When goods are to be weighed in containers, you can set up tare values (container weights) that are stored against a reference number.
  • Page 119 Tables 7. Programming System Data When all of the fields are complete, press Save. If the ID number is already used or set to 0, the next available valid number is assigned. You can have up to 9 tax rates. Tax Rate ID When you save a new tax rate, if the Tax Rate ID number is already used or set to 0, the next available valid number is assigned.
  • Page 120 Tables 7. Programming System Data 2 Foreign Cash 3 Credit Card 4 Account 5 Coupon 7 Trade Account 9 Cash Payment Type 10 Cheque 11 Cheque Card 12 Debit Card 13 Food Stamp 14 Gift Certificate 15 Travellers Cheque Any extra payments that are added to the payment type, for example, credit card Surcharge ID surcharge, See <italic>Ledgers.
  • Page 121 Tables 7. Programming System Data Fiscal Printer These screens allow you to add details of any Fiscal printers connected to the network.
  • Page 122 Tables 7. Programming System Data Denomination These screens allow you to configure the currency denomination information used by the coin counting function. The editor allows you to specify the precise weight of a coin and a container tare reference if required.
  • Page 123 Tables 7. Programming System Data Vouchers These screens allow you to configure vouchers which will provide money off or a discount which will be printed when the conditions for an offer are satisfied . You can set the minimum spend required, set an expiry date and determine the operating mode that will make the voucher available .
  • Page 124 Tables 7. Programming System Data Pack Run This screen is used to set up pack runs that are used in consignment printing (See Consignments for more details). You can create a pack run with up to 3 levels. This could be used, for instance, to print labels for all products in a consignment that consisted of packs inside of boxes, which are inside of cartons arranged on a pallet.
  • Page 125: Reporting Functions

    Data Reports 8. Reporting Functions 8. Reporting Functions The scale provides a number of reporting functions that record various aspects of the its operation. Data Reports Selecting Data Reports from Manager Mode provides access to a single function, Verify Labels. This allows you to verify that the labels for the PLUs have been set up properly.
  • Page 126 Totals 8. Reporting Functions Period 1 and 2 Reports These allow you to print a variety of reports on the scale’s activity over two different time periods. There is no way to enter a specific definition of the report time periods. Instead, you have the option to either View (which displays the report on screen), Print, or Print and Clear.
  • Page 127 Totals 8. Reporting Functions Period 1 and 2 Report Formats The report includes all transactions assigned to the operator. Operator Totals This report provides a tax breakdown for scale. Net sales value and tax value are calculated according to whether the tax system in use is inclusive or Tax Totals exclusive.
  • Page 128 Totals 8. Reporting Functions Press the button. Separate the coins into their denominations. To count the coins, place them on the scale and select the denomination from the list. Press to add the value of the coins to the total. Repeat until all coins are counted. Notes must be counted manually.
  • Page 129 Totals 8. Reporting Functions Traceability Reports The data for a Traceability Report is printed by lot number and depends on how the scheme has been configured. Only fields for which there have been transactions are printed. Trace totals reports are non-clearing. Traded quantity is the total used weight of the batch/carcass.
  • Page 130: Transactions

    Transactions 8. Reporting Functions Transactions Selecting Transactions provides access to functions that help you manage the transactions stored in the scale. Note: To be able to recall information about counter receipt transactions, you must enable Transaction Storage: From Manager Mode, select System Setup > Configuration > Operational Configuration. Set Transaction Storage to Enabled.
  • Page 131 Transactions 8. Reporting Functions Consignment Transactions When transaction storage is enabled, consignment transactions will be stored for both the individual pack labels and the level total labels. Printing Live Transactions Use this option to print, print and clear, or simply clear live transactions. Printing Finalised Transactions Use this option to print, print and clear, or simply clear finalised transactions.
  • Page 132: Maintenance

    Diagnostics 9. Maintenance 9. Maintenance Diagnostics The Diagnostics menu items are usually only used when requested by service personnel. Data Transfer Choosing Data Transfer from Manager Mode will allow you to backup and restore system data. Backup Entire System Insert the USB memory stick into the scale’s USB port located behind the paper cartridge. From the Data Transfer screen select Backup Entire System.
  • Page 133: Adding Media Via Usb Stick

    Adding Media via USB Stick 9. Maintenance Remove the USB memory stick. Restore When restoring files, you can either delete the existing products or merge with the products on the memory stick. To restore the data file: Insert the USB memory stick into the scales USB port located behind the paper cartridge. Select Restore.
  • Page 134 Adding Media via USB Stick 9. Maintenance Media File Specifications Marquee text stored in the media configuration file. Text Various types of animation available. jpg, bmp, png Auto sized to fit window maintaining aspect ratio. Image tif, tga, pcx, Image not expanded if smaller than display window. pnm, gif, xpm flv, avi, mp4, Can only be used for idle time adverts.
  • Page 135 Adding Media via USB Stick 9. Maintenance A single idle time playlist showing each advert for 5 seconds: <?xml version="1.0" encoding="utf-8"?> <!-- This configuration file generates a single idle time playlist showing each advert for 5 seconds --> <Advertising> <Playlist Type = "idle"> <Image Description = "Description for advert one"...
  • Page 136: Load Fonts

    Load Fonts 9. Maintenance Load Fonts This provides the capability for users to add custom fonts. To load a custom font: Copy the true type font file into a font_update folder on the root of a USB memory stick. From Manager Mode select: Data Transfer > Load Fonts.

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